Chinese semiconductor industry

Skywatcher said:

If the goal was to remove Chinese suppliers from 5G, than ORAN is a tremendously stupid and self defeating idea (guess what plug and play entails?)

Click to expand...

The goal was certainly not that. China Mobile is ORAN's founding member.

ORAN is a "self defeating idea" for any traditional telecom supplier, Ericsson and Nokia included from a business perspective. They all share the same view from technical perspective which anyone in the industry would have to agree.

manqiangrexue said:

And these shortages are the reason for which the CCP does not ban TSMC until domestic production can fill the gap, just as I said. Even afterwards, there are more elegant ways to deal with that common tactic that TSMC will use than outright bans.

Click to expand...

Agreed. Bans are 20th century methods. Now its better to have competition and to cover your own production before doing anything.

It would be idiotic if TSMC was banned when China needs chips urgently.

Now when domestic Fabs are set up with sufficient domestic capacity, all bets are off. There are many ways to encourage domestic production and "handicap" foreign companies. I wrote a proposal on how to do it some pages back but there also other ways available.

The principle of competition should remain though. Domestic companies can be provided with "help" but only for a specific timeframe. If after, e.g 3-6 years the Fabs are still not competitive, then its better for these companies to die off and new ones to be created to replace them

voyager1 said:

Is that due to normal under-investment from companies or is there some bottleneck that China still depends on US IP to build more older processes Fabs?

Click to expand...

Mainly due to chinese companies hoarding parts due to US sanction effects and also covid19 shut down.

TSMC 28nm expansion is 1 year away .

manqiangrexue said:

That's about as stupid and nonsensical an accusation as your criticism of the CCP. This one's more desperate and random, though.

Click to expand...

Enraged?
Not your normal lol reaction?

Overcapacity is already on the horizon due to fully covid 19 recovery within 1 year or so plus multiple fabs expansion in mainland, US and EU.

manqiangrexue said:

Now you understand why you were on so many people's ignore lists and even got on the SDF's ignore list many times over multiple accounts, right?

And these shortages are the reason for which the CCP does not ban TSMC until domestic production can fill the gap, just as I said. Even afterwards, there are more elegant ways to deal with that common tactic that TSMC will use than outright bans.

Click to expand...

No idea who you talking about. ZeEa5kpul. I have never PM you. I can put the curse on myself and my family if I did. The way he attacked or words he used agaubsr some members here eerily similar to you.

TSMC 28 nm expansion is future expansion not currently operating.

Oldschool said:

Enraged?
Not your normal lol reaction?

Click to expand...

Where did you read enraged from? There's a wide range going from LOL to enraged, and your question has no point at all.

Oldschool said:

No idea who you talking about. ZeEa5kpul. I have never PM you.

Click to expand...

You might have never PMed Zeapkul but you know you've PMed me and quite frankly it's sad that you can't even debate honestly about who you obviously are yet you talk about credibility. I'm here with the account I've used to talk to you from the beginning but you've gone through more lives than an ally of cats, pretending to be a semiconductor expert, a landlord, a pilot, etc... You want credibility yet you exhibit no honesty at the core of who you are.

Oldschool said:

I can put the curse on myself and my family if I did.

Click to expand...

Don't worry about it; it would be an improvement from what Tidalwave told me.

Oldschool said:

The way he attacked or words he used agaubsr some members here eerily similar to you.

Click to expand...

agaubsr is a new word. But accusing old members of being each other is an old habit of yours out of desperation, right? If I remember, you said something similarly funny like how Deino is Terran?

Oldschool said:

TSMC 28 nm expansion is future expansion not currently operating.

Click to expand...

That's not an answer to anything in my post.

I can feel it now. At any moment the mods will step in. Please stop before the mods come in again. If you two are gonna debate then please do it under Feedback & Suggestion.

“The fact that Samsung Electronic and SK hynix cut off their chip supply to Huawei last year, following the Trump-era sanctions, shows that they move in sync with the U.S. policy,” said a source in the semiconductor industry who requested anonymity.

Click to expand...

“They won’t explicitly mention that they side with the U.S., but have acted on that way because the U.S. and its allies like Japan and the Netherlands have a strong grip on high-end chip fabrication tools and parts,” the source said.

Click to expand...

“If the U.S. government extends the export restriction to include ArF immersion lithography, it is virtually impossible for Samsung Electronics and SK hynix to expand memory chip production in China because they can’t bring in the equipment critical for the manufacturing,” he said.

Click to expand...

It seems China can manufacture 300 mm silicon wafers using domestic equipment already. I found this today:

The article is apparently translated from Chinese so there are hard to understand parts.

"my country's first new-generation large-size integrated circuit monocrystalline silicon growth equipment achieved a successful trial production in Xi'an. This is jointly developed by Xi'an University of Technology and Xi'an Eswell Equipment Technology Co., Ltd. The length of the monocrystalline silicon rod manufactured this time is 2.1 meters and the diameter is 300mm, which is 12 inches, which marks a breakthrough in the key technology of 12-inch silicon wafers in the field of chip manufacturing in my country and solves the problem of "stuck neck".

According to the Science and Technology Daily, the research and development of the project is led by the team of Professor Liu Ding from Xi'an University of Technology. Professor Liu Ding has worked intensively in the field of semiconductor silicon single crystal growth for many years. He has presided over a number of major national science and technology projects and key projects of the National Natural Science Foundation. In recent years, he has made technological breakthroughs and obtained a number of landmark results.
According to Eswell’s introduction, the production of silicon single crystal rods first requires putting high-purity polysilicon into a quartz crucible, heating it to above 1400°C, and melting it into a silicon solution, and then immersing the seed crystal into the silicon melt, seeding and setting the shoulders. , Shoulder turning, equal diameter growth, finishing and other steps to complete the drawing of a single crystal silicon rod. After the monocrystalline silicon rod is produced, the ingot is cut into silicon blocks with a length of 300-400 mm, and then a sheet with a thickness of about 1 mm is obtained by wire cutting, which is then polished and cleaned to obtain a high-quality polished sheet .

Xi'an Eswell Silicon Wafer Technology Co., Ltd. is a domestic large-scale monocrystalline silicon manufacturing backbone enterprise. Since 2018, it has cooperated with the team of Professor Liu Ding of Xi'an University of Technology. The company is able to manufacture 12-inch silicon wafers with no dislocations, no native defects, ultra-flat and excellent nano-topography for the production of integrated circuit chips below 28nm. In addition, the company also provides wafer processing, cleaning and epitaxy services.
At present, Eswell has a silicon industrial base in Xi'an, which will be constructed in two phases, with a designed production capacity of 500,000 pieces per month in the first phase. The successful production of this large-scale monocrystalline silicon growth equipment will help meet the urgent needs of my country in the development of integrated circuits and get rid of the situation of being restricted by others."