Chinese semiconductor industry

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BlackWindMnt

Captain
Registered Member
What's that mean?
Is Huawei currently OK or no?
What i wanted to say was that Huawei for a certain amount was prepared against component being blocked and could quickly replace those components in the first round of the tech war. I don't think China or Huawei expected the US to change the rule this much that they could block TSMC from accepting new Huawei orders after September 2020. If you ask me there wasn't enough time for China or Huawei to prepare for this level of game breaking changes that the US implemented anyway. That is the power of the euro dollar system and the far reaching arm of the US law.

Outside of the top end access to fabs, Huawei seems to be doing fine. Their top end mobile segment will recover in a year of 5~6 when domestic fab capability are good enough. Top end hardware is not the moneymaker, its top end software that will give you a license to print money.
 
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Deleted member 15949

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Because its so common. Not just China but many parts of world as well.

Think about it.
How do you control front companies in business today and out of business tomorrow?
Chinese distributor worker only care to make sales today. Tommorow they might find another job
You control front companies by seeing what technologies are trafficked and force companies to not use distributers for those technologies and/or only use large distributors and threaten to cut them off if they engage in illegal trade practices
 
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Deleted member 15949

Guest
I disagree with this Not-Made-In-Here mentality Oldschool keeps bringing up, especially in education. It is like refusing to use Java to teach computer science because you are worried about students only being able to program in Java afterward.

There is nothing wrong with teaching concepts using industry-standard tools. So long as you actually learn about what those tools do under the hood, you don't have to worry about being locked into proprietary tools.

Just because I learned how to do some complex engineering computations in MATLAB doesn't mean I can't figure out how to do the same thing in something like Python, since I know the math I want those tools to do.

All those people who get locked into those tools probably never learned what they do or how they work. This is why universities should teach the concept behind those tools, so students can figure out alternative solutions when those tools become unavailable.
On this topic, most industry standard tools are fairly similar. Just like with computer languages, if you know one of them, you know all of them, same thing applies with software. Much of the logic remains the same so you just need to learn a new format
 

manqiangrexue

Brigadier
This is a semiconductor thread. Of course I am talking semiconductor only and you give PC boards and magnets , low commodity stuffs, you are too funny.
This is what you said: "My question is it OK to use US parts on Chinese space and military system?" Semiconductors is not even in the sentence. What's funny is your attempt to deflect a lost argument. And even then, you ignored my reasoning, because it leaves you nowhere to go. It includes semiconductors and all parts that could possibly be used:

"So if you could obtain 10-20 years (or whatever number the PLA deems necessary) worth of spares right off the bat under a disguised civilian company, and you can verify that they have no back doors, you should be safe on this one. This is especially true in space systems, because they need very little maintenance and very rare part replacement.

In the meantime, of course, Chinese companies should be working on a competitive alternative."
The danger of doing that is once student got trained using US tech once they become professional they tend to fall back into using US tech. Once entering professional time to make money fast , they want use something they familiar.
Well, that's when they were in an environment that encourages building upon a foundation that can be purchased from foreign parts. That environment has changed into one of self-reliance so in order to survive, they will adapt their skills to creating a Chinese foundation, or build upon a Chinese foundation that others create. I have already told you this but you only repeat the argument without actual rebuttal.
That's why US tech companies so eager to partner with Universities in training
They get money and the benefits of the cooperation. If what you say is true, the US government should be eager to train more Chinese STEM students to ensnare China into reliance on US tech. Instead, the opposite is true.
 
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voyager1

Captain
Registered Member
A quick update on something I heard from Chinese forum. The 28nm DUV system from SMEE is assembled and doing testing and fine tuning. Initial yield is 30%. Alot of work still ahead
Good work, seems to be fine with the schedule

Q4 2021 risk production, Q2 2022 full production
 
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Deleted member 15887

Guest
A quick update on something I heard from Chinese forum. The 28nm DUV system from SMEE is assembled and doing testing and fine tuning. Initial yield is 30%. Alot of work still ahead
I assume it was this article?
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Translation of article (paraphrased, obviously):
-----------------------------------------------------------------------------------------------------------------------------------------------------"Domestic deep ultraviolet immersion lithography (DUV) has been assembled and completed, left assembly line.
  • Shanghai Microelectronics was responsible for overall integration [of components]
  • The ultra-precision grating system comes from Shanghai Institute of Optical Precision Machinery, Chinese Academy of Sciences.
  • The lithography objective lens set is from Beijing Guowang Optical
  • The light source is from Keyi Hong Yuan
  • The immersion system is from Zhejiang Qi'er Mechanical and Electrical
  • The double workpiece table is from Huazhuo Precision Technology
This lithography machine is 193nm ArF immersion deep UV lithography machine, which can be used for 28nm chip production. Multi-exposure can produce 14nm, 7nm, which can meet most of the chip manufacturing needs.

The lithography machine is over hundred million [USD?], the prototype is ready to be put into mass-production. prototype is in a commercial state, will not be placed in the corner to eat dust.

Initial yield during the beginning testing stages is lower, about 30%. Time waits for no one, so production companies should be subsidized. Low yield rate can be improved in production. If production is established, improvement is not a problem.

Thus, the main equipment and materials used for 28nm chip production have been localized. Before the end of this year, all-domestic 28nm production lines could be realized, and testing/development of 14nm and 7nm production may be carried out next year.

Development of EUV and DUV technologies are being carried out simultaneously (the scenario of "progression from finishing DUV development to starting EUV development" is not the case as both are being developed simultaneously, not one at a time). The development of EUV lithography machine a military directive, and is expected to be off the assembly line by 2023, the progress is apparently greatly ahead of schedule. By 2025, 80% of the chip localization may be realized."
-------------------------------------------------------------------------------------------------------------------------------------

It seems everything is on-track according to this article, and confirms the alleged initial testing yield rate of 30% for SMEE's 28nm DUV lithography machine. Some of the timelines for EUV and chip production localization may be a little too optimistic in my view (EUV development may finish by 2025 at the earliest, and 80% chip localisation might only happen by 2030). @WTAN what do you think?

However, the veracity of this information should be confirmed....Chinese private media outlets are not great at citing their sources and sometimes can get their information wrong. I do not know how credible this news is, but I will go ahead and trust it.
 
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Oldschool

Junior Member
Registered Member
This is what you said: "My question is it OK to use US parts on Chinese space and military system?" Semiconductors is not even in the sentence. What's funny is your attempt to deflect a lost argument. And even then, you ignored my reasoning, because it leaves you nowhere to go. It includes semiconductors and all parts that could possibly be used:

"So if you could obtain 10-20 years (or whatever number the PLA deems necessary) worth of spares right off the bat under a disguised civilian company, and you can verify that they have no back doors, you should be safe on this one. This is especially true in space systems, because they need very little maintenance and very rare part replacement.

In the meantime, of course, Chinese companies should be working on a competitive alternative."

Well, that's when they were in an environment that encourages building upon a foundation that can be purchased from foreign parts. That environment has changed into one of self-reliance so in order to survive, they will adapt their skills to creating a Chinese foundation, or build upon a Chinese foundation that others create. I have already told you this but you only repeat the argument without actual rebuttal.

They get money and the benefits of the cooperation. If what you say is true, the US government should be eager to train more Chinese STEM students to ensnare China into reliance on US tech. Instead, the opposite is true.
I only interested in semiconductor not low ended stuffs.
 

Oldschool

Junior Member
Registered Member
You control front companies by seeing what technologies are trafficked and force companies to not use distributers for those technologies and/or only use large distributors and threaten to cut them off if they engage in illegal trade practices
Chinese people don't really give a damn about enforcing US rules inside China.
 
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