Chinese semiconductor industry

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jfcarli

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Only 5% indigenous automotive chips? I heard these chips are not made in the lowest nm process so idk why the percent is so low.
China is far, far away from self sufficiency in the >= 28nm chip supply. Theoretically it needed not even bother too much about <= 14nm to reach the 70% localized production. The 5% indigenous automotive chips is proof of this.

There is an enormous opportunity in the >= 28nm chip production.

I am not saying it should not strive and dedicate huge amounts of efforts in the EUV etc... for under 14nm, but at least half of the effort should be directed to over 14nm chips.
 

quantumlight

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China is far, far away from self sufficiency in the >= 28nm chip supply. Theoretically it needed not even bother too much about <= 14nm to reach the 70% localized production. The 5% indigenous automotive chips is proof of this.

There is an enormous opportunity in the >= 28nm chip production.
China needs to be going full spectrum... this is not an either / or proposition... including leapfrog technologies and new materials... think outside the box... under 1nm too not just 5nm....
 

ansy1968

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@WTAN @foofy @gelgoog and other experts need your opinion, the provider of these video is a foreigner who sympathize with the Chinese especially of Huawei, so maybe his view is more optimistic. The photonic chip I know Huawei had establish a FAB but what about Graphene maybe in the next 5 years? And it will be a national effort as part of the new material project under Liu He and Huawei will be the vanguard of that effort?

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Mt1701d

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@WTAN @foofy @gelgoog and other experts need your opinion, the provider of these video is a foreigner who sympathize with the Chinese especially of Huawei, so maybe his view is more optimistic. The photonic chip I know Huawei had establish a FAB but what about Graphene maybe in the next 5 years? And it will be a national effort as part of the new material project under Liu He and Huawei will be the vanguard of that effort?

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Just my 2 cents, I think Huawei should go full tilt into Graphene while leaving enough resources in Photonics to move forward. The multitude of potential applications of graphene is just too immense and could affect way more industries than photonics could for the foreseeable future… if they can crack mass graphene and/or carbon nanotubes production as well as the sorting of the carbon nanotubes into their specific necessary structures that alone would already guarantee their survival.

Following that with semiconductors and batteries using the carbon nanotubes they produce… the world will give the finger to the US gov…
 

ansy1968

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So it begins, exactly what our colleagues here were saying all along!
@ILikeChina so bro I hope @WTAN and @foofy will back me up with my hypothesis that the verification of 14nm equipment is successful and this report confirmed it? and if its true then 2023 timeline for 7nm domestic production line is achievable. I don't want to jinx it but I'm excited, China as always never cease to amaze me.
 
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AETHER

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saw someone on weibo saying he has a schoolmate working on EUV lithography in Chinese Academy of Sciences told him EUV lithography is not as difficult as many people believe. the development is time-consuming but in 3-5 years china could integrate a serviceable EUV system.





QQ图片20210622213542.jpg
 

ansy1968

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And the way its progressing is like a dream to me, my personal wish list, an EUVL with a possibility of a 5nm domestic line established in 2024, 2025 3nm domestic line and 2026 a 2nm domestic line. If all of these possibility had been achieved, we had gained parity with the world leading FABS and therefore give thanks to Trump and America instead of the middle finger...lol
 

krautmeister

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@ILikeChina so bro I hope @WTAN and @foofy will back me up with my hypothesis that the verification of 14nm equipment is successful and this report confirmed it? and if its true then 2023 timeline for 7nm domestic production line is achievable. I don't want to jinx it but I'm excited, China as always never cease to amaze me.
The last news we had on SMEE 28nm lithography machine was that it was yielding around ~30%. Now, they say they expect 12-14nm commercial mass production in 2022? 14nm requires immersion lithography for double patterning. That means they must have already successfully brought 28nm yields well above >75% for decent 14nm yields to be commercially viable for mass production by 2022.

The 14nm trials that are supposed to be running in late 2021 should run for many months. Imo, this report sounds much more like China has been sandbagging and the 14nm trials must have already been running for a while. Otherwise, how could they declare 12-14nm will be ready by 2022, mass production nonetheless? IF all this is true, China is WAayyyyy ahead of schedule. Absolutely amazing!
 
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