Chinese semiconductor industry

@foofy Sir a treasure trove of info thanks a lot, a google translation below, Sir this company is a major supplier of semiconductor equipment across the board from logic, DRAM and NAND up to 14nm/ 10nm node fantastic.

foofy said:

Please check page 1-1-174.

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The details of the issuer's series of equipment and the industry's deep integration are as follows

(1) PECVD equipment
PECVD equipment is the core equipment for integrated circuit manufacturing. The manufacturing process of a chip involves ten
More than thin films of different materials, various films with different electrical and mechanical properties constitute the chip 3D structure
Different functions in the. The issuer has researched and developed the PECVD equipment for different material thin films in the downstream
It also produces 16 different types of PECVD equipment, the specific industrial application is as follows:
Equipment type Application field Process field Industrial application
SiO2 process
PECVD
Logic chip manufacturing
Inter Layer
Dielectric, Inter Metal Dielectric) 130-28nm logic products
Industrial application; 14nm
And logic below 10nm
Industrialization verification
Passivation Layer (Passivation Layer)
Etch hardmask process (Etch hardmask)
SiN process
PECVD
Logic chip manufacturing,
DRAM manufacturing,
FLASH manufacturing
Etch Stop Layer process (Etch Stop Layer) 130-28nm logic, 64
Layer FLASH industrialization
Inter Metal Dielectric application; 14nm logic,

"build a national-level electronic design automation (EDA) platform"

"China's manufacturing industry has entered a "critical period of upgrading." The central government has focused on the development of real economy and unswervingly building manufacturing power, having a new development pattern of "dual circulation," the report said. The main body of the real economy is manufacturing, which is the important support for a city's core competitiveness. "

ZeEa5KPul said:

I had to chuckle a little when he said, "We'll go sub one nanometer." Well, you're not going to go far sub one nanometer given that the diameter of a silicon atom is 0.2nm. Making a feature in silicon smaller than an atom of silicon would be quite a trick.

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Current transistors are roughly 500 atoms x 500 atoms x 700 atoms. Quantum effects start at 10 atoms so theoretically transistors 175000 times smaller than the current ones are possible, though they would have wildly different geometries. Around 11 shrinks are still possible.
For example this:
Here, one nanometer refers to the gate length, which is around 16 nm in the TSMC's 7 nm. By the current naming logic, this would pass as 0.2 nm. I believe the miniaturization will continue for 15 more years well into nodes with sub-1 nm names.

Some useful articles:

We'll soon see what unlimited funding can do to human progress.

China's first 12-inch wafer regeneration facility achieves mass production​

Via Broadsword Well turn out China is no 4 in ranking Not bad for late starter. Soon she will eclipse Japan

China Now Produces One Billion Chips a Day
By Anton Shilov about 3 hours ago

It's an all-time record.

Chinese semiconductor manufacturers produced over one billion of chips every day in June, which was an all-time record. Yet, while local chipmakers set records, it is not enough to meet demand of Chinese manufacturers that import the vast majority of semiconductors they use.

171.2 Billion ICs Made This Year So Far
Chinese makers of semiconductors (including makers of memory and logic components) produced 30.8 billion of chips in June, which was a 43.9% increase from the same period in 2020, according to the National Bureau of Statistics, reports Southern China Morning Post. In May, Chinese manufacturers produced 29.9 billion of ICs. In the first six months of the year Chinese makers produced 171.2 billion of semiconductor up 48.1% year-over-year.

Without any doubt, 30.8 billion of chips made in a month is a lot. Yet China imported 51.9 billion semiconductors in June, which means that the country could fab around 37% of its semiconductor needs, which means that it has formidable installed capacity, but is quite self-sufficient as far as chip supplies are concerned.

Catching Up with Japan
Earlier this week, IC Insights released its Global Wafer Capacity 2021-2025 report which revealed that Taiwan, South Korea, and Japan are the world's top three nations in terms of capacity, controlling well over a half of global semiconductor output.


(Image credit: IC Insights)


Summary
Chinese semiconductor industry has made an extraordinary progress in the last 20 years and it is not running out of steam, it is set to grow further and will probably replace Japan from the top 3 spot in IC Insights' this year or next.

Yet, because Chinese logic producers are at least five years behind industry leaders like Intel, TSMC, or Samsung Foundry, it unlikely that the country will be able to produce advanced CPUs or GPUs any time soon. Nonetheless, even now the local logic industry can satisfy demand of many Chinese chip designers.

Xiaomi becomes the 2nd biggest smartphone vendor in the world.



What are the chances of it getting sanctioned like Huawei.

huemens said:

Xiaomi becomes the 2nd biggest smartphone vendor in the world.

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What are the chances of it getting sanctioned like Huawei.

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Way less I think, because they use mostly Qualcomm as a supplier of chips, so money still flows into the US coffers.
Xiaomi probably has to wait till 5~7nm becomes available domestically in China in big enough capacity, before they can really start challenge Qualcomm and vertical integrate their business more.