Chinese semiconductor industry
- Thread starter Hendrik_2000
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@antonius123 bro they expected the shift cause China will be mass producing its 14nm with its own domestic line so they're investing more on 7nm maybe to cut of any future customer from SMIC N+2? Since TSMC 7nm is matured compare to SMIC now is the time to kill of its competition? all is well and good if the price is right and here I hope SMIC N+2 can be mass produce ASAP.
If SMIC is able to improve on its N+2 by making it a 3D stacking chiplet then its future is bright cause performance wise it will able to compete even with TSMC 7nm EUVL chips.
"... noting that the OLED driver chip uses a 40-nanometer (nm) process technology, ..."
Would be odd if Huawei used third oarty foundry for this.
3nm then 2nm then 1nm, that could be the Rolls Royce of cell phone chips.
We rarely see a Rolls Royce on the streets.
Most people like driving a cheap or affordable Japanese car.
For any expert here, what are the physics of smaller nodes?
AFAIK at 2nm you start having quantum effects showing up.
That will not happen.
What will happen is eventually some companies will redesign their product if it has a 14nm chip to having 7nm chip.
But, this does NOT apply to everybody or every product. It also is a redesign of the product. No one is going to pull out that 14nm chip and stick in that 7nm chip. They redesign the entire product, billing it as 7nm with value added.
Who knows how long that will take? It could be years. And only a few products a company is selling would change.
The Huawei base station for 5G has two 7nm chips, IIRC reading it from somewhere. No one is going to demand they replace the 7nm chip with a 5nm chip and replace the entire network of a million base stations.
TSMC may be realizing the writing on the wall, with the emergence of 14nm production in China, and US sanctions, mainland companies may corner the 14nm node, and TSMC they must find places to survive.
Yes and No))) 2nm is not real size. Real size near will be - one side of semiconductor 10 - 7nm and another 20 - 18 nm. Maybe little but not 2nm. So you should understand that 2nm not mean real size. This size mean that lithography machine can create road in 2nm a that all)))
"...with the emergence of 14nm production in China, and US sanctions, mainland companies may corner the 14nm node, and TSMC they must find places to survive."
I hadn't thought this way, but it makes perfect sense. They are feeling the heat starting to raise in the oven.
For the large smartphone vendors like Samsung, Xiaomi, Oppo etc it is very important. Their flagship product require these most cutting edge chips, and the flagship product will boost their brand image then boost their sales for their mid range and lower range smartphone eventhough the sales contribution from their flagship is low.
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