Chinese semiconductor industry

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ansy1968

Brigadier
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I know, right? It's been like a week since you last asked (and people actually answered but you probably didn't read). What's the update??!! What have they been doing these few days, just sitting around no breakthroughs?? That's like 168 hours already; they should have had EUV ready yesterday, come on!! LOL
@manqiangrexue don't bother bro, he and @asta had been debunk trying to insinuate that the SMEE 28NM DUVL is vaporware and now want to move the goalpost questioning China capability producing 14nm chips to escape embarrassment. The news about SMIC Chengdu FAB producing 28nm chips using SMEE 28NM DUVL really surprises us all, especially the two of them.:cool:
 

ericlfh

New Member
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What kind of devices that will be using 28nm localized ICs? Are the 28nm mainly used for China market? Is there overseas customer that will be buying from SMIC? I would like to get my hand on one of those devices supported by Chinese ICs.
 

gadgetcool5

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Uh it's nice that SMIC is using 28nm in its Chengdu fab but this seems like an experimental prototype. If it had production yield then we would know. They would be advertising on their website and we would see big headlines in outlets like Nikkei Asia, SCMP or the Financial Times, not to mention the Global Times. It's easy to achieve certain things in laboratory conditions but in terms of an actual machine comparable to ASML's Twinscan 1980i, we probably won't see it until 2023-2025.
 

BoraTas

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Uh it's nice that SMIC is using 28nm in its Chengdu fab but this seems like an experimental prototype. If it had production yield then we would know. They would be advertising on their website and we would see big headlines in outlets like Nikkei Asia, SCMP or the Financial Times, not to mention the Global Times. It's easy to achieve certain things in laboratory conditions but in terms of an actual machine comparable to ASML's Twinscan 1980i, we probably won't see it until 2023-2025.
This is just a lot of unsubstantiated assumptions. Semiconductor fabs are more controlled environments than most laboratories.
 

weig2000

Captain
Uh it's nice that SMIC is using 28nm in its Chengdu fab but this seems like an experimental prototype. If it had production yield then we would know. They would be advertising on their website and we would see big headlines in outlets like Nikkei Asia, SCMP or the Financial Times, not to mention the Global Times. It's easy to achieve certain things in laboratory conditions but in terms of an actual machine comparable to ASML's Twinscan 1980i, we probably won't see it until 2023-2025.

At this stage of its development, I don't expect China loudly pronounces to the world every step of their achievements in semiconductor sector. They will be mostly working in semi-stealth mode, be it 28nm node, 14nm node, DUV or EUV. You won't even be able to find up-to-date information from related companies' websites. Granted, it'll not be as secret as its nuclear submarine program, so we'll get bits and pieces of leaked information here and there. I can see why, and your expectation of big headlines in Nikkei Asia, SCMP or Financial Times is clearly misplaced.
 
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tokenanalyst

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Uh it's nice that SMIC is using 28nm in its Chengdu fab but this seems like an experimental prototype. If it had production yield then we would know. They would be advertising on their website and we would see big headlines in outlets like Nikkei Asia, SCMP or the Financial Times, not to mention the Global Times. It's easy to achieve certain things in laboratory conditions but in terms of an actual machine comparable to ASML's Twinscan 1980i, we probably won't see it until 2023-2025.

Not necessarily, there is quite a lot of movement in the Chinese semiconductor industry recently, but everything is kept under the radar to avoid attracting attention. Usually the progress is being published in low-profiles publications. SMEE launched a wide area lithography machine, which is quite significant because it is competing in the same area that Canon also wants to introduce itself, "Chiplets", to extend Moore's law. The announcement of this machine were published on their Chinese site but not in the English one. I think for the same reason of not attracting unwanted attention.
They probably have the machine already working but with this kind of machine is not like a commercial product that you produce yearly in mass like cars, this sophisticated machines have to pass a lot of validations by their primary costumers, in this case SMIC or others. Also this machines are going to be sold just to a few selected clients inside China with whom SMEE is collaborating, so even if they have the machine don't expect a big announcement until is certificated.
 
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