Well, given the amount of information in this thread and occasional leaked information (remember the memo about SMIC 7nm what was deleted right after being posted?), I would say that US has a fair bit of information on Chinese IC development just from open source information, despite China's attempt to keep a low profile. Not sure if they are enough for a precise decapitation strike, but US certainly isn't as blind as some people on this forum think.
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
Well, given the amount of information in this thread and occasional leaked information (remember the memo about SMIC 7nm what was deleted right after being posted?), I would say that US has a fair bit of information on Chinese IC development just from open source information, despite China's attempt to keep a low profile. Not sure if they are enough for a precise decapitation strike, but US certainly isn't as blind as some people on this forum think.
The fully domestic 14nm production would have to wait until 2022 if we are optimistic. However, I think DUV machines are only part of the equation. We are not sure if China has other parts of the chip manufacturing process fully indigenized yet.
@MortyandRick bro to add from @Xsizor post, 12nm/14nm is in mass production with the eventual domestic version to be produce next year I think it's safe to say that the 14nm processes will not be impacted and even if the American DO restrict, it is self defeating cause the Chinese had mastered that tech. I believe (my opinion) with this development the URGENCY is there to fast track the introduction of domestic 14nm to first quarter next year and that of 7nm late that year, I'm speculating of course and maybe to optimistic but recent SMIC re organization may put to task those concern with STATE support and other Chinese company cooperation, maybe @Overbom post of spreading the tech is right all alone.
I don’t think any of us believe the US Is as blind as you alluded to.
China is still keeping a low profile. A lot of the information on this forum is not confirmed. Who knows what the situations is on the ground.
Their media is not promoting every single breakthrough or hyping up their skills like other nations’ media which makes hyperbolic statements on a regular basis.
So just based on open source info and this forum, it wold be confusing to know what’s fact and fiction.
They are not jumping ship at all. These people have personal plans. Liang is still staying on as the co-CEO.
I had a conversation with my friend @Oldschool , Shanghai SN1 FAB is not affected SN2 is, so the main target is N+1 and especially N+2. So my conclusion and purely speculation on my part N+2 project is a success!
Like Quote Reply
Report
O
38 minutes agoNew
Yes, but they are setup for 14nm. If they want to expand or setup for N+1 they need additional DUV but they getting additional ones from ASML.
Like Quote Reply
Report
O
Oldschool
Junior Member
Registered Member38 minutes agoNew
they are not gettting additonal ones.
Last edited:
So basically even though ASML signed a contract with SMIC, they are refusing to deliver the duv machines?
What about other fabs in China? Are they stopping delivery to all chinese fabs?
Could this be a prelude to banning all sales of sub 14 nm chips to china? Sounds crazy but Have to consider all possibilities I guess.
@MortyandRick bro from @foofy previous post ASML NXT 2000i DUVL had been delivered at least 2 machine early this year so it was in used on SMIC Shanghai SN1 FAB, the hiccup up or delay is on the rest of the orders that may be needed for SN2 FAB that will produced the N+1 and N+2 7nm chips. My view it is a honest delay, remember ASML had a supply chain issue especially with components with a lot of backlog orders as reported by our esteem member @tinrobert. IF ASML abide Biden orders then its sayonara China market, it will haunt them BIG TIME and a foolish decision with the incoming introduction of a domestic equivalent in the form of SMEE SSB800 28NM DUVL this year , they will rue the day if they decided not to sell or not deliver the purchase machine.
This year will end after 47 days. Maybe 2022 ?
@Xsizor bro I will repost @Oldschool info below, the DUVL SSA800 had been in used at the SMIC Chengdu FAB this year. What is concerning is the SMIC DUAL APPROACH strategy is stymied, with the delay delivery of the needed DUVL for N+1 and N+2, the planned 7nm mass production will be delayed. The good news is it will accelerated the development of domestic 7nm equipment , so instead of a dual approach they will concentrate on all domestic equipment. It will be the end game for ASML.
SMIC Chengdu foundry, using Shanghai microlithography machine SSA800/10W immersion lithography machine parameters: lens NA: 1.35 single exposure resolution: 38-41nm dual workpiece stage: DWSi, the production rate is 200 wafers per hour Circle engraving accuracy: better than 2.5nm Design index: can meet the 28nm planar planner transistor logic circuit process requirements under a single exposure condition
Last edited:
- Status