Chinese semiconductor industry

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dfrtyhgj

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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.
Westerners can not be trusted, but we know that already. 100% domestic industrial chain is coming along nicely and even Biden is now begging to talk to Xi for forgiveness.
 
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MortyandRick

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@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
My understanding was that N+2 always was delayed due to need for EUV.

I hope the delay from ASML is a supply chain issue. I hope SMIC can continue with the dual approach.
 

Overbom

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AFAIK the domestic DUV 28nm machine is already at the hands of some customers (SMIC, Huawei and another 1 or 2 ?)

They should be fine-tuning to increase the yield-rate but the machine is 100% real and 100% delivered to a working condition in some customers.

Mass-production of the machine will commence at first half of 2022. So by that time, a shtload of DUV 28nm equipment will be flying left and right. Hopefully there will be a huge production capacity because there a lot of customers who want to buy it

@WTAN @foofy @Oldschool any updates on the status of the domestic SUV 28nm machine
 

tokenanalyst

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AFAIK the domestic DUV 28nm machine is already at the hands of some customers (SMIC, Huawei and another 1 or 2 ?)

They should be fine-tuning to increase the yield-rate but the machine is 100% real and 100% delivered to a working condition in some customers.

Mass-production of the machine will commence at first half of 2022. So by that time, a shtload of DUV 28nm equipment will be flying left and right. Hopefully there will be a huge production capacity because there a lot of customers who want to buy it

@WTAN @foofy @Oldschool any updates on the status of the domestic SUV 28nm machine
I don't think lithography machines can be mass produced, their requirement is so tight that every single one has to be calibrated to perfection to meet the requirement of the costumer. You have think that 14nm is just 67 silicon atoms across, so we are talking about atoms of tolerances, this machines will be produce in small batches for selected costumers and will take hopefully no too much time to get them production ready. But i think is not plug and play. Even with packaging lithography machines who tolerances are from 1um to 150nm. they do i think require a lot of tight tolerance manufacturing and a lot of calibration and testing before production
 

Alex_St

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I don't think lithography machines can be mass produced, their requirement is so tight that every single one has to be calibrated to perfection to meet the requirement of the costumer. You have think that 14nm is just 67 silicon atoms across, so we are talking about atoms of tolerances, this machines will be produce in small batches for selected costumers and will take hopefully no too much time to get them production ready. But i think is not plug and play. Even with packaging lithography machines who tolerances are from 1um to 150nm. they do i think require a lot of tight tolerance manufacturing and a lot of calibration and testing before production
14 nm - it's not real size, so you wrong about 67 atoms
 

FairAndUnbiased

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I don't think lithography machines can be mass produced, their requirement is so tight that every single one has to be calibrated to perfection to meet the requirement of the costumer. You have think that 14nm is just 67 silicon atoms across, so we are talking about atoms of tolerances, this machines will be produce in small batches for selected costumers and will take hopefully no too much time to get them production ready. But i think is not plug and play. Even with packaging lithography machines who tolerances are from 1um to 150nm. they do i think require a lot of tight tolerance manufacturing and a lot of calibration and testing before production
True that lithography machine are more like construction projects than a product.

But 14 nm is not the physical line width it is the "equivalent planar transistor density". Hasn't been that way since the 65 nm node. The actual line width for a 7 nm chip is about 32 nm.
 

tokenanalyst

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True that lithography machine are more like construction projects than a product.

But 14 nm is not the physical line width it is the "equivalent planar transistor density". Hasn't been that way since the 65 nm node. The actual line width for a 7 nm chip is about 32 nm.
You're right, those numbers have lost meaning since the transition from planar to finfet. I was using a number that everyone is familiar with, like SMIC 14nm. The tolerances are even greater than that, for the wafer stage, the light source or the optical assembly, we are talking about a few nanometers or picometers depending on the part. Even the 90nm SMEE lithography machine that Western news often look down is a magnificent piece of engineering and talent that only a few countries (3) can archieve. Like you say this machines are more like projects for selected costumers than products.
I personally put SMEE's 28nm lithographic machine as an event as high as the one when China put its first rover on Mars. And the irony is that nobody cares, this type of technology does not attract the attention of the public like a landing on Mars. The only reason the public knows the importance of ASML is because of the Sino-American conflict.
 

ansy1968

Brigadier
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You're right, those numbers have lost meaning since the transition from planar to finfet. I was using a number that everyone is familiar with, like SMIC 14nm. The tolerances are even greater than that, for the wafer stage, the light source or the optical assembly, we are talking about a few nanometers or picometers depending on the part. Even the 90nm SMEE lithography machine that Western news often look down is a magnificent piece of engineering and talent that only a few countries (3) can archieve. Like you say this machines are more like projects for selected costumers than products.
I personally put SMEE's 28nm lithographic machine as an event as high as the one when China put its first rover on Mars. And the irony is that nobody cares, this type of technology does not attract the attention of the public like a landing on Mars. The only reason the public knows the importance of ASML is because of the Sino-American conflict.
@tokenanalyst bro need your view, do you believe that there is a nefarious intent in ASML delayed delivery? or they are following the US restriction on 10nm and below?

A contract is a sacred deed especially a commercial one as big as this one, your reputation is on the line, you may dislike the deal but once signed, there is no going back.
 
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