Chinese semiconductor industry

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wxw456

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ansy1968 said:
Its a stealth FAB design by CAC ;)
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The Chengdu fab is the opposite of stealth. SMIC opened its Chengdu chip assembly and testing facility in 2006. By 2008 SMIC also opened a 200mm fab in Chengdu. Note that technically the fabs and facilities were owned by Cension Semiconductor Manufacturing Corporation, but actually managed and operated by SMIC.

So why doesn't SMIC list the Chengdu fab in its description? The answer is simple, Cension Semiconductor Manufacturing Corporation and the Chengdu fab and facilities were sold to Texas Instruments in 2010. The original SMIC/Cension (later Texas Instruments) Chengdu fab and facilities continue to operate to this day and is not related at all to the planned Global Foundries Chengdu fab that never opened. This fab is the opposite of stealth considering that Texas Instruments owns it. Also the translation for the article title is wrong and doesn't mention SMIC at all (only mentions SMEE).
 
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ansy1968

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wxw456 said:
The Chengdu fab is the opposite of stealth. SMIC opened its Chengdu chip assembly and testing facility in 2006. By 2008 SMIC also opened a 200mm fab in Chengdu. Note that technically the fabs and facilities were owned by Cension Semiconductor Manufacturing Corporation, but actually managed and operated by SMIC.

So why doesn't SMIC list the Chengdu fab in its description? The answer is simple, Cension Semiconductor Manufacturing Corporation and the Chengdu fab and facilities were sold to Texas Instruments in 2010. The original SMIC/Cension (later Texas Instruments) Chengdu fab and facilities continue to operate to this day and is not related at all to the planned Global Foundries Chengdu fab that never opened. This fab is the opposite of stealth considering that Texas Instruments owns it. Also the translation for the article title is wrong and doesn't mention SMIC at all (only mentions SMEE).
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@wxw456 bro its a sarcastic joke aim at @ODEPDE , I trust the info @Oldschool gave me and I'm happy that SMEE SSA800 DUVL is in operation, a confirmation that debunks all their allegation. ;)
 
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wxw456

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ODEPDE said:
So TI is going to use SMEE. In this political environment? Very believable.
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SMEE is not sanctioned or on the entity list. So there's no actual legal problems. The point of the sanctions was to attack foreign exports of equipment to corporations in China. SMEE is not vulnerable to that so there's no problems there. Even if a corporation is on an entity list there are no restrictions on purchasing goods from the company.
 
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wxw456

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ODEPDE said:
The political risk (not to mention inefficiency) of TI buying items from SMEE is so high that obviously, they wouldn't engage in it.
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That's just wild speculation. SMEE products are competitive at mature process nodes. The Chengdu fab manufactures at mature process nodes so the real political risk is limited because Chinese companies are already technology independant at those process nodes. TI owning the Chengdu fab clearly outweighs the "political risks".

ODEPDE said:
Plus, the original article said SMIC used the SMEE ArFi in Chengdu. That's obviously fake news, SMIC hasn't had a Chengdu foundry in over a decade
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Who owns the Chengdu fab is irrelevent. The real question is did SMEE ship its 28nm DUV to any fab yet (not just the Chengdu fab)? Almost certainly yes given that there are rumors/leaks of shipments to multiple customers. The next question is when will there be confirmation of mass production? SMIC continuing its major expansion of 28nm fabs indicates that there are no major bottlenecks expected even under US sanctions.

At this point arguing whether or not the SMEE 28nm DUV exists is just being purposefully stubborn. The real unknown is when the SMEE DUV capable of 14nm process will be ready. SMIC has increased its wafer capacity at 14nm, but it's still not confident enough to break ground on a major fab expansion yet.
 
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Orthan

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wxw456 said:
SMEE is not sanctioned or on the entity list.
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Thats interesting. They are possibly the most important company in the chinese semiconductor industry, and yet they havent been sanctioned. Do they only work with chinese suppliers? Even so, if sanctioned, they could be barred from foreign components that might be hard for china to replicate, at least in the short-medium term.

I dont know if this information has been posted here. This article talks about a new machine that ASML will deploy in 2025, capable of making angstrom-sized transistors (what is that?), and that it will take china a generation to build something like that.

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