Chinese semiconductor thread II

[pbd456]

Or rather, China currently still lacks true leaderships in many sectors. Leaders with bold and strategic visions that enable them to form and lead globally competitive corporations. Yes, it is good that China have the like of BYD and Huawei but there should be many more of them in many other sectors.

Like, China should have its own globalized Walmart, Costco, IKEA, etc. After all, most of their products are made in China and these corporations are reaping the most profit.

Where is China's globalized hotel chain like Hilton, Sheraton, Marriott, etc?

Where are China's globalized fashion/luxury clothing, shoes, makeups, .. brands?

etc


There is no reasons why China can't create these globalized corporations now. China have the scientific and R&D knowledge, productions, financial supports, etc. China just need some true leaderships to harness and unify all these together to make really competitive corporations. Instead, China now have way too many mom and pop store/company #1, #2, #3, #metoo9, #Iamcopyof2&3 s.

For hotel chains, it won't happen because US wont allow. usa forced the divestment of Radisson usa operations due to security concern (chinese government has the information of americans hotel stays!)

 

[JPaladin32]

Not really. SMIC N+3 isn't 5nm class yet

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The Kirin 9030 is manufactured using SMIC’s N+3 process, a scaled extension of its previous 7nm (N+2) node. However, in absolute terms, N+3 remains substantially less scaled than industry 5nm processes from TSMC and Samsung. While SMIC has executed notable innovations in DUV-based patterning and DTCO techniques, the process is expected to face significant yield challenges, particularly due to aggressively scaled metal pitch using DUV multi-patterning.

If you call Samsung 5LPE 5nm, then N+3 is also 5nm.

 

[swcc]

If you call Samsung 5LPE 5nm, then N+3 is also 5nm.

Funny how anyone and everyone unequivocally say that 5LPE is 5nm(see Snapdragon 888(the horrible thermal issues)) but will do everything to say that SMIC N+3 which has a higher density than 5LPE is NOT 5nm. Compared to the 888 with huge thermal issues, the 9030 pro has stellar performance equal to 8 gen 3 gpu and cpu, while having amazing thermal control, we'll see the smic n+3 is not 5nm narrative going forward tho

 

[antiterror13]

There is only two ASML DUVi machines that can be used in that node and a both were sold to SMIC before the "October Surprise": the NXT:2000i and the NXT:2050i. According to Mega Stooge Alan Estevez those machines were supposed to be inoperable by now because the lack of mantinience. So you can make your deductions from there.

How many NXT:2000i and the NXT:2050i SMIC have ? is there any other company outside SMIC have those ?

 

[latenlazy]

Funny how anyone and everyone unequivocally say that 5LPE is 5nm(see Snapdragon 888(the horrible thermal issues)) but will do everything to say that SMIC N+3 which has a higher density than 5LPE is NOT 5nm. Compared to the 888 with huge thermal issues, the 9030 pro has stellar performance equal to 8 gen 3 gpu and cpu, while having amazing thermal control, we'll see the smic n+3 is not 5nm narrative going forward tho

Seems like they might have sacrificed on yield for a more aggressive design which if that’s the case good on them. They’re probably primed to take a big leap with even provisional introduction of EUV steps on the margins if that’s what they’ve managed with the 9030.

 

[swcc]

Seems like they might have sacrificed on yield for a more aggressive design which if that’s the case good on them. They’re probably primed to take a big leap with even provisional introduction of EUV steps on the margins if that’s what they’ve managed with the 9030.

N+2 is at the very least 90% yield now, just see the number of products it's used in and how many they've shipped(yet bloomberg say cambricon's 590 and 690 is only 20% yield), N+3 6 months ago was 50% probably, i'd say the process as of now is 65-70% yield, should break 80% soon

 

[latenlazy]

N+2 is at the very least 90% yield now, just see the number of products it's used in and how many they've shipped(yet bloomberg say cambricon's 590 and 690 is only 20% yield), N+3 6 months ago was 50% probably, i'd say the process as of now is 65-70% yield, should break 80% soon

I’m doubtful N+3 yield is more than 50% given Huawei’s release strategy for the 9030. I think people should keep their expectations modest. If they tried to speed run N+3 last year and fell short, and then still had to take such an aggressive binning approach to the release so late this year, that probably means they’ve been struggling to produce enough chips all year. There might be some very difficult to overcome constraints depending on DUVi to fab at 5 nm for volume production.