Chinese semiconductor thread II

[olalavn]

Optics Valley Laboratory: Short-wave infrared imaging chip has completed pilot testing and is expected to sell tens of millions of yuan within the year

Colloidal quantum dot (CQD) infrared detection chip technology is developing towards the third generation of micro, high performance and low cost, which is a breakthrough for my country to achieve overtaking infrared detection chip technology.

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[siegecrossbow]

Optics Valley Laboratory: Short-wave infrared imaging chip has completed pilot testing and is expected to sell tens of millions of yuan within the year

Colloidal quantum dot (CQD) infrared detection chip technology is developing towards the third generation of micro, high performance and low cost, which is a breakthrough for my country to achieve overtaking infrared detection chip technology.

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Chinese spy chip — a fantasy made real.

 

[gelgoog]

if i remember, you said on twitter. SMIC will become second largest pure fab in the world in 2025..

When SMIC finish their gargantuan 28nm and FinFET expansions yeah. Probably. SMIC will definitively surpass Globalfoundries and UMC.
TSMC is also making huge expansions though. TSMC just opened a 55,000 wpm fab in Japan with 28nm to FinFET process. At this rate TSMC will eat the entire market outside China.

That doesn’t include samsung

If you take out Samsung's memory and LED fabs they don't have that much capacity either.

 

[henrik]

When SMIC finish their gargantuan 28nm and FinFET expansions yeah. Probably. SMIC will definitively surpass Globalfoundries and UMC.
TSMC is also making huge expansions though. TSMC just opened a 55,000 wpm fab in Japan with 28nm to FinFET process. At this rate TSMC will eat the entire market outside China.


If you take out Samsung's memory and LED fabs they don't have that much capacity either.

China's YMTC and CXMT will be displacing Samsung soon.

 

[interestedseal]

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One of several companies in the field of maglev control for semiconductor tools. Wafer stage, rotary table, liquid pump, vacuum pump, even blowers in Trumpf’s CO2 lasers for euv use maglev. Definitely a key enabler for advanced semi manufacturing

 

[latenlazy]

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One of several companies in the field of maglev control for semiconductor tools. Wafer stage, rotary table, liquid pump, vacuum pump, even blowers in Trumpf’s CO2 lasers for euv use maglev. Definitely a key enabler for advanced semi manufacturing

Maglev active control loops solve vibrational and harmonic perturbations, which enables much more precise control mechanisms and reduces mechanical tolerance stacking issues, assuming your sensors are sufficiently precise.

 

[interestedseal]

Maglev active control loops solve vibrational and harmonic perturbations, which enables much more precise control mechanisms and reduces mechanical tolerance stacking issues, assuming your sensors are sufficiently precise.

Another big benefit is maglev is contamination-free and wear-free due to no direct contact

 

[ThreeAmigos]

Looks like SMIC could get a big order from Russia to make their latest 28 nm chips. The latest Russian regulations require cars built in Russia to use domestic electronics.

 

[FairAndUnbiased]

Another big benefit is maglev is contamination-free and wear-free due to no direct contact

it's even cleaner because magnetic fields penetrate walls. That means you don't need to introduce dirty components like wires, seals and feedthroughs to clean environments like vacuum chambers or fluid streams. Vacuum or ultraclean grade components like that are typically much more expensive or limited i.e. Kapton insulated wires, ceramic-metal bonded electrical feedthroughs, PEEK electrical connectors, etc.

That means the only wetted materials can be highly inert and low outgassing, low contamination, low leaching ones like electropolished SS304 while all the drive hardware can be made up of regular atmospheric materials i.e. PVC insulated wire, plastic wire connectors, etc.

 

[gelgoog]

Looks like SMIC could get a big order from Russia to make their latest 28 nm chips. The latest Russian regulations require cars built in Russia to use domestic electronics.

I doubt that SMIC will fullfill Russian chip orders. It could get them further sanctioned. Maybe in the FinFET factory, since that can't be more sanctioned by the West than it already is, but that factory probably is already working at capacity.
Fulfilling Russian chip orders would likely need to happen at 100% Chinese production lines.

Russia will probably be moving machines into their own 28nm test factory this year. The fab building was capped last year.