Chinese semiconductor thread II

[meedicx]

Wow. Where did you get this excerpt from?

Seems like it was made by the Tongji University president highlighting achievements by their alumni during this year's graduation commencement speech

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[sunnymaxi]

Seems like it was made by the Tongji University president highlighting achievements by their alumni during this year's graduation commencement speech

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The statement from Tongji University President.

2025年5月，团队自研的首台氟化氩（ArF）浸没式光刻机交付中芯国际，搭配多重曝光工艺，可稳定支撑7nm及以上芯片制程生产，打破了国外在高端前道光刻设备领域的长期垄断，实现我国高端光刻机研发制造的历史性跨越。

In May 2025, the team delivered its first ArF immersion lithography machine to SMIC. With the help of multiple exposure processes, it can stably support the production of chips with a process of 7nm and above, breaking the long-term monopoly of foreign countries in the field of high-end front-end lithography equipment and achieving a historic leap in the research and development and manufacturing of high-end lithography machines in my country.

 

[tphuang]

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江丰电子 reports delivery of high purity 6N silicon target for advanced memory chip production. Claims to be the only one to do it globally outside of Japan's JX and US' Honeywell. It also has advanced high purity Tungsten targets for memory chip production. And 30mmcopper Manganese target.

It has major expansion project in Korea (next to Samsung & SK) as well as Shejiang Haining.

 

[tphuang]

wow, United Nova is becoming quite the power house.

400k wpm 8-inch equivalent. 55nm SiPo platform is quite impressive. Looks like they are fully benefitting from the AI play.

And they got Zhejiang govt to put all the money in on this phase 4 project for 50k wpm 12-inch equivalent.

btw, does anyone know how competitive is this 55nm SiGe laser drive chip for optical engines?

https://twitter.com/i/web/status/2066284121500840295

my summary on this, it seems like China has the fully supply chain now that's very low cost for optical transceivers.