Chinese semiconductor thread II

zbb

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Who is she? Asking for myself.
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Jin Keyu (
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: 金刻羽; born 13 November 1982) is a Chinese economist. She serves as associate professor of economics at the
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and a
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, specialising in international macroeconomics and the Chinese economy.
 

european_guy

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How many Kirin 9010 chips fit on a 12 inch wafer?

According to
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Kirin 9000s die measured 107 mm2.

Our @hvpc, with access to TechInsights full analysis, gave a detailed description here on the forum, in particular actual die size should be: 10.66 x 10.39 mm

There is an
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to compute dies per wafer in a correct way (is not trivial because of the dies at the edge of the wafer).

Inserting correct dimensions and leaving remaining parameters at default I got this:


Screenshot 2024-04-23 at 08-37-51 Die-Per-Wafer Estimator.png

So it's 222 theoretical dies per wafer, but now we have to consider the yield.

Nobody knows the actual yield, but we can assume it to be between 50% (pessimistic) and 85% (optimistic). With those values we get:

Yield 50% --> 110 dies/wafer
Yield 85% --> 188 dies/wafer


It means that between 53K and 90K wafers are needed to produce 10M Kirin 9000s

Please note this data refers to Kirin 9000s, not the 9010 inside the new Huawei Pura 70
 

PopularScience

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According to
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Kirin 9000s die measured 107 mm2.

Our @hvpc, with access to TechInsights full analysis, gave a detailed description here on the forum, in particular actual die size should be: 10.66 x 10.39 mm

There is an
Please, Log in or Register to view URLs content!
to compute dies per wafer in a correct way (is not trivial because of the dies at the edge of the wafer).

Inserting correct dimensions and leaving remaining parameters at default I got this:


View attachment 128501

So it's 222 theoretical dies per wafer, but now we have to consider the yield.

Nobody knows the actual yield, but we can assume it to be between 50% (pessimistic) and 85% (optimistic). With those values we get:

Yield 50% --> 110 dies/wafer
Yield 85% --> 188 dies/wafer


It means that between 53K and 90K wafers are needed to produce 10M Kirin 9000s

Please note this data refers to Kirin 9000s, not the 9010 inside the new Huawei Pura 70
isn't 200mm equal 8 inches?
 

ansy1968

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Because $95 billions is needed for Israel and Ukraine, you have to make do with $52 billion dollars ....lol

The US government has cancelled the latest round of funding for R&D under the CHIPS Act as it is oversubscribed. The CHIPS Program Office announced that it would not move forward with its third Notice of Funding Opportunity to construct, modernize, or expand commercial R&D facilities in the United States.18 hours ago
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henrik

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BUT BUT the yield is bad and using DUVi will cost a lot due to using multi patterning compare to EUVi. ;)

Assuming that apple makes $600 from each phone, and Huawei makes $300 for each phone. $300 profits for 60 million phones, that would be $18 bilion of profits for Huawei. So the extra costs for DUV multi-patterning is trivial. As Huawei displaces apple smartphones in China, all the profits stays local instead.
 

tphuang

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I've discussed this many times before. Each 12-inch wafer can have about 550 chips. If we do 70-75% yield, then that's about 400 chips. Depending on binning criteria, they could do better or worse than that. Again, not all the defective chips are just thrown out.

10 million would take around 25000 wafers. Which isn't all that much really

Huawei needs to produce about 60 million this year and maybe 100 million next year. That would be 150k wafers this year and 250k wafers next. But keep in mind that it's also looking to produce 500k Ascend GPUs and maybe 1.5m Kunpeng CPUs this year. And that number will probably increase 50% next year
 
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