Chinese semiconductor thread II

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gelgoog

Lieutenant General
Registered Member
SMIC only owns a minority stake at SMSC. Which is the factory making those chips.
So they would not be getting all the revenue from the factory. Just a fraction of it.

Most of the SMIC 28nm expansions still have not come online. Right now SMIC is burning money. You should start seeing the difference in capacity over the next two years assuming everything goes as expected.
 
T

tacoburger

Junior Member
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After a single shot of the laser, the microbunched beam is robust over several revolutions. If we continue to fire the laser, it is expected that the beam will stay microbunched circulating around the ring. This is what the phase-II experiment aims to demonstrate. The single-shot laser is to be replaced by a high repetition laser. In the phase-II experiment, the microbunches are expected to slowly leak out of the microbuckets. Its SSMB state is therefore a quasi-steady-state, as indicated in Fig. 2(b). A fully steady SSMB awaits a dedicated storage ring, currently under a design effort.
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Phases I and II are proof-of-principle tests. Phase I has been demonstrated. Phase II is currently restarted since COVID. Phase III, presently under a design effort, is the eventual construction of a dedicated harmonic generation SSMB ring
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Proof of principle Phase I experiment successfully demonstrated the feasibility of the SSMB approach. Phase II experiment is being reinitiated at MLS after a 3-year COVID pause
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This was already posted in the thread, but a few extra things to note. It's interesting that the phase 2 experiments had to postphoned due to covid and had to be conducted at the Metrology Light Source in Berlin and not in a Chinese synchrotron. Makes it feel like the project doesn't have high priority, you would think something of this importance, they would have pressured Berlin to allow experiments to continue even during covid times or had modified an existing synchrotron for the SSMB project or even built a brand new synchrotron for this project.

2ndly, weird that a project of this importance would still be allowed for cooperation between Germany and China. You would think that America would shut it down to try to slow down China's progress in EUV or that China would want to keep their progress in EUV a secret and not share important details with a Western power, espically after the heightened tensions of 2020.

3rdly, this implies that the design stage is still in early stages if phase 2 R&D efforts just started up in 2023, which doesn't match the rumors of the SSMB EUV having started construction in Xiongan in 2023.
 
B

Bhimpun

Just Hatched
Registered Member
gelgoog said:
SMIC only owns a minority stake at SMSC. Which is the factory making those chips.
So they would not be getting all the revenue from the factory. Just a fraction of it.

Most of the SMIC 28nm expansions still have not come online. Right now SMIC is burning money. You should start seeing the difference in capacity over the next two years assuming everything goes as expected.
Click to expand...
Very true.
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: (i) the Registered Capital of SMSC will be increased from US$3.5 billion to US$6.5 billion; (ii) the Company’s equity interest in SMSC, through SMIC Holdings, will decrease from 50.1% to 38.515%; (iii) SMSC will be owned as to 14.562%, 23.077%, 12.308% and 11.538% by China IC Fund, China IC Fund II, Shanghai IC Fund and Shanghai IC Fund II, respectively.
 
E

european_guy

Junior Member
Registered Member
Bhimpun said:
Very true.
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: (i) the Registered Capital of SMSC will be increased from US$3.5 billion to US$6.5 billion; (ii) the Company’s equity interest in SMSC, through SMIC Holdings, will decrease from 50.1% to 38.515%; (iii) SMSC will be owned as to 14.562%, 23.077%, 12.308% and 11.538% by China IC Fund, China IC Fund II, Shanghai IC Fund and Shanghai IC Fund II, respectively.
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In this official document you posted (dated 15 May 2020) is also written:

SMSC has reached a manufacturing capacity of 6,000 14 nanometer wafers per month and aims to reach a manufacturing capacity of
35,000 14 nanometer and below wafers per month.
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That was the state of the art 4 years ago. Today we know SMSC can fab 7nm, but the interesting part is that target capacity was and possibly still is 35K wpm.

So in the best case that SMCS succeeded in porting all 14nm down to 7nm, we can expect a 35K wpm 7nm max capacity today.
 
P

pbd456

Junior Member
Registered Member
tacoburger said:
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This was already posted in the thread, but a few extra things to note. It's interesting that the phase 2 experiments had to postphoned due to covid and had to be conducted at the Metrology Light Source in Berlin and not in a Chinese synchrotron. Makes it feel like the project doesn't have high priority, you would think something of this importance, they would have pressured Berlin to allow experiments to continue even during covid times or had modified an existing synchrotron for the SSMB project or even built a brand new synchrotron for this project.

2ndly, weird that a project of this importance would still be allowed for cooperation between Germany and China. You would think that America would shut it down to try to slow down China's progress in EUV or that China would want to keep their progress in EUV a secret and not share important details with a Western power, espically after the heightened tensions of 2020.

3rdly, this implies that the design stage is still in early stages if phase 2 R&D efforts just started up in 2023, which doesn't match the rumors of the SSMB EUV having started construction in Xiongan in 2023.
Click to expand...
This has to experiment in a specific type of sychhrontron, the one in china does not meet the requirements
 
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