Chinese semiconductor thread II

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tokenanalyst

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China has mastered Nano Precision Maglev Wafer Workbenches​

IC Lithography Metrology.​

Shanghai IC Equipment Material Industry Innovation Center.​
CN117055298A

Abstract​

The application discloses a measuring machine, which belongs to the technical field of integrated circuits, and comprises: the device comprises a measuring optical system, a magnetic suspension wafer workbench and at least three gratings; the measuring optical system and the grating are positioned above the magnetic suspension wafer workbench; fixing the position of the measuring optical system; the grating is arranged along the circumferential direction of the measuring optical system; the magnetic suspension wafer workbench comprises a magnetic suspension workbench, a wafer sucker and at least three position sensor reading heads; the wafer sucker and the position sensor reading head are arranged on the surface of the magnetic suspension workbench, which is close to the measuring optical system; the position sensor reading head is arranged along the circumferential direction of the wafer sucker; when measuring the wafer, each grating and a position sensor reading head corresponding to the grating perform optical signal interaction so as to measure the position information of the magnetic suspension wafer workbench. The application can accurately control the magnetic suspension wafer workbench to realize 6 degrees of freedom movement, thereby reducing transmission errors and improving movement precision.​

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tphuang

tphuang

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Kirin 9000 series cost is low enough that huawei is putting it on a tablet that costs 1899 rmb. A lot of people make outrageous claims about SMIC 7nm cost and yield. Would they be able to replace snapdragon 680 soc with 9000wl if the cost of 9000wl isn’t at least as cheap as 680 for huawei? After all, inflation adds to cost of other parts and specs improve from year to year.
 
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lube

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tphuang said:
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Kirin 9000 series cost is low enough that huawei is putting it on a tablet that costs 1899 rmb. A lot of people make outrageous claims about SMIC 7nm cost and yield. Would they be able to replace snapdragon 680 soc with 9000wl if the cost of 9000wl isn’t at least as cheap as 680 for huawei? After all, inflation adds to cost of other parts and specs improve from year to year.
Click to expand...

The SOC simply isn't a big part of the cost in the first place.
A11 was just 7.5% of the Iphone X production cost, or <3% of the sale price when it was first sold.

Even relatively lower yields compared to TSMC wouldn't change the numbers that much.
The people who keep telling us they're burning money to make these chips are relying on people not crunching the numbers.

In fact, I think the super low yield figures for SMIC are all quoted from this single source who's been proven wrong multiple times (and mocked in this thread). It's what happens when nobody else you interview are willing to give soundbites, because they know enough to be uncertain about their predictions.
 
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tokenanalyst

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Born out of Jihua Laboratory, semiconductor equipment company Jihua Hengyi received Series A financing​

Jihua Heng’s official Weibo disclosed that it had recently reached an important milestone in its Series A financing, attracting the lead investment from Youshan Capital and also receiving investment from Jihua Cuican (Foshan) Investment Co., Ltd.

It is reported that Jihua Hengyi (Foshan) Semiconductor Technology Co., Ltd. was born out of the scientific research institution Jihua Laboratory. It is led by leading talents such as national specially appointed experts and experts with special allowances from the State Council. It has gathered a team of semiconductor technology R&D and development teams with researchers and Ph.D.s as the core. management team. The company was established in 2021 and focuses on the industrialization of semiconductor equipment in the fields of wide bandgap semiconductors and new energy. It focuses on the development of SiC high-temperature epitaxial growth systems, high-temperature ion implantation systems, and high-temperature oxidation and activation systems that meet high yield and stable production requirements. , rapid annealing system and other equipment.

Ji Huahengyi’s official news pointed out that the success of this financing will undoubtedly be even more powerful for the company. The company will use the financial support and market resources of investors to further strengthen technology research and development and product innovation, actively expand domestic and foreign markets, and improve service quality and customer satisfaction.

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