Chinese semiconductor thread II

henrik

Senior Member
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Waiting for SMIC Tianjin and Shenzhen announcement this year and only SMIC Shanghai Lingan wil used ASML. Since they had the eco systems fully established in Shanghai.

How come only 28nm for SMIC non-US line at this point? Do they mean 28nm machines can make 7nm after multi-patterning?
 

GiantPanda

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Beijing SMIC non-US line is operational at 28nm 2nd half of the year. No Applied, No Lam and No KLA.

How come only 28nm for SMIC non-US line at this point? Do they mean 28nm machines can make 7nm after multi-patterning?

Old news in this thread but really this is the beginning of a new era. The node size is centered around the 28nm SSA800 lithography system from SMEE. Yes, multi-patterning will allow sub-10nm nodes.

I think shenzhen is already operational at 45nm/55nm. It would be milestone if CHina has the largest capacity for mature nodes
Domestic EUV is just around the corner.

It is really an all-of-society epic whose importance and impact is not fully conveyed in the piece's headline. This will not only innoculate China from US sanctions. But it will be the first time that all the processes and materials in the making of chips are controlled and produced in one country with all that portends. This is vertical integration of an industry that is famously globalized. The efficiency and economy of scale that doesn't require a thousand things crossing borders for every iteration will be immense going forward. This will hit the world like China did with solar and electric vehicles once matured.
 

ansy1968

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How come only 28nm for SMIC non-US line at this point? Do they mean 28nm machines can make 7nm after multi-patterning?
I'm guessing Huawei has a domestic line somewhere in Shenzhen, that FAB may have help to validate and test SMEE 28NM Duvi machine, while those in Shanghai Huawei may have received surplus NXT 1980I and ICRC may HAVE a role in helping Huawei since they had a copy of NXT 1980I donated by ASML.
 

ZeEa5KPul

Colonel
Registered Member
Do you have the full article?
There's an archived page. The article, as expected, is trash:
China has no homegrown alternative for the higher-end lithography machines. The country’s top domestic option is Shanghai Micro Electronics Equipment Group, whose website shows it makes lithography machines for production of chips as advanced as 90-nanometer circuit size.
This is the level we're dealing with.
 

tokenanalyst

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Chinese AI chip maker reduces specifications to ensure TSMC's production orders

Reuters reported, citing people familiar with the matter, that some Chinese artificial intelligence (AI) chip companies are currently designing less powerful processors so that they can continue to be produced by TSMC despite U.S. sanctions.

Sources said that the latest export controls implemented by the United States in October last year exposed China's limited advanced chip production capacity and that Chinese AI chip design companies still rely heavily on TSMC, the world's leading chip foundry.

It is reported that China's two top AI chip companies, MetaX and Enflame, submitted downgraded chip designs to TSMC at the end of last year to comply with U.S. restrictions. Shanghai-based Muxi has developed a downgraded product called the C280 and said its most advanced GPU product, the C500, was out of stock in China earlier this year.

The source also said that although China has an estimated 44 wafer foundries, only SMIC (00981) is capable of mass-producing advanced GPUs. Until recently, SMIC's production capacity was entirely reserved for Huawei.

Reports indicate that SMIC this year agreed to allocate a certain amount of production capacity to Chinese AI chip companies that are directly sanctioned by the United States and banned from overseas OEMs. One of them is Cambrian with a national background. According to sources, the United States will take restrictive measures against the company at the end of 2022, fearing that it may provide AI chip technology to the Chinese military. The company has struggled ever since.
That is another reason why China need their own semiconductor supply chain, especially lithography. Also SMIC should look into the possibility of license their 7nm technology to other fabs
 

tokenanalyst

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Meifu Technology received tens of millions of yuan in Series A financing​


Recently, Shandong Meifu Technology Co., Ltd. (hereinafter referred to as "Meifu Technology") completed a round A financing of tens of millions of yuan, led exclusively by Changjiang Capital. The funds will be used for factory construction, R&D investment, and customer development.

Meifu Technology is a processing company focusing on the field of high-performance fluorine materials. It mainly deals in PTFE, PFA, PCTFE and other products and their processed products, which are mainly used in semiconductors, 5G, new energy, medicine, aviation and other fields.

It is reported that PTFE can be divided into electronic grade PTFE and chemical grade PTFE according to its purity and application field. The main advantage of electronic grade PTFE lies in its high purity and low metal ion precipitation, which can effectively avoid the contamination of semiconductor solvents, ensure the cleanliness of the product, and meet the production requirements of advanced processes.
1717598245429.png

According to Changjiang Growth Capital, Meifu Technology was founded in 2015 and has positioned itself as a high-end electronic-grade PTFE product since its inception. After long-term formula testing and process polishing, Meifu Technology's products have been successfully applied in semiconductor giants such as TSMC, Samsung, and LG, and continue to develop cooperative customers in more than 30 countries and regions. In the past two years, Meifu Technology has further integrated into the integrated layout of device manufacturers to provide customers with high-quality device product solutions.

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LanceD23

Junior Member
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There's an archived page. The article, as expected, is trash:

This is the level we're dealing with.
lol, I wouldn't say the article has no value. First, Its an US source and it confirms its a non-US line. which is something.
Also just the big picture of SMIC’s Jingcheng facility up and running and ready to go is already worth it. Talk is cheap but a picture is worth thousands of words
have you seen any picture of that facility before? I haven't .
 
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LanceD23

Junior Member
Registered Member
I'm guessing Huawei has a domestic line somewhere in Shenzhen, that FAB may have help to validate and test SMEE 28NM Duvi machine, while those in Shanghai Huawei may have received surplus NXT 1980I and ICRC may HAVE a role in helping Huawei since they had a copy of NXT 1980I donated by ASML.
There was an article posted here before about JHCC reborned & up and running under Huawei and was helped mainly by Naura to get around US sanctions.
I think that's first non US line up and running.
 
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