Chinese semiconductor thread II

[GiantPanda]

Tools are not LEGOs.


Except the US government will apply pressure to ASML to prevent this from happening.

China should just shed light on the fact that the US is monopolizing the chip sector by force by using what levers it has. And that this can be used against Europe, Japan, South Korea, or Taiwan too. That the US seeks to undermine their own industries as well. It is as simple as that.

In the long term China has roughly a third of global chipmaking capacity, like half the chip demand, and that market will be self-sustainable. Just the sheer gravitational pull of the sector in China is irresistible. Talk that a single country cannot encompass the whole supply side of chipmaking is hogwash. Japan could basically make it and they have like a tenth the population of China. So what if the machines are complex. So are jet engines and China is getting there. Just like they did with high-speed rail, solar power, EVs, space launchers, and other sectors.

The goal should be to go full domestic in everything that could be impacted by sanctions. It is not the most efficient way of doing things but anything else is a risk.

If China fulfills its main goal of full domestication then economy of scale alone will make exports a major side benefit somewhere down the line. Do worry about international competitiveness just. Size of market and the cutthroat internal competitiveness means that whomever comes out of that ecosystem will ensure no industry is too far behind.

China is not the USSR. Even when attacked in a tech and trade war fron West, China is expanding as the world's largest trading nation.

Go 100% domestic in chips, in autos, in aircraft, in games, in everything. And all will fall into place.

That domestic market is immensely powerful. The world's largest in cars and practically all major consumer items a modern population is expected to purchase. Chinese buys at multiples of the US. Uses electricity at multiples of the US.

Think about this, China's airliners market is 99.9% foreign. Just making that more domestic will engage huge amounts of coming growth.

 

[tphuang]

something from Paul on this topic and he knows these things quite well, so I think it's something to consider. I would imagine ASML itself would fight tooth and nails to keep the service personnels in there, so looks like some spare parts will be denied license. Which I think they can probably get through with some pain.

https://twitter.com/i/web/status/1829215835631554793

 

[tokenanalyst]

The latest progress of CR Micro's 12-inch projects in Chongqing and Shenzhen​

Recently, China Resources Microelectronics disclosed a record of investor relations activities, which showed that the company's two 12-inch projects were progressing as expected, Chongqing's 12-inch production line focuses on power devices and is currently fully loaded with materials, and is expected to achieve full production in the second half of the year. Shenzhen's 12-inch production line focuses on 40-90nm power ICs and MCUs and other products. It has entered the equipment installation and commissioning stage, and R&D work is being promoted simultaneously. It is expected to be put into operation by the end of the year.

Project progress: China Resources Microelectronics' Chongqing 12-inch production line focuses on power devices, and its main products are MOSFET and IGBT, among which MOSFET focuses on medium and low voltage advanced trench MOS and high voltage super junction MOS. The modified production line will be put into production at the end of 2022, with a total investment of 7.55 billion yuan. After the completion of the project, it is expected to form a monthly production capacity of 30,000 to 35,000 12-inch medium and high-end power semiconductor wafers, and to build supporting 12-inch epitaxial and thin-film process capabilities.

The Chongqing 12-inch production line is currently fully loaded with materials, and it is expected to achieve full production in the second half of the year.The Shenzhen 12-inch wafer project of China Resources Microelectronics was announced to start construction on October 29, 2022, focusing on 40-90nm special analog power IC products. The key products are power-related, including power drive, battery protection, etc., and microcontrollers, including MCU, etc. The total investment scale of the first phase of the project is about 22 billion yuan. The Shenzhen 12-inch production line focuses on products such as 40-90nm power ICs and MCUs. It has entered the equipment installation and commissioning stage, and R&D work is being promoted simultaneously. It is expected to be put into operation by the end of the year.

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[tokenanalyst]

Virtual Fab Coupled Physics-Based Simulation Design of Sub-2nm Node 3D Heterogeneous Si/IGZO 6T SRAM​

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Abstract:​

In this work, we propose an all-vertical-transistor based 3D heterogeneous 6T SRAM design. Self-align Si vertical gate-all-around (vGAA) FEOL CFET inverters and vertical channel all around (vCAA) BEOL-compatible IGZO pass gates (PG) are stacked vertically again in 3 layers within a 2T footprint area. State-of-the-art Virtual Fab process emulation validates the hetero-integration flow and generate near realistic geometry of not only the transistor but also the interconnect of a 6T SRAM cell. Furthermore, by physics-based simulation augmented fine tuning and extending the experimental validated device compact model and the interconnect RC, geometry- and parasitic-aware device to circuit DTCO analysis of the 3D heterogeneous 6T SRAM is performed. The hetero-integration of IGZO vCAA PG and vGAA CFET inverters showed 59% Read Static Noise Margin (RSNM) enhancement, 86% static leakage power reduction, and 53% area reduction.​

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[gelgoog]

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China's IDM CR Micro Expands 12-Inch Production Capacity to 25,000 Wafers per Month​

China Resources Microelectronics (CR Micro), the leading IDM in China, is expanding its production capacity in Chongqing City. By the end of this year, CR Micro anticipates a monthly output of 20,000 to 25,000 wafers from its 12-inch production line in Chongqing, which focuses on power devices, including MOSFETs and IGBTs.

The company's investor relations activity record indicates that product verification and ramp-up progress are on track, with an expected output of 20,000 wafers by year-end, and an ambitious goal of reaching 25,000 wafers. Looking ahead to next year, CR Micro aims to further enhance its production capabilities, with a projected capacity of 30,000-35,000 wafers.

Moreover, CR Micro is planning to launch another 12-inch production line in Shenzhen by the end of 2024. This upcoming facility will specialize in 40-90nm specialty analog power IC products, such as power drivers, battery protection, and microcontrollers (MCUs).

Established in 2003, CR Micro is headquartered in Wuxi, Jiangsu Province, in eastern China. The company focuses on power semiconductors and intelligent sensors and became publicly listed on the Shanghai Stock Exchange in 2020.

CR Micro also disclosed its scaling efforts in SiC and GaN production. In the first half of this year, the revenue from SiC and GaN products witnessed an impressive year-on-year increase of approximately 3.6 times. The company expects the growth rate to continue rising in the second half of the year.

Notably, CR Micro's SiC products find applications in automotive electronics, charging stations, industrial power supplies, photovoltaics, and energy storage, among others. On the other hand, GaN products are primarily used in PC power supplies, motor drives, lighting power supplies, and fast charging for mobile phones. As part of its strategic partnerships, CR Micro collaborates with industry-leading customers in communication, industrial control, lighting, and fast charging domains.

 

[tokenanalyst]

"The only thing that will stop China from developing a Commercial High Volume EUV Lithography Machine is if ASML sells them one"

 

[tphuang]

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China's IDM CR Micro Expands 12-Inch Production Capacity to 25,000 Wafers per Month​

China Resources Microelectronics (CR Micro), the leading IDM in China, is expanding its production capacity in Chongqing City. By the end of this year, CR Micro anticipates a monthly output of 20,000 to 25,000 wafers from its 12-inch production line in Chongqing, which focuses on power devices, including MOSFETs and IGBTs.

The company's investor relations activity record indicates that product verification and ramp-up progress are on track, with an expected output of 20,000 wafers by year-end, and an ambitious goal of reaching 25,000 wafers. Looking ahead to next year, CR Micro aims to further enhance its production capabilities, with a projected capacity of 30,000-35,000 wafers.

Moreover, CR Micro is planning to launch another 12-inch production line in Shenzhen by the end of 2024. This upcoming facility will specialize in 40-90nm specialty analog power IC products, such as power drivers, battery protection, and microcontrollers (MCUs).

Established in 2003, CR Micro is headquartered in Wuxi, Jiangsu Province, in eastern China. The company focuses on power semiconductors and intelligent sensors and became publicly listed on the Shanghai Stock Exchange in 2020.

CR Micro also disclosed its scaling efforts in SiC and GaN production. In the first half of this year, the revenue from SiC and GaN products witnessed an impressive year-on-year increase of approximately 3.6 times. The company expects the growth rate to continue rising in the second half of the year.

Notably, CR Micro's SiC products find applications in automotive electronics, charging stations, industrial power supplies, photovoltaics, and energy storage, among others. On the other hand, GaN products are primarily used in PC power supplies, motor drives, lighting power supplies, and fast charging for mobile phones. As part of its strategic partnerships, CR Micro collaborates with industry-leading customers in communication, industrial control, lighting, and fast charging domains.

yeah, I think this project got announced almost 2 years ago. It's good to see that Shenzhen fab is coming online later this year. You can see that HH is really getting squeezed when so many other fabs are capable of producing 40-55nm MCUs and power ICs

All this is going to be needed for the EV expansion and new energy expansion.

CR Micros actually doesn't have much of a market share in Auto SiC right now

 

[SanWenYu]

"The only thing that will stop China from developing a Commercial High Volume EUV Lithography Machine is if ASML sells them one"

Too late even if ASML was able to get a permit today. IMO China is getting very close to having domestic EUV lithography machines. The sunk cost is too high for the government and the industries to give up. The reward will also be too high for them to not take.

 

[ansy1968]

Too late even if ASML was able to get a permit today. IMO China is getting very close to having domestic EUV lithography machines. The sunk cost is too high for the government and the industries to give up. The reward will also be too high for them to not take.

They will get one as soon as the Chinese officially introduces theirs and may sell the older model NXT 3400 series of EUVi machine. I'm thinking all of these bravado coming from the Collective West is an acceptance that the SMEE SSA800A is really a threat and subsequent iteration will force them to rethink their containment policy, right now there is a window for 2 types of ASML DUVi machine the NXT 2050i and NXT 2100i, these are the targets of the planned restriction cause the Chinese had no counterparts as of now, within 2 years when the mythical SSA900A arrive and produce in quantity then we will a sea change as fast as a Tsunami.

 

[ansy1968]

And one more thing who is stupid enough to buy any product coming from ASML as you kept threatening to cut off parts and maintenance to your customer, even if you dangle in the latest HI NA EUVL no Chinese company will buy it. The day of you being a monopoly had ended in 2023 and from this day forward the Chinese will be eating your lunch and you can count on it.