Chinese semiconductor thread II

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Hyper

Junior Member
Registered Member
ansy1968 said:
The way I read it is that the mass production of SSA800A had an effect, why? if we believed the rumored that it's performance is comparable to NXT 2000i then its game over. The 7nm domestic line will be ready in 2025 and I think the Beijing FAB is been primed to mass produced it. That SMIC Beijing FAB is huge with a potential capacity to produce 150,000 WPM, while the new Shanghai FAB will be using the recent purchase ASML DUVI making use of the supply chain and maintenance support already established there.
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SMIC won't make 150,000 WPM for 7nm. There is no market for such nodes.
Mature node products can't move to 7nm and 3nm will take market share.
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gelgoog

Lieutenant General
Registered Member
european_guy said:
In this heated discussion of today, we missed the importance of this news.
SMIC is going to start 4(!) new fabs for 28nm and above for local consumption.
This is impressive news, and we can extrapolate many considerations out of it.
- These fabs will be 100% localized, otherwise SMIC knows US would not allow to build them
- In particular, SMEE 28nm litho has to be almost ready now, or at least they are sure that in the worst case it will be ready for volume production in 2026/27 (the time to build the fabs)
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This is old news. SMIC is building 340,000 wafers per month of 28nm capacity with 300mm wafers in four factories.

These factories are named SMIC Jingcheng (100,000 wpm in Beijing), SMIC Lingang (100,000 wpm in Shanghai), SMIC Shenzhen (40,000 wpm in Shenzhen), and SMIC Xiqing (100,000 wpm in Tianjin).

From what I remember SMIC Shenzhen is already in production, SMIC Jingcheng and SMIC Lingang should have the construction of their fab shells complete and should be moving equipment in to start production this year if they have not done it already.
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This expansion was announced several years ago in like 2020.

But most of this expansion will be done with imported lithography machines. Probably ASML. The only question mark would be with regards to SMIC Jingcheng since the factories financed by Beijing region have higher requirements for Chinese equipment.
 
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gelgoog

Lieutenant General
Registered Member
I think I found out the location of SMIC Jingsheng.

RswyWzM.png


It is in Yizhuang, Beijing. N 39.72595 E 116.57347.

The satellite picture above does not do the construction works justice. There is a lot more stuff being built south of this, plus a huge water treatment plant to the southeast.

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ansy1968

Brigadier
Registered Member
mossen said:
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Unsurprising. As I've long noted, SMIC isn't actually the most important semi firm in China. It's SMEE. Because China already has chip engineers on par with TSMC. The issue is to replace ASML.
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Again bro SMEE is an integrator, if you don't have the necessary component you can't assemble the dammed machine, that was the problem for the last 3 years (2021) until the end user were able to verify and tested and improved the machine , they originally benchmark it with NXT 1980i but the improvement and major breakthrough were able to match the performance of NXT 2000i (the reason for the delay). And also the major component providers like U-precision were able to finished their expansion plan in 2023 and RS LASER were also able to develop a power source at 100kw from the previous prototype of 60 kw, that's a huge improvement and achievement. Now all the planets are align to mass produce the DUVi and it was done so in late 2023.
 
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