SMEE had produced at least 8 to 12 prototype machine in 2021 and was tested intensely and verify for the whole of 2022 as major component makers like U-Precision expand by building new factory. At the same time new breakthrough were achieved with new iteration able to match ASML NXT 2000i (the original SSA800 is bench mark against NXT 1980i) a major improvement in performance. 2023 was the year that major component providers had finished their expansion plan and we see reports posted by our esteem members that 2 improved SAA 800 was produced late last year. From that report we may surmise that SMEE can assemble 2 units per month and may increase it to 3-4 units by midyear heralding the mass production of the Machine.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
you again..
let me clear your doubts and false information.
SMEE or any other insider source never said, we will start mass production in 2020.
SMEE officially registered entire machine Patent back in 2021.. then verification and ''solve technical glitches'' took this much time. we are talking Lithography machine. SMEE become the third entity in the world after ASML/Japan to successfully conquered DUVi.. all core components are domestically produced include lens and light source.
components mass production is itself a mammoth task. it takes time..
2021-2023 time period in which SMEE solved all technical bottlenecks. successfully completed initial verification and produced some units of Lithography. last year they produced 5-10 units. in which two improved units of SSA800i delivered too.
one of the supplier of SMEE, U-Precision won 300 Million RMB order. if we take per unit price then 20 sets will deliver to SMEE this year.
in 2024, SMEE will producer 20 units of Lithography machines. production is gradually increasing..
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and please clear your doubts again. almost every new member on semiconductor thread is plain wrong about EUV development.
SMEE has nothing to do with EUV
SMEE has nothing to do with EUV
SMEE has nothing to do with EUV
SMEE has nothing to do with EUV
SMEE has nothing to do with EUV
SMEE's only responsibility is DUVi. project 02. that's it.
EUV project carrying by other Chinese institutes. they are much more capable than SMEE and financially super strong. and EUV progress is much faster than DUV coz of different reasons.
Yield is so low that Huawei is once again the top cellphone seller in China lmfao.
China continues to fail. Failing upward to higher and higher horizons. The fail is cosmic. This is unbearable.
SMIC reported results
revenue finally up vs 2022 in Q4, but margins down to 16.4%
Expecting flat to 2% jump in revenue in Q1
just 9-11% margins
avg utilization of 75%
806k wpm of 8-inch capacity by end of 2023
Expecting capex in 2024 to be same as 2023
So SMIC continues to spend a lot for its size, about $7.5B last year so expecting $15B in two years
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Are you saying you think that the yields of "7nm" processes are equal across all "7nm products" regardless of whether it's a SoC like Kirin, or a GPU like Ascend?
consider the following
Huawei sold 11.46m phones in Q4 in China + 2.8m tablets
Let's just round up and say around 15m phone/tablets in Q4 globally
some of which will be using Qualcomm chips
And this number keeps rising into Q1 since Huawei is top phone seller now
I wouldn't be surprised if they require 1million Kirin chips per week or 4.5million kirin chips per month
Going up to maybe 6-7million per month by the time Mate 70 comes out
so yeah, both capacity and yield need to come up a lot and it seems like they are confident about that. Which says a lot for SMIC's advanced node production
Huawei sold 11.46m phones in Q4 in China + 2.8m tablets
Let's just round up and say around 15m phone/tablets in Q4 globally
some of which will be using Qualcomm chips
And this number keeps rising into Q1 since Huawei is top phone seller now
I wouldn't be surprised if they require 1million Kirin chips per week or 4.5million kirin chips per month
Going up to maybe 6-7million per month by the time Mate 70 comes out
so yeah, both capacity and yield need to come up a lot and it seems like they are confident about that. Which says a lot for SMIC's advanced node production
I'd like to know how many Ascend GPU has Huawei sold last year
Bigger die have lower yields compare to smaller die. The die size of Ascend GPU should be bigger than Kirin SOC