of course it's a domestic product. By that definition, then America doesn't have any domestic product.
BYD producing all its own IGBTs and SiC at the new Chengdu fab
Horizon Robotics up to 7 million AI chip delivery. 1 million in 2 months
Chinese semiconductor thread II
- Thread starter vincent
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BYD producing all its own IGBTs and SiC at the new Chengdu fab
Horizon Robotics up to 7 million AI chip delivery. 1 million in 2 months
01.ai will be using Ascend chips to train some of its models.
ANAME cluster ALD tools had be delivered to costumers.
In 2024, the first advanced process ALD cluster machine A300 independently developed by Yuanlei Nano has been successfully delivered to customers. This progress not only reflects the company's innovative strength in the field of ALD advanced process equipment, but also demonstrates its firm determination and remarkable achievements in promoting the localization of the semiconductor industry.
It is reported that the equipment realizes seamless connection between PE and Thermal processes, greatly improving process stability and production efficiency. Among them, the Thermal ALD process chamber is equipped with a plasma self-cleaning function, which helps to improve the reliability of the equipment and extend the PM cycle, further improving performance and competitiveness. The various process performances of this platform have reached the international advanced level and have been recognized by many customers.
Up to now, Yuanlei Nano has completed two rounds of financing and obtained industrial capital and corporate support including Shangqi Capital, Fengnian Capital, Guozhong Capital, Jinyu Maowu, Bangsheng Capital, Shenzhen Capital Group, Yuanlai Capital, and Hunpu Investment.
Also developing Si/Ge Epitaxial tools, not many companies in this market.
AI Litho Mask Production.
LIC-CGAN: fast lithography latent images calculation method for large-area masks using deep learning
Abstract
Latent image calculation for large-area masks is an indispensable but time-consuming step in lithography simulation. This paper presents LIC-CGAN, a fast method for three-dimensional (3D) latent image calculation of large-area masks using deep learning. Initially, the library of mask clips and their corresponding latent images is established, which is then used to train conditional generative adversarial networks (CGANs). The large area layout is divided into mask clips based on local pattern features. If a mask clip matches one from the training library, its latent image can be obtained directly. Otherwise, the CGANs are employed to calculate its local latent image. Finally, all local latent images are synthesized to simulate the entire latent image. The proposed method is applied to lithography simulations for display panels, demonstrating high accuracy and a speed-up of 2.5 to 4.7 times compared to the rigorous process.
How will this affect CN? Also does VN also hav similqt gov system w CN?
Zero affect on CN
I've written about this a few times in my articles on how U.S. sanctions against China were not working and in fact were accelerating Chinese equipment localization, first on Seeking Alpha and now on Substack. What happened during President Clinton was that under the Wassenaar arrangment China couldnt build any 300mm fabs and chip node needed to be 2 nodes behind the U.S. Then SEMI, the Equipment consortium that puts on Semicon shows, lobbied the U.S. Congress to enable its members, equipment companies, to sell 300mm and state-of-the art equipment because the Chinese promised not to use the the chips in military operations. SEMI members made money, Clinton gave missile guidance to China, and the rest is history. So GREED won out.
Now under another Democratic party leadership, Biden used POLITICS to doll out money under the U.S. Chips Act. I just discussed this at a Bank of America Asia presentation on Monday. I may write a Substack article on it. By the way, here is a recent article I wrote on China Sanctions and ASML. Sorry there is a Paywall.
Will likely affect more Malaysia and Singapore than China, most made in China ICs are tested and packaged locally.