Still half baked. BYD might not have the required experience with regards to chip design but other companies in China like UNISOC, Rockchip, or Allwinner have it. While it is a good idea to try to break the Qualcomm momentum with a Mediatek chip, remember that if the US decides to enact sanctions like they did to Huawei, they will force feed you with Qualcomm chips anyway. So this solves little.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
At the pace BYD is going, I won't be surprised if they can design better chips than Unisoc and Rockchip pretty soon.
As for the latter part, I think the real risk is with TSMC rather than Mediatek, so they just need to stop up on this.
Rest of their chips can be produced with 6nm (equivalent to SMIC N+3) process.
The first patent doesn't seem to have to do with lithography. The EUV range is outside the 13.5nm LPP produced light.
Is a commercial company making EUV technology, that alone is interesting enough.
Another issue is that a technology applied in one area can be used in other areas, in this case EUV lithography. I think this is one of those case that the HUGE investment that China did in their space program and high energy physics scientific research will pay off by helping China semiconductor industry and the economy in general.
Is also interesting to think that China semi toolmakers survived the monopoly of US, European and Japanese toolmakers by focusing in other areas like Solar, FPD, batteries, packaging. Without the huge investment that China did in these areas the country wouldn't have domestic Ion Implanters, CVD, PVD, Atomic Layer Deposition tools or even domestic metrology tools. SMEE would had died long time ago and AMEC would struggle a lot without the FPD industry. China would be at the absolute mercy of the US.
this only happens in China, where an unknown commercial company filled Patent related EUV technology.. we also have seen 6 to 7 different light source being developed in mainland by different institutes. world has never seen this kind of luxury before..
on each and every semi tool/equipment we have multiple companies competing with each other. basically entire supply chain has lit up.
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Sumco is losing market share in China
When will we see TEL, KLA, LAM etc lose the majority of their market share in China?
When will we see TEL, KLA, LAM etc lose the majority of their market share in China?
this is particularly interesting from the idea of "data black box".
At some point, Western companies just loose the ability of knowing the current progress of Chinese semi sector because they are no longer supplying there that much.
That CIOMP component is specifically a subsystem of the main drive laser used to excite the tin droplets. It’s the laser seeding component for the rest of the laser system. There are to my understanding maybe 2 or 3 candidates for the drive laser in development.
Like I said a few months ago a lot of the recent patents suggest strongly that they are deep into the instrument characterization stage of the product development process. Pretty much all the patents of the last year are integration level optimization solutions to get the product performing to their own requirements targets. Furthermore if they've patented something that means the solution has probably already been employed.
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