The article can be summed up as: export controls didn't achieve anything, but now we made them angry, we can't back out anymore, so we should focus on trying to delay our demise.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
CFMEE: Liquid-cooled vapor chamber is expected to bring new application space.
Liquid-cooled heat spreaders bring incremental demand for direct write lithography. As AIGC spreads to the end side, end-side chips have higher requirements for heat dissipation performance, which has led to an increase in demand for liquid-cooled heat spreader VC (Vapor Chamber) solutions. Heat sinks are traditionally made in the form of stamping, but because of the requirements for alignment and flatness, they are changed to etching, which requires two exposures. The first one is completed with a traditional exposure machine, and the second exposure uses LDI equipment. We believe that Xingji Micro-Equipment, as a leading domestic direct write lithography manufacturer, is expected to usher in new industry demand and business expansion.
Compared with traditional lithography equipment, direct write lithography equipment is not limited by the size of the mask, has a better correction mechanism, and can help improve the overall yield of advanced packaging processes such as 2.5D. According to the company's management, related products have been tested in mass production at many leading clients, and the verification is progressing smoothly. In 2024, under the overall weak recovery trend of the PCB industry, we see that the development of terminals such as AI servers and smartphones will bring about structural growth in high-end products such as HDI and FPCB. The company's management mentioned that the demand for high-end boards from downstream customers is growing rapidly, and coupled with the transfer of production capacity of downstream customers in Southeast Asia, the growth trend of overseas orders is obvious.
SmartSens unveils its own fully domestically produced CIS SC585XS using 28nm+ process (I can only assume this is SMIC, since they don't call things 22nm, but rather 28nm cutout 1, cutout 2)
Target is Omnivision's OV50H CIS, which IIRC is also at least partially fabb'd at SMIC.
Claims its Sparse PDAF mode is 50% less power consumption than competition.
US considers removing some companies from the new sanction list amid lobbying from US equipment companies. Originally it was supposed to be unveiled today, which has now been delayed to Monday, while they are revising the list. According to Bloomberg some companies including CXMT has been removed from this round.
US Preps China Chip Curbs That Stop Short of Early Proposals
okay this guy is more reliable
9020 is the world's 1st SGPP R1 5G-A SOC (so that's why it's the fastest)
According to internal data, score core performance improved 50% on average (vs A73)
Medium core improved by 20%
Energy efficient of large core improved significantly
compared to 9000S, CPU performance, energy efficiency for heavy loaded games & NPU computation have significantly improved.
Huawei made major breakthrough here with K9020. It will be followed by 9030 and 9040
9020 is the world's 1st SGPP R1 5G-A SOC (so that's why it's the fastest)
According to internal data, score core performance improved 50% on average (vs A73)
Medium core improved by 20%
Energy efficient of large core improved significantly
compared to 9000S, CPU performance, energy efficiency for heavy loaded games & NPU computation have significantly improved.
So with the TSMC A.I chip ban, how many chinese companies will turn to Samsung instead of going along with SMIC? And how long before Samsung gets banned from producing GPUs for Chinese A.I companies?
Samsung is already being banned from producing AI chips for China. SMIC is the only option left for domestic companies.