Chinese semiconductor thread II

[tokenanalyst]

Annual output of 100,000 tons! New developments in Shaanxi high-purity industrial silicon project​

It is reported that the project is invested by Shangnan Zhongjian Industrial Co., Ltd. with nearly 1 billion yuan. It plans to build 8 25.5MVA industrial silicon electric furnace production lines, which mainly include main production facilities, auxiliary production facilities, public works, living welfare facilities, etc. After completion, it will produce 100,000 tons of high-purity industrial silicon annually, and achieve an annual output value of 2 billion yuan. The construction period of the 100,000 tons of high-purity industrial silicon project is from 2023 to 2025, and it will be implemented in two phases. It is expected that the 8 25.5MW high-purity silicon electric furnace production lines will be completed and put into production by the end of 2025.​

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[vincent]

Yes, this is an entirely ridiculous policy.

View attachment 142961

The DC blobs have gone off on the deep end and fully decided that AI chips are like military weapons.

so this probably restricts the legal sales of Nvidia GPUs (even the low end ones) to China to a certain fixed amount. I presume Huawei is thanking them for this since it has plenty of Ascend NPUs to sell.

But other than that, I'd assume the smuggling business through Japan, Korea, Singapore & Taiwan will continue to bring in plenty of Nvidia GPUs.

It does open up Ascend sales to non-US allied countries.

Higher Resolution:

 

[tokenanalyst]

Study on Tin Contamination Deposition Mechanism on Collector Mirror Surfaces in LPP-EUV Light Sources Based on Hydrodynamics and Particle Simulation Theory.​

Abstract​

The surface of the laser-produced plasma EUV light source collector mirror can accumulate tin contamination during operation. This contamination reduces reflectivity and disrupts the normal functioning of lithography machines. However, the working environment of the EUV light source is extremely complex, making it difficult to clarify the mechanisms of tin contamination deposition. To address this challenge, this study employs fluid dynamics and collisional radiative theory to investigate the generation mechanisms of high-energy tin plasma and to clarify the spatial distribution characteristics of tin plasma in different charge states. A model of the tin plasma expansion process reaching the collector surface was developed using the particle-in-cell model and Monte Carlo methods, examining the tin contamination deposition patterns under various conditions. The results show that tin deposition on the mirror collector is uneven, with significant spatial variation, and an average deposition rate of 2.20×10⁻⁵ nm/pulse. This study is significant for understanding the deposition mechanism of tin contamination on collector mirror and exploring effective methods to mitigate tin contamination.​

Highlights​

• •
  This study uses fluid dynamics and collisional radiative theory to examine the generation of tin plasma and its spatial distribution across different charge states.
• •
  A PIC-MCC model was developed to simulate the expansion process of tin plasma reaching the collector surface.
• •
  The deposition patterns of tin contamination on the collector surface under different conditions were investigated.
• •
  Tin deposition on the collector mirror is uneven, with significant spatial variation, and an average deposition rate of 2.20×10⁻⁵ nm/pulse.
  
  
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[Eventine]

This really isn't surprising when you consider how "all-in" the US is on AI, and how deeply the establishment - however tech. ignorant they might be - have been convinced by "AI influencers" like Sam Altman, Eric Schmidt, and Peter Thiel of the impending AI-driven 4th Industrial Revolution. The transformative potential is being hyped to the moon, for example just today an article was released on CNN about how CEOs are predicting 40% of the global work force will be replaced by AI by 2030.

US elites see dominance of the 4th Industrial Revolution as critical to the project for the New American Century. It's really their last chance at retaining hegemony over the world system. They will do anything to win and China is their biggest rival in AI - the only other country that even poses a threat.

Chips (& chip making equipment), data centers (& data), and software AI platforms (& models) are perceived as the three pillars of AI power. It is not an accident that the US is moving to embargo China on all three fronts.

 

[tokenanalyst]

This really isn't surprising when you consider how "all-in" the US is on AI, and how deeply the establishment - however tech. ignorant they might be - have been convinced by "AI influencers" like Sam Altman, Eric Schmidt, and Peter Thiel of the impending AI-driven 4th Industrial Revolution. The transformative potential is being hyped to the moon, for example just today an article was released on CNN about how CEOs are predicting 40% of the global work force will be replaced by AI by 2030.

US elites see dominance of the 4th Industrial Revolution as critical to the project for the New American Century. It's really their last chance at retaining hegemony over the world system. They will do anything to win and China is their biggest rival in AI - the only other country that even poses a threat.

Chips (& chip making equipment), data centers (& data), and software AI platforms (& models) are perceived as the three pillars of AI power. It is not an accident that the US is moving to embargo China on all three fronts.

Is DJI all over again. US companies with a head start in the technology become popular, the stooges in DOD saw military potential in the technology without exactly defining that potential, DC stooges put exports controls allowing sales to a few selected countries, a small Shenzhen startup started to fill that gap and at the end become the dominant player.

 

[tokenanalyst]

Sub-nano misalignment sensing for lithography with Talbot self-interference​

Abstract​

In lithography, the sensing of subnanoscale misalignment is deemed impossible for existing alignment systems due to signal loss caused by the optical diffraction limit. To solve this fundamental problem, this paper proposes a misalignment sensing strategy based on Talbot self-interference. This strategy improves measurement sensitivity by using the interference of diffracted optical field of moiré fringes. Experimental results show that the proposed strategy can achieve real time-lapse misalignment sensing with an accuracy of 0.25 nm. We hope that this strategy can provide an effective solution to subnanoscale misalignment sensing, as well as inform other fine-scale measurement approaches.​

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[tokenanalyst]

You know things are getting crazy when Ted F*cking Cruz in his glorious little voice is opposing Biden exit GPU bill.

 

[huemens]

You know things are getting crazy when Ted F*cking Cruz in his glorious little voice is opposing Biden exit GPU bill.

View attachment 143001

There's quite a bit of opposition for it.

Letter from Alex Padilla (Senate) to Gina Raimondo

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Letter from Ted Curz and Maria Cantwell (Senate) to Biden

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Letter from SIA to Gina Raimondo and Jake Sullivan

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Letter from ITI to Gina Raimondo

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Another Letter from SIA and several other industry associations to Jake Sullivan and Jeffrey Zients

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[tokenanalyst]

Qingyi Optoelectronics Foshan Production Base High-precision Mask Production Base Capped​

The "High Precision Mask Production Base Construction Project" of Qingyi Optoelectronics' Foshan Production Base was capped. Qingyi Optoelectronics pointed out that the successful capping of the project is not only a strong proof of the company's R&D and production strength, but also injects new vitality into the company's development in the field of flat panel displays.
According to Shenzhen Qingyi Optoelectronics Co., Ltd., the project took 232 days of hard work from pile foundation construction to full capping. Now, the follow-up projects such as clean room, electromechanical package and subcontract have been successfully put into construction, laying a solid foundation for the move-in of key production equipment this year.
On December 15, 2023, Shenzhen Qingyi Optoelectronics Co., Ltd. signed a contract with the Nanhai District Government of Foshan City to settle the Foshan production base in Danzao Town, Nanhai District. Qingyi Optoelectronics reported at the time that the Foshan production base plans to invest 3.5 billion yuan, with a total land area of about 80 acres. The Foshan base mainly includes two project contents, namely the high-precision mask production base construction project and the high-end semiconductor mask production base construction project. Among them, the high-precision mask production base construction project focuses on the research and development and production of high-precision flat panel display masks, and will face the global display technology changes. The high-end semiconductor mask production base construction project focuses on the production of semiconductor masks.
According to Foshan Industry and Information Technology, on March 18, 2024, the construction project of Shenzhen Qingyi Optoelectronics Co., Ltd.'s "Flat Panel Display and Semiconductor Mask" production base (Nanhai, Foshan) with a total investment of 3.5 billion yuan started. The Qingyi Optoelectronics Foshan production base project will build a flat panel display supporting mask production line and a semiconductor IC supporting mask production line. In the future, it will achieve mass production of 250-28nm photomasks to meet the mask needs of 8-inch and 12-inch wafer factories.

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[Hyper]

Yes, this is an entirely ridiculous policy.

View attachment 142961

The DC blobs have gone off on the deep end and fully decided that AI chips are like military weapons.

so this probably restricts the legal sales of Nvidia GPUs (even the low end ones) to China to a certain fixed amount. I presume Huawei is thanking them for this since it has plenty of Ascend NPUs to sell.

But other than that, I'd assume the smuggling business through Japan, Korea, Singapore & Taiwan will continue to bring in plenty of Nvidia GPUs.

It does open up Ascend sales to non-U

There's quite a bit of opposition for it.

Letter from Alex Padilla (Senate) to Gina Raimondo

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Letter from Ted Curz and Maria Cantwell (Senate) to Biden

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Letter from SIA to Gina Raimondo and Jake Sullivan

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Letter from ITI to Gina Raimondo

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Another Letter from SIA and several other industry associations to Jake Sullivan and Jeffrey Zients

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Restrictions have not set in. Lot of opposition already. Administration change in 10 days. Ultimately there will be no restriction.