Chinese semiconductor thread II

[gotodistance]

[News] China’s Probe into U.S. Chip Subsidies May Target Texas Instruments​

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[supersnoop]

[News] China’s Probe into U.S. Chip Subsidies May Target Texas Instruments​

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Myself and others have been saying this for a while. TI and similar US companies that produce these commoditized chips like ADC/DACs would be put on the firing line. Chinese companies are buying them because the economics for replacement just doesn't make sense. However, the continued belligerence of American sanctions changes that equation. American companies will lose easy business for nothing.

 

[tphuang]

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View attachment 144151

This guy is having a paranoia about CXMT as of late and it's an amazing accomplishment by that company. I'm sure CXMT is using some of the same loopholes SMIC used to import SME to develop below 18.5nm DRAM.

But really interesting to see how american administration in turning a blind eye on them.

I remember when they got the news on YMTC surpassing Samsung they were sanctioned very quickly

are you simply not capable of change from x.com to twitter.com to make it easier for this thread? another infraction like this and you can't post on this thread for a month.

 

[tphuang]

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translation of that article about CXMT getting into D1z. A while back, hvpc mentioned to me that they were making good progress with it, so there has been several prove now that they are able to do this.

Changxin Memory (CXMT), recently began mass production of products using the D1z (16 nanometers or less) of the 10-nanometer (1 nm = 1 billionth of a meter) DRAM process. It is reported that there is a growing sense of crisis that competition in leading products may intensify in the future due to the low-price offensive of Chinese memory companies.

■ Samsung conducts on-site investigation in pursuit of CXMT technology
According to the semiconductor industry on the 22nd, Samsung Electronics has started to grasp the trend after recently seeing that China's CXMT is mass producing double date rate 5 (DDR5) using the D1z of the 10-nanometer DRAM process, which is a leading process. As the 'super gap' technology competition in the semiconductor industry intensifies, semiconductor companies including Samsung Electronics are also putting a lot of effort into understanding their competitors' technological capabilities.

this is good news. Micron got to D1b without EUV. CXMT is at good enough yield with D1z and whatever tools they got from before the October sanctions came + whatever non-American tools they have now. I'd assume they can get to D1a by 2026 as long as AMEC/NAURA tools continue to improve.

The 10nm DRAM process narrows the circuit width in the order of D1x → D1y → D1z. As the circuit width narrows, more cells (data storage units) can be integrated in the same area, which increases density and reduces power consumption. The subsequent generations, D1a to D1b and D1c, are called next-generation processes. The industry sees that if CXMT, which was producing products with the D1x (18nm) and D1y (17nm) level of technology, has begun to introduce the D1z process in earnest, it means that it has narrowed the technological gap quickly.

D1z+DDR5 news seem to be complete now. They are able to do it for around 16nm. And based on roadmap. D1z is sufficient for HBM3 based on what we saw with SK and Samsung.

So the matter now is in fact to build up DDR5 capacity. something to think about with respect to CXMT share of DDR5

 

[tokenanalyst]

SIOM.