Chinese semiconductor thread II

tokenanalyst

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Wonder if these patents are being generated because prototypes are now in system optimization phase of development.
At least with immersion lithography most of the new patents that are coming out are ancillary equipment, parts and upgrades, no core parts of the machine. That is one of the reasons I said that they have been running these machines in domestic fabrication lines for the last few years at least, debugging them and solving yield issues with them. These immersion machines have gone from 45nm <the goal of the project in 2017> to 28nm <the upgraded goal in 2020> to 7nm <to match SMEE overlay metrology tools> along with their dry I-Line, KrF, ArF counterpart.​
 

latenlazy

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At least with immersion lithography most of the new patents that are coming out are ancillary equipment, parts and upgrades, no core parts of the machine. That is one of the reasons I said that they have been running these machines in domestic fabrication lines for the last few years at least, debugging them and solving yield issues with them. These immersion machines have gone from 45nm <the goal of the project in 2017> to 28nm <the upgraded goal in 2020> to 7nm <to match SMEE overlay metrology tools> along with their dry I-Line, KrF, ArF counterpart.​
Makes you wonder if they're learning anything in the DUVi NPI process that's informing current developments of the EUV instrument.
 

Wrought

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Paul Triolo is definitely one of the better ones

He has good sources. :p

The author wishes to thank, among others, @tphuang, a close industry observer, for his contributions to the drafting of this article, through regular and detailed discussions over the past several years. He also would like to thank a number of other unnamed industry insiders who provided significant context and helped the author understand the major new directions of semiconductor industry policy and private sector engagement in China.
 
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LanceD23

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Paul Triolo , or US side focused only on logic and memory, advanced or mature. Thats highly unbalanced.

What about Si, SiC, GaN IGBT fabs for EV car and High speed rail, and charging. LED and display fabs , photonics, GaN for radar, and power amplifiers. LiDars. Those are huge volumes.
THey are all parts of the greater picture
 

FairAndUnbiased

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Paul Triolo , or US side focused only on logic and memory, advanced or mature. Thats highly unbalanced.

What about Si, SiC, GaN IGBT fabs for EV car and High speed rail, and charging. LED and display fabs , photonics, GaN for radar, and power amplifiers. LiDars. Those are huge volumes.
THey are all parts of the greater picture
there's tons they forgot, like MCU, graphics drivers, motor drivers, modems, sensors, etc. The industry is huge and every part can be chipped away at. This will be bad for the companies previously dominant in this sector like TI, Renesas and Infineon.
 

tokenanalyst

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The Peking University School of Integrated Circuits/Integrated Circuit Advanced Center team has made important progress in research on frequency generation and mixing of wireless IoT based on memristor arrays​



Wireless Internet of Things (WIoT) has received increasing attention in various applications such as smart factories, smart homes, and security monitoring. Compared with traditional networks, WIoT requires no cables or physical connections, is easy to set up, and reduces the need for manual intervention, helping to greatly increase productivity, reduce costs, and improve user satisfaction. Modern WIoT hardware can either use higher frequencies to achieve short-range, high-speed data interaction, or use relatively lower frequencies to achieve long-distance transmission of sensor data to edge or cloud processing centers. Frequency generation and mixing are extremely critical steps in achieving high-efficiency wireless transmission; however, existing frequency generation and mixing modules usually use independent generation and mixing circuits, based on traditional complementary metal oxide semiconductor (CMOS) devices, using registers Complex digital and analog circuits such as ring oscillators, digital-to-analog converters, and operational amplifiers are not specifically designed for lower-frequency WIoT transmission links, which naturally results in higher delays and energy consumption.

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tphuang

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NAURA here is getting interviewed
目前,SiC领域累计出货量超过4000台,在2023年全年出货方面, SiC长晶炉出货超1000台,外延炉出货超100台,芯片前道设备出货超100台。同时,我们也布局了适用于6寸和8寸的SiC长晶炉、外延炉、全系列刻蚀设备、PECVD、PVD、高温炉管、立式炉的全面解决方案。
1000+ SiC growth furnace delivered & 100+ epitaxial growth delivered in 2023. Over 100 front end equipments. in total over 4000 SiC equipments have been delivered (I assume that number goes beyond 2023).
they provide crystal growth, epitaxial growht, etching equipment PECVD, PVD, vertical furnace and high temp furnace tubes.

on GaN side, they provide etching, PVD, cleaning, PECVD, vertical furnace type of equipments

expecting SiC modules to account for 70% of auto market by 2027. When they can get the cost down closer to Si chips.
 
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