Chinese semiconductor thread II
- Thread starter vincent
- Start date
i would not take news like this from Taiwan too seriously. It also says yield on SMIC N+2 process is 50%, which seems way too low.
anyhow, YASC has started production in its huge SiC plant of 30k wpm.
anyhow, YASC has started production in its huge SiC plant of 30k wpm.
Reminder that Synopsys revenue in China is already going down. Q1 revenue looks to be down to 2021 levels. So, domestic EDA adoption is probably proceeding faster than many other part of supply chain. This will only accelerate that.
Now, China has localized Huada Jiatian's 5nm EDA... and Huawei also has 3nm EDA... congrats to U.S for waking up the devil
US curbs chip design software, chemicals, other shipments to China.
(Reuters) -The United States has ordered a broad swathe of companies to stop shipping goods to China without a license and revoked licenses already granted to certain suppliers, said three people familiar with the matter. Products affected include design software and chemicals for semiconductors, butane and ethane, machine tools, and aviation equipment, the people said. The two sources said the Commerce Department will review requests for licenses to ship to China on a case-by-case basis, suggesting the action was not an outright ban.In April, Chinese state news agency Xinhua said Synopsys, Cadence and Siemens's Mentor Graphics together control more than 70% of the market share in China.
Chinese companies that have said they use Synopsys and Cadence software include design firm Brite Semiconductor, Zhuhai Jieli and semiconductor IP portfolio provider VeriSilicon.
Do they have fabs?
Ok, that is not just mature technology, that is bottom of the barrel of mature technology. basically something that you can make with MOCVD, a cheap mask aligner and wet etching tanks.
lcsc electronics is a great place to find Asian suppliers.
US D.C. stooges: We are going to ban US EDA companies from selling in China. *In their glorious annoying little voices*
China EDA companies: So you are giving us free market share?
US D.C. stooges: Yes.
China EDA companies: Well, we can't complain about that.
Recently, ProPlus Electronics stated in an institutional survey that, judging from industry trends, industry EDA tool licensing is mainly based on a fixed-term licensing model. As the licensing period of some customers' previous purchases of overseas EDA products gradually expires, under the general trend of domestic substitution, strategic cooperation within the industry will accelerate the implementation of demonstration projects and promote domestic customers' support for domestic EDA tools.
It is reported that user habits are an important indicator for forming industry ecological barriers. However, under the general trend of domestic substitution, user habits are not an insurmountable problem: from the perspective of market competitiveness and demand, winning customer trust and choice is more important to rely on product performance and solving problems that others cannot solve. In this case, user habits must give way to product performance. With the gradual improvement of the performance of domestic EDA products, reaching or even exceeding the international leading level in some areas, switching between products and habits has become possible.
Since taking root in South China in 2021, ProPlus Guangzhou Company has always been in resonance with the integrated circuit industry in the Greater Bay Area. Driven by both technological research and development and ecological cooperation, it has gradually built up comprehensive support capabilities covering chip design, manufacturing, testing and IP products.
In terms of international market expansion, Prologix will continue to strengthen the construction of localized sales and technical support teams. For regions such as North America and South Korea where the business foundation is good but there is still potential for further development, the team configuration will be further optimized to gain a deeper understanding of local customer needs and provide more timely and professional services.
China EDA companies: So you are giving us free market share?
US D.C. stooges: Yes.
China EDA companies: Well, we can't complain about that.
Prologis: The trend of domestic substitution will encourage domestic customers to support domestic EDA tools.
Recently, ProPlus Electronics stated in an institutional survey that, judging from industry trends, industry EDA tool licensing is mainly based on a fixed-term licensing model. As the licensing period of some customers' previous purchases of overseas EDA products gradually expires, under the general trend of domestic substitution, strategic cooperation within the industry will accelerate the implementation of demonstration projects and promote domestic customers' support for domestic EDA tools.
It is reported that user habits are an important indicator for forming industry ecological barriers. However, under the general trend of domestic substitution, user habits are not an insurmountable problem: from the perspective of market competitiveness and demand, winning customer trust and choice is more important to rely on product performance and solving problems that others cannot solve. In this case, user habits must give way to product performance. With the gradual improvement of the performance of domestic EDA products, reaching or even exceeding the international leading level in some areas, switching between products and habits has become possible.
Since taking root in South China in 2021, ProPlus Guangzhou Company has always been in resonance with the integrated circuit industry in the Greater Bay Area. Driven by both technological research and development and ecological cooperation, it has gradually built up comprehensive support capabilities covering chip design, manufacturing, testing and IP products.
In terms of international market expansion, Prologix will continue to strengthen the construction of localized sales and technical support teams. For regions such as North America and South Korea where the business foundation is good but there is still potential for further development, the team configuration will be further optimized to gain a deeper understanding of local customer needs and provide more timely and professional services.
Xi Jinpings crackdown on software tech monopolies and shifting resources to hard tech and self reliance is being proven as correct day by day. If only Chinese companies and public were less western worshipping and more supportive. Chinese companies still try to use western products even if domestic is available just cause of western worship. Chinese public still consider buying iPhone and tesla as status symbols, despite active effort by US to strangle China. There is a strong lack of knowledge that US is actively trying to kill China's economy with these restrictions. There is still too much admiration of US despite this.
AMEC 2025 Etching Layout:
In terms of process accuracy, the processing accuracy of the two Twin-star ICP etchers of AMEC has entered the picometer level, reaching the level below 100 picometers; the two etchers achieve atomic and subatomic level etching control, reaching the world's advanced level. At present, the depth-to-width ratio of the etcher used in mass production in the industry is 60:1, and AMEC is breaking through the deep hole etching of 90 to 100:1.
Future Tooling Layout:
AMEC and their partners like RainTree Scientific are planning to cover at least 60% of the tooling for semiconductor fabrication.