Chinese semiconductor thread II

[sunnymaxi]

Yes, but there is a lot lithography development happening in the shadows.

yup. this is just the tip of iceberg.

 

[tokenanalyst]

Some promotional material by UP.​

UP domestic lithography machine dual worktable. reaching the same level as ASML EUV lithography, with picometer accuracy of the worktable in all positions, sub-nanometer accuracy of the lithography machine, and high dynamic displacement measurement.​

 

[tokenanalyst]

The "large production line verification" mechanism innovatively implemented by the national major project provides an important platform for rapid iteration and optimization of products. Taking the lithography machine as an example, during the production line verification process, the joint team worked closely with the whole machine factory and the user's process department to solve hundreds of various problems, so that the normal working time of the equipment has steadily increased from less than 50% in the early stage to more than 90%, close to the international advanced level . This "verification and improvement" model has greatly accelerated the process of product maturity and industrialization.​

As stated here before, like 3 years ago. Apart from the regular fabs testing domestic equipment like SMIC, YMTC and CXMT. There are production lines with close to 100% domestic equipment and materials producing chips. These fabs as act as entry lines for recently created domestic equipment and materials as photoresists.

 

[latenlazy]

As stated here before, like 3 years ago. Apart from the regular fabs testing domestic equipment like SMIC, YMTC and CXMT. There are production lines with close to 100% domestic equipment and materials producing chips. These fabs as act as entry lines for recently created domestic equipment and materials as photoresists.

Just to buttress this point SiCarrier was able to stay in stealth mode and then announce whole product lines all at once precisely because it could do trial development on these all domestic lines. That’s why no news doesn’t mean no activity or successes. They don’t announce when tool development is completed but when confidence is so high they can start selling in an open market without risk of negative feedback.

 

[Wangxi]

Tech war: Stanford-educated expert leads China’s new semiconductor school with YMTC support​

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[PopularScience]

The high-precision off-axis ellipsoid mirror independently developed by Zhizhen Optics has surpassed the performance of similar foreign products and has been successfully applied to 14nm process wafer semiconductor equipment

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[tphuang]

https://twitter.com/i/web/status/1944521637639946690

Cockpit SoC market from China's EV market so far in 2025 show Qualcomm gaining. Chinese suppliers up to 11%. The only major change I could see here over the next year is if BYD starts to design its own chips and putting it on all its EVs

 

[sunnymaxi]

https://twitter.com/i/web/status/1944521637639946690

Cockpit SoC market from China's EV market so far in 2025 show Qualcomm gaining. Chinese suppliers up to 11%. The only major change I could see here over the next year is if BYD starts to design its own chips and putting it on all its EVs

Xiaomi too developing its Cockpit SoC.. Chinese companies gaining market share but need big jump here. BYD need to design its all own chips. hopefully soon

 

[gelgoog]

The US could slap sanctions on the Chinese EV sector, as they did with Huawei, and screw over all these myopic idiots. I hope they do it because they don't listen to anything the Chinese government says.

 

[escobar]

Inside Beijing’s Chipmaking Offensive

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