Chinese semiconductor thread II

[Odin]

Jensen really does not want to be locked out of the Chinese market, I guess it makes sense as unlike American elites confident in their innate superiority, he realizes deep down as a person of Chinese heritage, that if he can do something, then other Chinese can do it too, so it’s only a matter of time before China has its own TSMC and NVIDIA.

With how much the global electronics, computing, and now AI industry runs through China, pulling NVIDIA and its CUDA ecosystem out of China would be equivalent to dismantling its global monopoly; so he’s willing to skirt even US sanctions to get his products into China.

More than that, Jensen does not want NVIDIA to end up like Intel where successive CEOs failed to capitalize on emerging opportunities. That led to Intel losing its way. And, eventually, Intel fell behind the competition.

There is also the fact that Microsoft, Meta and Google are all building their in-house AI chips and AMD is turning up the heat, all of which is keeping NVIDIA on its toes. It is important for NVIDIA to find alternative markets, or sources of revenue, outside of its primary market in the US.

But the real nightmare scenario for Jensen is if one of his competitors, including Huawei, comes up with a solid product line and it takes off in China. That would be NVIDIA's Intel moment.

 

[daifo]

FT is reporting that Huawei is building it's own 7nm fabs

https://twitter.com/i/web/status/1918929391876211069

 

[huemens]

FT is reporting that Huawei is building it's own 7nm fabs

https://twitter.com/i/web/status/1918929391876211069

From the article

The tech giant is the key player behind three manufacturing sites in Guanlan, a district of the southern city where Huawei is based, according to multiple people familiar with the matter and visits near the locations by the Financial Times.

Huawei operates one of the sites, according to people with knowledge of the matter, who said it would make its 7-nanometre smartphone and Ascend AI processors — the company’s first effort to manufacture its own high-end chips.

Construction is due to be completed in the coming months, but it will take at least a year to start operating, as Huawei seeks to use mostly domestically made equipment that is still being tested, according to people with knowledge of the facility.

Two other sites completed last year are operated by chip equipment maker SiCarrier and memory-chip maker SwaySure.

SwaySure site in April 2022 (Before construction start)

SwaySure plant in April 2025

Part of the SiCarrier complex in April 2022, 2023 and 2025

Huawei’s self-operated facility in April 2021, 2022 and 2025

 

[sunnymaxi]

FT is reporting that Huawei is building it's own 7nm fabs

https://twitter.com/i/web/status/1918929391876211069

not surprising.. we have already knew for quite some time.

 

[ansy1968]

not surprising.. we have already knew for quite some time.

The question bro are they using the domestic SMEE SSA800 or the second hand ASML NXT1980i? I think both, our esteem colleague @siegecrossbow had mentioned that Huawei had acquired 2 second hand machine in 2021 and is put in operation in 2022, at the same time they were recruiting SMEE engineer which the company complain of pirating their personnel. If we add the two together they had 2 parallel program, fast forward 2025 we see the result a fully ingenious 7nm domestic line. I think SMEE and Huawei had settled their difference and that the latter may have taken the lead in further improved iteration like the mythical SSA 900a 22nm duvi.

 

[sunnymaxi]

The question bro are they using the domestic SMEE SSA800 or the second hand ASML NXT1980i? I think both, our esteem colleague @siegecrossbow had mentioned that Huawei had acquired 2 second hand machine in 2021 and is put in operation in 2022, at the same time they were recruiting SMEE engineer which the company complain of pirating their personnel. If we add the two together they had 2 parallel program, fast forward 2025 we see the result a fully ingenious 7nm domestic line. I think SMEE and Huawei had settled their difference and that the latter may have taken the lead in further improved iteration like the mythical SSA 900a 22nm duvi.

there is no doubt, they have few ASML scanners but don't forget Huawei will never take such a risk without domestic option. so there should be domestic scanners as well.. one more thing, Chinese SME firms started Lithography components serial production.

SiCarrier entry changed the entire game. they literally showcase entire semi supply chain from 5nm to 28nm capable tools except litho.

USA started this game but China will finish it.

 

[ansy1968]

there is no doubt, they have few ASML scanners but don't forget Huawei will never take such a risk without domestic option. so there should be domestic scanners as well.. one more thing, Chinese SME firms started Lithography components serial production.

SiCarrier entry changed the entire game. they literally showcase entire semi supply chain from 5nm to 28nm capable tools except litho.

USA started this game but China will finish it.

And Huawei had taken the lead in developing the necessary components for both DUVi and EUVL, we see it in the power source as an example with RSLASER for DUVi and LDP for EUVL.

 

[olalavn]

From the article







View attachment 151142


View attachment 151143


View attachment 151144


View attachment 151145

wow, i'm surprised about it,

Huawei's fab system will be completed by june next year(together with EUV fab)