Nexchip already surpassed its Taiwanese parent company PSMC in revenue.
I expect not only SMIC to surpass Samsung foundry, but for Hua Hong to surpass GlobalFoundries this decade.
Chinese semiconductor thread II
- Thread starter vincent
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I expect not only SMIC to surpass Samsung foundry, but for Hua Hong to surpass GlobalFoundries this decade.
Chinese semiconductor industry is progressing and flourishing. There is nothing to worry about.
Take it easy just drink a beer or ten. Moderators are just trying to maintain this thread mostly professional.
When people debate here fights can get pretty feisty, I still remember the days of "sleepy student", son wukong legendary fights back in the 2020-2021. page after page of no sense.
In the case of EUV and lithography in general, let put it this way. What you see here, I think, is just the tip of the iceberg.
-The evidence suggest they may not just building lithography machines but an entire supply chain for lithography machines.
-They may have advance immersion lithography patterning wafers basically since 2021-2022.
-This machines are just getting better with improvements every single year to what is look like 7nm to 5nm path.
-In the case of EUV. They are going big. They are going High.
I know it cost effort to Think Tank stooges, D.C stooges and some twitter clowns to connect the dots and they don't like to do that, maybe because there is a lot of technical stuff. But that is how things may going.
Use Google instead of this site's built-in search function.
Type your keyword in quotation marks, and use the operator site: followed by the URL of the main page of the relevant thread. For example, if you're want to search "5nm" in this specific thread, you would type the following in Google:
"5nm" site:https://www.sinodefenceforum.com/t/chinese-semiconductor-thread-ii.9109/Huawei founder Ren Zhengfei interview with Renmin Ribao.
PD: Huawei’s Ascend chip has been “warned” about usage risks. What impact does this have on Huawei?
Ren: There are many companies in China making chips, and many are doing well; Huawei is just one of them. The US has exaggerated Huawei’s achievements — the company isn’t that powerful yet. We need to work hard to live up to their evaluation. Our single chips still lag behind the US by a generation. We use mathematics to compensate for physics, non-Moore’s Law approaches to complement Moore’s Law, and group computing to make up for single-chip limitations, which can also achieve practical results.
What did he mean by one generation behind? 5nm to 3nm?
PD: Huawei’s Ascend chip has been “warned” about usage risks. What impact does this have on Huawei?
Ren: There are many companies in China making chips, and many are doing well; Huawei is just one of them. The US has exaggerated Huawei’s achievements — the company isn’t that powerful yet. We need to work hard to live up to their evaluation. Our single chips still lag behind the US by a generation. We use mathematics to compensate for physics, non-Moore’s Law approaches to complement Moore’s Law, and group computing to make up for single-chip limitations, which can also achieve practical results.
What did he mean by one generation behind? 5nm to 3nm?
Huawei boss Ren Zhenfei said only two things in that interview, he said a lot of things, but two bottom line kind of points.
First one was that, "We are only one generation behind the Americans."
What he means by that, is exactly that. If 3nm exists in an Apple iPhone, then China is capable of 5nm, probably with the quadruple multi-patterning, whatever how that process works.
If 2nm chips already exists, not sure if they do, but I doubt that exists in scale in deployment, then maybe he is suggesting they at 3nm. But I would go out on a limb and say 5nm made by a fab inside China.
Second point he made, later in the interview, that with stacking and stringing a bunch of chips together, they can get performance at world class levels.
Here, he is mostly likely referring to their new Ascend chip and datacenter configuration, which this product is the best one in the world in terms of output the flops it could do, but it takes more power. That will work for China because it has an absolute advantage in cheap power.
Okay, how they did that, was they took the Ascend chips, and instead linking them altogether with a regular cable, they linked them with fiber optics, which meant they used light instead of electricity. So if you wanted to know how did they took an inferior chip but made a superior product for the data center (for the AI inference), well, that is how they did it.
Now, what do outsiders or foreigners think about that? As Ren Zhenfei kind of said in the interview, who the heck cares, never think about that.
Bro good post you're becoming an expert....lol to add one more he is stating that the 1generation gap with TSMC will be around until 2028 when the Chinese introduced their owned 2nm chip. Is it possible? Yes, but within a few months or about a year the most there will be parity before TSMC launched their 1nm. Where's my confidence coming from, from what we know from this thread, 3nm node development is finished and is waiting for an EUVL machine to FAB it, we learned that Huawei is testing an EUVL prototype and will be commercially viable by 2026, so expect a 3nm chip by then, the timeline I given for a 2nm is a possibility and by 2029 and beyond an all Chinese FAB will be producing the world's leading chip.
There are two semi threads on this forum. If you want to learn. Read through all of them. You may also see how much of a shit show these threads were before we started actively moderating them and their quality has improved since. So as such, please have some respect for other members on this thread and not pollute it with incessant questions. It's not in our interest to answer basic questions, especially when your questions are as broad as basically "tell me everything". Go read the thread.
You are banned from posting in this thread for a week.
Zhichun Technology: The industry has entered a stage of refined development and will focus on advanced process products and services in the future.
Introduction to the company's performance in 2024 and the first quarter of 2025 The company achieved revenue of 3.605 billion yuan in 2024, a year-on-year increase of 14.4%. In the first quarter of 2025, the company achieved revenue of 728 million yuan.
High-Purity Process Systems:
- Technical Achievements:
- Impurity Control: Achieved ppb (parts per billion) level purity in system integration and support equipment, surpassing domestic competitors and rivaling international brands.
- Market Dominance: Captured 48.8% market share in high-purity gas equipment (2016–2024 bids) and >30% in chemical systems in mainland China’s 12-inch wafer factories.
- Shipments: Over 36,000 units of high-purity gas/chemical equipment delivered (10,000+ in 2024 alone), displacing foreign monopolies.
- SAFETRON Brand:
- Accounts for ~40% of total system integration revenue, reflecting growing adoption of its own-brand solutions.
Wet Process Equipment:
- S300-D Platform (2024 Launch):
- Designed for advanced process nodes (SPM, backside etching, pre-cleaning, bevel processing).
- 30% higher WPH (wafers per hour) and improved cavity/flow field control for demanding processes.
- Full 28nm coverage achieved, progressing toward sub-28nm nodes.
- SPM Equipment Success:
- First domestically produced 12-inch sulfuric acid cleaning machine used in mass production lines (launched 2022).
- Cumulative output: Over 700,000 wafers/month processed by 2024.
- Import Replacement:
- Fully replaced foreign suppliers in key process nodes at 28nm; advancing toward sub-28nm nodes.
- Achieved full local IP ownership and built a localized supply chain (70–80% component localization for S300-D).
Localized Supply Chain & De-U.S. Strategy:
- De-U.S. Plan (2020):
- Reduced U.S. dependencies through localized alternatives; 70–80% component localization for critical equipment.
- Built inventory buffers and replacement solutions for remaining U.S.-sourced components.
- Strategic Partnerships:
- Collaborated with domestic suppliers to stabilize the supply chain for advanced equipment.