Chinese semiconductor thread II

gelgoog

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They have had alpha or beta prototypes for years already. But then nothing. You would think if they had the tool in service they would make it public, so the sanctions on immersion lithography would be removed.

I also heard some people claim they had changed the requirements to 7nm instead of 28nm but even for that those 5 years would have been enough to get it working.
 

sunnymaxi

Major
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They have had alpha or beta prototypes for years already. But then nothing. You would think if they had the tool in service they would make it public, so the sanctions on immersion lithography would be removed.
China still getting Immersion Lithography. there is no sanction on DUVi except the 2050i/2100i models.. 1980i/2000i going normal.

last month, from Netherlands, China imports increased by 38 percent.

but my point is, domestic immersion lithography is available at least in prototypes. but the question is, on what level they are right now ? nobody knows. definitely they have been testing and evaluate the machine for years already.
 

ENTED64

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they have the machine. but they are not announcing it.
The post you reference says that picture was from July 2024. The problem is despite all the rumors and such in the past years there still hasn't been any actual production. I understand that tight OPSEC means we probably won't get official notice of anything but if these systems were ready then we should see it in the actual output of wafers. Right now it seems they are still not ready for production and given tight OPSEC it's just really hard to tell how far along they actually are. That's the part that I think frustrates me and a lot of other people, there's just no way to know how far along DUV and EUV are and when actual production will happen.

They have had alpha or beta prototypes for years already. But then nothing. You would think if they had the tool in service they would make it public, so the sanctions on immersion lithography would be removed.
I don't really see why they would make it public. I'm very doubtful that USA response to China getting their own machines would be to say "well I guess sanctions didn't work, we give up." Rather the predictable result would be even more sanctions from USA. So in that context it's much more likely they keep everything quiet as there's no real benefit to openly announcing it.
 

tphuang

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晶钻科技 breaking record in CVD single crystal diamond wafer with 60mmx60mm product (3.35inch). Used MPCVD to produce this. This company now has 1500 equipment for production of diamond. It can produce 2 million carat of diamond per year which is 18% of global production capacity, number 1 in this.

It came out with 2-inch in 2014 and then 3-inch in 2023. Now, it is working on 4 inch single crystal diamond production.
 

tokenanalyst

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The "Invisible Engine" of Smartphones: JCET's RF Module Packaging Technology Helps Enhance User Experience​

A smartphone's radio frequency front-end module ( RFFEM ) is the "core engine" of its communication capabilities, responsible for signal transmission, reception, processing, and optimization. It is one of the most critical components of the mobile chip. The new generation of high-end smartphones, equipped with powerful chips as the hardware foundation, integrates intelligent applications into every aspect of the user experience. Its RFFEM, through fully integrated design, cutting-edge materials, and system-level packaging optimization, is more suitable for the application needs of the intelligent era and better supports the user experience .

As a leading chip packaging and testing company in the industry, Changdian Technology has one-stop RF application packaging and testing solutions, and has deeply deployed high-density DsmBGA , 3D SiP , cavity shielding and packaged antenna (AiP) technology and production capacity. It cooperates with international and domestic customers to upgrade 5G , WiFi RF module packaging and millimeter wave radar products, and continuously strengthens its leading position in the field of RF chip packaging.

The RF front-end module (RFFEM) sits between a smartphone's antenna and baseband chip. It primarily includes signal transmission and reception links, integrates a duplexer / multiplexer, synchronizes transmit and receive signals, and uses dynamic tuning to reduce power consumption and extend battery life. High-end smartphone RFFEMs utilize a highly customized solution, packaging the power amplifier, switch, and filter into a single module to minimize footprint. A shielding layer is also embedded within the module to minimize inter-chip interference.

JCET has been deeply engaged in the System-in-Package ( SiP ) field for nearly 20 years. Its high-density, heterogeneous SiP solutions for the next generation of high-end smartphone RF modules offer significant advantages, including high-density integration and high yield. These solutions integrate heterogeneous chips such as filters, power amplifiers, and switches within RF front-end modules into a single package, supporting the complex multi-band requirements of 5G . High-density mounting technology achieves an accuracy of 15 microns, supporting mounting of components as small as 008004. Combined with double-sided SiP packaging, these solutions significantly reduce module footprint.

Changdian Technology uses a sputtering shielding process to achieve cavity-based or selective electromagnetic shielding to reduce signal interference. This cavity protection solution supports bare-die packaging for filters and other components, improving high-frequency stability and reducing packaging costs. Furthermore, the company's verification and testing platform covers RF microwave, millimeter-wave, 5G cellular, and wireless communications, supporting collaborative verification from chips, packaging, modules, to final products, ensuring quality assurance for finished modules.​

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tokenanalyst

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As I said, China innovation centers (looks like there is a number of them) in this case for advanced sensors, are building purely domestics pilot lines all over China, this basically acts as places for China to develop new technologies like GAAFET or in this case, advanced sensors. CIS imaging, MEMs and so on. But also act as a platform for the verification of domestics tools in real production. My guess that companies test/produce products in these centers and then copy-scale exact for commercialization with same or similar domestic tools. Quite interesting.

These production lines also may act as mass production centers for state institutions and companies. They could get technologies that doesn't exist in the market.

1757635100087.png
 

swcc

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IXBT reports that the Moore Threads cards with the latest driver software are much better at gaming than at launch. While previously they only supported DX9 properly they now also support DX10 and DX11. Game performance is also like 70% better in terms of FPS. Sometimes more.
But DX12 and Vulkan support is still lackluster. And the actual performance is still way below what the hardware specs should be able to achieve.

Still they think the drivers are headed in the right direction. Even if slowly. It took two years to get to this point.
It can play the very recently released Hollow Knight Silksong at 60 fps(the tester capped it at 60) comfortably wihout any lag and stutter using the latest driver
 

tphuang

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NearLink continues to make more process, you have Hisense coming out with U6, the first AC unit to support NearlInk 星闪人感 2.0

This is a real boon for Hisilicon chips.
 

tokenanalyst

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Xinyan Zhicai completes tens of millions of yuan seed round financing to tackle AI-assisted design of semiconductor materials​



Shenzhen Xinyan Zhicai Technology Co., Ltd. ("Xinyan Zhicai") recently completed a multi-million yuan seed round of financing. This round was jointly invested by Jingrui New Materials, a leading semiconductor materials company, and Jishi Pujiang Capital. The funds will be used to iterate AI algorithms, recruit top talent, and industrialize semiconductor materials, accelerating collaboration with leading industry companies. Xinyan Zhicai stated that following the financing, the company will focus on AI-assisted design of semiconductor materials, aiming to reduce the new material development cycle to one-third of the traditional model.

Founded in 2024, Xinyan Zhicai is positioned as a technological pioneer in the integration and innovation of materials informatics and AI. Its core focus is on the in-depth implementation of AI for Science technology in high-end R&D scenarios such as semiconductor core materials and new energy related materials.

The company's independently developed "SynMatAI" intelligent agent system, through the innovative integration of generative AI capabilities, molecular dynamics simulations (MD), and high-throughput virtual experiments, establishes a comprehensive R&D closed loop: "prediction - verification - optimization - pilot testing - mass production." This system can reduce the time required to predict traditional material properties to less than 10 minutes, increasing prediction accuracy to over 95%, while helping companies reduce overall R&D costs by over 70%. Its functional capabilities comprehensively cover core R&D processes, including material property prediction, process optimization, failure analysis, image analysis, patent analysis, and experimental documentation, precisely addressing the key pain points of traditional material R&D: high trial-and-error costs and difficulty in accumulating knowledge.

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