yes. this is unlikely. this is mostly Joint veture.
SMEE is a flagship project of Shanghai SASAC.. and SMEE has big plans in near future.
Chinese semiconductor thread II
- Thread starter vincent
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SMEE is a flagship project of Shanghai SASAC.. and SMEE has big plans in near future.
antiterror13
Brigadier
Do you know how good is the DVUi machine being tested by SMIC ? What ASML product equivalent ? 2000i ?
This topic could fill an entire thesis. I recall Havok mentioning in late 2022 that certain piping components within lithography machines were sourced from Japan. So the 85% localization rate isn't a recent milestone.
The first-generation 28nm lithography machine utilized a laser interferometer.
The second-generation 28nm lithography machine employed a planar grating interferometer. Its overlay accuracy supports 10nm processes, equivalent to TSMC's 7nm node.
As for current progress, secrecy levels are extremely high now, with fake news everywhere, making it hard to predict.
The English edition of the Financial Times has considerable accuracy, having reported as early as 2019 on Huawei establishing domestic production lines at ICRD. So keeping an eye on the Financial Times is advisable. Domestically, focus mainly on academic papers—too much of the news is fake.
its successor already does exist and called ''SSA900i''.. an improved version of SSA800i.. there are plenty of information available on semiconductor older thread. which is closed now. but anyone can visit and read.
why? Do you think these guys know all the stuff they have in the pipeline. The opec is incredibly tight. And the sources they have on the ground is just okay.
it means you need to ignore that piece of shit article.
if I were you, I'd stop putting this much stock on these FT article. None of these news is all that important since the question all along is on B30A, not these lower end Nvidia chips.
Again, how can anyone know this?
Given enough time, all these will do fine in HVM. The difference is only at most 1 or 2 years between optimistic vs pessimistic scenarios.
in fact, we don't know what the machines are called since they are clearly testing machines from different sources.
If they have 3 projects working on this that are being tested out, then they will get there over the next couple of years. They are not constrained right now in terms of supply. So, I see this as a non issue.
so I see that I already told you to not post on this thread for a week back 2 months ago and you continue to post quite noob and ask low quality questions.
You are banned for a month from this thread.
This is quite interesting. I would imagine CETC probably is the furthest away from HVM.
SMIC has been testing SMEE scanners on likely 28 or 40nm process for a while now. It's unclear the status of that. I don't know where they are with Finfet production
It is quite obvious that FT's source is somewhere in Shenzhen and probably have some knowledge of SiCarrier operation so all the scoops we get are connected to that.
From my source, FT's source is just okay and don't have the full view of the picture. Especially with EUV project, which is incredibly well guarded.
So all that is to say, SMIC is likely further ahead with domestic DUVi scanner testing than on this FT report, since the source is limited to Shenzhen development. Domestic DUVi scanner for Finfet nodes is also not that important in the long run since EUV project is farther along than people have reported.
What is more important is the reliability of DUVi scanners for all the other steps (non critical steps) along the way in advanced node production and in its 28/40nm production. And that can only be improved with just more usage, which I'm sure they've been doing since 2024.
YuLiangSheng is in Shanghai.
Yes, but the FT source is in Shenzhen so would only be reporting on SiCarrier affiliated companies.