Chinese semiconductor thread II

[antiterror13]

Yandong domestic 28 nm line will be operation second half of 2026

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with local lithography?

 

[antiterror13]

Intel still struggling with 7nm, even Intel has EUV and no limitation to get any technologies and full support from US govt.

China has managed 5nm with DUVi ..... interesting. With all bans and restriction

You could write much better code with Intel Dual Core in 2000s than with current Intel high end

Current, in production facts ... interesting isn't it?

 

[tphuang]

It really seems a kind of "N6" meaning that, as you said is half way between SMIC N+2 and a 5m node.

It took them some long years to reach this point from N+2....the next step will be with EUV. IMHO it makes more sense to just stop here and dedicate resources to increase yield at this N+3.

Once they will have the EUV they will shrink further. IIRC this was what their CTO/CEO Liang Mong Song stated already few years ago.

This is already more than enough for AI. Also SMIC N+2 is already ok for AI, yield and capacity are the real targets to pursue.

I think it's important to consider that N+2 itself underwent improvement from 2023 to 2024 (with 9000S to 9020) in terms of fixing some process issues, stability and such. Until we get to a point where N+2 seems like a relatively mature process now.

Not sure if they plan to do further scaling with N+3, but at minimum for 2026, you can expect similar improvement in raising yield and stability of the process and maybe improving transistor performance and maybe improve SRAM scaling. There are things they can still improve over the next year in their lab.

One of the big constraint they faced in 2022-2024 was just lack of equipment/capacity, so they couldn't really dedicate much capacity for R&D of new process (or they would lose actual production capacity). I would imagine with increased capacity (from domestic equipment), this is less of a concern. Although of course, they face new issues from domestic equipment being less reliable.

Over the next 2 years, I think it is more likely they get to like real N5 or even N4 with EUV process vs more intensive multi-patterning. But I do think there is still room for improvement in the N+3 process until then.

 

[Michael90]

https://twitter.com/i/web/status/1999639253937205623

2025Q3 DRAM and NAND market share according to counterpoint, this is really good stuff from YMTC and CXMT. counterpoint tend to be higher than TrendForce figures.

Crazy to see South Korea dominating half of all sales , even above giants like Japan, US and China. The Korean success story is really one where people don’t talk about much .

 

[JPaladin32]

Intel still struggling with 7nm, even Intel has EUV and no limitation to get any technologies and full support from US govt.

China has managed 5nm with DUVi ..... interesting. With all bans and restriction

You could write much better code with Intel Dual Core in 2000s than with current Intel high end

Current, in production facts ... interesting isn't it?
View attachment 166207

This chart is outdated. Intel 7 is DUV and EUV nodes like Intel 4 and 3 are in mass production. US is still ahead of China actually, although in terms of transistor density not that far ahead.