Huawei 5G base station chip tiangang is designed with 7nm in spec. The guy you answered saying if switching those chip to 14nm if its Ok. The answer is no. Unless the whole chip got designed.
Germany Carl Zeiss, heart of Dutch ASML Lithography Equipment.
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Well, Huawei has two options
It can buy off the shelf Chips from Samsung, Qualcomm, Unisoc or other local companies for the time being.
A better option will be to license Hisilicon Chip designs to Unisoc or other local companies which will then arrange for the Chips to be made locally or overseas. These chips will then be available for sale in China to any Phone manufacturer.
Huawei strategically should look to buy a stake in either SMEE or the manufacturer of Chinas new EUV machine. Huawei can be a great help to these companies in terms of financing and aggressive Research & Development strategies.
There is a risk of SMIC getting sanctioned if it supplies Huawei. So it is essential for SMIC to acquire the upcoming SMEE 28nm DUV Lithography machine and other locally made semiconductor equipment if it intends to supply Huawei with Chips. SMEE also has a newly developed 22nm DUV on the way as well.
Bear in mind that the latest ASML Twinscan NXT:2000i which TSMC uses to make its 7nm Chips has a resolution of only 38nm. The era of DUV is not yet over in China. Chinese FABS will have to make do with these DUV machines before the Changchun Institute EUV comes along.
It can buy off the shelf Chips from Samsung, Qualcomm, Unisoc or other local companies for the time being.
A better option will be to license Hisilicon Chip designs to Unisoc or other local companies which will then arrange for the Chips to be made locally or overseas. These chips will then be available for sale in China to any Phone manufacturer.
Huawei strategically should look to buy a stake in either SMEE or the manufacturer of Chinas new EUV machine. Huawei can be a great help to these companies in terms of financing and aggressive Research & Development strategies.
There is a risk of SMIC getting sanctioned if it supplies Huawei. So it is essential for SMIC to acquire the upcoming SMEE 28nm DUV Lithography machine and other locally made semiconductor equipment if it intends to supply Huawei with Chips. SMEE also has a newly developed 22nm DUV on the way as well.
Bear in mind that the latest ASML Twinscan NXT:2000i which TSMC uses to make its 7nm Chips has a resolution of only 38nm. The era of DUV is not yet over in China. Chinese FABS will have to make do with these DUV machines before the Changchun Institute EUV comes along.
That's it then, everything is hopeless for China's semiconductor sector.
US DARPA is hijacking 5G ORAN agenda to steer both the hardware and software direction towards US-led open source eco system while excluding all chinese players from joining.
Then here we have chinese capacity to develop chips being deal a blow after being isolated from any US related chain. Worst that the ban also include military application usage.
28nm and 22nm? Are you sure you are comparing the right specs between systems? There is a hard limit at about 40nm in resolution for DUV with ArF Immersion. You really need EUV to go below that. Can you share a spec sheet of those systems or are they just vapor ware at the moment?
and , there is no information about this ?
My take is that TSMC was on the fence about giving into US demands until SMIC announced 7nm end of this year. Once that happened, TSMC knew they were going to lose significant biz with Huawei anyway.
This weakened any incentive to resist American pressure.
This weakened any incentive to resist American pressure.
I disagree. SMIC will only start risk production of their new node end of this year. And that node is not 7nm. At best, they will enter HVM end of 2021. Nothing TSMC should be worried about.
Something I'm not understanding is if China can move so quickly on the COVID thing once it identified the true nature of the threat, including building hospitals in just a few days, and making the high level judgement call of shutting down entire 60 million population center and quarantine whole nation for two months at the huge cost of economy to stop the virus in its tracks etc why is it that even now, after its clear the US intent to kill Huawei and to slaughter Chinese tech rise ascension (MIC 2025) etc that China hasn't made the massive reactions that any reasonable mind would have expected it to?
Something isn't adding up.....
One person on this thread stated they had some friends working in Huawei and that the notion was Huawei expected this recently move and they are 'calm' and not in panic etc... Yet even this thread itself was started by Tidalwave more than a year ago, in fact he started it month/weeks before the initial US putting Huawei on entity list back in May 15 2019...
Tidalwave had made his position and analysis known from the beginning and his position had always been very consistent. This is public forum, which is indexed by the likes of Google, Baidu, and probably read by analysts in the CIA, and those of the Chinese intelligence side. Whilst what Tidalwave predicted mostly have all come to pass, nothing he revealed was top secret or classified information and his analysis could have been predicted by anyone in the semiconductor industry, so while he was proven to have been right in his predictions, it wasn't like no one else in the industry could have foreseen this coming either...
So this leads me to think maybe China (the government itself) is intentionally standing down (or at the very least not getting actively involved in interventions etc) to play the patient "long game" gambit? What I mean is a lot of the pushback from the US/West is due to the perceived rapid rise and ambition of China. Maybe in some high level political way China wants to make certain concessions to slow down its own tech overtake of the West in order not to trigger an even greater backslash but cannot do it officially or out in the open and the only way is for the West to apply more pressure on China whilst at a national level China doesn't retaliate at all and in fact hardly makes an effort of fighting back on these tech caps by ushering in its own Apollo program of Chip making....
No other explanation makes sense... its almost as if Xi made a backroom deal with Trump on this and then publicly they are playing it out as theater.. This would be the only way for China to compromise without publicly losing face and risking growing resentment back in the motherland for being weak or giving in to the West/US.
During the Obama years they phrased this "managed decline of America", and yet this could be a form of China's recalibration of reduced acceleration... Maybe during secret negotiations this is what was agreed upon. That China give up or slow down its tech ambitions in exchange US agrees to kick the can down the road of some other areas or US threats direct invasion of China if Xi said no etc.
Perhaps the Chinese government views giving the US this leverage (which CHina still being dependant on US chips for the time being) might starve off an even steeper decline in relationships that would otherwise bring about full on decoupling... someone here saidthis fight is not about Huawei but about China itself... in the grand scheme of things maybe China is taking the big picture view and seeing more than just Huawei/5G and the wider aspects of geopolitics that if China removes the last remaining hooks that the West still has over China then it gives them even less incentive to maintain what ties are left and could bring about a war that CHina military might not be ready yet.
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No way. its not about Trump or who is POTUS. This is decided by the US semiconductor business and also the Defence department/ DoD/CIA etc
Trump didn't come up with these ideas, Biden's team already stated that it will never be back to Business as before. There is a lot of national security decisions that overrides the President.
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