News on China's scientific and technological development.

hullopilllw

Junior Member
Registered Member
Xilinx bought a startup Chinese AI company a few years back to develop for their high end FPGAs. This could affect this operation.

That should be DeePhi Tech. I remember reading that particular takeover news and wonder by the Chinese regulator allow that deal to go through considering US has been preventing Chinese investment in US semiconductor sectors since Obama admin era.
 

Hendrik_2000

Lieutenant General
Via Broadword look like they have no choice but sourcing their equipment locally good sign for domestic semi eqpt

SMIC and YMTC looking to acquire Chinese made manufacturing equipment
By Mario McKellop -September 10, 2020078

SMIC prepares for 7nm chip


Chinese chipmakers Semiconductor Manufacturing International Corporation (SMIC) and Yangtze Memory Technologies Co., Ltd. (YMTC) are working on localizing their production lines. Both are concerned about losing access to U.S. made fabrication equipment amid mounting Sino-American trade tensions.

Reuters recently reported the U.S. Department of Defense wants to cut off SMIC’s access to cutting-edge American microelectronics technology.

SMIC and YMTC Seek Out Localized Chip-Making Equipment
According to Asian Nikkei Review, two of China’s most prominent electronic components manufacturers are working to source production equipment in-country.

SMIC, the Mainland’s largest contract chipmaker, intends to begin trial production of 40nm chipsets without American equipment before the end of 2020. The firm also plans on fabricating 28nm semiconductors in three years.


Similarly, YMTC, China’s first 3D NAND memory producer, intends to source 70 percent of its fabrication equipment from domestic brands. At present, around 30 percent of the company’s fabrication tools come from local providers.

The Sino semiconductor industry has sought to localize its production resources since U.S.-China relations began worsening earlier this year. Asian Nikkei Review notes the sector intensified its efforts following Washington’s tightening of technology export controls in May.

The publication also notes several Chinese microelectronics manufacturers have begun stockpiling American made chip-making supplies.

The Complexities of Production Line Localization
As Chinese electronic component companies need up-to-date equipment to do business, production line localization might be unavoidable. Although the process will be time-consuming and disruptive, Sino chip vendors will have help making the transition.

The Chinese government is actively working to support the independence of its domestic semiconductor manufacturers.

Last October, the East Asian country established a $29 billion fund to provide capital for local microelectronics companies. Beijing also announced it would offer ten-year tax exemptions to qualified IC makers in August. In addition, Chinese officials are reportedly preparing to launch a five-year comprehensive semiconductor sector support initiative.

With government financial resources at their disposal, Sino chip-making equipment manufacturers can bolster their research and development efforts. Local firms could also subsidize production capacity expansions and headcount additions.

Accordingly, domestic semiconductor companies could gain unrestricted access to industry-leading fabrication tools sooner rather than later.


Right now, SMIC and YMTC are likely worried about the financial impact of losing access to U.S. technology. However, both companies will have fewer equipment sourcing headaches after localizing their production lines. In time, the two firms could come to view the present moment as the beginning of a positive transformation.
 

free_6ix9ine

Junior Member
Registered Member
Making DRAM is actually very much easier than making Chips for Mobile Phones which require 5nm - 7nm process and EUV Lithographs to be competitive.

Most DRAM on the market today are made with 16nm to 25nm Processes which means they do not require the most advanced Semiconductor equipment.

There are 3 DRAM makers in China. YMTC uses the 20nm process. Changxin Memory uses 19nm and Innotron uses the 25nm Process.

On case of any contingencies local equipment can easily replace the foreign equipment. The SMEE 45nm Immersion Lithograph can easily replace the ASML and Nikon Lithographs. Same goes for all the other foreign equipment.

YMTC recently revealed that its latest DRAM FAB has a dual production line, one with foreign equipment and another with local equipment. The only equipment that could not be produced locally as yet was a type of furnace that had to be imported from Japan. Local companies are working on this product. Apart from that the localised production line for DRAM was complete.
Via Broadword look like they have no choice but sourcing their equipment locally good sign for domestic semi eqpt

SMIC and YMTC looking to acquire Chinese made manufacturing equipment
By Mario McKellop -September 10, 2020078

SMIC prepares for 7nm chip


Chinese chipmakers Semiconductor Manufacturing International Corporation (SMIC) and Yangtze Memory Technologies Co., Ltd. (YMTC) are working on localizing their production lines. Both are concerned about losing access to U.S. made fabrication equipment amid mounting Sino-American trade tensions.

Reuters recently reported the U.S. Department of Defense wants to cut off SMIC’s access to cutting-edge American microelectronics technology.

SMIC and YMTC Seek Out Localized Chip-Making Equipment
According to Asian Nikkei Review, two of China’s most prominent electronic components manufacturers are working to source production equipment in-country.

SMIC, the Mainland’s largest contract chipmaker, intends to begin trial production of 40nm chipsets without American equipment before the end of 2020. The firm also plans on fabricating 28nm semiconductors in three years.


Similarly, YMTC, China’s first 3D NAND memory producer, intends to source 70 percent of its fabrication equipment from domestic brands. At present, around 30 percent of the company’s fabrication tools come from local providers.

The Sino semiconductor industry has sought to localize its production resources since U.S.-China relations began worsening earlier this year. Asian Nikkei Review notes the sector intensified its efforts following Washington’s tightening of technology export controls in May.

The publication also notes several Chinese microelectronics manufacturers have begun stockpiling American made chip-making supplies.

The Complexities of Production Line Localization
As Chinese electronic component companies need up-to-date equipment to do business, production line localization might be unavoidable. Although the process will be time-consuming and disruptive, Sino chip vendors will have help making the transition.

The Chinese government is actively working to support the independence of its domestic semiconductor manufacturers.

Last October, the East Asian country established a $29 billion fund to provide capital for local microelectronics companies. Beijing also announced it would offer ten-year tax exemptions to qualified IC makers in August. In addition, Chinese officials are reportedly preparing to launch a five-year comprehensive semiconductor sector support initiative.

With government financial resources at their disposal, Sino chip-making equipment manufacturers can bolster their research and development efforts. Local firms could also subsidize production capacity expansions and headcount additions.

Accordingly, domestic semiconductor companies could gain unrestricted access to industry-leading fabrication tools sooner rather than later.


Right now, SMIC and YMTC are likely worried about the financial impact of losing access to U.S. technology. However, both companies will have fewer equipment sourcing headaches after localizing their production lines. In time, the two firms could come to view the present moment as the beginning of a positive transformation.

Good, force these companies to patronize local vendors, otherwise their gonna take the easiest route which is import foreign equipment.
 

weig2000

Captain
Via Broadword look like they have no choice but sourcing their equipment locally good sign for domestic semi eqpt

SMIC and YMTC looking to acquire Chinese made manufacturing equipment
By Mario McKellop -September 10, 2020078

SMIC prepares for 7nm chip


Chinese chipmakers Semiconductor Manufacturing International Corporation (SMIC) and Yangtze Memory Technologies Co., Ltd. (YMTC) are working on localizing their production lines. Both are concerned about losing access to U.S. made fabrication equipment amid mounting Sino-American trade tensions.

Reuters recently reported the U.S. Department of Defense wants to cut off SMIC’s access to cutting-edge American microelectronics technology.

SMIC and YMTC Seek Out Localized Chip-Making Equipment
According to Asian Nikkei Review, two of China’s most prominent electronic components manufacturers are working to source production equipment in-country.

SMIC, the Mainland’s largest contract chipmaker, intends to begin trial production of 40nm chipsets without American equipment before the end of 2020. The firm also plans on fabricating 28nm semiconductors in three years.


Similarly, YMTC, China’s first 3D NAND memory producer, intends to source 70 percent of its fabrication equipment from domestic brands. At present, around 30 percent of the company’s fabrication tools come from local providers.

The Sino semiconductor industry has sought to localize its production resources since U.S.-China relations began worsening earlier this year. Asian Nikkei Review notes the sector intensified its efforts following Washington’s tightening of technology export controls in May.

The publication also notes several Chinese microelectronics manufacturers have begun stockpiling American made chip-making supplies.

The Complexities of Production Line Localization
As Chinese electronic component companies need up-to-date equipment to do business, production line localization might be unavoidable. Although the process will be time-consuming and disruptive, Sino chip vendors will have help making the transition.

The Chinese government is actively working to support the independence of its domestic semiconductor manufacturers.

Last October, the East Asian country established a $29 billion fund to provide capital for local microelectronics companies. Beijing also announced it would offer ten-year tax exemptions to qualified IC makers in August. In addition, Chinese officials are reportedly preparing to launch a five-year comprehensive semiconductor sector support initiative.

With government financial resources at their disposal, Sino chip-making equipment manufacturers can bolster their research and development efforts. Local firms could also subsidize production capacity expansions and headcount additions.

Accordingly, domestic semiconductor companies could gain unrestricted access to industry-leading fabrication tools sooner rather than later.


Right now, SMIC and YMTC are likely worried about the financial impact of losing access to U.S. technology. However, both companies will have fewer equipment sourcing headaches after localizing their production lines. In time, the two firms could come to view the present moment as the beginning of a positive transformation.

The most important objective for the Chinese semiconductor industry now is not so much to pursue the latest and greatest processing node technology, but rather to be able to set up production lines or fabs with all indigenous equipment and materials (or at least de-Americanized ones) at advanced processing nodes within a short-time frame.

It appears the industry has set a goal to achieve 28nm lines within three years.

It would be reasonable if they can reach 7nm nodes within five years, using SMEE's upcoming DUV lithography machine. That would be quite some achievement.
 

free_6ix9ine

Junior Member
Registered Member
The most important objective for the Chinese semiconductor industry now is not so much to pursue the latest and greatest processing node technology, but rather to be able to set up production lines or fabs with all indigenous equipment and materials (or at least de-Americanized ones) at advanced processing nodes within a short-time frame.

It appears the industry has set a goal to achieve 28nm lines within three years.

It would be reasonable if they can reach 7nm nodes within five years, using SMEE's upcoming DUV lithography machine. That would be quite some achievement.

THIS. all the hype about 7nm is completely pointless unless it's unsanctionable. Equipment should be given even higher priority. Why is SMEE the only company doing lithography? There is thousands of chip design startups in China, but only one lithography company? Like I said, I don't think SMIC getting sanctioned would be all bad, to get the message across that equipment should be the number one priority.

I get the sense that everyone is trying to get a headline like "x company advances to 7nm", instead of actually conquering the core technology which is equipment. It's short sighted and lazy.
 

horse

Colonel
Registered Member
Let's keep in mind that past 5nm the cost may be too enormous to be commercially viable due to diminishing returns. Other innovations such as carbon nano tubes and 3D stacking may be more useful to increase performance.
That is the real problem it seems with the leading edge of the semiconductor industry.

To find out how to go beyond 5nm and is it viable, the only way to find out is go do it, go do the engineering and production.

The only way to do the engineering and production in that industry is a lot of money. A lot. Then all that money, could be all gone if it does not work.

They have to be a monopoly or have state backing to make this kind of investment work over the long run.
 

free_6ix9ine

Junior Member
Registered Member
That is the real problem it seems with the leading edge of the semiconductor industry.

To find out how to go beyond 5nm and is it viable, the only way to find out is go do it, go do the engineering and production.

The only way to do the engineering and production in that industry is a lot of money. A lot. Then all that money, could be all gone if it does not work.

They have to be a monopoly or have state backing to make this kind of investment work over the long run.

1 or 2nm chips are pipe dreams. TSMC is doing rebranding switcharoo where they call their 10nm chips 7nm,when their gate length is the same as Intel's 10nm.Its all marketing BS. Will there be an improvement in performance to go from 7nm to 5nm. Yes, but does it mean the gate length as shrunk, No.
 
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