News on China's scientific and technological development.

Skywatcher

Captain
I'm not sure if SMIC have developed a competitive DUV "7nm class" node as of yet. TSMC's 7N and 7NP are almost 100% DUV, with the 7NPP being 30%? EUV.

They said that N+1 will begin trial production Q4 this year, which indicates volume production by 2021-2022, which is great, but SMIC have allegedly said that N+1 will not be directly comparable in terms of performance to other nodes such as Samsung 10/8nm or TSMC 7N.

Given that N+2 is going to be on EUV, and that ASML does not appear to be granted an export license any time soon, I still maintain that by the time SMIC hits 7nm class performance, the node would be somewhat outdated already.
Analysts have said that N+1 is comparable to Samsung 8nm.

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N+2 won't use EUV either.

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Aperture05

New Member
Registered Member
Analysts have said that N+1 is comparable to Samsung 8nm.

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N+2 won't use EUV either.

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Analysts have said that N+1 is comparable to Samsung 8nm.

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N+2 won't use EUV either.

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Ah right I was going off reports from March and April.

Here's what I've found

“In our view, the valuable pool of domestic chip design talent remains pivotal to assisting SMIC, as the leading national foundry player, to advance its FinFET manufacturing roadmap beyond [12/14nm] into N+1/N+2 eras (equivalent to peers’ [8LPP] and N7-non EUV processes),” wrote Szeho Ng, an analyst with China Renaissance Securities, in a note to clients. “This, together with the high degree of tool commonality of 80% among N12-14 and N+1/N+2, should offer comfort for SMIC to potentially lift its 2020E CAPEX guidance further to >US$4.5bn, on our estimates."

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Parity with Samsung 8nm (although still not strictly a cutting edge node) would be very impressive, although I'm not sure whether he's referring to N+1 or N+2. Assuming that he means N+2, it would mean that N+1 would most likely be on parity with TSMC 10FF, enough for high performance applications that do not need very high performance granted by 8LPP or 7N.
 

free_6ix9ine

Junior Member
Registered Member
Yes, research can be done in tandem
Ah right I was going off reports from March and April.

Here's what I've found



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Parity with Samsung 8nm (although still not strictly a cutting edge node) would be very impressive, although I'm not sure whether he's referring to N+1 or N+2. Assuming that he means N+2, it would mean that N+1 would most likely be on parity with TSMC 10FF, enough for high performance applications that do not need very high performance granted by 8LPP or 7N.

Lack of equipment is what is holding back SMIC. Specifically high end EUV lithographs. There should be 1000 lithography start ups. Not 1000 chip design companies startups. Just my two cents. If SMIC had the right equipment they can achieve 5nm or 7nm much easier. But of course this will never happen, because China's culture has always been to go the easy route rather than conquer the core technology such as lithography. All these chip design companies and fabs will always be content on importing equipment. Thats why SMIC getting sanctioned wouldnt be all bad.

Had these companies had the same mindset of conquering core technology 10yrs ago we wouldn't be in this situation. Instead they were all content importing chips and chip making equipment.

Why is there only SMEE developing lithography equipment?
 

Petrolicious88

Senior Member
Registered Member
Yes, research can be done in tandem


Lack of equipment is what is holding back SMIC. Specifically high end EUV lithographs. There should be 1000 lithography start ups. Not 1000 chip design companies startups. Just my two cents. If SMIC had the right equipment they can achieve 5nm or 7nm much easier. But of course this will never happen, because China's culture has always been to go the easy route rather than conquer the core technology such as lithography. All these chip design companies and fabs will always be content on importing equipment. Thats why SMIC getting sanctioned wouldnt be all bad.

Had these companies had the same mindset of conquering core technology 10yrs ago we wouldn't be in this situation. Instead they were all content importing chips and chip making equipment.

Why is there only SMEE developing lithography equipment?
China never thought the US would go this far.

It thought economic interdependence with the US would prevent conflict. Huawei intentionally become the number 1 customers for many US tech firms, hoping to appeal to America’s love for money.

We know now that the strategy was wrong. It couldn’t have accounted for the rise of Trump and his band of China Hawks.

Economic interdependence does not prevent war. France and Germany’s economies were heavily intertwined prior to WWI, yet war still broke out.
 

Hendrik_2000

Lieutenant General
Yes, research can be done in tandem


Lack of equipment is what is holding back SMIC. Specifically high end EUV lithographs. There should be 1000 lithography start ups. Not 1000 chip design companies startups. Just my two cents. If SMIC had the right equipment they can achieve 5nm or 7nm much easier. But of course this will never happen, because China's culture has always been to go the easy route rather than conquer the core technology such as lithography. All these chip design companies and fabs will always be content on importing equipment. Thats why SMIC getting sanctioned wouldnt be all bad.

Had these companies had the same mindset of conquering core technology 10yrs ago we wouldn't be in this situation. Instead they were all content importing chips and chip making equipment.

Why is there only SMEE developing lithography equipment?

Exactly that is one defect of Chinese state of mind They take the easy way out and don't go the extra mile to do it their own way. Compare that to the Japanese as soon as they get exposed to new technology,they want to do it on their own Eg Toyoda originally a textile yarn equipment manufacturer then imported car but they didn't stop there They built their won in few years.
Coupled with their inferiority complex of worshiping anything import Even now this guy Ren he said he still worshiped US as his technical ancestor even though they want to murder him. What is wrong with this people?
 

Skywatcher

Captain
Ah right I was going off reports from March and April.

Here's what I've found



Please, Log in or Register to view URLs content!

Parity with Samsung 8nm (although still not strictly a cutting edge node) would be very impressive, although I'm not sure whether he's referring to N+1 or N+2. Assuming that he means N+2, it would mean that N+1 would most likely be on parity with TSMC 10FF, enough for high performance applications that do not need very high performance granted by 8LPP or 7N.
N+1 is apparently similar to Samsung 8nm

N+1 isn’t quite what it seems. “SMIC’s N+1 is equivalent to Samsung’s 8nm, which is slightly better than TSMC’s 10nm,” said Samuel Wang, an analyst at Gartner. “SMIC’s N+1 is unlikely for this year. 12nm may become production ready by the end of 2020.”

Readiness depends on how whether trial production is included or not.
 

manqiangrexue

Brigadier
Exactly that is one defect of Chinese state of mind They take the easy way out and don't go the extra mile to do it their own way. Compare that to the Japanese as soon as they get exposed to new technology,they want to do it on their own Eg Toyoda originally a textile yarn equipment manufacturer then imported car but they didn't stop there They built their won in few years.
Coupled with their inferiority complex of worshiping anything import Even now this guy Ren he said he still worshiped US as his technical ancestor even though they want to murder him. What is wrong with this people?
Well generally, companies want to make money, so going into incredibly difficult and expensive endeavors with high risk of failure is not attractive. When it does happen and it succeeds, the result is a legendary world-leading brand, but that is built on the mountains of corpses of failed companies. When China is at a low technological level, the risk of failure is even higher. When Chinese tech improves overall, the risk is ameliorated and more people will be willing to take a risk.

Ren Zhengfei is not about to lower himself to Trump's level. He is a real business man and diplomatic in his speech. Ren knew full well that the US is an enemy and had set Huawei to prepare for loss of access to US components but his words are very friendly to show that he is calm, in control, and charismatic. He covers his actions with his words true to Sun Tzu's tactics of deception. His demeanor instills much more confidence in Huawei than a leader who is angry and cursing, "America wants to destroy my company?? I'll show them! As long as I'm around, US telecom will never lift its ugly head! I'll bury these fools into the stone-age! That demented draft-dodging coward will rue the day he ever crossed a real military man like me! To hell and on-wards, we shall battle to the death and beyond!"
 

free_6ix9ine

Junior Member
Registered Member
Exactly that is one defect of Chinese state of mind They take the easy way out and don't go the extra mile to do it their own way. Compare that to the Japanese as soon as they get exposed to new technology,they want to do it on their own Eg Toyoda originally a textile yarn equipment manufacturer then imported car but they didn't stop there They built their won in few years.
Coupled with their inferiority complex of worshiping anything import Even now this guy Ren he said he still worshiped US as his technical ancestor even though they want to murder him. What is wrong with this people?

Yep, exactly. I see this a lot. The Japanese and Germans have a passion and pride in what they do. It isn't about making money which is such a big part of the Chinese culture.
 
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