Chinese semiconductor industry

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tonyget

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This is the detailed spec of StarFive Jh7110 risc-v processor. Apparently it consists of two SiFive CPU cores and one Imagination GPU core,all of which are foreign,plus they are fabricated using TSMC 28nm. That means there is very little if any domestic content in this SOC. This SOC should not be deem as a Chinese domestic chip by any measure


The presentation of the StarFive SOC, probably the first of its own in the RISC-V ecosystem.
 

FairAndUnbiased

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The main structure of the North Huachuang Taiwan-Malaysia Base (N7) project was capped​


It is reported that the project covers an area of 192 mu and is located in Majuqiao Intelligent Manufacturing Base, Tongzhou District, Beijing. Equipment, LED equipment, photovoltaic equipment and other production scale and product capacity.

According to Beijing Yizhuang news, the project will officially start in April 2022, and the underground structure will be fully capped in October. It is expected to be completed in March 2024. (Proofreading/Zhao Biying)

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ugh, 台马 is the name of a place, not Taiwan-Malaysia.
 

BrokeGambler

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it will be in testing... by 2025... it will be mass production...it's like SMIC's 12-10nm process this year... it will appear on Enjoy 60( 5G phone)
Possibly I don't understand sth, but after searching have found that enjoy 60 uses Taiwanese mediatek processor with arm cortex inside, I.e. nothing chinese made
 

tokenanalyst

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Zhichun Technology: In 2022, the company's total new orders will be 4.219 billion yuan, a year-on-year increase of 30.62%​


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Jiweiwang news, on the evening of January 29, Zhichun Technology announced an announcement about the company's new orders in 2022.

Zhichun Technology said that in 2022, the company's industry will develop steadily, and all members of the company will overcome the impact of the epidemic and work hard to realize user value. The company's business in 2022 will maintain steady growth, with a total of 4.219 billion yuan in new orders, a year-on-year increase of 30.62%, of which new orders for semiconductor process equipment are 1.800 billion yuan, a year-on-year increase of 60.71%.

It is understood that among the sectors deployed by Zhipure Technology, the semiconductor sector is the focus of the company's operational resource allocation in recent years, and it is also the fastest growing business sector.

In the semiconductor sector, based on the strategic layout of the circle of competence, it has four categories of products and services: process equipment, support equipment and system integration, electronic materials and professional services. Life cycle.

It is learned from Zhichun Technology’s 2022 semi-annual report that the users of Zhichun Technology’s wet equipment have covered mainstream domestic wafer manufacturing companies, and the stages of each user’s place have also gradually expanded from verification and initial orders to Repeat orders for crafting machines have been verified.

According to the data, the main business of Zhichun Technology mainly includes the research and development, production and sales of semiconductor process equipment and process support equipment, as well as the derived high-purity process system construction, electronic materials, component cleaning and wafer regeneration services.


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tphuang

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Shanghai Sinyang yesterday announced that company’s KrF photoresist has been mass-produced and sold, and the samples of ArF photoresist are currently being verified by domestic wafer manufacturers, and EUV photoresist is still in the development stage.

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looks like its Hefei factory is getting put into production soon.
 

escobar

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The next gap in the new export controls is the chemical supply chain, namely photoresist. We did a deep dive into photoresist here, but the summary is that lithography tools require photoresists to pattern features on a wafer. The vast majority of the world’s photoresist is manufactured by a handful of Japanese companies, with the US-based Dupont as the distant 4th place competitor
It is not enough to only block the shipment of new tools to China if the goal is to limit their manufacture of advanced semiconductors. Shipment of photoresists must also be stopped as Western governments do not know what process node existing DUV tools are being used.
Lastly, mask related tools also have zero restrictions, which is also a hole.
Is there any chinese companies in photoresist and mask related tools?
There are over a hundred DUV tools already at SMIC alone. These could be reorganized and shifted to fabricate for different process nodes. SMIC could achieve a capacity of well over 100,000 wafers a month of 7nm foundry capacity with their existing DUV tools alone. This is higher than Samsung and Intel’s advanced node (<=7nm) foundry capacity, combined. If all DUV tools at various Chinese nationals such as HuaHong, Shanghai Huali, YMTC, CXMT, GTA Semi, Nexchip, Yandong, Nexperia, CR Micro, Sien, Fulsemi, SEMC, NSEMI were reappropriated by SMIC, the 7nm capacity they could build would far exceed that of even TSMC’s 7nm.
While China’s lithography champion, SMEE, is on the sanctions list, SMEE has already shipped working I-Line lithography tools. Their argon fluoride DUV lithography is still not production ready for front-end wafer fabrication. This doesn’t mean they cannot catch up. Many firms in ASML’s lithography supply chain, such as Zeiss, continue to expand in China with joint ventures and technology transfers.
 
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