Chinese semiconductor industry

ansy1968 said:

Bro I know it's premature to announce it as we awaits its Return BUT "All Hail to the King".

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tphuang said:

I'm not sure the I agree with that.

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tphuang said:

Their next chip should not take 3 more years. I think 1 year (2 year max) would be the time they need to develop a second generation chip using SMIC process.

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tphuang said:

Let's hope they learnt their lesson from the recent news that working with TSMC for future chips is a bad idea

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tphuang said:

That would be great, do you have any links to this? I'd be curious to read. I think Huahong will start 14nm production soon. If ICRD can start 14nm also, then SMIC can move off 14nm and just concentrate on more advanced nodes in their SN1 plant.


14nm process for smartphone CPU? That won't be very competitive. The best Huawei can do in the immediate is chips using SMIC's N+2 process. That should start soon.

I'm not sure the I agree with that. I'm sure SMIC has their own packaging technology. More importantly, BR100 is using a 7nm process here to get the same performance for AI computation as H100 got with 4nm TSMC process. The transistor density for BR100 is 71 million per mm^2. That's not very dense. Biren working with SMIC's N+2 process or N+2 improved process will be able to pack transistors a lot more tightly into the die.

The other thing is that Biren has been very fast in developing this first chip. It took them 3 years to push a product out to the market that is industry leading. Having recently invested in a promising startup, I can assure you that a good chunk of the first year of a tech startup is just spent getting funding, building relationships and hiring people. So in 3 years, they've managed to get all the necessary funding, attacking partnerships with the biggest players in China, hired up an entire team, developed all their own language (SUPA) for chips, the software support packages for it and developed an industry leading chip design and tested it out. Their next chip should not take 3 more years. I think 1 year (2 year max) would be the time they need to develop a second generation chip using SMIC process. After all, even Phytium was able to design a new server CPU will SMIC N+1 process in a year.

Let's hope they learnt their lesson from the recent news that working with TSMC for future chips is a bad idea and that they need to work with SMIC asap. Until then, they need to stock up as many BR100/104 as possible to not suffer from future sanctions.

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All in one store for SiC fabrication needs​

中国科学院上海光学精密机械研究所2021年7至12月政府采购意向-LPP光刻光源收集镜多层膜沉积平台建设与关键技术研究-超高真空EUV薄膜沉积装置，1台套，用于高性能EUV薄膜的研​

tokenanalyst said:

中国科学院上海光学精密机械研究所2021年7至12月政府采购意向-LPP光刻光源收集镜多层膜沉积平台建设与关键技术研究-超高真空EUV薄膜沉积装置，1台套，用于高性能EUV薄膜的研​

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hvpc said:

Could you translate it?

I'm confuse by all the hyphens in the Google translated version: "Shanghai Institute of Optical Precision Machinery, Chinese Academy of Sciences July-December 2021 Government Procurement Intent - LPP Photolithography Source Collection Mirror Multilayer Membrane Deposition Platform Construction and Key Technology Research - Ultra-high Vacuum EUV Film Deposition Device, 1 Set for the Research of High-Performance EUV Film"

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european_guy said:

Then we agree! I also think about 1/2 years slow down....it also depends on SMIC to get the needed capacity (also SMIC is going to get a cold shower this week).

I'm afraid they don't need to learn, they will be served this ban treatment within this week. It would make really no sense, even for "frantically paranoid" people, to block NVIDIA to sell AI chips in China and don't ban at the same time TSMC for Chinese AI firms. I really don't expect that, otherwise it's a joke.

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PopularScience said:

page 562 of this thread

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