What is the Chinese government behind the scenes? Huawei smartphones used to outsell Apple, right before the sanctions. Huawei chips demand can easily be bigger than Apple's. An alliance among Huawei, ASML and tsmc can withstand any US coercion.
Chinese semiconductor industry
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What is the Chinese government behind the scenes? Huawei smartphones used to outsell Apple, right before the sanctions. Huawei chips demand can easily be bigger than Apple's. An alliance among Huawei, ASML and tsmc can withstand any US coercion.
The US threat isn't just "if you don't do what we say..."
It is "If you don't do what we say, we will stop sales of semiconductor equipment"
Taiwan's TSMC heavily relies on US semi equipment.
ASML relies on Cymer (US laser company) for EUV light source and software.
An alliance wouldn't be useful if nobody can provide equivalent substitutes.
As we already know, they cannot sanction tsmc and asml at the same time. They can stop selling equipment to tsmc and laser to asml. But then Apple and nvidia need tsmc for chips, and tsmc needs asml for equipment. They are just breaking the whole supply chain and ecosystem, of which they are part of.
Do not underestimate the US' stupidity. Biden has already proven that they are willing to cuck over their own semi equipment companies (LAM, KLA, AMAT) to keep China from advancing.
This is the key for almost everybody involved, ASML, Japan and Taiwan too.
It is impossible to know how it will end up, we can just speculate. Actually it is all very uncertain.
On my part, I don't expect harsh and rude bans from US side on ASML/Holland for a long list of reasons, including geo-political ones: Europe is already well pissed off for Ukraine war, although officially everything is fine, everybody knows it is not. US pushed Europe a lot in this war mainly for their interests. They always do this, but this time they have really pushed the pedal hard.
If there will be a ban, I expect it to be an "agreed" ban, i.e. the result of a behind-the-curtains negotiation, that BTW is already well ongoing.
Holland is a small state, but don't' underestimate them. They are quite tough guys behind a kind smile...and they don't accept to give up their business interests so easily.
Automotive grade MCU BAT32A237 passed the third-party AEC-Q100 certification
Recently, after five months of certification, the automotive-grade MCU BAT32A237 series has passed the AEC-Q100 Grade 1 automotive-grade reliability certification of SGS, an authoritative third-party testing and certification agency. The passing of this certification marks that the performance and reliability of AMEC's automotive-grade MCU BAT32A237 series products have become one of the highest-standard automotive chips in China, and have won international safety certification and affirmation.
BAT32A237 is a car-grade high-quality 32-bit MCU independently developed by AMEC. The chip is based on the Arm Cortex®-M0+ core , with a working frequency of 48 MHz, equipped with 128KB Flash, 12KB SRAM and 1.5KB dedicated Data Flash, and built-in large-capacity storage Space to support the high-efficiency computing needs of the car. Working temperature -40°C~125°C, suitable for complex operating conditions and harsh environments of automobiles .The BAT32A237 chip has been commercialized in batches at clients, and its application covers a variety of automotive electronic control modules, such as heating and cooling air conditioners, sensors, ambient lights, reading lights, steering control, matrix headlights, windows, radar, T-BOX, charging ports , Vehicle-mounted inverters, water pumps and fans, etc.
They are already doing this. The semiconductor “shortage” is totally made by American policy. By sanctioning SMIC and other Chinese companies, they are introducing a lot of supply chain inefficiencies and production issues.
Quickie
Colonel
And then they will blame the supply chain problems on China's "draconian Covid Zero Policy" and emphasize the need to reorder the world's supply chains and reduce the dependence on those of China that have proven to be "unreliable because of the way it handled the pandemic", never mind that China's export has been mostly expanding during the pandemic.
Shuoke Zhongkexin: The domestic substitution of ion implanters speeds up the pace of
original Zhao Yuanchuang core ideas1 week ago
On June 15, 2020, Shuoke Zhongkexin announced that the 12-inch medium-beam ion implanter has been successfully moved into the large integrated circuit production line, which marks a new step in the marketization process of domestic ion implanters!
The development of CMOS technology has greatly promoted the development of ion implantation (Ion Implantation) technology. It can also be said that the continuous maturity of ion implantation technology has further improved the quality of integrated circuit products, especially the performance of CMOS products. When the line width enters sub-micron , ion implantation has become an indispensable process in the entire pre-manufacturing process of integrated circuits.
In the chip production process, multiple ion implantations are required, and the implantation times are different for different chip types and process nodes. With the rapid advancement of the CMOS process, the number of ion implantations also increases rapidly. For example, in the 1970s, only 6 to 8 injections may be needed to process an n-type metal oxide semiconductor (NMOS), but now 40 injections or even more are required for 28nm logic devices.
In the actual manufacturing process, the requirements for ion implantation are also different, such as junction depth (the energy given to ions during implantation), dose (the amount of impurities required for implantation), uniformity, repeatability, etc. All have different requirements. Generally speaking, the dose of ion implantation depends on the beam current value and time, and the implantation depth depends on the accelerating electric field. In order to meet these different needs, ion implanters with different processing capabilities are required in different links, including Medium Current ion implanters, High Current ion implanters, and High Energy ion implanters. injection machine.
There are relatively high competition barriers in the ion implanter industry for integrated circuits, and the industry concentration is relatively high. Overall, the entire market is dominated by American manufacturers. Applied Materials, Axcelis, and Advanced Ion Beam Technology (AIBT) together occupy 80% of the global market.
Driven by various policies, the research and development of ion implanters in my country has also made significant progress. A few days ago, the Beijing Science and Technology Award Work Office announced the results of the 2019 Beijing Science and Technology Award evaluation committee project evaluation results. Ion implanter suppliers Shuoke Zhongkexin and Kaishitong joined hands to participate.
Shuoke Zhongkexin focuses on the R&D and manufacturing of ion implanters for integrated circuits, and has always been committed to solving the problem of independent controllability of key technologies of ion implanters. It has formed medium beam, large beam, high energy, special applications and third-generation semiconductors. It has a full range of ion implanter product systems, has a post-doctoral scientific research workstation, and has established an ion implanter industrialization platform that meets the requirements of SEMI standards. The annual production capacity reaches 30 units. The products are widely used in world-renowned chip manufacturers and are highly recognized by customers.
The 12-inch medium-beam ion implanter delivered this time has excellent functions in terms of angle control, dose control, and equipment process capabilities, and the overall performance of the machine has reached the international level of similar products.
The person in charge of Shuoke Zhongkexin said that catching up with the mainstream is only the beginning, and the goal is to achieve domestic substitution in a system. The series of ion implanters independently developed by the company have run a total of 6.5 million pieces on the customer's production line, stably supporting the customer's mass production. In addition, a professional after-sales service team has been established to implement a 7X24 On Call response mechanism to continuously improve customer experience and accelerate the process of localization.
original Zhao Yuanchuang core ideas1 week ago
On June 15, 2020, Shuoke Zhongkexin announced that the 12-inch medium-beam ion implanter has been successfully moved into the large integrated circuit production line, which marks a new step in the marketization process of domestic ion implanters!
The development of CMOS technology has greatly promoted the development of ion implantation (Ion Implantation) technology. It can also be said that the continuous maturity of ion implantation technology has further improved the quality of integrated circuit products, especially the performance of CMOS products. When the line width enters sub-micron , ion implantation has become an indispensable process in the entire pre-manufacturing process of integrated circuits.
In the chip production process, multiple ion implantations are required, and the implantation times are different for different chip types and process nodes. With the rapid advancement of the CMOS process, the number of ion implantations also increases rapidly. For example, in the 1970s, only 6 to 8 injections may be needed to process an n-type metal oxide semiconductor (NMOS), but now 40 injections or even more are required for 28nm logic devices.
In the actual manufacturing process, the requirements for ion implantation are also different, such as junction depth (the energy given to ions during implantation), dose (the amount of impurities required for implantation), uniformity, repeatability, etc. All have different requirements. Generally speaking, the dose of ion implantation depends on the beam current value and time, and the implantation depth depends on the accelerating electric field. In order to meet these different needs, ion implanters with different processing capabilities are required in different links, including Medium Current ion implanters, High Current ion implanters, and High Energy ion implanters. injection machine.
There are relatively high competition barriers in the ion implanter industry for integrated circuits, and the industry concentration is relatively high. Overall, the entire market is dominated by American manufacturers. Applied Materials, Axcelis, and Advanced Ion Beam Technology (AIBT) together occupy 80% of the global market.
Driven by various policies, the research and development of ion implanters in my country has also made significant progress. A few days ago, the Beijing Science and Technology Award Work Office announced the results of the 2019 Beijing Science and Technology Award evaluation committee project evaluation results. Ion implanter suppliers Shuoke Zhongkexin and Kaishitong joined hands to participate.
Shuoke Zhongkexin focuses on the R&D and manufacturing of ion implanters for integrated circuits, and has always been committed to solving the problem of independent controllability of key technologies of ion implanters. It has formed medium beam, large beam, high energy, special applications and third-generation semiconductors. It has a full range of ion implanter product systems, has a post-doctoral scientific research workstation, and has established an ion implanter industrialization platform that meets the requirements of SEMI standards. The annual production capacity reaches 30 units. The products are widely used in world-renowned chip manufacturers and are highly recognized by customers.
The 12-inch medium-beam ion implanter delivered this time has excellent functions in terms of angle control, dose control, and equipment process capabilities, and the overall performance of the machine has reached the international level of similar products.
The person in charge of Shuoke Zhongkexin said that catching up with the mainstream is only the beginning, and the goal is to achieve domestic substitution in a system. The series of ion implanters independently developed by the company have run a total of 6.5 million pieces on the customer's production line, stably supporting the customer's mass production. In addition, a professional after-sales service team has been established to implement a 7X24 On Call response mechanism to continuously improve customer experience and accelerate the process of localization.
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