Chinese semiconductor industry

Status
Not open for further replies.

horse

Major
Registered Member
I interpret this to mean that ASML is willing to find ways around the restrictions, just like Nvidia did, but I could totally be wrong.

Yes, agree completely.

That picture, two guys smiling ...

What ban?!

We can hear the butt hurt already ...

:D
 

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member

Please, Log in or Register to view URLs content!


Golf Jiao, a co-founder and General Manager of the Graphics GPU product line at Chinese chip start-up Biren Technology, has resigned, according to an insider cited in a report by Chinese media outlet
Please, Log in or Register to view URLs content!
on March 25.

It is worth mentioning that, since Jiao has a technical background, he hoped to have more say in determining his company’s direction regarding product R&D while also hoping to enter into the field of graphics GPUs which have greater consumer demand compared to GPGPUs, which are dominated by NVIDIA currently. On September 6 last year, Biren Technology announced the official launch of a new graphics GPU product line with Jiao personally leading the team.

In contrast, Biren Technology’s founder and CEO Michael Zhang is a Harvard Law School PhD who has worked for the United Nations and Wall Street for many years. He became a senior lawyer and private equity fund manage. From 2018 to 2019, he served as President of SenseTime, a leading AI company. There have been reports that Zhang opposes Jiao’s desire to bring Biren Technology into the field of graphics GPUs while also limiting investment in resources towards its development.

Biren Technology’s official website has deleted the press release announcing the launch of its new graphics GPU product line. As of March 27, there has been no official announcement from Biren Technology regarding Jiao’s resignation.
I've read about the news that co-founder left. That seems to be legit.

I'm not sure why they said it deleted press release announcing launch of new GPU production line? I've been tracking them for months and haven't seen anything really change. I haven't seen the BR100 news removed.

I looked up their hiring website and looks like they are still hiring. Maybe positions are down a little bit.
 

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
This isn’t the light source. This is the drive laser that drives the light source.
well, I guess then we still need some time before the LPP light source is ready then. I wonder if that will be a second generation light source. Didn't we see news of 150w LPP light source from a few weeks ago?
 

latenlazy

Brigadier
well, I guess then we still need some time before the LPP light source is ready then. I wonder if that will be a second generation light source. Didn't we see news of 150w LPP light source from a few weeks ago?
It’s hard to say. I don’t think we will get any patents for the whole light source itself since it’s an assembly of other components like the drive laser. But if the drive laser design is finalized and patented that is a pretty strong sign of progress. The drive laser is probably the most important component in the light source given that EUV light output is driven primarily by this laser component. I think even if we can’t say that the light source as a whole system is ready, a lot of the other patents we’ve seen for light source components do suggest a pretty high level of maturity in the development timeline.

As for that 150W light source we saw a few weeks back, that’s I think supposed to be a DPP light source, presumably the one they decided not to go with a year or two back for instrument development.
 

tokenanalyst

Brigadier
Registered Member
it seems like SIOM has solved the light source problem. Looks like this was solved very recently.

So, the big question is which major components still need to be worked on?
I have seen patent and research progress in the maglev wafer stage systems, multilayers mirrors and methods to make them, hydrogen cleaning systems, EUV sensors, other high end sensors, anti-vibration systems, hydrogen cleaning systems, EUV masks and methods to make them, EUV projection systems, high vacuum technology, high speed camera systems, EUV photoresist, tin molten droplet generators, objective systems and so on.
I haven't seen many work on the mask pellicle and there is no EUV coating track equipment yet.

Are we at the stage where they are just looking to integrate everything together?
I don't know, given that they already tested a EUV lithography machine in 2017 I wouldn't be surprise if they test an more advanced one in the near future, this time given the fact that ASML can't sell EUV the objective will be to launch a commercialization effort on EUV.

Please, Log in or Register to view URLs content!
 

tokenanalyst

Brigadier
Registered Member
Zhangjiang Hi-Tech and Xinhuazhang reached a strategic cooperation to empower digital independent innovation of technology companies

Recently, Xinhuazhang Technology and Shanghai Zhangjiang Hi-Tech Park Development Co., Ltd. (hereinafter referred to as Zhangjiang Hi-Tech) signed a strategic cooperation agreement to provide technology-leading EDA tool support for integrated circuits, intelligent networked vehicles, aerospace and other technology companies serving the park , to meet the increasingly complex large-scale system-level verification requirements, and empower platform industry users to independently develop and innovate system-level applications.

At the same time, the two parties will give full play to their respective advantages and cooperate in multiple aspects such as joint research and development, technical support, personnel training, and financial support. The cooperation between the two parties will further promote the commercialization and large-scale deployment of domestic EDA tools, and is of great significance to improving the resilience and security of the supply chain of the digital industry chain.

Relying on an efficient system-level digital verification full-process tool chain and an expert-level technical support team, Xinhuazhang is committed to providing customers with comprehensive and customized digital verification services and support. As a high-tech industrial development zone in Shanghai and one of the important bases for technological innovation in China, Zhangjiang has many high-tech enterprises and innovative talents. It is understood that around key industries such as integrated circuits, artificial intelligence, aerospace, smart cars, big health, and quantum technology, the total number of existing enterprises in Zhangjiang Science City exceeds 20,000, the number of high-tech enterprises exceeds 1,800, and the number of employees reaches 500,000 . The total revenue of the enterprise has exceeded one trillion yuan, and there is a strong demand for innovation in independent digital verification tools.

Liu Ying, Secretary of the Party Committee and Chairman of Zhangjiang Hi-Tech, said: "Zhangjiang Hi-Tech focuses on providing in-depth services to high-quality entrepreneurs in the hard technology track through specialized industrial cultivation, full-chain industrial investment, and precise industrial services, and promotes the development of Zhangjiang Science and Technology. The city develops into a "tropical rainforest" industrial ecology. As a leading system-level verification EDA solution provider in China, Xinhuazhang has a mature and professional service team and has created an advanced and efficient verification tool chain with excellent implementation and industrial service capabilities. If a worker wants to do a good job, he must first sharpen his tools. We believe that the cooperation between the two parties will play a major role in enhancing the global competitiveness of the technology industry in the park, especially the digital innovation capability.”

Wang Libin, chairman and CEO of Xinhuazhang, said: "We attach great importance to the rich cutting-edge industries and high-end talent resources in the park, and will use intelligent and automated EDA tools to comprehensively reduce the development costs, risks and thresholds of system-level electronic innovation for enterprises in the park. With the help of advanced digital verification EDA tools, algorithm innovation and architecture innovation in chip design can be accelerated, thereby enabling system-level application development, providing technology companies with more comprehensive and in-depth innovation empowerment, and further strengthening the independent research and development capabilities of park companies. Help build an ecosystem with higher industrial efficiency, promote technological innovation and industrial upgrading, and promote the high-quality development of China's digital economy."

Please, Log in or Register to view URLs content!
Please, Log in or Register to view URLs content!
 

siegecrossbow

General
Staff member
Super Moderator
Chinese Minister of Commerce Wang Wentao met with ASML CEO Peter Wennink on On March 28...

Wang Wentao expressed the hope that ASML will strengthen its confidence in trade and investment cooperation with China, make positive contributions to China-Netherlands economic and trade cooperation, and jointly maintain the stability of the global semiconductor industry chain and supply chain. The two sides also exchanged views on ASML's development in China and other issues..

Image

They'd be idiots to strike a deal now. Talk with them enough to keep both parties interested and wait at least half a year for a much better deal.
 

Micron

New Member
Registered Member
They'd be idiots to strike a deal now. Talk with them enough to keep both parties interested and wait at least half a year for a much better deal.

Chinese Minister of Commerce Wang Wentao met with ASML CEO Peter Wennink on On March 28...

Wang Wentao expressed the hope that ASML will strengthen its confidence in trade and investment cooperation with China, make positive contributions to China-Netherlands economic and trade cooperation, and jointly maintain the stability of the global semiconductor industry chain and supply chain. The two sides also exchanged views on ASML's development in China and other issues..

Image

Who knows what has really transpired, they may be talking or come to an agreement about a DUV lithography machines assembly, manufacturing plant using fully Made in China components or even an R&D center with 100% ownership by ASML. Anything is possible. It is obvious ASML is not willing to give up China's market without a fight.
 
Status
Not open for further replies.
Top