Its probably similar than the export controls for rare earths of 2021 where they put controls on the technologies used for mining, refining and processing these materials. Not necessary on the material itself.
Chinese semiconductor industry
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Big difference between Ga, Ge bans and lithography bans: one is made by supernovae, the other by humans. I have a bit more confidence in producing something made by another person than something made by the literal most violent event in the universe.
China retaliate because they have a local option available now (duvl) and they believed in 2 years their vulnerability in semiconductor will be solved with the introduction of their EUVL powered by SSMB or 400w LPP.
Mass production of domestic 50-megapixel mobile phone sensor with performance surpassing Sony IMX766.
Smartway said a few days ago that the current 50-megapixel camera is the mainstream configuration for the main camera of flagship mobile phones, and it will have a stable life cycle for a long time in the future.
For the 50-megapixel product track, the company has launched two differentiated CIS products, SC550XS and SC520XS, which can meet the needs of flagship smartphone main and front cameras, ultra-wide-angle and telephoto cameras in terms of performance.
At present, the SC550XS, which focuses on the high-end flagship main camera market, has started mass production and shipment in the second quarter, and another high-end product, the SC520XS, has also entered the stage of small-scale mass production this quarter.
In the future, the company will launch more new smartphone application products to empower smartphone imaging systems with excellent imaging quality.
It is understood that Smartway released the SC550XS sensor in March last year, which has an ultra-high resolution of 50 million pixels, a pixel size of only 1.0 μm, and a 1/1.56-inch outsole.
The new product adopts the advanced 22nm HKMG Stack process, equipped with SmartClarity-2 imaging technology, as well as SFCPixel and PixGain HDR patented technologies, with excellent imaging performance.
In addition, 100% full-pixel focusing can be achieved through the blessing of AllPix ADAF technology, and it is equipped with MIPI C-PHY 3.0Gsps high-speed data transmission interface.
The product can meet the needs of the main camera of flagship smartphones in terms of night vision full-color imaging, high dynamic range and low power consumption.
Compared with the 40nm process used by the previous generation main camera CIS in the industry, the advanced 22nm HKMG Stack process adopted by SC550XS has faster device speed and lower working voltage, so that the image sensor can achieve higher frame rate and lower power consumption to perform work.
At the same performance level, the power consumption of the 22nm process can be reduced by 30%. At the same time, with the support of Smartway’s innovative low-power design, the power consumption of the SC550XS is significantly reduced by 43% compared with similar products in the industry. Provide better battery life for high-end smartphones.
No domestic fab offers 22nm HKMG，so it's likely manufactured in TW
Yeah brother, this is one of the biggest F yous we can think of.
In the case of the Dutch, guess they forced to choose.
That is okay for them, because of their China operations, so they will use it in house inside China, and maybe smuggle a little bit out.
It would be more problematic for the Japanese if they have not localized production of IC inside China.
As for the Americans they can forget about it.
Everything Clausewitz talked about all true. This attack is just starting, China going after Micron, now declaration of potential restrictions on rare earths for IC production. The Americans can retaliate, but where? The Americans have been trying to attack for so long, the longer an offensive goes, the weaker it gets. Guess they have to resort to banning Huawei again, or banning Chinese IC again.
This attacks the Americans directly, and it attacks the foundation of the American alliance system.
Usually it is the Americans who think that they are the only ones who can sanction. As we seen from the Russia Ukraine war, when the sanctions are applied to the West, they cannot handle it, without rather significant dislocations, which we do not know if how much of what they lost could be recovered. After all, Italy still has not recovered from the 2008 financial crisis.
What fab makes this sensor?
IDK a it only says is made in a 22nm process.
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Could be, but 22nm is just an step from a 28nm process.
I think we are going to have to wait a little time to see the details.
While this is a semiconductor thread, this issue has significant military components.
Qorvo is a huge supplier of modules for Raytheon radars
Of all the so called benefits from US sanctions against China against military industry complex, this ban of gallium would affect Qorvo's ability to supply GaN modules to Raytheon. This actually would have detrimental affect on US MIC. I haven't looked into Germanium yet.
Of course, if they can cause Cree, TI & other American firms to loose civilian GaN market, it would be a huge plus.
Same with Japanese.
NXP depends on how the cooperation with Dutch. I assume this is to warn Dutch to not go overboard.
Rest of Europeans, I assume this would not affect ST or Infineon other than additional step
gallium is not rare earth
Why would you think this is going to be pretty mild if this will scare western controls into decoupling?
this is not about processing these material. This is export of Gallium and Germanium. The former they have near monopoly
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