Chinese semiconductor industry


Weaasel

Junior Member
Registered Member
@Annihilation98 and @ansy1968

Apart from ASML and SMEE who else produces DUV lithography? any US companies or other EU companies?

The think is, it is not about how hard to make it, but there is/was no need for others to pour huge $ and resources to build one

But now China has waken up and will do it, thanks to Trump ;)

Technically, I have no doubt that the big five plus Japan, perhaps SK can develop one, even EUV .. take time and big $ though
Nikon and Canon all produce DUV, or at least at one time they produced them. The Japanese can certainly resume DUV production if they stopped. Tokyo Electron also produces equipment and substances necessary for chip making lithography.
 

Hendrik_2000

Lieutenant General
Via vincent
Not sure if this have been posted before. A little old
CMP equipment for 200nm production line from CETC are being used by SMIC, Huahong, TSMC, UMC, etc.

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CLP's 200mm polishing equipment has entered domestic major lines such as SMIC, Huahong Hongli, TSMC, UMC, etc.​

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1.2w
Jiwei

Source: Aijiwei
#电科设备#
#中电科#
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07-09 11:43
According to the news from the micro-net, at the Beijing Yizhuang Innovation Conference held on July 8, CEC Electronic Equipment Group Co., Ltd. (hereinafter referred to as: Electrical Equipment) announced that the ion implanter, chemical mechanical polishing equipment (CMP), Technological breakthroughs such as wet process equipment.

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Picture source: Beijing Yizhuang

The ion implanter is the key equipment in the pre-process of integrated circuit manufacturing, and the difficulty is second only to the photoetching machine. It causes changes in the surface composition, structure and performance of the material by doping the area near the surface of the semiconductor.

Li Jin, director of the electrical equipment strategic planning department, revealed that electrical equipment has realized the localization of the full spectrum of ion implanters, which can provide chip manufacturers with a one-stop solution for ion implanters.

According to Beijing Yizhuang News, China Electronics Technology Group also released domestically produced chemical mechanical polishing equipment. As one of the core equipment for integrated circuit manufacturing, chemical mechanical polishing equipment is an indispensable equipment for the copper interconnection process.

Among them, 200mm polishing equipment has entered domestic major lines such as SMIC, Huahong Hongli, TSMC, UMC, etc., and has been hailed as "the only domestic equipment supplier with a replacement rate of 100%" by SMIC.

In addition, according to Chinanews.com, Li Jin introduced that the 8-inch chemical mechanical polishing equipment for electrical equipment has a market share of 70%, and the 12-inch CMP has entered customer verification and has excellent performance. The electrical equipment wet process equipment has entered the field of 8-inch integrated circuit epitaxial wafer processing and chip manufacturing. (Proofreading/Ruobing)
 

tokenanalyst

Junior Member
Registered Member
Nikon and Canon all produce DUV, or at least at one time they produced them. The Japanese can certainly resume DUV production if they stopped. Tokyo Electron also produces equipment and substances necessary for chip making lithography.
Canon doesn't produce Arf DUV Lithography. Only Nikon, ASML and SMEE produce those, they compete with SMEE in the packaging arena.
 

coolieno99

Junior Member
He said that but saying is one thing, actually doing is another. SMIC already produces high end chips so he's wrong. Just because he founded TSMC doesn't mean he's a god that knows everything. Where would TSMC be without... literally every supplier? Because Taiwan doesn't manufacture a single piece of equipment that TSMC uses.

Even if TSMC tomorrow declared itself an Indian company, moved their HQ to India, changed the meaning of TSMC to Tandoori Semiconductor Manufacturing Company and put an Indian CEO in place, the end result will be that the entire company gets run into the ground and not only become zero value but negative value as India will have to import all of the inputs and has no nearby market to sell to. The upkeep cost of TSMC (Tandoori version) will far exceed its output and not only provide zero value for India, it will drain value away. Even if they just abandon it, TSMC will still have chemical leaks that damage the environment. Best to leave TSMC in Taiwan and not Tamil Nadu.
My argument is even simpler. Normally Intel is the leader in semiconductor chip production. But Intel fell behind TSMC advance chip production (being 1 or 2 node behind). What happened? Intel hired a bunch of Indian engineers to run their wafer fab operations. The Indian head of Intel wafer fab operations hired his own fellow Indian engineers. Even though Intel and TSMC were using basically identical wafer fab tools, the Indian engineers were unable to get the Intel wafer fab line to run right. And that's how Intel fell 1 year behind TSMC in the wafer fab race.
 

antiterror13

Brigadier
My argument is even simpler. Normally Intel is the leader in semiconductor chip production. But Intel fell behind TSMC advance chip production (being 1 or 2 node behind). What happened? Intel hired a bunch of Indian engineers to run their wafer fab operations. The Indian head of Intel wafer fab operations hired his own fellow Indian engineers. Even though Intel and TSMC were using basically identical wafer fab tools, the Indian engineers were unable to get the Intel wafer fab line to run right. And that's how Intel fell 1 year behind TSMC in the wafer fab race.

I think more like at least 3 yrs behind TSMC. TSMC already produced 7nm in 2018 while Intel so far hasn't managed it yet (2021)
 
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pecopls

Just Hatched
Registered Member
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. One thing I noticed is that the image claims China has 14.8% of the world's 8mn wafer capacity (8" equiv., 3.55mn in 12" equiv.) on the 20-10nm nodes. This number has to be wrong, SMIC has only about 15k/month wafer capacity on 14nm (34k/month in 8" equiv.), and Shanghai Huali should only be in the early stages of 14nm production (close to 0k/month). That should make China's share of 20-10nm less than 1%.

Am I missing a huge amount of capacity somewhere else at a Chinese fab, or is this just a clear mistake from ICInsights?

Also, simplifying a takeover of Taiwan as China only wanting to gain advanced node technology seems to oversimplify the situation.
 

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