Chinese semiconductor industry


foxmulder

Junior Member
Good thing you are not in the government then.
Chinese history shows that whenever it closed doors, things became bad.

Why close doors when China is confident? It will forever stay open and accept technological/economic cooperation with the rest of the world

You might think that the US is in position of strength, but them sanctioning so many companies it shows that they are afraid. The US is slowly taking the Soviet Union route by closing its economy to the 2nd biggest economy in the world and a powerful innovative country.

The US can ban whatever company it wants. China will keep following its own strategy. Trump and now Biden, are taking a failed approach towards China

Did you read why I wrote? because I did not say "close the country". That is not what I said at all.
 

Overbom

Senior Member
Registered Member
Did you read why I wrote? because I did not say "close the country". That is not what I said at all.
Banning/sanctioning companies is in effect a more gradual process of closing the country

What if that sanctioned company made an advancement and China fell behind because it stopped doing business with it?
That's why China doesn't want to ban these companies.

Even in semiconductors, you haven't seen China banning ASML or even banning old ASML IC equipment where there is domestic competition

The US is actually following this "ban" route but it doesn't have any immediate effects to them due to their large size and advantages from the past. However with each sanction, and as China becomes more innovative, the US risks falling behind in sectors where they have banned advanced Chinese companies
 

Hendrik_2000

Lieutenant General
Well no despair trust in Chinese ingenuity and perseverance. Come on the ban is only 1 or 2 years old this is not a sprint match more like marathon Here is a video that explain the recent situation in China semi. It is devoid of bombast and speculation But Shangha Tianshu Xisin company claim to build 7 nm chip. As important as SoC there are other segment of chip that is even more important such as AI or neural chip

Hello everyone, this is The Developing China. Welcome to our Channel. Today, we will discuss the topic about "China Unveils Its First 7nm Chip!". Seven months after the US government imposed restrictions on SMIC International Corporation, China's largest pure foundry company, the Chinese semiconductor industry began to find a foothold in the new global market reality. Although effectively excluded from the latest semiconductor manufacturing tools needed to catch up with global leaders such as TSMC, But major Chinese chip manufacturers, including SMIC, continue to develop 14-nm and 12-nm process nodes based on FinFET technology, using mature deep ultraviolet lithography toolsets and processes, which constitute most of semiconductor production today. SMIC sees an opportunity to focus on these mature silicon processes, which can increase production and thus have a greater impact on its bottom line. In fact,

Zhao Haijun, co-CEO of the company, once said that based on the positive feedback from customers on its 14nm process capability, SMIC has decided to increase its expenditure by $1.1 billion to $4.3 billion to meet the demand for chips in communication and automotive applications. We expect that by 2022, China will be completely self-reliant in 14nm technology. Elsewhere in China's semiconductor industry, registrations of new homegrown semiconductor companies have tripled since early 2021, potentially creating a healthy domestic market for chip-making services such as SMIC, the South China Morning Post reported.

China's semiconductor industry is largely driven by the government, which is pushing China to become self-sufficient in silicon production that year. This goal has suffered a great setback due to US sanctions restricting US technology exports to Chinese companies, but we believe that Chinese industries still have the ability to produce chipsets based on more mature process nodes. Although cutting-edge processes are used to produce complex silicon needed for high-performance computing and artificial intelligence, the global market demand for chips based on mature silicon processes remains strong. For example, the shortage of semiconductors hindering the automobile industry is mainly due to the lack of mature silicon processing capacity, because many old fabs retired early at the beginning of the epidemic. We believe that about half of the global semiconductor expenditure goes to mature process chips, so with or without government support, China's ability to create a dynamic and healthy semiconductor industry is still a very obvious possibility.


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antiterror13

Brigadier
And are Cymer and Gigaphoton so magical that none can replicate them? Germany put resources into doing so?

I don't think it is magical, it just the market is so small that no other countries (including Germany and China) put enough resources doint it.

But after the ban by Trump last year or a year before, it changes the whole landscape, economy and common sense are no longer relevant. China (and others) is or will put huge resources to make one .. and I have no doubt it will be successful, just a matter of time
 

tokenanalyst

Junior Member
Registered Member

Jiangfeng Electronics: The company's target products can be used in the production of third-generation semiconductors and IGBT chips.​


Jiangfeng Electronics is engaged in the research and development, production and sales of high-purity sputtering targets. Its main products include aluminum targets, titanium targets and titanium rings, tantalum targets and tantalum rings. The ultra-high-purity metal sputtering targets developed and produced by the company have filled the gap in China in this field, ended the history of product dependence on imports, met the expanding market demand of domestic enterprises, and successfully obtained the certification of the world's first-class chip manufacturer. Mass application in the global advanced technology VLSI manufacturing field has become a Chinese force successfully participating in international market competition in the field of electronic materials.

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It is incredible to think that the United States has pushed the Chinese semiconductor industry forward more than any government initiative.
 

tonyget

New Member
Registered Member
Aside from ASML, Europe is not a big player in the semiconductor market. All other parts are dominated by the US and Japan, while the most advanced fabs are in Taiwan & SK. Besides, there are only two companies in the world that can produce the necessary source for the EUV machine - Cymer (US) and Gigaphoton (Japan) - which is the key part of the machine. No part of the supply chain is really in the European hands.

You see that‘s where you got it wrong. Europe still dominates the very upper stream of semiconductor supply chain. The most crucial optical components of ASML EUV is the produced by German Carl Zeiss,Cymer’s tin-drop EUV laser source incorporates Trumpf CO2 laser tube.
Wack is the major supplier of semiconductor-grade single crystal silicon,BSF and Merck are big player in chemical and materials used in semiconductor. And many precision parts used to build semiconductor equipment also from European companies.
 

xypher

New Member
Registered Member
And are Cymer and Gigaphoton so magical that none can replicate them? Germany put resources into doing so?
There is no technology that cannot be replicated or something like that. However, the light source is arguably one of the more complicated parts of the lithographic machine, yes. It was the reason why SMEE's DUV machine took considerable time to develop, the same applies to the EUV source. Other parts are somewhat easier to manage in my opinion. For example, as far as I know, Zhejiang university's center for innovative nanomaterials can already produce optics (they are wholly different from the DUV ones because EUV is essentially "soft X-ray") for EUV machines.

Similarly, other countries can replicate the ASML's machines, there is also nothing magical about them. What matters is the timeframe, economics, and the number of levers that one can use. For now, the US has the most.
 

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