Chinese semiconductor industry

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AndrewS

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Its hard to say.
14nm is cheaper to produce than 7nm but of course the Advanced Packaging Process could add to the cost.
It could end up similar in cost to producing a 7nm Chip which requires multiple exposures.

My suspicion is that the packaging side is fairly inexpensive compared to the fabrication side.

So stacked 14nm should be cheaper to produce, but would have higher power consumption than 7nm
 

WTAN

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My suspicion is that the packaging side is fairly inexpensive compared to the fabrication side.

So stacked 14nm should be cheaper to produce, but would have higher power consumption than 7nm
Yes it would have higher power consumption.
Huawei would very likely need to provide a larger Battery or a more advanced type of Battery. Also a faster type of Charger.
 

gelgoog

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Asianometry analyses SMEE. They claim their existing 90nm machine has 1/5th the production capacity of Canon or Nikon machines. They also claim their optics manufacturer can't supply the lens for 28nm machine in quantity until they build a new factory in 2023.

Their final analysis is that SMEE is at least 10 years behind in front end lithography, to make chips, but has had success with lithography machines for packaging and LEDs.
 

WTAN

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T

Asianometry analyses SMEE. They claim their existing 90nm machine has 1/5th the production capacity of Canon or Nikon machines. They also claim their optics manufacturer can't supply the lens for 28nm machine in quantity until they build a new factory in 2023.

Their final analysis is that SMEE is at least 10 years behind in front end lithography, to make chips, but has had success with lithography machines for packaging and LEDs.
Gelgoog, this Video relies on the Report produced by that Stock Broker called Equal Ocean that gave misleading information about SMEE.
Equal Ocean Report had been posted on this forum many times.
 

tokenanalyst

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Asianometry analyses SMEE. They claim their existing 90nm machine has 1/5th the production capacity of Canon or Nikon machines. They also claim their optics manufacturer can't supply the lens for 28nm machine in quantity until they build a new factory in 2023.

Their final analysis is that SMEE is at least 10 years behind in front end lithography, to make chips, but has had success with lithography machines for packaging and LEDs.
He is not saying but assuming that if the machine has only had one iteration it means that it can still only produce 1/5 of what other machines produce, but he doesn't know that and i think is a flawed assumption, it could be on par with other lithography machines. Chinese Lithography technology has improved significantly since 2011, that is the reason why they are doing a 28nm machine, confidence.
What I don't like about the video is that it doesn't discuss the geopolitical aspect of the topic, which definitely changes the dynamics of the game between ASML and SMEE. Because the reason why SMEE FrontEnd machines have not had traction in the Chinese market is because they arrived late and ASML has taken over the entire market, because immediately that the western countries found out that China was making a Arf lithography machine have been reducing export controls to ensure ASML dominance.​

2003-MRFS = 500nm and wavelength = 350nm
2009 - MRFS= 180nm and wavelength = 245nm
2012-MRFS=95nm and wavelength = 245nm
2014-MRFS= 45nm and wavelength = 193nm

Without SMEE advances in Arf lithography, the best machine that the Chinese would be allowed to import would be to this day would be an Krf Lithography machine.
 

ansy1968

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@WTAN Sir Huawei Hisilicon is awesome, when faced with an obstacle a solution can be found for those who work hard and fight back. It has all the core competency to produce an EV car. A growth sector for its future plan, Smartphone is yesterday, EV and AI is the future. By smashing Huawei the US helped them spread their wings thus laying the seed for their future dominance.

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caudaceus

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Gelgoog, this Video relies on the Report produced by that Stock Broker called Equal Ocean that gave misleading information about SMEE.
Equal Ocean Report had been posted on this forum many times.
So ultimately 28nm lithography is ready next year?
 

tokenanalyst

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All information about 28nm lithography are still just rumors,there is no official announcement regarding the machine as of now
Things i know officially

1- SMEE announced the development of immersion lithography machine in 2016.
2- I have seen patents on immersion lithography filled out by QIER ELECTROMECHANICAL in 2019, that means they already have hardware.
3- I have seen the resumes of the people who work on the machine indicating that they are working on immersion lithography for the company that is working with SMEE.
4-The company that makes the optics has stated that they are working on a 28nm lithography at the Nankai University Student Career Center, which in my opinion is more official than any news source.

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Changchun National Science Precision Optical Technology Co., Ltd. (Optical country looking for it to be completed wholly-owned acquisitions during the year ). Team developed China's first set of 90 nm node ArF projection aligner exposure optics system was 2016 Nian successfully delivered to the user, this achievement marking China's ultra-precision optical technology has been fully form and among the international advanced level. Currently , the team assumed 02 special two core mission - for the 28 nm node ArF immersion lithography optical system R & D exposure and technological progress and smoothly ; at the same time , the undertaking of 110The product research and development work of the exposure optical system of the nm node KrF shadow lithography machine is nearing completion. Two sets of product prototypes will be delivered to users within this year , and the market prospect is good .

5- Both RS-LASER and U-precision in 2018-2019 announced breakthroughs in parts that are absolutely necessary to make an advanced lithography machine, the dual wafer stage with an overlay error no more than a few nanometers and a high powered Arf light source.

6-There is a sense of urgency to have the machine working a soon as possible, Huawei Hubble investment not only invested in SMEE but also in the shell companies supplying SMEE. SMIC is also pretty desperate because they don't know if they are gonna get cut off from accessing Arfi machines from ASML and they also have make investments in SMEE.

And there is even more "official" information out there than just news sources but when you fill the variables into the equation the result is undeniable, they are working in a very advance immersion lithography machine. The question is how good will be and when is gonna be delivered? I hope as soon as possible and that a least give Huawei the capabilities of making advance chips on their own.
 
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