Chinese semiconductor industry

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tphuang

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Well I guess the news of YMTC being able to resume production has now reached Western media.
YMTC had set ambitious targets for equipment from local vendors, including Naura Technology and Advanced Micro-Fabrication Equipment, said three people familiar with the matter.
“YMTC has taken on the important and difficult task this year to de-Americanise the chip production line,” said an analyst close to the company, who requested anonymity
I think their anonymous sources timeline of latter in 2024 is a little pessimistic. I would guess start of 2024, but let's wait and see.

Also, so much coping at the end here. Samsung & SK have barely started 232 layer production. Most of their production is 128-layer. YMTC expanding 128 layer is perfectly fine. Based on the current rate of AMEC improvement, YMTC will be able to do 232 layer by 2025
The acid test of the new fab’s capabilities will come when it tries to move beyond its initial production of 128-layer 3D Nand flash memory — around two generations behind that of global leaders Samsung, SK Hynix and Micron — to cutting-edge 196-layer and 232-layer chips.
 

siegecrossbow

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Well I guess the news of YMTC being able to resume production has now reached Western media.

I think their anonymous sources timeline of latter in 2024 is a little pessimistic. I would guess start of 2024, but let's wait and see.

Also, so much coping at the end here. Samsung & SK have barely started 232 layer production. Most of their production is 128-layer. YMTC expanding 128 layer is perfectly fine. Based on the current rate of AMEC improvement, YMTC will be able to do 232 layer by 2025

Not surprising really. When you play all your cards at once you end up with nothing. Even kids know that.

I think Chinese semiconductor is at the same stage engine development is in 2019. The general feeling is certainly the same.
 

tphuang

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193nm ArF to be produced in Suzhou. Can be used for 7nm-14nm process.
I think we should follow the progress of Xuzhou B&C chem & Shanghai Sinyang on this. They are actually working with Chinese fabs on validating their product. I have never heard of this company.
 

tokenanalyst

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The only weak point in equipment (apart from lithography) is metrology, where there is still not a Chinese KLA. Several Chinese companies make metrology equipment, but they are still far from KLA and also from Japan Advantest, Hitachi and similar.
How you measure "far away"? Market share? That means how much is going to be lost to the competition. Technology? What is the magical technology then. The 1,000,000 line of code of KLA tools? That is just math and most of the code is just auto generated anyways. What is the alien material that only KLA can get?
 
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