Chinese semiconductor thread II

[vincent]

A new thread for the Chinese semiconductor sector.

Current state of the sector as of 2024-01 (@tphuang please correct the following if there are errors)

• Huawei’s Kirin 9000s is likely being manufactured by SMIC
• SMEE‘s 28nm capable lithography machine rumour to be in acceptance test with SMIC and other semiconductor manufacturer.
• 45-55nm de-Americanized production lines rumoured to be in operation.
• Components of EUV lithography machine (LPP tin drop generator, CO2 laser, mirrors, etc) have been developed.
• YMTC is producing 232-layer NAND memory. Production volume is unknown.
• Many Fabs for older nodes are being built in China.

Link to previous Semiconductor thread Chinese semiconductor industry

2024-07-06 Update

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SMIC, at the company’s new Jingcheng facility on the industrial outskirts of Beijing, is aggressively incorporating homegrown semiconductor-production equipment into its manufacturing line. Meanwhile, it is cutting back on its longtime reliance on industry-leading American tools
…
SMIC is on a path to commercialization. It is now capable of producing chips as advanced as 28-nanometer circuits at this line, and recent output volume there is already beyond the pilot production level

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国产EUV光刻机的进展

截至目前，国产EUV光刻机的研发取得了一定的进展：
28nm浸没式光刻机：SMEE于2023年12月成功研发出28nm浸没式光刻机，并交付给中芯国际。
7nm光刻机：SMEE计划在2027年实现7nm光刻机的量产。

Translation:
EUV development is progressing
SMEE successfully developed 28nm immersion DUV on December 2023 and delivered to SMIC
SMEE plans to mass produce 7nm immersion DUV in 2027.

 

[tamsen_ikard]

Good summary post, Gave me more information about the progress in Chinese semi Industry in a concise way than I could get by casually skimming through the previous thread. We need such update posts every year for people who don't have time to read through all the posts.

 

[Wrought]

Glad to see a new thread, that last one was getting awfully long.

 

[Oldschool]

Various distribution of ASML DUV.
Take with a grain of salt. Found this on a forum.

 

[PopularScience]

Hello world

Various distribution of ASML DUV.
Take with a grain of salt. Found this on a forum.

We have picture like this few months ago. Now could be more.

 

[antiterror13]

Hello world


We have picture like this few months ago. Now could be more.

I have translated it and wondering whether it is only for 2023 delivery and what month status? wondering how many total 2050i machines SMIC has as at the end of 2023?

I am expecting a bit more than 2 units SMEE SSA/800 in 2023 delivery .... @ansy1968 any news or rumours you have heard? hopefully SSA/900 can be delivered in 2024 for testing

Interesting that Nikon still selling immersion scanner Nikon 635

 

[tokenanalyst]

Sai MicroElectronics: MEMS ultra-high frequency devices achieve mass production​

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[interestedseal]

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Naura released HDP CVD for gap fill. There is going to be some competition between Piotech and Naura. Naura has been hiding its advances in advanced nodes, so this is somewhat a surprise

 

[ansy1968]

I have translated it and wondering whether it is only for 2023 delivery and what month status? wondering how many total 2050i machines SMIC has as at the end of 2023?

I am expecting a bit more than 2 units SMEE SSA/800 in 2023 delivery .... @ansy1968 any news or rumours you have heard? hopefully SSA/900 can be delivered in 2024 for testing

Interesting that Nikon still selling immersion scanner Nikon 635

View attachment 123595

Sir those SSA800A are newly built final product NOT the prototype for verification, I sense that you need at least 3-4 machine to validate, so aside from SMIC, I think Huahong, YMTC, CXMT and maybe Huawei had received some sample, so in total maybe 8 to 12 prototype units were built in 2022 for verification (as they wait for U-Precision to finished their expansion plan in 2023)

And sir, IF I may, I want to give @siegecrossbow the applause, He posted that Huawei received 2 second hand NXT 1980i units and this report confirm it, Sir @siegecrossbow you have my respect and adulation.

So Huawei FAB its own chip is possible, not SMIC 7nm N+2 or the 14nm maybe the older nodes as they need to gain experience before embarking such ambitious project.

 

[tokenanalyst]

Jiangsu Province’s list of major projects in 2024 has been announced, with more than 50 semiconductor projects​

The Jiangsu Provincial Development and Reform Commission released the list of major projects in Jiangsu Province in 2024 and the list of key industrial projects for private investment in Jiangsu Province in 2024.
There are 510 major projects in Jiangsu Province in 2024, including 450 implementation projects and 60 reserve projects.
Among them, 54 new generation information technology projects are implemented, including the expansion of Jiangsu Huatian integrated circuit wafer-level packaging and testing base, Nanjing Huatian 5G mobile phone high-density radio frequency PAMiDSiP advanced packaging, Wuxi Huahong Integrated Circuit Phase II and Phase I, Yixing CRRC medium and low voltage power device industrialization, Wuxi SK Hynix Storage Semiconductor Phase III, Jiangyin Shenghejing micro three-dimensional multi-chip integrated packaging and other semiconductor projects.
High-end equipment projects in the implementation projects include Suzhou Lingyun Optical artificial intelligence vision system and equipment, Wujiang Maiwei pan-semiconductor equipment and other projects.

Reserve projects include Suzhou Xintian Technology Wireless Communications Headquarters, Suzhou Oudi Semiconductor special equipment and other projects.

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