Chinese semiconductor thread II

interestedseal

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The AMEC slides you posted mentioned they are designing PE Ti, PE Co MO TiN machine tools. PE likely means plasma etching.
So I think they are still developing new etching tools.


SMIC doubled the floorspace at their FinFET fab. This was discussed here. My guess is they already had purchased the equipment before the latest US sanctions kicked in.


There are still no reports of Chinese 28nm litho tools being in production use anywhere. But this is likely less of a problem than it used to be.


I think China should retaliate against attempts to renege on deals with regards to imported tool maintenance and spare parts supplies.
But this seems unlikely to happen.


Intel tried to do 5nm with DUV for many, many years, and failed. They had to bite the bullet and buy EUV machines earlier than they wanted to. If SMIC manages to do this they will have succeeded where Intel failed.


I think one of those US customers for SMIC used to be Qualcomm. Maybe Qualcomm needs to get in the Chinese blacklist similar to Micron since their chips have known backdoors in them.
PE Ti and PE Co probably stand for plasma enhanced Ti and Co ALD. But this is also confusing because most metal ALDs are thermal not plasma
 

tphuang

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Rumoured specs of a new Kirin chip have turned up on Tieba.
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I read through thread. It seems to be that guy's proposed or what he thinks it can be rather than what it actually is.

It looks like servicing existing scanners will be the next front in the chip war:

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Not sure how important this is. Presumably the servicing can be taken over by local companies but what about software updates?
oh gosh, the same old stupid line of if servicing stops, then machines will stop working. I wonder how SMSC has kept all those American machines operational for over a year or those ASML machine operational since November.

It's of course really sub-optimal to not have them be serviced, but machines can live without software updates. There is a reason SMIC bought all those ASML machines despite no assurances of continued servicing. It thinks it can operate them without servicing.

At some point, Chinese govt will need to start playing hardball. If ASML cannot service the machines it sold to China, then revoke patents and IPs that ASML has established in China.

Put huge tariffs on NXP chips and ASMI tools. This is ridiculous that you get run over by Netherlands of all places
 

gelgoog

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Registered Member
If there is a spat with the Netherlands, it is not just companies like NXP which could be affected, but also Nexperia which is owned by Chinese company Wingtech for example.
 

zbb

Junior Member
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At some point, Chinese govt will need to start playing hardball. If ASML cannot service the machines it sold to China, then revoke patents and IPs that ASML has established in China.
Why not make it standard practice to revoke all patents and IPs that are under sanction?
 

Wrought

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Registered Member
Why not make it standard practice to revoke all patents and IPs that are under sanction?

Because that would be very escalatory and right now the domestic sector is still in a position to benefit from foreign technology. Those are the kind of moves you make after you are the established, dominant, player not when you are still the up-and-coming player. At some point it might make sense to do that, but that point is years in the future.

And just because you can make dramatic moves doesn't mean it's a good idea. The US made dramatic moves trying to strangle semiconductors and look at how that is going. Sometimes the wisest thing to do is nothing at all.
 

Phead128

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Why not make it standard practice to revoke all patents and IPs that are under sanction?
Depends if the product intends to be re-exported abroad. For sensitive strategic assets like domestic DUV or EUV, I highly doubt it will be exported to unfriendly countries where IP legal challenge will arise.

So if the equipment is exclusively for domestic China use only or friendly countries, and foreign suppliers is forbidden to sell to China or even service the pre-existing equipment, then they won't even bother issuing a legal IP challenge when they aren't even allowed to sell in mainland China. So just make OEM replacement parts or reverse engineer it, it's a no brainer.

I think China is already reverse engineering it in case OEM replacement parts or supplies are denied. They just don't openly announce it.
 

tokenanalyst

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Because that would be very escalatory and right now the domestic sector is still in a position to benefit from foreign technology. Those are the kind of moves you make after you are the established, dominant, player not when you are still the up-and-coming player. At some point it might make sense to do that, but that point is years in the future.

And just because you can make dramatic moves doesn't mean it's a good idea. The US made dramatic moves trying to strangle semiconductors and look at how that is going. Sometimes the wisest thing to do is nothing at all.
Either way ASML patents are worth nothing in China under the current situation and ASML knows that, they are not fools, they stated that in their last annual report. If China develops an LPP EUV machine, if ASML is not allowed to sell their EUV machines in China any attempt of claim IP infringement will only backfire to them very bad. The Chinese goverment could:

1-Force ASML to a FRAND agreement.
2- Put a "national security" clause to all EUV or immersion lithography related patents.
3-Force ASML to pay reparations to Chinese fabs.

ASML knows that and they wont play that card until they are allowed to sell EUV machines to China.
 

Maikeru

Captain
Registered Member
Either way ASML patents are worth nothing in China under the current situation and ASML knows that, they are not fools, they stated that in their last annual report. If China develops an LPP EUV machine, if ASML is not allowed to sell their EUV machines in China any attempt of claim IP infringement will only backfire to them very bad. The Chinese goverment could:

1-Force ASML to a FRAND agreement.
2- Put a "national security" clause to all EUV or immersion lithography related patents.
3-Force ASML to pay reparations to Chinese fabs.

ASML knows that and they wont play that card until they are allowed to sell EUV machines to China.
Or grant a compulsory licence under Part VI of the Patent Law of PRC:

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ansy1968

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P70 will not be using 5nm chip. At best, it will use a slightly improved version of 9000S.

Psychology effect is not relevant. What will be relevant is how Huawei continues to work around handicap of not having access to TSMC
Sir you're correct NOT on P70 PRO but maybe in MATE 70X

Specifications for Huawei's next Kirin SoC have shown up on
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(H/T
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). It'll launch as a successor to the HiSilicon
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, which was revealed to be the
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by an earlier leak. It'll be one of the first mobile APs manufactured on SMIC's 5 nm node. Exactly how SMIC plans to operate a 5 nm class node without access to EUV machines remains a mystery.


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14 hours ago — It features an 8-core CPU with custom cores, a Balong 5G modem, and an in-house ISP/NPU/GPU. Performance-wise, it trades blows with the ...
 

olalavn

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Registered Member
Sir you're correct NOT on P70 PRO but maybe in MATE 70X

Specifications for Huawei's next Kirin SoC have shown up on
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(H/T
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). It'll launch as a successor to the HiSilicon
Please, Log in or Register to view URLs content!
, which was revealed to be the
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by an earlier leak. It'll be one of the first mobile APs manufactured on SMIC's 5 nm node. Exactly how SMIC plans to operate a 5 nm class node without access to EUV machines remains a mystery.


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14 hours ago — It features an 8-core CPU with custom cores, a Balong 5G modem, and an in-house ISP/NPU/GPU. Performance-wise, it trades blows with the ...
rumor: this is the point of Kirin 9000 overclocking.

GJUVLj-XEAAPpWA.jpeg
 
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