Chinese semiconductor thread II
- Thread starter vincent
- Start date
Yes, that's exactly why direct comparisons of the number in the process name is not very meaningful. "Intel 4" is actually a rebranding of what was called "Intel 7nm".
Last edited:
AMEC Chairman Gerald Yin, known as the ‘father of Chinese semiconductor equipment,’ recently said, “80% of the semiconductor equipment imported by China can be replaced with Chinese products by the end of the year.” The Chinese government is creating a semiconductor self-reliance fund worth $27 billion???? (approximately 36 trillion won), the largest ever.
what a waste of resources
They have all the resources.
This $27 billion worth Fund is one of many Funds allocated by Central government..
province wise. Shanghai and Guangdong governments spending Billions on semiconductor projects..
but this statement from AMEC is again another solid hint where current Chinese Semi equipment companies stands. SMIC supplied 7nm chip to Huawei. YMTC/CXMT too.. all these firms are blacklisted by the USA .. so it is safe to say this, these firms secured domestic supply chain of Non-Litho tools ...
rest 20 percent will achieve by next year..
You are too optimistic. YMTC's CEO complained about the sanctions rendering some machines purchases they made useless.
CXMT is also making memory in the "new" line with an older process node which doesn't break the US sanctions.
CXMT is also making memory in the "new" line with an older process node which doesn't break the US sanctions.
wrote about it here
basically, Huawei is really important now for China's phone supply chain. You have 1 customer that's very demanding and will work with domestic supply chain to improve it. That's priceless for these suppliers
He was referring to AMEC products only
3月19日，国产半导体设备大厂中微公司董事长、总经理尹志尧在2023年度业绩说明会上表示，中微公司绝大部分刻蚀设备的零部件已实现国产化，而且在很短的时间内，将全面实现自主可控的基础。
…
在2023年底中微公司80%的限制进口零部件可以在国内进行替代，随后将在2024年下半年实现100%的替代。
all are old statements .. but its normal to give statement in response to US sanctions.
YMTC is already blacklisted by the USA .. and recently they started to talk '' put CXMT into entity list''.. i don't think so, CXMT will spare this time.
CXMT secured 6.5 Billion dollars from local government. they are not fools to risk such a huge amount without back up plan.
i believe, for matures nodes, domestic supply chain have completed..
well, since US firms can no longer service those machines, of course YMTC should complain.
As for CXMT, it's basically taking a dual approach here. American tools in fab 2 to fab 18.5nm DRAMs. And then continuing to work with pre-sanction tools and domestic tools for more advanced stuff.
Given that American tools are better, they will obviously generate higher yield. That's important for all LPDDR4X contracts that CXMT has