Chinese semiconductor thread II

daifo

Major
Registered Member
Excerpt from digitimes (paywalled):
US sanctions have barred Huawei from accessing advanced chips produced by global foundry leader TSMC, citing national security concerns. This has forced Huawei to pivot to domestic solutions. Industry analysts suggest Huawei has leveraged SMIC's N+2 process, equivalent to a 7nm node, combined with JCET's 4nm packaging technology to achieve mass production of its 5nm-equivalent chip. By employing chipset designs and advanced packaging, Huawei has significantly enhanced performance, circumventing the limitations imposed by restricted access to cutting-edge fabrication. Further bolstering this ecosystem is Shenzhen-based semiconductor equipment firm SiCarrier Industry Machines, a key Huawei partner, which claims to have developed manufacturing tools capable of supporting nodes from 7nm down to 5nm.

 

Wrought

Senior Member
Registered Member
Two CXMT updates, they are upgrading production from DDR4 to DDR5 this year and also from HBM2E to HBM3 next year.

By year-end 2025, DDR5 is expected to make up more than 60% of CXMT's output, alongside LPDDR4 and LPDDR5. Its low-power DRAM lines will serve local smartphone brands. Although CXMT is phasing out standard DDR4, it will keep a few lines running to supply GigaDevice for consumer-grade outsourced production.

Industry sources say the sudden shift is policy-driven, as Beijing pushes key chipmakers to accelerate alignment with national goals, especially around AI and cloud infrastructure. CXMT is also prioritizing HBM, with HBM3 validation expected before year-end.

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huemens

Junior Member
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So, its not really 5NM. Just 7NM with packaging. So much for keeping hopes up.
It syas "Industry analysts suggest ...". That's just speculation by someone. The laptops haven't been shipped yet and no one has looked at the chip yet. May be it's true, may be it's not. Real info will come out after they start shipping.
 
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bebops

Junior Member
Registered Member
So, its not really 5NM. Just 7NM with packaging. So much for keeping hopes up.

Without EUV China will not move forward much. It will be all these workarounds that cost more and more.

Maybe it just a 7nm with packaging that give the same performance as a 5nm chip.

I think this is the tipping point for packaging. In order to get to 3nm, they really need EUV.

If China does get a domestic EUV in hand. I think it is game over for everyone.

China is very good at packaging. You can see the results for cloudmatrix 384. By combining 384 chips together, the result is better than nvda most advanced, gb200.
 

BlackWindMnt

Captain
Registered Member
It syas "Industry analysts suggest ...". That's just speculation by someone. The laptops haven't been shipped yet and no one has looked at the chip yet. May be it's true, may be it's not. Real info will come out after they start shipping.
To be honest all the chip really has to do is perform like a 5nm chip. Hence why the analyst are probably using the term "5nm-equivalent"...
 

european_guy

Junior Member
Registered Member
Major EDA companies—Siemens EDA, Synopsys, and Cadence maybe blocked in China


This is big if true.

I was always puzzled why US EDA toolmakers survived the export bans of the last few years....maybe their time is finally arrived now....definitely too late, but it will cause some headache for sure.

Ironically one firm that will NOT be affected by this US last shot is Huawei: they already have localized their full EDA stack.

Shares of Empyrean, Xpeedic, X-EPIC, Primarius and their other many brothers will skyrocket now!
 

tokenanalyst

Brigadier
Registered Member
So, its not really 5NM. Just 7NM with packaging. So much for keeping hopes up.

Without EUV China will not move forward much. It will be all these workarounds that cost more and more.
Probably is equivalent in price or cheaper than with EUV.
For Low-NA EUV multi-patterning is unavoidable and with the low throughput is not far away from ArF immersion. High-NA EUV is so expensive that unless ASML finds a way to cut the machine price companies are going to be stuck with multipatterning and advance packaging solutions for some time.
 

tokenanalyst

Brigadier
Registered Member

Chipsea Technology CS32F090: Large-capacity, cost-effective MCU​



Today, with the explosive growth of the Internet of Things and smart devices, the wave of interconnection of all things is profoundly changing people's production and lifestyle, and has put forward higher requirements for embedded systems: MCU must not only have the ability to support complex tasks such as edge computing and machine learning, but also have to have larger storage space to accommodate the ever-expanding firmware and data, while also achieving breakthroughs in power consumption to extend the service life of battery-powered devices.
With the advantages of the "analog + MCU" dual technology platform, Xinhai Technology (stock code: 688595) continues to deepen its presence in the general MCU market and launches the CS32F090 series of microcontrollers. Relying on the domestic supply chain, the chip provides efficient solutions for consumer electronics, industrial automation, medical equipment and other fields with the four major features of "large-capacity storage, high-integration analog, ultra-low power consumption, and wide voltage".
652701895168.2479.png


CS32F090 is equipped with a high-performance 32-bit ARM Cortex-M0+ core with a main frequency of up to 48MHz, built-in 256KB Flash and 32KB SRAM. At the same time, the chip provides rich peripheral resources to cover mainstream application scenarios.​
  • Analog signal chain: 12-bit SAR ADC (QFN32 supports 14 channels, QFN48/LQFP48 supports 23 channels, and LQFP64 expands to 29 channels), 1 12-bit DAC, 1 operational amplifier (OPA) and analog comparator (COMP) to achieve sensor signal conditioning and excitation;​
  • Communication interface: 5×USART, 2×SPI, 2×I2C, compatible with industrial bus and wireless module expansion;​
  • Timing and control: 1 16-bit advanced control timer (supports motor control), 3 16-bit general-purpose timers;​
  • Display driver: Built-in Segment LCD controller, supports 4×40 to 8×36 segment code screens, adapting to diverse interaction needs.​
In terms of energy efficiency design, CS32F090 adopts an industrial-grade temperature range of -40℃~85℃ and an ultra-wide voltage design of 1.7V~3.6V, and provides a low-power mode with a standby current of 2.1μA, which significantly extends the life of battery-powered devices.​
The CS32F090 series provides a range of power operating modes to meet different low-power applications, making it a preferred solution in embedded system design and suitable for application scenarios such as battery protection, alarm systems, mobile phones and tablets, and medical blood pressure monitors.

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