How China’s Semiconductor Revolution Will Change Global Technology Forever! What Next?

[LaoTze]

How China’s Semiconductor Revolution Will Change Global Technology Forever! What Next?​

 

[k1976]

China currently hold 2-4yrs stock for critical components inventory. This should allow China to buy margin to develope its self sufficiency.

However, China is NOT expected to be self sufficient in Semicon Node below 14nm in next 5-10yrs.

 

[k1976]

The outcome of tgis Tech War is hanging on China Engineer and Scientists if they are distracted into some form of "class struggle" or they are smart enough to embark on a Revisionist Approach to many of these High Tech Process / HardWare / Material combo

 

[superpower]

China's SMIC is already making 5nm chips for Huawei using the SAQP process on DUV machines. Their 5nm chip is purportedly more efficient than TSMC's 5nm chip of 3 years ago.

But China needs EUV to go below 5nm, and ASML is barred by the US from selling its EUV lithograph machine to China. The key is: can China develop its own EUV technology from scratch (very, very difficult)... or can it find a way to manufacture ultra-thin chips using alternative technology (more feasible)?

However it turns out, China accounts for more than 50% of the world's legacy chip sales, and has enough DUV machines to continue churning out these chips down to 5nm. But to make major inroads into AI, the Chinese will have to find a way to make more powerful chips. Soon.

 

[Eisenhut]

The outcome of tgis Tech War is hanging on China Engineer and Scientists if they are distracted into some form of "class struggle" or they are smart enough to embark on a Revisionist Approach to many of these High Tech Process / HardWare / Material combo

Yeah...maybe they can develop another tech to ASML EUV, maybe using totally different process.

 

[k1976]

 

[congo9]

ALl these propaganda by Chinese CCP media ..
Their yield rate is dangerously low.
What's their yield rate like and how much subsidy can they get from CCP Govt in order to keep the operation running ?

China's SMIC is already making 5nm chips for Huawei using the SAQP process on DUV machines. Their 5nm chip is purportedly more efficient than TSMC's 5nm chip of 3 years ago.

But China needs EUV to go below 5nm, and ASML is barred by the US from selling its EUV lithograph machine to China. The key is: can China develop its own EUV technology from scratch (very, very difficult)... or can it find a way to manufacture ultra-thin chips using alternative technology (more feasible)?

However it turns out, China accounts for more than 50% of the world's legacy chip sales, and has enough DUV machines to continue churning out these chips down to 5nm. But to make major inroads into AI, the Chinese will have to find a way to make more powerful chips. Soon.

 

[Sinkiesuk]

Then jialat lo. If ah tiong can make it in semiconductor wafer fab, sinkie ang mo semiconductor plant can phrase out liao lo. Sinkie boh tsmc boh Nvidia boh Samsung.

 

[po2wq]

...

How China’s Semiconductor Revolution Will Change Global Technology Forever! What Next?​

usa wil accuse prc of stealing technology ... impose mor tariffs on prc ... point mor missiles @ prc ... borrow mor moni from prc ...

 

[Sinkiesuk]

Sinkie semiconductor plants are lousy ones. China don't even fck care. Sinkie will just bow their head to the greener side.

 

[k1976]

TSMC Halts AI Chip Production for Chinese Firms Following U.S. Directive​

• Editor Kim Eun-jin
• 2024.11.11 15:24

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U.S. Restricts Export of Advanced Semiconductors Below 7nm Citing National Security​

On Nov. 9, Taiwan Semiconductor Manufacturing Company (TSMC) announced its decision to halt the production of artificial intelligence (AI) semiconductors for Chinese companies, following an order from the U.S. government. This move comes amid escalating tensions between the United States and China over technology and trade, marking a significant development in the ongoing rivalry between the two superpowers.
The U.S. Department of Commerce recently sent a document to TSMC outlining restrictions on the export of advanced semiconductors below 7 nanometers (nm), which are crucial for AI accelerators and graphics processing units (GPUs). Reuters reported that these restrictions are part of broader efforts to curb China's access to cutting-edge technology, citing national security concerns.
In response to the U.S. directive, TSMC has notified its Chinese customers that it will no longer accept orders for semiconductors below 7nm starting from Nov. 11. The Financial Times (FT) added that TSMC would require separate approval from the U.S. to supply these advanced semiconductors to Chinese companies in the future.

 

[k1976]

China’s SMIC Benefits From AI Chip Boom In Spite Of Sanctions​

Image credit: Intel

The chief executive of China’s biggest domestic chip manufacturer, SMIC, said the firm is benefiting from the AI boom in spite of US-led restrictions that prevent it from manufacturing advanced semiconductors.
While the restrictions mean SMIC doesn’t have the technology to produce advanced AI chips, it has seen revenues rise from more mature chips needed for AI infrastructure, said SMIC co-chief executive Zhao Haijun during a call with analysts.
“We can’t produce competitive products such as GPUs due to caps on manufacturing nodes, but we can produce other AI-related products such as analogue and power-supply chips used for AI products,” he said.
Graphics processing units, or GPUs, originally developed for video acceleration tasks have become a hot commodity for their ability to carry out processor-intensive AI chores such as training and inference.

 

[LaoTze]

TSMC Halts AI Chip Production for Chinese Firms Following U.S. Directive​

U.S. Restricts Export of Advanced Semiconductors Below 7nm Citing National Securit​

YAWN 7 nm KUCHING KURAD

ASML admits that China can produce some 3nm and 5nm chips, as does Huawei’s high-end chips.​

 

[Eisenhut]

"Can produce" and "are in mass production" is worlds apart.

 

[Eisenhut]

China currently hold 2-4yrs stock for critical components inventory. This should allow China to buy margin to develope its self sufficiency.

However, China is NOT expected to be self sufficient in Semicon Node below 14nm in next 5-10yrs.

You mean like they are NOT expected to be competitive on Automotive Market? Ok....

 

[k1976]

You mean like they are NOT expected to be competitive on Automotive Market? Ok....

It depends on which segment are u looking at, boss

Sinki love to do a “wholesome digital” analysis - black or white ONly….but actual fact is more like 50shades of gray

 

[k1976]

"Can produce" and "are in mass production" is worlds apart.

If all hand carry or babysit lot by their PHDs , sure can run 7nm with reasonable yield de woh

 

[k1976]

YAWN 7 nm KUCHING KURAD

ASML admits that China can produce some 3nm and 5nm chips, as does Huawei’s high-end chips.​

Do u know how difficult to make sub 10nm chip?

Even simple step like wet clean requirements changes drastically once u scale below 10nm
- surface tension problems during dryinng
- electrostatic charging
- material loss / surface roughness / non terminated residual bonding at boundaries layers

 

[Devil Within]