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Opinionated - China Chipping Away to Semiconductor Dominance

【中芯国际首款基于“N+1”工艺芯片流片成功
[中国赞]
】近日,中国领先的一站式IP和定制芯片领军企业――芯动科技发布消息称,该公司已完成全球首个基于中芯国际FinFETN+1先进工艺的芯片流片和测试,所有IP全自主国产,功能一次测试通过,为国产半导体生态链再立新功。​
中芯国际是中国内地规模最大、技术最先进的集成电路芯片制造企业。“N+1”是中芯国际对其第二代先进工艺的代号,其与现有的14nm工艺相比,性能提升了20%,功耗降低了57%,逻辑面积缩小了63%,SoC面积减少了55%,也被称为“国产版”的7nm芯片技术。(珠海特区报)​

www.guancha.cn
Today at 10:46 from Weibo


[SMIC’s first chip based on "N+1" technology has been successfully taped out [中国赞]]

Recently, China’s leading one-stop IP and custom chip leader, Innosilicon announced that the company has completed first chip tape-out and test based on SMIC’s FinFET N+1 advanced technology. All IP is made in-house, and its functions have passed the first test, making new contributions to the domestic semiconductor ecosystem.

SMIC is the largest and most technologically advanced integrated circuit chip manufacturer in Mainland China. "N+1" is SMIC’s code name for its second-generation advanced process. Compared with the existing 14nm process, performance increased by 20%, power consumption is reduced by 57%, logical area is reduced by 63%, SoC area is reduced by 55%, also known as the "domestic version" of 7nm chip technology. (Zhuhai Special Zone News)

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【中芯国际首款基于“N+1”工艺芯片流片成功
[中国赞]
】近日,中国领先的一站式IP和定制芯片领军企业――芯动科技发布消息称,该公司已完成全球首个基于中芯国际FinFETN+1先进工艺的芯片流片和测试,所有IP全自主国产,功能一次测试通过,为国产半导体生态链再立新功。​
中芯国际是中国内地规模最大、技术最先进的集成电路芯片制造企业。“N+1”是中芯国际对其第二代先进工艺的代号,其与现有的14nm工艺相比,性能提升了20%,功耗降低了57%,逻辑面积缩小了63%,SoC面积减少了55%,也被称为“国产版”的7nm芯片技术。(珠海特区报)​

www.guancha.cn
Today at 10:46 from Weibo


[SMIC’s first chip based on "N+1" technology has been successfully taped out [中国赞]]

Recently, China’s leading one-stop IP and custom chip leader, Innosilicon announced that the company has completed first chip tape-out and test based on SMIC’s FinFET N+1 advanced technology. All IP is made in-house, and its functions have passed the first test, making new contributions to the domestic semiconductor ecosystem.

SMIC is the largest and most technologically advanced integrated circuit chip manufacturer in Mainland China. "N+1" is SMIC’s code name for its second-generation advanced process. Compared with the existing 14nm process, performance increased by 20%, power consumption is reduced by 57%, logical area is reduced by 63%, SoC area is reduced by 55%, also known as the "domestic version" of 7nm chip technology. (Zhuhai Special Zone News)

Realistically, it's a 8nm node, not yet 7nm. It's also more costly and time consuming to manufacture, since it requires double or triple exposure on DUV.

Still, it's a good milestone.
 
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【中芯国际首款基于“N+1”工艺芯片流片成功
[中国赞]
】近日,中国领先的一站式IP和定制芯片领军企业――芯动科技发布消息称,该公司已完成全球首个基于中芯国际FinFETN+1先进工艺的芯片流片和测试,所有IP全自主国产,功能一次测试通过,为国产半导体生态链再立新功。​
中芯国际是中国内地规模最大、技术最先进的集成电路芯片制造企业。“N+1”是中芯国际对其第二代先进工艺的代号,其与现有的14nm工艺相比,性能提升了20%,功耗降低了57%,逻辑面积缩小了63%,SoC面积减少了55%,也被称为“国产版”的7nm芯片技术。(珠海特区报)​

www.guancha.cn
Today at 10:46 from Weibo


[SMIC’s first chip based on "N+1" technology has been successfully taped out [中国赞]]

Recently, China’s leading one-stop IP and custom chip leader, Innosilicon announced that the company has completed first chip tape-out and test based on SMIC’s FinFET N+1 advanced technology. All IP is made in-house, and its functions have passed the first test, making new contributions to the domestic semiconductor ecosystem.

SMIC is the largest and most technologically advanced integrated circuit chip manufacturer in Mainland China. "N+1" is SMIC’s code name for its second-generation advanced process. Compared with the existing 14nm process, performance increased by 20%, power consumption is reduced by 57%, logical area is reduced by 63%, SoC area is reduced by 55%, also known as the "domestic version" of 7nm chip technology. (Zhuhai Special Zone News)

SMIC achieves breakthrough in 7nm process
2020-10-12 19:46:37 GMT+8 | cnTechPost

Chinese IP and custom chip company Innosilicon has completed the world's first chip tape-out and testing based on SMIC's FinFET N+1 process, the Zhuhai government's Zhuhai Special Zone Newspaper reported on October 11, adding that all of its IP is made in China and its functionality passed the test in one go.

Regarding the N+1 process, SMIC co-CEO Mong-Song Liang had revealed earlier this year that the process is very similar to the 7nm process in terms of power and stability, and does not require a EUV lithography machine.

But the performance improvement is not enough, so the N+1 process is for low-power applications, Liang said.

And tape-out success means getting devices that meet performance targets in the lab. If you want to achieve real mass production, the reliability of the device, degradation mechanism, and some other characteristics need a lot of data support and repeated testing.

Zhuhai Special Zone News reported that Innosilicon's first chip tape-out and successful testing based on SMIC's advanced process not only means that the 'domestic core' with independent intellectual property rights has once again broken the foreign monopoly but also shows that China-made 7nm chip manufacturing. The technology has been broken.

In fact, tape-out is a necessary step before a chip can be mass-produced.

In order to test the success of the IC design, the chip needs to be pre-produced to verify that the circuit has the required performance and functionality.

If the tape-out is successful, the chip can be mass-produced; if not, the cause of the problem needs to be identified and the design needs to be optimized accordingly.

Guancha.cn quoted someone from the Semiconductor Institute of the Chinese Academy of Sciences as saying: "Before the technology is delivered, it will go through a user trial phase, in different cases, and maybe tape-out will be followed by months or years before mass production can actually take place."

On September 18, SMIC had said that FinFET N+1 has entered the customer introduction phase and is expected to go into small-batch pilot production by the end of 2020.

Although SMIC has never confirmed it, there has been speculation that "N+1" is the company's 7nm process.

In February, Liang disclosed for the first time at the earnings meeting that the N+1 and 7nm processes are very similar in terms of power and stability, with the only difference in performance being that the N+1 process is less efficient.

When it comes to specific data, he revealed that SMIC's N+1 process has a 20% performance increase and 57% power consumption reduction compared to 14nm.

The 7nm process market benchmark performance improvement should be 35%, so the company's N+1 process is for low-power applications.

Previously, SMIC had ordered a EUV lithography machine for next-generation process manufacturing, worth up to $150 million, from ASML, which was scheduled to be delivered in early 2019.

But the U.S. government has blocked the deal, which has yet to be completed.

In the current plan, N+1 and N+2 processes will not use EUV equipment, until the equipment is ready, N+2 will turn to use EUV equipment.

Previously, it was reported that SMIC's 7nm process development is similar to the TSMC route, 7nm node development of a total of three processes, respectively, low-power N7, high-performance N7P, the use of EUV process N7+.

It should be noted that at present, the world can mass produce 7nm chip foundries only TSMC and Samsung.

IDM manufacturer Intel 10nm products have just recently been launched, 7nm chips may be delayed until 2023. guancha.cn reported that this means that SMIC is expected to catch up with Intel in the process.
 
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SMIC achieves breakthrough in 7nm process
2020-10-12 19:46:37 GMT+8 | cnTechPost

Chinese IP and custom chip company Innosilicon has completed the world's first chip tape-out and testing based on SMIC's FinFET N+1 process, the Zhuhai government's Zhuhai Special Zone Newspaper reported on October 11, adding that all of its IP is made in China and its functionality passed the test in one go.

Regarding the N+1 process, SMIC co-CEO Mong-Song Liang had revealed earlier this year that the process is very similar to the 7nm process in terms of power and stability, and does not require a EUV lithography machine.

But the performance improvement is not enough, so the N+1 process is for low-power applications, Liang said.

And tape-out success means getting devices that meet performance targets in the lab. If you want to achieve real mass production, the reliability of the device, degradation mechanism, and some other characteristics need a lot of data support and repeated testing.

Zhuhai Special Zone News reported that Innosilicon's first chip tape-out and successful testing based on SMIC's advanced process not only means that the 'domestic core' with independent intellectual property rights has once again broken the foreign monopoly but also shows that China-made 7nm chip manufacturing. The technology has been broken.

In fact, tape-out is a necessary step before a chip can be mass-produced.

In order to test the success of the IC design, the chip needs to be pre-produced to verify that the circuit has the required performance and functionality.

If the tape-out is successful, the chip can be mass-produced; if not, the cause of the problem needs to be identified and the design needs to be optimized accordingly.

Guancha.cn quoted someone from the Semiconductor Institute of the Chinese Academy of Sciences as saying: "Before the technology is delivered, it will go through a user trial phase, in different cases, and maybe tape-out will be followed by months or years before mass production can actually take place."

On September 18, SMIC had said that FinFET N+1 has entered the customer introduction phase and is expected to go into small-batch pilot production by the end of 2020.

Although SMIC has never confirmed it, there has been speculation that "N+1" is the company's 7nm process.

In February, Liang disclosed for the first time at the earnings meeting that the N+1 and 7nm processes are very similar in terms of power and stability, with the only difference in performance being that the N+1 process is less efficient.

When it comes to specific data, he revealed that SMIC's N+1 process has a 20% performance increase and 57% power consumption reduction compared to 14nm.

The 7nm process market benchmark performance improvement should be 35%, so the company's N+1 process is for low-power applications.

Previously, SMIC had ordered a EUV lithography machine for next-generation process manufacturing, worth up to $150 million, from ASML, which was scheduled to be delivered in early 2019.

But the U.S. government has blocked the deal, which has yet to be completed.

In the current plan, N+1 and N+2 processes will not use EUV equipment, until the equipment is ready, N+2 will turn to use EUV equipment.

Previously, it was reported that SMIC's 7nm process development is similar to the TSMC route, 7nm node development of a total of three processes, respectively, low-power N7, high-performance N7P, the use of EUV process N7+.

It should be noted that at present, the world can mass produce 7nm chip foundries only TSMC and Samsung.

IDM manufacturer Intel 10nm products have just recently been launched, 7nm chips may be delayed until 2023. guancha.cn reported that this means that SMIC is expected to catch up with Intel in the process.
At least China made a 8nm chips while American can only make 10nm. :enjoy:
 
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By skipping the expensive EUV and restriction plus IP paid. The money save can compensate the costly production.
I don't think so. TSMC can manufacture 5nm chips at lower cost than SMIC can manufacture 8nm chips, based on sheer scale alone. In addition, SMIC is also subjected to possible US restrictions that would prevent it from actually making these chips on a mass scale.

Let's not pretend that China is currently on a competitive footing with Samsung or TSMC. This is the best we have to work with, but certainly not industry best.
 
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I don't think so. TSMC can manufacture 5nm chips at lower cost than SMIC can manufacture 8nm chips, based on sheer scale alone. In addition, SMIC is also subjected to possible US restrictions that would prevent it from actually making these chips on a mass scale.

Let's not pretend that China is currently on a competitive footing with Samsung or TSMC. This is the best we have to work with, but certainly not industry best.
What can US do to SMIC is to block future support for existing equipment bought from US companies. If US don't play by rules. Software IP can be totally ignore by SMIC for them to do whatever they liked.

I am sure PRC already mobilise all resources in China to support SMIC.

Nobody in China claim SMIC can matched TSMC but fact is SMIC now is even better than intel fab.
 
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I don't think so. TSMC can manufacture 5nm chips at lower cost than SMIC can manufacture 8nm chips, based on sheer scale alone. In addition, SMIC is also subjected to possible US restrictions that would prevent it from actually making these chips on a mass scale.

Let's not pretend that China is currently on a competitive footing with Samsung or TSMC. This is the best we have to work with, but certainly not industry best.

I don't know what you are talking about?
FYI TSMC is complaining that the profit for these 5nm chips are falling due to rising cost of production. :coffee:

In fact TSMC needs to be really cautious about any deal it makes with Trump USA.
It does not always worked out the way they wanted.


https://www.msn.com/en-us/money/com...y-trump-touted/ar-BB19X5aq?ocid=mmx&PC=EMMX20
 
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CXMT and YMTC Likely to Become Next Targets

Semiconductor Industry: US Likely to Expand Trade Sanctions against China
October 5, 2020, 12:32

The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed.
There are rising chances that the US government will impose sanctions on additional Chinese memory makers, following SMIC. In our view, Chinese memory makers that recently started mass production will face difficult business conditions.

Additional Chinese memory makers to be subject to US government sanctions
According to media reports in Taiwan and China last week, there are rising chances that China’s CXMT and YMTC will become the next targets of US trade sanctions (following Chinese foundry maker SMIC). Under the sanctions, firms that supply products containing US technology to Chinese companies must obtain a license from the US government.

Chinese memory makers have started mass production in earnest in 2020. DRAM player CXMT currently manufactures products based on 19nm processes with a capacity of 40K wpm. The firm plans to start mass production of 17nm products by yearend. Meanwhile, in September, NAND player YMTC held a presentation to launch SSDs using its Xtacking technology. Xtacking makes peripheral circuits on a separate wafer and then attaches the wafers with memory array via hybrid bonding. YMTC’s capacity has risen from 15K at the beginning of 2020 to 40K wpm. The company also announced 128-layer QLC 3D NAND products in April.

If mass production and capacity expansions proceed at the current pace, Chinese memory makers could have a significant impact on global memory supply/ demand after 2022. However, if the US government’s sanctions become a reality, they will inevitably hurt the future moves of Chinese memory makers that started mass production this year.

Demand for IT products continues to improve
Memory supply/demand is improving on strong demand for game consoles and notebook PCs. An increase in memory orders from smartphone makers looking to fill the space left by Huawei, and data center makers' restarted memory purchase negotiations are also positive for supply/demand. We expect DRAM contract prices to decline q-q until 4Q20, remain flat q-q in 1Q21, and then rise again from 2Q21.
Led by strong demand for IT products, product lead times for foundry makers such as TSMC, UMC, and VIS have risen to more than six months. And, the lead time is expected to increase further due to sanctions against SMIC. Due to insufficient supply, most foundry makers have eliminated price discounts on long-term contracts. In fact, some customers are paying a premium to secure foundry capacity.
 
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US illegal and unilateral sanction may staggered leading edge technological chips e.g. 5nm nodes momentarily but IMO against CXMC and YMTC these will be in fact beneficial to China semiconductors industries. Domestic demands inside China are so high.

China is already preparing a list of unreliable suppliers and once named, they will be barred from China rare earth as a starter.

Even ASML has just earlier announced that their DUV lithography equipment are availaible for sales and delivery to China.
And all servicing and maintenance are available.
They do not required US licence but so far China has not responded meaning that something may be cooking inside China.

IMO after November 2020 US Presidential re-election, the wheel will be rolling and China will be taking very decisive action.

Interesting time. :coffee:
 
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US illegal and unilateral sanction may staggered leading edge technological chips e.g. 5nm nodes momentarily but IMO against CXMC and YMTC these will be in fact beneficial to China semiconductors industries. Domestic demands inside China are so high.

China is already preparing a list of unreliable suppliers and once named, they will be barred from China rare earth as a starter.

Even ASML has just earlier announced that their DUV lithography equipment are availaible for sales and delivery to China.
And all servicing and maintenance are available.
They do not required US licence but so far China has not responded meaning that something may be cooking inside China.

IMO after November 2020 US Presidential re-election, the wheel will be rolling and China will be taking very decisive action.

Interesting time. :coffee:
The reason China has not retaliated seriously is because of the elections, once its over, we will start acting.
 
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I don't think so. TSMC can manufacture 5nm chips at lower cost than SMIC can manufacture 8nm chips, based on sheer scale alone. In addition, SMIC is also subjected to possible US restrictions that would prevent it from actually making these chips on a mass scale.

Let's not pretend that China is currently on a competitive footing with Samsung or TSMC. This is the best we have to work with, but certainly not industry best.

Costs for sub-14 nm nodes are skyrocketing and fewer and fewer companies can even afford to design for them, never mind foundry costs. Even GloFo gave up sub-14 nm, sold its EUV machine and is focusing on growing its 14+ nm portfolio to apply mixed signal, high voltage, etc. You can have real time DSP capabilities for i.e. audio applications, even with 90 nm 32-bit microprocessors running at 600 MHz.

There's still a ton of money in 28-130 nm ICs as proven by Texas Instruments, MicroChip, etc.

8 nm is an amazing foundation and can already build essentially everything that is needed to run a modern economy.
 
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Depending on outcome, China is banking on a more reasonable POTUS. Else my prediction is after elections, things can get nasty.
Much will depends on who wins the US Presidential election?
A Joe Biden's win may results in a more international law abiding USA.
On the other hands a Trump wins may results in a very confrontational bipolar world with nations having to choose side.
Today Japan has announced it will not joined USA in shutting China out of its Telecommunication market. Mike Pompoe will be furious and is ripping his hair.

In any case, USA has a more difficult time and road ahead.
It cannot continue with its stimulus as USA is already USD 27 trillions in its debts.
It may not be able to supports its military expenditure much longer.
With 60 millions American unemployed, 30 million on the verge of homelessness, 30 million without healthcare, 4 hours line up in food bank for hungry Americans, etc.

Wall street is completely disconnected with US main economy. Wall Street is not the real economy, China has already win the war without firing a shot.
All China needs is to be patience and restrained.
The pandemic is a real test and nations e.g. USA, UK and India are totally screwed up. You still think they can managed a war.
:coffee: :no::no::no:
 
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