Escassez mundial de ICs em 2021

[Dark Kaeser]

China AI & Semiconductors Rise: US Sanctions Have Failed​

As we approach the 1-year anniversary on the October 7th China sanctions, it is abundantly clear that the export controls are failing. The Biden Administration’s stated aim was to limit Chinese firms’ ability to manufacture the highest end chips including those in AI and other technologies that could be used for nefarious purposes by the Chinese Communist Party. See the US justification below.

https://www.semianalysis.com/p/china-ai-and-semiconductors-rise

 

[ímpar]

As sanções, depois do choque no período inicial, acabaram por ajudar a China a não depender de ninguém.
Ainda não estão a par dos mais avançados, mas para lá caminham.

 

[Dark Kaeser]

Mais um artigo a constatar o óbvio, não impediram, apenas atrasaram e pelos vistos não muito.

SMIC Well on Its Way to 5-nm Breakthrough, Observers Say

The production of 7-nm silicon by China’s largest chipmaker just days ago has crossed a red line set by the U.S. government to keep its rival nation stalled at the 14-nm node. SMIC’s widely reported breakthrough erodes the U.S. strategy to use export controls and blacklists to halt China’s technological progress, according to Dick Thurston, former chief legal counsel for Taiwan Semiconductor Manufacturing Co. (TSMC).

“I never had any doubt that they would be doing 7 [nm], and I still don’t have any doubt that they’ll do 5 nm without the EUV tools,” he told EE Times.

TSMC’s first 7-nm process was done without using EUV tools, according to a former TSMC engineer who spoke with EE Times on the condition of anonymity. It’s not a surprise that SMIC could use double patterning with older, DUV equipment to reach the 7-nm node, he said.

The number of new phones suggests the yield at SMIC for the new process node is much higher than the 10% that some have suggested, according to Paul Triolo, who advises tech clients at Albright Stonebridge Group.

“Industry sources within China suggest that the yield is in the 70% range and getting better, which is usually the case with these types of efforts to push existing equipment beyond what it was intended for,” he told EE Times.

https://www.eetimes.com/smic-well-on-its-way-to-5-nm-breakthrough-observers-say/

 

[Bodygard]

Actually todas estas medidas dos USA para travarem a China, pessoalmente acho que vão backfire...porque no fundo só vão fazer com que desenvolva mais a capacidade de inovar, puxam e estimulam mais ainda o progresso. É isto que se chama estimular a concorrência.
Quero ver como é que os USA vão responder a isto lol

 

[Dark Kaeser]

Não há muito mais, o "erro político" foi achar que o EUV, produzido apenas pela neerlandesa ASML, era fundamental e que booqueando isso e mais umas coisas os chineses ficariam "presos" nos 14/12nm.

A Intel e TSMC conseguiam fazer os 10 e 7nm sem as máquinas de EUV, usá-las apenas permitia poupar alguns passos na produção e aumentar a produtividade da linha.

Agora como retaliação a China impôs restrições de exportação de alguns metais raros, acho que há dias aumentaram face às anunciadas em Julho.

Vamos ver qual o impacto disto na cadeia de Semiconductores.

 

[Dark Kaeser]

Sanções?! Ai é? Então...

Russia Aims to Mass Produce 28nm Chips by 2027, 14nm by 2030​

As it's being ostracized and sanctioned by much of the world for its war against Ukraine, Russia is building up plans to revive its ailing local manufacturing of semiconductors since it cannot get chips from the usual suppliers.

Russia's government has developed a preliminary version of its new microelectronics development plan that requires investments of around ₽3.19 trillion ($38.43 billion) by 2030. The money will be spent on developing local semiconductor production technologies, domestic chip development, data center infrastructure, developing local talents, and marketing homebrew chips and solutions, reports Cnews.

On the semiconductor manufacturing side, the country plans to spend ₽420 billion ($5 billion) on new fabrication technologies and their ramp-up. One of the short-term goals is to ramp up local chip production using a 90nm fabrication technology by the end of the year.

https://www.tomshardware.com/news/russia-aims-to-mass-produce-28nm-chips-by-2027-14nm-by-2030


Ainda fiquei na dúvida sobre postar no tópico das anedotas.

Deduzo que os equipamentos para produzir chips, praticamente todas de países europeus, USA, Japão devem estar na lista de sanções, pelo que a única alternativa seria a China.

China's chip-making tool industry unites behind self-sufficiency drive but huge challenges remain​

Representatives from more than 600 Chinese semiconductor equipment companies including Naura Technology Group, Advanced Micro-Fabrication Equipment, and US sanctions-hit Shanghai Micro Electronics Equipment (SMEE) were in attendance at the three-day China Semiconductor Equipment Annual Conference 2023, which kicked off on Wednesday in Wuxi, eastern Jiangsu province.

Other speakers backed Lin's remarks, saying that despite the tough environment, US sanctions had handed domestic equipment suppliers an opportunity, even in areas that have not had to face restrictions.

"We had a prolonged [period] whereby Chinese chip design firms wouldn't opt to tape-out in domestic fabs, with fabs not willing to use domestic equipment, and domestic equipment firms not buying parts from domestic parts suppliers," said Zheng Guangwen, chairman of Shenyang Fortune Precision Equipment.

"However, facing an existential threat from foreign sanctions, the whole industry has come together to work more closely."

This article originally appeared in the South China Morning Post (SCMP), the most authoritative voice reporting on China and Asia for more than a century. For more SCMP stories, please explore the SCMP app or visit the SCMP's Facebook and Twitter pages. Copyright © 2023 South China Morning Post Publishers Ltd. All rights reserved.

https://finance.yahoo.com/news/chinas-chip-making-tool-industry-093000730.html

Ainda assim também não estou a ver o objectivo, vão produzir o quê exactamente?

Para chips embutidos, mesmo para o sector militar, não me parece que o factor limitativo seja o processo de fabrico.

 

[Dark Kaeser]

Se dúvidas houvesse acerca do "problema" da Intel Foundry

TSMC Solidifies Leadership on Foundry Market as Intel Jumps into Top 10​

Taiwan Semiconductor Manufacturing Co. (TSMC) maintained its No. 1 position as it managed to increase its shipments, whereas Intel Foundry Services found itself in Top 10 for the first time in the recent quarters.

What is particularly noteworthy is that Intel Foundry Services got into the Top 10 foundries for the first time in several quarters. IFS earned $311 million in revenue in Q3 2023, up 34.1% quarter-over-quarter, which could be a result of the company's working with Amazon Web Services, which ramped up production and assembly of its Graviton4 and Trainium2 system-in-packages that require advanced packaging technologies.

https://www.anandtech.com/show/2118...-on-foundry-market-as-intel-jumps-into-top-10

 

[Ansatsu]

Se dúvidas houvesse acerca do "problema" da Intel Foundry

O maior problema é a TSMC ser maior que todas as outras juntas.

Já para não falar que é muito mau para o mercado uma empresa sozinha ter quase o monopólio, mas se um dia a China faz um golpe a Taiwan, vai ser bonito para o Ocidente...

 

[igorcoelho]

O maior problema é a TSMC ser maior que todas as outras juntas.

Já para não falar que é muito mau para o mercado uma empresa sozinha ter quase o monopólio, mas se um dia a China faz um golpe a Taiwan, vai ser bonito para o Ocidente...

será um cheque-mate

 

[Dark Kaeser]

Intel and UMC Announce New Foundry Collaboration​

NEWS HIGHLIGHTS

• Companies to collaborate on the development of a 12-nanometer process platform targeting high-growth markets.
• Collaboration builds on Intel’s commitment to partnering with innovative companies in Taiwan to help the company better serve global customers and expand its mature process capabilities for foundry customers.
• Deal broadens customer access to a geographically diverse semiconductor supply chain.
• Collaboration provides UMC with additional capacity, accelerates its development roadmap and demonstrates its leading process technology R&D.

The 12 nm node will utilize Intel’s U.S. based high-volume manufacturing capacity and experience in FinFET transistor design, offering a strong combination of maturity, performance and power efficiency. The production will markedly benefit from UMC’s decades of process leadership and history of providing customers with Process Design Kit (PDK) and design assistance for effectively providing foundry services. The new process node will be developed and manufactured in Fabs 12, 22 and 32 at Intel’s Ocotillo Technology Fabrication site in Arizona. Leveraging existing equipment in these fabs will significantly reduce upfront investment requirements and optimize utilization.

https://www.intc.com/news-events/pr...el-and-umc-announce-new-foundry-collaboration