Indian Electronics and Semiconductor manufacturing industry

[Concard]

The man responsible for China's 7 nm SMC. He'd probably deliver the 5 nm & lower nodes in quick time too. No wonder the in-house wumaos are in such a triumphalist mood .

We need our Liang Mong Song from the Indian nerds in Silicon Valley if we're to get where China'd be by 2030 in double quick time.

This is now a marathon turned 100 mtr sprint & we're the last one off the blocks . To those despairing , up until 5 yrs ago we weren't even in the stadium leave alone contention.

All this despite MMS announcing we'd get into the SMC business soon. This was back in 2012. Putting this information here for perspective to avoid people here indulging in their favourite pastime of breast beating.

Unless they come up with EUV machine it is not possible. Moreover, 5nm, 7nm node is a marketing hype. I read upon this topic little bit. So basically Intel and TSMC have totally different way of measuring the process node. Intel's 10nm has the same transistor density as TSMC's 7nm. So Intel is packing the same number of transistors with older node compared TSMC's smaller node. Now Intel has changed the way to measure process node. It is literally a shit show. At the end of the day how many transistors can you pack in mm2 of area. Reading about this topic a bit deeper tells us things are not that simple and black and white as it is.

 

[Azaad]

What are GPUs? Why is India scrambling for them?

Since GPUs are scarce and very expensive, the Indian government has two options: let businesses and industry solve its own GPU problem or spend public money to make GPUs more accessible to startups, research bodies and key industries, just as it has done with the PLI scheme to promote key...

m.economictimes.com

 

[Azaad]

Unless they come up with EUV machine it is not possible. Moreover, 5nm, 7nm node is a marketing hype. I read upon this topic little bit. So basically Intel and TSMC have totally different way of measuring the process node. Intel's 10nm has the same transistor density as TSMC's 7nm. So Intel is packing the same number of transistors with older node compared TSMC's smaller node. Now Intel has changed the way to measure process node. It is literally a shit show. At the end of the day how many transistors can you pack in mm2 of area. Reading about this topic a bit deeper tells us things are not that simple and black and white as it is.

They're coming up with EUV machines though the yield itself remains questionable but they'd improve with time.

Can China Leapfrog ASML in Its Quest for Semiconductor Self-Reliance?

China is looking to manufacture a homegrown EUV machine to compete with those of Dutch tech giant ASML – or cut such machines out of the process entirely.

thediplomat.com

 

[Concard]

They're coming up with EUV machines though the yield itself remains questionable but they'd improve with time.

Can China Leapfrog ASML in Its Quest for Semiconductor Self-Reliance?

China is looking to manufacture a homegrown EUV machine to compete with those of Dutch tech giant ASML – or cut such machines out of the process entirely.

thediplomat.com

You underestimate the technology behind EUV machine. Building a EUV is far more complex than even going to the moon. It's more likely Chinese will have a shot at going to the moon than building viable EUV machine. Why I say that? Read on.

The research to start building EUV machine started in late 1990's with US funding.

https://escholarship.org/content/qt2b8155q0/qt2b8155q0_noSplash_65e4d3c7b90dafb87401616eb50de282.pdf

Although by 2010 they have made significant progress, they were still not there yet. It was then they decided they needed to bring onboard Intel, TSMC and Samsung to carry the research forward. So in 2012 all these 3 companies invested in ASML.

Samsung invests in ASML following Intel and TSMC stakes

It’s the smallest of the three investors. The ASML funding program is now complete.

hexus.net

This gave a shot in the arm for ASML who carried on the research. In addition to that, they established 700 suppliers like Car Zeiss from Germany, Applied materials from US, Tokyo Electron from Japan. They have exclusivity contract with all these suppliers meaning these suppliers cannot supply to any present or future competitors to ASML.

Tokyo Electron Limited and ASML announce agreement

TEL and ASML will provide equipment at their respective facilities in Japan and the Netherlands to accelerate development of advanced lithography technologies.

www.asml.com

After more than decade and half, EUV machine became a reality in 2016 and first EUV was shipped in 2017. By 2020, there were still only 100 EUV machines in the world. Imagine the complexity of even manufacturing a EUV that they could only produce 100 of them by 2020. They can pop out 100's of DUV machines per year whereas with EUV they can only make 12 of them a year. Now they have increased the production to 60 EUVs per year.

ASML to Add 600 DUV Machines to China's Semiconductor Manufacturing Capacity by 2025

Thanks to the TMTPost interview with the Global Vice President and China President of ASML, Shen Bo, the Dutch semiconductor equipment manufacturer has revealed that around 1,400 of its deep ultraviolet (DUV) lithography and metrology machines are currently installed in China. The company is...

www.techpowerup.com

If the Chinese have not perfected DUV, then they have no chance in developing a EUV machine. They still order DUV machines from ASML which is not under sanctions. With regards to Chinese stealing or developing their EUV machine, this is what ASML CEO had to say

“A lot of ASML’s technology is not on blueprints,” he said. “It’s in the heads of people. And you don’t need just the blueprints; you need everything surrounding it and the entire supply chain. You have to build an alternative Zeiss etc. That is a colossal task. You’re not talking about months or years. You’re talking about a decade or more before you could replicate something like this.”

ASML, Europe’s most valuable tech firm, is at the heart of the US-China chip war

ASML is being treated as a vital infrastructure tool for the National US national security and at the same time, has become a sort of industrial espionage target for China.

economictimes.indiatimes.com

 

[Azaad]

The next big leap in SMC tech. The west's pursuing it . You can bet the Chinese are too. Hope we do too ASAP.

 

[rockdog]

The man responsible for China's 7 nm SMC. He'd probably deliver the 5 nm & lower nodes in quick time too. No wonder the in-house wumaos are in such a triumphalist mood .

We need our Liang Mong Song from the Indian nerds in Silicon Valley if we're to get where China'd be by 2030 in double quick time.

This is now a marathon turned 100 mtr sprint & we're the last one off the blocks . To those despairing , up until 5 yrs ago we weren't even in the stadium leave alone contention.

All this despite MMS announcing we'd get into the SMC business soon. This was back in 2012. Putting this information here for perspective to avoid people here indulging in their favourite pastime of breast beating.

Liang mensong actually donated all his salaries took from SMIC to China Education Fund since was hired. He said he was not for money on doing this.

 

[Azaad]

Liang mensong actually donated all his salaries took from SMIC to China Education Fund since was hired. He said he was not for money on doing this.

View attachment 249055

No wonder by the looks of it he'd be stuck after delivering a 5 nm SMC. Perhaps he should've done it for money .

 

[Azaad]

India's 360-degree strategy for semiconductors: Can it become one of the top 5 chip makers by 2029?

After decades of depending on other nations for semiconductors, India has adopted a 360-degree strategy aimed at making it one of the top 5 manufacturers of chips by 2029 - Issue Date: Apr 28, 2024

www.businesstoday.in

 

[FalconSlayers]