Shenzhen SiCarrier Technologies backed by Huawei, has been developing equipment that can produce 28nm chips!

[Stan Chen]

But actually, we need the equipments experts to check these stuff to have a fair judgement about the distance between these and what we had now.

 

[samwu1998]

But actually, we need the equipments experts to check these stuff to have a fair judgement about the distance between these and what we had now.

You can judge China’s WFE progress by looking at Naura Technology, the country’s top manufacturer and a genuinely established player.

 

[samwu1998]

Last year, I read an article by a senior process engineer based in mainland China that sheds light on the state of Chinese WFE self-sufficiency. Two key points stood out: 1) Every 10% increase in self-sufficiency results in an 8-9% yield loss, highlighting the trade-off with domestic tools. 2) Huawei’s demo fab near Shanghai, operating with ~50% domestic WFE, has been unable to reach full production for over a year, stalling efforts to scale further. It’s a sobering snapshot of China’s progress

 

[samwu1998]

 

[samwu1998]

 

[tonyget]

Last year, I read an article by a senior process engineer based in mainland China that sheds light on the state of Chinese WFE self-sufficiency. Two key points stood out: 1) Every 10% increase in self-sufficiency results in an 8-9% yield loss, highlighting the trade-off with domestic tools. 2) Huawei’s demo fab near Shanghai, operating with ~50% domestic WFE, has been unable to reach full production for over a year, stalling efforts to scale further. It’s a sobering snapshot of China’s progress

No big deal. Yield will increase overtime, just like that recent news that Huawei Ascend yield increased from 20% to 40%

 

[tonyget]

The sales person at SiCarrier says that these equipment can cover 5-28nm

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www.bilibili.com

 

[Sherlock]

It reminds me of the Cold War, when USA is fighting with USSR on the industrial/economical front.
In the end as a huge nation as USSR can run out of money and collapsed.
Not sure if China is running it at net positive /negative cash flow (probably negative) , and how much is the the negative margin...
But surely Trump is forcing China to turn their negative gap even more black

 

[samwu1998]

It reminds me of the Cold War, when USA is fighting with USSR on the industrial/economical front.
In the end as a huge nation as USSR can run out of money and collapsed.
Not sure if China is running it at net positive /negative cash flow (probably negative) , and how much is the the negative margin...
But surely Trump is forcing China to turn their negative gap even more black

When comparing today’s China to the former USSR, consider this: at its peak in the late 1980s, the USSR’s GDP per capita was about one-third of the U.S.’s, while China’s in 2024 is less than one-sixth. A key advantage China has, unlike the USSR, is access to roughly 90% of Western technologies even now. But if the West cuts off all components, materials, and subsystems for WFE, China might struggle to assemble a single functional WFE tool, highlighting its dependency.

 

[tonyget]

It reminds me of the Cold War, when USA is fighting with USSR on the industrial/economical front.
In the end as a huge nation as USSR can run out of money and collapsed.
Not sure if China is running it at net positive /negative cash flow (probably negative) , and how much is the the negative margin...
But surely Trump is forcing China to turn their negative gap even more black

US national debt has never reach this large during cold war. Nowadays American debt has ballooned to an unsustainable level，the interest payment alone is larger than military budget，that was what happened to empires before they collapse in history. Trump wants to abolish CHIPS act is totally understandable

 

[hasty2333]

Twinscan EXE:5000 LEGO run $230 a pop. So, what’s the sticker price on these Huawei-backed SiCarrier ‘tool lego’ they’re stacking at Semicon China? Let’s get serious: how many will they actually make and sell by end of 2025—or even 2030? I’m guessing a handful, tops

there is also comments said they plan to use these for 'mass production' in 2030, not for machine, just chip manufacture.
Then my question will be, for systems that have already been released, isn't 5 years too long to use? By then, we'll probably be talking about 1nm.

 

[tonyget]

there is also comments said they plan to use these for 'mass production' in 2030, not for machine, just chip manufacture.
Then my question will be, for systems that have already been released, isn't 5 years too long to use? By then, we'll probably be talking about 1nm.

Is that comments from SiCarrier official ? If not，then it's not credible