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US has no evidence Huawei can produce advanced smartphones in large volumes -- official

Daniel Nenni

Admin
Staff member
5a79ad3a6f0a63cff273fea3c07daec7

FILE PHOTO: Advertisements for Huawei Mate 60 in Beijing

WASHINGTON (Reuters) - U.S. Commerce Secretary Gina Raimondo said Tuesday the United States has no evidence that Chinese manufacturer Huawei can produce smartphones with advanced chips in large volume.

Huawei recently started selling a phone called the Mate 60 Pro containing a chip that analysts believe was made with a technology breakthrough by SMIC.

"We don't have any evidence that they can manufacture seven-nanometer (chips) at scale," Raimondo said at a U.S. House hearing, referencing an advanced chip.

The Commerce Department said earlier this month it is working to obtain more information "on the character and composition" of the chip that may violate trade restrictions. Raimondo said at the House Science Committee hearing she was upset by the advanced Huawei smartphone report.

Some Republicans think the Commerce Department should end all technology exports to Huawei and SMIC. Republican Representative Darrell Issa said at the hearing Raimondo was in China when the new Huawei phone was announced.

"You were bushwhacked to say the least by the launch of a 5G phone," Issa said.

White House National Security Adviser Jake Sullivan said earlier this month the U.S. government is trying to get more information about the Huawei chip.

 
"You were bushwhacked to say the least by the launch of a 5G phone," Issa said.
Funny stuff. We have been hearing about SMIC 7nm for years:

I was briefed on SMIC 7nm when I was in China right before the pandemic in February of 2020. It was only a matter of time before Huawei had enough good die to launch a major product. I can assure you that the 9000s SoC was used to develop the SMIC 7nm process, absolutely. And it really is a 7nm process as compared to TSMC:

 
Sounds like the evidence was right.. Highly constrained production and low yield for the “7nm” process.


Exclusive: AI chip demand forces Huawei to slow smartphone production -sources
Soaring appetite for Huawei's (HWT.UL) artificial intelligence (AI) chips coupled with manufacturing constraints has forced the Chinese tech giant to prioritise AI and slow production for its premium Mate 60 phones, people familiar with the matter said.

 
Sounds like the evidence was right.. Highly constrained production and low yield for the “7nm” process.


Exclusive: AI chip demand forces Huawei to slow smartphone production -sources
Soaring appetite for Huawei's (HWT.UL) artificial intelligence (AI) chips coupled with manufacturing constraints has forced the Chinese tech giant to prioritise AI and slow production for its premium Mate 60 phones, people familiar with the matter said.


The link did not work for me. Sounds reasonable though. Yield is not SMIC's forte.
 
I'm guessing that all the tricks SMIC does to squeeze 7nm out of DUV also leads to more process steps and greater CD / alignment / yield issues.

I worked with UMC as an IP provider at 90nm down to 28nm. Yield was always a challenge so I don't think 7nm or 5nm will be any different. SMIC and Samsun both have no respect for yield.
 
I'm guessing that all the tricks SMIC does to squeeze 7nm out of DUV also leads to more process steps and greater CD / alignment / yield issues.
While the longer process flow is obviously true (TSMC intel and Samsung all claimed a significant reduction in mask layers and a smaller reduction in total process steps with their first EUV processes). I believe that it is a somewhat ridiculous notion to say that this kneecapped their defect density. TSMC N7 and intel 7 are all optical and very clearly capable of yielding large die products. To further drive the point home SMIC 7 has feature sizes more similar to 10FF than N7P (not that the gap between the two is particularly massive), with SDB and COAG getting them the rest of the way to that 90ish MT/mm^2 regime.

If the yield is in fact not great, that isn’t because 7”nm” can’t be done without EUV. Rather SMIC 7 needs some more time to mature. My guess is that it doesn’t help that a company that isn’t driven by market dynamics like SMIC is also has a less incentive to spend effort improving yield since they will get paid either way.
 
Sounds like the evidence was right.. Highly constrained production and low yield for the “7nm” process.


Exclusive: AI chip demand forces Huawei to slow smartphone production -sources
Soaring appetite for Huawei's (HWT.UL) artificial intelligence (AI) chips coupled with manufacturing constraints has forced the Chinese tech giant to prioritise AI and slow production for its premium Mate 60 phones, people familiar with the matter said.

 
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The more steps has not stopped yield improvement pace, at least for TSMC:

View attachment 1649

It's not easy and they don't seem anywhere near as fast down the yield curve. Gonna be hard to meet those sales numbers if they are already diverting in favor of other chips, due to limited production capacity and yield...
 
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