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The academician is right, it is more important for domestic chips to be based on existing technology, and even TSMC has to turn back

Posting time:2022-12-06 01:10:28

The academician is right, it is more important for domestic chips to be based on existing technology, and even TSMC has to turn back

Due to well-known reasons, it is difficult for China's chip manufacturing industry to obtain advanced EUV lithography machines. Wu Hanming, a well-known academician in China, once said that there is no need to rush to catch up with advanced processes, but should focus on existing mature processes and develop based on existing technologies. Chip-making technology, which is more in line with China's needs, now seems to be confirming this. Although Chinese manufacturing requires advanced technology, it actually requires mature technology. Industry insiders pointed out that the 14nm technology that has been mass-produced in the domestic chip manufacturing industry can meet 70% of the demand for chips in China's manufacturing industry. This is because China's huge manufacturing industry needs A variety of chips, such as refrigerators, washing machines, air conditioners, etc., can be satisfied with only 28nm or even more backward processes. The transformation of chip technology is also further rejuvenating the youth of mature technology. SkyWater, a newly created chip manufacturing company in the United States, has received $27 million from the US Department of Defense to manufacture chips with a 90nm process. With the excellent characteristics of advanced materials such as carbon nanotubes, it can significantly Improve chip performance, even 50 times stronger than 7nm silicon-based chips produced by TSMC, and China has made some achievements in carbon-based chip technology, which will help China to make more advanced chips with existing chip manufacturing equipment . If carbon-based chips are still a little far away, the change in chip packaging technology is a technology that has been applied at present. Chiplet packaging technology can package chips produced by mature processes together to improve chip performance. Huawei has developed chip stacking technology. The performance of the chips produced by the 14nm process is improved to be comparable to that of the 7nm process, and the 7nm process is enough to meet 90% of the domestic chip demand. Recently, the 55nm BCD process developed by SMIC once again provides a new direction for domestic chip manufacturing. The BCD process is a monolithic integration technology. By centrally manufacturing Bipolar devices, CMOS devices and DMOS devices on the same chip, power loss is reduced. , Improve system performance and enhance chip reliability, this technology was pioneered by STMicroelectronics, and STMicroelectronics is currently only mass-producing 90nm BCD process, which means that the domestic BCD process has ranked first in the world. While the chip manufacturing industry in mainland China is actively using existing equipment to develop new processes to meet market demand, the changes in the global chip industry will undoubtedly further draw attention to mature processes. This is the impact of excess chip supply, forcing the global chip industry to shift to lower costs. mature technology. It is reported that TSMC has already felt the impact of the severe overcapacity of advanced processes. For this reason, it will close some EUV lithography machines by the end of this year. Of course, its reason is that the power supply is insufficient, so it looks better, but it is actually the production capacity of advanced processes. due to a sharp drop in demand. Due to the recession of PC, mobile phone, TV and other industries, the global demand for advanced chips is rapidly declining, and chip companies in the United States have seen large inventories. For this reason, well-known American chip companies AMD, NVIDIA, etc. These companies are precisely TSMC's main customers. American chips contribute nearly 70% of TSMC's revenue. The reason for the overcapacity of TSMC's advanced technology is that these large customers cut orders. While TSMC announced the closure of some EUV lithography machines, it is aggressively expanding its 28nm process capacity. The reason is that global chips have begun to turn to low-cost mature processes to produce chips in order to control costs. Of course, the above-mentioned changes in chip packaging technology have brought TSMC used its self-developed 3D WOW packaging technology to produce chips for a British chip company. It is said that the performance of chips manufactured with 7nm production chips supplemented by 3D WOW packaging technology is stronger than that of 5nm process, and the cost is greatly reduced. It can be said that TSMC, which has advanced technology, has to greatly reduce the production capacity of advanced technology in order to ensure the stability of performance. However, it has turned its head to develop mature technology. There is still a way out for us to actively develop mature processes in the current environment. Baiming Technology believes that developing mature technology and creating new technologies in other ways can not only further meet the domestic chip industry's demand for technology, but also accumulate advanced technology and talents, which will help us eventually establish an independent chip. manufacturing system. At the beginning of 2000, TSMC did not gain a dominant position in the chip manufacturing industry, but TSMC pioneered immersion lithography technology and developed an immersion lithography machine with ASML, and finally established a unique industrial chain that truly ended Japan's lithography After nearly 10 years, it finally achieved a leading advantage over the American chip company Intel in terms of advanced technology. It can be seen that chip manufacturing is not just about the efforts of one or two companies. It requires the joint efforts of the entire industry chain, which is worth learning from. .

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