To The Moon
Home
News
TigerAI
Log In
Sign Up
JackX
+Follow
Posts · 5
Posts · 5
Following · 0
Following · 0
Followers · 0
Followers · 0
JackX
JackX
·
2021-09-02
?♂️
Sorry, this post has been deleted
看
1.95K
回复
1
点赞
Like
编组 21备份 2
Share
Report
JackX
JackX
·
2021-03-09
...
1.2 billion for lithography? Domestic 7nm chips are stable, and SMIC begins to "break the game" plan
12亿买光刻机,国产7nm芯片稳了中芯国际的技术目前已经比较先进,如果光刻机到后势必会加速下一个制程。按照1.2亿美元的价格,中芯国际此次支付12亿美元将有可能购买10台EUV光刻机,看来财大气粗的中芯国际要准备大干一场了,国产7nm芯片稳了。总结中芯国际斥资12亿美元购买光刻机,可以缓解国内芯片进口的困局,但是目前最先进的5nm制程工艺芯片仍然无法生产,麒麟9000芯片的困局始终无法打破。
1.2 billion for lithography? Domestic 7nm chips are stable, and SMIC begins to "break the game" plan
看
1.80K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Load more
No followers yet
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3572086617341548","uuid":"3572086617341548","gmtCreate":1608992594091,"gmtModify":1609927864705,"name":"JackX","pinyin":"jackx","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/ae341a02e364f810cd6857a78c4f8bc5","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":12,"tweetSize":5,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.10","exceedPercentage":"80.59%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.38%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":812216969,"gmtCreate":1630590102451,"gmtModify":1676530349162,"author":{"id":"3572086617341548","authorId":"3572086617341548","name":"JackX","avatar":"https://static.tigerbbs.com/ae341a02e364f810cd6857a78c4f8bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572086617341548","authorIdStr":"3572086617341548"},"themes":[],"title":"","htmlText":"?♂️","listText":"?♂️","text":"?♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812216969","repostId":"1154913810","repostType":2,"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323040909,"gmtCreate":1615292733601,"gmtModify":1704780696198,"author":{"id":"3572086617341548","authorId":"3572086617341548","name":"JackX","avatar":"https://static.tigerbbs.com/ae341a02e364f810cd6857a78c4f8bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572086617341548","authorIdStr":"3572086617341548"},"themes":[],"title":"","htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323040909","repostId":"2118644643","repostType":4,"repost":{"id":"2118644643","kind":"news","pubTimestamp":1615291593,"share":"https://ttm.financial/m/news/2118644643?lang=en_US&edition=fundamental","pubTime":"2021-03-09 20:06","market":"us","language":"zh","title":"1.2 billion for lithography? Domestic 7nm chips are stable, and SMIC begins to \"break the game\" plan","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644643","media":"手机电脑高手","summary":"12亿买光刻机,国产7nm芯片稳了中芯国际的技术目前已经比较先进,如果光刻机到后势必会加速下一个制程。按照1.2亿美元的价格,中芯国际此次支付12亿美元将有可能购买10台EUV光刻机,看来财大气粗的中芯国际要准备大干一场了,国产7nm芯片稳了。总结中芯国际斥资12亿美元购买光刻机,可以缓解国内芯片进口的困局,但是目前最先进的5nm制程工艺芯片仍然无法生产,麒麟9000芯片的困局始终无法打破。","content":"<p><html><body><article>Chips are the primary productive force and the lifeblood of a country. The mobile phones, TVs and computers we use daily are inseparable from the support of chips. Therefore, mastering the most advanced chip production and manufacturing technology in the scientific and technological age will have absolute voice in this field, and the United States is one of them. In order to get rid of the US monopoly in the technology field, Chinese chip workers are constantly working hard, and<a href=\"https://laohu8.com/S/SMI\">SMIC</a>Will not hesitate to buy lithography at a cost of $1.202 billion.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202056019d246urr20wu9297\"/>Chip production</p><p>Among many domestic chip development companies,<a href=\"https://laohu8.com/S/688981\">SMIC</a>Represents the highest chip production level in China,<a href=\"https://laohu8.com/S/00981\">SMIC</a>The chip production capacity has reached the world-class level, and it has been able to rank among the top five in the world chip field. Among them, the 14nm chip has been officially mass-produced as early as 2019, and its \"N +1 process technology\" technology has been comparable to that of the 7nm process.</p><p>How hard is 7nm chip production?</p><p>Many of us have already used the iPhone 12 with the A14 chip and the Huawei Mate40 with the Kirin 9000 chip. Both of these phones use the 5nm process technology, and even<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Exynos 1080,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Snapdragon 888 also uses 5nm process chip. On the other hand, how difficult is it to produce 7nm process chip?</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202101833d2464xeiqovowya\"/>Wafer</p><p>There are more than tens of millions of companies with chip design capabilities in the world, but there are few companies that really have chip production technology. Among these chip companies, there are even rarer companies with advanced technology. At present, the companies with 5nm chip production capacity are mainly<a href=\"https://laohu8.com/S/TSM\">TSMC</a>And Samsung, which has always prided itself on its chip manufacturing capabilities<a href=\"https://laohu8.com/S/INTC\">Intel</a>It has also been stuck in the 14nm process for many years, and there has been no progress.</p><p>Intel's \"toothpaste-squeezing\" development has caused the dissatisfaction of countless users in the technology world, and thus lost the pain<a href=\"https://laohu8.com/S/AAPL\">Apple</a>This important customer, in order to get rid of the negative impact brought by Intel chips and reduce production costs, many computer products such as MacBook released by Apple in 2020 adopted self-developed M1 chips, which is definitely a huge loss for Intel.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202103673d2468h81rvhcx0l\"/>Intel Chip</p><p>SMIC has encountered the same dilemma like Intel. There is a huge watershed between 14nm and 7nm processes, which is the reason why Intel has not made a breakthrough for so many years.</p><p>Mastering chip production technology can grasp the future</p><p>Since 2019, China has experienced an unprecedented \"chip crisis\". Huawei's Kirin chips have suffered a cut-off, but the demand for domestic chips is increasing day by day. In 2010, the total amount of China's chip imports reached 350 billion USD, ranking first in the import price of domestic single products.</p><p>Chips are not only the lifeblood of mobile phones, televisions and computers, but also various<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Products provide computing power, and the demand for consumer-grade chips is increasing day by day. Cars, smart wearable devices and various smart devices at home have entered the homes of ordinary people. Consumer-grade chips don't have too high requirements for process technology, but they are in large demand.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202104348d2466uxusgx13lq\"/>Data released by SMIC in Q4 2020</p><p>According to the data released by SMIC in the fourth quarter of 2020, the shipment of 14/28nm process chips accounted for 5%, and the shipment of 40/45nm and 55/65nm process chips accounted for nearly 50%. It can be seen that the market has a higher demand for chips with low accuracy and more mature technology.</p><p>After Huawei's Kirin chip incident, it also established its own chip production line, which will develop from 45nm process technology, and carried out 28nm process technology with partners. Many netizens think that the starting point is too low, but personally I think that Huawei's step-by-step steady spirit is worth learning.</p><p>1.2 billion to buy lithography, domestic 7nm chips are stable</p><p>SMIC's technology is already relatively advanced at present, and if lithography arrives, it will inevitably accelerate the next process. Zhao Mengsong, CEO of SMIC, once said. Now SMIC spends $1.202 billion with Dutch lithography manufacturer<a href=\"https://laohu8.com/S/ASML\">ASM</a>(ASML) signed a purchase order, and the development of China's chip industry will be even more powerful.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202105172d246nok05cpuwfk\"/>As early as 2018, SMIC spent US$120 million to order an EUV lithography from ASML. However, due to the export license, it was rejected by the Dutch official, and this lithography was delayed. According to the price of USD 120 million, SMIC will probably buy 10 EUV lithography with a payment of USD 1.2 billion this time. It seems that SMIC, which has deep pockets, is ready to do a big job, and the domestic 7nm chip is stable.</p><p>SMIC Starts \"Breaking the Game\" Plan</p><p>China's chip production industry has always been scarce. Domestic technology enterprises have long relied on chip foundries such as TSMC and Samsung for their chip production. Once they are unhappy one day and stop producing for us, our products will face a huge crisis. Therefore, mastering chip manufacturing technology and having high-end chip production equipment are the keys to get rid of this situation. SMIC's one-time order of such a large number of lithography seems to be preparing for domestic production foundries.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202105697d246jn1f7rwyp64\"/>SMIC</p><p>SMIC has mastered the chip manufacturing process from 90nm to 14nm, and now it will further produce chips with 7nm process. Whether it is Kirin 980 or Dimensity 1000+, SMIC is fully capable of OEM, and the production of domestic consumer chips is no problem. After SMIC obtains 7nm lithography, it will greatly reduce the import volume of domestic chips and reduce the production cost of domestic technology enterprises.</p><p>sum up</p><p>SMIC spent $1.2 billion to purchase lithography, which can alleviate the dilemma of domestic chip imports. However, at present, the most advanced 5nm process chip still can't be produced, and the dilemma of Kirin 9000 chip has never been broken. This is a huge test for both SMIC and Huawei.</p><p>Although Huawei has the design capability of 5nm process technology, it still has no manufacturing capability, and chip manufacturing is a huge project, and the production in lithography is not overnight. If we want to produce 5nm or even more advanced chips, we can only continue to buy more sophisticated lithography.</p><p>What do you think of SMIC's 1.2 billion purchase of lithography? Do you think this 1.2 billion eases domestic demand for chips?</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1.2 billion for lithography? Domestic 7nm chips are stable, and SMIC begins to \"break the game\" plan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1.2 billion for lithography? Domestic 7nm chips are stable, and SMIC begins to \"break the game\" plan\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">手机电脑高手</strong><span class=\"h-time small\">2021-03-09 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>Chips are the primary productive force and the lifeblood of a country. The mobile phones, TVs and computers we use daily are inseparable from the support of chips. Therefore, mastering the most advanced chip production and manufacturing technology in the scientific and technological age will have absolute voice in this field, and the United States is one of them. In order to get rid of the US monopoly in the technology field, Chinese chip workers are constantly working hard, and<a href=\"https://laohu8.com/S/SMI\">SMIC</a>Will not hesitate to buy lithography at a cost of $1.202 billion.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202056019d246urr20wu9297\"/>Chip production</p><p>Among many domestic chip development companies,<a href=\"https://laohu8.com/S/688981\">SMIC</a>Represents the highest chip production level in China,<a href=\"https://laohu8.com/S/00981\">SMIC</a>The chip production capacity has reached the world-class level, and it has been able to rank among the top five in the world chip field. Among them, the 14nm chip has been officially mass-produced as early as 2019, and its \"N +1 process technology\" technology has been comparable to that of the 7nm process.</p><p>How hard is 7nm chip production?</p><p>Many of us have already used the iPhone 12 with the A14 chip and the Huawei Mate40 with the Kirin 9000 chip. Both of these phones use the 5nm process technology, and even<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Exynos 1080,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Snapdragon 888 also uses 5nm process chip. On the other hand, how difficult is it to produce 7nm process chip?</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202101833d2464xeiqovowya\"/>Wafer</p><p>There are more than tens of millions of companies with chip design capabilities in the world, but there are few companies that really have chip production technology. Among these chip companies, there are even rarer companies with advanced technology. At present, the companies with 5nm chip production capacity are mainly<a href=\"https://laohu8.com/S/TSM\">TSMC</a>And Samsung, which has always prided itself on its chip manufacturing capabilities<a href=\"https://laohu8.com/S/INTC\">Intel</a>It has also been stuck in the 14nm process for many years, and there has been no progress.</p><p>Intel's \"toothpaste-squeezing\" development has caused the dissatisfaction of countless users in the technology world, and thus lost the pain<a href=\"https://laohu8.com/S/AAPL\">Apple</a>This important customer, in order to get rid of the negative impact brought by Intel chips and reduce production costs, many computer products such as MacBook released by Apple in 2020 adopted self-developed M1 chips, which is definitely a huge loss for Intel.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202103673d2468h81rvhcx0l\"/>Intel Chip</p><p>SMIC has encountered the same dilemma like Intel. There is a huge watershed between 14nm and 7nm processes, which is the reason why Intel has not made a breakthrough for so many years.</p><p>Mastering chip production technology can grasp the future</p><p>Since 2019, China has experienced an unprecedented \"chip crisis\". Huawei's Kirin chips have suffered a cut-off, but the demand for domestic chips is increasing day by day. In 2010, the total amount of China's chip imports reached 350 billion USD, ranking first in the import price of domestic single products.</p><p>Chips are not only the lifeblood of mobile phones, televisions and computers, but also various<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Products provide computing power, and the demand for consumer-grade chips is increasing day by day. Cars, smart wearable devices and various smart devices at home have entered the homes of ordinary people. Consumer-grade chips don't have too high requirements for process technology, but they are in large demand.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202104348d2466uxusgx13lq\"/>Data released by SMIC in Q4 2020</p><p>According to the data released by SMIC in the fourth quarter of 2020, the shipment of 14/28nm process chips accounted for 5%, and the shipment of 40/45nm and 55/65nm process chips accounted for nearly 50%. It can be seen that the market has a higher demand for chips with low accuracy and more mature technology.</p><p>After Huawei's Kirin chip incident, it also established its own chip production line, which will develop from 45nm process technology, and carried out 28nm process technology with partners. Many netizens think that the starting point is too low, but personally I think that Huawei's step-by-step steady spirit is worth learning.</p><p>1.2 billion to buy lithography, domestic 7nm chips are stable</p><p>SMIC's technology is already relatively advanced at present, and if lithography arrives, it will inevitably accelerate the next process. Zhao Mengsong, CEO of SMIC, once said. Now SMIC spends $1.202 billion with Dutch lithography manufacturer<a href=\"https://laohu8.com/S/ASML\">ASM</a>(ASML) signed a purchase order, and the development of China's chip industry will be even more powerful.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202105172d246nok05cpuwfk\"/>As early as 2018, SMIC spent US$120 million to order an EUV lithography from ASML. However, due to the export license, it was rejected by the Dutch official, and this lithography was delayed. According to the price of USD 120 million, SMIC will probably buy 10 EUV lithography with a payment of USD 1.2 billion this time. It seems that SMIC, which has deep pockets, is ready to do a big job, and the domestic 7nm chip is stable.</p><p>SMIC Starts \"Breaking the Game\" Plan</p><p>China's chip production industry has always been scarce. Domestic technology enterprises have long relied on chip foundries such as TSMC and Samsung for their chip production. Once they are unhappy one day and stop producing for us, our products will face a huge crisis. Therefore, mastering chip manufacturing technology and having high-end chip production equipment are the keys to get rid of this situation. SMIC's one-time order of such a large number of lithography seems to be preparing for domestic production foundries.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210309202105697d246jn1f7rwyp64\"/>SMIC</p><p>SMIC has mastered the chip manufacturing process from 90nm to 14nm, and now it will further produce chips with 7nm process. Whether it is Kirin 980 or Dimensity 1000+, SMIC is fully capable of OEM, and the production of domestic consumer chips is no problem. After SMIC obtains 7nm lithography, it will greatly reduce the import volume of domestic chips and reduce the production cost of domestic technology enterprises.</p><p>sum up</p><p>SMIC spent $1.2 billion to purchase lithography, which can alleviate the dilemma of domestic chip imports. However, at present, the most advanced 5nm process chip still can't be produced, and the dilemma of Kirin 9000 chip has never been broken. This is a huge test for both SMIC and Huawei.</p><p>Although Huawei has the design capability of 5nm process technology, it still has no manufacturing capability, and chip manufacturing is a huge project, and the production in lithography is not overnight. If we want to produce 5nm or even more advanced chips, we can only continue to buy more sophisticated lithography.</p><p>What do you think of SMIC's 1.2 billion purchase of lithography? Do you think this 1.2 billion eases domestic demand for chips?</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103092021067dcc9a4e&s=b\">手机电脑高手</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"159813":"芯片","688981":"中芯国际","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103092021067dcc9a4e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2118644643","content_text":"芯片是第一生产力,是一个国家的命脉,我们日常使用的手机、电视和电脑都离不开芯片的支持,因此在科技时代掌握了最先进的芯片生产和制造技术将会在此领域拥有绝对的话语权,美国就是其中之一。为了摆脱美国在科技领域的垄断,中国芯片领域的工作者正在不断的努力,而 中芯国际 不惜耗资12.02亿美元购买光刻机。芯片生产国内众多的芯片开发公司中,中芯国际代表了国内最高的芯片生产水准,中芯国际的芯片生产能力已经达到了世界级水准,在世界芯片领域的排行中已经能够跻身前五,其中14nm芯片早在2019年已经正式量产,其攻克的“N+1制程工艺”技术已经堪比7nm工艺制成。7nm芯片生产有多难?我们很多人已经用上了搭载A14芯片的iPhone12和搭载麒麟9000芯片的华为Mate40,这两款手机的芯片均采用了5nm制程工艺,甚至三星Exynos 1080、高通骁龙888也同样用上了5nm工艺芯片,反观生产7nm工艺芯片究竟有多难?晶圆全球拥有芯片设计能力的公司何止千万,而真正拥有芯片生产技术的公司却寥若星辰,而在这些芯片公司中拥有先进技术的企业更是凤毛麟角,目前拥有5nm芯片生产能力的公司主要是台积电和三星,就连一直在芯片制造能力上引以为傲的英特尔也已经停留在14nm工艺上多年,始终没有寸进。英特尔“挤牙膏”式的发展引起无数科技界的用户的不满,也因此痛失了苹果这个重要的客户,为了摆脱英特尔芯片带来的负面影响,降低生产成本,苹果公司2020年发布的MacBook等众多电脑产品均采用了自研的M1芯片,这对于英特尔来说绝对是一个巨大的损失。英特尔芯片中芯国际也像英特尔一样遭遇了同样的困境,14nm和7nm工艺之间就是一条巨大的分水岭,这也是英特尔这么多年来一直没有突破的原因。掌握芯片生产技术就能把握未来从2019年开始,我国经历了史无前例的“芯片危机”,华为麒麟芯片遭遇断供,国产芯片的需求量却与日俱增,2010年我国芯片进口总金额可达3500亿美元位居国内单品进口价格榜首。芯片不仅是手机、电视和电脑的命脉,更为各种智能产品提供了运算能力,消费级芯片的需求与日俱增,汽车、智能穿戴设备以及家中各种智能设备走进了寻常百姓家,消费级芯片对于工艺技术要求并不算太高,但是在于需求量大。中芯国际2020年第四季度发布的数据据中芯国际2020年第四季度发布的数据来看:14/28nm工艺芯片出货量占比为5%,40/45nm和55/65nm工艺芯片出货量占比接近50%。由此可见,市场对于精度低,技术更成熟的芯片的需求量更高。华为麒麟芯片事件之后,也建立了自己芯片生产线,此芯片生产线将从45nm制程工艺开始发展,并与合作商开展了28nm制程工艺。不少网友认为起点太低,但是个人认为华为一步一步稳扎稳打的精神值得我们学习。12亿买光刻机,国产7nm芯片稳了中芯国际的技术目前已经比较先进,如果光刻机到后势必会加速下一个制程。中芯国际首席执行官赵孟松曾表示。如今中芯国际斥资12.02亿美元与荷兰光刻机制造商阿斯麦(ASML)签订购买单,中国芯片行业的发展将会如虎添翼。早在2018年中芯国际就曾花费1.2亿美元向ASML订购了一台EUV光刻机,奈何因为出口许可证的原因,遭到了荷兰官方的拒绝,这台光刻机也迟迟无法交付。按照1.2亿美元的价格,中芯国际此次支付12亿美元将有可能购买10台EUV光刻机,看来财大气粗的中芯国际要准备大干一场了,国产7nm芯片稳了。中芯国际开始“破局”计划中国芯片生产行业一直匮乏,国内科技企业的芯片生产长期依赖于台积电和三星等芯片代工厂商,一旦哪一天他们不开心了不再为我们生产,我们的产品将于面临巨大的危机,因此掌握芯片制造技术,拥有高端芯片生产设备才是摆脱这种局面的关键,中芯国际一次性订购如此之多数量的光刻机看来是在为国内生产代工做准备。中芯国际中芯国际已经掌握了从90nm到14nm的芯片制造生产工艺,如今将更进一步生产出7nm工艺制程的芯片,无论是麒麟980还是天玑1000+,中芯国际已经完全能进行代工,国内消费级芯片的生产也不在话下,中芯国际获得7nm光刻机之后将会极大程度的降低国内芯片的进口量,降低国内科技企业的生产成本。总结中芯国际斥资12亿美元购买光刻机,可以缓解国内芯片进口的困局,但是目前最先进的5nm制程工艺芯片仍然无法生产,麒麟9000芯片的困局始终无法打破。这对于中芯国际和华为来说都是一个巨大的考验。华为虽然拥有5nm制程工艺的设计能力,但是仍然没有制造能力,而芯片制造是一个庞大的工程,光刻机的生产也并非一朝一夕,想要生产出5nm甚至更先进的芯片,我们就只能继续购买更精密的光刻机。对于中芯国际花费12亿购买光刻机你怎么看?你认为这12亿缓解国内对芯片的需求?","news_type":1,"symbols_score_info":{"159813":1,"688981":1,"SMI":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}