According to Taiwan media reports, TSMC and UHU Electronics equipment that expands 28nm process production capacity in mainland China has not obtained a supply license from the United States. Not only that, if wafer manufacturers in Taiwan want to transfer US equipment in Taiwan to their mainland factories, they also need to obtain US permission. Although the United States does not explicitly prohibit it, the application results are the same.
Nowadays, global chip shortages and price increases have occurred in major economies and major application fields around the world. There are different degrees of "chip shortages" problems in mobile phones, automobiles, consumer electronics and other fields. There are shortages of semiconductor equipment, semiconductor materials, packaging and testing, etc., and the shortage of talents has always existed. At present, chip shortage has spread to all industries, driving investment in semiconductors by various governments and industries. The phenomenon of "chip shortage" and other political issues have brought the global semiconductor industry chain into a period of major adjustment.
and the "chip shortage" phenomenon is particularly serious in China. In addition to the chip shortage caused by insufficient production capacity, there are also many companies such as Huawei and SMIC that are affected by the US ban and are hindered in advanced processes, resulting in the inability to manufacture HiSilicon chips and SMIC to obtain key semiconductor devices such as Asmay's EUV lithography machine . The core semiconductor technology has been "bottled" and achieving independent and controllable industrial chain has become a major strategy, and it has become a consensus to develop semiconductors under the national system.
28nm, as the dividing point between mature processes and advanced processes, is a key node that China must overcome in achieving domestic substitution of mature process chips in the short term. If the United States expressly prohibits the export of 28nm-related equipment to China in the future, it will greatly extend the cycle of China's semiconductor industry chain achieving complete independence. Therefore, it is necessary to accelerate the pace of independent and controllable technology, and master your own voice in mature processes with small gaps, so that mature process chips can be replaced locally. Ni Guangnan Academician Ni Guangnan said: "Once our 28nm chip is fully domesticized, many downstream application industries will be able to achieve self-sufficiency and replacement of domestic chips." The above process of
28nm is of great significance to alleviating the development of the automotive field. Recently, Ye Shengji, chief engineer and deputy secretary-general of , , China Association of Automobile Manufacturers, said that at present, MCU control chips are the most in short supply among all kinds of chips in my country, and domestic MCU control chip companies are the weakest. As of now, China's semiconductor self-sufficiency rate is 15%, of which the self-sufficiency rate of automotive chips is less than 5%.
As Xu Haidong, deputy chief engineer of the China Association of Automobile Manufacturers, said, unlike consumer electronics, automotive chips need to be 7 nanometers or 5 nanometers. Now they are 14 nanometers or even more than 28 nanometers, so there is no problem in using them in the automotive industry. Therefore, for automotive chips, the domestic market should mainly solve the production of process chips above 28nm. Xu Haidong said that he could catch up within two or three years.
Author: Zhu Wenfeng
Editor/Layout: Fan Fan
Proofreading: Shu Wenqiong
Review: Shen Qing
Producer: Liu Qicheng
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-