Although we have never been able to import EUV lithography machines from ASML, and it is difficult to break through the blockade of high-end chips for the time being, as Loongson engineer Hu Weiwu said, if we don’t do 5nm in the United States, we will learn to do 5nm. The 28nm/14

Since the Huawei and ZTE incidents, the development of domestic chips can be said to have always touched the hearts of 1.4 billion Chinese people.

Although we have never been able to import EUV lithography machines from ASML, it is difficult to break through the blockade of high-end chips for the time being, but as Loongson engineer Hu Weiwu said, don’t do 5nm in the United States, we will learn to do 5nm. The 28nm/14nm process is enough, which is enough to meet more than 90.9% of applications. Our top priority is to improve the domestic production rate and optimize the system environment.

is precisely because of this. While TSMC, Samsung , Intel are focusing on advanced processes, SMIC and other domestic foundry companies have gone the other way. In the past two years, they have expanded their mature process production capacity four times, with a cumulative investment of more than 170 billion yuan, and have built new chip factories in many places such as Beijing, Shanghai, and Tianjin.

Although this has aroused many netizens' doubts, judging from the current results, the decision of the domestic market to focus on mature chip processes is undoubtedly the right choice.

According to public information, in the first half of this year, the number of imported chips in China was about 280 billion, a decrease of about 29 billion compared with the same period last year, and the import ratio decreased by as much as 11.4%! As of September, the number of imported chips that have been cut in the domestic market has exceeded 60 billion!

It is not difficult to see from this that the production capacity and self-sufficiency rate of domestic chips are constantly increasing, and the dependence on Meixin's imports has declined significantly. What’s more important is that after experiencing this “bottleneck” pain, many domestic technology companies have recognized the situation and have begun to put controllable chips in their local area. For example, RF chips, power management chips, , automotive chips, etc., have greatly promoted the comprehensive development of the domestic chip industry chain.

Shanghai Integrated Circuit has officially announced not long ago that the 14nm process process has been mass-produced, and the domestic 90nm lithography machine , domestic CPU, and 5G chips have also made huge breakthroughs.

And just recently, good news came out of domestic chips again. The packaging giant Changdian Technology successfully ranked among the top three in the world, with revenue reaching 15.593 billion yuan in the first half of the year, and increased by 16.74% year-on-year! In addition, 8 of the world's top ten advanced packaging companies, all from China, have been delivered by Shanghai Microelectronics.

You should know that in recent years, technologies such as chips, chip pellets, chip stacking are gradually becoming the mainstream trend, and the packaging process is the foundation for supporting these technologies.

sends a signal that domestic chips are accelerating their ability to stabilize the mid- and low-end markets, and this is also the only way for us to move towards the high-end market.

In contrast, although TSMC has more than 80 EUV lithography machines in hand, since 2022, advanced processes have experienced overcapacity. As customers such as AMD and Nvidia have cut orders, this has led to a sharp decline in utilization of advanced processes such as TSMC 7nm/6nm.

In the face of this situation, TSMC has been forced to shut down some EUV lithography machines in order to reduce the operating costs of . Just recently, TSMC suspended a 7nm factory in Kaohsiung and announced that it would invest in expanding its 28nm production capacity. Obviously, TSMC, which has been vigorously expanding production of advanced manufacturing processes, is now starting to "turn back".

Judging from the global chip market consumption situation, TSMC's move is undoubtedly wise. Now the smartphone industry that uses advanced process technology is experiencing a "cold winter", while mature processes such as 28nm are still popular and are widely used in many cutting-edge fields such as 5G base station , supercomputers, cars, medical equipment, etc., especially the new energy vehicle industry. The chip categories used have reached hundreds of types, and the prospects are bright.

, and recently, there have been news that SK Hynix , Samsung, TSMC and Intel have all received "temporary exemptions" from the United States. Without obtaining individual licenses, they can supply the required semiconductor equipment or components to Chinese branches, with an effective period of one year.

TSMC chose to "turn back" to expand its mature process production capacity, perhaps because it wanted to take advantage of this opportunity to "get a share" in the mainland market and increase its share.

But the ideal is full, but the reality is very skinny. Although TSMC has now realized the importance of expanding the mature process and has taken action, it may not be able to get the results it wants. In this regard, the mainstream Western media has always believed that TSMC has made too late.

First of all, in terms of mature process, domestic OEM and other OEM companies have taken the initiative, and their number of customers, OEM categories, and production capacity scale have achieved global leadership. Even in terms of yield rates, SMIC dares to compare with major manufacturers, and is not inferior to TSMC.

is cheaper than domestic chip manufacturing, TSMC does not have absolute advantages in the field of mature process OEM, and it takes time to build a factory, so it is difficult to find the missed opportunities.

In addition, after experiencing the pain of "bottleneck", American technology has been labeled as "unreliable" and the domestic market no longer has any illusions.

Before TSMC recognizes who is the real "father and mother", it is unlikely that it will be supported by domestic chip manufacturers again. After all, no one wants to leave itself the potential for supply cut.

Facts have proved that Chinese academician Ni Guangnan is right. There is no shortcut to the rise of domestic chips. We must give up our fantasy. Only by holding core technology in our own hands can we have the right to speak.

I believe many people have also felt it. With the continuous rise of domestic chips, we are becoming more and more comfortable in dealing with it when facing the changing global semiconductor market.

Of course, we do not advocate excessive flattery or slander for the development of domestic chips. We just hope to be down-to-earth along the road of independence and achieve "food in your hands" as soon as possible. Only in this way can we no longer be controlled by others. What do you think about this?