The United States has been increasing its efforts to cut off the supply of , which has led to difficulties in the development of our chip industry. However, the author believes that this situation will not continue, because we are constantly conquering core independent technologies and going further and further on the road to realizing industrial independence. For example, we have achieved some major breakthroughs in the lens, light source, and dual workbench of the lithography machine .
But chip supply cut seems to be a bottomless pit with no end. From chip design, chip manufacturing, to packaging and testing, we always have technology and equipment cut off. This inevitably makes people wonder: What level of autonomy do we need to develop chips so that we will not be troubled by the choke?
high-end chips are important but do not need
When it comes to chips, we have to mention processes. When it comes to processes, we have to mention high-end process chips above 14nm. Generally speaking, what we know most are the chips such as CPU, GPU, etc. used in consumer electronics such as smartphones and PCs. These chips require small size and high density of transistors, which leads to their need for more advanced processes to manufacture.
Huawei was cut off, giving us a deeper understanding of high-end process chips. Based on this, young people often pay special attention to the processor model, manufacturer and process when buying smartphones in recent years. Apple's A-series chips, which dominate in all three aspects, are also highly praised.
From the perspective of experience and industry future, high-end chips are of course extremely important. However, from the perspective of safety and reliability, high-end chips have little impact. Because in the fields of military, government, aerospace, infrastructure, new energy vehicles, etc., mid-range and even low-end chips account for the majority.
First ensure the independence of mid- and low-end chips. Only after we protect the industry can we seek high-end industries and markets with greater confidence.
high-end chips We also need to speed up the breakthrough of
First of all, we must ensure the mid- and low-end chips, which is the foundation. So don’t you care about the high-end ones? Of course not. High-end needs to be developed, but we have to eat one bite at a time and cannot become fat at once. This is unrealistic.
Speaking of high-end, it is subdivided into 7nm, 5nm, 4nm, and the most advanced 3nm now. After 5nm, we can ignore it for now, because EUV lithography machines are the threshold that we are difficult to break through now. But we must pay attention to 7nm.
7nm can be said to be a watershed. For supercomputers representing the future direction, artificial intelligence and other fields may not be enough; while, although the performance is enhanced, the cost will also increase accordingly. Unless it is a particularly high-end field, it is difficult for high-end chips 5nm and above to have a larger market space.
Therefore, our layout in the high-end chip industry should focus on building a de-beautified 7nm industrial chain. In this way, we can not only make achievements in high-end fields, but also rely on our huge consumption foundation to obtain good economic benefits, form a virtuous cycle, and thus promote the entire industry.
High-end autonomy is not impossible, time will prove everything
Although chips are a complex industry, there are many core technologies that are difficult to break through. But are there fewer times and cases of being bored on the road to development? Starting from , two bombs and one satellite, , to high-speed rail, aircraft, aerospace and other industries, we have been suffering from many difficulties.
But let’s look back today and see which technology we have not made any breakthroughs?
