Original Technology hot review stubborn niu Technology says
In recent years, China has been suffering a lot of suppression and rolling its eyes in the chip field. Back then, Huawei self-developed Kirin chip successfully surpassed the Snapdragon chip of US giant Qualcomm . Huawei mobile also relied on the advantages of kirin chip to challenge Apple and Samsung , and at its peak, it won nearly 50% of the domestic market share and successfully advanced to the top three in the world. Huawei's rise has touched the interests of US companies. The United States not only imposed sanctions on Huawei, but also suppressed the entire domestic chip.
Because the United States requires ASML to cut off the supply of high-end EUV lithography machines, domestic Chinese companies have not made any breakthroughs in advanced manufacturing processes and have been unable to produce high-end chips themselves for a long time. Domestic chip companies such as SMIC have also been mocked and looked down upon, and domestic chips have always been looked down upon by them. ASML engineers once mocked that even if we were given drawings, Chinese companies could not copy the high-end lithography machine ; TSMC founder Zhang Zhongmou even publicly stated that even if the mainland uses the strength of the whole country, it cannot create high-end chips.
However, they never dreamed that the slap in the face would come so quickly.
Recently, SMIC officially announced that it has achieved mass production of 55nm BCD process, successfully surpassing the 90nm of foreign giant STMicroelectronics , achieving global leadership for the first time!
Perhaps some people don’t understand, TSMC and Samsung are all heading towards 3nm, what does SMIC mass production of 55nm count? In fact, the 3nm process of TSMC and Samsung is the CMOS process, while the SMIC's 55nm is the BCD process. The two are related but they are completely different. The entire process of the BCD process is "Bipolar-CMOS-DMOS", which integrates three process devices. In other words, CMOS is a subdivided science, while BCD is a master. Whether it is the difficulty of research and development or production, both are incomparable. The chips of the
CMOS process are mainly used on consumer electronics products . The chips of the BCD process are widely used in automotive electronics, power management, industrial applications and other fields due to their high voltage resistance and high power. As the pioneer and leader of the BCD process, STMicroelectronics has only mass-produced 90nm process technology . Many of our automotive chips rely on imports. SMIC has broken through the 55nmBCD process, which can meet the needs of industries such as automotive electronics and industrial networks, and will help us solve a large number of pockmark problems. In terms of market prospects, SMIC's 55nm BCD process should not be underestimated.
It is worth mentioning that in recent years, the demand in the chip market has also changed. Many manufacturers have clamored that mobile phones can no longer be sold, and chip sales of advanced process technologies such as 7nm and 5nm have declined severely. TSMC's US-based customers have also cut orders. Affected by this, in order to save power, TSMC has to plan to shut down some EUV lithography machines, and also wants to return to mature processes such as 28nm.
However, SMIC has long had a long-term layout and has greatly expanded the production of mature process processes. It plans 12-inch wafer factories in Beijing, Tianjin, Shanghai, Shenzhen and other places to produce chips with processes above 28nm. The key is that the quality of chips produced by domestic chip companies such as SMIC is no longer inferior to TSMC in terms of quality, but they have more advantages in cost and their production capacity has also increased. In the future, it is hard to say whether TSMC can achieve a mature technology field. Some foreign media said that advanced processes were cut sharply by US companies, and mature processes were seized by mainland chip companies to a large number of markets. TSMC was stunned.
SMIC's BCD process has achieved a 55nm ice breaking process, taking a solid step in de-beautification of domestic chips. In the future, more domestic chip companies will break through the blockade.TSMC chose to take the team to the United States, cut off domestic high-end chip foundry, went to the United States to build factories to help the United States revive its local chip industry chain, join the so-called "Four-Square Chip Alliance" in the United States, creating obstacles to the development of China's chip industry. When the value is squeezed out, it will be time to be kicked away by the Americans. Domestic chips that are looked down upon will always make their mark.
