On the road to the rise of domestic chips, EUV lithography machines monopolized by ASML are not the biggest obstacle. In contrast, , upstream industries such as EDA, are the key.
There is no EUV lithography machine, maybe we cannot break through the blockade of high-end chips for the time being. However, it should be noted that the current mainstream demand in the chip market is still mature process processes, such as aerospace, 5G base stations, supercomputers, automobiles, medical testing equipment, etc., and chips are used around 28nm process nodes.
It is not difficult to see from this that the blockade of high-end chips has not had a big impact on us at this stage. As Academician Wu Hanming of said: 28nm is enough, enough to meet more than 90.9% of applications. It is imperative to improve the domestic chip rate and improve the industrial chain. Only by first standing firm in the middle and low-end market can we better impact the high-end.
However, without the assistance of software design tools such as EDA, the chip cannot even be carried out, and subsequent manufacturing applications will be even more untold.
However, due to the late start of my country's semiconductor industry, coupled with the early " comprador " thinking, the domestic EDA field is almost blank, with a self-sufficiency rate of less than 5%. It has always relied on imported products from the three major American software giants, Synopsys, Cadence, and Mentor, such as Huawei, SMIC , etc., in the past, they used the EDA tool of Synopsys.
Unfortunately, like EUV lithography machines and other key equipment materials, the domestic market has not been able to escape the fate of being cut off in terms of EDA software tools. The US move is to completely press the pause button for the development of our domestic chips, which can be said to be without bottom line.
But as Ren Zhengfei said, there is no way out to win. Perhaps the United States also expected that the cut-off of EDA not only did not achieve the desired effect, but instead accelerated our pace of self-sufficiency. With the unity of the whole country, domestic EDA and other industrial software have been reported frequently in the past two years.
is the Ministry of Industry and Information Technology. In order to help the development of domestic EDA, it not only increased investment support and optimized the market environment, but also established a special adaptation center to provide free testing and certification and other technical services.
In addition, Chinese Academy of Sciences , Huawei HiSilicon, Jiutongfangwei, Huada Jiutian and other domestic institutions and enterprises have also accelerated their research and development in a targeted manner. In the EDA track, the domestic market is now "the whole nation is a soldier."
It is worth emphasizing that the EDA system tool developed by Huada Jiutian has initially implemented the full-process system support for mature processes of 28nm and above, and is now in the stage of large-scale promotion and application. At the same time, BGI is also developing core tools in the digital field, and it is expected that the construction of the full-process tool system required for the design category will be completed around 2025.
. Just recently, BGI Jiutian once again reported that it will plan to acquire 100% of the equity of of Xinda Chip Technology Company through its wholly-owned subsidiary for US$10 million.
According to public information, the IP feature extraction tool mainly operated by Xinda Chip Company is a technology in the key link of wafer manufacturing, and is at the leading level in the industry.
Once the acquisition is reached, Huada Jiutian will not only make up for the technical shortcomings in the field of EDA tools for wafer manufacturing, but also take a big step forward in the system construction process of its full-process tool. The domestic EDA industry will no longer have to be controlled in the mid- and low-end chip market.
In response to this, the mainstream media of Western has expressed that the rise of China's EDA industry can no longer be stopped! This is true. Perhaps our products are not as good-looking as overseas, but everything is difficult at the beginning. As long as we take the first step and make up for the shortcomings, the next technological strengthening is just a matter of time.
Now it seems that Bill Gates has a unique vision.The US imposed a chip ban and pointed out that the former richest man in the United States repeatedly dissuaded: not selling chips to Chinese will only backfire and will stimulate them to speed up their self-sufficiency. The U.S. semiconductor market, which is mainly export-oriented, is equivalent to taking the initiative to admit defeat. This is true. Due to the inability to ship freely, the current US semiconductor market is in a state of grief. US chip giants such as ADM, Nvidia, Intel and other US chip giants not only plummeted in sales, but their stock prices are also green. Recently, nearly 100 billion US dollars have evaporated overnight. Intel has even reported large-scale layoffs.
In contrast, the domestic market has been reliant on imported chips. In the first nine months of this year alone, Chinese companies have cut orders to more than 60 billion imported chips! Moreover, the domestic chip market has also achieved mass production of 14nm process, and core technologies such as 90nm lithography machine , domestic CPU, 5G chips have also made huge breakthroughs.
is completely predictable. With the increasing rise of our domestic chips, Meixin will also pay a greater price for its "stopping supply" move!
