SMIC, raws li cov chips semiconductor foundry nrog cov thev naus laus zis tshaj plaws thiab cov thev naus laus zis tshaj plaws hauv kuv lub tebchaws, tuaj yeem hu ua "kev cia siab ntawm tag nrho lub zos" hauv kev lag luam semiconductor tam sim no. Txawm hais tias muaj kev txwv kev txwv thiab kev cuam tshuam ntawm cov cuab yeej lithography siab heev, SMIC tseem ua tiav xoom tawg hauv 14nm wafer chips nyob rau hauv lub hauv paus ntawm kev tshawb fawb ywj pheej thiab kev tsim kho thiab kev tsim kho tshiab, thiab nyob rau hauv kev coj noj coj ua ntawm cov kws tshaj lij xws li Liang Mengsong, Launch tus nqi ntawm ib qho. ntau dua cov txheej txheem tsim chip.
Txawm li cas los xij, tsis ntev los no ntawm SMIC lub vev xaib official, tag nrho cov txheej txheem qhia txog 14nm nti txheej txheem tau raug tshem tawm ntawm lub txee. Tseem muaj qhov sib txawv ntawm qib, tab sis hauv Suav teb, nws kuj yog qhov thib ob. Vim li cas SMIC mob siab rau tshem tawm 14nm txheej txheem thev naus laus zis ua ntej nws tau ua tiav hauv cov txheej txheem thev naus laus zis ntau dua?
Re-layout, SMIC optimistic txog 28nm
Hais txog SMIC's 14nm txheej txheem thev naus laus zis, Shanghai cov thawj coj tau tshaj tawm tshwj xeeb ua ntej, thiab SMIC twb tau ua tiav ntau lawm thaum ntxov li ob xyoos dhau los. Ntau xyoo dhau los, Huawei lub revived Kirin nti, Kirin 910A nti, tau tsim los ntawm SMIC's 14nm txheej txheem thev naus laus zis. Raws li kev lag luam sab hauv, kev tsim tawm tus nqi ntawm SMIC's 14nm chips tau mus txog ntau dua 95 feem pua, uas yog lub ntiaj teb qib siab dhau lawm.
Txawm hais tias tseem muaj qhov sib txawv loj ntawm 14nm thiab lub ntiaj teb sab saum toj 3nm, 14nm txheej txheem thev naus laus zis tuaj yeem ua tau raws li ntau dua 80 feem pua ntawm cov chip xav tau ntawm lub khw. Tom qab tag nrho, tsis yog txhua qhov kev xav tau ntawm nti yuav tsum yog tib yam li high-end smartphones, nrog rau kev khiav hauj lwm ceev thiab compact loj raws li yuav tsum tau. Piv txwv li, on-board chips, ntse tshuab cuab yeej chips, thiab lwm yam, tsuav yog lawv muaj peev xwm khiav lag luam, tsis muaj tshwj xeeb yuav tsum tau rau qhov luaj li cas ntawm cov nti. Siv 14 lossis txawm tias 28nm txheej txheem yuav txo tus nqi yuav khoom ntawm lub nti thiab txi qee qhov chaw tsis tsim nyog. txais tau.
Vim li no, nyob rau hauv qhov kev pom ntawm qhov kev xav tau ntawm kev lag luam rau cov txheej txheem mature chips tseem muaj zog heev, SMIC kuj tau tsom mus rau cov txheej txheem chips paub tab uas sawv cev los ntawm 28nm txheej txheem hauv xyoo tas los no. Tam sim no, SMIC tau tshem tawm tag nrho cov lus qhia txog 14nm nti txheej txheem los ntawm nws lub vev xaib raug cai, uas txhais tau hais tias SMIC tau maj mam txo nws cov peev hauv 14nm txheej txheem chips, thiab txawm tias txo cov peev txheej tsim tawm. Raws li rau lub vev xaib official, nws tsis tau tshaj tawm lawm.
Tam sim no, SMIC tau tsim ua tiav 12-inch wafer chip factories hauv Beijing, Shanghai, Shenzhen, thiab Tianjin, uas tau mob siab rau kev tsim cov txheej txheem paub tab xws li 28nm, txhawm rau ua kom tau raws li qhov xav tau los ntawm kev lag luam xws li raws li cov tsheb ntse thiab Internet ntawm Yam. chip kev xav tau. Tom qab tag nrho, SMIC tau paub txog 14nm wafer thev naus laus zis, thiab nws nyuam qhuav dhau qhov pib ntawm high-end txheej txheem chips. Nws yuav nyuaj heev rau iterate rau cov txheej txheem ntau dua, raug rau cov khoom siv lithography, thiab nws yuav nyuaj heev rau cov chips siab dua. Hais txog kev tsim khoom, TSMC, Samsung thiab lwm yam kev lag luam loj tau sib tw rau nws. Kev nthuav dav ntawm 28nm chips yog qhov kev xaiv zoo tshaj plaws rau SMIC tam sim no.
Kev lag luam chip paub tab yog kub, thiab Tuam Tshoj Chip xav tias yuav tawg
Tsuas yog tom qab SMIC launched 28nm thiab lwm cov txheej txheem paub tab, qhov xwm txheej tshwm sim. Nrog rau cov neeg siv khoom siv hluav taws xob tam sim no, xws li xov tooj ntawm tes, khoos phis tawj thiab lwm yam khoom siv hluav taws xob hauv kev ua lag luam, kev txo qis hauv kev xa khoom tau maj mam ua rau muaj kev xa khoom ntau dhau ntawm cov txheej txheem siab kawg. Ntau lub tuam txhab chips, xws li TSMC, tau txo qis High-end nti tsim muaj peev xwm. Ntawm qhov tsis sib xws, cov txheej txheem paub tab uas sawv cev los ntawm 28nm, nrog rau kev txhim kho ntawm cov tsheb ntse thiab AI kev lag luam, tau txais kev pom zoo ntawm kev ua lag luam, thiab kev noj haus tau kub heev rau ib pliag.
Ua ntej no, cov tuam txhab nti loj xws li Samsung, Intel, thiab TSMC, vim tias lawv tau saj cov khoom qab zib ntawm high-end chips rau lub sijhawm ntev, lawv cov peev txheej tsim tau ua tiav cov kev hloov pauv mus rau cov txheej txheem siab kawg. Nws yog lig dhau lawm los hloov lub peev xwm ntau lawm rau cov txheej txheem paub tab xws li 28nm. Tom qab tag nrho, nws yuav siv sijhawm ob xyoos ntawm qhov nrawm tshaj plaws los tsim kho 28nm wafer nti Hoobkas. Ntawm qhov tsis sib xws, Tuam Tshoj SMIC muaj qhov pom tseeb kom zoo dua hauv kev tsim khoom. Yog hais tias tag nrho plaub ntawm nws cov tshiab 12-inch fabs raug muab tso rau hauv ntau lawm, lub hli wafer muaj peev xwm yuav conservatively nce los ntawm 360, 000 wafers. Lub peev xwm ntau lawm txhais tau tias SMIC tuaj yeem xa khoom sai dua, thiab nws tseem yuav pab tau cov neeg siv khoom luv luv lub voj voog nyiaj txiag.
Tsis tas li ntawd, txawm tias lub peev xwm ntawm cov chip foundries xws li TSMC thiab Samsung yuav nce ntxiv rau yav tom ntej, thaum nws los txog rau qhov zoo, SMIC's 28nm yield rate tsis qis dua. Ntawm qhov tsis sib xws, nyob rau hauv cov nqe lus ntawm foundry quotations, nyob rau hauv lub xyoo tsis ntev los no, nrog rau lub ntiaj teb no yav dhau los "tsis txaus ntawm cores", tus nqi foundry ntawm Samsung thiab TSMC tau nce ib zaug thiab dua, uas tau ua rau ntau tus neeg siv khoom yws yws. SMIC cov nqi tsim khoom ib txwm tau khaws cia ntawm tus nqi tsim nyog, tswj hwm tus nqi sib tw, thiab tau txais kev pom zoo los ntawm ntau tus neeg siv khoom.
Ntawm cov txheej txheem paub tab uas sawv cev los ntawm 28nm, SMIC tsis yog tsuas yog paub tab ntawm cov txheej txheem tshwj xeeb, tab sis kuj tseem nyob rau hauv cov khoom siv hluav taws xob thiab cov khoom siv qis thiab txhawb cov kab ntau lawm, SMIC twb tau tso tawm rau lub sijhawm ntev, txawm tias qhov tseem ceeb ntawm wafers. . Lub tshuab lithography, kuv lub teb chaws Shanghai Microelectronics, tau kov yeej thiab tsim ib qho khoom siv hauv tsev uas haum rau cov txheej txheem 28nm. Yog li ntawd, SMIC muaj peev xwm ua tiav cov txiaj ntsig ruaj khov ntawm 28nm chips nyob rau hauv qhov xwm txheej ntawm tus kheej txaus.
Tau kawg, SMIC qhov kev xaiv tam sim no ntawm 28nm chips raws li kev txhim kho tseem ceeb yuav tsum tsuas yog txav mus ib ntus los teb rau kev xav tau ntawm kev lag luam. Tom qab tag nrho, nrog rau kev txhim kho ntawm cov kev lag luam hauv tsev, muaj ntau qhov kev thov rau cov chips paub tab, thiab cov nyiaj yuav tsum tau khwv tau los ntawm koj tus kheej. Koj tseem yuav tau khwv tau los ntawm koj tus kheej.
Nyob rau lub sijhawm ntev, SMIC yeej tsis tau tso tseg mus tom ntej hauv kev tshawb fawb thiab kev tsim cov chips siab dua. Koj yuav tsum paub tias thaum ntxov li xyoo 2020, Dr. Liang Mengsong ntawm SMIC tau tshaj tawm tias nws tau paub qhov tseem ceeb ntawm 7nm chip manufacturing txheej txheem. Technology, sai li sai tau thaum lub tshuab lithography tuaj txog, kev ua haujlwm tuaj yeem pib. Nws tau muaj ntau tshaj li ob xyoos tam sim no, cia peb tos thiab pom qhov kev hloov pauv tom ntej ntawm SMIC.
