The rumor has been refuted! ASML company official announcement, US media: Chinese chips may be stuck at 28nm

Tech 2023-07-13 18:25:57 Source: Network

#Headline article development plan#With the escalation of the Sino US chip war, ASML officially announced to further tighten the supply of Stepper machines at 28nm and below in ChinaRecently, ASML, a Dutch Stepper giant, officially announced that it would further tighten the supply of Chinese 28nm and below Stepper from September 1, 2023, which undoubtedly hit the Chinese chip industry's dream of realizing 28nm and below processes. However, even so, China is still expected to achieve mass production and "de beautification" of 28nm chips through independent research and development

#Headline article development plan#

With the escalation of the Sino US chip war, ASML officially announced to further tighten the supply of Stepper machines at 28nm and below in China

Recently, ASML, a Dutch Stepper giant, officially announced that it would further tighten the supply of Chinese 28nm and below Stepper from September 1, 2023, which undoubtedly hit the Chinese chip industry's dream of realizing 28nm and below processes. However, even so, China is still expected to achieve mass production and "de beautification" of 28nm chips through independent research and development.

On July 11, the CEO of ASML said that from September 1, ASML would no longer export the most advanced Stepper capable of producing 28nm chips to China, marking a new round of upgrading of the Sino US chip war. Previously, ASML only stopped exporting EUV Stepper of 7nm and below to China. This time, the restriction was directly raised to 28nm DUV Stepper.

Foreign media reports indicate that ASML's actions have almost trapped China at the 28nm node, making it difficult for the Chinese chip industry to make breakthroughs in advanced manufacturing processes. After all, 28 nanometer chips still play an important role today and can meet over 75% of China's industrial needs. This will directly affect China's development in fields such as artificial intelligence, 5G, and electric vehicles.

However, it is worth noting that ASML did not completely ban the export of 28nm Stepper this time. The 1980Di series Stepper can still be exported to China, with a process accuracy of about 38nm. This also means that China may still produce and import 28nm chips through this Stepper. Of course, there is still a long way to go to achieve complete autonomy.

Despite the severe situation, Chinese companies have not given up and are still actively expanding their independent research and production of chips with 28nm and below technology. The following points are worth noting:

1. Semiconductor Manufacturing International Corporation has previously obtained ASML28nm Stepper and accelerated the expansion of 28nm chip production capacity. In the first half of this year alone, its 28 nanometer chip production capacity increased by 60%. This has accumulated valuable experience in using 28 nm Stepper for China.

2. With the efforts of Harbin Institute of Technology and other universities, China has made important breakthroughs in many key links of the 28 nm Stepper, including light sources, optical components, immersion lithography systems, etc. This has laid the foundation for China to develop its own 28 nm Stepper.

3. According to the latest news, the research and development of the 28 nm Stepper of Shanghai Microelectronics is progressing smoothly, and it is expected to realize the LOCALIZATION of the Stepper within two years, accelerating China's autonomy and controllability in this process.

4. In multiple aspects such as materials and equipment, Chinese enterprises have also made significant progress in recent years. China's EDA tools, photoresists, and various types of equipment have continuously improved, providing strong guarantees for achieving the autonomy of 28 nanometer chips.

5. SMIC, Changxin Storage, Yangtze Memory Technologies, Huali Micro and other enterprises have announced the formal mass production of 28nm chips, accumulating valuable production experience. As the equipment further converges to the Vanguard International Semiconductor Corporation's advanced level, China's self-sufficiency in 28nm chips is just around the corner.

Despite the grim situation, Chinese chip enterprises still need to continue to speed up the pace of localization, strive to achieve self-sufficiency of 28nm chips in the shortest time, and ensure the safety of the Supply chain security of China's technology industry chain. The specific suggestions are as follows:

1. Increase financial support, enhance the enthusiasm of enterprises to research and develop 28 nm Stepper, encourage different enterprises to adopt different Technology roadmap, and strive to achieve mass production as soon as possible.

2. Strengthen the in-depth cooperation between industry, university and research, give full play to the advantages of colleges and universities, break through the key technical bottlenecks of Stepper, and provide strong technical support for enterprises.

3. Continue to expand the scale of advanced process chip trial production, vigorously introduce overseas talents, and accumulate design and manufacturing experience. Enhance the collaborative innovation capability of the industrial chain.

4. Make good use of the window period of 1980Di Stepper provided by ASML, vigorously increase the output of 28nm chips, cultivate downstream applications, and strive to achieve transition before real autonomy.

5. Widely carry out international cooperation, unite like-minded trading partners, and avoid decoupling China's chip industry from the world.

Although the current situation is severe, China has the most complete industrial system in the world and also has the largest market demand. As long as China adheres to independent innovation and strengthens scientific and technological progress, it will eventually be able to achieve independent and controllable core technology, confident in resolving technological blockades from the United States and other countries, and ensuring national scientific and technological security. Although the Chinese chip dream has encountered obstacles, it will never stop and will eventually achieve the autonomy of chip technology at 28 nanometers and below, which will have a disruptive impact on the global chip landscape.

We have reason to believe that time will definitely prove that China will eventually write a new brilliant chapter in the field of chips.

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