The United States, Japan and the Netherlands have joined forces, and Chinese enterprises have made rapid breakthroughs in three technologiesForeign media are in a hurry
Some time ago, it was reported that the United States seemed to have made new progress in enlisting Japan and the Netherlands to jointly implement the restrictions. ASML has confirmed that the two sides have reached an agreement that will restrict the export of advanced semiconductor equipment, especially DUV lithography machines.
Previously, the restrictions on EUV lithography machines, and now on DUV lithography machines, are aimed at restricting the development of high-quality wafer manufacturing in China to hinder the development of high-tech in China. But that doesn't seem to have served its purpose, we've made progress!
Taking Huawei as an example, it has been subject to enough restrictions, and the United States has imposed more than four rounds of sanctions in a row, allowing Intel, Qualcomm and other high-end chip manufacturers to cut off chips, TSMC to stop chip splicing, and Google to cut off Android and GMS services.
Even so, Huawei did not give up on itself, but continued to move forward, and although life was not good, it still began to turn a profit.
The most difficult mobile phone business also survived, and last year it still had 79% market share, it has to separate out Honor or the only brand to achieve growth, which shows how strong Huawei's strength will be if it is not a constraint.
Another example is SMIC, since its establishment, it seems that it has been accompanied by restrictions from the West, because they don't want us to develop and manufacture high-quality chips at all, but it has also achieved the fifth place in the world, with 14nm and 7nm process strength.
If it weren't for the EUV ordered in 2018 being blocked from shipment, I am afraid SMIC would have become the third company in the world to mass-produce 7nm.
Now, the U.S. continues to increase its restrictions, previously below 10 nanometers, and now under 14 nanometers. As a result, SMIC has shifted its focus to the mature 28nm process to capture the growth in demand for chips at this level.
The agreement reached to limit DUV may affect SMIC's expansion, but the difficulties are temporary. It will only make us lose our illusions and go all out to attack the domestic 28nm lithography machine, and maybe under pressure, the research and development progress will be faster.
Over the years, our major breakthroughs have not been made in the environment of a total blockade by the West, but by the hard work of the people of the whole country, such as the armored hook machine, the Beidou satellite, the International Space Station, and so on.
The West's restriction and blockade of us, in the long run, is an opportunity, and now the United States, Japan, and the Netherlands have just joined forces, and Chinese companies have made three breakthroughs!
First, a breakthrough in 3-nanometer photonic chip technology. Some time ago, it was reported that the Chinese Academy of Sciences has made significant progress in photonic chips, that is, the progress of 3-nanometer photonic chip transistor technology, which will help to achieve the mass production of 3-nanometer photonic chips.
It is said that Beijing Zhongke Information and Communication Company has prepared to build a photonic chip production line last year, and it is expected to achieve mass production this year.
Although photonic chips are different from electronic chips, they can meet the needs of communications, data centers, and other fields. Although electronic chips are currently the mainstream, they have developed to the limit, and photonic chips are one of the directions for the development of chips in the future.
Second, the localization of OLED main materials. Previously we were"Lack of cores and fewer screens"Later, with the efforts of BOE and other Chinese companies, domestic screens continued to achieve breakthroughs, LCD shipments won the first place in the world, and OLED is also catching up.
Samsung leads the mobile phone OLED screen market, LG leads the large-size OLED screen market, and BOE leads the mobile phone OLED screen market, second only to Samsung, but the main materials are still limited. Some time ago, domestic manufacturers broke the Japanese monopoly and achieved a national breakthrough.
The successful mass production of FMM, an important material required for OLED panels, will contribute to the development of domestic OLED screens.
Third, small 5G base stations will be localized. In recent years, the three major operators have not only engaged in communication services, but also invested in research and development. Some time ago, China Telecom officially announced the successful development of the localization PRRU of 5G small expansion base station.
The key point is that the localization rate of chips and devices of the small 5G base station has reached 100%, and the localization of products has been fully realized.
In addition, some time ago, Japan** issued a press release on the dismantling of Huawei's small 5G base station, pointing out that in order to further improve American components, the proportion of domestic devices has dropped to 1%. It is conceivable that the latter restricts whose business has been jeopardized.
These three developments may seem unremarkable, but they are significant. In other words, the global progress of semiconductors is the continuous accumulation of every small progress, so there is no need to worry about limitations, the more restrictions, the greater the progress.
Although lithography technology is a very complex, very advanced technology, but it is also man-made, even the president of ASML said that the laws of physics are the same all over the world, as long as we concentrate all our strength to overcome, I believe that domestic lithography technology will break through as soon as possible!
For the United States, Japan and the Netherlands, which have just reached a joint alliance, Chinese companies have announced three domestic breakthroughs. Some foreign media bluntly said: This is too fast!