After Zhang Zhongmou made a statement, TSMC accelerated the shipment of 7nm chips, and ASML delivered 27 lithography machines.
Zhang Zhongmou said that SMIC and TSMC had at least five years of differences, but at the beginning of this year, Zhang Zhongmou suddenly changed his face and supported the United States in waging a chip war against China.
The reason is also very simple.
Huawei has made breakthroughs in the domestic integrated circuit industry chain with SMIC and other domestic integrated circuit industry chains, not only realizing the localization of EDA tools above 14nm, but also fully verifying that SMIC's 14nm process yield has reached the world's leading level this year.
The key is that SMIC completed the R&D task of 7nm three years ago, and several difficult tasks in the 5nm process have also been achieved, and the N+1 process chip has been trial-produced on a small scale.
It is reported that in the next 12 months, SMIC will realize the full process production of non-US 7nm chips.
In addition, although 75% of SMIC's chip orders come from China, TSMC's revenue is declining, falling by 3 percent year-on-year in the first half of this year5%。
As a result, TSMC began to accelerate the shipment of 7nm chips to the domestic market.
Since the beginning of this year, TSMC has begun to accelerate the shipment of 7nmai chips and other products to China, most of which come from the mid-range microelectronics company Ali Pingtouge.
In between, mid-range microelectronics orders have doubled from the first quarter, becoming one of TSMC's top three customers in the mainland.
Liu Deyin not only emphasized that the mainland market is an important consumer group for TSMC, but also insisted on expanding the scale of the Nanjing factory, and even put aside TSMC to take root in Taiwan, planning to build three 2nm chip factories to increase future shipments.
In fact, ASML has accelerated the manufacturer's shipment speed more than TSMC, and has already delivered 27 lithography machines to China in the second quarter.
After the signing of the tripartite agreement, the Netherlands said it would cooperate with the United States to control the export of semiconductor equipment, claiming that the restriction of shipments is in line with ***
However, ASML said that the Chinese market is key, and it will allocate more capacity to Chinese manufacturers so that they can ship more lithography machines. In the second quarter, ASML shipped 27 advanced lithography machines directly to China, for a total of 117 lithography machines shipped in the quarter.
It is reported that ASML is prioritizing the delivery of 2000i and other DUV lithography models to domestic manufacturers, and will ship more advanced lithography models in the third quarter, continuing to ship 1980iBuv lithography models after September 1.
ASML also said it would submit an application to the Netherlands**, which may or may not be approved, but it will insist on sending all the technology it can offer.
TSMC and ASML are speeding up shipments to the country because of lower demand in the U.S. market, with Intel, AMD and other manufacturers cutting chip orders and reducing capital expenditures.
TSMC's revenue has been down year-on-year for months, and ASML has said new lithography orders have fallen by 40%, but Chinese manufacturers are in high demand, with shipments currently only meeting 50% of their needs, and China has become ASML's third-largest market besides the United States.
On the other hand, the domestic demand for integrated circuit semiconductors and other products, and the rapid development of domestic integrated circuit semiconductor technology, have made TSMC, ASML and other manufacturers feel that time is not waiting.
For example, the country has been reducing the number of imported chips, with a reduction of 54.5 billion chips in the first seven months of this year, which means that more chips will be produced and manufactured in China.
China is also the world's largest producer and marketer of new energy vehicles, which provides more production opportunities for chips than smartphones, showing strong demand for chips.
In addition, Shanghai Microelectronics' 28-nanometer precision lithography machine has achieved technical verification, and the Chinese Academy of Sciences has built a prototype of an advanced light source system.
According to the news, in the next 12 months, China will achieve a non-US 7 nanometer total throughput, which means that China will achieve a major breakthrough in chip manufacturing and lithography technology.
75% of SMIC's wafer orders come from China, and Shanghai Microelectronics has accounted for 80% of the national lithography machine market.