SinceHuaweiAfter becoming the world's No. 1 mobile phone manufacturer, it has made great strides in 5G and chip design. However, due to multiple rounds of sanctions by the United States, TSMC terminated foundryHuaweifell into a three-year core shortage dilemma. One of the main reasons for this is that the mainland does not have access to the high-endLithography machine, which cannot produce high-end chips. In the past few years, chip imports have exceeded $400 billion, surpassing oil to become the largest import. Faced with this situation, many American chip giants have gone to the mainland to conduct business, using advanced chip technology to make huge profits. However, chip manufacturing becameHuaweiThe underbelly of whenHuaweiWhen trying to develop chips on their own, they are often despised by others. For example, when Shanghai Microelectronics Company went to the Netherlands to study Xi, it was ridiculed, and even if it got the drawings, it could not manufacture themLithography machine。In addition, Western countries in order to continue fromHuaweiIn order to obtain high profits, the Wassenaar Accord was also formulated to limit the development of advanced technologies such as semiconductorsHuaweiExport, giveHuaweiTechnological developments have brought with them many difficulties.
However, in the face of this situation,Huaweidid not give up, but chose the path of independent research and development. Shanghai Microelectronics Co., Ltd. has continuously strengthened its independent research and development, and has successfully manufactured its ownLithography machine。Currently, they are in closed betaLithography machineIt occupies 80% of the domestic market and 40% of the global market. Although their chips are manufactured usingLithography machineThe process is only 90nm, but they are tackling the more advanced 28nm immersion typeLithography machine。If they do break through this 28nm immersion formulaLithography machine, thenHuaweiThe company's independent chip industry chain will be able to produce advanced domestic 7nm process chips. And 7nm chips can solve about 90% of chip problems, and sanctions will become meaningless. It is said that since last year, Shanghai Microelectronics has been working with partners to tackle key problems, and recently there are rumors that they will launch an advanced oneLithography machine。Although it has not yet been confirmed, butHuaweiThe self-developed Kirin chip has returned, and it is confirmed that it will be produced in the mainland. This news caused a sensation, and many ** and dismantling agencies analyzed it, and even the American side investigated. Although it is not yet possible to determine whether the Kirin chip is used or notasmlofLithography machine, butasmlThey should know better than anyone about the situation, but they didn't make any response, just continued to speed up the delivery to Chinese companies**Lithography machineThe Chinese market has risen to 46% of their revenue. asmlOn the one hand, the reason for this action is that the US side has continuously increased the intensity of sanctionsasmlHopefully as much as possible in a limited timeLithography machine。On the other hand, the global chip market continues to decline, and many large wafer fabs have slowed down the pace of expansion, and only China is still accelerating expansion. asmlIt is quite possible to realize that domestic productionLithography machineThey are about to break through or have already broken through, and if they don't ship as soon as possible, they will lose more market share. However,asmlWhat I didn't expect was that an important news broke out recently, by the Chinese Academy of SciencesHuaweiOne jointly developed with Shanghai MicroelectronicsLithography machineThe relevant technology patents have been published. Even though it's just a patent, it's significant. On the one hand, it shows that China's domestic semiconductor-related technology has made new breakthroughs. On the other hand, it shows that domestic enterprises have begun joint research and development and are committed to overcoming chip bottleneck technology. In particularHuaweiAfter the sanctions, the enthusiasm for independent research and development of domestic semiconductors is unprecedentedly high. HuaweiHarbin Institute of Technology has made a breakthrough in EUV light source technology, and the Institute of Optics and Mechanics under the Chinese Academy of Sciences has also made related breakthroughs. These advances are domestically advancedLithography machineEven EUV technology has laid a solid foundation and will surely accelerate domestic productionLithography machineimplementation.
In the past, we have always pinned our hopes on globalization, and the idea of "making is better than buying" was once popular. However, the restrictions on chips in the United States have made us realize that dependence on foreign countries will not work at all, and we must build our own chip industry chain. AlthoughLithography machineThe breakthrough process is very difficult, butHuaweiThe return of Kirin chips and the publication of technical patents have injected momentum into us. I believe that we will be able to break through the high-endLithography machine, completely solve the chip bottleneck, or even surpassLithography machineGiantsasml！This point of view has been recognized by foreign media, who directly stated that the general trend has been set, and the United States' restrictions on chips will only be allowedasmlLose more market share.
In short,HuaweiAfter suffering multiple rounds of sanctions, not only did not give up, but chose the route of independent research and development. Through unremitting efforts, Shanghai Microelectronics and other companies have made certain breakthroughs, indicating that we have the ability of independent research and development in the field of chip manufacturing. WhileHuaweiThe return of the Kirin chip as wellLithography machineThe publication of relevant technology patents shows us the strong potential of independent innovation in China's semiconductor industry. In the future, I believe we will be able to:Lithography machineA major breakthrough has been made in the field to realize the construction of an independent chip industry chain, so as to get rid of foreign technology dependence and promote the rapid development of China's semiconductor industry.