Kunpeng Project
Chinese companies are leading? EUV lithography machines are no longer critical, and China and the United States will compete in new areas.
Chinese enterprises are at the forefront? Extreme ultraviolet lithography technology is useless, and the American think tank said that China and the United States will start a new competition!
Are Chinese companies ahead of their time? U.S. think tanks say extreme ultraviolet lithography has lost its relevance, and China and the United States are competing for new markets.
After Huawei unveiled the Kirin 9000 S processor, the United States looks to have lost trust in its own chip regulations. Coupled with the lobbying activities of American companies in Washington, Biden has to make concessions, and so far, there is no intention to strengthen the previously promulgated smoking ban.
The U.S. lost chips and systems due to the CHIPS Regulation"Monopoly position", Huawei helped China get rid of it because of its all-out crackdown"Less core and less soul"The Kirin and Hongmen systems have become a pain in the hearts of American companies, and the more they are suppressed, the better. It's called"Pain", more suppression than resistance.
The United States originally thought that due to the interruption of the foundry with TSMC, China would not be able to independently develop more advanced chips, but now the 7 nm Kirin 9000 has been listed, which means that all the previous investment will be wasted, even if it is far from the most advanced process technology, it will be at least more than three years behind, but it has the conditions for mass production of high-end chips.
China abandoned its reliance on silicon and began to look for other ways because ASML's EUV lithography process came to a standstill and could not be surpassed in a short period of time.
EUV lithography is a global advanced industrial equipment, produced by more than 20 countries, and it is very difficult to integrate the industrial chain alone, let alone its own products, so it is very likely that China will completely get rid of sanctions in this regard and achieve corner overtaking. He wants to surpass everyone else.
At present, China's semiconductor process development is still one in general"Enigma"The processor of Huawei Kirin 9000 S is still unclear, and this comeback is also regarded as a major breakthrough in the lithography process, although there is no definite proof, but its part outside the industrial chain is definitely beyond the reach of European and American technology systems. Otherwise, it will be recognized by other companies.
Just when everyone is focusing on the rise of Kirin, the Center for Strategic and World Studies, an American think tank, has issued a major message: China and the United States will compete in silicon photonics, and a new situation will emerge in the semiconductor and AI industries in the future.
More precisely, because traditional semiconductor chips have encountered a bottleneck, as early as the emergence of Moore's law, there are rumors that the process above 1 nm will be applied to the field of semiconductor optoelectronics.
In the future big data era, the requirements of high bandwidth and high energy efficiency are difficult for existing integrated circuit design methods to meet the needs, and a large-scale AI learning mode composed of tens of thousands of top integrated circuits can be realized.
China's future plans are mainly focused on optoelectronic technology, which is considered to be an important factor in catching up with Europe and the United States. Zhongke Xintong Semiconductor Co., Ltd. is preparing to manufacture optical chips, and some large companies such as Huawei and Ali have joined the industry.
Due to the development of the semiconductor industry, China has been at the forefront of the world, the integration of the industry makes China not have to be limited to extreme ultraviolet lithography, the world's top universities, scientific research institutes have invested in key scientific and technological research, to achieve corner overtaking has become a top priority.