The domestic core is "blowing up"? Stuck in the neck of key raw materials abroad!
Liang Mengsong once said that there is no possibility of victory in the semiconductor industry.
As a great expert in the field, his words still have a high level of credibility. However, there are also some voices in the country who insist that we have the ability to overtake in corners in such a complex field. In fact, due to U.S. restrictions, Huaxia has now been able to produce the latest 7nm chips. Not only that, many foreign semiconductor giants believe that Chinese chips will enter the US semiconductor industry in a big way.
Therefore, any small progress in domestic chips will be infinitely magnified. Of course, this is not so much a rational choice as an emotional one.
But now it seems that domestic chips have been"It's over"Finish.
This is due to an important fact. Many important materials are also used in the chip production process, such as silicon, electronic gases, photoresists, etc. However, the self-sufficiency rate of major raw materials is less than 10%. In other words, 90% of raw materials need to be imported, which means that China's chip production is still in a bottleneck.
Not only are we not self-sufficient, but the amount of semiconductor materials is much lower than that of foreign countries.
For example, we can only produce chips above 300 nanometers at the moment, and we have a small market share. In addition, photoresists and other materials in China mostly stay above 90 nanometers, and there are not many chips below 65 nanometers.
It can be seen that the self-sufficiency rate and process level of Chinese chips are far behind those of foreign countries, in this case, how can it be said that we have replaced foreign chips?
According to the author, this problem will not be solved overnight.
On the one hand, many domestic manufacturers are reluctant to invest in semiconductor materials, because the market space for these materials is very small and the technical barriers are also very high. In short, the upfront investment is large, but it is difficult to say whether the next stage will pay off. On the contrary, domestic manufacturers prefer to focus on the design part of the chip. Because of this, domestic manufacturers rarely make breakthroughs in semiconductor raw materials, let alone improve their self-sufficiency.
Secondly, although the market size is small, there are many types, and the author only lists some of them, such as masks, photoresists, and polishing pads. Even if domestic companies are willing to put more effort into this area, it is difficult to cover everything. In addition, there are implicit technical barriers. Therefore, it is necessary to fill these gaps as soon as possible.
Without manufacturers willing to invest heavily in this area, the bottleneck will only get longer.
Of course, although domestic chips have made great progress, the impact on the global semiconductor chain is not too great, and sometimes it is better to keep a low profile. Even if we admit it, we will not feel embarrassed: after all, Chinese companies are an important link in the global semiconductor chain. What do you think of the current development of domestic chips? Please leave a message, like, favorite and share here!