After SMIC (0981) was included in the list of sanctioned entities by the US Department of Commerce, it issued a notice on Sunday, acknowledging that advanced manufacturing processes of 10nm nanometers and below will suffer “significant disadvantages.” The industry said that SMIC’s technology upgrade may encounter major obstacles. However, mainland media quoted news that SMIC is not waiting to die. The new vice chairman Jiang Shangyi is trying to use his contacts to seek the possibility of buying the most cutting-edge EUV lithography machine to strive for the localization of high-end chips.
Sina Technology quoted industry sources that after Jiang Shangyi took office, he would try to find ways to negotiate with the Dutch semiconductor equipment giant ASML, hoping to purchase ASML’s extreme ultraviolet (EUV) equipment.
Jiang Shangyi intends to negotiate with ASML to purchase extreme ultraviolet equipment
According to reports, SMIC has been unable to obtain EUV equipment from ASML. Although the Dutch company is not legally restricted by US administrative measures, considering its relationship with the US, ASML is deeply committed to selling the most advanced chip production equipment to China. There are concerns.
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The so-called EUV (Extreme Ultraviolet) lithography machine can use light with a very short wavelength to form billions of tiny structures on a silicon wafer to form a high-end chip. Compared with older equipment, EUV equipment can produce smaller, Faster and more powerful chips.
It can be said that EUV is an almost indispensable tool for producing high-end chips with current technology. And this lithography machine plays a crucial role in the future development of SMIC.
SMIC’s original CEO Liang Mengsong disclosed information in his resignation statement on the 15th, saying that the 7-nanometer technology has been developed and will enter risk mass production in April next year; as for the more advanced 5-nanometer and 3-nanometer processes, as long as EUV lithography machines arrive , You can enter full development.
ASML’s EUV lithography machine is indispensable for the production of advanced chips
In other words, even as reported, SMIC can currently produce 7-nanometer chips without EUV, but if it wants to develop the 3-nanometer process in the future to catch up with TSMC, EUV is an indispensable tool.
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SMIC faces class action risk after being included in the U.S. restricted investment list
SMIC announced on the evening of Sunday (20th) that after the company is included in the Entity List, suppliers must obtain an export license from the US Department of Commerce before they can supply to the company; for technology nodes of 10 nanometers and below (Including extreme ultraviolet technology) products or technologies, the US Department of Commerce will adopt the “Presumption of Denial” (Presumption of Denial) approval policy for review; at the same time, SMIC may also be subject to certain restrictions on providing foundry services to some special customers.
SMIC also stated that after preliminary assessment, the matter has no significant adverse impact on the company’s short-term operations and financial conditions, and has a significant adverse impact on the research and development and capacity construction of advanced processes of 10 nanometers and below.
The statement stated that the company will continue to communicate with relevant departments of the U.S. government and take all feasible measures as appropriate to actively seek solutions and strive to minimize adverse effects.
SMIC was listed on the U.S. “Military Enterprise List”, and the trouble can be big or small
Editor in charge: Deng Guoqiang
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