We know that chips are made up of transistors, such as Apple’s A16, which has 16 billion transistors. The current inside the transistor will flow from the beginning (source) to the end (drain). In the process of current flowing, it will pass through a gate (gate), and the width of the gate is exactly what […]
The consumer electronics boom cycle has peaked, and what are the opportunities for Tongfu Microelectronics, which is clinging to AMD’s “thighs”? Starting from 2022, except for automotive chips, the A-share market has lost interest in all semiconductor sectors. However, a series of recent external policy changes have brought new impacts to the domestic investment market. […]
As we all know, the current top lithography machine is ASML’s EUV lithography machine, which can manufacture 3nm chips. And in ASML’s plan, a new generation of High-NA extreme ultraviolet lithography machines will be delivered by 2024 or 2025. This EUV lithography machine has a numerical aperture of 0.55NA, that is, a resolution (accuracy) of […]
1/ DUV and EUV are restricted, and the logic of domestic expansion is broken? Lithography machines are roughly divided into two categories: 1) DUV deep ultraviolet lithography machine: can prepare chips from 0.13um to 28/14/7nm; 2) EUV extreme ultraviolet lithography machine: suitable for chips below 7nm to 5/4/3nm. Under the current situation, DUV lithography machines […]
Quote from this article: The young David defeated the giant Goliath with stones. This is a classic story in the Bible where the weak overcome the strong. The same case is constantly happening in the semiconductor CIM system market that has been developing for a long time. Who could be the next “David”? The wind […]
On October 7, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) released a new set of draft semiconductor export restrictions, including nine new rules, aimed at transactions involving advanced chips, high-performance computing systems, and the list of entities involved. Export controls are imposed on transactions with certain entities on the website. In […]
On December 6, stimulated by the US Chip Act, TSMC held a relocation ceremony for its new plant in Phoenix, Arizona. I thought it was a new step for TSMC to enter the global stronghold, but the speech delivered by TSMC founder Zhang Zhongmou at the live event was exactly the opposite. He said that […]
In view of the current international trade situation, the importance of localization of chip manufacturing, especially high-end chip manufacturing, is becoming more and more prominent. In this case, it is even more important to improve the self-sufficiency of semiconductor equipment and materials in the upstream of the industrial chain, because it is difficult for a […]
Ningde era, a name that new energy car companies at home and abroad can’t get around. The 2022 annual performance forecast was recently announced, and the single-quarter profit exceeded 10 billion yuan for the first time, which made it a hot topic in the market. The achievements in financial data are inseparable from the lithium […]
Recently, 17 departments including the Ministry of Industry and Information Technology, the Ministry of Education, and the Ministry of Public Security jointly issued the “Robot﹢” Application Action Implementation Plan, proposing the development goals of manufacturing robots in 2025 and ten application scenarios for robots. The industry believes that the release of this policy means the […]