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SMIC, the leading foundry in mainland China, became Huawei’s second place and was included in the US export blacklist Who can save SMIC at this stage? According to experts in the semiconductor industry, SMIC ushered in Jiang Shangyi as its vice president. There are two big calculations behind this. One is that Jiang Shangyi can assist in the procurement of extreme ultraviolet (EUV) equipment; second, under US sanctions, it will switch to the development of chiplets (Chiplet). ), advanced packaging can open a new path.
The US Department of Commerce announced on the 18th that it would include 80 land-based companies, including SMIC, on the list of entities. US companies will not be able to sell process technology of 10 nm or less to SMIC without obtaining a US license in the future.
In response, SMIC responded on the 20th that the listing of entities does not have a significant adverse impact on the company’s short-term operations and financial conditions, but does have a significant adverse impact on research and development and building advanced technologies capacity of 10 nm or less. It will continue to cooperate with the United States. Communicate and take all feasible measures according to the situation, actively seek solutions and strive to minimize adverse effects.
SMIC Co-CEO Liang Mengsong revealed in his resignation statement a few days ago that the development of SMIC’s 7-nanometer technology has been completed and trial production is expected to begin in April 2021. Now the latest US ban Equivalent to blocking SMIC’s technology upgrade and high-end chip production in one go.
Digitimes reported that the semiconductor industry said that SMIC, which has been sanctioned by the United States, cannot afford EUV and the equipment and materials of major American companies, and that the top priority is to find another way to survive. Therefore, SMIC President Zhou Zixue welcomes Jiang Shangyi and sacrifices Liang Mengsong, the driving force behind SMIC’s technological advancement. It is also a compelling decision.
In fact, Zhou Zixue wanted to use Jiang Shangyi’s good relationship with ASML, a leading Dutch semiconductor manufacturer, to help SMIC introduce EUV and other equipment. During Jiang Shangyi’s tenure as CEO of Wuhan Hongxin in 2019, he introduced the first high-end ASML lithography equipment, which was said to be used to produce advanced processes of 14 nm or less.
On the other hand, when Jiang Shangyi decided to join the SMIC camp again, he also revealed that he is very excited about the advanced packaging technology and chiplets. “It will be easier to achieve your ideals at SMIC.”
The report noted that SMIC also understands that the United States will not give up anytime soon, so SMIC’s process technology has an opportunity for advanced development. It currently stands at 14nm and can continue to support it with the blessing of large domestic orders. .
SMIC was placed on the commercial blacklist and what to do next has become the focus of the global industry. In the future, ASML support is without a doubt the best. At this stage, rather than being hijacked by the United States, it is better to actively turn to Chiplet, and the development of advanced packaging is also a way to survive.
(Zhongshi News Network)
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