The lithography machine is not the biggest shortcoming that restricts SMIC

Recently, China's chip processing company SMIC has ordered the first state-of-the-art EUV lithography machine from ASML, the world's largest chip equipment manufacturer. The price of this machine is as high as 120 million US dollars. Then, the media reported that Changjiang Storage also purchased the ASML lithography machine, which cost about $70 million. However, this ASML sold lithography machines to SMIC and Changjiang storage, which has little to do with the common "China breakthrough, foreign release", and the lithography machine is not the biggest shortcoming that restricts SMIC. 20180530082751800.jpg TWINSCANNXE: 3400B EUV lithography machine. Screenshots from the ASML official website can buy EUV lithography machine and China's technological breakthroughs have not been a long-standing relationship , the Western countries in the high-tech field pursue a strategy, that is, China can not do a high degree of technical ban, or China can only buy at a high price . Once China can do it, it will immediately let go of sales, and often push the price of the product to the cost price of Chinese companies to attack Chinese companies. The most typical example is the high-performance computer of the year. In the development of the third generation of computers, China has a complete set of research and development capabilities of components to the whole machine. However, due to the martial arts in the 1980s, the development path of “making it better than buying” was chosen. After losing the ability of self-developed high-performance computers, the West began to ask for price. The former Bureau of Petroleum Industry Geophysical Exploration Bureau had spent huge sums of money to purchase a foreign mainframe. In the later stage of integration and maintenance costs, the other company actually opened a price of more than 10 billion. In the process of using the equipment, in order to prevent the leakage of the core technology of the machine, the equipment room adopts a fully transparent glass wall. Every move of the Chinese personnel is monitored by foreigners, even the startup password and the computer room key of the high-performance computer. To be controlled by foreigners. However, on the third day of the successful development of the Shuguang No. 1 parallel machine, the United States announced the lifting of the embargo on China for 1 billion computers. On May 11th, Shanghai Microelectronics held the 100th domestic high-end lithography machine delivery line and product delivery long-term advanced ceremony. A friend of the author linked this matter to SMIC's purchase of ASML photoresist, and believed that the breakthrough of the domestic lithography machine led SMIC to buy the EUV lithography machine. In fact, these two things have little to do with the lithography machine, which is divided into a front lithography machine and a rear lithography machine. The front lithography machine is known as the ASML lithography machine for chip manufacturing. The latter lithography machine is mainly used for chip packaging. In the news, Shanghai Microelectronics' customers are Changjiang Electronics, not SMICs such as SMIC and Hualiwei. Therefore, the so-called domestic high-end lithography machine is obviously a post-processing lithography machine, and it cannot compete with the ASML lithography machine. Naturally, there is no possibility that "China will break through and sell it abroad." SMIC has a certain gap with TSMC. After the emergence of the Falbess+Foundry model, TSMC, UMC and other manufacturers seized the opportunity to rise rapidly. Today, TSMC has become the leader of Foundry's leading players. Moreover, in terms of market share, manufacturers such as Grofund, UMC, Samsung, and SMIC are far behind. From the perspective of operating income and market share, TSMC is more than 10 times that of SMIC. As far as technology is concerned, TSMC has already mastered the 7nm process and is developing a 5nm process. SMIC is still struggling to increase the yield of the 28nm process, and it will take some time to break through the 14nm process. It is precisely because SMIC is not technically hard enough that Huawei, Xiaomi, Spreadtrum and other IC design companies have handed over orders to TSMC. Even if they use the 28nm process already mastered by SMIC, they will hand over the order to TSMC. Only in order to obtain a better development environment, Qualcomm sacrificed commercial interests in exchange for political amulets and handed the orders to SMIC. In the past, a voice on the Internet believed that SMIC was lagging behind TSMC because it was not able to buy ASML lithography machines. But in fact, SMIC's existing equipment is able to meet the needs of processing 14nm chips. Now that the 28nm yield is not going up, and it is too late to break through 14nm, the main obstacle is not the equipment, but the technology and experience are still a little bit of heat. These must be tempered by time and practice, not by introducing one or two equipments. fixed. Many netizens tend to use TSMC as a foundry that lacks technical content. However, this view is debatable. Even the most common mobile phones and computer foundries have a certain technical content. Maybe many people don't know, Qualcomm has also done mobile phones. However, even if Qualcomm is a company with a very technical set, the yield of mobile phone production lines is often only 70+%. This rate of publicity will definitely be jokes and despised by the Shenzhen factory. Later, Qualcomm found that it was more than 20 US dollars to make a mobile phone. The downstream machine factory made a mobile phone, and the chip sold the intellectual property fee to earn more than 20 US dollars. So I decided to switch the business model. Even mobile phone OEMs have so many doorways, not to mention the higher level of technology foundry. Many of the knowledge is explored in the long-term practice. It belongs to the kind that can only be said to be unspeakable. Get, some netizens should not be judged by emotions. 20180530082812263.jpg There are still some variables in whether SMIC employees can buy EUV lithography machines in Shanghai fabs. Although the West has entered into the "Wassenaar Agreement" and imposed strict technical blockade on China, capitalists can sell themselves for profit. Rope. In order to make money, some Western companies have strong incentives to sell some equipment or some non-tip technology to China. In this respect, European companies that have little contradiction with China are particularly prominent. For example, a European machine tool factory's advertising slogan in China has used "common progress with China Aerospace and China Airlines." It can be said that many companies in Europe have been more willing to sell their products to China. However, many business practices often end up in politics. The most typical example of this is the Chinese attempt to acquire the German Ai Siqiang company. Even if Ai Siqiang is very willing to sell, Ai Siqiang’s major shareholder also rebuked the German bureaucrat as a running dog in the United States, but still can’t get rid of the US government. fate. Once the US government intervenes, it is hard to say whether China can buy EUV lithography machines as scheduled. In addition, the introduction of EUV lithography machine is of little significance for SMIC to break through 14nm, and more is used to do related research on 7nm process. As for breaking through the 14nm process, it depends on whether Liang Mengsong can turn the rot into magic.

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