Although Bolang's domestic publicity is relatively simple, just some briefings and official website information updates, it still sparked heated discussions after the good guys discovered it.
Countless fucks are flooding the internet space.
Even though netizens have become more and more accustomed to Bolang's generosity, and even though they are prepared for Bolang's recent movements, netizens are still shocked.
Because since Xinghai 1 was born last year and performed very well on the chip, various domestic self-media have been marketing wafer factories, lithography machines, etc.
There are occasionally some overseas visitors or visitors from Taiwan who set the pace.
Therefore, domestic netizens suddenly paid great attention to this distant industrial field and started specializing in it.
Under relevant topics, English abbreviations such as DUV and EUV are often thrown out, or the Chinese word "deep ultraviolet extreme ultraviolet" is thrown around.
Then there are ASML, TSMC, nm, Arf, immersion and dry.
I will also throw out some relatively more pretentious things, such as the sorting standards of process processes. Since the new transistor structure FinFET (fin field effect transistor) emerged in 2011, the nm value of the process process has begun to be generally compared to the previous generation process.
7 comes out.
Mentioned that the currently noisy 20nm is just 28nm multiplied by 7, and the minimum pitch of transistors has not shrunk that much.
In fact, since the rise of FinFET technology, various process standards have gradually been defined based on commercial marketing orientation and the number of transistors per unit area.
The most typical example is Intel's 14nm+++, which has a very small gap with TSMC and Samsung's 7nm in terms of the number of transistors per unit area and basic size.
Because the transistor structure of FinFET is 3D, the minimum pitch decreases very slowly, and the number of transistors is still increasing after 3D. If manufacturers simply follow the original Moore's Law and reduce the size by half for process upgrades, they will not show technological progress.
, so it was defined by reducing the hypothetical two-dimensional size by half, and then the naming rules were gradually standardized.
Therefore, it is difficult to say that Moore's Law will die.
Even the 3nm and 2nm processes that were later promoted are still named after 7 equals 5≈3nm and 7 equals 1≈2nm.
In fact, TSMC’s minimum metal spacing in the 7nm period is 40nm, in the 5nm period it is about 36nm, and in 3nm it is expected to be 30~32nm. There is still a lot of room for distance from the physical limit of 1nm.
Anyway, there is some gap between the marketing needs of manufacturers and the actual scientific research limits.
To sum up.
Against this background, Star Semiconductor’s official announcement information update has also made the domestic Internet lively, with various discussions.
"Bolang really can't do anything. If it does, it's a big deal. It's directly on the national equipment production line. It's 80 billion. It's so cool."
"The key is that Xingkong Semiconductor has no shortage of users. With their production capacity, they only have 200 million chips a year, which is not enough to supply the Xinghai series!"
"Yes, yes, now Xinghai has mobile phones and tablets, and if nothing else goes wrong, computers will definitely be released this year. Coupled with the Galaxy chip, the production capacity will need to be expanded at least three or four times to be enough for its own use. It's awesome."
"But it's only 45nm. Isn't it a bit behind... No, no wonder the Shenlong M1 is a 40nm process. It's waiting here!"
"It is said that there has been a huge commotion overseas. Some overseas netizens believe that Star Semiconductor is provoking that agreement. America will definitely tighten its control. The photolithography machine is the most sophisticated embargoed equipment."
Compared with the heated discussion in China, which does not add fuel to the flames, the overseas Internet is indeed noisy.
Because the main areas over there, such as America, are all at night.
Moreover, there are too many rhythmic self-media platforms such as range, xiaochengshu, and Twitter, which exaggerate Bolang’s provocation to the peak.
It seems that in the next second, Bolang, who is restricted by regulations, will immediately break through the blockade, defeat Silicon Valley, and create the world again.
Bolang's core plot in overseas networks is not only for commercial purposes, but also for other purposes, mainly to create various conflicts of public opinion and ultimately achieve a certain degree of brainwashing.
Therefore, it is natural not to think too much or not to do too little.
The discussion over there is even crazier.
After all, there are a large number of overseas netizens with various starting points, including the rhythmic group in Wanwan, who are constantly talking from opposite sides, and the situation is getting more and more intense.
…………
Tuesday the 30th.
In the morning, Zhao Zhi, who is the acting CEO of Star Semiconductor, conducted some purposeful public affairs in accordance with various arrangements.
In conjunction with the domestic lithography machine that can support the 45nm process, it has officially entered the Starry Sky Semiconductor Phase I factory to promote it.
Countless informed and informed media gathered at the scene.
The flashlights are connected in one piece.
Some media even intentionally started live webcasts.
"Hello, audience friends, we are now at the Jiangxia Xingkong Semiconductor headquarters, witnessing the final core equipment of Xingkong Semiconductor's national equipment production line entering the factory."
"It is SSSArF independently produced by our country and has independent intellectual property rights.
900/45DUV
IC front-end manufacturing stepper scanning projection lithography machine."
"According to the equipment description, this type of photolithography machine can currently prepare 200mm or 300mm wafers, which is suitable for 8-inch or 12-inch wafer production lines. It can complete 45nm photolithography process into wafer manufacturing, and can complete 14nm wafers through multiple exposures at most.
The photolithography process is used for wafer manufacturing.”
"In addition to this type of IC front-end manufacturing lithography machine, other large-scale manufacturing equipment currently stationed in the Starry Sky Semiconductor Phase I factory, such as etching machines, back-end packaging lithography machines, cleaning machines, etc., are all domestic equipment."
"..."
It's basically a news introduction.
The key points are highlighted, and the non-key points are mentioned in Spring and Autumn Writing. For example, there is no mention that this production line is positioned as a test line, let alone that the photolithography machine is an experimental machine and is two different things from a commercial machine.
For a long time after entering this factory, this lithography machine was unable to produce stable output. Instead, it required a huge amount of resources and funds to debug and optimize, update and iterate.
To solve problems such as wafer production per hour, stability, accuracy, and even energy consumption.
To adapt to the needs of large-scale production.
After all, the commercial use of any industrial equipment involves basic parameters such as continuous and stable operation time, and laboratory products may not necessarily consider so many basic parameters, so...
In short, media that can conduct online live broadcasts at the scene all have mission requirements.
Moreover, the main scope of application is overseas markets, which requires more attention.
Nothing will happen.
After the excitement, Zhao Zhi and Tian Wenkai also took the initiative to accept on-site interviews with the media.
Reporter A: "Mr. Zhao, there was official news yesterday that your company has reached an investment agreement with Jiangxia Local Government. Jiangxia Local Government plans to invest 80 billion to expand the scale of your company's development. Let me introduce to you the specific aspects."
Zhao Zhi nodded while listening, and then replied: "In fact, because we are newcomers to the industry, the production capacity planning for the first and second phases of the project is not high. This is because Huahong and Hualiwei jointly participated in the construction."
"Now that the first phase of the project is about to be completed and put into trial operation, we have initially accumulated experience. Taking into account the huge demand in the wafer production market, including the own needs of our subsidiary Bolang Group, we have initially planned the third and fourth phases of the project.
The planned monthly production capacity is at least 100,000 pieces."
Reporter B: "Mr. Tian, your company's official news states that the production line currently under construction is domestically produced equipment, and the manufacturing process is adapted to the 45nm level. It seems difficult to meet the most advanced needs of the market. Can you explain it to us?"
Tian Wenkai replied calmly: "In fact, most of our production line equipment can be upgraded, and some of the equipment is even adapted to more advanced processes. The key equipment, the photolithography machine, is also upgradable. At present, we have a preliminary upgrade plan.
, it is expected to complete the production line upgrade to support the 28~20nm process before it is officially put into production next year, which will save a lot of time and cost."
Reporter C: "Mr. Zhao, can you elaborate on the third and fourth phase of the project plan? It is reported that the world's cutting-edge advanced technology has entered EUV lithography."
Zhao Zhi: “In fact, our fourth phase project is adapted to the EUV extreme ultraviolet lithography preparation process, and we have invested in research and development of EUV lithography production process manufacturing equipment, including EUV lithography machines, and the materials used;
Also includes some strategic investments;
Among them, we are working hard to promote the reorganization of Qixing Electronics and Northern Microelectronics;
This also includes our strategic investment in Mingyue Lenses, the only lens factory in China with no foreign investment background. The total investment is expected to be as much as 30 billion yuan in monetary value, and the first-phase investment value has also reached 2 billion yuan;
It also includes a strategic investment in Microelectronics, a manufacturer of assembly lithography machines...
All of this is to better enable the production line equipment of the third and fourth phases of the project to be made nationwide and more advanced."
"..."
This interview has limited questions.
Naturally, his answer was well prepared.
It can be clearly seen that there is an element of showing off muscles.
Let the audience understand that Xingkong Semiconductor, a subsidiary of Bolang Group, is not just as awesome as everyone sees, it is even more awesome.
Based on Bolang's current overseas market targeting, there is no doubt that it will create industry anxiety in overseas markets, and may even affect the mentality of executives of ASML, Zeiss and other manufacturers.
A photolithography machine is inseparable from lenses.
Without Zeiss, there would be no ASML EUV.
Naturally, Starry Sky Semiconductor would not choose Zeiss for national production, so it chose Mingyue Lenses, the only one among the three major domestic lens manufacturers that has no overseas background and also has a certain level of optical lens production.
With the crazy criticizing style that Bolang has shown so far, no one can say how much Bolang has been holding back.
In fact, Bolang chose Mingyue Lenses mainly to commercialize the optical lenses jointly researched by universities, and it does not really require Mingyue Lenses to invest too much in research and development funds.
The strategic investment is mainly to expand the scale of Mingyue Lenses and build related factories.
For example, it is currently clear that high numerical aperture (High-NA) lenses suitable for EUV lithography require new optical devices and new light source materials.
According to the progress of basic research, it has become clear that an optical system consisting of polished and ultra-smooth curved mirrors needs to be manufactured in a vacuum, and the manufacturing of this system requires a new large factory.
In this regard, neither small lens manufacturers like Mingyue Lenses nor large international manufacturers like Zeiss and Essilor are prepared.
…………
That afternoon.
It is reported that Seven Star Electronics has obtained approval from the China Securities Regulatory Commission for its strategic restructuring plan with Northern Microelectronics by issuing shares to purchase assets and raise supporting funds.
Subsequently, Beijing-based Qixing Electronics and Northern Microelectronics held a media conference to confirm the news.
Li Ze, who was in Beijing, attended the press conference on behalf of Bolang as a strategic investor.
The scene was very lively.
There is no way, because Bolang has made too many recent moves, all of which are hot news, and everyone wants to get a wave of traffic.
Especially the high-profile appearance of Li Ze, who is regarded as the public market spokesperson of Bolang Group, made everyone even more excited.
At the scene, relevant executives from Seven Star Electronics and Northern Microelectronics jointly announced a big news.
"It has been decided that after the reorganization we will form a new brand, Northern Hua Chuang..."
With the strong promotion of Bolang, the brand of Northern Huachuang was formed more than four years earlier than originally expected, which obviously greatly accelerated the development of the domestic semiconductor industry.
Although Li Ze attended the press conference, he did not mean to overwhelm the guests and the media at the scene did not stir up trouble.
The press conference was relatively smooth and successful.
One after another, major events gradually generate massive impact.
…………
Wednesday the 31st.
In Shanghai, Shanghai Microelectronics, an equipment manufacturer, conducted a small-scale official promotional update, which was quickly spread by good media.
"In order to prepare for the assembly of EUV lithography machines, our company plans to build a new super clean room with an area of more than 20,000 square meters..."
"Due to undertaking the national 02 major scientific and technological special task "Immersion Lithography Machine Key Technology Pre-Research Project", our company is carrying out 90nm
DUV lithography machine assembly production..."
"Due to the demand for Starry Sky Semiconductor, our company is simultaneously developing 28nm~7nm
DUV lithography machine assembly production..."
"..."
After this news was exposed, everyone naturally contacted the strategic investment and factory expansion plan that Zhao Zhi mentioned yesterday on behalf of Starry Sky Semiconductor, and they all said that Bolang really did not just talk about it, but went straight to the real deal.
ASML started construction of this super clean room to be built by Shanghai Microelectronics as early as 2007, also to welcome their first EUV R&D prototype.
It’s just that the size of ASML is only 10,000 square meters.
Since then, manufacturers such as Shenyang Tuojing and Kaishitong have successively updated their official website updates, and some new projects have been launched.
Later, some manufacturers or research units came forward and proposed some new construction plans, including some large factories and other facilities.
…………
In fact, judging from these sudden reports, Bolang itself is not only not targeting many companies in the semiconductor industry chain, but also very few.
Assuming that ASML's supply chain including Zeiss and others is counted as one, then supply chain manufacturers such as Shanghai Microelectronics, which is strategically invested by Bolang, and Mingyue Lens, which is strategically invested by Bolang, are the benchmark ASML.
Northern Huachuang's benchmarks are etching, thin film deposition, diffusion, cleaning and other links.
This is why Bolang has repeatedly strategically invested in Northern Huachuang's predecessors, Seven Star Electronics and Northern Microelectronics, because their products account for a high proportion of manufacturing equipment in wafer production, accounting for more than 60% of the total.
Secondly, Tuojing and other manufacturers benchmarked the remaining 40%.
While Bolang Group does not benchmark much as a whole, Star Semiconductor targets TSMC, Samsung Wafer Factory, etc. more.
Although Bolang Group has allocated many semiconductor upstream cooperative research projects to Star Semiconductor, and although Bolang has strategically invested in every aspect of the semiconductor industry, on the surface, Bolang is Bolang, and these manufacturers are manufacturers.
However, from a perceptible level, or from the perspective of downstream electronic products and software products, Bolang Group itself has gradually benchmarked against a large number of companies in Silicon Valley.
In terms of popularity, Silicon Valley roughly has major companies such as Apple, Google, Intel, Facebook, Tesla, Netflix, Cisco, Oracle, HP, and NVIDIA.
Apple's iPhone series and Mac series are benchmarked by the Xinghai series.
Google's browser and search engine are one of the aspects that Bolang does not currently have products for, and are already being planned.
Intel and Nvidia's various processors and fabs are benchmarked by the Star System respectively.
Facebook is benchmarked by Xiaochengshu+xiaochengshu.
Tesla is also one of the products that has not yet been launched, but it is already being planned.
Netflix is benchmarked against some of BTI’s products.
Cisco is a communications company, and its main business scope is switching and routing. This aspect is the business scope of Bolang Communications.
Oracle is the world's most well-known database manufacturer, and Bolang Labs and Nebula, a subsidiary of the Applied Internet Ecosystem, have conducted relevant research.
HP is an information technology company. Its main business is printers, personal computers, servers, and cloud. Bolang has planned business lines for these.
In other words, Wen Liang's initial bragging to Su Jian has gradually become a reality.
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Bolang's big move has brought major hot spots to the global network, ushering in August and... a new "fried fish".