chips

Japan’s commitment to lead the chips industry is held on these three companies

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For Japan, as for South Korea, Taiwan, China or the US, the semiconductor industry has a strategic character not only because of the deep beneficial impact it has on its economy, but also by the impulse that gives its technological capacity. This is the context in which the Japanese government announced in the middle of last November A public plan that will injected into companies that are dedicated to the design and manufacture of chips no less than 325,000 million dollars within ten years. In addition, it prepares additional 65,000 million that seek to support the activity of local companies. There is no doubt that it is a very strong and more ambitious bet even than those designed by the US, China or Europe. Only South Korea prepare an economic investment of a similar size. The first reactions of Japanese companies have not been waiting. “We are working with our clients to develop technologies that teach four generations in the future.” These words of Nobuto DoiVice President of Tokyo Electron, are a declaration of intentions. However, before moving forward in this article it is important that we briefly review where Japan comes from. At the end of the 80s this Asian country dominated the global industry of the integrated circuits with an indisputable forcefulness. Nec, Toshiba, Hitachi, Fujitsu, Mitsubishi, Matsushita and other Japanese companies They monopolized in 1988 Nothing less than 50% of the chips industry. However, today none of these companies is positioned among the leaders of a sector dominated with iron fist by Taiwanese, American, Chinese, South Korean and German companies. Tokyo Electron: Japanese Asml This company is one of The pillars of the Japanese industry of integrated circuits. It is dedicated to the design and manufacture of lithography and waking -up equipment, so its machines often live together in the TSMC, Intel, Samsung, Micron Technology or SK Hynix plants, among other companies, with the teams of the Dutch company ASML or the American Apply materials. Its importance for Japan is such that it is currently one of the Japanese companies that are being backed by subsidies approved by the Japanese government. The new Tokyo Electron plant in Oshu will be intended for the manufacture of advanced team deposition equipment and logistics In fact, it is building several buildings in the prefecture of Miyagi that will presumably be completed in 2025. The most ambitious project that will address in these facilities will consist of the design and manufacture of some some WAFSMA TEACHING BY PLASMA Very advanced. They are precisely the machines that Nobuto Doi speaks in the statement that I have included in the second paragraph of this article. These equipment are involved in the definition of the pattern that will later be transferred to the wafer. The Japanese company Hitachi also has plasma wafering engraving machines, but the singing voice in this particular market has tokyo electron. Apparently the engineers of this last company are working side by side with their clients to develop solutions that, according to doi, four generations ahead will be positioned. However, its plan goes beyond the facilities of the Prefecture of Miyagi. And it is that Tokyo Electron is also building a new plant in Oshu, in the prefecture of Iwate, which will be intended for the manufacture of advanced wafering deposition equipment and logistics. We can be sure: Tokyo Electron is the Japanese Asml. Without it, the ambitious plan pergeted by the Japanese government for its semiconductor industry would not be viable. Rapidus Corporation: The spearhead of Japan The company that is destined to compete from you to you with TSMC, Intel or Samsung in the chip production market is Rapidus corporation. In fact, it has been expressly created to replace Japan at the forefront of integrated circuits. This is a very young company. It was founded on August 10, 2022 by the Japanese government with an initial capital of 7,346 million yen (just under 46 million euros) contributed by, and here comes the interesting, Sony, Toyota, Nec, Softbank, Kioxia, Denso, Nippon Telegraph and Mufg Bank. The initial capital invested in the constitution of this company is not very bulky, but there is no doubt that the companies that participate in it have an indisputable relevance in the sectors of technology, automotive and telecommunications. Rapidus is currently putting a circuit manufacturing plant integrated in northern Japan, in the city of Chitose (Hokkaido), in which it plans to produce 2 Nm semiconductor. The first prototypes of these chips are already readybut large -scale manufacturing will not arrive at best until 2027. Rapidus is making a chip manufacturing plant in northern Japan in which it plans to produce 2 Nm semiconductors What is causing the new Rapidus factory to monopolize the looks of the semiconductor sector is that, according to Atsuyoshi Koike, which is the president of the company, it will be completely automated. Its purpose is to resort to robots and artificial intelligence (AI) to tune an automated production line that will be specialized in the manufacture of 2 nm chips for AI applications. Its plan consists, in short, to produce integrated circuits faster, with a lower and more quality cost. To manufacture these semiconductors, equipment of extreme ultraviolet lithography (UVE) produced by the Dutch company ASML, and practically all manufacturing processes are automatic. However, the tests of test and validation, interconnection and packaging of the chips are still largely carried out manually in most manufacturing plants. According to Rapidus, its automation technology of all these processes will allow you to reduce the delivery time of your chips by 66% compared to the times they usually offer TSMC and Samsung. JSR Corporation: The photor resistance monopoly is in his hands There is a Japanese company that is indisputably leader in its specialty. It is little known outside the scope of the semiconductors, and yet it is one of the bastions of Japan. Is called JSR Corporation and specialized in the production of photorers. The photolithography equipment designing and produces ASML … Read more

The US wants to end the chips for the Chinese that are sold abroad. And China knows how to defend oneself

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The US Department of Commerce gave in the middle of this May A very important step forward in His offensive against Huawei’s business outside China. During the last weeks this Chinese company has presented two chips for artificial intelligence (AI), the Ascend 910d and the Ascend 920with which he seeks to occupy the holes in the Chinese market that will presumably leave Nvidia as a result of the latest sanctions to China deployed by the US. The American company led by Jensen Huang can no longer deliver to its Chinese clients Your H20 GPUand, precisely, Huawei aspires to get that market portion with its new chip ascend 920. The other GPU, the Ascend 910D chip, presumably delivers a performance comparable to that of the GPU NVIDIA H100so it aspires to consolidate as a solid alternative to the latter. The US cannot control the presence of Huawei in China, but has taken a very important step forward to cut off its presence outside its country of origin. The US is determined to prevent the sale of chips for Chinese outside China Frequently some readers ask us why the US has the power to prevent Asml, which is a company of the Netherlands, to sell its most advanced lithography teams to its Chinese clients. This right lies on a fundamental principle: the most advanced machines produced by ASML, such as its equipment of extreme ultraviolet photolithography (UVE) or deep ultraviolet (UVP) use US technologies. One of the most important is the innovation that allows these machines to generate ultraviolet radiation with adequate wavelength. If the US applies this regulation, China will activate its anti -senses law This is in essence the same principle that the US Department of Commerce has appealed to approve a resolution by which no country on the planet can buy the GPUs for the Ascend de Huawei. According to this American institution this Chinese company has produced these chips illegally using US technologiesso its export outside the borders of the country governed by Xi Jinping violates the export controls of the Department of Commerce. However, this is not all. And it is that last week the US government announced that this prohibition has acquired a global character, so it is no longer limited to the GPUs for Ia that produces Huawei, but affects all chips for the developed by Chinese companies. As expected, the Beijing Government He has taken it as an aggression. And has responded to the US with less moderation than on other occasions. His first measure has consisted of announcing that if the US applies this regulation, China will activate its anti -senses law. According to Xin QiangProfessor of the Institute of International Studies of the Fudan University, in Shanghai, “China’s countermeasures against this new chips restriction will impact US technology companies with large businesses in China (…) These technology companies They have a great influence in Washington“There is no doubt that the administration led by Xi Jinping has the ability to respond to its American counterpart. In fact, Qiang holds that “Beijing is essentially following US movements: you scales, I scall; you reduce, I reduce.” And we cannot ignore that China still has a margin to press the US and its allies hardening its export controls of critical minerals. Image | Moore Threads More information | SCMP In Xataka | In a low voice, China has begun to remove some tariffs from US products. Your concern: the chips

The US opted to veto the advanced chips of AI in China. The shot has come absolutely for the cylinder head

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In September 2022 the United States intensified its commercial war with China with a singular measure: prohibited export of advanced chips from AI to the Asian giant. That decision was aimed at protecting the innovation capacity of the United States and incidentally Zancadilla to China. Or try, because the truth is that the play has been a real pifia. Nvidia is suffering the consequences. The CEO of Nvidia, Jensen Huang, gave a talk in Computex in which critical strongly that measure and all that followed it. “Four years ago, Nvidia had 95% market share in China. Today is only 50%. The rest is Chinese technology. They have a lot of local technology they would use if they did not have Nvidia.” The veto has caused the opposite effect. Huang continued to say that those measures They have caused just the opposite that was intended. Instead of leaving China back in the field of technological innovation, they have awakened it. “Export controls have provided them with the spirit (to innovate), and government support has accelerated its development. Our competition is intense in China. “ The H20 chip has been a ruin for Nvidia. The last of the examples of this disaster we have In the H20 chipa “trimmed” and less capable version of its most advanced chips that was developed precisely for the Chinese market. Although During all 2024 Nvidia was allowed to export that chip to China, in April the US government prohibited these sales. That caused some losses of 5.5 billion dollars In Nvidia, a hard blow from which they now try to recover with A new version that Not even It will be based on Hopper architecture. USA should back. For Huang, the strategy is the wrong one: “If the US wants to stay ahead, we need to maximize and accelerate the diffusion (of our technology), not limit it.” The Government prepares the review of the “AI DIFFUSION RULE” issued by Biden in January 2025. This regulation further restricted exports to China of Hardware and AI software. CUDA, also threatened. The hardware is no longer the problem, but there is an important one with CUDA, the NVIDIA ecosystem that is absolute reference for solutions of IA software solutions. Huawei has an alternative called Cann, but there are several Western companies that also want to get rid of the domain of CUDA. Among them are Intel, Openai and of course, AMD, that in fact It has technically higher chips to those of Nvidia but that actually behave worse for having lower software. But China goes to yours. The striking thing about all this is that the US strategy has caused a spectacular effect in China, where the development of “very socialist” models It is now overwhelming – Deepseek R1 is the clear example. But they are also making surprising chips Like Huawei’s Ascend 910ccomparable to the almost mythical Nvidia H100. The thing does not end there: they are already preparing the deployment of The new ascend 910dwhich is supposed to even go further. Image | Nvidia | Dominic Kurniawan In Xataka | There is a great threat to the US if you send thousands of advanced chips from AI to the Middle East. That end in China

Japan cannot afford your most valuable company in the chips industry. And is mired in debts

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JSR Corporation is a company extraordinarily valuable for Japanalthough not in a strictly economic sense. And this company constitutes with Tokyo Electron, RapidusCanon and Nikon The spearhead of the Japanese chips industry. Japan needs them. It necessarily needs these companies to be competitive if you want to recover the relevance that it had decades ago in the already flourishing semiconductor industry. At the end of the 80s Japan dominated the integrated circuit industry With an overwhelming forcefulness. Nec, Toshiba, Hitachi, Fujitsu, Mitsubishi, Matsushita and other Japanese companies monopolized in 1988 no less than 50% of the chip industry. However, today none of these companies is positioned among the leaders of a sector dominated with iron fist by Taiwanese, American, Dutch, South Korean and German companies. Despite its world leadership JSR Corporation is spending trouble This company has something that the other companies that I have mentioned in the first paragraph of this article lack: it holds the monopoly of a crucial sector of the chips industry. This is actually what makes it so valuable to Japan beyond its economic results. And it is that JSR specializes in the production of photorers. Photolithography teams that Design and produce ASML They are responsible, very broadly, to transfer the geometric pattern described by the mask with a lot of precision to the surface of the silicon wafer. In this area we can observe the pattern as the “drawing” that delimits the distribution of transistors, connections and other elements that make up an integrated circuit. However, before reaching this important step it is necessary A process known as deposition. Equipment manufactured by Tokyo Electron either Apply materials. Its purpose is to prepare silicon wafers for the transfer of the geometric pattern by depositing a fine material of material on them. During the last two decades all companies specialized in the production of photorestoning materials have been Japanese Depending on the type of chip that is being manufactured it will be necessary to use one material or another. One of the most used deposition techniques is known as oxidation, and consists of taking advantage of the silicon’s ability to form a fine oxide layer when reacting with water. Its purpose is to protect transistors and other components of external pollution chips. However, before carrying out the transfer of the geometric pattern to the wafer using a lithography equipment it is necessary to pour a liquid capable of absorbing the light and preserving the pattern. This is the function of the photorersista fluid. During the last two decades all companies specialized in the production of photorers have been Japanese. In fact, Japan since then has the monopoly of this market, which It is currently led by JSR Corporation. This company supplies its photorestoning liquids to most semiconductor manufacturers with which we are familiar, such as TSMC, Intel, Samsung, SK Hynix, Micron Technology or Texas Instruments, among many others. The surprising thing is that despite the domain it exerts on the market of photorers, JSR is not going well. In 2024 the investment company Japan Investment Corp. bought it for 6,000 million dollars with the purpose of consolidating its growth, but has closed the last fiscal year in March 2025 with losses of 1,450 million dollars. This bad result has had consequences. The company’s board of directors has been completely replaced as the most responsible for an economic result that is not at all in line with the position that this company holds in the market. However, analysts say that the problem does not reside in the photorriving business; JSR’s bad economic results have been triggered by their subsidiary specialized in The development and manufacture of biopharmaceutical and medical diagnosis products. The new directive dome plans to sell a part of this division to the Japanese company Tokuyama Corp. for approximately 570 million dollars with the purpose of cleaning up its accounts. We will see what happens, but what does not admit discussion is that JSR has a leading role in Japan ambitions linked to the semiconductor industry. More information | Reuters In Xataka | Japan has taken the carrier to dominate the chips industry. Prepare a 325,000 million dollar plan

TSMC is going to upload the price of its chips wafers 10% in 2025. And users will not be able to dodge this blow

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Just a week ago we told you that Nvidia has decided Increase the price of your GPU for games between 5 and 10%. And that of his chips to artificial intelligence (AI) up to 15%. This decision is the result of The multiple crises to which the company led by Jensen Huang and a business strategy that seeks to protect its benefits in a moment of uncertainty. But first of all it has been promoted by the increase in TSMC prices. This Taiwanese semiconductor manufacturer, The Major on the Planethas increased the price of its most advanced nodes and its customers will spread this increase throughout the entire production, distribution and sale chain. Nvidia is one of them, but it is important that we do not overlook that in the TSMC client portfolio they also break through Apple, AMD, Qualcomm, MediaTek, Broadcom or Intel, among many other companies. The TSMC leadership position protects its competitiveness from price increases It is a fact: TSMC is going to raise the price of your wafers by 10% for 2025. This information It has been circulating for several weeks by the Asian media specialized in the semiconductor industry, and at the situation of current uncertainty that has triggered the commercial warfth that Eeuu and China is perfectly credible. It is not yet clear what nodes will be affected by the climb, but it is reasonable to assume that little by little it will reach all TSMC avant -garde integration technologies. Presumably the US government will activate in July, after a 90 -day suspension, its tariffs on imported chips This context invites us to ask ourselves what has caused CC Wei and the directive dome of this company to make this decision, and in all likelihood there is no single reason. However, and from this we can be safe, TSMC, NVIDIA and most of the companies directly involved in the semiconductor industry foresee that The US government will activate in Julyafter a 90 -day suspension, Your tariffs on imported semiconductors. As we have just seen, many of the TSMC clients are US companies. This Taiwanese company is developing Your production infrastructure Within the US with the purpose of protecting their administration tariff business, but for the moment almost all its integrated avant -garde circuits leave their Taiwan plants. And future tariffs will increase them when entering the US. In addition, make chips in the country led by Donald Trump It’s more expensive than doing it in Taiwanso it would be unrealistic to assume that The price of wafers TSMC will moderate when its new Arizona plant begins to manufacture large circuits integrated in the N4 node (5 Nm) on a large scale. Image | TSMC More information | Phone Arena In Xataka | TSMC is willing to take control of Intel chips factories. What you don’t want is to do it alone

China is about to have the ability to make 5 Nm chips, although it faces a difficult solution problem

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SMIC (Semiconductor manufacturing international corp), the largest Chinese semiconductor manufacturer has been working on the development of Your own 5 nm photolithography. In early February 2024 the newspaper Financial Times He said he had access to two experts in the integrated circuit industry who defended that this company was finalizing the refinement of their semiconductor manufacturing processes in their machines deep ultraviolet lithography (UVP). Its purpose was to have the necessary technology to make 5 Nm chips massively before the end of 2024, although it did not succeed. If its 5 Nm chips had already been successful in this project, the first Huawei devices or any other SMIC client equipped with this type of integrated circuits would have even seen the market. Be that as it seems, now, this technology is ready. The challenge facing SMIC is the performance by wafer According to Dr. Kiman expert in the manufacture of integrated circuits who has worked in Samsung and who currently investigates for TSMC in the US, SMIC is about to start the production of 5 Nm chips. It is perfectly credible because, as we have just seen, we know with certainty that this company has been working on this technology for several years. And, in addition, Dr. Kim is a reliable source. However, this expert has pointed out something crucial that we should not overlook: the performance per wafer that SMIC has currently achieved in its 5 Nm nodes is less than 30%. An incipient integration technology usually moves in the orbit of 50% performance per wafer When semiconductor manufacturers produce a chip wafer, some of those nuclei do not work properly. It is normal. When they launch a new lithographic node, their performance by wafer usually has a margin of broad improvement, but little by little, as engineers refine their integration processes, This parameter improves. A mature lithography can deliver to integrated circuit manufacturers a very high performance, but an incipient technology usually moves in the orbit of 50% performance, so only half of the chips produced work correctly. The problem is that for an integration technology to be profitable from an economic point of view, its performance by wafer has to be At least 70%. And, as we have just seen, Dr. Kim argues that the SMIC 5 NM node is below 30%. It is objectively a very poor performance, but we know what this low figure explains: the technique used by this manufacturer to produce these semiconductors. It is known as Multiple patterningand SMIC has used it for more than a year and a half to make 7 NM chips for Huawei and other customers. This strategy consists in transferring the pattern to the wafer in several passes with the purpose of increasing the resolution of the lithographic process. It works, but is responsible for wafer performance is clearly improvable. SMIC engineers have been forced to resort to Multiple patterning because The US and Netherlands sanctions They prevent Asml from selling their extreme ultraviolet lithography equipment to their Chinese customers, which are the ideal to make chips of 7 nm or less. With the UVP machines that SMIC has, it will be very difficult for wafer performance to be optimal, so in all 5 Nm integrated circuits they will be scarce and expensive. The definitive solution to this problem for SMIC, Huawei and the other Chinese companies that are dedicated to semiconductors inevitably goes through developing their own UVE lithography teams. They are in it. Image | SMIC More information | Dr. Kim In Xataka | The US has declared the total war on Huawei: he does not want him to sell his chips for the most advanced outside of China

There is a great threat to the US if you send thousands of advanced chips from AI to the Middle East. That end in China

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These days we have seen how Donald Trump has reached a series of unique agreements with countries in the Middle East. In them the protagonists are the advanced chips of AI that the US will export to Saudi Arabia or United Arab Emirates. The problem is who will really use those chips. Data centers in the desert. These countries announced projects for the construction of large data centers, although It is not too clear that they can complete them or that their dimension is what they promise. Even so, the agreements are very significant and promise the sale of thousands of Nvidia or AMD chips that will end up arriving in the countries of the Middle East. Internal doubts. As they point out in Bloomberg, some members of the Donald Trump administration are trying to slow these agreements. In the opinion of these politicians, the United States has not imposed enough barriers to prevent these chips from ending where they should not. China. According to that newspaper, agreements include clauses that theoretically They prohibit China You can access these chips through countries in the Middle East. However, US government officials believe that there have been too many details without closing and that the agreements should not be announced without being totally defined in that and the rest of the senses. Middle Chinese relationships. The company that leads in AI in the United Arab Emirates is G42, and the problem is that this company has historical ties with Huawei. It is true that it ended theoretically cutting those ties To get close to US companies much morebut there are suspicions by some US government officials about whether there is still a relationship with China. And there are other risks. Trump’s policies were supposed to reserve the vast majority of these most advanced AI chips for this country, but this agreement raises a danger: that Middle East nations have access to toe technology would give them an important competitive advantage. But better to make the agreements than them. Sources close to the situation reveal that if the US does not reach these agreements, those countries – and others in the future – could reach those same agreements with China. The Asian giant has been advancing in the development of AI chips, and although it still cannot compete with those of the US, its proposals They are increasingly promising. A strategic issue. David Sacks, advisor to AI for the White House, is the one who defends that argument the most. That would allow to avoid or at least mitigate the phenomenon of “shrinking” of the US advantage over China in advanced chips. It is something that Jensen Huang has spokenCEO of Nvidia, who believes that with all the measures to prevent China from having access to those chips what has ended up causing is that this giant activates its machinery to get rid of the dependence he had of the US. The great winner. Meanwhile, the truth is that Nvidia will be one of the great beneficiaries of the agreement, because it has closed an agreement with Saudi Arabia valued at $ 7,000 million. The impact on Nvidia’s shares has been immediate: the company’s stock market capitalization grew by 12,000 million dollars in a single afternoon. Image | The White House In Xataka | The United States prevents Huawei from manufacturing more Windows PCs. Your answer: launch your first laptop with Linux

He does not want me to sell his chips for the most advanced outside of China

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The US Department of Commerce has taken a very important step forward in his offensive against Huawei’s business outside China. During the last weeks this Chinese company has presented two chips for artificial intelligence (AI), the Ascend 910d and the Ascend 920with those who pursue occupy the holes in the Chinese market that presumably will leave Nvidia as a result of the latest sanctions to China deployed by the US. The American company led by Jensen Huang can no longer deliver to its Chinese clients Your H20 GPUand, precisely, Huawei aspires to get that market portion with its new chip ascend 920. The other GPU, the Ascend 910D chip, presumably delivers a performance comparable to that of the GPU NVIDIA H100so it aspires to consolidate as a solid alternative to the latter. The US cannot control the presence of Huawei in China, but has taken a very important step forward to cut off its presence outside its country of origin. The US is using the most powerful tool you have: its patents Frequently some readers ask us why the US has the power to prevent Asml, which is a company of the Netherlands, to sell its most advanced lithography teams to its Chinese clients. This right lies on a fundamental principle: the most advanced machines produced by ASML, such as its equipment of extreme ultraviolet photolithography (UVE) or deep ultraviolet (UVP) use US technologies. One of the most important is the innovation that allows these machines to generate ultraviolet radiation with adequate wavelength. According to the Department of Commerce, Huawei has produced these chips illegally using US technologies This is in essence the same principle that the US Department of Commerce has appealed to approve a resolution by which no country on the planet You can buy the GPU for the Ascend de Huawei. According to this American institution, this Chinese company has produced these chips using US technologies illegally, so its export outside the country borders governed by Xi Jinping violates the export controls of the Department of Commerce. In practice, the US will cost the commercial flow of the GPUs for Huawei out of China, especially when these semiconductors go to allies of the latter country. Its strategy to exert pressure on countries interested in getting the Huawei chips is to announce fines, the possibility of revoking export rights, and even establishing criminal consequences. However, the Department of Commerce has not banned the circulation outside of China of All GPUs for Huawei. The chips ascend 910b, 910c and the imminent 910d are prohibited, but the ascend 910 that TSMC produced Legally for Huawei in 2019 and 2020 it can circulate on the planet with freedom. Image | Huawei More information | US Department of Commerce In Xataka | In a low voice, China has begun to remove some tariffs from US products. Your concern: the chips

Samsung’s survival in the chips industry is in the hands of its 2 nm technology

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2025 will be the year of 2 Nm semiconductor. The three largest manufacturers of integrated circuits, TSMC, Intel and Samsung, will start the mass manufacture of these chips before the end of this year, but The starting position Of these three companies it is very different. Taiwanese TSMC leads the semiconductor production market with A fee close to 60%has a well -assorted and stable client portfolio, and Your accounts are enviable. Intel and Samsung, however, are in a much more compromised position. The American company currently led by Lip Bu-Tan is trying overcome a very bad economic streak reducing their expenses and developing its technology with the purpose of increasing its competitiveness. Samsung, meanwhile, is also going through a complicated stage, as we are about to check. In any case, for these last two companies Its 2 nm technology It is his real lifeguard. Good news for Samsung: has reached a 50% wafer performance in 2 Nm These statements made in the middle of last March by Han Jong-Hee, Samsung general co-director, They diagnose with precision What is happening to this company: “First of all I sorry for the fact that the performance of our actions has not met their expectations. In the last year our company has not correctly responded to the semiconductor market for artificial intelligence (AI), which quickly evolves. “ “Our technological advantage has been compromised in all our businesses. It is difficult to see that efforts are being made to boost great innovations or assume new challenges” This Mea guilt It is aimed at the company’s shareholders and expresses that the directive dome recognizes not having made the right decisions in recent years. “Our technological advantage has been compromised in all our businesses. It is difficult to see that efforts are being made to Promote great innovations or assume new challenges. There are only attempts to maintain the status quo instead of generating disruptive changes “, Pray an internal statement Written by Jay Y. Lee, the president of the company. However, this is not all. Samsung has led for more than three decades the industry of integrated dram memory circuit LEADS THE HBM Chips Market so much (High Bandwidth Memory) that work side by side with the GPUs for the The one of the DRAM memories. In current circumstances it is evident that Samsung needs to trace as soon as possible. And it seems that it is in it. At the beginning of 2025 several South Korean media anticipated that Large scale manufacturing of 2 nm chips It had already begun In the company’s South Korean plants. However, this does not mean that Samsung already has everything tied. Chips manufacturers need the candle performance of their avant -garde nodes is at least 70%and, according to the South Korean newspaper Munhwa Ilbothis company currently moves in the range of 40 to 50%. There are still more than seven months to finish 2025, and presumably Intel and TSMC still do not produce integrated circuits in a massive way Your nodes 18a and n2 respectively, so in theory Samsung carries a positive inertia. We will see what happens finally, but there is no doubt that this year we will bring us strong emotions in the scope of the semiconductor industry. Image | Samsung More information | Munhwa Ilbo In Xataka | This is the chips war: a former SK Hynix employee is suspected to deliver stolen technology to Huawei

China’s big problem with chips is its difficulty to go beyond 7 Nm. Huawei’s new megaphabic confirms it

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China is doing everything in your hand to achieve total independence of its semiconductor industry. The commercial and technological war that sustains with the US prevents the country of Xi Jinping access to the manufacturing equipment of Most advanced integrated circuits that produces The Dutch Company ASML. And this in practice does not allow Chinese manufacturers, such as SMIC or Hua Hong Semiconductor, produce integrated avant -garde circuits easily. In the previous paragraph I have used the adverb “easily” intentionally because, in reality, China is manufacturing avant -garde semiconductors. They are doing it At least SMIC and Huawei using, as we have explained in other articles, a lithography technique known as Multiple patterning. This strategy in broad strokes consists in transferring the pattern to the wafer in several passes with the purpose of increasing the resolution of the lithographic process. His problem is that he usually has an upward impact on the cost of chips and the decline in production capacity, although it works. In fact, the most advanced chips we can find in the last smartphones and hardware for artificial intelligence (IA) more sophisticated in Huawei have been manufactured using the technique of Multiple patterning with the purpose of reaching 7 Nm. However, presumably this Chinese company will produce Your new GPU for the Ascend 920 During the second half of 2025 using 6 Nm integration technology. Satellite images show the huge complex that Huawei is building A little over a year ago, in February 2024, the newspaper Financial Times said having had access to the statements of two experts who defended that SMIC was finalizing the refinement of their semiconductor manufacturing processes in their deep ultraviolet machines (UVP). Its purpose, according to this source, was to have the necessary technology to manufacture Integrated 5 nm circuits Massively before the year 2024. For SMIC and its clients, among which Huawei is, this would be a very important achievement. Huawei is trying to develop its own integration technology to go beyond 6 and 7 nm However, Huawei’s 5 NM socates have not yet appeared. The chip Kirin 9010 which has happened to the 9000S model is also being manufactured in the 7 NM SMIC node using The technique of Multiple patterning. We can find this soc, for example, in the new triple folding of Huawei, the Mate XT Ultimate Designwhich we tried during the latest edition of the Mobile World Congress in Barcelona. Anyway, we can be sure that Huawei is trying to develop its own integration technology to go beyond 6 and 7 nm. In addition, it has the support of the Chinese government. In fact, Financial Times He has achieved photographs taken from a satellite in which it is possible to see a titanic manufacturing complex of integrated avant -garde circuits that Huawei is building in Shenzhen. It is meritorious that a single company is trying to develop all the links in the semiconductor supply chain and AI, As Dylan Patel arguesthe founder of the semi -health consultant, but There is a problem. And is that according to Eleanor Olcottthe Financial Times correspondent in China expert in technology, this megaplant of chips production aspires to manufacture integrated 7 nm circuits destined for smartphones and hardware for Huawei. If this information is confirmed, it will be evident that this company is still anchored at 7 Nm, although it is important that we do not overlook that this semiconductor production plant will presumably belong to Huawei. Until now, its 7 Nm chips were manufactured by SMIC, but it seems that in a short time this company will have the ability to produce its own avant -garde circuits. It is only a matter of time that finally the barrier of the 6 and 7 nm is shot down. Image | Huawei More information | Financial Times In Xataka | TSMC acknowledges that it has been considered taking its factories out of Taiwan. It is impossible for a good reason

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