‘Ikea hack’ older ASML machines
When the United States intensified the trade war with China wearing Huawei as a scapegoattriggered a fierce technological advance by the Asian giant. After the veto of Huawei Bans came to the Chinese semiconductor industry, and one hurt more than the others. ASMLleading European manufacturer in advanced machine manufacturing of deep ultraviolet lithography (or UVP), could not sell its best equipment to Chinese companies. Those of extreme ultraviolet or UVE, specifically. These machines are what the different chip manufacturers use to create their products and the industry depends on them. Think of these SVU machines as a gigantic 3D printer: Silicon wafers are their raw material and on them they “print” the circuits necessary for the processors to work. What’s special about ASML machines is that they are able to print those patterns with a precision impossible for any other machine. With the American veto, and with ASML being the only company with the exclusive technology to create this “printing” process, China had a difficult time advancing not only in its consumer chip industry, but in the rampant race of artificial intelligence. However, Chinese companies They are making progress by tricking the machines of ASML that they had obtained before the blockade. With Huawei and SMIC at the helm, they are pushing the machine and achieving the unthinkable with old equipment. The ‘Ikea hack’ of ASML lithography machines One of the concepts that I like the most in interior decoration is the ‘Ikea hack’. It consists of buying a generic Ikea piece of furniture and transform it into one with more personality and even different functions. It is maximizing the potential of a simple and known structure. A 3D printer, but in a brutal way They are doing something similar from SMIC. A couple of years ago it was a company whose name came to the fore almost daily. No wonder: It is the spearhead of the Chinese semiconductor industry and the one that provoked the wrath of US regulators when they realized that they had not finished off Huawei after the veto. Somehow, SMIC had been able to make 7nm and even 5nm chipsa lithograph outside the reach of the machines that China had. He Huawei Mate 60 Pro Kirin 9000S marked the rebirth of the company’s mobile phonesand the surprising thing is that SMIC I had created it with old machines such as the Twinscan NXT:2000i or the Twinscan NXT:1980i. They were UVP machines acquired before the veto. And, although ASML could not sell new material or make updates that improved the base features of those machines, they could provide support. The issue is that these machines were not designed to create integrated circuits as cutting-edge as those manufactured by TSMC, Samsung or Intel, but the ‘Ikea hack’ by SMIC and Huawei to have 7nm chips is the ‘multi-patterning’ technique. In simple terms, this technique involves having the UVP machine make multiple passes at a single point on the silicon wafer to create denser chips. What an EUV machine would do in a jiffyit takes more time and passes to a UVP because the lenses and lasers that “print” the circuits are less precise. “Chinese factories have made impressive progress without full access to the best equipment that others in the sector, such as TSMC or Samsung, have” – Dan Kim, director of strategy at TechInsights As we read in Financial Timesthe TecnInsights analysis group estimates that SMIC has been perfecting the multi-patterning technique beyond the 7 nm process during these years and that Huawei’s Kirin 9030 processor It is the most advanced created by China to date. The achievement is that: they have done it with obsolete machines. Now, despite the trick of SMIC and Huawei, the process has its problems. To start, the obvious: More passes means more manufacturing time than what it would take a more advanced or SVU machine. But also something more serious: the ‘yield’. This concept applies to the percentage of functional chips obtained from a wafer. They are, in short, forcing the machine. And that translates into more time per chip, more probability of a chip being defective and, in total, higher production costs. China’s ‘Manhattan Project’ Now, and as they point out in the Financial Times, although China does not have extreme ultraviolet photolithography machines, they do have some of the latest, most advanced machines from the previous generation of UVP: the 2050i and 2100i. Were sent by ASML before the veto September 2024 will come into effect, and the United States Bureau of Industry and Security he has a fly behind his ear. A silicon wafer One of the arguments to veto the sale of ASML equipment to China is national security. These advanced chips are introduced in consumer technology, but also in military technology. And, according to the FT, the US administration has been investigating what kind of support ASML has provided to Chinese customers, even considering the possibility of tightening maintenance standards for machines that manufacturers already had. In any case, China continues to push this technology. and in Reuters they go further: a group of former ASML engineers who now work in Chinese companies have managed to decipher the secrets of the Dutch company’s most advanced machines through reverse engineering. As if it were the Chinese version of the Manhattan Project With which the United States built its atomic bomb in World War II, Chinese engineers would have used ASML machine parts available in “alternative” markets to develop more advanced technology than what they officially had at their disposal. ASML CEO stated that China would need “many, many years” to develop that technology, but if they have already managed to decipher the secrets of the SVU machines with reverse engineering, the movie changes completely. There are other difficulties, since the lenses used in UVE machines are Extremely accurate and proprietary from Zeisswhich cannot officially sell to Chinese manufacturers either. According to Reuters, the prototype created by these engineers is capable of generating light in the … Read more