The US might not be able to stop Chinese firms, including Semiconductor Manufacturing International Corp (SMIC, 中芯) and Huawei Technologies Co (華為), from making progress in chip technology, one of the semiconductor industry’s leading figures said this week.
SMIC and Huawei, which stunned Washington by unveiling a made-in-China phone processor, can use existing older machines to make even more sophisticated silicon, former Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) vice president Lin Burn-jeng (林本堅) said.
SMIC should be able to advance to 5-nanometer technology with ASML Holding NV machines that it already operates, said Lin, who at TSMC championed the lithography technology that transformed chipmaking.
Photo: AP
Huawei electrified the chip industry when it unveiled a 7-nanometer processor made by SMIC in the Mate 60 Pro, triggering celebrations in China and accusations in the US that a campaign to contain the country’s tech ascent had failed.
Yangtze Memory Technologies Co (長江存儲) is also producing some of the most advanced memory chips in the industry.
The administration of US President Joe Biden this month tightened curbs to close loopholes through which China might be accessing advanced US equipment, marking a new phase in a struggle to influence technologies crucial to the economic and political balance.
Yet that might not stop China’s technological ascent, said Lin, who is highly regarded in the industry for being the first person to propose immersion lithography, the technology that ASML’s core products rely on.
SMIC used ASML’s immersion lithography machines to make the 7-nanometer chip for Huawei, Lin said.
Beyond trying to reach the 5-nanometer milestone, it is likely that China would experiment with new materials or advanced chip packaging to make more powerful semiconductors, he said.
“It is just not possible for the US to completely prevent China from improving its chip technology,” Lin said in an interview at National Tsing Hua University in Hsinchu City, where he serves as dean of the semiconductor research college.
That echoed comments from Arm Holdings PLC chief executive officer Rene Haas earlier this month.
“What the US really should do is to focus on maintaining its chip design leadership instead of trying to limit China’s progress, which is futile, as China is adopting a whole-nation strategy to boost its chip industry, and hurting the global economy,” Lin said.
The US might have inadvertently granted Shanghai-based SMIC a golden opportunity, he added.
In 2020, Washington effectively banned TSMC — supplier of the world’s most advanced silicon to Apple Inc and Nvidia Corp — from doing business with Huawei.
That is when SMIC stepped up to inherit the massive orders that helped it to improve its manufacturing technique, Lin said.
A debate is now raging in the US and beyond about whether Washington and its allies should step up their Chinese containment campaign.
US Secretary of Commerce Gina Raimondo has said Washington does not have evidence that China can make advanced chips “at scale.”
US Under-Secretary of Commerce for Industry and Security Alan Estevez said it is “absolutely” a concern for Washington that China could use 7-nanometer technology — or better — in military applications.
Nvidia Corp’s demand for advanced packaging from Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) remains strong though the kind of technology it needs is changing, Nvidia CEO Jensen Huang (黃仁勳) said yesterday, after he was asked whether the company was cutting orders. Nvidia’s most advanced artificial intelligence (AI) chip, Blackwell, consists of multiple chips glued together using a complex chip-on-wafer-on-substrate (CoWoS) advanced packaging technology offered by TSMC, Nvidia’s main contract chipmaker. “As we move into Blackwell, we will use largely CoWoS-L. Of course, we’re still manufacturing Hopper, and Hopper will use CowoS-S. We will also transition the CoWoS-S capacity to CoWos-L,” Huang said
Nvidia Corp CEO Jensen Huang (黃仁勳) is expected to miss the inauguration of US president-elect Donald Trump on Monday, bucking a trend among high-profile US technology leaders. Huang is visiting East Asia this week, as he typically does around the time of the Lunar New Year, a person familiar with the situation said. He has never previously attended a US presidential inauguration, said the person, who asked not to be identified, because the plans have not been announced. That makes Nvidia an exception among the most valuable technology companies, most of which are sending cofounders or CEOs to the event. That includes
TARIFF TRADE-OFF: Machinery exports to China dropped after Beijing ended its tariff reductions in June, while potential new tariffs fueled ‘front-loaded’ orders to the US The nation’s machinery exports to the US amounted to US$7.19 billion last year, surpassing the US$6.86 billion to China to become the largest export destination for the local machinery industry, the Taiwan Association of Machinery Industry (TAMI, 台灣機械公會) said in a report on Jan. 10. It came as some manufacturers brought forward or “front-loaded” US-bound shipments as required by customers ahead of potential tariffs imposed by the new US administration, the association said. During his campaign, US president-elect Donald Trump threatened tariffs of as high as 60 percent on Chinese goods and 10 percent to 20 percent on imports from other countries.
INDUSTRY LEADER: TSMC aims to continue outperforming the industry’s growth and makes 2025 another strong growth year, chairman and CEO C.C. Wei says Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), a major chip supplier to Nvidia Corp and Apple Inc, yesterday said it aims to grow revenue by about 25 percent this year, driven by robust demand for artificial intelligence (AI) chips. That means TSMC would continue to outpace the foundry industry’s 10 percent annual growth this year based on the chipmaker’s estimate. The chipmaker expects revenue from AI-related chips to double this year, extending a three-fold increase last year. The growth would quicken over the next five years at a compound annual growth rate of 45 percent, fueled by strong demand for the high-performance computing
RSS