Although SMIC has successfully produced 5nm wafers with its DUV machines, mass production has been hampered by high costs and low yields. These obstacles have also negatively affected Huawei, preventing the company from moving beyond 7nm technology. But things are looking up as SMIC is gradually moving towards its own EUV machines made in China.
ASML's EUV machine is the size of a bus
According to the latest report, SMIC is expected to start trial production of customized EUV machines in Q3 2025. These machines will use laser-induced discharge plasma (LDP) technology, different from ASML's laser-induced plasma (LPP).
Mass production of China’s own EUV machines could begin in 2026, with simpler and more energy-efficient designs, which would help China reduce its dependence on companies affected by the US ban and give it a competitive edge.
EUV Machine “Made in China” Revealed for the First Time
Images shared on social media accounts recently show a new system being tested at Huawei's Dongguan facility. A research team from Harbin Provincial Innovation has developed an electric discharge plasma technique that can produce EUV light with a wavelength of 13.5nm, meeting market demand.
Leaked image is said to be of Chinese EUV machine preparing for testing
The process involves vaporizing tin between electrodes and converting it into plasma through a high-voltage discharge, with electron-ion collisions creating the required wavelength. Compared to ASML's LPP, the LDP technology is said to have a simpler, more compact design, consume less power, and have lower manufacturing costs.
Before these trials began, SMIC and China were still relying on older DUV machines that used 248nm and 193nm wavelengths, which were far inferior to EUV’s 13.5nm wavelength. Because of this limitation, SMIC needed to achieve multiple patterning steps to achieve advanced nodes, which not only increased wafer manufacturing costs but also extended lead times, leading to huge bills. As a result, SMIC’s 5nm chips would be 50% more expensive than TSMC’s when produced on the same lithography technology.
Currently, Huawei is limited to developing its own Kirin chips on the 7nm process, while the company can only make minor adjustments to improve the capabilities of new SoCs. If China succeeds in developing advanced EUV machines, Huawei could close the gap with Qualcomm and Apple and bring much-needed competition to the semiconductor industry.
Source: https://thanhnien.vn/trung-quoc-san-sang-cho-may-in-thach-ban-euv-cay-nha-la-vuon-185250310223353963.htm
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