Thursday, July 21st 2022
Chinese SMIC Ships 7 nm Chips, Reportedly Copied TSMC's Design
The Chinese technology giant, SMIC, has managed to advance its semiconductor manufacturing technology and shipped the first 7 nm silicon manufactured on China's soil. According to analyst firm TechInsights, who examined the 7 nm Bitcoin mining SoC made for MinerVa firm, there are doubts that SMIC 7 nm process is somewhat similar to TSMC's 7 nm process. Despite having no access to advanced semiconductor manufacturing tools, and US restrictions placed around it, SMIC has managed to produce what resembles an almost perfect 7 nm node. This could lead to a true 7 nm logic and memory bitcells sometimes in the future, as the node advances in SMIC's labs.
Having done an in-depth die analysis, the TechInsights report indicates that TSMC, Intel, and Samsung have a more advanced 7 nm node and are two nodes ahead of the Chinese SMIC. The results are not great regarding the economics and yield of this SMIC 7 nm process. While we have no specific data, the report indicates that the actual working chips made with older DUV tools are not perfect. This is not a problem for the Chinese market as it seeks independence from Western companies and technology. However, introducing a China-made 7 nm chip is more critical as it shows that the country can manufacture advanced nodes with restrictions and sanctions in place. The MinerVa SoC die and the PCB that houses those chips are pictured below.
Sources:
TechInsights, via Tom's Hardware
Having done an in-depth die analysis, the TechInsights report indicates that TSMC, Intel, and Samsung have a more advanced 7 nm node and are two nodes ahead of the Chinese SMIC. The results are not great regarding the economics and yield of this SMIC 7 nm process. While we have no specific data, the report indicates that the actual working chips made with older DUV tools are not perfect. This is not a problem for the Chinese market as it seeks independence from Western companies and technology. However, introducing a China-made 7 nm chip is more critical as it shows that the country can manufacture advanced nodes with restrictions and sanctions in place. The MinerVa SoC die and the PCB that houses those chips are pictured below.
62 Comments on Chinese SMIC Ships 7 nm Chips, Reportedly Copied TSMC's Design
We work with several chinese factories. Reminds me of the time we asked one factory for a quote on a product we just patented. Then we asked another factory a few days later and said we would send over the schematics. They told our people, don't bother we already have the schematics.
The leadership is pouring tons of money and just pushing their intelligence division to snoop, and taking way too long to reverse-engineer things
TSMC n7 launched in 2016, and now 8 years later, there is nothing remotely in interesting about it. AMD learned the hard way to stop replicating Intel cores ( takes way to long once you hit 486), so they decided to build-their-own more efficiently.
With current leadership, China will never catch-up. let-alone surpass! If they throw enough money at it they might slowly make progress on TSMC, but is going to take decades.
That's just my creepy theory. Muhahahaha
If they want 100% made in China CPUs, GPUs, RAM or FlashNAND, I understand it, be it stolen designs or not.
But why the hell tape out electricity burner ASICs that produce nothing and only serve ponzi schemes and money laundering?
So, to cool off "sensationalist" titles here's few things that has been known so far:
1) It's definitely not 7nm. Someone somewhere referred to it as "7nm equivalent", which stuck, but SMIC calls it N+1 and N+2. Overall it's the same story as Intel 7(formerly Intel's 10nm)
2) I think the only source that calls it 7nm specifically, is MinerVa themselves. Everyone else is kinda on board that N+1 and N+2 are somewhere below 14nm, but not quite 7nm It's a matter of business. Early production means high chance of manufacturing defects. ASICs are essentially a bunch of identical compute blocks with an integrated PMIC, which makes them a little easier to manufacture, a little easier to diagnose and mitigate defects(fusing off non-working blocks, discarding etc), and have higher margins (which is super-important for limited-scale production). If they went straight to making, let's say, a new Kirin SoC, or bigger Zhaoxin CPU, or something more complex like a Threadripper clone of yester-year - that's a recipe for disaster. We all remeber how long it took Intel to do anything relevant with 10nm, and even then they've started with ULP laptop/tablet chips and slo-o-o-o-o-owly moved towards bigger stuff.
Those Minerva 7 chips are tiny, about the same size or even smaller than BM1485 judging by pics (there are photos of it on the PCB next to other components, and it looks absolutely tiny, around 10x10mm package with even smaller exposed die).
Chips since the 28nm-ish generation have been built on multi patterning, you’re at a physical limit with 193nm ArFi immersion lithography with how fine you can etch so to get accuracy you need to form transistors that work you have to break the design into multiple patterns to expose in multiple steps.
Double patterning worked fine for a few generations, but by the time you’re triple patterning/quadruple patterning for n14/n10 costs and complexity are skyrocketing as you need more masks, more time for software tools to split your design into those mask, and more steps in the fab as every mask requires it’s own litho-etch step. And at n10 Intel also had to do hexa-patterning for some features.
What EUV gets you is the ability to skip that insanity and do a single pattern n7 design.
If anyone is achieving the level of density of TSMC n7 without EUV, they are simply not getting the yields, the performance, or the turnaround/cost savings of someone who is. EUV wasn’t just the next shiny thing, it was a saving grace to an industry getting bogged down.
Imagine taking apart a house and trying to figure out what tools were used (with no prior knowledge of tools). I doubt you'd get far.
no company can go on its own in china, they HAVE to partner with a Chinese company, and when production is involved (especially of tech china does not have or own) then a certain amount of tech sharing IS REQUIRED.
so, they dont own the patent, but then, the basis for how that patent works is pretty much given for free to china.
AMD gave them Ryzen tech for instance. china is abusing the fact that they have a 1.4B market, that makes all managers in big companies have a hard on just imagining how much money they will make in china. so, they accept abusive clauses china provide them with.
Do you know what happens next in most cases? the Chinese "partner" that got all techs from the foreigner, start to ramp up their own Chinese products (or sell the tech to other Chinese companies) with acquired techs, sometimes improve upon, make the same or copied product as the foreigner, but for a fraction of the cost because they lower quality where possible and they obviously did not pay shit for R&D.
then they basically steal the market share from under the foreigners, and foreigner having nothing left can only leave Chinese market.
Doing business with china was in most cases was and is a bad idea, most of what china has to this day is "stolen" tech. They did improve upon them sometimes, but they did not pay or invent the tech in the first place, and the way their patent work means whatever was patented in another country but is not in china is basically not patented, so a chinese company steal the tech, apply for patent in china and bam done.
there is a huge list of countries having issues with the WTO filing claims against china, because in many cases china just uses techs without ever paying royalties to the inventing country, but WTO are rarely fairly enforced by china. they just get away with pretty much anything.
from WTO website :
In August 2020, China's Supreme People's Court decided that Chinese courts can prohibit patent holders from going to a non-Chinese court to enforce their patents by putting in place an “anti-suit injunction”
so basically, that means china SHITS all over patent holders worldwide, Chinese company can use whatever patent they want, not pay shit, and have the international company unable to sue anywhere BUT china, and guess who Chinese courts side with in 90%+ of cases... yeah you guessed it, Chinese companies.
so take the 2 things together... china gets patents for free, and use the ones it doesn't own for free. and no one can do anything about it.
i think there is almost 2-3 times more active trade disputes at the WTO against china, than china has against the rest of the world combined, as it stands. lot of countries arent happy with how china does business.
- USA vs China for Intellectual property protection
- EU v China for that same issue
- and another for technology transfers from EU
and to give you an idea how Chinese courts operate here is an extract from OPPO v Sharp - Shenzhen Intermediate People's Court (one of MAAAAAANY cases)"In or around October 2020, OPPO applied for act preservation requesting the Court, first, to prohibit Sharp and its affiliates from applying for judicial injunctions (including permanent injunction and temporary injunction) or other similar relief measures in other countries or regions. Secondly, OPPO sought to prohibit Sharp and its affiliates from initiating patent infringement lawsuits or applying for judicial injunctions (including permanent injunction and temporary injunction) or other similar relief measures against OPPO in other countries or regions."
China is in short Ruling almost every time in favor of Chinese companies, preventing said Chinese company to pay any sort of fee or royalties when using certain international patents, then tries COCKBLOCK the foreign company internationally to apply the ruling, despite the original company having patents. (Sanctions involved in china if you do) then the foreign company only can go cry to their government, and ask their government to take action at the WTO.
now you can wonder how china pumps such cheap products, they are simply not respecting international laws like other countries do. obviously easier to make cheap stuff when you can effectively steal in all legality (in your country) any tech you want/need, when other countries have to pay for it.
if china keeps going like that thinking they are untouchable, they will end up slowly losing business with everyone, as everyone is slowly but surely getting fed up with them.
Especially that when other countries do to china what china itself does to everyone else, they directly go cry at the WTO for unfair trade practice... the irony.
Their work force isn't cheap anymore like it used to a few decades ago, the level of life has considerably gotten better, so have minimum wages.
it's to a point that for non tech related products, even Chinese companies are opening their factories in other cheaper south/south east Asian countries to save money.
but anything tech related is still fine to produce in china just because china protects their company against international patent infringement, which alone is their saving grace when it comes to being able to shit cheap production on the world.
If china respected international patents, trust me, you wouldn't see that many "made in china" gadgets. they would be made in Vietnam most likely, and for less technical stuff in Bangladesh or countries like that.
Intel claiming their 10nm process is equivalent to TSMC 7 is a joke that only the stupidest and most clueless of investors will swallow.
Intel's
710 is barely a match for TSMC 12, and that's being kind to Intel.