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美国商务部:中国高端芯片只是“实验室里给领导看的”,封锁一天不松,他们就造不出能用的高端芯片!
是说芯语· 2025-08-25 05:16
Core Viewpoint - The article argues that the advancements in China's semiconductor industry, particularly in 7nm and 5nm chip technologies, are significant and not merely experimental, countering claims made by U.S. officials about China's capabilities [1][3][6]. Group 1: 7nm Chip Technology - SMIC has made notable progress in its N+2 process technology, achieving a yield rate exceeding 70%, which is a substantial step towards mass production, challenging the notion that these are just "laboratory samples" [3]. - The domestic semiconductor supply chain is improving, with enhanced purity of semiconductor-grade silicon wafers and photoresists, reducing chip failure rates and supporting the mass production of 7nm chips [3]. - Huawei's Mate60 series smartphones demonstrate the successful commercialization of 7nm chips, with strong sales reflecting consumer acceptance and market performance [3]. Group 2: 5nm Chip Technology - Chinese researchers have innovatively utilized DUV lithography combined with self-aligned quadruple patterning (SAQP) to achieve 5nm-level precision, overcoming the limitations posed by the lack of EUV technology [5]. - The collaboration of high-resolution photoresists and carbon-based semiconductor materials has led to a 30% increase in transistor density and doubled heat dissipation efficiency, laying the groundwork for 5nm chip performance optimization [5]. - SMIC's advancements in 5nm technology and the establishment of multiple 5nm wafer fabs in the Yangtze River Delta are expected to boost domestic chip self-sufficiency to over 45% by 2025, with automotive-grade chip installation rates nearing 50% [5]. Group 3: U.S. Response and Implications - The U.S. attempts to isolate China's technology sector may backfire, potentially leading to scenarios where American industries need to source 28nm chips from China due to global oversupply of mature chips [6]. - The reliance on Chinese resources such as rare earths and gallium may expose vulnerabilities in the U.S. supply chain, particularly in military and renewable energy sectors [6]. - The comments made by U.S. officials are seen as an effort to rally domestic support while misleading international opinion to hinder China's semiconductor industry collaboration [6].