中国7纳米芯片：中芯N+2

China's 7nm Chips: SMIC N+2

中国7纳米芯片：中芯N+2

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I hope that China can pull it off for, if nothing else, higher supply and faster development. More people working on something can only be a benefit for the people who want that thing, and I don't care one way or the other about who "wins" in some kind of weird race between countries. I just want better computers, and this is a good thing for that.

我希望中国能够实现这一目标，至少是增加供给，加快发展。

我不关心在国家之间的竞赛中谁“赢”，我只是想要更好的电脑，这是一件好事。

Lycanthrope

To be honest, the Chinese go nment was insanely complacent on chips considering how crucial technology was to their country's growth, the US ban seemed like a doomsday scenario at first but it boosted Chinas investment in the matter a lot and now they are getting competitive, with reports of several DUV crucial parts being developed already in China I feel like that just accelerated their mid term catch up and eventual surpassing.

老实说，考虑到关键技术对中国的发展有多么重要，中国在芯片上疯狂投资，美国的禁令一开始像是世界末日的到来，但它促进了中国在这方面的投资，现在他们越来越有竞争力，

有报道称中国已经开发了几个DUV关键部件。我觉得这加速了他们的追赶进度，最终将超越对手。

Qwe Rty

It's not so much about the size no more, it's how you use it.

制程不再重要了，重要的是如何使用。

catonpillow

Glad to see China catching up. The more so when this process is driven, to a large extend, by the U$ doing its best to slow them down.

很高兴看到中国赶上来了。在很大程度上，当这一过程被美元所推动时，情况就更糟了。

WA

I can't wait to see kirin SoC and balong 5000 modem that based on 7nm technology available again . great video , thanks for your good analysis

我迫不及待地想在市场上再次看到麒麟SoC和巴龙5000基于7纳米技术的调制解调器。

Alex Schendel

I've been wondering where SMIC went after the sort of went dark for several years after their 14nm node

我一直在想中芯国际在14纳米节点之后的几年里走向了何方

John Ninenine

I remember back 6 years ago same tese media said that China is 30 years behind, in semiconductor manufacturing , they will never catch up to T's 14nm tech. Few years later China start mass producing 14nm chips. I even remember YOU (Asianometry) said China is too far behind to catch up. Now they are doing 7nm. What is even funnier is back 15 years ago when T's HTC was reining supreme before Apple's iPhone and even Nokia, everyone thought China will never be able to produce smart phone. Look where we are now. i will predict in the next decade they will not only catch up but surpass everyone in semiconductor technologies and have complete dominance of the market except for the few survivors of the shuffle.

我记得6年前同一家台湾媒体说中国半导体制造落后了30年，他们永远赶不上台湾的14纳米技术，几年后中国开始量产14纳米芯片。

我记得说过中国远远落后，无法赶上。

现在他们在做7纳米芯片了。

更有趣的是，15年前，台湾的宏达电(HTC)占据了主导地位，排在在苹果(Apple)的iPhone甚至诺基亚(Nokia)之前，当时所有人都认为中国永远不会生产智能手机。

看看我们现在的处境。我预测，在未来的十年里，他们不仅会在半导体技术上赶上，而且会超越所有人，除了少数幸存者之外，他们将完全主导市场。

Ula Alu

I really like this phrase: Everyone can be creative when challengues are faced.

I'm not sure how well will be China at the end of the decade but if USA fails in its bans. A lot of high profile industries in Europe and East Asia will become less competitive ag inst Chinese companies because of the exclusion in their techonological development.

我很喜欢这句话：当面临挑战时，每个人都可以富有创造力。

不确定中国在这个十年结束后会有多好，但美国出台禁令算是失败了。

欧洲和东亚许多备受瞩目的行业对中国公司的竞争力将下降

Alan Ball

Honestly it's refreshing to see some new competition in the space.

老实说，在这个领域看到一些新的竞争者让人耳目一新。

David Pendleton

I’d love to hear about the tea shop industry in T. It seems shops become quite popular and then fade away remarkably rapidly. It seems like cut throat industry and I’m curious how companies like maintain their hold

我很想听听关于台湾奶茶行业的介绍。一些店非常受欢迎，然后迅速消失。这似乎是一个竞争激烈的行业，我很好奇这些公司是如何站住脚的

justin barrett

 I DO believe it's equally plausible they got there on their own, as much as it's plausible that they stole ip....who knows....only "they" do.

我认为他们有可能是自己取得了成功，也有可能是窃取了别人的知识产权，只有他们自己最清楚

DoeToe

A good amount of SMIC engineers and researchers are from TSMC(already expned in the video). That's why I think n+1 is similar to TSMC n7.

中芯的很多工程师和研究人员都来自台积电，我认为n+1类似于台积电n7

Ray Lopez

Yield is the key.  You can have 1 nm nodes but if you spend a year just to get one such chip produced, it means nothing.  We'll see.

产量是关键。你有1纳米的制程，但如果你花一年的时间只生产出一个这样的芯片，这意味着什么。我们拭目以待。

Ryan Gibson

I wonder how the current market conditions in China will effect SMIC and their move to n+2. Also the new US Chip Act that was passed a few days ago.

我想知道中国目前的市场状况会对中芯国际和他们向n+2的转变产生怎样的影响。还有几天前通过的新美国芯片法案。

Joseph Lo

What does it meant that SMIC's N+2 node is less efficient than TSMC's N7? Would manufacturing yields be lower (or % of faulty chips higher)? In terms of performance, are they similar?

中芯的N+2节点比台积电的N7节点效率低，这意味着什么？

产量会更低吗，或者故障芯片的百分比会提高吗？

就性能而言，它们相当吗?

Midhun K

"Every country prects it's key industries " ?? but no one else slanders  others and goes around forcing allies to force competing companies out of them as well.

“每个国家都保护自己的关键产业”，没有人会诽谤别人，也没有人会到处强迫盟友把竞争对手赶出去。

datoolz0

I don't see why you take a US perspective on this. I see nothing wrong with what Zhongghuo has done and in fact almost all Asian nations have done exactly this in ronics. An absurd amount of pro US bias is the only explanation of seeing why SMIC;s semiconductors could be a problem.

All nations, even if they're not Asian have the to develop technology free of Western suppliers. Indeed, your explanation has only made me double down on eliminating US and EU suppliers from the semiconductor and pharmaceutical supply chains.

I think the US sanctions are fortunate in that it has lead to the development of a mature alternative that doesn't involve any western components.

我不明白你为什么要从美国的角度看待这件事。我看不出中国的所作所为有什么不对。

几乎所有亚洲国家都在电子产品领域做到了这一点。

所有国家，即使不是亚洲国家，也有权利开发自己的技术，摆脱对西方的依赖

你的解释只会让我觉得更应该把美国和欧盟的供应商从半导体和制药供应链中清除。

我认为美国的制裁是好事，它促进了一种成熟的替代方案的发展

Aaaron

7nm will meet the mass majority of their needs and can create a self-sustaining industry, sanctions has sped up their self-sufficiency drive.  Made in China 2025 will be here by 2023 at this rate.

7纳米将满足他们的大多数需求，并可以创建一个自给自足的行业，制裁加快了他们自给自足的速度。按照这个速度，到2023年，“中国制造2025”就会实现。

Albert Wong

For China's semiconductor and high tech industry its practically a do or die situation, and their engineers and scientists have to deliver otherwise China will never be able to advance technologically and transition their economy from low tech to high tech. Its really a race condition since China is moving from low tech dirty industry to high tech to increase the income of their people and raise their standards of living!

Life is all about challenges and such obstacles can slow the progress but the match forward needs to continue and life goes on.....

对于中国的半导体和高科技产业来说，这实际上是一个生死存亡的局面，

他们的工程师和科学家必须交出成果，，否则中国将永远无法在技术上取得进步，

竞争真的激烈。中国正在从低技术产业转向高技术产业，以增加人民的收入，提高他们的生活水平

生活充满了挑战，这些障碍可能会减缓进步，但比赛需要继续，生活需要继续。

yury mleh

SMIC doesn't operate in an open market. You fully mentioned Huawei's HiSilicon division which cannot use TSMC anymore to fab their Kirin CPUs

中芯国际并不在公开市场上运营。你提到了华为的海思，它不能再让台积电来代工麒麟cpu了。

Guzila Yerken

Many people are not aware that China has made huge breakthroughs in a number of semiconductor fields that do not require very advanced processes and can already compete with the most advanced manufacturers in the market. Examples include memory, SSDs, and LCD and OLED screens.

很多人不知道，中国已经在一些不需要非常先进工艺的半导体领域取得了巨大突破，已经可以与市场上最先进的制造商竞争。例如内存、ssd、LCD和OLED屏幕。

Unreliable Narrator 66

This is a bridge process until SMIC can do better. US blocking of technology has never worked in the long run, ultimately accelerating competitive development, particularly in the case of China. Economical? Maybe least than important on the tactical timescale.

这是中芯国际实现更高目标之前的桥梁过程。从长远来看，美国封锁技术从未奏效，最终反而加速了竞争性发展，尤其是就中国而言。经济性也许在战术上是最不重要的。

napo BG

What I learned from China in the past years is that we should never take their word as a joke or too serious. The truth is somewhere in between. I believe that SMIC really did improve but they are not on the same level as TSMC's N7

在过去的几年里，我从中国学到的是，我们永远不要把他们的话当作笑话或太当回事。

真相介于两者之间。我相信中芯国际确实有所提升，但与台积电的N7不在一个水平上

Thomas Gaudette

Wow that is stunning news. Looking forward to hearing more details

哇，这真是个令人震惊的消息，期待更多细节

J X

I've just realised, one day, in the year 2100, some random Chinese kid will laugh about TSMCs 2nm tech, thinking about how ancient it is.

在2100年的某一天，某个中国小孩会嘲笑台积电2纳米技术，认为这是多么古老的技术。

FootsoreBird03

I have been waiting for this ever since I heard that seven nm was achieved in China!

自从我听说中国已经实现了7纳米，我就一直在等待这一天的到来

1Maklak

A ban is not expected to completely block something, just decrease volume, delay and make it a headache.

禁令并不能完全凑效，只能延迟，并会让自己头疼。

tehpanda64100

Every major economy started copying someone else first and just selling cher but to keep growing they must eventually start innovating. China no doubt already started to innovate. The only question is if they can innovate faster than everyone else.

每个主要经济体都先从抄袭别人开始，然后卖得更便宜，但要保持增长，他们最终必须开始创新。毫无疑问，中国已经开始创新了。唯一的问题是，他们是否能比其他人更快地创新。