Weekly News Roundup: China’s Semiconductor Advancements and Industry Dynamics
China is advancing in semiconductor technology with domestic EUV systems and proposed anonymous technology purchases to bypass US export controls. Companies like Naura expand their capabilities while Intel considers structural changes under a new CEO. Kioxia predicts increased NAND shipments, fueled by AI demand. The dynamics offer a glimpse into the evolving semiconductor landscape amid ongoing geopolitical tensions.
China has made notable advancements in extreme ultraviolet (EUV) lithography, developing a domestic EUV system tested at Huawei’s Dongguan facility. Companies aim for trial production by Q3 2025, followed by mass production in 2026, utilizing its laser-induced discharge plasma (LDP) technology instead of ASML’s laser-produced plasma (LPP). Industry experts suggest that if successful, China could disrupt the semiconductor market and reduce reliance on foreign suppliers.
A Chinese lawmaker proposed allowing blacklisted domestic firms to purchase foreign semiconductor technology anonymously, seeking to bypass US export controls. This proposal was presented by Wen-Hui Guan during the National People’s Congress, citing that public tenders expose suppliers to US scrutiny. Although the proposal remains under review, it signifies China’s effort to secure technology amidst increasing US restrictions on the semiconductor sector.
Naura Technology Group has actively pursued expanding its semiconductor equipment portfolio to strengthen China’s domestic supply chain. Despite advancements in various semiconductor processes, the lack of sophisticated lithography machines remains a significant challenge. Naura’s focus on investments related to lithography suggests a long-term commitment to self-sufficiency and reducing dependence on foreign technology.
In the semiconductor industry, speculations surrounding Intel’s future strategies have surfaced with the upcoming appointment of Lip-Bu Tan as CEO. It is suggested that Intel may consider merging its foundry services with GlobalFoundries to form a formidable competitor against TSMC. Concerns regarding potential antitrust issues linger, while the restructuring aim is to enhance domestic semiconductor manufacturing amid geopolitical tensions.
Kioxia anticipates a significant increase in NAND shipments in 2025, driven by strong demand in the enterprise storage sector, particularly due to AI technologies. While overall demand for consumer electronics remains subdued, Kioxia expects a supply shortage in the latter half of the year due to rising anticipations in AI server requirements. The company is committed to maintaining production alignment with market demands and has an innovative roadmap for future NAND technology.
Intel has showcased its Panther Lake processor, marking the public debut of its 18A-powered Core Ultra 300H/U series. This chip features an advanced architecture with a significant AI computing capability enhanced by its new transistor technology designed to rival TSMC offerings. Scheduled for production in 2025, the Panther Lake series aims to bolster Intel’s competitive stance in the chip market and its IDM 2.0 strategy, reinforcing its manufacturing capabilities.
Naura has climbed the global semiconductor equipment rankings, now placed sixth, reflecting China’s ambition for self-sufficiency despite ongoing US-China tensions. Chinese manufacturers, including SMIC and YMTC, are increasingly integrating domestic equipment in their processes. As geopolitical challenges provoke restrictions on foreign suppliers, experts foresee continued improvements within Chinese semiconductor firms that may enhance their global standing.
In summary, China’s progress in semiconductor technology, including advancements in EUV lithography and attempts to circumvent US export regulations through anonymous acquisitions, indicates its determination to establish self-sufficiency in this critical industry. Companies like Naura and Kioxia are strategically positioning themselves in the global market, while Intel’s leadership change stirs speculation about strategic mergers within the semiconductor landscape. The unfolding developments will significantly influence global semiconductor dynamics, particularly amidst rising geopolitical tensions.
Original Source: www.digitimes.com
