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SMIC achieves 30% yield, breaking through U.S. sanctions; AI chip revenue may halve.
"Morgan Stanley's report reveals that SMIC’s 7nm chip yield stands at a mere 30%, driving up the cost per chip to 50,000 yuan. Yet behind this figure lies China’s hard-fought battle to break through technological barriers using outdated equipment—engineers have ingeniously tackled the EUV shortage by employing a 'multi-patterning' process, while Huawei has further innovated with its 'small-chip' technology. This journey from 30% to the projected 70% yield represents the inevitable growing pains on China’s path toward semiconductor self-reliance."
2025/09/12
According to the "2025 Global Semiconductor Equipment Market Analysis Report," as of June 2025, the global semiconductor equipment market reached $128 billion, representing a year-on-year growth of 15.6%. Notably, mainland China's investment in semiconductor equipment totaled $33.5 billion, accounting for 26.2% of the global total—and marking the country as the world's No. 1 investor for the third consecutive year. These figures highlight the rapid rise of China's chip industry on the global stage.
2025/09/12
In the chip manufacturing process, the etching machine acts like a master sculptor in the microscopic world—it meticulously carves nanoscale circuit patterns onto silicon wafers according to the design blueprint. As chip technology advances from 5 nanometers to 3 nanometers and even smaller dimensions, the demands on etching precision have reached unimaginable levels.
2025/09/12
Wafer Surface Defect Detection
A single speck of dust is enough to ruin an expensive chip—this is precisely why wafer surface defect detection technology serves as the "invisible guardian" of chip manufacturing. By ensuring yield at the nanoscale, controlling costs, and optimizing processes, it has become the critical engine driving Moore's Law forward.
2025/09/12
