Two good news from Guo Xin: Huawei will use domestic high-end core, and Chinese Academy of Sciences will break through the final difficulty of EUV.

At present, the global core shortage is becoming more and more serious, and the technology giants such as Huawei, Qualcomm, TSMC, Samsung and Apple are all affected by the core shortage. Even so, the west has not given up the suppression of domestic technology, which has made the global semiconductor industry worse, and the supply and demand have been seriously unbalanced. For this reason, major semiconductor companies around the world have chosen self-sufficiency. For example, in Europe, 65,438+07 countries including Germany, France and Spain formed the European Semiconductor Union. Under the pressure of the west, the domestic semiconductor industry has also entered the fast lane. The upper level has clearly put forward the target requirements, and Guo Xin will achieve a self-sufficiency rate of over 70% within five years.

Even if the world's major semiconductor companies have declared their independence, the west is still going its own way. Not long ago, it launched a new round of suppression on domestic technology, blacklisted 59 domestic companies, including Huawei, and prohibited trading and investment with western technology companies. For Huawei, this is the fifth round of suppression in the West in the past two years. As a domestic technology company with annual revenue of nearly 900 billion, Huawei still relies on its own technology accumulation to carry everything. Inevitably, without the support of Hisilicon, Huawei has been extremely short of chips. The hardware business such as mobile phones, 5G and tablets has hit the biggest decline in Huawei's history, and its market share is running low.

In the case that the new regulations in the west have not been loosened and the domestic chip industry has limited help, Huawei can only be forced to transform. Ren has put forward his next goal, that is, to transform into HarmonyOS system, cloud computing, smart cars and other software businesses. Now the HarmonyOS system is an Internet of Things era facing the future, and it can't bring revenue growth to Huawei at present, but cloud computing and smart car solutions are different. Not only is it less affected by the new regulations in the west, but it can also immediately contribute to Huawei's revenue. Yu Chengdong is also very optimistic about intelligence.

Has Huawei given up its hardware business in transition? The answer is of course no. Recently, Huawei Hisilicon started the recruitment plan of 202 1, and even went overseas to recruit a large number of chip talents. Not only that, Huawei also invested 4 1 domestic semiconductor companies through its Hubble, which opened up the overall layout of the chip industry and paved the way for its own chip production line, including Yike Hongyuan, a subsidiary of the Chinese Academy of Sciences. It can be said that Huawei invested with domestic semiconductor companies.

Recently, two important news came from Guo Xin, which broke through the final difficulty of EUV lithography equipment, and both of them were related to Chinese Academy of Sciences. First, according to CCTV reports, there is good news from the Institute of High Energy Physics of Chinese Academy of Sciences. The first domestic high-energy synchrotron radiation light source research equipment built by it has been installed a few days ago, and the light source technology research and development and testing platform of this equipment has entered the trial operation stage; Secondly, it is also a CCTV report. Beijing Zhongke Yike Co., Ltd., formerly known as Beijing Scientific Instrument Development Center of China Academy of Sciences, also received good news a few days ago. Its self-developed linear Laue lens coating device and nano-focusing lens coating device have been officially put into use.

What is the impact of the two good news from Chinese Academy of Sciences on the development of domestic chips? First of all, let's take a look at extreme ultraviolet EUV lithography equipment, which is the key equipment for manufacturing high-end chips of 7nm and below. At present, only ASML has exclusive limited supply in the world, and its three core technologies include EUV light source, synchronous two-stage and EUV optical lens. At present, with the technical support of Tsinghua University and Huazhuo Jingke, the domestic chip industry has mastered the EUV light source and synchronous two-stage, but the EUV optical lens has not been broken through, which has become the last difficulty for domestic high-end chips.

With the three major equipments and devices put into use one after another, Guo Xin will break through the final difficulties of EUV lithography equipment, especially the two major mirror coating devices, which are one of the most important devices for manufacturing optical lenses of lithography equipment. This mirror coating device has already broken through the process level of 0. 1 nm, and is gradually approaching the level of 0.05nm required by the world's most advanced EUV optical lens process. Therefore, it is only a matter of time before the domestic EUV lithography equipment is built. According to the analysis and forecast of insiders, it is expected to be realized around 2025, which is basically consistent with TCL Li Dongsheng's forecast, indicating that it will take at least three to five years to solve the problem of domestic high-end chips.

According to the analysis and prediction of the insiders, that is to say, after the domestic EUV lithography equipment is officially mass-produced, as long as other related preparations are made simultaneously, it is expected that the domestic high-end chips of 7nm and below will be realized around 2025 at the earliest. If everything goes smoothly as planned, the domestic high-end core will be really used by domestic technology companies such as Huawei around 2025, when Huawei's hardware business will be fully restored and the new western regulations will officially become invalid.

In view of the problem of domestic chip manufacturing, ASML publicly predicted not long ago that if the West goes its own way and restricts the export of lithography equipment, then we will master the lithography technology in China within three years and completely solve the chip restrictions within fifteen years. Now, with the breakthrough of EUV optical lens in Chinese Academy of Sciences, it is only a matter of time before Guo Xin realizes the high-end chip technology of 7nm and below, and it doesn't need 15 years at all, which also means that ASML's prediction has not only been realized, but will be completed ahead of schedule.

Well, two big news in Guo Xin, Huawei will adopt domestic high-end core, and Chinese Academy of Sciences will break through the final difficulty of EUV. what do you think?