Huawei chip technology was stolen, ASML2nm lithography machine came out, what is the impact on domestic core?

The chip, the "crown jewel" of modern science and technology, is also the most core track in the field of big science and technology, but for a long time many links of core technology is firmly in the hands of Western countries led by the United States, which is the key weapon for the United States to harvest the world's wealth. So when Huawei broke into their comfort zone in the semiconductor field, the United States launched a series of sanctions on Huawei and even domestic chips, chip foundry business was terminated, and 5G chips were cut off.

To their disappointment, nearly three years, Huawei has broken through the chip manufacturing, baseband chip problems, the return of Kirin 9000S chip, let the United States into hard thinking, after further investigation is found that the chip manufacturing process is not less than 7nm, and from China. When the manufacturing process is autonomous and controllable, Huawei has launched a comprehensive layout in PC, WiFi, cloud computing and other fields.

However, two recent news, for Huawei and even domestic chips, is indeed somewhat unfavorable.

First, Huawei's chip technology was stolen. A former senior technical director of Huawei Hisilus semiconductor department surnamed Zhang, "stole" Huawei's chip technology when he left, and set up a company named "Zunpai Communication Technology", and induced a number of former Hisilus semiconductor R & D personnel to jump to his company with high salaries and equity profits. And instructed these people to steal Huawei's core technologies by means of excerpts or screenshots before leaving the company.

This is Huawei's absolutely leading WiFi7 technology in the industry, and it is also the hub of controlling smart homes in the future, which shows the impact of this matter on Huawei. The key point is that the employee who stole Huawei's technology is a former employee of Qualcomm in the United States, which makes the voice of "doubt and conspiracy theory" high.

Second, ASML released the 2nmEUV lithography machine, and began to ship to overseas chip manufacturers such as Intel, which is a major breakthrough in ASML's manufacturing process over the years, and it is a further continuation of Moore's Law. The 5nm precision lithography machine can modify the transistor electrode to make the chip process to 3nm, if the 2nm precision lithography machine is used, it is likely to mean that there will be a large number of 2nm and even more advanced process chips on the market next year.

In the face of Huawei technology theft, the advent of ASML2nm lithography machine, many people are worried about the impact on domestic chips?

It is obviously unrealistic to say that there is no impact, such as WiFi7, Huawei has been the main contributor to the standard, mastering a large number of technical patents, but the US chip giant Qualcomm has been closely following Huawei, which is Huawei's main competitor, once Qualcomm becomes the maker of industry standards, just like Huawei in the 5G era, relevant companies around the world have to pay patent fees for it. Purchase their equipment.

The United States has been flaunting technology patents, of course, do not want to be on the "plagiarism" hat, once the destruction of their own take the lead in the establishment of the rules, their concept will soon be followed by others, the cost of not respecting the results of others is immeasurable, which is why the United States knows that Huawei has a large number of 5G technology patents, only dare not to sanction plagiarism, steal related technology.

However, the Huawei technology leak has exposed a problem that still exists in some domestic industries: the problem of plagiarism, tribute, and fighting among themselves still exists, and it is irresponsible to promote the rise of domestic chips without being down-to-earth.

In contrast, the lithography machine giant ASML, now 2nm lithography machine has been released, and large-scale mass production has begun in 2024, which is the result of ASML research and development for ten years to create and lead the innovation of the chip industry, once overseas chip factories introduce 2nm lithography machine, the future mobile phones, PCS, AI chips will inevitably step into the 2nm era. There will be a greater gap between domestic chip manufacturing technology and the top technology, and product competitiveness will continue to be amplified.

Therefore, domestic enterprises can not engage in internal fighting, which will only delay the development speed of China's high-tech, at the same time should be united, down-to-earth, through independent research and development of the way to slowly narrow the gap between advanced technology, only in this way, we can really master the core technology, improve the ability of independent innovation, to achieve the sustainable development of China's high-tech industry.


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