This weekly news roundup discusses key developments in China’s semiconductor industry, highlighting advancements in EUV lithography by Huawei and SMIC, a proposal for anonymous semiconductor purchases by a Chinese lawmaker, Naura’s expansion to establish a self-sufficient supply chain, and Intel’s strategic maneuvers under its new CEO. Additionally, it covers Kioxia’s forecasts for NAND supply amid rising AI demand and the unveiling of Intel’s Panther Lake processor.
This weekly news roundup highlights significant developments in China’s semiconductor industry from March 10 to March 15, 2025.
China is progressing in extreme ultraviolet (EUV) lithography technology, with Huawei and SMIC focusing on a domestic LDP lithography system. Trials are slated for the third quarter of 2025, with mass production anticipated in 2026. This system potentially offers rival efficiency to ASML’s technology, considering China has been hindered by US export limitations.
If the LDP method proves successful, it could diminish China’s reliance on foreign EUV technology and overcome Western restrictions. Key obstacles include achieving higher power outputs and developing precision optical components. The advancements by Huawei and SMIC could position China as a prominent player in the EUV space, potentially rivaling existing industry leaders.
In a related development, a Chinese lawmaker has suggested that blacklisted firms should be permitted to acquire semiconductor technology anonymously to evade US export controls. Engineer Wen-Hui Guan presented this idea at the National People’s Congress, arguing that reducing transparency in procurement could protect suppliers from US sanctions.
This proposal reflects a trend of opacity in China’s tech procurement as firms leverage intermediaries to bypass restrictions. Analysts indicate that such strategies will play a crucial role in China’s semiconductor industry’s ability to navigate escalating tech tensions with the US.
Naura Technology Group is expanding its semiconductor equipment portfolio to establish a self-sufficient supply chain, particularly focusing on improving lithography capabilities. Although Naura has made strides in semiconductor processes, advanced lithography technology remains a critical gap as it seeks to strengthen domestic production without reliance on foreign entities.
Intel’s new CEO, Lip-Bu Tan, is speculated to consider a merger of Intel Foundry Services with GlobalFoundries to enhance competition against TSMC. The potential merger follows a strategic model inspired by AMD’s success, showcasing Tan’s industry connections and prior investments in Taiwan and China, which carry significant geopolitical implications.
In the NAND flash market, Kioxia anticipates a supply shortage in the latter half of 2025 due to burgeoning AI server demand, despite overall NAND shipment increases of 10-15%. Kioxia will advance its production timelines, focusing on next-generation BiCS NAND while adapting to the evolving requirements of AI technologies with future PCIe enhancements.
Intel’s Panther Lake processor was showcased, featuring groundbreaking AI capabilities and hybrid architecture on the 18A process. This release reinforces Intel’s strategy to regain its foothold in the PC market while expanding its foundry ambitions amidst fierce competition.
Finally, Naura has ascended to sixth place among global semiconductor equipment providers, reflecting China’s emphasis on self-sufficiency amidst US sanctions. The integration of domestic equipment by foundries signifies a notable shift in the global semiconductor landscape, as companies strive to enhance their competitive edge amid political constraints.
In summary, recent advancements and proposals in China’s semiconductor sector reflect ambitious efforts to develop domestic capabilities in the face of geopolitical challenges. Huawei and SMIC’s pursuit of LDP lithography demonstrates significant technological strides, while proposals for anonymous transactions illustrate a strategic response to US export controls. As industry dynamics evolve, the actions of key players like Naura and Intel highlight the urgency for self-sufficiency and competitiveness within the global semiconductor landscape. The increasing demand for advanced technology, especially in AI, underscores the critical need for innovation and adaptation in this rapidly changing environment.
Original Source: www.digitimes.com
