The next Sino-US chip war
What we want to bring to our audience friends' attention is
Yuheng technology
Now officially debut
Today we are going to focus on
Finally it's open
A new era of technology for sub-angstrom chips
In addition, I care
At the Shenzhen Semiconductor Exhibition
Xinkailai's first breakthrough in the US EDA
Its subsidiaries
Breaking through the US EDA blockade
The latest technologies of the two subsidiaries
I will bring the audience friends later
Let’s watch together
Today's 3 hot topics
We invite guests to help us answer the questions
The first one
This is Yuheng from Tsinghua University.
Now it really came out of nowhere
Shocking debut
It is the world's first
Photonic chips reaching sub-angstrom levels
Official launch
It is equivalent to the mainland now rushing in
Quantum-level battlefield
The US blockade is now real
Officially broken through
Is it no longer effective?
In addition, I will also pay attention to
Previously, the United States did not target mainland China's EDA
Do a blockade?
So now Xinkailai
Has its subsidiary made a breakthrough?
Finally, there is this domestically designed software
And the performance is better than American ones according to our understanding.
Reach 30%
It also means
America has no other choice
Blocking EDA in mainland China
Is that so?
The third thing
We see
Mainland China is now officially
Counterattack in the Chip War
The photonic chip just mentioned
Combined with EDA to make a breakthrough on both lines
Self-built system
In fact, they say that this EDA system
It was copied from the United States
The route of the Big Three
It means that mainland China can also
Build your own semiconductor hegemony?
Today we will discuss these topics
Let's care together
What we are concerned about now is
The United States has always felt that
Relying on EUV and EDA design software
You can lock down the mainland.
But I didn't expect
We recently talked about Tsinghua University
Use this heavy attack called Yuheng
To break the blockade on the chip
Officially, its Yuheng photonic chip was launched
It's the first one
Sub-angstrom spectral imaging chip
Officially born in Beijing
Let’s look at some details first
This photonic chip is only two centimeters
This is called a small square chip
What characteristics does it have
The details are a little more difficult.
We'll invite the committee members later.
Help us interpret it
It can be captured in a snapshot
Including the entire space
A data with full spectrum
The resolution accuracy can reach the angstrom level
Then according to understanding
It can reach 400-1000 nanometers
A wide spectrum of
This means that in the future, only one mirror will be needed to scan
The scanning range can be completed
Achieving battlefield drone satellite reconnaissance
Even medical tests
A range of military chemical detection, etc.
At the beginning of the program, we need to ask the committee members
How to view this first Yuheng chip
Where is its power?
There are also areas of future application
It can break through from
Is there a US chip blockade?
First of all, what is the sub-angstrom level?
0.1 nanometer is called the sub-angstrom level
What are we talking about now?
Two nanometers and three nanometers are amazing.
It is 0.1 nanometers
It's sub-angstrom level
And what is so powerful about this system?
Don't talk too deeply
Let me explain
If I use a mobile phone
Now we are going to take a photo of our beautiful Simin
It's clear I'm grateful
But if you want to shoot Simin
An eyelash
Your phone may not be able to take pictures
Because your optical resolution
The phone lowered
But why can it be photographed?
0.1 nanometers as small as this
By guessing
What does it mean to guess?
Reconfigurable Computational Light
I'm from this side.
It's from that side, right?
The light is blurry, right?
But through AI's calculation model
It can piece you together
It's the appearance of your eyelash
When making chips
You know, you can do this.
I didn't draw very detailed and powerful pictures before.
How awesome
How small can the wavelength be?
It says no
I use a thicker light.
I took two shots
I guessed it was like this
That's called using artificial intelligence to control light
Then use guessing
Guessing is like saying I'm painting a picture here
very beautiful
Nothing great
I shoot like this
Just guess how Picasso painted his paintings
It uses this artificial intelligence method
Reconfigurable Computational Light
Light is imaged by calculation
That's why you said
What I scan with one click
That's how it was scanned.
What battlefield drones can be used?
Satellite reconnaissance instrument
Because of its high optical resolution
What is optical resolution?
For example, let's look at a rainbow.
A rainbow has 7 colors
Look at these 7 colors
So if you say
I can see 15 colors
Its wavelength is very long
You can see 15 colors
That means you're superman.
The problem is that this optics
Computationally reconstructable light
How powerful is it?
Even that wavelength
Even the difference of 0.1 nanometer can be distinguished
So when you draw that circuit
You know how awesome it is.
So it is a new type of processing procedure
That is the tradition we are breaking through.
We must do deep ultraviolet light
To what extent
or extreme ultraviolet light
Use that solder ball
Small solder balls
Plasma state of liquid
Then put the laser in.
This extreme ultraviolet light
Very thin and fine
Very short
Wavelength of light
Only in such a small range
Go take the photo
That actually means drawing a line and taking a photo.
It says free, right?
I used a special light to shoot like this
I use computer integration to guess
You can guess the wiring diagram. It's amazing, right?
So this technology has already
Nature magazine
It means it is scientifically recognized as feasible
Nature magazine is very authoritative.
That means breakthrough in EUV DUV
Now only business transfer is left
But another person invented
This is called a parallel multiplexing system.
Because when you shoot
The machine must be able to move
Quickly move
I know another one.
It doesn't seem to be Tsinghua University
Who invented the multitasking system?
If this is the case in mainland China
Put together a variety of things
Sooner or later, a brand new lithography machine will be built
If that's the case, then no
You can officially break through
From the United States and the Netherlands
ASML stock will fall
Pay attention
The blockade from them can be broken
That actually
Another issue is the blockade from the United States
Do you remember EDA?
This was a few months ago
This blockade against the mainland
It is the chip end designed in China
That's true
At an exhibition in Shenzhen Bay this time
But there is a big news
It was announced by Xinkailai itself.
It has two subsidiaries
There is a way to break through the EDA blockade in the United States
The first subsidiary is called Qiyunfang
It launched the domestic EDA
At the same time, it can replace the schematic design
With its PCB software
Can fill the gap in high-end design software
There is a gap in localization now
The second company I came to see was this one
It's called Longkan Technology
The key technology is 5 nanometers.
It's 3nm and 5nm chips.
Core equipment for research and development
It introduced the Ultra-High-Speed Real-Time Oscilloscope
A little complicated
In short, it can be autonomous
Is that so? What do you think, Mr. Lai?
We discussed this last time on this show
That was the rare earth war at that time
After the Rare Earth War
Later, Trump and his friends did not
Boeing parts production halted
And this
The automated software design system also stopped working
At that time, we were also discussing
Commissioner Tsai introduced EDA
It is the automation software for electronic design
There are only three companies in the world that can do this
One is Siemens of Germany
The other two are in the United States
Including Synopsys and others
At that time, Siemens Germany
It is also under pressure from the United States
Because they originally wanted to say
Your America is your America
My Siemens belongs to my Siemens
Because for Germany
It is also afraid of countermeasures from mainland China.
But the negotiations at that time
Just pull Germany in.
The result of the negotiations was to open up
It was originally announced that it was banned
Later opened
The exchange system in mainland China
When we were discussing here
This means that this will break through
I just didn't expect it to be so fast
It's almost here
I think the most important thing is
At that time, it was inferred that there would be a breakthrough
Just too fast
This is similar to what Xinkailai announced at the beginning.
There will be big news soon
To share with you
Sure enough, it did not disappoint everyone
But you know this company
Where is the equity?
In Shenzhen Municipal Government
It belongs to the Shenzhen Municipal Government
A company invested in
The original fundraising
It's only 200 to 300 million.
Its current market value
It's already more than 10 billion US dollars
Who can it help?
It helps engineers
When designing IC or PCB
Make them more efficient
This is the first one
Second, it is better than what the United States currently uses.
30%-40% more efficient
The third one is the mainland engineer
Many people are already using it
So it's already on the market
Already in use by engineers
That has proven to be very good.
A set of software
Then in this case
The original monopoly of the United States and Germany
Then their status will disappear.
And China does better than them.
Currently ranked second
This is amazing.
In addition, you just introduced
The third one is a very complicated one called an oscilloscope
An oscilloscope is simply like this
Allow engineers to see
Use the diagram to see the electronic signal
This is not simple
We know that generally speaking
You can't see electronic signals with your naked eyes.
But this oscilloscope
Because it is 3-5 nanometers
It allows engineers to use the naked eye
You can see its image
Because it can transmit electronic signals
Generate images
Following what Mr. Lai just mentioned
On the global EDA
In the past, the main monopoly manufacturers and countries
It is from Siemens in Germany
And new ideas from the United States
The other one is called Kenteng
Actually, now the mainland understands
It's the same way to learn
Use the three giants to develop
Their R&D and M&A
Then these three
In addition to the new Kailai we just mentioned
There is another one called Huada Jiutian
There is also a company called Prospectus Electronics
In short, it's about Americanization.
How long can the United States be stuck?
Can it turn around?
What does General Li think?
Let me explain EDA first
Suppose our chip
It's like assuming
If a building
So you design this building.
The designer will first ask you
What is your building going to do?
It's a hospital.
Still need to build a school
Or an office building?
Still need to live at home
The pipeline configuration there
The structures are very complex
That chip is similar to this design
Let me tell you what I will do with this chip in the future.
Then I will design this principle
So EDA is to design chips
Then this chip will be able to meet the requirements in the future.
What you need
As for EDA,
It means you want to make a chip.
There are three important levels
The front is the front connection
Let’s talk about what we are going to do.
The second thing to talk about is the machine manufacturing process
Finally, the chip is packaged
Is the function useful?
So the whole process requires EDA
Of course, China in 2018
It already feels
to the Sino-US trade war
This matter will definitely get stuck
So it is in the 14th and 15th
That is, from 2021 to 2025
At this time,
Its 14th Five-Year Plan
This EDA has been
Included in its so-called bottleneck technology list
I already know it's 2018.
I already know that
The United States will have EDA in the future
Choking me
Then I will start to develop in a planned way
At that time, it was included in its subsidy program
Including the two cities of Beijing and Shanghai
You just need to design EDA
I will subsidize 50% of your research funds
Subsidized by my government
Then in this situation
After these years of efforts
We see that this continent
Now these two are the so-called
What BGI said to Jiutian
It has gradually achieved something
So far,
What I said last year
It only accounts for domestic
China's domestic share is only 12.5%
But most of them still use what we just talked about
The three largest companies in the United States
But this year,
It has risen to 10% of the world
It has gradually risen
But if the United States says that China's EDA
This control
It's really a double-edged sword
First of all, of course you will hurt others
The second one is that you must be hurting yourself. Why?
The most important thing about EDA is talent
If you don't sell your products to China,
If you are talented, you don't have money.
No money to pay salaries
These people won't come.
Because EDA is different from other chips
You may need other industrial chains
The most important thing about EDA is talent
Now the relative
China has a rich talent pool
Now the United States wants to create one
What kind of H-1B visa is this?
Controlling the flow of talent to the United States
These talents just happen to stay in China.
This kind of talent who understands software development and design
So I think in this situation
It should be very soon for China
Now Xinkailai has launched two sets of
Later on
I want to say in this regard
It will definitely speed up its progress
Thank you, General Li
Then we'll take a break and come back soon.
