Chinese semiconductor thread II

[latenlazy]

https://twitter.com/i/web/status/1958398931244929384

people are telling FT that several advanced node production lines are coming online over the next year. That’s the most important note I saw from this.

I guess this implies domestic DUVi is ready for mass deployment?

 

[BoraTas]

I guess this implies domestic DUVi is ready for mass deployment?

YMTC announcing fully domestic NAND lines recently had implied that already. NAND uses DUVi.

 

[tphuang]

I guess this implies domestic DUVi is ready for mass deployment?

that + rest of the supply chain.

Remember, hvpc said SiGe epi was a constraining factor. That never made anything to me. Then, there was the stuff about metrology tools not being good enough to replace KLA. I guess they are good enough now.

If they can get to 100k wpm of 5-7nm by end of 2026, that'd be crazy amount of HPC revenue + phone revenues.

 

[latenlazy]

that + rest of the supply chain.

Remember, hvpc said SiGe epi was a constraining factor. That never made anything to me. Then, there was the stuff about metrology tools not being good enough to replace KLA. I guess they are good enough now.

If they can get to 100k wpm of 5-7nm by end of 2026, that'd be crazy amount of HPC revenue + phone revenues.

I told him years ago metrology was not a real technical bottleneck. He scoffed *shrug*