I guess this implies domestic DUVi is ready for mass deployment?
Chinese semiconductor thread II
- Thread starter vincent
- Start date
YMTC announcing fully domestic NAND lines recently had implied that already. NAND uses DUVi.
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*
Sorry but would you mind elaborating why metrology was not a real bottleneck?
Because people confuse China being technically incapable of doing something with China not bothering to commercialize something. If China had free and secure access to tools from the likes of KLA or Applied Materials, there'd be no reason to go through the expense and time of developing them indigenously. To Beltway types this translates to China not being able to make these tools. Once the impetus to develop them materialized through the export controls, Chinese companies like Naura and CETC entered the space and developed analogues in a few years.
For a monopoly is deeply worrisome to see multiple companies, no huge companies by the way, manufacturing the same equipment that they do when they are not allow to sells theirs.
Imagine for a second the reaction of ASML if not only SMEE publicly advice their DUVi 193nm immersion scanners but also two Chinese companies more comes with DUV lithography scanners. That means that their tools have loss value.
KLA comes with Broadband defect inspection tool that cannot sell in China
All the sudden you have, no one, but two ambitious Chinese companies trying to eat your market share.
I think It may provoke a bad gut feeling to KLA managers.
All the sudden you have, no one, but two ambitious Chinese companies trying to eat your market share.
I think It may provoke a bad gut feeling to KLA managers.
Integrating modem is very old news. 5g modem has been integrated into SoC since Kirin 9000s. Some of their 4G era chips fabbed with TSMC also had their own integrated modems.
Toms-hardware has twisted the headline.
The actual news is that Huawei issued software updates to existing devices which shows chip information. Previously they stopped showing chip information in the phone's about page or even on their website.
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