Chinese semiconductor industry

ansy1968 said:

@FairAndUnbiased so bro a larger machine , more moving parts therefore more sensitive and expensive to operate? Is the cost justify especially IF 3D stacking tech had become the norm?

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I can't say. If it has double the productivity, then double the cost is justified for EUV users. In my opinion, it is an economic consideration, not a technical one. It doesn't really enable a new node, it makes existing nodes more productive. It lowers the cost of EUV produced chips per unit IF used at maximum capacity.

ASML still has no licence to ship newest machines to China - CEO​

AMSTERDAM (Reuters) - The chief executive of ASML Holding NV on Wednesday said the company still has not received permission to ship any of its most cutting edge lithography systems, which are necessary to make advanced computer chips, to China.

Under pressure from the U.S. government, the Dutch government has withheld granting a licence for ASML to export the machines, which are considered "dual use" goods with possible military applications.

CEO Peter Wennink said he thought it unlikely that China would be able to replicate top lithography technology independently because ASML relies on "relentless innovation" and integrating components that are only available from non-Chinese suppliers.

"I am not saying it cannot be done, because I know the laws of physics are the same in China as they are here," he said. "Never say never. They will certainly try."

gadgetcool5 said:

ASML still has no licence to ship newest machines to China - CEO​

AMSTERDAM (Reuters) - The chief executive of ASML Holding NV on Wednesday said the company still has not received permission to ship any of its most cutting edge lithography systems, which are necessary to make advanced computer chips, to China.

Under pressure from the U.S. government, the Dutch government has withheld granting a licence for ASML to export the machines, which are considered "dual use" goods with possible military applications.

CEO Peter Wennink said he thought it unlikely that China would be able to replicate top lithography technology independently because ASML relies on "relentless innovation" and integrating components that are only available from non-Chinese suppliers.

"I am not saying it cannot be done, because I know the laws of physics are the same in China as they are here," he said. "Never say never. They will certainly try."

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And yet, on the HINT that the Chinese had a working EUV machine, the same people will passionately lobby to allow them to sell to China under threat of losing that market and having to tolerate competition.

gadgetcool5 said:

ASML still has no licence to ship newest machines to China - CEO​

AMSTERDAM (Reuters) - The chief executive of ASML Holding NV on Wednesday said the company still has not received permission to ship any of its most cutting edge lithography systems, which are necessary to make advanced computer chips, to China.

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Well, with the latest and greatest ASML DUVL machines, you actually can make 3nm and 5nm chips.

It's probably not nearly as economical as EUVL solutions (think of the increased multi patterning requirements for DUVL at advanced nodes).

tokenanalyst said:

And yet, on the HINT that the Chinese had a working EUV machine, the same people will passionately lobby to allow them to sell to China under threat of losing that market and having to tolerate competition.

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ASML's current stock valuation and high prices are largely set on its monopoly power in the EUVL sector.

Skywatcher said:

ASML's current stock valuation and high prices are largely set on its monopoly power in the EUVL sector.

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@Skywatcher BUT sir can they deliver? with a lot of backlogs and supply chain issues with the recent fire accident in ASML facility in Germany?

US-China tech war: Shanghai to woo semiconductor talent and support local chip development with shower of cash​

Government will subsidise up to 30 per cent of investment in semiconductor materials and equipment projects in the city

The Shanghai municipal government is rolling out a slew of generous incentives to attract talent and firms along the semiconductor supply chain, as part of China’s drive to fast track domestic chip industry development.
According to a government policy document published on Wednesday, the Shanghai government will subsidise up to 30 per cent of investment – up to a total of 100 million yuan (US$15 million) – in semiconductor materials and equipment projects in the city.
It will also subsidise 30 per cent of investment in chip software projects, such as electronic design automation (EDA) tools, up to the ceiling of 100 million yuan.
The same 30 per cent subsidy policy also applies to tape-out – where chips are tested for flaws before they are sent for mass manufacturing – for chips with nodes less than 28-nanometres.

Analysts said the move signalled Shanghai’s resolve to help China overcome US sanctions targeting the country’s chip industry and would help cement the city’s position in the industry.

“The new policy incentive is stronger in amplitude than those in the past,” said William Wang, CEO at Shanghai-based consultancy IC Cafe. “It will also help Shanghai to attract and retain [semiconductor] talent to live and work here.”

Shanghai is also offering up to half a million yuan in allowances, in addition to housing support, to highly-skilled semiconductor professionals who choose to take up work in the city.

ansy1968 said:

@Skywatcher BUT sir can they deliver? with a lot of backlogs and supply chain issues with the recent fire accident in ASML facility in Germany?

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They're still the only people to bring EUVL to market (so far)

NEWater project: EDI Ultrapure Water Equipment for Semiconductor Chip Production.