Well SMEE is not yet in the black list, they are in some weird unverified list. they could buy a lot SMEE machine like the SSA600 machines but Mikron would have to do the verification to see how the machine will fit in their own process node and they will have to wait because i had read that SMEE doesn't have high end machines in stock and their production is already probably booked.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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@tokenanalyst That is the point Bro, China will never Refuse Russia, It's up to Russian to choose what they want to buy and I think they have the patience to wait for SMEE SSA800 DUVL. Being arrogant is not in our character with the current geopolitical situation we share Russia pain cause IF she fall we're next.
I think Russia can do that.
the equipment is useless without OEM servicing parts, chemicals and software. For example some newer stuff sends data back to HQ (in the US/Japan/Netherlands) to ensure "maintenance". Heh you can imagine how 'useful' that will be.
An uncontrolled power shutdown due to power is almost as devastating as a DF-17 through the roof. Semiconductor tools are under vacuum, contain toxic/corrosive/air sensitive compounds, contain high pressure water and air, etc. They are not supposed to be without power suddenly or uncontrollably. When you expose in-process wafers to air, they're ALL JUNK. When you expose air sensitive chemicals like ALD precursors or CVD precursors to air, they oxidize... in the best of cases. They can also just explode. Breaking vacuum to air directly? You need to clean every single one of those chambers.
In a controlled shutdown, that stuff is sealed off carefully and everything is slowly brought back to atmosphere. In a sudden stop, it just... stops. Shit just happens.
No, a fab is junk if it's shot at or its power source is shot at.
It does not matter whether TSMC is intact or not. The competition is a relative thing. If TSMC is destroyed, that means the West can't get chips from TSMC either. So it's equal. Actually the West loses more because Taiwan and TSMC were under the US influence and obeyed the US sanctions on China. Denying the West access to TSMC alone is good already.
Some opinions I have seen on this forum are that the Taiwanese will destroy their own fabs when they think they will lose.
Why don't they expand production for IC equipment as urgently as they expanded production lines for the J-20?
Dont think they have that choice the US will make that choice for them.
why would Taiwanese people intentionally destroy their future livelihood? There is no guarantee that all the industries in Taiwan will remain intact, but that would be the unfortunate outcome of a war rather than people's desire to sabotage their own lives.
Chinese suppliers of noble gases such as krypton, xenon and neon, key materials for chipmaking, are churning out products to handle surging orders amid rising concerns for what could be an unprecedented supply disruption after the reported cut-off of trade activities in southern ports in Ukraine, an important global exporter of noble gases.
While the Russia-Ukraine conflict escalates, being exacerbated by the sweeping sanctions imposed on Russia from the US-led West, industry insiders said that the disruptions will push semiconductor-related industries to lean toward countries like China to fend off risks.
Several Chinese noble gas producers told the Global Times on Monday that their daily order inquiries from both home and abroad had jumped five to six times now, as a result of the military conflict in Ukraine.
A large domestic noble gas producer told the Global Times on condition of anonymity on Monday that it had received tens of new order inquiries on a daily basis, where it used to be just three to five, mostly from semiconductor producers from home and abroad.
The person said that there is rising market speculation over noble gases in the chip industry amid the fast-changing situation in Ukraine. The company produces krypton, xenon and neon gas for international clients.
Despite the extra demand, it has reached its production ceiling and capacity expansion takes time, the person said.
Ukraine is a major exporter of noble gases, of which neon accounts for 70 percent of the global supply and krypton 30 percent, according to the China Industrial Gases Industry Association.
With the suspension of trade activities, including the service halt by some large shipping companies in Odessa, a major port in southern Ukraine, the market prices of noble gases have soared.
For example, the price of neon gas in China's domestic market has exceeded 1,650 yuan ($261.5) per cubic meter, an increase of 65 percent from the beginning of the year, and it has quadrupled from a low in October 2021.
Ma Yinchuan, head of the China Industrial Gases Industry Association, who is also the general manager of Beijing Shougang Gas Co, a large domestic gas producer, told the Global Times on Monday that there has been a conspicuous increase in inquiries this week from both old and new clients, who are asking about the prices and supplies of noble gas.
"There is one chipmaker that came to us today asking for an emergency purchase of tens of cubic meters of xenon, which is quite a lot to us, since our annual xenon production is 200-300 cubic meters," Ma said.
While the market demand for more noble gas is understandable, Ma said that there is no need to be overly worried about market shortage.
"Even though noble gases from Ukraine may be disrupted now, its impact on market supplies should be manageable, since most of the domestic companies would hold at least 3-6 months of inventories," Ma said.
China always has a self-reliant supply of krypton, xenon and neon, but supply could be tightened as more global demand comes to China, Ma said.
A recent media report said that international semiconductor-related companies including ASML are looking at diversified sources of neon gas in the face of the Russia-Ukraine conflict.
While Ukraine is the major supplier of noble gas, in recent years, with an increase in China's production capacity, the Ukraine proportion of the market has declined, experts said.
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