@tokenanalyst that's why you, @WTAN @foofy @FairAndUnbiased @krautmeister @huemens and @Oldschool are a national treasure of SDF.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Yes agree .. if it is the case as you say that "equipment is remotely monitored for maintenance and correct operation", then things look bad. This U.S. Commerce Secretary Gina Raimondo required late 2021 all data from semiconductor chip manufacturers under an explicit threat of having methods to acquire these if not submitted voluntarily and now we know that acquired data was not for analyzing supply-chains. The State Department with people like Blinken, Nuland and Co. are crazy and angry and whatever can happen. They are out for financial war also with China - nothing will stop them and anything giving a reason for stopping China will be used - they don't care about supply chains and electric cars ..
manqiangrexue
Brigadier
Some of it is true in that there are still technologies that Chinese doesn't have but China moves faster than any other country in the world with the largest pool of STEM talent and a greater sense of purpose due to the direction of the central government which means that when we get to the bolded part of your comment, we have moved on to (Western) fantasy. And even that fantasy is dying because 2 years ago, they said it will take China 20 years or more. Now they hope it takes China another 10 years. Another 2-3 years later, they'll say yeah, China did it, BUT AT WHAT COST? LOL Some Chinese STEM students had to study like 80 hours a week! That's a human rights violation!
What are the products that KLA, LAM and Applied Materials can make that china still cannot? Or is it just an integration and quality issue?
We mainly focused on the lithography machine compared to ASML but there's a lot of other components, which I thought china can make right now. Just want to clarify.
If the density is equivalent, then what's the difference? They have zero to do with actual physical sizes.
unrealistic. they cannot shut down SMIC for anything that does not require immersion lithography, which is ~70% of SMIC revenue. also there will be retaliation.
KLA does process metrology like critical dimensions measurement. That I am not sure on.
Lam and AMAT are competitors in deposition equipment and etch tools. Naura makes deposition and AMEC makes etch.
From my view Chinese companies can do Ion implantation, CMP, deposition, etching, thermal processing, testing and mostly everything now up to 28nm or less, lithography is still main issue but for i been seeing i think SMEE already have the immersion machine ready, with SMIC testing one and YTMC testing the other.
So i think is more an scaling issue, they are growing pretty fast, with some companies doubling sales every year but they can't serve the market all at once. But the positive feedback loop is there
I think that is what the company that ASML was accusing do, metrology.
And there is few other companies in China getting onboard on the metrology/inspection business.
manqiangrexue
Brigadier
Careful who you call a nobody. Martin van Der Brink, chief technology officer of Esmol is a bigger somebody than you for sure.
What major project doesn't? TSMC? Intel? ASML? Google all of them with "delayed" and see how many articles you find. When ASML is delayed, they go, "See you in 3 years, mofos!" () China sets an extremely aggressive deadline, then pushes it back by months as needed. The same pundits who are always wrong on China then go, "10 years! You failed; that's another 10 years if not 20!"
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