I’m an expat working in Taiwan. I know people hired from Taiwan to work at Chinese fabs…and I talk to WFE suppliers to keep up with what’s going on in the industry.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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If this is not a LARP you can do your part in national rejuvenation by importing your talents across the strait to SMIC.
For people who cannot read Bloomberg's content, you can find the article here
At the end they decided not to ban, for the moment, SMIC out of US equipment, and I found interesting one of the reasons: "Executives from the U.S. companies argue that it would be safer to install their equipment in Chinese factories because the software could allow them to monitor what the chipmakers are doing."
I guess the software allows also to control remotely, not only to "monitor". Maybe @hvpc that has worked with these machines could confirm?
If this is the case, what they not report, but maybe was discussed, is that US equipment firms possible stated that they can block SMIC at any time, and this maybe was a good argumentation for them to win this round against the administration's hawks....
....of course the ban on SMIC is a clear sword of Damocles, it can happen at any time.
SEMI: The semiconductor material market in mainland China reached US$11.93 billion last year, a year-on-year increase of 21.9%
Total wafer fabrication materials and packaging materials revenues in 2021 will be $40.4 billion and $23.9 billion, respectively, up 15.5% and 16.5% year over year. Silicon, wet chemicals, CMP, and photomasks showed the strongest growth in the wafer fabrication materials market, while the packaging materials market growth was primarily driven by organic substrates, leads, and bond wires.
Among them, the market for semiconductor materials in mainland China in 2021 will be approximately US$11.93 billion, a year-on-year increase of 21.9%.
@tokenanalyst bro @weig2000 once posted SMIC 2 prong approach strategy, using ASML to produce and research 14nm and 7nm (the project is a success and completed) while indigenizing the 28nm and 14nm line. Now I trust @weig2000 and it was supported by Totaltele article below.
Jul 26, 2021 — After gaining competency in manufacturing 28nm chips, the country is now steadily moving towards achieving the goal of mass production of 14nm ...
This is the link:
indeed most advanced WFE have remote access capability to allow servicing or diagnosis of system. But no all fab customers allow us to enable this function.
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Sorry i forgot the link.
antiterror13
Brigadier
true, but it could change instantly by some crazy people. SMIC has to assume that it will get sanction, you are talking $10B+ investment!, who would want to risk it
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