Chinese semiconductor industry

Overbom said:

This factory is also stated as a reason why S.Korea is reluctant to join the US-led semiconductor alliance. They are afraid that if they did so, China would retaliate on this fab

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If true, China should continue to encourage the SK elites to setup more factories in China. It would be a win-win for both countries, and may foster conditions for better relations between the two in the future.

Both Samsung and SK Hynix already have substantial production in China.
In a way they are protecting themselves. Otherwise the Chinese government would send more funds towards making Chinese V-NAND and DRAM factories.

Overbom said:

That's spot on. Also don't forget the EU-US Technological Council that is set up in order to block Chinese Tech advancement. Anyone who still believes that EU is "neutral" has probably not kept to to date with news for the past years.

In fact, forget Huawei, the big thing that showed the EU had taken US' side, was them accepting the US ASML ban on selling advanced IC equipment to China.

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The EUV ban is purely the job of the Dutch government. Northern Europe has been one of the most pro-American regions on the planet since 1945. We had reports about the Danish intelligence agency spying on the Danish defense industry on behalf of the CIA last year. Southern and Central Europe is not like that though. They are winnable for China. I think everywhere except the Baltics and Northern Europe are worth the effort.

BoraTas said:

The EUV ban is purely the job of the Dutch government. Northern Europe has been one of the most pro-American regions on the planet since 1945. We had reports about the Danish intelligence agency spying on the Danish defense industry on behalf of the CIA last year. Southern and Central Europe is not like that though. They are winnable for China. I think everywhere except the Baltics and Northern Europe are worth the effort.

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Yeah wouldn't be surprised Northern European monarchies have invested a lot in the US via companies like Black rock over the centuries etc. Their success depends on the US success as being the global bully.

A strategy for efficient p-doping in Al-rich AlGaN​

Huawei to expand into 10 new areas.
1. Guo Ping, the current chairman of Huawei's board of supervisors to head the Electric Power Digital Corps. He said that in our current great dual-carbon era, energy is the main battlefield;

2. Airport and track legion: firm belief, dare to show sword, airport track, fight bravely;

3. Hu Houkun, the rotating chairman of Huawei on duty, presented the flag to the Government Affairs One Netcom Corps. The latter swore: Huawei will win, win, win!

4. When presenting the flag to the army in the park, Hu Houkun said that using ICT technology to redefine the park, make the park safer, smarter and greener;

5. Huawei's current rotating chairman and CFO Meng Wanzhou said that when I was in Vancouver, I got a very precious gift, the Huawei watch from our sports and health regiment. After I got that watch, I began to fall in love with it. Sports, people who love beauty and life will love sports and health.

6. Wang Tao, Huawei Executive Director and Director of the ICT Infrastructure Business Management Committee, presented the flag to the WAN Corps...

7. Ding Yun, the current vice chairman of Huawei's board of supervisors, presented the flag to the data center base army...

8. The Legion of Digital Sites Pledges: Victory, Victory, Victory…

9. Yu Chengdong, Executive Director of Huawei, CEO of Terminal BG, CEO of Smart Car Solutions BU, and Director of IRB of Smart Terminals and Smart Auto Components, presented the flag to the Interactive Media Corps. The latter all swore that technology empowers art, lays out technical standards, and leads the future of the industry ;

10. When the oath of the new nuclear army is displayed, the subsequent screen displays, starting a new journey, supporting the ultimate new experience of smart terminals; bravely breaking into the new world and creating the strongest competitiveness of global display...

Chipmaker SMIC Grew Net Profit by 138% to USD 5.4 Bn in 2021​

SMIC is stepping up chip production, building wafer fabrication sites throughout mainland China, including in Beijing, Shenzhen and Shanghai


Semiconductor Manufacturing International Corporation (SMIC), a partially stated-owned publicly-listed Chinese pure-play semiconductor foundry, published its 2021 annual report on March 30, which shows its net profit increased 137.8% over the previous year to USD 1.702 billion.
SMIC’s total revenue in 2021 grew about 39.3% to USD 5.443 billion, the best in the industry, according to Jiemian News, a business news provider.
SMIC claims that the net income growth in 2021 is mainly due to the increase in sale volume and price of wafer and a change of product combination. Sales volume of wafer expanded 18.4% from 5.70 million pieces in 2020 to 6.75 million pieces in 2021. The average price of wafer rose from USD 610 in 2020 to USD 738 in 2021.
The proportion of the company’s revenue from mainland China and Hong Kong in its 2021 total revenue increased to 64.0%, while the rest came from the US and European markets.
Product-wise, revenue from smart phones, consumer electronics, smart home and others accounted for 32.2%, 23.5%, 12.8%, and 31.5% respectively of the wafer fabrication income in 2021.
TrendForce, a business consulting agency, shows that SMIC is the 5th- largest contract chipmaker globally, with a market share of 5.2% in Q421. The top four contract chipmakers globally are TSMC (52.1%), Samsung (18.3%), UMC (7%) and GF (6.1%).
An ongoing global chip shortage has boosted the profits of chipmakers. SMIC is expanding its capacity, building wafer fabrication sites throughout mainland China, including in Beijing, Shenzhen and Shanghai. After those sites achieve full capacity, SMIC’s total capacity will double, according to Jiemian.

From @Oldschool, of the 3 core tech needed for an EUVL the Chinese solved two of them (optics and Dual stage bench) and are commercially applicable, meaning they're not research tool anymore BUT can be mass produced. the original power source the DPP is not powerful enough to be commercially viable and we have to wait for HEPS project to finished in 2025, a major breakthrough in LPP this year or a successful JV with Russia in 2024.

Oldschool​

Junior Member​

Registered Member
Today at 2:10 AMNew

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中国芯再加速！国产光刻机核心部件迎来突破，距离胜利又近了一步,如果要评选中国最急需突破的科技产品，恐怕非光刻机莫属，作为芯片制造流程中技术难度最大、成本最高、最难仿制的关键设备，光刻机已经成为“压制”中国科技进步的最大阻碍。全球唯一的EUV光刻机供应商、荷兰科……
xw.qq.com
Not sure if this is news to you but anyway
For EUV mirror for projection optics, changchun optic institute has solved the manufacturing issue.
就在近期，中国新闻网就报道了一则重大利好消息，长春光机所已经成功突破了光刻机核心部件“光学投影物镜”制造关键技术，实现了中国超精密光学技术的跨越式发展。

Advancements in Diode Lasers Fuel Automotive Lidar

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