Chinese semiconductor industry

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hvpc

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I really don't know about that, especially the gossip part. I don't talk about my work to my family in specifics because they don't understand. If someone says "yeah we installed a big machine at work" it can be anything, and "yeah we installed an SMEE ArF immersion lithography tool" will be met with "?????" from people outside the industry. Just another example: some people occasionally go to the subfab facilities to check in on say, an online gas analyzer for spot troubleshooting. But despite the subfab being critical and huge, 99% of the public doesn't know it exists and doesn't even understand that subfab is the word to describe it.

More concrete example: a jet is big, it's loud, yet they're tested in absolute secrecy all the time.

I understand that a lithography system is large and complicated. But it's also broken down into smaller boxes and installed inside a critical part of the cleanroom. Whose gonna see it? How many of those people are gonna realistically talk especially if told not to? Of the people that do, whose gonna mention it to a reporter or a technical person that takes it to a reporter?
Raise your hand if you’ve ever taken delivery of scanners before.

Enough said.
 

tokenanalyst

Brigadier
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Raise your hand if you’ve taken delivery of scanners before.

Enough said.
With all my respect bro I understand what you are saying, those equipment are big and hard to conceal, but I think when very sensitive equipment is delivered fabs workers don't go and tell everyone what is being installed in the fab, NDAs are taken seriously in those places. My guess is that unless the fab wants some propaganda, it will hide from the public their the different components of their manufacturing process. In the case of China the situation is even worse because the geopolitical situation.
 

FairAndUnbiased

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View attachment 88210

Exactly, just look at this ion implanter delivered by Kingstone, looks as big as lithography scanner if not bigger and if they hadn't done a ceremony announcing the delivery of the equipment, we would never have known that it was delivered, and what's more is that we didn't even know what a fab this is. It may be SMIC. but we are not going to know it is secret and apparently no information has leaked where this equipment is installed.
Looking at this building from the outside based on this photo it could be any number of industrial buildings, looking at the unmarked crates it could be any kind of industrial machinery.

Let's say there were no signs there. If you told me that was a hospital equipping a new oncology unit why would I disbelieve unless it was location and timestamped?
 

FriedButter

Colonel
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I don’t know why hpvc expects a lot of workers and employees to openly talk about a bunch of stuff being moved in. Why don’t the privates in the military post about their patrol routes, inventory, etc? Why don’t workers in naval shipyards post sensitive stuff online? Why don’t engineers post corporate secrets for everyone to see?

It’s because the vast majority of people don’t care. They do their job, go home, open some entertainment, go to sleep, and repeat. Humans by nature are risk averted. If they signed an NDA, then they are even less likely to openly speak about it since they have a career, future, and life to think about.
 

tokenanalyst

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I don’t know why hpvc expects a lot of workers and employees to openly talk about a bunch of stuff being moved in. Why don’t the privates in the military post about their patrol routes, inventory, etc? Why don’t workers in naval shipyards post sensitive stuff online? Why don’t engineers post corporate secrets for everyone to see?

It’s because the vast majority of people don’t care. They do their job, go home, open some entertainment, go to sleep, and repeat. Humans by nature are risk averted. If they signed an NDA, then they are even less likely to openly speak about it since they have a career, future, and life to think about.
Is not that is impossible that a leak will happen but i think is more likely that will come from an investor who got the information in a meeting than from workers on the fab, which i think was the case of Samsung and their problems with their GAA 3nm node, if a fab worker leak information I guess it will do it in way that doesn't compromise its own future, the leak will become a rumor rather than objective news.
 

Michaelsinodef

Senior Member
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Is not that is impossible that a leak will happen but i think is more likely that will come from an investor who got the information in a meeting than from workers on the fab, which i think was the case of Samsung and their problems with their GAA 3nm node, if a fab worker leak information I guess it will do it in way that doesn't compromise its own future, the leak will become a rumor rather than objective news.
Another thing is also, even if a worker leaks something, is he really gonna leak it on the internet?

I don't think so, more likely to just be in conversations with say family or friends, which will basically just make it turn into a rumour at most.

Not to mention, at the end of the day it be in chinese, and we're likely not gonna have any kind of english article (and bigger/most chinese news probably wouldn't report on it).
Could say the US, taiwanese, korean etc. forces/parties possibly have spies/network inside of China that might catch something like that? Yes, should we expect them then to share it with the greater public? No. Or well we might one day get some news in Washington post that maybe says SMIC is under investigation for providing X to Y company that makes chips for Huawei, maybe.
 

tokenanalyst

Brigadier
Registered Member
Another thing is also, even if a worker leaks something, is he really gonna leak it on the internet?
In 2018 or 2019 I read comments in post made in some Chinese blog about the SMEE lithography machine, some were made by i guess would be ex-employees of SMEE and most of the post there were about being overwork - management problems (I hope they solved that), but none of the post that I remember give up information that i would consider "Technical or confidencial", except for what most people already knew in the press.
 

FriedButter

Colonel
Registered Member
Is not that is impossible that a leak will happen but i think is more likely that will come from an investor who got the information in a meeting than from workers on the fab, which i think was the case of Samsung and their problems with their GAA 3nm node, if a fab worker leak information I guess it will do it in way that doesn't compromise its own future, the leak will become a rumor rather than objective news.
Yea. Large investors, big banks, the CIA etc. They likely have their own connections but they generally keep it to themselves instead of opening discussing it.

On an unrelated note, the biggest defense is the language barrier. US Congress moves against China tend to be reactionary.
 

tokenanalyst

Brigadier
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Prove that you have.

Enough said.
It might be, @hvpc and @FairAndUnbiased they know their stuff, but I have trouble believing that fabs workers go around telling people outside the things that happen in their work environment and much less very sensitive information like new equipment. That will mean a lack of discipline in the industry and possible breach of contracts.
 
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