Thanks for finding a no-paywall site for my article on Applied Materials. The reason for the paywall is you need to sign up to read the articles, which is free. This way the quality is better.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Do you want that removed?
No not at all. I'm just saying if someone registers on the Seeking Alpha website, which is free to do, you can read not only my articles but dozens of others every day. I write exclusively about semiconductors but there are other topics.
In the long run there are several things they can try to do. One is to recycle the neon gas used to run the excimer lasers. This would cost money and would require redesigning the semiconductor fabs. From what I understand this would not be exactly easy. Even in the best case would take a year and you would need to stop chip production in the meantime. Another option is increasing neon production like you said. The steel plants which can be refitted to generate neon gas are mostly the older kinds of steel plants like the ones which used be in service in the former Soviet Union, Warsaw Pact, and China.
Saw an article that south Korea posco has mastered the technology to produce neon from its plant recently after working on it over last few years
We can expect a big Intel return by 2025.
By that day they will have, as firsts, the new ASML's TWINSCAN EXE:5200, they own a new state of the art fab, and they have full US government's political and coercion power at their back, it means they will be able to poach talent and get technical and trade info out of TSMC and Samsung freely.
I would not be surprised to even see Intel entering TSMC as shareholder, eventually sharing the ownership of TSMC new US fab.
After visiting TSMC in Taiwan, Intel CEO said he pursue a "long-standing relationship with TSMC", for US mentality it means they will buy it or enter as shareholder, they will not remain simple customers. Something similar to Western Digital and Toshiba, where the latter designs and produces memories and the former get the benefits and dictates the strategy.
...and if TSMC does not want to sell? Well...just make a phone call to Washington and everything will be fixed. Taiwan is too small and to dependent on US to have a say. And it seems they bound themselves to US more and more every day. It seems impossible to me that Taiwan people miss the simple reality that, when you are bounded to US big brother, US will ask you to do something and you will not be able to say no. Even for entire continents like Europe, is very hard to say no to US.
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Can you prove that there is No distinct category of 14 nm only and 28 nm only equipment?
@european_guy bro TSMC may go to China IF China deliver an EUVL, the thing is TSMC maybe planning a Chinese subsidiary, they're cautious cause they already had invested huge amount on ASML EUVL and being a market leader they have to recoup its investments. From looks of thing they're trying to delay the Arizona FAB construction, maybe the promise gov't subsidies didn't materialized or are feeling the wind of change regarding geopolitics. With Intel the only customer of the new ASML high NA EUVL, it's a hint that maybe TSMC had other plans and by not buying and investing maybe they have seen something that we don't, that a possible Chinese FAB with Chinese EUVL, who knows.
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