Chinese semiconductor industry
- Thread starter Hendrik_2000
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May be, like some other countries that I am aware of (one example is Singapore), using the name China in a company or organization name requires government approval.
@gadgetcool5 bro we welcome you to our tribe IF you're willing to be converted, we the optimates will welcome you will open arms....lol Seriously bro don't you follow the discussion here, It was Yesterday news and with that we have less topic to discuss cause we are all waiting for 2025 and that's a long wait...lol
The question is how many will be produce this year? My speculation will be 8 to 12 units, next year it will ramp up cause U-precision and Beijing Gouwang Optics will have finished their expansion plan. So in a way SMEE will deliver this machine to multiple FABS aside from the SMIC, YMTC, HUA HONG and ICRD to help it improve with technical feedbacks, just like the partnership TSMC had with ASML that help them dominate the industry. And I think the rumored Huawei FAB may have received a unit with ICRD supervising its operation.
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Great news if this is true. Then the next major milestone for China will be qualification of a fully indigenous 28nm line. When that happens, China is more than half way to her semiconductor self sufficiency goal.
Volume production has always been one of China's strength. So ramping up production is not much to worry about.
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Because EUV radiation from SSMB processes is produced using a particle accelerator. One analogy is to think of it this particle accelerator as a utility provider such as an electrical power station, only that it can be used to produce EUV radiation among a number of things. Power stations cannot be exported whole. Aside from having electromechanical systems erections and installation, they still need so significant amounts of civil engineering works to be built. The same goes with particle accelerators which can produce EUV radiation, and unto which have been incorporated equipment and materials for EUV lithography for the manufacture of the finest nodes of IC chips. ASML isn't into the civil works construction of producing particle accelerators.
Indeed, I have great appreciation for the state owned companies with straightforward names (CETC, Wuhan Steel, etc) and larger public companies that just outright use pinyin names like Baidu, Huawei, Haier, Xiaomi, Datang, etc.
Seriously wtf is up with these names? is Qi'er so bad??
I did dunk on GermanLitho before though. They deserve the dunking more than anyone. Seriously, GermanLitho, wtf.
Remember that TSMC is only able to produce the most sophisticated IC chips in the world because it is provided with the tools and materials to do so, including EUV lithography machines, vapour deposition machines, and photoresists that are mostly imported. TSMC is a Taiwanese company and Taiwan is a defacto loyal vassal of the United States, so the United States will not object to its allies such as Japan, the Netherlands, any other EU country having their companies provide TSMC with equipment and materials necessary for it to produce such amazing chips. Even Chinese companies supply TSMC with vapour deposition and etching equipment.
An analogy for TSMC is that it is the best chef in the world, capable of cooking any meal very deliciously. But that chef doesn't produce his own ingredients, nor does he make the best cooking knives, pots, and pans that he cooks with. He purchases them from various suppliers.
Remember that Japan is capable of producing to high quality all equipment used in IC chip manufacturing except EUV lithography machines. Gigaphoton is a Japanese company that is capable of producing the power light source to vapourize tin droplets used in ASLM's EUV lithography machines, even though it is not the supplier of that light source. It is very plausible that if Japan committed itself politically it could acquire ASML's machines to produce 7 nm and below IC chips, establishing a company or bestowing one or more existing companies for that purpose. Additionally, Canon does possess nanoimprint lithography technology that can produce at nodes of less than 20 nm.
The main barrier to that, even given such political will, is not Japan's lack of technological capability but whether there is sufficiently a market for a new major Japanese entrant into it. China doesn't have that market barrier, since China is actually presently subject to a defacto partial embargo and has the domestic market to undertake import substitution on a highly dominant scale. China has already committed itself to such gradually heightened import substitution.
Maybe it was named during the white monkey period in China's economic development
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