Chipmakers brace for more trouble as Russia limits exports of rare gases
Here is an article in Korean which seems to suggest that Jinhua memory is in mass production. Jinhua was the first Chinese semi company to be placed on the US blacklist restricting access to US equipment. The message from this story is that it is possible to to build a modern semi fab without AMAT, Lam and KLA.
@european_guy thanks bro, been waiting for this news, so I'm wrong TSMC had signed up for this machine. I think ASML prefer TSMC as partner on this project than Intel, experience working together have proven to be super successful. I'm just surprises that TSMC isn't the first one to sign up, knowing their close relationship.
Business is business, my money is as good as yours. Intel is an American company. The Netherlands won't prevent ASML from supplying Intel if Intel demand such equipment. So why would Intel be less preferred?@european_guy thanks bro, been waiting for this news, so I'm wrong TSMC had signed up for this machine. I think ASML prefer TSMC as partner on this project than Intel, experience working together have proven to be super successful. I'm just surprises that TSMC isn't the first one to sign up, knowing their close relationship.
@Weaasel that's what bothering me, why TSMC isn't the first customer, their partnership is what makes them number one in their respective fields. I'm thinking that TSMC using the current EUVL had crack the tech for both 3nm and 2nm so why spend an enormous amount (double the price) for a new EUVL? I understand Intel motive as they try to play catch up to sign up for this machine BUT they don't have the product for that machine to produce, they don't even produce a 7nm chips what more a 3nm and 2nm chip? I'm no expert BUT a novice like me can see that TSMC hesitation may force ASML to lower their new HIGH NA EUVL price cause they need TSMC more than Intel to make this machine successful.Business is business, my money is as good as yours. Intel is an American company. The Netherlands won't prevent ASML from supplying Intel if Intel demand such equipment. So why would Intel be less preferred?
@Weaasel that's what bothering me, why TSMC isn't the first customer, their partnership is what makes them number one in their respective fields. I'm thinking that TSMC using the current EUVL had crack the tech for both 3nm and 2nm so why spend an enormous amount (double the price) for a new EUVL? I understand Intel motive as they try to play catch up to sign up for this machine BUT they don't have the product for that machine to produce, they don't even produce a 7nm chips what more a 3nm and 2nm chip? I'm no expert BUT a novice like me can see that TSMC hesitation may force ASML to lower their new HIGH NA EUVL price cause they need TSMC more than Intel to make this machine successful.
It seems Taiwan strategy is the following: build as much capacity as we can and bound to us as many customers as we can (especially US customers). Is a strategy that makes sense from their point of view, don't know if it will succeed, with China and US building up semiconductor factories for geopolitical strategic reasons (i.e. build them up anyhow, no matter what) we can foresee a big capacity surplus in the market in few years from now...interesting times ahead! Not everybody will survive...