Chinese semiconductor industry

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tokenanalyst

Brigadier
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Very interesting. Not only they will successfully stop ASML from selling its machines to SMIC but also to Samsung, TSMC in China. Then they will close their Fab in China and leave.
Doubt it, Fat Mike (Pompeo) in the Trump administration tried to ban both DUVi and EUV but the Dutch goverment opposed to the idea and give the Americans the EUV ban as was establish in the Wassenaar Agreement, so unless there is a shooting war in the Taiwan strait (wont matter anyways because that event will be disruptive as f*ck) or China openly decide to support Russia military with hardware, I don't think they will get it this time.​
 

sunnymaxi

Captain
Registered Member
Doubt it, Fat Mike (Pompeo) in the Trump administration tried to ban both DUVi and EUV but the Dutch goverment opposed to the idea and give the Americans the EUV ban as was establish in the Wassenaar Agreement, so unless there is a shooting war in the Taiwan strait (wont matter anyways because that event will be disruptive as f*ck) or China openly decide to support Russia military with hardware, I don't think they will get it this time.​
true. ASML wont block DUV sales to Chinese customers. unless something happen very big.
 

ansy1968

Brigadier
Registered Member
this is the problem. you don't know about SMEE current projects. what you wrote is all market/western media news. its not your fault, coz you have no source neither they have.

SMEE is a small firm. also limited funding but despite all these problems, they are very technical advance to produce DUV 28nm. you know, two Chinese high tech companies closely working with them. can't disclose their names.

SMEE already delivered 28nm capable DUV.
SSA800 DUVL the first generation
SMEE is all set to announce the most advance DUV made in China in Q2 or Q3 in 2023. coz they were working on this too since long back. capable to fab 7nm. this is China's speed.
Here I bet its the mythical SSA900 22nm DUVL.
i have EUV development news as well. but i don't think so, it is right time to post something about EUV.
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i saw your one post, you said, SMIC will never produce 7nm. sorry man you are wrong here as well.

SMIC is all set to start trial production of 7nm in Q4 this year. but on ASML's DUV. it means SMIC got the latest DUV from ASML. by 2024 SMIC will be second largest chip maker in the world in terms of overall revenue.

welcome to the Chinese century.
Yes bro the NXT 2050i, so @foofy is right as well as @Oldschool and @WTAN, SMIC DUAL Approach strategy is working fine...lol
 

hvpc

Junior Member
Registered Member
SSA800 DUVL the first generation

Here I bet its the mythical SSA900 22nm DUVL.
Bro, this mythical SSA900 you created is now going main stream. It’s on Wikipedia now:

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!!!

if it’s on Wikipedia, it must be true, right? : )

we can trace the source of SSA900 back to you. Wikipedia referenced @tinrobert’s article, and I recall you mentioning you were flattered that he referenced it off of you.

how much of this is a case of self fulfilling prophecy? It appears to me many are watching SDF, drawing from information here, and talking about SSA900, a “22nm ArFi” system expected to be released in 2023. a simple search of “SSA900” in this thread will reveal these are same info as what you had speculated since the beginning of this year.

even though I want to believe in your speculations, I yearn for more supporting evidence to substantiate this claim.

have you more data to share with us from @WTAN, @Oldschool , and @foofy to support this mythical SSA900 of yours?
 

hvpc

Junior Member
Registered Member
Who do they think they are anyway? Do they think they are superior? Just ban some other Dutch products.
Let’s. Boycott tulips, strop-waffles, clogs, and Heinekin. The last would be a bit tougher to boycott, I can do away with others. LOL.

I don’t think the Dutch would be so willing to give up selling DUV litho systems to China. Litho systems is probably its highest valued export to China.


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