Chinese semiconductor industry
- Thread starter Hendrik_2000
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SMIC is already under sanction and they just lost many of their large American customers. SMIC has nothing to lose by suppplying Huawei. In fact it needs Huaweis business now, to compensate.
Hi WTAN,
It's a match made in heaven and the American is the match maker, how ironic......
It is very unlikely the Biden Administration will lift the ban on the sale of the EUVL machine to China. They will still adhere to the Waseenar Agreement ban on sales of Strategic equipment to China.
China will still need to develop their own EUVL Machine and Semiconductor equipment.
Also after Biden, the Republicans might come back to power and continue Trumps policies and restart the sanctions.
China has to continue on the path toward Tech Independence for Strategic reasons and to ensure its future prosperity.
Thats a fairy tale. Dont believe it. This is not the world of 40 years ago. Today, knowledge flows much faster.
Mandating/strongly encouraging the use of domestic equipment will be vital to make the effort worth it, like i have posted here before. Of course, people in the chinese industry knows that it will take a long time and effort to get it, and naturaly, want the "here and the now". People dont live in the future, they live in the present.
That needs american tech to function.
China should just create national champions in order to concentrate efforts, and not disperse it. They already have a lot of competition.
I dont remember if this has been posted before, but acording to this FT article, more than 13000 companies have registered as chip companies in china in the first 9 months of the year, even when many have no prior experience in the field, and that there seems to be a tendency that companies pretend to be patriotic investors when there is nationalist rhetoric, not only in the chip sector but also in most other sectors.
I think that the chinese government should just end this corporate-welfare culture.
AFAIK, companies supplying certain equipment to smic need licenses, but that doesnt mean that they are automaticaly barred from all US tech.
That distinction is irrelevant. The US has already demonstrated that it does not want SMIC to acquire the latest lithography technology, even if it does not supply Huawei. The chances ASML gets the green light to deliver that EUV machine are virtually nil, at least until it is already obsolete tech.
China should take a more active role in weaning itself off ASML tech, like publishing a timetable in which ASML is gradually cut out of the Chinese market, coinciding with the rise of domestic competitors. In the short term, SMIC can continue to import its lithography machines, but just like Huawei it will have to move on sooner or later. In the end, SMIC will support domestic semiconductor efforts, whether through its own decisions or through heavy fines imposed by the government.
I doubt that he will be listened to...
They should arrest that filth and put his head on a spike. Out with those fools.
I agree that tech independence is the best way forward, regardless of Biden's policy. However we should never underestimate the amount of resistance from China's own policy makers and industrial groups. The damage they are capable of inflicting could potentially be long lasting and catastrophic just like the termination of Y-10 had on Chinese domestic airliner's development.
Unfortunately, western worship has increasingly permeated among upper echelons of Chinese educational and political elites. It is disheartening to see that key insiders still harbour ill-advised illusions regarding American intention.
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