Chinese semiconductor industry
- Thread starter Hendrik_2000
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Half of 2022 has passed and we have not heard any confirmation of a domestic DUV has been qualified for 28 nm production, not to mention an indigenous 28 nm production line. I, like many forum members, am getting quite anxious.
Until this happens, all our talks about timing of indigenous 14 and 7 nm DUV and SUV are at best educated guesses.
Confirmation of an domestic 28 nm DUV and an indigenous line, even if it will take another year or two to ramp up production, will totally change the calculation and make it far more difficult to ban sales of semiconductor production equipment to China.
Until this happens, all our talks about timing of indigenous 14 and 7 nm DUV and SUV are at best educated guesses.
Confirmation of an domestic 28 nm DUV and an indigenous line, even if it will take another year or two to ramp up production, will totally change the calculation and make it far more difficult to ban sales of semiconductor production equipment to China.
It’s been radio silence since the start of 2022 tbh. Few news and even less articles including Western ever since we entered into 2022.
To me, as far as this domestic 28 nm DUV is concern, no news is bad news.
Given the recent political environment, it is to China's advantage to announce it if it passed qualification.
So more companies get into the entity list. SMEE use to post updates regularly in their website but after the U.S put them in the entity list they went absolutely dark.
CTEC semiconductor websites are blocked to outsiders and some other companies are adopting a lower profile. Everything is happening in the dark right now.
Given the choice of DUV (and other IC production equipment) embargo versus a few more companies getting into the entity list, I will choose the latter.
Any reason why China should be making decisions based on political motivates? They aren’t the West.
I still think the American wouldn't be able to convince the Dutch to ban DUVi and the other areas in semi equipment they are much much better positioned and growing faster like Etching, deposition, cleaning, metrology, doping, thermal processing, ion implantation and so on, as you can see if you read this thread. The problem now is production scale, produce enough equipment to fill the scale hole in the case if the U.S ban American companies from selling to China.
I'm not sure if I'd agree. I think it's much better keeping a low profile as possible. At least it prevents other companies from being sanctions affecting their bottom line.
Id rather china have a secret domestic semi production line and increase production numbers that way than come out with announcements causing other companies being sanctioned before they are comfortably ready. It may suck for us observers but that would be much better for china as a whole
By "political environment", I mean the threat of DUV (and other equipment) embargo. The threat is politically and not economically motivated.
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