Chinese semiconductor industry

can any American here explain the thought process to me?
China consumes 70% of the world semiconductors. The US told the world that if they use American tech or hire American researchers or accept American money, they cannot sell to China.
What is the endgame? That plan sounds pretty retarded to me. Maybe I have not listened enough rap music or watched enough marvel to understand the brilliance of this plan? Because I feel like that's a sub-Indian IQ move.

hvpc said:

Could you elaborate a bit more on your "(SMEE) shift in patent for then to today" observation?

By the way, it just hit me, iLine doesn't use laser. KrF doesn't need high power laser, RS Laser's KrF offering is plenty capable to handle fast single stage. So, one less reason against leaning to single-stage iLine & KrF.

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The dual wafer stage horse departed years ago when the first U-precision passed the acceptance of SMEE in 2017, so looks like they are going the ASML way.
2018

2021


But a cheaper upgraded single wafer stage machine would not be a bad idea for the clients who don't want to pay premium in the future or for more accurate maskless lithography.

Also looks like Nikon is using pretty hefty tricks to keep the productivity up. That will be a lost of developing time in a time when the semi industry is threatened by some lunatic politicians.

visitor123 said:

can any American here explain the thought process to me?
China consumes 70% of the world semiconductors. The US told the world that if they use American tech or hire American researchers or accept American money, they cannot sell to China.
What is the endgame? That plan sounds pretty retarded to me. Maybe I have not listened enough rap music or watched enough marvel to understand the brilliance of this plan? Because I feel like that's a sub-Indian IQ move.

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China consumes 70% of the world's semiconductors now only because it manufacturers for the entire world, but the US plan is to move all production outside of China, so that China is left producing things only for China.

nixdorf said:

China consumes 70% of the world's semiconductors now only because it manufacturers for the entire world, but the US plan is to move all production outside of China, so that China is left producing things only for China.

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I don't think thats the plan, the US is not that dumb. The plan is I believe that the US to dominate the high end chips production and China "must" buy from them. They will not touch the low and medium end chips as the profit is just not big enough

Another point the US wanted to do is that their military hardware and software is ahead of China by to control high end chips

nixdorf said:

China consumes 70% of the world's semiconductors now only because it manufacturers for the entire world, but the US plan is to move all production outside of China, so that China is left producing things only for China.

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80% of the industrial output China produces is for China's own consumption.
The US owns nothing in China. How can they even move anything? Remember how N95 masks and medical supplies were "national security" issues 2 years ago? Now virtually all US medical supplies are from China. They get even more dependent!
My original point is that the only thing the US got left is the so-called service and all of that rent-seeking shit. They don't produce jackshit.

When China locks down the entire world supply chain was absolutely fucked. And the US and EU got shut down briefly. Nothing happened. In fact, they were on their knees begging China to send in more supplies. Don't be fooled by value of industrial output and mistaken them as raw industrial power. China consumes far more materials, energy and pretty much everything material when the US and EU combined. On top of that, China is more efficient simply because of the concentration of industry.
A ton of iron is a ton of iron everywhere but a boeing plane vs 10 tons of grains or iphone 13 vs 10 N95 masks? It depends.

nixdorf said:

Trung Quốc tiêu thụ 70% chất bán dẫn của thế giới bây giờ chỉ vì họ sản xuất cho toàn thế giới, nhưng kế hoạch của Mỹ là chuyển tất cả sản xuất ra bên ngoài Trung Quốc, để Trung Quốc chỉ còn lại sản xuất đồ cho Trung Quốc.

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hahaha, they only move some low end orders to other countries... but most of those companies are from China to 70%...
1/ Raw materials China holds most.
2/ Techniques for making rare earths
3/ Semiconductor production raw materials China also holds 60-70%
4/ Special gas for chip production...

if according to my news China current independent semiconductor process is 90nm-14nm, maybe 12nm-10nm process later this year

As for the lithography device, they are only independent 90-40nm node (but that's news from last year...)

olalavn said:

if according to my news China current independent semiconductor process is 90nm-14nm, maybe 12nm-10nm process later this year

As for the lithography device, they are only independent 90-40nm node (but that's news from last year...)

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I think likely 28nm will be totally independent this year (perhaps not as efficient or cheap as ASML), and thats good enough for military that only need 65nm. Also good enough for most domestic civilian

antiterror13 said:

I think likely 28nm will be totally independent this year (perhaps not as efficient or cheap as ASML), and thats good enough for military that only need 65nm. Also good enough for most domestic civilian

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Independent 28nm-14nm is enough to contain 90% of chips

nixdorf said:

China consumes 70% of the world's semiconductors now only because it manufacturers for the entire world, but the US plan is to move all production outside of China, so that China is left producing things only for China.

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China consumed 70% of the world's semiconductor but only 18% of China's GDP is exports. What now? How do they move?