Chinese semiconductor industry

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ansy1968

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Is that enough for the U.S.? China is building 31 fabs, while the U.S. is building 12 and Taiwan 19.
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@supercat bro despite all the bellicose, everybody is happy, ASML will continue selling its DUV, Intel get its subsidies so is TI, TSMC and Samsung slightly disappoint BUT at least they will be compensated and China will be incentivized even more. So who lose 1) India with excess capacity coming NO respecting FAB will invest there 2) Korea Semi Industries 3) Taiwan Semi industries and the most affected 4) Japan, I mean can't they see the US main target is them, this is the final nail in the coffin, China is an afterthought cause they can't control them.

And one of those loser that didn't received a penny, he's right thought with Intel earnings they don't need subsidies.


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ansy1968

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28NM DUV confirmed.

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@siegecrossbow Sir you beat me to it, I was browsing Pakistan Defense Forum and then saw ChineseTiger1986 post, I'm trying to fact check it before posting and since you posted it then its legit. :cool:

An added note, I want to congratulate everybody especially @WTAN ,@foofy, @Oldschool @superdog @coolieno99 @latenlazy and many more esteem members to mentioned, It was a difficult long journey, with ups and down, doubts, anxious and frustration all the way BUT we done it and keep the fate, now the journey continue with the EUVL and I hope with @olalavn and @PopularScience joining , we can be inform of its progress from now until next year. :cool:
 
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siegecrossbow

General
Staff member
Super Moderator
Again can someone give a quick English summary? We know it's there but when is it coming? Was supposed to be last year? Or this year?

28NM DUV has been created since last year but it is still two generations behind EUV from ASML. Due to pressure TSML and ASML won’t cooperate with China. We’ll work harder and screw them over in the not so distant future.

P.S. Ok I made the last part up. But no doubt that’s going through the guy’s mind.
 
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FairAndUnbiased

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A lot of their knowledge could be easily be repurposed to serve the semiconductor industry.
trace level analysis is very important for semiconductors in general, not just in the fab but for the equipment manufacturing as well. people think 'chemical industry' as petrochemical or pharmaceutical but semiconductor (in general, not any particular fab, although even logic fabs use exotic materials like HfO2 for high k dielectric) uses pretty much every element on the periodic table and uses all sorts of equipment that is very unique and otherwise is only used in R&D labs.

I mean, an ion implanter is literally a particle accelerator. already pretty amazing. but
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to get information about buried structure as part of process metrology? this is part of why semiconductor equipment is so hard for new countries to catch up in yet tiny Netherlands has ASML (which was spun off from Philips). it has its roots in vacuum tube and radio stuff from 100+ years ago or were paid for by insane military spending in the Cold War era when Asian countries were still crushed under imperialist boots.
 

tokenanalyst

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I can't say about the United States or Europe or Japan but if there is a country that urgently need to secure its semiconductor supply chain, is China, nobody is going to try to kill Apple or Kuka or Sony, but be damn sure that the Americans politicians will try to kill every single Chinese company that make them feel insecure and don't let me talk if Trump comes to power again.
At first it was a Chinese goverment daydream BUT NOW is not even a "national security" problem anymore, is a survival issue for many Chinese companies, the well being of many people and the overall health of the Chinese economy.
 

vincent

Grumpy Old Man
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Moderator - World Affairs
I can't say about the United States or Europe or Japan but if there is a country that urgently need to secure its semiconductor supply chain, is China, nobody is going to try to kill Apple or Kuka or Sony, but be damn sure that the Americans politicians will try to kill every single Chinese company that make them feel insecure and don't let me talk if Trump comes to power again.
At first it was a Chinese goverment daydream BUT NOW is not even a "national security" problem anymore, is a survival issue for many Chinese companies, the well being of many people and the overall health of the Chinese economy.
No one listened to the Chinese government on self-reliance before Trump. Now every Chinese company is working on self-reliance. Trump should definitely be given a huge gold medal.
 
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