Have we seen any announcements of domestic equipment to sub out LAM, Applied Materials etc... ? What would they specifically restrict to cap at 128nm?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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@Pkp88 bro as long as the Chinese is one generation behind, its okay BUT IF YMTC did push thru with its 192 layer chip then all hell break loose. The Americans with SK will not accept that the Chinese had gain parity and more so IF they're able to surpass them.
May 17, 2022 — China's Yangtze Memory Technologies (YMTC) has delivered samples of its in-house developed 192-layer 3D NAND flash memory to a few customers ...
Yangtze Memory Technologies (YMTC), China's largest maker of 3D NAND flash memory chips, said it has already started sending samples of new 192-layer 3D ...
@antiterror13 and Sir what perplexed me , why did they have to telegraph their intentions, IF the goal is to hinder the Chinese they should go all out, all these threats and half measure restriction backfire cause the Chinese were able to prepare.Well, it is another solid proof that they are worried of Chinese superior product both technically and pricing wise
It may work 15 yrs ago, no way this time ... the train has left long time ago and this supapowa still thinking old paradigm in 1980s that they successfully destroyed Japanese electronic industry, in fact the Japanese economy that hasn't recovered so far
My be they were waiting for the chips act to pass. Now they can give a piece of that to these equipment companies while they cut down on sale to China. Now they are just straight up banning without even saying National Security or anything. This is a golden opportunity for Chinese equipment makers to ramp up production.
This is a free gift to AMEC
US is acting as if they still have monopoly on equipment. Of course AMAT and Lam research are still leaders in their market....but no more in a monopoly situation. Only the banning of ASML would be effective nowadays.
Although also ASML has been and is subject to huge US pressure, the simple fact that it is not a US company, nevertheless makes the things much more difficult for US administration, and has proven a good thing for China.
This is only speculation on my side, but my opinon is that if ASML would have been an american company, now things would have been much much worse.
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Micron doesn't have any factory in China. Easy target for retaliation.
We can rephrase your question in an almost equivalent one: "What is the road-map of SMEE regarding volume production of future models of lithography machines?"
The answering of the second question correctly answers also the first one. Unfortunately I am not able to answer the second question (very few people are).
I can only speculate for the most immediate near term (this year and the next one). In case of an immediate ban of ASML immersion machines then the current capacity development projects of SMIC, YMTC, CXMT and Shanghai Huahong would be affected. In particular for SMIC and Huahong it would mean a partial block, because they can still develop capacity in legacy nodes. For YMTC and CXMT it would mean a complete stop of production capacity development.
I really hope the above cited companies have already ordered ASML machines in advance. Maybe it does not fit industrial/cost management logic, but in current situation buying the critical tools in advance is the only (almost) safe approach I can see. ASML could always do not deliver even an already ordered and paid machine, but this would be much more difficult than just stopping taking new orders.
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Nand and memory do not need state of art machines. More easy to solve than smic
Nand and memory definitely need sub 28nm immersion lithography. Maybe do not (immediately) need EUV, but this is a different thing.
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