Chinese semiconductor industry

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56860

56860

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tinrobert said:
This is why ASML CEO "Supply Chain" Wennink is so concerned about this IP theft, and I've written about it in several articles. The IP is now in China. ASML spend $850 billion in R&D on this software IP over 10 years. China got it in 1 day for $0. This suggests Chinese lithography companies will soon catch up to ASML, provided some of the last remaining issues such as the wafer stage for better overlay are resolved.
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Do you have some solid proof? I mean it would be amazing if what you said was true, but how exactly did China steal all of ASML's R&D in 1 day? It seems unlikely.
 
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tokenanalyst

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tinrobert said:
This is why ASML CEO "Supply Chain" Wennink is so concerned about this IP theft, and I've written about it in several articles. The IP is now in China. ASML spend $850 billion in R&D on this software IP over 10 years. China got it in 1 day for $0. This suggests Chinese lithography companies will soon catch up to ASML, provided some of the last remaining issues such as the wafer stage for better overlay are resolved.
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850 billion looks like a lot money for a piece of code. Do that price include some kind of special hardware? Because spending 380% of the company revenue in a piece of code that is mostly autogenerated may sound like rip off.
850 million in ten years sounds like a more reasonable figure.
In other note the suppose IP is more related to metrology especially with their YieldStar system and their OPC software for masks, especially with DUV. None of those will help (SMEE, CHEERTECH, U-Precision, CNEPO, RSLaser) to replicate the level of ASML scanners in a easy way, those scanners are compose of many highly precise and complex subsystems, that are difficult to replicate just by looking it. Hard research and work is still the only way out.

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Overbom

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tokenanalyst said:
Is probably a typo.
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Maybe but imo the rest of the comment doesn't suggest so.

ASML spend $850 billion in R&D on this software IP over 10 years. China got it in 1 day for $0. This suggests Chinese lithography companies will soon catch up to ASML, provided some of the last remaining issues such as the wafer stage for better overlay are resolved.
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He highlights the huge amount of money invested and which China allegedly "stole" for $0. If its only 850 million he probably wouldn't go with that argument because 850 million is nothing for China to spend.

I don't dismiss the possibility of a typo, but I consider it unlikely
 
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pmc

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coolieno99 said:
but Toyota became the world's largest auto manufacturer
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it become largest due to globalization of auto industry. you cannot do that to same extent with semi conductor equipment or even FABs.
There is Auto industry in Eastern EU/Turkey but practically no FABs.
 
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