sorry typo $850 million. I was thinking of the money in my bank account.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.
View attachment 95027
What I'm saying is that it took one day to walk out of the building with ASML's software. It took ASML 10 years and $850 million to develop it, and in 1 day the Chinese have the technology and ASML can't do anything about it because although they won the lawsuit, the thief declared bankruptcy. ASML CEO "Supply Chain" Wennink has been screaming about this and US did a little token sanctioning of the Chinese thief.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.
@olalavn Sir from Asiatimes describing the chip use.First Beidou Short Message Chip in China Announced and Popular Smartphones Realize Satellite Communication
Japan's semiconductor industry was fucked over by US citing 'national security interest'Japan's collapse has been the remarkable semiconductor story of the past 30 years. They used to be at about 50% and now they're at 10%.
That possibility, with regards to what you say might happen to SMIC, is much less of a probability than the one that you actually responded to, which is actually a fact.
You mean no one showed China this video?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.
Nice! ASML can go take a dip in the Crimea River.What I'm saying is that it took one day to walk out of the building with ASML's software. It took ASML 10 years and $850 million to develop it, and in 1 day the Chinese have the technology and ASML can't do anything about it because although they won the lawsuit, the thief declared bankruptcy. ASML CEO "Supply Chain" Wennink has been screaming about this and US did a little token sanctioning of the Chinese thief.
Similar playbook in action, tho unlike Japan, China is not dependent on US for it's defense and can afford to compete even when US employs non-market actions.
When you say that always remember that Japan has a comprehensive capability in semiconductor and IC chip manufacturing equipment, components, and materials capability with the exception of EUV machines. Every other thing with regards to equipment, components for equipment (such as photomasks, lenses, and power sources), and materials it is able to produce. Companies such as Nikon, Canon, Tokyo Electron, and Gigaphoton can do so.Japan's collapse has been the remarkable semiconductor story of the past 30 years. They used to be at about 50% and now they're at 10%.