Chinese semiconductor industry

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tinrobert

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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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sorry typo $850 million. I was thinking of the money in my bank account.
 

tinrobert

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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.
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.
 

ansy1968

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First Beidou Short Message Chip in China Announced and Popular Smartphones Realize Satellite Communication
@olalavn Sir from Asiatimes describing the chip use.

A 22-nanometer BeiDou high-precision positioning chip was
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in September 2020 and has been mass-produced since last year.
The chip, which is small enough to be built into smartphones, can also receive signals from the US’ GPS, Russia’s Glonass and the European Union’s Galileo systems.

Sir my question, I think CETC is the one who produced the chip, with such capability then we can assume either they used a 28nm DUVL or the mythical 22nm, can you expound more thanks.

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1 day ago — China is seeking to promote the civil use of its BeiDou satellite navigation system by launching a new chip that can support short-messages.
 

phrozenflame

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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%.
Japan's semiconductor industry was fucked over by US citing 'national security interest'

There were trade sanctions and some firms like Toshiba were screwed over.
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All that + Plaza accords that Japan was forced to accept led to Japan's ongoing 30 years of stagnation.

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.
 

Rettam Stacf

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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.

Not sure where he comes from. But his is a typical Jai Hind (thought I will never ever use these 2 words) methodology for benchmarking :
  1. Assume the worst case for the other guy
  2. Assume the best case for yourself
  3. Declare victory and celebrate being a Supapowa
 

9dashline

Captain
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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.
You mean no one showed China this video?

 

ZeEa5KPul

Colonel
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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.
Nice! ASML can go take a dip in the Crimea River.
 

european_guy

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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.

I agree the huge difference here is that China, contrary to France and Japan, is not a US satellite state.

The sell of Alstom to General Electric was green lighted by Emmanuel Macron, at the time deputy chief of staff for French President. Many in France think that this favor to Americans helped his future political career. He become Economy Minister shortly thereafter.

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I don't know the details for Japan, but after Toshiba was attacked by US judges, Japan politicians sided with US against Toshiba and Toshiba even apologized (appalling!) to US....for being screwed by US.

The fact that China is independent and has a strategic autonomy creates a lot of troubles to China (as we can see everyday), but gives also some big benefit to Chinese companies, that know that their government will be with them and not against them.

Strategic autonomy is a big thing and should be defended at any cost. It is like freedom but at state level, instead of at individual level. We in Europe lost it 70 years ago.

BTW regarding startegic autonomy, I am honestly impressed by how much ASML and his government are still resisting US pressure. It is really surprising for me.
 
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Weaasel

Senior Member
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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%.
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 could produce 14 nm and 7 nm "overnight".
 
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