Chinese semiconductor industry

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nastya1

Junior Member
Registered Member
Hi nastya1,

Amen to that bro, the question is will the American allowed it? And joint development with local production of critical core parts so it won't be subjected to sanction.
There is no US tech whatsoever. They do it under Biden term. By the time Trump comes back 2024 or Pompeo 2024, it's too late

I feel japanese maybe better chance than Chinese academy of science because they have better tools and equipment to do the R&D
 
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Phead128

Captain
Staff member
Moderator - World Affairs
Really, a lot of Chinese throw around "bipartisan on anti-China" a lot, as if the tech bans will continue. US politics is a lot more nuanced than saying both Dems/Repubs sound tough, ergo they do the same exact policies. Clinton was a fierce China hawk too, at least he was during the debates. Clinton later sold radiation harden chips to China and approved China to WTO and MFN.

Expect Biden to sound tough on China in the debates and after 12 mons when everyone forgot about trade war, he will remove a lot of restrictions on Huawei, SMIC, Tencent, Tiktok, etc.. Average Americans voter have a memory span of a goldfish, and those think-tanks screaming China murder will be ignored per usual.
 

Orthan

Senior Member
Expect Biden to sound tough on China in the debates and after 12 mons when everyone forgot about trade war, he will remove a lot of restrictions on Huawei, SMIC, Tencent, Tiktok, etc.. Average Americans voter have a memory span of a goldfish, and those think-tanks screaming China murder will be ignored per usual.

Politicians always make promises in the electoral campaign, and after going to government, a lot of times they dont fulfill them. This is a reality in all countries, not just the US.
 

Phead128

Captain
Staff member
Moderator - World Affairs
President Trump will enact a series of hardline policies during his final 10 weeks to cement his legacy on China, senior administration officials with direct knowledge of the plans tells Axios.

Why it matters: He'll try to make it politically untenable for the Biden administration to change course as China acts aggressively from India to Hong Kong to Taiwan, and the pandemic triggers a second global wave of shutdowns.

How does imposing Executive Orders (easily overturned by Biden) make it "Political Untenable" ? It doesn't even require Congressional Support.

It's like saying Trump withdrawing from WHO, Paris Climate Agreement, UN Human Rights council via executive decisions, trying to make it "Political Untenable" for US to re-engage in multilateralism again.

The average American voter has a memory of a goldfish, Trump got voted out. He has zero influence in future policy making, esp. Biden's executive orders can overturn what Trump did without needing any approval from Congress.
 

gelgoog

Lieutenant General
Registered Member
Trump himself overruled the Obama Iran deal with executive order. Biden can do the same to all of Trump's executive orders.

With regards to the EUV machine, yes, this is a way for China to both get EUV tools and undermine the monopoly of ASML/Cymer in the EUV lithography tool segment. The Japanese developed (recently) a light source but currently have no client base for it as ASML is already firmly established. The Japanese also dominate the other part of EUV lithography i.e. the masks/pellicles. Those are currently all manufactured in Japan I think. So it is possible to make EUV lithography with no US technology but only Japanese. I think China should pursue this to at least try to break the EUV monopoly even if it doesn't work for them long term and they go with fully native suppliers in the long run.

If Japan would develop their light source to SMEE that would be great news, but I kind of doubt it since Japan is a vassal state of the US to an even greater degree than a lot of Europe is.
 

PeoplesPoster

Junior Member
How does imposing Executive Orders (easily overturned by Biden) make it "Political Untenable" ? It doesn't even require Congressional Support.

It's like saying Trump withdrawing from WHO, Paris Climate Agreement, UN Human Rights council via executive decisions, trying to make it "Political Untenable" for US to re-engage in multilateralism again.

The average American voter has a memory of a goldfish, Trump got voted out. He has zero influence in future policy making, esp. Biden's executive orders can overturn what Trump did without needing any approval from Congress.

easy to build a Biden is a Chinese puppet argument if Biden overturns trumps policies on China.
 

WTAN

Junior Member
Registered Member
Reportedly, Japanese companies approaching China on collaboration on EUV. Basically Japan provide the research and China provide money. ASML kicked Nikon and Cannon out of the lithograph equipment market. And japanese companies want to make a come back. China would provide the money and market for such collaborated EIV effort.
The Japanese basically want to use Chinese Money to build a EUV Machine. Then get the Chinese to buy the machine from them. Later on when the US sanctions this venture, China will lose everything.
This is not a good idea from Chinese perspective.

The only way this would be viable is for the Japanese to transfer technology or arrange licensed production of the light source. Then the entire EUV Machine should be produced in a joint venture with SMEE in a factory in China.

China in this case has the upper hand as it has the market for this machine. The Japanese know that only Chinese FABs will buy this machine.
The Japanese also know fully that if the Chinese manage to develop their own EUV Machine, the Japanese Lithography Machine Industry will go into terminal decline.
 

nastya1

Junior Member
Registered Member
The Japanese basically want to use Chinese Money to build a EUV Machine. Then get the Chinese to buy the machine from them. Later on when the US sanctions this venture, China will lose everything.
This is not a good idea from Chinese perspective.

The only way this would be viable is for the Japanese to transfer technology or arrange licensed production of the light source. Then the entire EUV Machine should be produced in a joint venture with SMEE in a factory in China.

China in this case has the upper hand as it has the market for this machine. The Japanese know that only Chinese FABs will buy this machine.
The Japanese also know fully that if the Chinese manage to develop their own EUV Machine, the Japanese Lithography Machine Industry will go into terminal decline.
If 50-50. The IP of that EUV is held by both party I believed. Chinese side would have a copy
 
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