Perhabs the original nikkei article that the moore.live article mentions is this one. Its behind a paywall, so no way of knowing more details about it, but it seems like an editorial, or in other words, the opinion of nikkei, not really a news piece.
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
Perhabs the original nikkei article that the moore.live article mentions is this one. Its behind a paywall, so no way of knowing more details about it, but it seems like an editorial, or in other words, the opinion of nikkei, not really a news piece.
I would be surprised if this is not in the minds of everyone in the Japanese Lithography and Semiconductor Equipment Industry. They are certainly worried as China has caught up.
Now that China has caught up with the Japanese by producing the latest Immersion DUVL, they would be worried that sales of Nikon and Canon would be affected.
Nikon and Canon are still subject to US Sanctions in regard to sales in China. Why would a Chinese FAB buy Japanese Litho Equipment which can be embargoed, when they can buy SMEE? The same applies to Semiconductor Equipment as well.
The Japanese know that the only way they can survive in the Lithography Industry is to produce a EUVL Machine in conjunction with Chinese Partners.
Of course.......it is up to the Chinese whether they want to partner with the Japanese.
Hi WTAN,
Will they, I mean GIGAPHOTON collaborate with SMEE with their LPP light source? Do Nikon, Canon and other Japanese semi equipment maker had a way around the sanction by producing it in China or JV?
from our very own horse or hyber horse (china military forum)
Materials, equipment 'bottlenecks' for Chinese chip sector: experts
By Xu Yelu Source: Global Times Published: 2020/11/15 22:08:40
China has achieved an upper hand in the chip design industry, but still faces being strangled by foreign countries in manufacturing of chips including materials and equipment, top Chinese experts in the chip industry said on Sunday.
According to industry insiders at the second China Internet Infrastructure Resources Conference held on Sunday, China's integrated chip industry increased 14 times in the past 15 years. At the design end, it increased 27 percent annually on average in the past 15 years, surpassing the island of Taiwan and becoming the second-largest home to designers after the US.
China accounts for about 40 percent of the world's integrated chip design industry, while the proportion was less than 4 percent 15 years ago, according to the conference.
Industry observers at the conference, also attended by think tanks, university and research institute scholars, and entrepreneurs, pointed out that the US crackdown on Chinese technologies has led to a restructuring of the supply chain. In the past, researchers worried that users would prefer foreign chips to domestic ones, but now companies in China are rushing to use domestic products to avoid sudden cut in supply.
Some technology companies are also contacting chip companies and building their own supply chains, which will give Chinese chip designers a good chance for trials and testing errors.
China's lower- and medium-end semiconductor industry is developing well, but the Chinese chip industry is being strangled in the material and manufacturing sectors, Wei Shaojun, a professor at Tsinghua University, said at the conference.
Wei cited the example of photoresist, an important material for integrated circuit manufacturing, which has thousands of different formulas, each of which takes months of experiments.
China needs to increase independent research and production capabilities in these areas, experts said.
The "bottleneck" will not disappear soon given the China-US confrontation, and China should also develop a lasting and stable investment mechanism for innovative resources, a strategic focus of the 14th Five-Year Plan (2021-25).
Wei told the Global Times that China should develop integrated circuits and the semiconductor industry with or without suppression from other countries. The expert noted the development should be rational and far-sighted rather than swarming into the industry to seek a quick success.
The second China Internet Infrastructure Resources Conference was directed by the Cyberspace Administration of China and hosted by the China Internet Network Information Center and Computer Network Information Center of the Chinese Academy of Sciences.
Materials, equipment 'bottlenecks' for Chinese chip sector: experts
By Xu Yelu Source: Global Times Published: 2020/11/15 22:08:40
China has achieved an upper hand in the chip design industry, but still faces being strangled by foreign countries in manufacturing of chips including materials and equipment, top Chinese experts in the chip industry said on Sunday.
According to industry insiders at the second China Internet Infrastructure Resources Conference held on Sunday, China's integrated chip industry increased 14 times in the past 15 years. At the design end, it increased 27 percent annually on average in the past 15 years, surpassing the island of Taiwan and becoming the second-largest home to designers after the US.
China accounts for about 40 percent of the world's integrated chip design industry, while the proportion was less than 4 percent 15 years ago, according to the conference.
Industry observers at the conference, also attended by think tanks, university and research institute scholars, and entrepreneurs, pointed out that the US crackdown on Chinese technologies has led to a restructuring of the supply chain. In the past, researchers worried that users would prefer foreign chips to domestic ones, but now companies in China are rushing to use domestic products to avoid sudden cut in supply.
Some technology companies are also contacting chip companies and building their own supply chains, which will give Chinese chip designers a good chance for trials and testing errors.
China's lower- and medium-end semiconductor industry is developing well, but the Chinese chip industry is being strangled in the material and manufacturing sectors, Wei Shaojun, a professor at Tsinghua University, said at the conference.
Wei cited the example of photoresist, an important material for integrated circuit manufacturing, which has thousands of different formulas, each of which takes months of experiments.
China needs to increase independent research and production capabilities in these areas, experts said.
The "bottleneck" will not disappear soon given the China-US confrontation, and China should also develop a lasting and stable investment mechanism for innovative resources, a strategic focus of the 14th Five-Year Plan (2021-25).
Wei told the Global Times that China should develop integrated circuits and the semiconductor industry with or without suppression from other countries. The expert noted the development should be rational and far-sighted rather than swarming into the industry to seek a quick success.
The second China Internet Infrastructure Resources Conference was directed by the Cyberspace Administration of China and hosted by the China Internet Network Information Center and Computer Network Information Center of the Chinese Academy of Sciences.
Hi ansy1968,
Guess you found me there brother. That place one of the more notorious places on the internet. Where people make butt jokes and play classical music at the same time.
What seemed really important about this Global Times article was the depiction of the chip design industry inside China, that in numbers only behind the Americans.
Also I read before that the experts claim that in terms of designing of chips, China already caught up to the leading edge in the world. That I read probably close to 2 years ago.
That makes an curious point for now and the future. Everyone in China probably using American software for design. Got to wonder with this vast internal market, and trade restrictions, how long that will last.
The other important parts of this article, was that it tries to pinpoint where in the production process Chinese needs to have breakthroughs to be self-sufficient in IC manufacturing.
There are some really clear eyed and hard headed people inside China and the government leading the charge it seems. Wonder if they make butt jokes and listen to classical music? Who knows.
The other article.
Gigaphoton of Japan is doing a huge business in China providing replacement or upgrade DUV Arf Light sources for Nikon and Canon Lithographs.
As SMEE comes in to the market with their new DUVL, Gigaphotons market share will shrink.
Gigaphoton has developed a great LPP Light Source but ASML will never allow them to supply or replace for their EUVL Machines. ASML will only get light sources from Cymer USA which they purchased some years ago.
Only way for Gigaphoton to survive in the future is for them to supply their LPP Light Source to a Japanese/Chinese EUVL.
China will not put money into a EUVL Venture with Japan unless the parts of the Machine are pretty much 100% made in China and China has signigicant IP for it. Anything less is a waste of time and money and could be subject to sanction down the track.
Skywatcher
Captain
Nikon does need some sort of EUVL to have a hope of staying relevant in the lithography business by 2030, and it seems that CIOMP is probably ahead of them right now.
Hi Wangxi,
Thanks, a very good read and very informative. I just love the way he present China position with a SMILE
GRAPH, yup we maybe behind in EUVL, SOC chips like 14nm, 7nm and 5nm, but if you look at the graph we are tie with the US and a big maybe overtake it in a decade 2030.- Status