Bro from what I learn from this forum, SMIC achieved 14nm using ASML DUVL, now they produced a 7nm using the same machine. So IF your question is about a domestic 14nm line then like you, all of us are waiting for an official announcement.Would SMIC ever build new 14nm fab?
The aim is not total decoupling but to ensure that China is at least 2 gens behind across the entire semiconductor spectrum.One issue that I see with the current wave of export control, is that it seems to miss a final goal, a final target, it seems more a bunch of day-by-day decisions.
Behind this void banner of "national security" US administrators hide the rationale and hence their responsibility to the nation (the US, not China) of what they are doing.
As an outsider observer I can see that the unspoken final target is the total decoupling of the semiconductor supply chain: there will be two supply chains, one in China and one in the "rest of the world". I am really not able to think US administration has a different target from this, otherwise I would need to seriously doubt their professionalism, considering the we are going exactly in this direction and at a furious speed too, and not only due to China, US decisions have hugely accelerated the process.
I think that if the final target is the total decoupling, then it should be made explicit by US in some kind of official and public policy, because it is an historical decision that will affect US in the decades to come, and US people should know about it and what their administrators have in mind. Instead US administrators just hide themselves behind the "national security" banner to avoid taking responsibility for this historical act:
1. China is a 1.4 billion people market
2. China imports more chips than oil
3. China until few years ago did not have a suitable supply chain
4. What US calls "rest of the world" is not the real rest of the world, but just a small part of it. Once you have enabled an alternative and independent supply chain, you will be a fool to think they will not move out of China.
All this would require an open, public and serious discussion in US: is the decoupling from China of the full semiconductor supply chain really in the interest of US today? And what in 10, 20 years form now?
Decoupling is an unavoidable consequence of such actions.The aim is not total decoupling but to ensure that China is at least 2 gens behind across the entire semiconductor spectrum.
This has already been communicated and you can see it in their trade restrictions.
So true bro so true, TSMC will be releasing its 3nm next year and 2nm by 2026, while in the US the TSMC FAB will be finished by 2024 and start producing 5nm in 2025, So in essence the American by 2026 will be 2 generation behind. So both the Chinese and the American are in the same boat...lol I'm saying this cause I believed by that time SMIC will be producing a 5nm Chip either thru a DUVL or EUVL.The aim is not total decoupling but to ensure that China is at least 2 gens behind across the entire semiconductor spectrum.
This has already been communicated and you can see it in their trade restrictions.
So true bro so true, TSMC will be releasing its 3nm next year and 2nm by 2026, while in the US the TSMC FAB will be finished by 2024 and start producing 5nm in 2025, So in essence the American by 2026 will be 2 generation behind. So both the Chinese and the American are in the same boat...lol I'm saying this cause I believed by that time SMIC will be producing a 5nm Chip either thru a DUVL or EUVL.
What the American doesn't understanding even though the DPP is stupid and can be manipulated, the Taiwanese and TSMC in particular are NOT, IF the know how for achieving 3nm and 2nm chip stays in Taiwan, when the Chinese are able to have a functioning EUVL, they will use it to produce in China cause it's more cost effective and profitable thing to do. It's also the reason why Japan and the US had a JV on 2nm and EU had the same ambition. Globalization is dead and regionalism is in and Asia is where the action is and the American want a piece of the pie even though she has nothing to contribute.
Exactly Sir especially the demand for 7nm in China is huge, even using a DUVL with added cost of multi pattern and masking there is profit to be made. By 2025 onward 5nm will become mainstream BUT with the current downturn we may see its mass usage move back by at least 3 years or more. So 7nm is crucial for China economic development in the next 5 years and we have a foot at the door so to speak to become self sufficient by late 2023 or early 2024, same with Intel IF their promise of mass producing a 7nm had been achieved. To make a story short by 2024 we have achieved parity with the US... and the latter can't accept it....lolActually, when China does have a supply chain that can produce even 7 nm (let alone 5 or 3 nm), it's time to ramp up production to such a point that TSMC feels the pain of picking America ahead of mainland. Maybe this will take until 2030, but that should be goal. Have the weight of the Chinese government behind it. If Taiwan's power plant can't generate enough power for TSMC, then this is a great opportunity for mainland to just swamp the market with chips that may be 2 generations behind but are still probably sufficient for almost everything.
As someone else said, achieved positional parity but at a high velocity of overtake and higher acceleration rateExactly Sir especially the demand for 7nm in China is huge, even using a DUVL with added cost of multi pattern and masking there is profit to be made. By 2025 onward 5nm will become mainstream BUT with the current downturn we may see its mass usage move back by at least 3 years or more. So 7nm is crucial for China economic development in the next 5 years and we have a foot at the door so to speak to become self sufficient by late 2023 or early 2024, same with Intel IF their promise of mass producing a 7nm had been achieved. To make a story short by 2024 we have achieved parity with the US... and the latter can't accept it....lol
You're so right bro, I really missed @Loveleenkr , whenever I post she always give me her emoji laugh....lolAs someone else said, achieved positional parity but at a high velocity of overtake and higher acceleration rate
You're so right bro, I really missed @Loveleenkr , whenever I post she always give me her emoji laugh....lol