PeoplesPoster
Junior Member
Is there a source for this chart?
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
Some investment firm from years ago. Would be great to scale this out o/w feels a bit hard to keep track.
what prevents a large scale industrial accident at TSMC at this point?
yep ..Japan's semi industry was easier to destroy because it was export driven and very dependent on the American market. You can bet that if Japan had 800 million people ,its semiconductor industry would be the biggest in the world and you'd never have heard of companies like ASML , LAM Research, or Applied Materials .
Well AMAT and LAM are first movers. ASML might have never made it past Nikon and Canon though. Now Canon is competing with SMEE in back end and packaging lithography and Nikon is down to 1 customer - Intel.
If Japan wants revenge for what happened to it, it's only choice is to cooperate with China otherwise Nikon, Canon and TEL are going down the drain when Chinese competitors rise.
Any other rows to add to this table. I guess EDA would be one green through 14nm. What about hard chemical / material inputs?
I didn't expect this. So basically if a US company develops a product entirely with it's Chinese subsidiary it's considered a Chinese product?
How do you know that?
SMIC was able to fab a trun 7nm chip over a year ago. Yet, no one knew apparently.
This is how this is going to work.
People in the West will be the last one to know about Chinese DUV.
People in the West will be the last one to actually acknowledge and confirm anything about a Chinese DUV or EUV.
That is what PLA watching is all about.
- Status