Chinese semiconductor industry

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latenlazy

Brigadier
I don't mean to dig on people in this thread. But away from the people actually posting developments a lot of posts read like this: "In response to the development and changes of the situation, adjust the strategic strategy in a timely manner, strengthen the strategic planning for the medium and long term, and firmly grasp the strategic initiative"
I think some people in this thread are overly optimistic but other people in this thread are overly pessimistic. The number of people standing in the middle ground most likely reflecting where the true state of things are is pretty small. This isn’t that surprising though tbh, since most people are either dreamers or “show me” types in how they appraise these things things. I think more complicated reality is that very real progress is being made, and being made faster and more significantly than what a lot of naysayers believe, but that doesn’t mean there isn’t still some ways to go before that progress has matured enough to be obvious and visible to average bystanders.
 

sunnymaxi

Major
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The boys from Jinhua are getting some local OCD equipment, usually KLA where the ones supplying this equipment until the sanctions.


Shanghai Jingce Semiconductor Measurement Equipment won the bid for Fujian Jinhua Memory Construction Project​

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Shanghai Jingce Semiconductor is a holding subsidiary of Wuhan Jingce Electronics. Shanghai Jingce has achieved technological breakthroughs and industrialization of semiconductor testing and process equipment through independent construction of R&D teams and overseas mergers and acquisitions to introduce localization, so as to quickly become bigger and stronger. In July this year, Shanghai Jingce Optical Critical Dimension (OCD) measuring equipment EPROFILE300FD once again passed the 28nm process verification of key customers, successfully entered the mass production line and put it into full use, and was highly recognized by many customers. The successful application of this equipment not only fills the gap in the domestic semiconductor measurement equipment field, but also makes Shanghai Jingce the only OCD measurement equipment supplier in this field in China that has been successfully applied to the customer's large production line.​
amazing news.

but link is not working. can you please post again. its much needed. thank you
 

tokenanalyst

Brigadier
Registered Member
so, can China ban the sales of nVidia chip to the US defence that partly developed in China ? ;)
In theory yes, even ASML does some research in China, but the Chinese are better capitalists than the capitalist themselves, the Americans are depleting and weakening their economic arsenal by using sanctions willy-nilly, the Chinese have no used they rare earth monopoly and the reason is because, why? they are making money from it. They know once they start to using it they will be depleting it as companies with time find alternatives. What the Chinese use is their consumer demand, the goverment don't even have to make it public. The vast Chinese state sector just shift their suppliers as they wish.

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tokenanalyst

Brigadier
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That seems pretty important. To quote KLA "As each layer in a chip is constructed, the Archer 750 helps verify that pattern features are correctly aligned to features on previous layers, while the SpectraShape 11k monitors the shapes of three-dimensional structures, such as transistors and memory cells, to ensure they remain in spec". Which broad category does that fall under?
I think the description of what OCD equipment should do. make sure that the critical layers of your chip have de right dimensions and orientations using the diffraction of light.
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antiterror13

Brigadier
In theory yes, even ASML does some research in China, but the Chinese are better capitalists than the capitalist themselves, the Americans are depleting and weakening their economic arsenal by using sanctions willy-nilly, the Chinese have no used they rare earth monopoly and the reason is because, why? they are making money from it. They know once they start to using it they will be depleting it as companies with time find alternatives. What the Chinese use is their consumer demand, the goverment don't even have to make it public. The vast Chinese state sector just shift their suppliers as they wish.

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exactly, in theory, China could ban anything made and designed in China to any defence contractors in the US or other countries, including rare earth, bolt, nut, metals, IC, etc ... let see what happen ?
 

tokenanalyst

Brigadier
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fine. but sometimes people don't believe they demand link. this is why i m asking you.

coz this is a very critical breakthrough.
The metrology field has been growing fast in China in the last few years.

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Optical CD.
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And that is not counting the ones in who do equipment metrology in packaging
 

tokenanalyst

Brigadier
Registered Member
exactly, in theory, China could ban anything made and designed in China to any defence contractors in the US or other countries, including rare earth, bolt, nut, metals, IC, etc ... let see what happen ?
In theory yes. They will do it? no, that is why I said they are better capitalists than the capitalist themselves and the effectiveness of such ban will be questionable at best. Having a monopoly on rare earths give the Chinese unprecedented power on the global supply and the price of such materials, why they want to ruin that?
 

Weaasel

Senior Member
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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.
The Japanese are too proud to be in an alliance with China because that would make them the junior partner. They submit to the US, because the US dropped the atomic bomb on them.

Commercially it makes sense for Japan to sell all manner of sophisticated manufacturing equipment and components to Chinese purchasers. China is still willing to permit market share to them even in the long term future, even when there will be commercially competitive Chinese competitors. But that window is closing and it will eventually close totally if Japan joins the United States in economic warfare against China.
 
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