Chinese semiconductor industry

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tphuang

tphuang

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european_guy said:
This post of few pages ago explains well

Chinese semiconductor industry

Here we go.... https://www.reuters.com/business/us-adds-chinas-bgi-genomics-drone-maker-dji-investment-ban-2022-10-07/ https://media.defense.gov/2022/Oct/05/2003091659/-1/-1/0/1260H%20COMPANIES.PDF They also included BGI genomics (!!) and DJI, but it seems practical effects are at the moment...
www.sinodefenceforum.com

"The commerce department also tightened the so-called Foreign Direct Product Rule to restrict China's ability to obtain or build cutting-edge chips used in supercomputers and artificial intelligence applications. These curbs will also apply to global chipmakers, including Samsung of South Korea and Taiwan Semiconductor Manufacturing Co., whose manufacturing relies on American technologies."

The Foreign Direct Product Rule is the recipe used for Huawei.

But the following is the most scaring:

"The U.S. further said on Friday that 28 entities already blacklisted will be subject to enhanced export controls under the Foreign Direct Product Rule, to restrict their ability to source from foreign suppliers using any American technologies."

Which are the 28 entities? For the record SMIC is already blacklisted.
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Right, but this doesn't restrict SMIC and Huahong from getting more ASML lithography machines. It doesn't stop all the design shops from continuing to get their chips produced by TSMC/Samsung (from what I can see).

The new rules on advanced chipmaking tools apply only to U.S. companies and not foreign players such as ASML and Tokyo Electron. However the U.S. is working closely with "like-minded" allies to persuade them to similarly restrict exports of technology that China could use to build advanced chips used in weapons, supercomputers and surveillance applications that violate human rights, according to a senior Commerce Department official.
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Isn't this kind of like a pretty good scenario for SMIC? They continue to get ASML scanners (maybe they can fast track more orders now?) and all the new design shops know that they need to work with SMIC, since TSMC/Samsung will get cut off next. And the new design shops can fast track orders at a time when TSMC have idle capacity so they can stock up chips.

This is kind of like what happened with Huawei scenario, except SMIC and Chinese tool suppliers are far more advanced in their capability and is actually able to produce all the new chips pretty soon.
 
Z

Zichan

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56860 said:
Japan cannot make 28nm on its own, not even close.
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Can you please clarify what they lack?

They have photolithography tools for sub 28nm manufacturing. Tokyo Electron is a major player in deposition and etching. Gigaphoton makes DUV lasers and has had a prototype EUV source since 2016.
 
escobar

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Taiwan going to be cut out of global supply chains to eliminate geopolitical risks.
Miller of Tufts, in a recent report for the Center for a New American Security, suggests the US threaten export controls on chip design software and manufacturing equipment in a bid to pressure TSMC to roll out its newest process technologies simultaneously in the US and in Taiwan. He says TSMC could also be pressed to commit that every dollar of capital expenditure in Taiwan be matched at one of its new overseas facilities.
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One potential option is for Washington to try to entice TSMC workers to relocate to the US on the last planes out. The US would consider evacuating Taiwan’s chip engineers in a scenario that involves a full invasion.
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At the extreme end of the spectrum, some advocate the US make clear to China that it would destroy TSMC facilities if the island was occupied, in an attempt to deter military action or, ultimately, deprive Beijing of the production plants. Such a “scorched-earth strategy” scenario was raised in a paper by two academics that appeared in the November 2021 issue of the US Army War College Quarterly.
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Despite those reassurances, Taipei is feeling pressured by Washington on the chip front as attempts are also made to reduce Taiwan’s role in the global supply chain, effectively diminishing what President Tsai Ing-wen has called the island’s “Silicon Shield.”
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