Yeah lol
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
why does other companies need to de-Americanize when China is already doing it? In the future, there will be two supply chain. One that uses American technology and another that does not. While their gov't may prefer America, the companies themselves will prefer the cheaper, more reliable and sanction proof option.
Well, this just keeps getting better. America is helping China to make Taiwan more irrelevant. And TSMC will be forced to get their equipments from mainland if it doesn't want to continue building advanced fabs in Arizona.
If America is able to destroy TSMC, the vast majority of those engineers are going to work in Shanghai or Shenzhen.
This would be a huge win for mainland.
Fabrication. Their most advanced plant is a 40nm fab. It will take them a long time to get to 28nm.
ASML uses light sources from their US division at Cymer so the US can easily block their lithography machine sales if they want to.
And I do not mean just EUV light sources but DUV light sources as well.
The US can simply block the sales of products which use Cymer ArFi light sources.
In theory ASML could still sell ArFi machines with Gigaphoton light sources to China.
But I doubt the US won't be able to convince the Japanese to apply similar export control measures.
As for the EDA tools measures, this basically means if you use a Chinese foundry don't expect the US EDA tools to be able to support export for Chinese foundries out of the box. This is meant to make it harder to use Chinese foundries.
Japan is the only country which has the whole stack to manufacture at 28nm. The US does not make its own lithography machines.
proelite
Junior Member
So they can make more money from the Chinese market? I think it's cheaper, more feasible and more in the best interest of a multilateral world if the world supply chain maintains an American-tech less branch for getting around geopolitical problems and unilateral American sanctions. China should realistically have a better time with that than trying to do everything domestically.
That has nothing to do with their potential capabilities, they could make 28nm chips if the are forced to do so, they have very big global companies offering the necessary products, but that doesn't mean that they have a market for those chip.
That is one the reasons why they one the reasons why the Japanese government wants TSMC to build a fab in Japan, to also subsidize their equipment industry.
It will still take a lot of time, manpower and resources to go from 40nm to 28nm. Otherwise they would have done so already, and would not need to go begging to TSMC. Use some common sense.
I'm constantly amazed by the number of IJA fanboys in this semiconductor thread constantly overinflating Japan's abilities.
Huawei officially announced. we will comeback with 5G mobile phones next year. it mean they have solved chip problem.
Japan does not have 28nm logic fabrication capabilities because there is no market demand for it. But they do have 20nm fabs, it is just that they are not for logic, but memory. Kioxia has 20nm facilities for memory.
Since Trump started the semiconductor war on China, US has essentially given China at least 2 years of grace period. Not intentional, but actually happened. If the US admin started out as what have in place today, China's quest on semiconductor self-reliance would have been order-of-magnitude more difficult. It is a little too late to stop China outright today. Delay China advancing toward 7nm/5nm/2nm? Absolutely. Stop China completing 14nm? The bus has left the station already. US is focusing on short-term effects for domestic politics and will get what the US admin wants to some extent. But it is too late to Stop China from advancing toward ultimate self-sufficiency on semiconductor. 3 years? Possible. 5 years? Probably. 10 years? Definitely. Then what?
- Status