Chinese semiconductor industry

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BoraTas

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Here we go....

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They also included BGI genomics (!!) and DJI, but it seems practical effects are at the moment not so big "The list bars buying or selling publicly traded securities in target companies."

I'm afraid this is just the appetizer, no semiconductor company included and the bans are only financial...so waiting for the second shot.
DJI was already on the entity list. It had export controls, import restrictions and acquisition bans imposed against it. It was already a no go for American investors. This new development just formalizes the investment ban.
 

tphuang

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US hits China with sweeping tech export controls​


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Thanks for posting, but why are you bolding platitude and hyperventilation? These experts can say what they want, but they are not fully aware of where China is at.

It's important for us to understand facts vs opinions. Saying that YMTC/CXMT is doomed means nothing if you don't know what they have. This kind of articles seems to be a scatter brain for national security types to feel good about this move.

Please feel free to bold the substance part of what exactly did get sanctioned. Those are the things that are relevant to this discussion.

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.
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But I doubt the US won't be able to convince the Japanese to apply similar export control measures.

Yes, we understand America can theoretically block ASM and that it can convince Japan to not apply similar export control. However, all of that takes time. China can also work with ASML to see if they can get domestic light sources to work on the newer Arfi scanners.

As I said, the article earlier explicitly said ASML scanners have not been blocked to China. It seems to me that they are rushing this through and haven't fully worked out the details yet. They haven't discussed with their own industry. They haven't gotten other countries to sign on. All of that is a bonus.

As such, China can keep buying Arfi scanners from ASML until that's settled. If you are SMIC/YMTC right now, each one of the latest Arfi scanner you buy is a bonus. From that point of view, I don't see how this sanctions really even slowed down China all that much. If SMIC can keep taking delivery from ASML until 2nd quarter of next year, they will have received all the latest ASML scanners they need for SN1/SN2 and any further advanced node expansion. Same with HLMC. And if YMTC can continue to take delivery of ASML for another year, it will probably have all the scanners it needs for the expansion to 300k wpm. And after that, SMEE scanners should be adequate for domestic needs.

And even for domestic chipmakers, they can mass order from TSMC/Samsung and stock up on those precious GPU/CPUs before US forces a stop on that.

My impression is that when SMIC is producing more than 50k wpm of N+1/N+2 by 2024, the effect of these sanctions will be completely nullified from a national security point of view. It seems like none to these sanctions have even stopped the local chip designers from getting their chip produced in the interim. Nor have they stopped SMIC from getting the scanners it needs to fully ramp up SMSC fabs.
 

ZeEa5KPul

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Thanks for posting, but why are you bolding platitude and hyperventilation? These experts can say what they want, but they are not fully aware of where China is at.

It's important for us to understand facts vs opinions. Saying that YMTC/CXMT is doomed means nothing if you don't know what they have. This kind of articles seems to be a scatter brain for national security types to feel good about this move.

Please feel free to bold the substance part of what exactly did get sanctioned. Those are the things that are relevant to this discussion.
I have to ask... do you know who you're dealing with? Because you're asking for rationality from a mentally ill (this isn't an insult or hyperbole, it's just a fact) troll with dozens if not hundreds of alt accounts.
 

Appix

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I have to ask... do you know who you're dealing with? Because you're asking for rationality from a mentally ill (this isn't an insult or hyperbole, it's just a fact) troll with dozens if not hundreds of alt accounts.
Wrong. I have one account on SDF. Do not make assumptions. I'm deadly serious on this forum.
 

sunnymaxi

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The Institute of Semiconductors, Chinese Academy of Sciences has made new progress in opto-mechanical coupling research​


From the micro-net news, the team of researcher Jun Zhang from the State Key Laboratory of Semiconductor Superlattices, Institute of Semiconductors, Chinese Academy of Sciences has made new progress in the study of optical-mechanical coupling and was invited by Nanoscale magazine to publish a "Topology-Based Original paper (Terahertz cavity optomechanics using a topological nanophononic superlattice)" and "Review: From cavity optomechanics to cavityless exciton optomechanics" -less exciton optomechanics: a review).

In this work, the team of researcher Jun Zhang introduced nanophononic topological interface state into the optomechanical system, and used the finite element calculation method to design a semiconductor microstructure of terahertz mechanical frequency based on GaAs/AlAs nanophonon superlattice. Cavity optomechanical device. On August 17, 2022, the research results were published online in Nanoscale, (2022), 14, titled "Terahertz cavity optomechanics using a topological nanophononic superlattice". On 13046-13052, researcher Zhang Jun is the corresponding author, and master student Chang Haonan is the first author. The collaborators include Dr. Yao Qifeng from Beijing Institute of Quantum Information, Dr. Liu Bin from Nanjing Guoke Semiconductor Corporation, and researcher Lou Wenkai from the Institute of Semiconductors, Chinese Academy of Sciences. Researcher Ni Haiqiao, Researcher Niu Zhichuan, and Academician Chang Kai.

Zhang Jun's team used the Fröhlich force generated by light on longitudinal optical (LO) phonons under the strong coupling of phonon-excitons to achieve the resolution of a single longitudinal optical (LO) phonon in a semiconductor ZnTe nanoribbon in 2016. Sideband Raman cooling and heating, demonstrating that the optical manipulation of single optical phonon states in semiconductors is fully achievable under strong exciton-phonon coupling (Nature Photonics 10, 600–605 (2016)); Laser cooling of single optical phonons was achieved in two-dimensional van der Waals crystals (Nano Lett. 22, 7129–7135 (2022)). Recently, Zhang Jun's team wrote a review paper on cavityless exciton opto-mechanical coupling. This review systematically describes the development trend of optodynamic devices from "cavity" to "cavityless", which is of great reference value for scientific researchers and technicians engaged in the research and application of optomechanics. September 23, 2022, published online in Nanoscale (2022) DOI: 10.1039 under the title "From cavity optomechanics to cavity-less exciton optomechanics: a review" On /D2NR03784J, researcher Zhang Jun is the corresponding author, and master student Chang Haonan is the first author.

The above research work has been supported by the National Key R&D Program, the National Natural Science Foundation of China, the Innovation Intersection Team of the Chinese Academy of Sciences and the Strategic Pilot Project of the Chinese Academy of Sciences.
 
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