You can say to same to EU, after the current affairs, who knows what the European economy will look like, and how many lackys left for the Americans to leech on, in some way the technological spheres will be split into two, one is land of America and the other is the rest of the world
Chinese semiconductor industry
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It seems a very old article, they write " SMIC also ordered a $120 million lithography machine from ASML, which is expected to be delivered in 2019."
This happened several years ago....so I'm not sure of what they are talking about, but if it was such a big news 3/4 years ago, then we should have known it already.
In the case of ASML, yes their US based Cymer division produces a key component for the DUVi, but US based company/division != US origin. None of us here, and frankly none of the "think tankers" and other columnists know enough about the business to know how ASML/Cymer have setup their operations to determine the effects. For example: Does an alternative source exist outside of the US for this component, whether from a third party or another ASML/Cymer entity; is it based of IP derived from OUS, whether from a third party or spunoff from Cymer/ASML's existing IP for the component? Those are all points of leverage for export controls that can be designed out of company operations when evaluating export controls and compliance to them. The same points apply to AMAT, KLA, LAM and to the foundries/design houses, anything is possible it is all a matter of how far you are willing to go.
As for the rules being written by career bureaucrats as mentioned by someone, that's probably a reference to the Bureau of Industry and Security (BIS) who oversees export controls. However, they are not industry experts which is why usually you rely on industry input when crafting rules understand the order of effects to avoid blowback and ensure the rules are effective. The fact that the administration doesn't even know companies will react, and indicated by the industry trade association being left in the dark should be an indicator that they still need to work with industry to comb through operations to actually understand how this plays out relative to their assumptions. Now, if you are said companies you should try to slow-walk this as much as possible since after this announcement you probably shouldn't be in the most cooperative mood to say the least.
Let's be clear, the US has gone all in and played its cards upfront for all to see while thinking they have a winning hand, but the final draws have yet to be dealt. We have yet to see the industry's hand, and we don't know what's in China's hand. Let's not get too swept up int he emotional rollercoaster of these events and lose sight of reaching the objectives, I expect industry and China are doing the same.
As for the rules being written by career bureaucrats as mentioned by someone, that's probably a reference to the Bureau of Industry and Security (BIS) who oversees export controls. However, they are not industry experts which is why usually you rely on industry input when crafting rules understand the order of effects to avoid blowback and ensure the rules are effective. The fact that the administration doesn't even know companies will react, and indicated by the industry trade association being left in the dark should be an indicator that they still need to work with industry to comb through operations to actually understand how this plays out relative to their assumptions. Now, if you are said companies you should try to slow-walk this as much as possible since after this announcement you probably shouldn't be in the most cooperative mood to say the least.
Let's be clear, the US has gone all in and played its cards upfront for all to see while thinking they have a winning hand, but the final draws have yet to be dealt. We have yet to see the industry's hand, and we don't know what's in China's hand. Let's not get too swept up int he emotional rollercoaster of these events and lose sight of reaching the objectives, I expect industry and China are doing the same.
Why are you posting articles on the same thing over and over again? spamming these threads? I find that you mainly repeat post theses anti China articles repeatedly but never pro China articles like this. nice agenda
Russia is Chinas biggest market? have your seen the global trade map that’s been posted all over this forum? You don’t have a very high opinion of China do you? what about asean and Africa and South America?
btw the west can rip out a s much Huawei components as they want. That didn’t affect Huawei in the slightest. The only thing that stopped Huawei was being blacklisted from being able to produce chips.
SMEE is in the watch list of the U.S. so they are keeping a low profile. I am pretty convinced they already have the machine and they are in the testing and performing process. Is very probably that will hear about them soon.
For now the work that the Chinese Academy of Science is doing in EUV is something that I think could probably be more game changing. Different from SMEE that have to compete with a giant like ASML in DUV, there is no EUV competition in China, so anyone that delivers an EUV system would have a big market.
They already achieved 60W 6khz.
The problem to reach 28nm was not the laser or even optics, I think 0.8NA with immersion can be used to reach 28nm.
I think the problem was performance issues with the wafer stage, that I think there were solved at the end 2021.
Could you explain how you came up with 0.8NA?
your information is so outdated. read out last 100 pages of this thread.
They already achieved 60W 6khz. all problems have solved in 2021.
you know what is the basic problem of these articles. its all written by western experts. they know shit about Chinese progress and development. the rise of China happened extremely fast in high tech so many outdated information is widespread ..
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I mainly post negative articles because that is what China needs to confront. I have no use of spreading things that are going okay or good. The Chinese challenge these days are demographics and a hostile hegemonic empire (related to the current semiconductor supply chain embargo). I have no malign agenda with my activity. Let that be clear.
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