proelite
Junior Member
One thing you're forgetting that China and partner countries are likely being very secretive with their contingency plans.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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One thing you're forgetting that China and partner countries are likely being very secretive with their contingency plans.
There aren't many fabs in the US and they're geographically spread out, many will have to leave the industry. It's like how automotive engineers left the industry, some to go on welfare, when Detroit went down, and American cars never got better.
China's semiconductor target is 2025, not this year... China only needs 2 independent 28-14nm nodes in semiconductor manufacturing equipment 70-80% of their chips will not be threatened.. The U.S. played all the cards, they couldn't threaten China in the future...
and Japanese companies, and the rest of the Chinese companies will eat its market share, Biden's way is like Trump, panicking the market in the short term...
and Japanese companies, and the rest of the Chinese companies will eat its market share, Biden's way is like Trump, panicking the market in the short term...
Japanese equipment does not have a good outlook. Nikon is doing poorly, Canon will have to compete with SMEE, Hitachi and TEL offers little that Naura, ACM and AMEC don't.
This is the time they need to prove their loyalty to the Chinese market and Chinese OEM component companies need to push for higher inclusion in the Nikon, Canon, Hitachi, TEL supply chain.
I have read somewhere, the number of equipment manufactured by Japanese companies for export continues to increase in Q3.
Good news that they hired a lot of people inside China this year and hopefully Chinese factories weren't stupid enough to buy their light sources from Cymer instead of Gigaphoton.
I thought that the light source is heavily coupled with the machine. They can't just swap them out.
With ASML you can select Cymer or Gigaphoton, I don't know if once installed you can swap from one to the other.
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