ASML should just sell the EUV without any American equipment in it. Why let the US dictate these ridiculous terms to you? They're not going to sanction ASML seriously lol.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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There is none, EUV light source is only made by Cymer.
To be fair Gigaphoton is building their own EUV light source but there is not indication that is ready from prime time yet, so Cymer has the monopoly for now.
Oh that's unfortunate. Now that I think of it, I remember the US did not share its EUV research with Japanese companies and only with ASML.
To be fair, I think the entire industry will see good amount of layoffs.
Well, I think this is another evidence that us companies are finished in china. If Americans aren't even allowed to communicate with Chinese semiconductor industry, then I don't see how many Chinese fabs can do business with American companies. It's not possible. If you want to do business in china, you pretty much have to set up local office and train them to work with your Chinese customers.
Any Chinese companies that still buy American chips should be under no illusion they will receive any support going forward.
I am not too concerned about cymer here since I am sure asml local staff are trained to service light sources. However, they should definitely work on qualifying rslaser on the asml scanners and switching to gigaphoton
In the current downturn, Japanese companies will be very excited to get additional partners.
With this type of stringent enforcement on American people, I don't think the Chinese government need to do much to get fabs to not use American products. I do think Chinese government need to come up with incentives to welcome foreign talents into semi industry, welcome Chinese nationals and green card holders to come back and to quickly grant citizenship to Americans who are willing to give up passport. Give them extra money to buy permanent residence in other countries if they are not comfortable with moving families to china.
You are the rock in this thread. I do think we not only need to cut out the Twitter post hot takes, but also the Chinese grievances. Let's just stick to facts and discussion. There are plenty of great things happening right now.
proelite
Junior Member
For EUV it is. Not as much for ArFi and older emission sources.
More companies jumping to the semiconductor equipment parts bandwagon.
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