Bizarre being a US resident now a liability in tech
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Just as @Oldschool predicted 3 months ago and by means of producing the chip, China is self sufficient.
Oldschool
Junior Member
Registered MemberJul 12, 2022
The main battle area for China is EV, not IoT.
THis is what made US so nervous about. China has made alot of higher node power electronics and logic, sensors for Electric car.
Each EV can have up to few hundred ICs. Alot of power IC, MEMS, CMOS sensors, MCUs.
THe most expensive chip in this car is the general purpose DSP(digital signal processor) , 200 Yuan.
All the chips in this car doesn't even need 28nm immersion DUV , 55nm/45nm dry DUV is enough.
THis is CHina's main battle ground.
Tech decoupling
He’s a lawyer. Basically what you call an In - House Counsel.
Deja Vu? @tokenanalyst bro need your opinion, as @Oldschool had mentioned last month, are his concern being address?
Sep 17, 2022
US banning 14nm and below equipment to China. And the two US companies affected are Applied Material and Lam Research. ASML is defying US and continuing to supplying DUV.
Therefore for 14nm domestic capacity expansion, lithography is not limiting factor and instead whether domestic suppliers can supply 14nm capable equipments such as ion implantation, CMP, CVD, etc and photoresist chemicals are issues we are watching out for.
Oldschool
Junior Member
Registered MemberSep 17, 2022
US banning 14nm and below equipment to China. And the two US companies affected are Applied Material and Lam Research. ASML is defying US and continuing to supplying DUV.
Therefore for 14nm domestic capacity expansion, lithography is not limiting factor and instead whether domestic suppliers can supply 14nm capable equipments such as ion implantation, CMP, CVD, etc and photoresist chemicals are issues we are watching out for.
Hi guys, this was from an old Nikkei article about China's equipment maker competitors to the global equipment maker competitors. Is there any company missing from this list? Maybe some more knowledgeable posters like @olalavn or @tokenanalyst can answer.
Phytium, Zhaoxin and Hygon are building on SMIC's 14nm process. Phytium is the largest. Hygon and Zhaoxin just switched to SMIC recently.
Next generation will be N+1.
Unless there is something in the new laws that we have not heard about it seems to me like the US semi tools sector is overreacting.
Even though SMIC, YMTC, and CXMT were put in the list, I know at least SMIC and YMTC's current expansion plans do not require any equipment which infringes on the limits of these stupid laws the US put into place. SMIC is expanding 28nm capacity, and YMTC is currently manufacturing at 128 layers or less. I am less sure about CXMT.
What may be the case is that the equipment which these US semi tools vendors sell is not restricted to the parameters set by the US government and so, they basically need to review and possibly nerf all the equipment they were planning to sell to these Chinese companies in order to comply with the stupid new law.
Even though SMIC, YMTC, and CXMT were put in the list, I know at least SMIC and YMTC's current expansion plans do not require any equipment which infringes on the limits of these stupid laws the US put into place. SMIC is expanding 28nm capacity, and YMTC is currently manufacturing at 128 layers or less. I am less sure about CXMT.
What may be the case is that the equipment which these US semi tools vendors sell is not restricted to the parameters set by the US government and so, they basically need to review and possibly nerf all the equipment they were planning to sell to these Chinese companies in order to comply with the stupid new law.
it looks like SMIC is using non-U.S. technology to produce chips ( but less than 25%)
Ufff a lot, you will have to read probably a hundred post in this thread to get half of the picture.
To start kingstone is now Wanye enterprise which the founder of SMIC is one executive. CTEC does ion implanters too, its not in the list.
CTEC founded semicore is not there.
This a list of metrology companies
Semitronix for testing
Alphasemi for NAND deposition
Nanoimprint lithography
Like I said you will have to read hundred of posts here to get half of the picture
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