Chinese semiconductor industry
- Thread starter Hendrik_2000
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Bro especially the Beijing FAB, its massive from rumors a 250,000 wpm when completed in its final form in 2024.
Etching machine. This will slowdown YMTC expansion plan.
Seriously, did someone write that?
Is that what this guy here is referring to about a year ago?
i would bet on SMIC, they are capable of handling 28nm-14nm nodes with no need for U.S. parts...
this is my cut from an interview by LAM research.... it only slowed down the expansion of foundries and fab in China.
The Taiwanese are right, the Chinese have NO desire to destroy TSMC FAB BUT there are dangers lurking for TSMC and it come mostly from American intentions...lol
Taiwan Security Bureau: No Need to Destroy TSMC's Fabs If China Invades
By
published about 16 hours ago
China might get a golden hen that won't lay golden eggs.
(Image credit: TSMC)
Taiwanese semiconductor manufacturing prowess might be one reason for China to invade the island and seize fabs belonging to Taiwan Semiconductor Manufacturing Co., United Microelectronics Corp., and Micron. One of the potential responses to such a plan could be evacuating personnel and destroying the fabs, suggested Parameters, a top U.S. army publication recently. But this might be unnecessary, according to Taiwan’s National Security Bureau.
To build chips using leading-edge process technologies, TSMC needs leading-edge chip production equipment from companies like ASML, Applied Materials, and KLA. Even if China invades the island and seizes TSMC’s fabs without access to advanced equipment and ultra-pure raw materials, it will be impossible for China not only to keep developing leading-edge manufacturing nodes but to keep production on current technologies uninterrupted.
“TSMC needs to integrate global elements before producing high-end chips,” Chen Ming-tong, director-general of Taiwan’s National Security Bureau, told Taiwanese lawmakers this week, reports (opens in new tab). “Without components or equipment like ASML’s lithography equipment, without any key components, there is no way TSMC can continue its production. […] Even if China got a hold of the golden hen, it won’t be able to lay golden eggs.”
China’s slowing economy, tensions with the U.S., and internal political battles in recent years increased the probability of China’s invasion of Taiwan to seize the island, get a hold of multiple world-class technologies, and improve the approval rating of Xi Jinping. But probability does not mean certainty. China must maintain relationships with the United States and the European Union, its two key trade partners. Furthermore, without access to manufacturing tools and technologies designed in America and Europe and without money from trade partners, China’s occupation of Taiwan might turn into a Pyrrhic victory.
New Export Rules
The U.S. sanctions against China’s supercomputer and semiconductor sectors prove relatively efficient. Late last week, the Department of Commerce’s Bureau of Industry and Security (BIS) (opens in new tab) new export rules that impose new license requirements for semiconductor production equipment destined for China starting October 12.
Under the new rules, U.S. companies must obtain a license from the U.S. DoC for tools that can make logic chips using 14nm/16nm nodes or thinner, DRAM ICs on nodes of 18nm and below, and 3D NAND chips with 128 layers or more. Licenses for fabs owned by Chinese entities will face a ‘presumption of denial,’ and licenses held by multinational corporations will be decided case by case.
U.S.-based Applied Materials, KLA, and Lam Research this week ceased to supply appropriate tools to their clients in China, including Semiconductor Manufacturing International Corp. (SMIC) and Yangtze Memory (YMTC). Also, the said companies started to withdraw their employees from YMTC’s fabs. The decision has , and it remains to be seen how significantly it will affect the businesses of Applied, KLA, and Lam Research.
Yet, the move shows how the U.S. can crack down on China’s semiconductor industry in a few days.
After what has happened with Nordstream II I think it is more likely for the US to bomb TSMC than it is for mainland China.
Sir those power grid are a tempting target....lol
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