there are 40 types of etching machines in 3D nand production. Last year China could only fulfill half of them.i think its too late.
AMEC has already publicly stated that able to etch 200 layer machine. after sanctions, they will speed up the production.
View attachment 99365
The big deal could be KLA, it seems that YTMC and KLA collaborated a lot. Fortunately, there are Chinese companies that are making inroads into the metrology and yield process department in China that, with some work, could replace KLA, if they are not collaborating already.i think its too late.
AMEC has already publicly stated that able to etch 200 layer machine. after sanctions, they will speed up the production.
View attachment 99365
i think its too late.
AMEC has already publicly stated that able to etch 200 layer machine. after sanctions, they will speed up the production.
View attachment 99365
I think the problem is how many years the contract is binding..The big deal could be KLA, it seems that YTMC and KLA collaborated a lot. Fortunately, there are Chinese companies that are making inroads into the metrology and yield process department in China that, with some work, could replace KLA, if they are not collaborating already.
Bro IF ASML use RSLASER will they be sanctioned too?This US sanctions are horrible timed. The stooges on DC couldn't have put this restrictions at a worst moment.
Luckily for ASML if they manage to keep their DUVi scanners Non American they could made up by using the stockpiling of this tools in China.
no worry. half are done. half will be done soon.there are 40 types of etching machines in 3D nand production. Last year China could only fulfill half of them.
I guess no. They still can use Gigaphoton.Bro IF ASML use RSLASER will they be sanctioned too?