So they have some lines in place with this equipment. Imagine they can plug the hole short term by hiring ex Chinese KLA/AMAT/LAM employees. In parallel have to work with AMEC / Chinese KLA substitutes to rip out that equipment over time. Question really is how far off the second step is / doesn't need to be cutting edge just enough for FinFet equivalent processes
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Yeah, it's quite impressive what they have done. I think they won't be that affected outside of near term inconvenience of losing servicing. Only asml stop delivering scanners would really delay their expansion.
And the solutions for 14 nm is probably sufficient for n+1. And if they can do it, hlmc should be able to do it with their 14 nm process.
Interesting, it wonder if they can get some of the equipment from Japanese. The lam interview definitely made it sound like cxmt and ymtc expansion are most likely to get delayed.
Not great for them, but most likely just a short term blip. It's not like nand flash itself is being sanctioned.
Meh, us is trying to decouple and china is not. So, you will end up with a situation where china can still function as a society without American imports and not the other way around. It makes sense for china to continue ingrain itself deeper into the American supply chain.
It is perfectly timed for midterm elections.
Complex semiconductors rules or soaring inflation decreasing the purchasing power of the average American.
An easy choice, doesn't?
manqiangrexue
Brigadier
Because all these bans do is make China progress faster. Before this tech war, nobody in China was interested in working in lithography, just making profits buying foreign tech. Chinese leaders told them that this is critical technology they must master, but nobody listened because it wasn't profitable. Now they are finally working like the Manhattan Project to get advanced lithography fully indigenized. This doesn't need retaliation against America; this merits a "Thank you" card taped to a bouquet of flowers and a basket of fruits, wines, and cheeses.
China is now a scientist working in his lab making progress every hour; America is the desperate crazy person shouting at him from outside, making noise hoping to stop him from innovating. What is the scientist's best "retaliation?" Just keep working LOL
Doesn't have to do with elections / I think it's timed for the NDAA process in Congress. Laying out sanctions / policy to cya in those negotiations.
Very interesting article, prob some good discussion could be had on the geopolitics of it which may do better in "world news" or if someone started a new China / US relationship type thread.
No need to rip out. Just use what you have until they’re up on their maintenance cycle and if you can’t service them to a level that would make sense to not replace them you replace them then.
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