Chinese semiconductor industry

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FairAndUnbiased

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Looks like YMTC is not in their public list of clients. If YMTC make their bed with the devil (KLA), I hope it was because they didn't couldn't found anyone offering nothing close to what they need, anyone with two braincells know that the fate of those cloud services are in the hands of the company who provide them.
Does KLA equipment send encrypted data, use a proprietary file format or something? What stops a 3rd party datalogger from taking KLA data and processing it into a form suitable for online data analytics?
 

tokenanalyst

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Does KLA equipment send encrypted data, use a proprietary file format or something? What stops a 3rd party datalogger from taking KLA data and processing it into a form suitable for online data analytics?
Difficult to know, but possible. Decrypting binary data is not impossible. The issue could be the algorithms and the infrastructure that analyze that data.
 

tokenanalyst

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China hired a lot talent from Taiwan and Korea. and hiring still continue.

another one..

That is another thing the U.S. could loss forever in the Chinese semiconductor industry: Influence.
U.S. nationals by occupying high positions in Chinese companies have influenced the purchasing decisions of Chinese semi companies in favor of US products. As the influence of U.S. nationals wane not only in the semiconductor industry but in others industries too, the purchasing decisions of Chinese companies will shift too.
Korean nationals could influence Chinese companies to buy more Korean made equipment.

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FairAndUnbiased

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Difficult to know, but possible. Decrypting binary data is not impossible. The issue could be the algorithms and the infrastructure that analyze that data.
I mean when I look at OEM sensors, they send as analog (either 4-20 mA or 0-10V) or RS-232 for transducers like gauges. That's easy to deal with. On the other hand imaging data for optical CD is much more dense and complicated, and that IDK.
 

theorlonator

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That is another thing the U.S. could loss forever in the Chinese semiconductor industry: Influence.
U.S. nationals by occupying high positions in Chinese companies have influenced the purchasing decisions of Chinese semi companies in favor of US products. As the influence of U.S. nationals wane not only in the semiconductor industry but in others industries too, the purchasing decisions of Chinese companies will shift too.
Korean nationals could influence Chinese companies to buy more Korean made equipment.

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Do Korean firms even make much semiconductor manufacturing equipment? I had the impression all of it is imported from the US or ASML lol.
 

caudaceus

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Btw seems that Chinese and US firms are pilling in on self driving chips (Nvidia, horizon, etc), why there are no Korean, Japanese, or European firm join the race?
 

antiterror13

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Thanks @ansy1968
Among them which ones that is on par with market leader such as LAM, Applied Material etc?

As I understand, SMEE is not yet on par with ASML.

Not even close, wondering why did you compare those 2 companies. The main issue is that China didn't focus on lithography and now you will see the result in 5-10 yrs time, like it had happened to CNC, GPS, Satellites, Supercomputer, Space station, etc, etc
 
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