Chinese semiconductor industry

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gelgoog

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I think if YMTC wanted to do it they should have waited until they had grown larger. There was no good reason to disturb their expansion of the second fab. I told you guys, there is lots of experience of previous suppliers of Apple getting burned, even had the US government not interfered with the deal.

I think China is being way too passive with these sanctions. For example they should either ban or put tariffs on usage of Micron memory chips in China. China needs to be proactive in removing US chips and equipment from the global supply chain. The US has gone way too far.
 
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Overbom

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gelgoog said:
I think if YMTC wanted to do it they should have waited until they had grown larger. There was no good reason to disturb their expansion of the second fab. I told you guys, there is lots of experience of previous suppliers of Apple getting burned, even had the US government not interfered with the deal.
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The moment YMTC was mentioned as an Apple supplier I knew they were going to get the hammer.
IMO they jumped the gun way too early. Should had waited 1-2 years before fully coming out
 
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european_guy

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Topazchen said:
It's provocative for a Chinese company to solicit for business?
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Actually it was a provocation. Is not an opinion, it's a fact. My opinion was (and I wrote it well beforehand) that YMTC move was very bold. That was an opinion, but after US politicians made a lot of noise about it, and after YMTC ended up in unverified list (for no good reason), then we can say that it has been confirmed that it was a provocative move that backfired.

Unfortunately pride is the worst enemy of businessmen. I understand both China and US are superpowers, and national pride is an important ingredient of their recipe to success. We in Europe, especially in business, are used to fly much lower.

gelgoog said:
I think China is being way too passive with these sanctions. For example they should either ban or put tariffs on usage of Micron memory chips in China. China needs to be proactive in removing US chips and equipment from the global supply chain. The US has gone way too far.
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YMTC can sell all that they produce anyhow, no need for sanctions here.

Sanctions should have a rationale cause, not an emotional one. Putting sanctions on US high tech just helps US pushing their narrative even more, and gives them reasons to retaliate. As I wrote, China should play defence for some more years. No good for China to engage US at their own game now.
 
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gelgoog

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"Remarkably, however, the new measures seem even more restrictive. The list of controlled items includes lithography equipment capable of “production of a pattern size of less than 2.5 micrometers” and “using a light source wavelength shorter than 400 nanometers.” Commercial 250nm manufacturing started in the late nineties of the previous century."

This is a passage out of the document the US put out once the sanctions came out. The US is retarded. Do they really think China cannot make their own lithography machines at all? 400nm. I think even the Soviets could do that. i-line is 365nm. Unless by 400 nm they mean He lamps. So KrF, ArF and EUV would be sanctioned then. Still retarded.
 
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olalavn

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Shandong Youyan Ace 12-inch large silicon wafer project gas delivery system open tender​


on October 14, Shandong Youyan Aisi Semiconductor Materials Co., Ltd. (hereinafter referred to as "Shandong Youyan Aisi") 12-inch integrated circuit large silicon wafer industrialization project gas delivery system open tender.

Shandong Youyan Aisi plans to purchase a gas delivery system for a large silicon wafer industrialization project for 12-inch integrated circuits, with a budget of 6 million yuan.

Shandong Youyan Ace was established on March 11, 2020. It is jointly funded by Youyan Technology Group Co., Ltd., Dezhou Huida Semiconductor Equity Investment Fund Partnership and Youyan Semiconductor Silicon Material Co., Ltd. It is mainly engaged in 12-inch large-diameter silicon wafers. R&D, production and sales
 
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Weaasel

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This is behind a pay-wall

BUT
Even though this is not directly about the Chinese semiconductor industry, but since it is an undertaking in a lithography methodology that has never been commercialized before - until now - in the future such lithography machines could be commercially utilized by Chinese companies or they could be replicated by Chinese companies. If they can reliably produce chips of < 14 nm nodes and the Japanese are willing to sell them, China can buy them.
 
FairAndUnbiased

FairAndUnbiased

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gelgoog said:
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"Remarkably, however, the new measures seem even more restrictive. The list of controlled items includes lithography equipment capable of “production of a pattern size of less than 2.5 micrometers” and “using a light source wavelength shorter than 400 nanometers.” Commercial 250nm manufacturing started in the late nineties of the previous century."

This is a passage out of the document the US put out once the sanctions came out. The US is retarded. Do they really think China cannot make their own lithography machines at all? 400nm. I think even the Soviets could do that. i-line is 365nm. Unless by 400 nm they mean He lamps. So KrF, ArF and EUV would be sanctioned then. Still retarded.
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lol 2.5 micron is from the 1980's, 250 nm is 0.25 micron, whoever wrote this had their math taught by PE teachers. but yeah they have no idea what they're doing at this point.
 
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Weaasel

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gelgoog said:
I think if YMTC wanted to do it they should have waited until they had grown larger. There was no good reason to disturb their expansion of the second fab. I told you guys, there is lots of experience of previous suppliers of Apple getting burned, even had the US government not interfered with the deal.

I think China is being way too passive with these sanctions. For example they should either ban or put tariffs on usage of Micron memory chips in China. China needs to be proactive in removing US chips and equipment from the global supply chain. The US has gone way too far.
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China is bidding its time. China will eventually make the breakthroughs comprehensively in sub 14 nm IC chips manufacturing and probably within half a decade succeed in replicating the most advanced ASML DUV lithographic machines sourced almost exclusively from made in China components. American companies will be completely shut out of the Chinese market with regards to semiconductor related goods. European and Japanese companies better think very long and very well before joining the Americans lest they also suffer the same fate.
 
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