Chinese semiconductor industry

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FairAndUnbiased

FairAndUnbiased

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european_guy said:
Interesting numbers. To which period they refer? Today?

Regarding etching, we can see that YMTC has 100 localized machines, and this represent the 21,9% of total etching equipment. So YMTC has in total 456 etching machines.

It is not a surprise that the vast majority of equipment is of foreign origin, because it is only recently that local manufactures have started selling in volumes to their customers. I'm sure if we consider only etching equipment sold in the last 2 years, the percentage of local suppliers is much higher.

Interesting the 74 pieces of equipment that google translated as degumming (the first entry in vertical list) but maybe is more correct to say wet photoresist removal (please correct me if I am wrong). This is a whopping 86% of total degumming machines. Somone knows who is the local manufacturer? I'd guess maybe is ACM Research or Kingsemi.
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去胶 = resist strip, but I'm not sure if it also includes resist ashing or if resist ashing goes into the 刻蚀 category.
 
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mmbro

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WASHINGTON, D.C. – U.S. Senator Marsha Blackburn (R-Tenn.), along with Senators Tom Cotton (R-Ark.), Bill Hagerty (R-Tenn.), Ted Cruz (R-Texas), and Marco Rubio (R-Fla.) sent a letter to President Biden demanding he act quickly to prevent Huawei from building the Pengxinwei IC Manufacturing Company (PXW) semiconductor plant. The opening of this plant would put the United States at a disadvantage in countering Huawei, advance Communist China’s Military-Civil Fusion campaign, put American semiconductor companies at a disadvantage, and pose a national security concern.

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FairAndUnbiased

FairAndUnbiased

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mmbro said:
WASHINGTON, D.C. – U.S. Senator Marsha Blackburn (R-Tenn.), along with Senators Tom Cotton (R-Ark.), Bill Hagerty (R-Tenn.), Ted Cruz (R-Texas), and Marco Rubio (R-Fla.) sent a letter to President Biden demanding he act quickly to prevent Huawei from building the Pengxinwei IC Manufacturing Company (PXW) semiconductor plant. The opening of this plant would put the United States at a disadvantage in countering Huawei, advance Communist China’s Military-Civil Fusion campaign, put American semiconductor companies at a disadvantage, and pose a national security concern.

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they don't have the capability to stop it.
 
olalavn

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mmbro said:
WASHINGTON, D.C. – U.S. Senator Marsha Blackburn (R-Tenn.), along with Senators Tom Cotton (R-Ark.), Bill Hagerty (R-Tenn.), Ted Cruz (R-Texas), and Marco Rubio (R-Fla.) sent a letter to President Biden demanding he act quickly to prevent Huawei from building the Pengxinwei IC Manufacturing Company (PXW) semiconductor plant. The opening of this plant would put the United States at a disadvantage in countering Huawei, advance Communist China’s Military-Civil Fusion campaign, put American semiconductor companies at a disadvantage, and pose a national security concern.

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they can't do that, because it's a semiconductor factory with no equipment for U.S., the republicans have sold Huawei back to China....
 
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caudaceus

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mmbro said:
WASHINGTON, D.C. – U.S. Senator Marsha Blackburn (R-Tenn.), along with Senators Tom Cotton (R-Ark.), Bill Hagerty (R-Tenn.), Ted Cruz (R-Texas), and Marco Rubio (R-Fla.) sent a letter to President Biden demanding he act quickly to prevent Huawei from building the Pengxinwei IC Manufacturing Company (PXW) semiconductor plant. The opening of this plant would put the United States at a disadvantage in countering Huawei, advance Communist China’s Military-Civil Fusion campaign, put American semiconductor companies at a disadvantage, and pose a national security concern.

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Uhh isn't that factory in Chinese territory? Whatcha expect Biden to do? Sent NAVY SEAL?
 
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