”But ASML continued to sell its previous generation of lithography equipment, which etches 14-nanometer transistors using “deep ultraviolet” (DUV) light. China bought 81 such machines in 2021 alone.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Coming from Bloomberg with previous bogus article about China tiny Chip (they should be held account for public misinformation) they're making a mountain out of molehill, what a bullshit news publication corporation.
Oct 4, 2018 — The attack by Chinese spies reached almost 30 U.S. companies, including Amazon and Apple, by compromising America's technology supply chain,
That idea was before Ukraine.
Now I am more dubious regarding actual business autonomy of Europe. Our political representatives in Bruxelles put strategic dependency to US above interests of European people. People is not happy about it, but TV and media even don't show street protests that are taking place across Europe, and all official news and talk show guests are pure pro-war propaganda. Europe really changed a lot since last year.
In a more independent business environment, surely a Chinese fab in Europe, or even better in Holland, in JV with NXP (that is Dutch) or also with STM/Infineon would be something to consider. General purpose CPU, GPU or smartphone chips are of no interest in Europe, but automotive chips are, and because it has to be an advanced EUV fab to make sense, then autonomous-driving AI chips come to my mind as a possible target final product.
The collaboration could be even more vertical. For instance there could be a parallel JV or agreement between Biren or other Chinese AI chips developer with European advanced firms, universities and research centers (that have strong connections with Bruxelles).
So it would be a small but advanced EUV fab, fully de-Americanized, to manufacture Biren and siblings AI chips, all with participation of European semiconductor groups and research centers. That would be a clear win-win strategy: China would have guaranteed access to an advanced EUV fab that offers foundry services to Chinese AI companies, and Europe would have an European alternative to US in the future key AI chips market. And both China and Europe would have access to the European market that today is dominated by US.
Because of the last reason alone, the pressure of US to derail a possible China-Europe JV in AI chips would be huge.
Yes, correct that action had been officially declared last year with Liu He as the head of such task force ( Coming from Bloomberg themselves) BUT after Huawei sanction they had done what this bullshit article have suggested, so with all due respect they're 4 years late.
Jun 18, 2021 — Liu He will oversee the country's efforts to design and manufacture semiconductors within China, Bloomberg reports. Liu will develop a series of ...
That is 2.5 billion dollars to be won by non- U.S suppliers... As long as Chinese chip makers are being supplied by non blackmail vulnerable sources and especially Chinese sources, the better...
A Chinese fab in Europe might not happen anytime soon. But Nexperia can use Chinese tools in Europe, once China has enough capacity to export them. The European market should be free from Lam/KLA/AMAT. If a Chinese company was actually building a fab in Europe and buying lots of European and Chinese equipment for it, it would be hard for the EU to say no
Still remember the Anti-Sanction Law? LAM will lose it all.
FYI, ASML shipped total of 81 ArFi (aka ArF immersion, DUVi, immersion) scanners required for the most critical layer (process litho step) for 14nm node.
The "81 such (DUV) machine in 2021" in all likelihood is the sum of ArFi, ArF dry, KrF, & iLine systems.
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