You answered your own question. Why doesn’t Holland run the whole process themselves? Why do they only make DUV/EUV but not the light source, chemicals, etc.
Chinese semiconductor industry
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You answered your own question. Why doesn’t Holland run the whole process themselves? Why do they only make DUV/EUV but not the light source, chemicals, etc.
Kinda old poster from Zhejiang University from 2018.
That what they did after Tianmen on Chinese defense industry in a way. Now it's gone past Europeans and just few years behind Americans as opposed to 3 decades in 1990s.
Just my 2 cents, it was a good history lesson, as that was what happened in my understanding of things.
Of how Intel was basically the industry, then the industry evolved and that is why Intel was no longer the Intel everyone always knew. There were other major players now who were better at what they did.
The guy always wrote sharp articles, and here the scratch guy emphasizes the trailing edge.
There is a huge market for mature chips, and that is booming. China is right in the center of that action.
What the article does not delve into, is the rationale or possible outcomes of China not having the best chips, will that be enough for the US to maintain a lead over China in AI for example?
On that point, the scratch guy might have to say something that people do not want to hear.
He cannot say that, or even raise that possibility, in case subscribers start to cancel their subscriptions.
Look at the breath of that article, he talked about everything, except for the meat of the sanctions, their declared goal of the US government.
Clearly, the scratch guy avoided that.
But, in a way, he kind of suggests the question. He probably has an opinion, will not share it.
Wonder why?! Ha!
Just curious actually, do China have some semiconductor coordinating body that connecting everybody from tool makers, designers, universities to government?
Something like sematech or Japanese MITI their coordination seems very strong.
To be fair to him, he is even suggesting that getting to the bleeding edge won't be hard for China like it was for the rest.Just my 2 cents, it was a good history lesson, as that was what happened in my understanding of things.
Of how Intel was basically the industry, then the industry evolved and that is why Intel was no longer the Intel everyone always knew. There were other major players now who were better at what they did.
The guy always wrote sharp articles, and here the scratch guy emphasizes the trailing edge.
There is a huge market for mature chips, and that is booming. China is right in the center of that action.
What the article does not delve into, is the rationale or possible outcomes of China not having the best chips, will that be enough for the US to maintain a lead over China in AI for example?
On that point, the scratch guy might have to say something that people do not want to hear.
He cannot say that, or even raise that possibility, in case subscribers start to cancel their subscriptions.
Look at the breath of that article, he talked about everything, except for the meat of the sanctions, their declared goal of the US government.
Clearly, the scratch guy avoided that.
But, in a way, he kind of suggests the question. He probably has an opinion, will not share it.
Wonder why?! Ha!
He acknowledges that catch up is easier than pushing the frontier and if you have an unlimited amount of money like China, it's only a matter of time.
People usually don't understand why the Chinese are obsessed with this "trailing edge nodes", the goverment do not just want China to make chips, they want China to make chips with their own tools. That was a goal even before the trade war.Just my 2 cents, it was a good history lesson, as that was what happened in my understanding of things.
Of how Intel was basically the industry, then the industry evolved and that is why Intel was no longer the Intel everyone always knew. There were other major players now who were better at what they did.
The guy always wrote sharp articles, and here the scratch guy emphasizes the trailing edge.
There is a huge market for mature chips, and that is booming. China is right in the center of that action.
What the article does not delve into, is the rationale or possible outcomes of not having the best chips, will that be enough for the US to maintain a lead over China in AI for example?
On that point, the scratch guy might have to say something that people do not want to hear.
He cannot say that, or even raise that possibility, in case subscribers start to cancel their subscriptions.
Look at the breath of that article, he talked about everything, except for the meat of the sanctions, their declared goal of the US government.
Clearly, the scratch guy avoided that.
But, in a way, he kind of suggests the question. He probably has an opinion, will not share it.
Wonder why?! Ha!
The point is that most of China SME is rated to 28nm, in some cases more advanced, so if China wants its semiconductor equipment industry to advance they need to invest in fabs that could use those equipment. So SME companies make money, debug-verify their tools and advance to the next level. 28nm is basically a training node for Chinese toolmakers.
If China started to invest on developing advanced nodes in bulk, they will have to do it with foreign tools even more than today. So is counterproductive to their goals and more now that the US goverment is in stupid mode again.
Yeah various groups, some from the goverment and other from alliances that semiconductor equipment companies do among themselves to cut cost of R&D and avoid duplicative work.
"Industry sources." We know better, don't we.
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