Chinese semiconductor industry

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tokenanalyst

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I think it is worrying that SMEE cannot even produce a competitive KrF lithography machine vs the Japanese or Dutch ones.
They basically need to redesign their whole product lineup for logic. It needs to have similar wph productivity and quality parameters.
The redesigned with dual wafer stages as ASML does rather single ones and more powerful DUV lasers.
 

tphuang

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So no DUV this November?
@olalavn

I looked over that article and seems to quote chief scientist of CAS with a link that no longer works. The statement about EUV/DUV seem to be made without any proof. Again, we already have that clip that confirmed 28 nm lithography machine has "landed", so anything else is just hearsay.
 

caudaceus

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I looked over that article and seems to quote chief scientist of CAS with a link that no longer works. The statement about EUV/DUV seem to be made without any proof. Again, we already have that clip that confirmed 28 nm lithography machine has "landed", so anything else is just hearsay.
All in all I think the moment we have public statement that total indigenous 14nm launched is the time we can sight a breath of relief.
Maybe scaling will be another challenge but I'm sure for China scaling is much easier problem.
 

ansy1968

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Thanks, that's quite a bit of advancement. However, 36% is still quite a long way from 100%. Chinese tools makers really can't expand their production fast enough. Hoping the recent sanctions don't slow down expansion plans. At least I haven't noticed any slow downs.
Sir within 3 years it will go up to 50-60%, just look at SMIC expansion plan, aside from SN2 which will be operation next year, they are building new FABS like there's no tomorrow, five of them, in Beijing, Tianjin, Shanghai Lingang, Shenzhen and recently in Chongqing. And you have to include Huawei, Huali and Huahong, heck with the restriction, Beijing may accelerate and achieved their goal of 70% Made In China 2025 initiative. ;)
 

caudaceus

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All in all I think the moment we have public statement that total indigenous 14nm launched is the time we can sight a breath of relief.
Maybe scaling will be another challenge but I'm sure for China scaling is much easier problem.
Copium and hopium from me. But the moment China can manufacture indigenous 7nm (not even EUV dependant), I'd expect US to add more sovietization of their tech. I'm not surprised if they will try to sanction RISC-V and force Intel/AMD to not implement RISC-V.
 

pevade

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Copium and hopium from me. But the moment China can manufacture indigenous 7nm (not even EUV dependant), I'd expect US to add more sovietization of their tech. I'm not surprised if they will try to sanction RISC-V and force Intel/AMD to not implement RISC-V.
LMAO how are they going to sanction RISC-V? RISC-V is an open standard, the US can sanction however much they like, but they cant remove an open standard. Also forcing Intel/AMD to not use RISC-V is like the ultimate self-own. While RISC-V may not be used extensively as a main compute chip yet, it is still used extensively as a sub processor or microcontroller for specific applications. Then again, I highly doubt that Intel/AMD will ever go full RISC-V.
 
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