Even if it is proven to work just as well and at similar operational cost as the ASML EUV lithography machines, the United States will do its utmost to prevent sales to Chinese companies. Given that ASML already has a monopoly on sales of TSMC and the Koreans - the only commercial users of EUV machines - it will be difficult for the Canon to have them as customers. If Japanese companies are not prepared to go into domestic chip making on a large scale in the near to medium term future at least for their significant domestic market, there will ikely be no market for Canon's Nanoimprint Machines if they are not willing to sell them to China.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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It doesn’t work to replace the complex patterns of advanced logic and DRAM application. They were trying to insert this for a fee 3D-NAND layers with simple 1D patterns at Kioxia. Kioxia still hasn’t collected enough good results for them to commit to nano imprint for production.
but obviously, Canon is still hopeful that they could gain actual traction if this technology.
this tech will be at best used for niche application. It will not be able to replace mainstream applications, period.
nanoimprint lithography still needs optical lithography or electron beam lithography to make the mask, and the mask must be made at similar precision as the wanted pattern since it is direct pattern transfer rather than projection optics.
it is only suited for highly repeatable patterns such as NAND.
Not to mention the masks eventually erode as it is being used over time.
Can we not post such ignorant takes? All these issues have already been discussed earlier? Why do you keep rehashing them?
US gov't does not allow export of anything 14 nm or below. So anything produced in SMSC basically can't use American equipment. So yes, SMIC needs to proof to US customers that it meets those standards. In reality, SMSC fabs use very little if any American equipment, so this really doesn't affect it in the first place. Again, this was covered in the Lam employee interview already.
Two of its largest customers are Qualcomm and Broadcom, so SMIC is working hard to keep them and assuring them that it meets regulations.
It's very obvious why they do not publicly talk about FinFet production. They do not want to attract more attention leading to more sanctioning!
For all his analysis, he did not bother to analyze why SMIC raised its capex in 2022 by so much and what it could've spent the money on. Clearly, this guy already has an agenda and is just find evidences that fits his narrative.
Han's Laser: SiC workpiece laser cutting machine applied to third-generation semiconductor is being verified with customers
21/11, Han's Laser said on its investor engagement platform that "laser cold cutting has shown great promise in the silicon carbide cutting field." It has an advantage and Infineon has also laid out this area. Does your company have any R&D or product stock in this region?" and other inquiries indicate that SiC blank laser cutters used in third-generation semiconductors are being verified with customers.
21/11, Han's Laser said on its investor engagement platform that "laser cold cutting has shown great promise in the silicon carbide cutting field." It has an advantage and Infineon has also laid out this area. Does your company have any R&D or product stock in this region?" and other inquiries indicate that SiC blank laser cutters used in third-generation semiconductors are being verified with customers.
It is a .tw source, not surprising if there is spin in a certain direction
That's odd，why would SMIC needs to assuring their US customers that SMIC meets regulations？Because the US regulation is all about selling to Chinese fabs，not buying from Chinese fabs. US entities can buy 3nm chips from SMIC if SMIC can make it，and it's totally legit under current US regulation.
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