Chinese semiconductor industry

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mderfox

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ASML and other non US comoanies can continue to supply SMIC. ASML CEO reiterated that during the last earning call. The fact that ASML has not shipped the EUV tool to SMIC is because the Dutch Government has not granted an export license. That is a political decision as the Netherlands was under intense US pressure and has nothing to do with the blacklist. I think only a political intervention from the top, i.e. chairman Xi, can unblocked the delivery.
The rule that no company can sell to Huawei if the good concerned contains any US technology was very ecceptional and was only for Huawei. Hope this clarifies..

Its happen before entity list come into force. If you read US accusations, SMIC in collaboration with China military industrial complex. Then its fall under Wassenaar Agreement. Of course only advance node under 10nm. Judging SMIC managed to make nodes under 10nm using DUV tools, Its God send gift to US to block SMIC. As we know US can make rule out of thin air, anything is possible.
 

HybridHypothesis

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And the person who said China is winning the trade and tech war is ridiculous. Since the tech war started, China's best companies (Huawei and ZTE) have been nearly destroyed whereas Apple, Google, Microsoft, etc. have doubled their market value. Like, it's not even close.

Why does this guy still not understand that the valuations of FANGMAN are completely out of line w/ fundamentals and are driven solely by FED policy? Can this pseud stop polluting this thread when he has already admitted to being a troll?
 

WTAN

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This is good news. Local FABs will now increase their purchases of locally made semiconductor equipment. They will also replace existing foreign made equipment with local ones.
This increased sales and revenue will enable local manufacturers to spend more on R&D to develop more advanced models.
SMIC has long been the largest purchaser of American Semiconductor Machinery in China due to the influence of the many Taiwanese Experts and Managers who work there.
SMIC will now have to change their policies and support local manufacturers.
This pressure will also force local manufacturers to accelerate their development of advanced semiconductor machinery.
I am not surprised that the Share prices of semiconductor machinery makers like AMEC and Naura have surged.
 

ansy1968

Brigadier
Registered Member
This is good news. Local FABs will now increase their purchases of locally made semiconductor equipment. They will also replace existing foreign made equipment with local ones.
This increased sales and revenue will enable local manufacturers to spend more on R&D to develop more advanced models.
SMIC has long been the largest purchaser of American Semiconductor Machinery in China due to the influence of the many Taiwanese Experts and Managers who work there.
SMIC will now have to change their policies and support local manufacturers.
This pressure will also force local manufacturers to accelerate their development of advanced semiconductor machinery.
I am not surprised that the Share prices of semiconductor machinery makers like AMEC and Naura have surged.
Hi WTAN,

Any news you can share regarding the delivery of SMEE 28nm DUVL to SMIC? When will it start operating? and also the status of SMIC 7NM N+2? again sorry for being a nuisance.
 

Xizor

Captain
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These sanctions on SMIC, DJI etc make me so happy.
I see nothing but gains for China in the long term.
China's Long March to semiconductor self reliance has started and unlike other countries, China is attempting something very much unheard of - replace its entire commercial fab with Chinese components.

No country on this planet boasts of operating such fabs (not military, just commercial ones). Lithography, Silicon wafer processing, etching Chemicals... A whole lot of subsystems need to be locally made.

Being realistic, I don't think it'll be able to match the quality of a globalist Fab. But the experience gained is worth the billions thrown at it.

Maybe much more worth than the billions thrown at BRI initiative.
 

Oldschool

Junior Member
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Boys, before jumping the guns, are we sure old school 45nm domestic tech for sure working?
I got few questions.
1)Huawei 45nm using SMEE SB600 90nm scanner using double pattern?
2)is Huawei 45nm Fab using complete domestic tech and chemicals?
3)is it up and running now?


If Huawei 45nm fab doesn't run great it's a moot to talk about anything more advanced.

I think Huawei 45nm old school fab is the litmus test. It's yield better be good.

If SMEE 90nm SB600 for 45nm is not good them it's unlikely it's 28nm SB800 is any good.
 

gelgoog

Lieutenant General
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I wouldn't put much stock on 45nm using 90nm scanner with double patterning. I mean it is not impossible but is it economically viable?
Unless someone already developed this technology for other purposes and Huawei is riding on that. Which might be the case.

The major difference is they allegedly use a different light source. Instead of ArF they use KrF light source which only allows lower resolution details to be written. It is older generation technology from the late 1990s.

Just think about it. You wait a single year and you have immersion lithography tools from SMEE which are much more advanced and might scale all the way to 7nm with upgrades. It does not make sense to make a major investment into these tools. But it is a way to get their feet wet so to speak.
 
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