So regardless of the news is true, how is SMEE doing?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Another option for ASML IF immersion is banned (I highly doubt it) will be dry to immersion conversion.
They sell something like the 2050i but dry, with all the nice features.
and let a third party in China do the dry to immersion conversion.
They sell something like the 2050i but dry, with all the nice features.
and let a third party in China do the dry to immersion conversion.
They are owned by Nexperia, even if the parent company is Chinese the management is still Dutch.
The anglo has no shame as always. They don't know that China can sue Britain to WTO for this act?
the only reason China imports so many leading edge semiconductors is as manufacturing intermediates for exports. So if China can't import those semiconductors, who buys them? To compete with China in electronics manufacturing you still need to have the entire rest of the supply chain - batteries, displays, PCBs, analog/mixed signal semiconductors, etc which competitors like India and Vietnam are nowhere close to. Even machining the aluminum casing of an iPhone isn't easy, it requires significant CNC and mechanical engineering expertise that India, Vietnam, etc. don't have, and in the case of India, they don't even have stable power to run CNC machines effectively.
So their costs will skyrocket as they 1. lose economies of scale 2. need to move to far less efficient manufacturers. Then Chinese finished products using domestic semiconductors with advanced packaging competes with them in the global south with a 100% secured domestic market.
There is no room nostalgia，stay backward is not even an option nowadays. Because if you are backward，someone else is going to beat the shit out of you.
This is kind of weird, the American strategy of decoupling from China in regards to tech.
That is the truth, as you posted, that decoupling cannot happen in the short term.
If decoupling happens in the long term, like 20 years, what is the point of that? Suppose Chinese EUV surfaces in 5 or even 10 years, but it will take the Americans and its allies 20 years to do a real decoupling from China.
There is no point there.
We reached a bizarre point in this tech war or decoupling process.
The United States cannot do it. Therefore, they want others to do it.
Why would the others want to do it, when there is no point to it?
All this talk from American politicians about shared values and same security concerns, is just American psychological warfare, that works on nobody.
If that American psychological warfare actually worked, we would not be listening to the same message drone on for years, as they would have been decoupling for real.
Totally fake. In fact, if you're interested, I got a couple of bridges that Mr. Trump sold to me, which I can sell to you, for a real good price.
However, I will say this.
Deep down, I hope it is really true!
If it is, then that would be great!
China 2025 aiming for 75% self-sufficiency, immediately becomes China 2024 aiming for 95%-100% self-sufficiency, and a free license to wipe those foolish people out.
For good.
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