I know this guy in chinese military forum and believe he is prc chinese. He post a lot of financial analysts of China semiconductor industry.
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
i m not saying this, he is not from PRC. but he behave like a western expert. always demand source and want official announcement and jump into every negative news of PRC. lol
if he is really from China then he should have known this. Chinese firms don't announce in advance. SMEE will never announce DUV officially until they satisfy with the product.
Not just how Chinese works. He doesn't know how corporations all over the world work, period. I wonder if he ever heard of the term "vendor of record"
In November, China's imports of integrated circuit manufacturing equipment fell by 36.8% year-on-year..
olalavn
DPU producer Yusur Tech has released details on their 2nd generation K2 DPU. It uses 28 nm process and can support 200G broad band web
In the past year, it has gone through 3 round of financing.
From september
From here, looks like its DPU card (called SWIFT) has now gone through compatibility certification with Tencent Cloud. SWIFT is Yusuf's self developed network card. It has also gone through compatibility testing with Hygon, Kunpeng CPU + Euler, UOS and Kylin OS.
so it's used in financial computation, HPC, data centers, native cloud and 5G edge computation. Hopes to be the fastest mass deployed domestic DPU.
In the past year, it has gone through 3 round of financing.
From september
said that development for 3rd gen DPU is coming to a close. 2nd gen DPU is already in production since start of the year and will be released soon. It considers it self to be the most complex DPU chip in China. Different from other DPU shops which use FPGA accelerator card solution.
From here, looks like its DPU card (called SWIFT) has now gone through compatibility certification with Tencent Cloud. SWIFT is Yusuf's self developed network card. It has also gone through compatibility testing with Hygon, Kunpeng CPU + Euler, UOS and Kylin OS.
There another issue with immersion lithography, ASML holds a lot of patents on immersion lithography in China and ASML China subsidiary has been establish as a Chinese company since 2000s. One famous patent of a ASML is the dual wafer stage which is one of the key technologies that have been develop for the SMEE current immersion tool and China future EUV tool, the maglev one. My guess depending on the situation ASML will try defend their IP portfolio.
-ASML stay, is allowed to sell immersion and SMEE try to entice ASML costumers: it could trigger a IP case. ASML could allow SMEE to sell to only selective costumers that can't buy from ASML.
-ASML stay, is not allowed to sell immersion and SMEE try to entice ASML costumers: ASML could reach an IP agreement with SMEE.
-ASML exit the Chinese market: Then is free for all or it could reach a IP agreement with SMEE for a fee.
I pure speculating here.
-ASML stay, is allowed to sell immersion and SMEE try to entice ASML costumers: it could trigger a IP case. ASML could allow SMEE to sell to only selective costumers that can't buy from ASML.
-ASML stay, is not allowed to sell immersion and SMEE try to entice ASML costumers: ASML could reach an IP agreement with SMEE.
-ASML exit the Chinese market: Then is free for all or it could reach a IP agreement with SMEE for a fee.
I pure speculating here.
Last edited:
Normally patent laws in all countries are intended to promote the use of new technology, not prevent it. The patent holder must be willing to sell that equipment covered or willing to sell licenses to others. Failing to do that may permit others to ask in court the patent to be annulled. During wars it's normal that patents for companies in the other country will be declared void. A trade war is different but not necessarily fully so.
That why I said, depends.
SMEE can also license the IP from ASML now
- Status