Chinese semiconductor industry

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tokenanalyst

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Huaying Micro-equipment was delivered smoothly | The delivery is busy at the end of the year, and Vientiane is new in the new year.

Release date: 2022/12/16
Winter comes and goes, autumn harvests and winter storage, since the end of the year and the end of the year, although the wind is cold, Wuxi Huaying Microelectronics Technology Co., Ltd. is still showing a bustling delivery scene.

As the end of the year is approaching, the company's production tasks are tight and the shipment volume is large. The company's epidemic prevention and production must be done with both hands to minimize the impact of the epidemic on production and operation. On December 15th and December 16th, the three-cavity 5/6/8-inch passivation equipment and the 8/12-inch metal pollutant extraction equipment were delivered on time.

These two devices are based on Huaying Micro's self-innovated and world's first dynamic thin-layer wafer surface chemical treatment technology. They are equipped with multiple chambers and can use 5/6/8-inch and 8/12-inch wafers respectively. The equipment produced by Huaying Micro can take into account both the size and size of the wafer, and at the same time can achieve low cost, low resource consumption, and low production waste emissions.

Huaying Micro is committed to the development of green and environmental protection, opening up new research and development directions for the long-standing problems of resource waste, production safety and environmental protection in the semiconductor industry, and sticking to the company's entrepreneurial philosophy of "progressing with technology and environmental protection, innovation and coexistence of green mountains and green waters"
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tokenanalyst

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If ASML sanctions China, then China will copy ASML. ASML will lose market all over the world because China makes EUV at much lower price than Netherlands can.
1- ASML as a company don't do sanctions, they obey sanctions impose by governments.

2- What you are saying doesn't even get close of correlating to what I said in my comment.

Manufacturing in China is not new for ASML, they do metrology systems in Beijing and Computaional lithography in Shenzen but making full scanners in China would be a very hypothetical scenario, is fair to say that the Americans will not be very happy at all, ASML will be walking on a minefield and has to be 100% sure that no one that has ever worked in the US with an export control clearance even dream about ASML in China.
 

tokenanalyst

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Do not quote other people's posts if you're not going to write a response related to that person's specific comment. Is confusing.
If you want to get the attention of someone, just use @ @WarAndPeace or whatever user you want to talk.
 

Weaasel

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I don't think I agree with how you frame this. Suppose that US toolmakers were able to convince their government to resume full sales to China, would that be a good thing? I'd argue that it would be a very bad thing since it would allow Chinese semiconductor fabs to fall back into their addiction.

As much as I dislike to admit it, the most effective part of Chinese industrial policy has been US export controls. The Chinese government could have issued policy after policy and intervened until it was blue in the face, but if better technology was available from the US then China would never develop its own. The export controls force the whole of the Chinese semiconductor ecosystem to work together to address their common vulnerabilities and shortcomings.
If the domestic private sector cannot be relief upon to ensure that a major national vulnerability is eliminated, the state has to overcome that vulnerability by directly producing the product for which the nation is vulnerable and obviously, it must be of quality that is comparable to those of external suppliers.
 

HereToSeePics

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Why would they buy ASML EUV when cheaper Chinese EUV available? ASML would not be able to compete if Netherlands sanctions China. Sooner or later they will hit the physical limit of transistor size. They cannot get smaller than a silicon atom. Sooner or later China will catch up. ASML is on borrowed time with our without Chinese sanctions. ASML might as well sell as many EUV as possible before Chinese start selling EUV, at which point ASML will be bankrupt.

Even if China mass produces EUV litho machines and hands them out like candy, they would be useless to all but a few countries.

1. The skilled labor force to operate and maintain those machines are enormous. I remember reading a post here earlier that it takes engineers with Master and Phd degrees to install and calibrate each machine on site after ASML delivers them.

2. It's not just about the machine themselves, but you need a vast supply chain and tech tree to feed all the upstream and down stream processes to operate, produce, package and utilize the chips - examples such as ultra high purity gases, ultra clean water, silicon ingot production, wafer slicing, chemical handling, etc (and this is barely scratching the surface), all require highly specialized ancillary industries before you can even turn on an EUV machine.

If it was that easy to install and operate EUV machines, the TSCM and Intel EUV plants in the US would be up and running a year ago if it was simply a matter of finding an empty warehouse and flying in a cargo loads of machines directly from ASML, but no, the earliest estimates are still 2 years away before the Arizona TSCM plants etch their first wafers.
 
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ansy1968

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China will no need to export to any country their EUV coz probably, there will eventually be a country that will make all chips: China.
Bro IF the Chinese EUVL will used SSMB as light source which they will, then it's impossible. IF they're able to export it to Taiwan and SK using LPP then you gain allies, the more company use your equipment the more capable it become with technical feedback from major FAB operators. That's what ASML is afraid of, breaking their monopolistic hold on pricing and a major relief for the FAB makers even Intel will welcome it...lol
 

horse

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Bro IF the Chinese EUVL will used SSMB as light source which they will, then it's impossible. IF they're able to export it to Taiwan and SK using LPP then you gain allies, the more company use your equipment the more capable it become with technical feedback from major FAB operators. That's what ASML is afraid of, breaking their monopolistic hold on pricing and a major relief for the FAB makers even Intel will welcome it...lol

This EUV from Huawei is going to change the world brother.

The only thing that is certain, is that China will gain more power.

After that, it is a great unknown.

No controls the battlefield.

Other players in the other countries, just watching this helplessly.

Fitting that Huawei will get it started by sticking the knife it. Like how they do it in prison.

:oops:
 

ansy1968

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Registered Member
This EUV from Huawei is going to change the world brother.

The only thing that is certain, is that China will gain more power.

After that, it is a great unknown.

No controls the battlefield.

Other players in the other countries, just watching this helplessly.

Fitting that Huawei will get it started by sticking the knife it. Like how they do it in prison.

:oops:
Yup and what symbolism it create, a Chinese company that fought back, survive and thrive against all odd battling a superpower...lol That is a definition of what a hero should be. :cool:

Bro I hear a song coming so let's sing it together....

"Huawei"

And now, the end is near
And so I face the final curtain
My friend, I'll say it clear
I'll state my case, of which I'm certain
I've lived a life that's full
I traveled each and every highway
And more, much more than this, I did it Huawei

Regrets, I've had a few
But then again, too few to mention
I did what I had to do
And saw it through without exemption
I planned each charted course
Each careful step along the byway
And more, much more than this, I did it Huawei

Yes, there were times, I'm sure you knew
When I bit off more than I could chew
But through it all, when there was doubt
I ate it up and spit it out
I faced it all and I stood tall and did it Huawei

I've loved, I've laughed and cried
I've had my fill, my share of losing
And now, as tears subside
I find it all so amusing
To think I did all that
And may I say, not in a shy way
Oh, no, oh, no, not me, I did it Huawei

For what is a man, what has he got?
If not himself, then he has naught
To say the things he truly feels
And not the words of one who kneels
The record shows
I took the blows
And did it Huawei

Yes, it was Huawei...........
 
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