Bro it will be helpful IF China just officially announce the success of their DUVL project. In this way everybody will be happy as the Dutch can retort the American back.
Chinese semiconductor industry
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Bro it will be helpful IF China just officially announce the success of their DUVL project. In this way everybody will be happy as the Dutch can retort the American back.
Hi Bro, if they show a working DUVL machine, this would be important for sure. But if they just announce it, this seems to me more a desperate move than anything else. It would just show weakness and nobody would believe it.
IMO, after havoc new updates, the SMEE ARFi immersion machine for critical layers at 28nm node will be ready for volume production not before a couple of years: within one year for delivery to customer and another for validation / testing.
A ban on immersion DUV from ASML would mean a sensible delay in Chinese semiconductor development for the 28nm fabs.
A ban on the corresponding Japanese tools, I am not so sure. The equipment of TEL, SCREEN, etc has already been localized to a large extent, especially for the 28nm node and above. It would be a damage more for Japan than for China.
hmm, not really. I think Loongson has done well, but LoongArch by being RISC ISA was always going to be better for power consumption than x86. But getting comparable performance on its cores to Intel will be a giant feat.
I will talk a little more about it, but I've certainly been impressed with what Loongson has been able to do in the past few months. I think they have turned the corner.
But also think about this. T-Head's Xuantie family of RISC-V CPUs have already shipped 3 billion chips whereas Loongson recently has been celebrating getting orders of 60k. Now these things are not apple to apple. Xuantie CPUs are for lower end processing units and Loongson CPU's are for desktops and data centers. But in terms of sales, Loongson is still far behind its domestic rivals in Phytium and Hygon. Now, I hope they will turn things around now that they have competitive products and SMIC's 12nm process is more mature.
And just as importantly, they need to add more support for their ISA. It only got added to Harmony in November! It still needs to work with all the linux OS (especially ones in China) to have native support for their ISA. That to me seems like the main challenge for them. It's never easy to design your own ISA and then for the market to adopt it. I would like to see more Chinese companies license LoongArch ISA in their designs.
lol I actually see it the other way around. Of the major clients that need latest ASML DUVi machines, YMTC/CXMT are already limited in production/growth by needing to find alternatives to US tools. HLMC likely has built out its fabs already and no new one has been announced. If Huahong group can't access advanced node technology, they will likely just go full steam ahead with mature node expansion.
SMIC is likely the customer (or one of the customer) doing validation on the production prototype, so if it goes well, they can start using it and taking more deliveries a year from now. Until then, they are likely to seriously stock up ASML machines. It's clear that they are preparing for the worst case scenario of full DUVi ban. If this ban came out a year again, it would've been a huge problem, but I think the aggressive purchases in the past year kind of mitigated it.
On the other hand, we see from these weekly bids that Japanese companies are most of the non-Chinese winning bids. They cover a wide spectrum of tools. Depending on the language of ban, I think a Japanese sanction would be worse. And a lot of the Japanese winning bids only happened in the past couple of months, so they haven't been delivered yet.
I believe there are many second hand DUVi in the market.
This journalists,man, lmao, to think people get paid for this, is absurd.
1- What a "information technology" "expert" has anything to do with SMEE and lithography machines?
2- I don't think has anything to do with US sanctions and more that gigaphoton is more like an exclusive supplier for the big three. ASML, Nikon, Canon.
3-That is the whole point of RSLaser existence is to mass produce and supply DUV excimer lasers for SMEE lithography machines.
But lets click the link too see this expert knowledge on DUV excimers lasers, I think that both the journalist who wrote this and this "IT" expert can tell the difference between different types of laser and they use.
Investor question: Shanghai Microelectronics' domestic 28nm lithography machine cannot import 19nm from Japan due to US sanctions...
I guess investors can be "IT experts" with a lot of experience on DUV excimer laser.
Investors ask:
Shanghai Microelectronics' domestic 28nm lithography machine, due to US sanctions, cannot import 193nm laser sources from Japan, resulting in a delay of several years for the lithography machine originally delivered in 2022. In terms of domestic lasers , Innolaser( 27.000 , -0.41 , -1.50% ) cooperated with Shanghai Microelectronics to develop a laser source project for lithography machines. How is the cooperation progressing? thanks
Innolaser? A new company in the DUV excimer laser market?
Of course they sell lasers for micromachining and inspection applications but not the type application that SMEE needs. which RSLaser is for. Any "IT" "expert" could tell that this company has done never research high power DUV excimer lasers and the "expert" is pretty ignorant about the type of lasers used in step and scan DUV lithography.
So someone in innolaser after seeing this "IT expert" knowledge in DUV excimer lasers, they give the perfect reply.
Secretary Dong replied (Innolaser SZ301021):
Hello, dear investors! Thank you for your attention, I wish you a happy new year!
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I think fifth generation lithography is EUV not DUV.
Does anyone knows if those meetings were scheduled with the issue in mind, or it just happens to be coincidence?
And most importantly, what about the claims in the article about the failures of china´s most recent chip efforts? for the people who know it, what do they think of it?
As much as I respect the author, he is reading way too much into these random Baidu Baijiahao and 163.com articles. A lot of them are clickbaits and are by no means credible sources.
If things have to be escalated to the level between heads of states/governments, then the resistances from the Netherlands and Japan must be stronger than lower levels of the US government officials could reasonably handle.
However, since that now we have the heads of states/governments involved - Especially when Biden is the one involved - This would most likely mean that Rutte and Kishida are going to have to agree to whatever Biden is demanding them to do. Even the arms of the Dutch and the Japanese could be forcefully twisted by the Americans into complying Washington DC's orders on banning even more semiconductor-related exports to China.
Remember that the World Bank is projecting that for 2023, Chinese economic growth will be greater than the combined rest-of-the-world.
And that Europe is projected at 0% for 2023.
So the US has to make a very persuasive case to get Japan and the Netherlands to ban sales to China.
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