Chinese semiconductor industry

tphuang said:

YMTC was getting ready for a second plant and that requires additional orders, which a big client like Apple would bring. But once you lose all the American clients at the same time + see lower prices across the board, then it's going to be tough.

Things are already tough from the point of view of servicing your American tools. Then you factor in losing your oversea clients and memory market prices collapsing, not a great time for YMTC right now.

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I don't think in semiconductor or any capital intensive industry，manufactures would just build an expensive plant based on empty promise of order，that would be way too risky. Unless there are some kind of written contract，which clearly defines penalty if one side breaks the contract.

I don't think YMTC's plan to expand production has anything to do with Apple. YMTC had this three phase production expansion plan since day one if I remember correctly. I don't think YMTC ever targeted oversea market，or have any plan to sell it's products outside of China in near term.

Again，YMTC isn't a public company. We don't know the real situation of the company other than speculation，that gives room to all kind of rumors regarding this company circulating on internet，domestic and overseas.

Memory is a typical cyclic industry，and it is in downward cycle now. So time is tough for YMTC that's for sure，but the biggest challenge for YMTC would still be transition to domestic equipment，which takes time.

Minm said:

Cancel the remaining Japanese access to the diaoyu islands

What's more complicated is finding a way to retaliate against the Dutch. China is trying to improve relations with the EU, so countersanctions won't be helpful. But you can always do some token travel ban and asset freeze against individual politicians

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My reading is that the Dutch legislation will have a long, tortuous and frequently challenged path through parliament. Basically the message from AMSL is "get your orders in now, China!"

Would be counterproductive to counter sanction Holland I think. China's best option is to develop its own SME ASAP.

huemens said:

ASML response

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so basically, no teeth to it. no change to ASML China forecast for 2023 which means they will expedite more advanced DUVi deliveries until the agreement can be finalized and implemented. No indication of any people clause or after service support. Probably means some DUVi blocked and not other ones. This is pretty much exactly what kind of limitations they'd place.

Tuojing Technology plans to invest 500 million to set up a wholly-owned subsidiary to improve the business layout​

Jiweiwang news, a few days ago, Tuojing Technology announced that according to the future development plan, the company plans to invest a total of 500 million yuan in the form of currency and/or non-monetary property pricing to establish a wholly-owned subsidiary Tuojing Technology (Shenyang) Co., Ltd. , mainly around the company's existing main business to carry out related business activities, engaged in research and development, production, sales and technical services of high-end semiconductor thin film deposition equipment. The establishment of Tuojing Technology (Shenyang) Co., Ltd. is conducive to promoting the implementation of the company's development strategy, improving and enhancing the company's business development layout, enhancing the company's profitability, and further enhancing the company's comprehensive competitiveness.

According to the content of the announcement, Tuojing Technology Co., Ltd. holds 100% of its shares. The business scope of Tuojing Technology (Shenyang) Co., Ltd. includes technical services, technology development, technical consulting, technical exchanges, technology transfer, technology promotion, and electronic special equipment. Manufacturing, sales of special electronic equipment, manufacturing of special equipment for semiconductor devices, sales of special equipment for semiconductor devices, processing of mechanical parts and parts, sales of mechanical parts and parts, etc.

Tuojing Technology said that the company established Tuojing Technology (Shenyang) Co., Ltd. based on the consideration of the company's future development plan, which is conducive to promoting the implementation of the company's development strategy, further expanding the business scale, enhancing the company's profitability, and enhancing the company's comprehensive competitiveness , will not have a material adverse impact on the company's financial status and operating results, and will not damage the interests of the company and shareholders, especially small and medium shareholders.

According to the data, Tuojing Technology is mainly engaged in the research and development, production, sales and technical services of high-end semiconductor special equipment. The company's main products include plasma-enhanced chemical vapor deposition (PECVD) equipment, atomic layer deposition (ALD) equipment and sub-atmospheric chemical vapor deposition (SACVD) equipment, three product lines, which have been widely used in domestic fabs 14nm and above Process integrated circuit manufacturing production line breaks the monopoly of international manufacturers on the domestic market in the field of high-end semiconductor thin film deposition equipment and directly competes with international oligarchs.

The main structure of the North Huachuang Taiwan-Malaysia Base (N7) project was capped​

It is reported that the project covers an area of 192 mu and is located in Majuqiao Intelligent Manufacturing Base, Tongzhou District, Beijing. Equipment, LED equipment, photovoltaic equipment and other production scale and product capacity.

According to Beijing Yizhuang news, the project will officially start in April 2022, and the underground structure will be fully capped in October. It is expected to be completed in March 2024. (Proofreading/Zhao Biying)

Let them sanction. The harder the sanction, the bitter when they know that China is fine.

internal of 800 series

tokenanalyst said:

The once proud lithography company that dominated the semiconductor industry, is dying in a slow and painful way. The Japanese know it. They are not fools. The cure will be that after the Dutch ban immersion in China they take over with their own system, fast, before SMEE take that market share. but the Dutch rather disobey their masters in DC than allowing Nikon to take market share.

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Here's a lithography article I published on Seeking Alpha back in 2015. Already Nikon was struggling and it's only gotten worse. You can read it here:

BrokeGambler said:

Being more involved in math/crypto and newbie in semiconductors can say that most math competitors from America are Chinese, just look at IMO teams where two Chinese teams compete for 1st place but still the mainland being better. Suppose this might be also the case for chips design as well. That said I have friends from China and they said most Chinese dream to study you know where Can you link nice beginner's lithography book for newbies to understand better what you are talking about, and do you know what ppl can do to support independent technologies like RISC V, products/companies working/selling outside of China (know it's too early but still..) ? Like for instance using open source Linux distros Vs proprietary OS.

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Sorry, although I am interested in tech in general, not really an expert on the items you speak about.

I think BlackWindMnt gave a good answer. Regards.

horse said:

The CNC machine should be a dead end.

I was thinking something like medical devices or laboratory equipment. But that is kind of like small fish. Besides, some of that stuff probably banned already too.

The financial card of SWIFT would be self-defeating. China already has a electronic currency, no need for SWIFT there. Also China establishing currency arrangements with other countries, who share the same suspicions towards American intentions.

What can the Americans do next, what else can they ban, nothing really comes to mind. Nothing that really could make an impact or get noticed.

They could start to restrict people to people contact, that would be a weird one.

The Americans boast that they welcome immigrants and that is how they will beat China because they have a larger pool of talent, in their minds the whole world, to recruit talent from. Seems to me half of these candidates come from China, and not domestic or international affirmative action programs. The same China that they want less contact with. It's like they want slaves to work in the laboratory and do basic search.

So I expect nothing else to really happen for a few months, or even years, other the endless droning of propaganda and ignorance with the media and politicians.

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China need to improve in grain production ... I have no doubt that in a difficult time, grain export to China will be banned as well .. with any reason out of the blue