Then it's fair game for China to reverse engineer ASML's machines. During the Cold War USSR reverse engineered American chips and computers.
Chinese semiconductor industry
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Then it's fair game for China to reverse engineer ASML's machines. During the Cold War USSR reverse engineered American chips and computers.
Well that depends on how long it'll take China to develop and mass produce an EUV machine. SMEE's 28 nm machine is still not in mass production, or am I wrong?
Is China able to make 90nm machines currently? If so they can already supply Russia. A lot of the latest Elbrus chips are 90nm ones.
Yes sure, that's fine.
But what I'm more interested in is in how fast can China break Western monopoly on the semiconductor supply chain.
So I've been following this whole thing here for a while. Apparently the 28nm is finalized and is in verification testing. So basically companies like Hua Hong have it and are making sure it can do the volume and accuracy for mass production. Once this is complete, they'll going into mass production. It seems however, there are a few kinks since it's been a few months since that was reported.
I've been getting that sense as well. I'm eager to see what becomes of it and how well the machine performs.
Japan's and Dutch DUV offerings are extremely advanced. They are also very profitable machines, from what I understand. Don't forget, that this is all a far-cry from EUV as well. ASML is already on their 2nd gen EUV machine. We'll see how fast China can catch up.
Bro there is something fishy about that report, maybe an admission that SSA800 DUVL will be officially introduces this year and a possible working working EUVL in 2024?
So SMEE does not appear to be working on EUV equipment yet. Huawei on the other hand has a patent released for an EUV machine. SMEE believes they will have both their DUV dry and DUV immersion ready by the end of this year. Since they were working on both in parallel according to Havok. Though all these timelines are hard to say. People mostly think Huawei won't have that EUV ready until 2025, but no one really knows for sure.
Nothing unusual in the report, those are risk for ASML that we have discussed here already.
Looks like Shanghai Sinyang has been doing some Q&A and there are interesting answers here
They are saying here that Krf is already getting sold and replacing imports.
For others, what is the leading photoresist producer producing per year? Is 1000t a year a lot? @tokenanalyst @FairAndUnbiased
This is interesting. The Arf photoresist that's getting verified by customers is capable of being used in 7nm process.
So between Shanghai base and Hefei base, they believe they can reach 1000t of photoresist a year by end of this decade. That seems a lot. Earlier this thread, I saw the post that says they only have 50t of photoresist capacity right now. This would 20x their production.
They are saying here that Krf is already getting sold and replacing imports.
For others, what is the leading photoresist producer producing per year? Is 1000t a year a lot? @tokenanalyst @FairAndUnbiased
Looks like Hefei's plant has yet to enter production. Maybe they are experiencing equipment delays or maybe they are waiting on validation.
looks like the reported 10k ton of photoresist thinner material is for photoresist re-agent material.
people are questioning about their huge expansion plans, I guess they are quite ambitious. Considering that 90% of this is imported (IIRC), a lot of room for growth here.
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