Chinese semiconductor industry

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JSL

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gadgetcool5 said:
Interesting how they consider TSMC and Samsung a problem. Those companies better watch out or they will become the next Nikon from Japan in the '80s and '90s.
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U.S. Semiconductor Industry Veterans Keep Wary Eyes on China

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Pay close attention to who write the article. IEEE (it is as legitimate as it gets !)

Also who is talking in the article:

John Hennessy (2017 Turing award winner, Stanford professor and president)

Diane Bryant (Intel president)

Rodrigo Liang, CEO of
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Pradeep Sindhu, founder of
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and founder and CEO of
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Navin Chaddha, managing director of
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These are all major US semi conductor EXPERTS and veterans. Their words are as legit as it gets !!
 
localizer

localizer

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You know I'm beginning to think CCP should not allow foreigners to invest in Chinese companies that get state subsidies. Buying foreign equipment is also not good in the long run. That's like a transfer of wealth to foreigners.

Trump was good to China. MCGA. HIs legacy will live.
 
O

Oldschool

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@WTAN
siom.cas.cn Shanghai been doing lpp-euv since 2012 , how's that coming along?

Beijing and Shanghai competition heating up.
CETC Beijing has ion impl, cmp, and now litho
Naura Beijing has pvd, ald,

Shanghai has imec etch, smee litho
 
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O

Oldschool

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WTAN said:
China has a new Manufacturer of Lithography machines.
CETC (China Electronic Technology Corp) has developed a 45nm Lithograph and will be mass producing it this year at a new factory.
CETC manufactures Semiconductor machinery and is known for producing Ion Implanters.
CETC is a large Electronics Conglomerate and is well funded. We will see many new models of DUVL from them in the future.
Looks like SMEE has got some competition.

Recently SMEE won a contract from Yangtze Memory to supply a unit of their new 28nm Immerssion DUVL. Most likely to be used for the expansion of their 3D NAND production.
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The supply chain for both companies are at Beijing
国望 proj lens.
科益 light source
So, the components smee getting also avail to CETC, CETC should come out with 28nm immers of their own ?

CETC has scale for manufacturing, it probably win over smee
 
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gadgetcool5

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Get real about the Chinese semiconductor industry​

China faces competition from a massive investment surge by South Korea's Samsung Electronics and Taiwan's TSMC

On January 9, Japan’s Nikkei newspaper reported that Samsung Electronics may invest more than $30 billion in its memory and logic semiconductor businesses in 2021: “Chipmaking equipment manufacturers say the company has provided order plans for 2021 that point to a further 20% to 30% increase in spending.”

On January 14, it was reported that leading semiconductor foundry TSMC plans capital spending of between $25 billion and $28 billion this year, an increase of 45% to 63%. It is widely expected but not yet confirmed that some of this investment will be in anticipation of outsourcing from Intel.

The Information Network, a market research company focused on microelectronics, predicts that “investments in new [semiconductor] fabs or capacity expansion will exceed US$160bn in China over the coming 5-7 years; we expect this will drive an increase in China’s equipment spending to more $40 billion in 2025.”

In other words, China’s total semiconductor investments in 2025 may be less than Samsung and TSMC’s combined investments in 2021.

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Not only will China not catch up, it will fall further and further behind as it underinvests by tens of billions against competitors that are already far ahead. Frankly it seems like this competition is over before it started. China lost.
 
Hendrik_2000

Hendrik_2000

Lieutenant General
gadgetcool5 said:

Get real about the Chinese semiconductor industry​

China faces competition from a massive investment surge by South Korea's Samsung Electronics and Taiwan's TSMC

On January 9, Japan’s Nikkei newspaper reported that Samsung Electronics may invest more than $30 billion in its memory and logic semiconductor businesses in 2021: “Chipmaking equipment manufacturers say the company has provided order plans for 2021 that point to a further 20% to 30% increase in spending.”

On January 14, it was reported that leading semiconductor foundry TSMC plans capital spending of between $25 billion and $28 billion this year, an increase of 45% to 63%. It is widely expected but not yet confirmed that some of this investment will be in anticipation of outsourcing from Intel.

The Information Network, a market research company focused on microelectronics, predicts that “investments in new [semiconductor] fabs or capacity expansion will exceed US$160bn in China over the coming 5-7 years; we expect this will drive an increase in China’s equipment spending to more $40 billion in 2025.”

In other words, China’s total semiconductor investments in 2025 may be less than Samsung and TSMC’s combined investments in 2021.

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Not only will China not catch up, it will fall further and further behind as it underinvests by tens of billions against competitors that are already far ahead. Frankly it seems like this competition is over before it started. China lost.
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There is danger in making prediction because no one knew what the future may hold. if you tell me 20 years ago that China will catch up with US in economy I will say impossible but yet it will happen in next 5 years
because of pandemic latest projection from Nomura. China share of semiconductor market is small because of legacy dependence on import But the embargo will accelerate independence and the effect is not register yet!

Now you forget to post the conclusion of the article which is
SEMI data also shows that North America accounted for only 9% of semiconductor wafer fab equipment spending in 2020, compared with 87% for Asia as a whole. The North American figure will probably recover a bit this year and next with the construction of two new factories in the US – one by TSMC in Arizona and one by Samsung in Texas.

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China’s quick recovery brought it closer to matching the United States in economic output.

Total activity in 2020 was 102 trillion yuan ($15.6 trillion), according to the government. That is about 75% the size of the $20.8 trillion forecast by the IMF for the U.S. economy, which is expected to shrink by 4.3% from 2019. The IMF estimates China will be about 90% of the size of the U.S. economy by 2025, though with more than four times as many people average income will be lower.
 
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A

ansy1968

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gadgetcool5 said:

Get real about the Chinese semiconductor industry​

China faces competition from a massive investment surge by South Korea's Samsung Electronics and Taiwan's TSMC

On January 9, Japan’s Nikkei newspaper reported that Samsung Electronics may invest more than $30 billion in its memory and logic semiconductor businesses in 2021: “Chipmaking equipment manufacturers say the company has provided order plans for 2021 that point to a further 20% to 30% increase in spending.”

On January 14, it was reported that leading semiconductor foundry TSMC plans capital spending of between $25 billion and $28 billion this year, an increase of 45% to 63%. It is widely expected but not yet confirmed that some of this investment will be in anticipation of outsourcing from Intel.

The Information Network, a market research company focused on microelectronics, predicts that “investments in new [semiconductor] fabs or capacity expansion will exceed US$160bn in China over the coming 5-7 years; we expect this will drive an increase in China’s equipment spending to more $40 billion in 2025.”

In other words, China’s total semiconductor investments in 2025 may be less than Samsung and TSMC’s combined investments in 2021.

Please, Log in or Register to view URLs content!

Not only will China not catch up, it will fall further and further behind as it underinvests by tens of billions against competitors that are already far ahead. Frankly it seems like this competition is over before it started. China lost.
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@gadgetcool5

China is investing in the whole process of making chips as in all, DUVL , EUVL , wafer and others, that investment dwarf both Samsung and TSMC combine since their focus is on making niche chips. Being 2 generation behind is a worry but being self sufficient is their goal. That article only see the trees and not the forest. Typical of Western MSM who write something without any knowledge of what is actually happening inside China. I'm not a tech person but for once I'll probably say I know more than the author regarding development in China IC thanks to our esteemed SDF member here who tirelessly gave us info and updates.
 
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