Chinese semiconductor industry

Maybe an order from DC not to backfill the photoresist orders when Japan finally cuts them off from China? Not that I think it matters in the long run.

bzhong05 said:

What chemicals can Germany produce that China can't? Just curious since China is doing quite well in localization of chemicals/materials afaik.

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I have no idea. This is the non paywall link to the article of bloomberg.

Wanrun Technology: Some SSD products have completed trial production and entered the stage of small batch production and sample delivery

Ruilian New Materials: EUV photoresist monomer sample delivery has passed and is in the mass production verification stage

olalavn said:

Ruilian New Materials: EUV photoresist monomer sample delivery has passed and is in the mass production verification stage

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How do they verify EUV photoresist without EUV machines？

tokenanalyst said:

Then China should give Germany a favor and put "import controls" on the chemicals that they already produce their own to help the profits of their own companies, if German politicians complain, the Chinese goverment should response "But we a helping you with your "export controls" so you can satisfy your masters in D.C."

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they can also help Germany by blocking imports of other BASF products from Germany itself (BASF china plant is fine) and chips from Infineon. That way, Germany can be sure it's not supply any sensitive technology to China.

I posted on those tweets, but I really don't get it. They are not involved with photoresists. As I posted yesterday, Shanghai Sinyang already is capable of cleaning liquid for etching for 14nm and above. They also have production for etching solution.

@FairAndUnbiased can you help? What are these chemicals that they are talking about?

Semiconductors is a hugely complex industry, so either Germany actually exports some kind of little-known chemical, used in semiconductors, that China itself can't (or in enough quantity) produce itself, or Germany is firing blanks to appease the Americans.

Either way, Germany is just shooting at its foot with this move. Not unexpected for an American Empire territory, but still quite amusing to witness

I don't think BASF produce any semiconductor related chemical in China. I know however that Linde is a major supplier of specialty gases for Chinese fabs

tonyget said:

How do they verify EUV photoresist without EUV machines？

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Maybe they have.

Fuchuang Precision: Capable of mass producing precision components used in 7nm process semiconductor equipment