Chinese semiconductor industry

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Oldschool

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It does mentions that SMEE uses some japanese components.
Possible, but they probably not sure hence try to be as vague as possible.
Japanese famous for its fine precision stepper motor, I could see China use those.
 
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Oldschool

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Possible, but they probably not sure hence try to be as vague as possible.
Japanese famous for its fine precision stepper motor, I could see China use those.
Another thing may need from japanese is custom manufacturing of the lens which requires high degree of precision. I am not sure how advanced China manufacturing capibility on this.
But whatever China needed from Japan can also get from Germany. And both contain no US tech when provided the products and services needed from China
 

Hendrik_2000

Lieutenant General
Another thing may need from japanese is custom manufacturing of the lens which requires high degree of precision. I am not sure how advanced China manufacturing capibility on this.
But whatever China needed from Japan can also get from Germany. And both contain no US tech when provided the products and services needed from China

I could see China still use Japanese precision servo motor but Optic? They have been making good optic in camera like seagull since 1960's, High power telescope, consumer optic. come on read WTAN spec description

This Machine as far as i know is fully Chinese made.
All the main components of the machine are made by local companies.

Optics - Guowang Optics
Immersion System - Qier
Dual Stage Workbench - Huazhou
Light Source - Keyi Hongyuan

ASML is still not allowed to sell its latest DUVL NXT2000i to China so its unlikely any foreign company will be allowed to sell any parts for a Chinese made Lithograph.
 

Oldschool

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I could see China still use Japanese precision servo motor but Optic? They have been making good optic in camera like seagull since 1960's, High power telescope, consumer optic. come on read WTAN spec description

This Machine as far as i know is fully Chinese made.
All the main components of the machine are made by local companies.

Optics - Guowang Optics
Immersion System - Qier
Dual Stage Workbench - Huazhou
Light Source - Keyi Hongyuan

ASML is still not allowed to sell its latest DUVL NXT2000i to China so its unlikely any foreign company will be allowed to sell any parts for a Chinese made Lithograph.
What I mean is generic parts that not necessarily geared toward lithography. Chinese suppliers could use those generic parts.

Lithography lens are much powerful than camera and telescope lens. China could manufacture themselves. But it's possible that they send out parts for custom manufacturing and processing.


The optics are custom designed specifically for this system and cannot get from Japanese vendors.
 

gelgoog

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The first article from Verdict makes no mention of SMEE 28nm using foreign components.

The second article from Pro-American Website Toms Hardware written by Anton Shilov (China sceptic) is completely unreliable and is not worth the paper it is written on.

One must be careful about Western, Japanese and Taiwanese articles written by so called Experts who dont read Chinese, have never been to China and who probably have no idea what they are talking about.

Toms Hardware is unreliable as a news site. It is an enthusiast's website. The people working there are typically not experts. For something like this you are better off reading something like EETimes which is a hardware trade industry publication.
 

Chish

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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.
South Korea & Taiwan are no allies of China and under US influence. China priority is self sufficiency. So China is progressing. Competition with Samsung or TSMC is irrelevant.
 

gadgetcool5

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South Korea & Taiwan are no allies of China and under US influence. China priority is self sufficiency. So China is progressing. Competition with Samsung or TSMC is irrelevant.

Anyone can be self sufficient. You can be self sufficient with sticks and stones. China can go back to the 8088 clone and be self sufficient. :)But it means nothing if you are not as good or better than the best.

Samsung and TSMC really are Asian companies whose economies are more tied to China than the US in the long run.
 

Mt1701d

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South Korea & Taiwan are no allies of China and under US influence. China priority is self sufficiency. So China is progressing. Competition with Samsung or TSMC is irrelevant.

Anyone can be self sufficient. You can be self sufficient with sticks and stones. China can go back to the 8088 clone and be self sufficient. :)But it means nothing if you are not as good or better than the best.

Samsung and TSMC really are Asian companies whose economies are more tied to China than the US in the long run.
I think too much has been said about this whole government to government friendship/ties or economic dependence thing... plus we have realise the way these countries are run as well as the fact that these companies are private companies... we can argue about the influence or % ownership of the government etc but ultimately Samsung and TSMC are private companies that must look after their own businesses and shareholders... Samsung has a huge amount to lose and most of all they don’t have a domestic market that can pick up the slack and giving up the market of rest of the world for the Chinese market alone isn’t exactly a great option either... while TSMC is pretty much the only high-end chip provider with high capacity in the whole world... their businesses are not in jeopardy, at least for now, even if they don’t do business with Chinese chip designers...

The point is, it’s going to hurt China for a while but it only means China will end up with a more robust semiconductor sector and be stronger for it, as we have been discussing this for quite some time... we can already see steps being taken ensure short term supply while forging ahead for the future... its only a matter time and I don’t think it’s any where near as pessimistic as the west like to present the situation to be, at least if Biden wants more money to go to the US then at least letting Qualcomm do business with Huawei and other Chinese companies is pretty much a must and who knows someone might just convince him that by allowing google to provide Android services again they might be able to kill HMS... we will just have to see what the future holds...
 

AssassinsMace

Lieutenant General
The US's most advanced nuclear warhead, the W88, was designed on an Apple IIe not a supercomputer. And the US should've won the Vietnam War since it has the best most advanced technology. Does every piece of technology the US has have a supercomputer in it?
 

Oldschool

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Anyone can be self sufficient. You can be self sufficient with sticks and stones. China can go back to the 8088 clone and be self sufficient. :)But it means nothing if you are not as good or better than the best.

Samsung and TSMC really are Asian companies whose economies are more tied to China than the US in the long run.
Actually, China is ahead of Taiwan and South Korea in EUV and DUV lithography. Soon will see spring up of supply chain in those areas in China that will be envy for Taiwan and South Korea.

The above two are only end users and had to pay premium for those equipments.

China can set itself free with lower cost and restrictions

US is determines to steal TSMC and Samsung know-how by forcing it them setup advanced fabs in US. US will eventually master the 5nm, 3nm tech from those two.
 
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