Chinese semiconductor industry

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ansy1968

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From my mentor @Oldschool, welcome back Sir, Long time no see. ;)


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[HEADING=3]Oldschool​

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8 minutes agoNew
Keep an eye on Huawei Precision unit. It's based at Wuhan. It's tasking for assembly of EUV scanner.

SMEE 90nm scanner used alot of foreign parts but 28nm criteria is almost all parts must be domestic. Foreign parts should be controlled under 1%.

Japan sanctioning China on equipments from all areas up to 45nm.

ASML will sanction the 3 models of DUVi 2000,2050,2100. This is besides the EUV.

I am proposing to folks that China should come up with banning of those sanctioned equipments from Japan and Dutch and US

This way it will preempt them from relaxing their rules in the future to catch Chinese market if they see China has something equivalent .

Any sanctioned equipments from US, Japan and Dutch will have no future in China market.


From this info from @Oldschool , I think we can surmised that SMEE SSA800 DUVL had the same spec level with ASML NXT 1980i, I may disagree with him though regarding the ban on NXT 2000i because to maintain its market share they have to sell something better than the local alternative.
 
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sunnymaxi

sunnymaxi

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ansy1968 said:
From my mentor @Oldschool, welcome back Sir, Long time no see. ;)


[/HEADING][/HEADING]
[HEADING=3][HEADING=3]Oldschool​

Junior Member​

Registered Member
8 minutes agoNew
Keep an eye on Huawei Precision unit. It's based at Wuhan. It's tasking for assembly of EUV scanner.

SMEE 90nm scanner used alot of foreign parts but 28nm criteria is almost all parts must be domestic. Foreign parts should be controlled under 1%.

Japan sanctioning China on equipments from all areas up to 45nm.

ASML will sanction the 3 models of DUVi 2000,2050,2100. This is besides the EUV.

I am proposing to folks that China should come up with banning of those sanctioned equipments from Japan and Dutch and US

This way it will preempt them from relaxing their rules in the future to catch Chinese market if they see China has something equivalent .

Any sanctioned equipments from US, Japan and Dutch will have no future in China market.


From this info from @Oldschool , I think we can surmised that SMEE SSA800 DUVL had the same spec level with ASML NXT 1980i, I may disagree with him though regarding the ban on NXT 2000i because to maintain its market share they have to sell something better than the local alternative.
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Havok also confirmed.

SMEE's SSA800i all core components are domestically produced.

my brother @olalavn confirmed about SSA900i. could debut in 2024.
 
FairAndUnbiased

FairAndUnbiased

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ansy1968 said:
From my mentor @Oldschool, welcome back Sir, Long time no see. ;)


[/HEADING][/HEADING][/HEADING]
[HEADING=3][HEADING=3][HEADING=3]Oldschool​

Junior Member​

Registered Member
8 minutes agoNew
Keep an eye on Huawei Precision unit. It's based at Wuhan. It's tasking for assembly of EUV scanner.

SMEE 90nm scanner used alot of foreign parts but 28nm criteria is almost all parts must be domestic. Foreign parts should be controlled under 1%.

Japan sanctioning China on equipments from all areas up to 45nm.

ASML will sanction the 3 models of DUVi 2000,2050,2100. This is besides the EUV.

I am proposing to folks that China should come up with banning of those sanctioned equipments from Japan and Dutch and US

This way it will preempt them from relaxing their rules in the future to catch Chinese market if they see China has something equivalent .

Any sanctioned equipments from US, Japan and Dutch will have no future in China market.


From this info from @Oldschool , I think we can surmised that SMEE SSA800 DUVL had the same spec level with ASML NXT 1980i, I may disagree with him though regarding the ban on NXT 2000i because to maintain its market share they have to sell something better than the local alternative.
Click to expand...
One thing: anything without a future in Chinese market will soon have no future in any global south market either.

Russia and Brazil will eventually want their own semiconductor industries, at least for mature nodes. Russia is already cut off and it's either use their old Soviet era equipment, pirate western equipment, or use Chinese equipment for new fab buildouts. Chinese equipment is the only scalable solution. Brazil is watching.
 
tphuang

tphuang

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Huate gas spending 500m RMB n a new electrical chemical productionb ase
details here
本项目属于电子化学品生产基地建设项目，建设目标是为
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企业提供完善、高效的电子气体、工业气体以及湿电子化学品配送服务。

项目建成后可生产 16000 吨/年湿电子化学品，10000 吨/年超纯氨、8650 吨/年高纯氟碳 类气体、1270 吨/年高纯碳氢类气体、6000 吨/年高纯氧化亚氮、3000 吨/年高 纯二氧化碳、300 吨/年羰基硫、10 吨/年乙硼烷、2 万瓶/年超纯氮气、2 万瓶/ 年超纯氩气、6000 瓶/年超纯氧气，200 万 Nm³/年氦气和 10 万 Nm³/年超纯氢等 电子气体，6 万瓶/年标准气，70 万瓶/年混合气，23 吨/年前驱体以及分装 1000 吨/年二氧化硫，仓储经营各类电子化学品
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that translates to (based on google)
After the project is completed, it can produce 16,000 tons/year of wet electronic chemicals, 10,000 tons/year of ultra-pure ammonia, 8,650 tons/year of high-purity fluorocarbon gases, 1,270 tons/year of high-purity hydrocarbon gases, and 6,000 tons/year of high-purity Nitrous oxide, 3000 tons/year high-purity carbon dioxide, 300 tons/year carbonyl sulfide, 10 tons/year diborane, 20,000 bottles/year ultra-pure nitrogen, 20,000 bottles/year ultra-pure argon, 6,000 bottles/year Ultra-pure oxygen, 2 million Nm³/year helium and 100,000 Nm³/year ultra-pure hydrogen and other electronic gases, 60,000 bottles/year of standard gas, 700,000 bottles/year of mixed gas, 23 tons/year of precursors and 1,000 bottles tons/year of sulfur dioxide, storage and operation of various electronic chemicals.
 
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tokenanalyst

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Registered Member
FairAndUnbiased said:
One thing: anything without a future in Chinese market will soon have no future in any global south market either.

Russia and Brazil will eventually want their own semiconductor industries, at least for mature nodes. Russia is already cut off and it's either use their old Soviet era equipment, pirate western equipment, or use Chinese equipment for new fab buildouts. Chinese equipment is the only scalable solution. Brazil is watching.
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The stakes are now even higher with the rise, or hype, of AI, if US hawks and think tankers get their way they will create a world of have and have nots, a heavily regulated techno dystopian world where US big tech corpos, few western companies and few western governmental-military institutions become the gatekeepers of AI technologies locking every other nation from benefiting from it.

After seeing the sam altman congress hearing, my conspiratorial senses started to tingle, I can't even imagine what these corpos bosses are saying in private. If the regulatory hammer comes down NVIDIA and most AI hardware companies wouldn't be allowed to sell their AI hardware to the public, to be cloud provider any company will have to register basically with the NSA and the CIA, even fine tunning AI models will require a visit from the FBI, AI hardware will be only allowed to be exported to only 9 countries and obviously banned to sell to China. If AI technologies live to their hype for the rest of the world could be a techno-colonialist dystopia being sold as a national security issue.

For the Chinese is tools, tools, tools nothing but tools, they should move resources and people in their semiconductor industry as if they are in war.​
 
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FairAndUnbiased

FairAndUnbiased

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tokenanalyst said:
The stakes are now even higher with the rise, or hype, of AI, if US hawks and think tankers get their way they will create a world of have and have nots, a heavily regulated techno dystopian world where US big tech corpos, few western companies and few western governmental-military institutions become the gatekeepers of AI technologies locking every other nation from benefiting from it.

After seeing the sam altman congress hearing, my conspiratorial senses started to tingle, I can't even imagine what these corpos bosses are saying in private. If the regulatory hammer comes down NVIDIA and most AI hardware companies wouldn't be allowed to sell their AI hardware to the public, to be cloud provider any company will have to register basically with the NSA and the CIA, even fine tunning AI models will require a visit from the FBI, AI hardware will be only allowed to be exported to only 9 countries and obviously banned to sell to China. If AI technologies live to their hype for the rest of the world could be a techno-colonialist dystopia being sold as a national security issue.

For the Chinese is tools, tools, tools nothing but tools, they should move resources and people in their semiconductor industry as if they are in war.​
Click to expand...
China is the technological Prometheus that gave humanity the technology of fire that was hoarded by the gods.
 
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