Chinese semiconductor industry
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The consensus here is that China is already in the process of assembling or has already assembled an engineering prototype for an EUVL machine, right? What subsystems have the patents covered so far?
SMEE grating interferometer patent was granted. That means more accurate positioning in their machines, including advance packaging.
UVLED High throughput and High precision NIL
UVLED High throughput and High precision NIL
AWS and Azure are going to lose even more market share.
I think there are enough Chinese companies storing their data on American cloud. Former experiences learns that there are enough rich Chinese fools deciding to trust technology of hostile foreign powers until a fist is rammed extremely hard in their faces.
I know that Azure China is managed by 21Vianet and all data are stored in China. Worst case scenario Microsoft spins off a shell company to manage Azure in China, or sells the business to a Chinese competitor. Cloud is a service with plenty of competition, not a singular piece of technology that must be replicated.
They are still selling gimped cpu to Huawei from my understanding. They are trying to close the loophole for Chinese organizations being able to spin up advance AI/MI compute plateforms. Obviously, they can start squeezing if they like... ie gimp tiktok usa recommendation services
The fault is also with the politicians by allowing companies from hostile countries to build up domestic market share in crucial areas like the cloud market and more areas we are not thinking of at the moment.
This was largely expected, even announced.
Of course China cannot be caught by surprise by this move, and neither by the following stricter ban on Nvidia A800....
so to me the fresh Germanium/Gallium ban is another hint that Huawei Ascend AI processor can now be localized (probably by SMIC 7nm), as maybe other firms AI chips too. If this is really the case, this US move will backfire hugely, it is like the ousting of Google/Facebook/AWS etc one decade ago, that enabled the growing of local alternatives (what we in Europe completely missed!). Only that now US does it all by itself.
In hindsight, few years from now, these 2 years of Biden administration will be remembered as the years when US gave to China the keys of the high-tech market. Last year the semi equipment and now the AI chips. I don't remember any loss of a market by a single country in a such fast and sudden way. Under normal market forces and rules it takes decades in a very high-tech and conservative market, as is this one, to overcome the incumbent.
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