for many RF and power devices there are entire films which are GaN. There's even entire GaAs wafers.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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The leading CMP equipment in Beijing is on the market! The second phase of the big fund participated in the investment
Jingyi Jingwei was established on September 23, 2019. The legal representative is Jing Cui, the controlling shareholder is 45 , the actual controller is China Electronics Technology Group , and the second phase of the Big Fund is its fifth largest shareholder. In the past three years, Jingyi Jingwei's cumulative revenue was approximately 825 million yuan, and its cumulative net profit was approximately 133 million yuan.The company is currently the only equipment supplier in China that has achieved overseas batch sales of 8-inch chemical mechanical polishing (CMP) equipment. It has launched the first 8-inch CMP production line mass production equipment with independent intellectual property rights in China , and some clients are 100% imported. Product substitution breaks the long-term monopoly of international manufacturers and fills the gap in the operation of domestic 8-inch CMP equipment in the chip manufacturing line.Its 12-inch CMP equipment has completed process verification in the 28nm process international mainstream integrated circuit production line , and the equipment performance and technical indicators can meet the requirements of the customer's production line; it has received orders from many customers.At the same time, Jingyiwei seized the development opportunities of the third-generation semiconductors and launched a domestic 6/8-inch compatible CMP equipment, which can be used for special-demand surface polishing processes including third-generation semiconductor materials such as silicon carbide and gallium nitride.
SMIC is their biggest customer!
Joint venture with SMEE that focuses on producing lithography machines with a focus on 100% Chinese components or GTFO.
These are the datacenter GPUs like H100, not the consumer ones. They didn’t say it was limited to AWS and Azure, they were just the examples. Also, that’s exactly what these sanction laws are, clunky and broad so they either scare organizations from breaking them, or enforceable for something as stupid as supplying commodity hard drives to Huawei. Chinese companies would probably be weary to provide their IP so it can be seized by the US government.
Who is stupid enough to buy that equipment when a local counterpart in the form of SMEE SSA 800 28nm is available. Please note a duvl that is capable of doing 28nm chip. ASML can't have its cake and eat it too, Like I said from my previous post, anything below NXT 2000i is not good enough and maybe next year with the advent of SSA 900 22nm DUVL, even NXT 2000i can't hack it, ASML need to sell a comparable equipment in NXT 2050i or the window for selling Their DUVL will closed permanently.
And a side note, A question should be ask, IF they dump NXT 1980i with big discount, can they able to match the price of SMEE SSA 800A? Can ASML sell it's product at a cost?
I hope they sorted out their supply chain issue before embarking on this strategy...lol
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Does this mean the actual NXT:1980 is already in the recent ban? Or ASML expects it to be banned soon. Earlier reports said the ban would start from NXT:2000i
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