Chinese semiconductor industry

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SteelBird

Colonel
Uh they’re already going to. But the instruments that have been ordered and delivered are already in production lines and no one’s going to tear them out.
I recon that but these on-action machines need spare parts and materials to keep them working. Can China handle all these?
 

FairAndUnbiased

Brigadier
Registered Member
I recon that but these on-action machines need spare parts and materials to keep them working. Can China handle all these?
depends on what the wear parts are. From my understanding, DUV lithography wear parts are very few - the stages are air bearings, the optics don't wear since 193 nm isn't nearly as damaging as EUV, 193 nm also doesn't produce debris the way EUV does in the light source.
 

latenlazy

Brigadier
depends on what the wear parts are. From my understanding, DUV lithography wear parts are very few - the stages are air bearings, the optics don't wear since 193 nm isn't nearly as damaging as EUV, 193 nm also doesn't produce debris the way EUV does in the light source.
Yeah the stuff that’s likely to wear are not things that are hard to reverse engineer or substitute if need be, especially for a country which is the primary global supply chain for all things mech E (people should be asking whether ASML sources components from China and for anything not specialized like the laser or optics assembly I’d wager a decent sum of money that they do, heavily). That said my guess is immersion scanners will have lots of components that wear faster since putting everything in a wet and corrosive environment is going to do that. But the fact that China has their own domestic immersion scanners basically tells you that they should have the domestic supply chain to provide servicing parts for those kinds of components.
 

Weaasel

Senior Member
Registered Member
I see lots of people try to play down the demand/importance of advanced node process,when talk about Chinese semiconductor industry. They say something like "China can only make mature nodes is no big deal,there is not much demand of advanced nodes anyway" "advanced node is too expensive,no one is going to buy it" "mature node is good enough for China,we don't need advanced node" etc.

The truth is,there is always a huge demand for advanced node,in the global as well as in China. Saying China can be satisfied with mature nodes is nonsense
I agree, China got to get to grips with everything related to semiconductor and IC chips manufacturing. People who keep saying that the entire supply chain cannot be had in a single country, and that it is not economical and it goes against comparative advantages, are boxing themselves in.

The logic of maximizing profitability goes out of the window when a decidedly hostile alliance might to prevent one from having access to any technology that the one entity and most influential people leading it will. Comparative advantages are not immutable, because if that was the case, England/UK should just remain a seller of wool to the Low Countries and shouldn't have developed its wool knitting and weaving industries to modernity as per the standards of the 15th and 16 centuries.

Lastly, if there is any country with the human resources, financial wherewithal, and state organization and structure to ensure that there is full localization of the supply chain for semiconductors and IC goods manufacturing it is China, and for the sake of not being blackmailed by any other entity or collective of entities it should do it...
 

Weaasel

Senior Member
Registered Member
But China is ahead of both South Korea and Taiwan in terms of chip equipment, no?

Taiwan in particular is a highly specialized and skilled user or tools, but doesn't produce the bloomeries that smelt and refine the iron, nor does it have the forges that makes the hammers, chisels, and pincers to use a metallurgical processing analogy. This isn't absolute, but you get my drift...


China can do everything to at least an intermediate degree in semiconductors and IC chips materials and tech, from smelting silicon and producing wafers, through to producing photoresists, making of the photomasks, etching, deposition etc except for satisfactory DUV machines.
 

Weaasel

Senior Member
Registered Member
I'm surprised because Taiwan and Korea specialize in upstream industries and lack the size or incentive to develop complete supply chains.
Well, as far as South Korea is concerned, they actually do and were given a huge incentive for that.

Following the restrictions that Japan placed in 2019 on South Korea, as a result of the Mitsubishi and Comfort Women ruling issue, with regards to photoresists, etching gases, and fluorinated polyamides, South Korea decided to speed up the development of its capabilities as far materials and equipment for semiconductors and IC chips are concerned, but they have a huge way to go.

Whatever the case, the point is that the Koreans are no longer so relaxed with regards to just being an importer of equipment and materials to make IC chips with, they are trying much more than they were pre 2019 to greatly improve their capabilities there...
 

56860

Senior Member
Registered Member
Well, as far as South Korea is concerned, they actually do and were given a huge incentive for that.

Following the restrictions that Japan placed in 2019 on South Korea, as a result of the Mitsubishi and Comfort Women ruling issue, with regards to photoresists, etching gases, and fluorinated polyamides, South Korea decided to speed up the development of its capabilities as far materials and equipment for semiconductors and IC chips are concerned, but they have a huge way to go.

Whatever the case, the point is that the Koreans are no longer so relaxed with regards to just being an importer of equipment and materials to make IC chips with, they are trying much more than they were pre 2019 to greatly improve their capabilities there...
This is true but also completely unlike the total tech blockade the US is seeking to impose against Chinese semi industry.
 
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