You need to calm down. They're making lithography machines, not potato chips. It's going to take some time. Of what we can glean, the advances made in 3 years has been impressive.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Suing ASML for breaching contract & seizing its remaining assets in China (to pay for the incurred damages) should be a considered move. People talk about counter sanctions but realistically you need to respond to the breaches of contract too, companies & countries can’t be allowed to get away with it.
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28nm immersion faced hurdles due to COVID and some technical problems. it happens you know
the biggest accomplishment SMEE did is to produce machine with domestic components.
all critical components/parts , special material steel frame , fretting frame , ceramic parts , connecting wires , microcrystals are domestically produced.
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i was reading some of old massages on Engine thread. 2010-2015 time period was really interesting. most of the members on this forum were really frustrated with Shenyang Liming engine institute and even questioned on their technical ability to produce a good turbofan engine.
Shenyang faced a lot criticism.
look at now. i don't think so i need to tell what they have accomplished. LOL
today annual revenue of Liming hit staggering 22 Billion RMB.
now the same story repeating with SMEE. indeed they were lazy at the beginning and wasn't serious. but now situation is totally changed. telling you just give few more years to SMEE. entire game will be different after 2025.
ASML has already said that they are not making a special version of DUVi for China. The context of that statement was related to capping the ability of the machines to 28nm. However, ASML is also aware that US is soon going to apply the US-origin-components rule to the DUVI machines that have not been banned by Dutch government. So if they swap out US origin parts because of that and make a DUVi, wouldn't that count as making a special machine for china. I think if US is going to apply that rule they will make their intentions very clear to ASML and they would have other ways of threatening ASML not to evade US sanctions.
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Probably. Based on some information I found, it appears that the RSLaser light sources have been modeled to be similar to Cymer ones, probably for the purpose of retrofitting them on refurbished ASML scanners if they managed to make enough light sources for SMEE and refurbishing.So ASML removes the Cymer light source and then what? They use a Gigaphoton light source? When Japan isn't going to sell immersion litho tools from Nikon either? Where is ASML supposed to get this light source then? RSLaser?
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Heck, haven't we gotten a leaked pic of the new SMEE dual stage machine?
Many capital equipment/machinery servicing cycles involves non OEM participants, so there is nothing stopping ASML from accrediting third party's to conduct servicing on its behalf if all the key equipment parameters and conditions are provided to ensure everything is up to spec. Not a perfect analogy but an independent mechanic is perfectly capable of servicing a BMW as well as that from an authorized dealership, using OEM or non-OEM parts. Granted, that exists because of consumer protection laws forcing the OEM's to open up the servicing but the precedent exists.
I think the other piece that people need to understand is that in a large project integrating precision accuracy, moving parts, electromechanical systems it takes alot longer to debug and validate designs, hypotheses, evaluate performance, etc. It takes significant time to run the operational sequence using the prototypes, components etc. t o evaluate how well its working and how to tweak it. It takes a fair bit of time to gather the data, analyze the feedback and make adjustments. So it may look like they are moving at a glacial pace and not with the urgency required, but they can only move as fast as the slowest piece of the project at this point, which is gathering the data on evaluation and putting it through the feedback loop. It's not a software development project where you can brute force progress by weighting more inputs. But it looks like the sub-system component providers in the supply chain are ramped up ready to go, so once the green light is given alot of the whiplash here should fade.
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