The law of diminishing returns. At that point the Chinese will do almost everything themselves and because price is king in this world the Chinese to much of the dismay of the Americans could end even more embedded in the semiconductor supply chain than in the past because now they are an alternative supplier of materials, components, software and machinery. Be sure that a lot of Chinese supplier as they get big inside China they will promote their product outside of China.
This is an article from February 2023, but it perfectly encapsulates the attitudes of a very influential section of the US power elites when it comes to China and technology. If guys like that had their own way, one shouldn't even sell food to China because food is consumed by the "evil" members of the Communist Party who are hell bent on ensuring that China eclipses the United States as the largest economy in the world et al... And food is what allows them to live...
Here is an excerpt from the article:
If the Biden administration is ready to take more action as it relates to Huawei, will the same soon follow for SMIC? What about CXMT, another Chinese chip bellwether, and one that seems to fly under the radar compared to SMIC and YMTC? Like Huawei, SMIC is Entity Listed, but the current restrictions clearly aren’t enough. Even with a potential partnership with Huawei aside, SMIC just had a banner year and is doubling down on the production of mature chips. This shows a strategic misstep on the part of the U.S. government to focus restrictions on leading edge chips – leaving the door open for companies like SMIC to redirect its focus and keep its quest for market dominance in sight.
Do not be surprised when the day comes that 1950s era nodes and semiconductor related manufacturing equipment is banned from sales to China, or at least shrill calls for that to happen and most Democrats and Republicans will be in agreement for it...
Xuzhou Bokang appeared at the World Semiconductor Conference! Focus on photoresist research and development, and commit to independent and controllable supply chain.
It is understood that Xuzhou Bokang was established in 2010, the production base is located in Pizhou, Jiangsu, and the R&D center is located in Songjiang, Shanghai.
Xuzhou Bokang is a national high-tech enterprise integrating research and development, production and operation of high-end photoresists, photoresist monomers and photoresist resins. Xuzhou Bokang focuses on the independent research and development and production of photolithographic collagen materials to finished products, and has realized an independent and controllable supply chain from the localization of monomers, photoresist-specific resins, photoacids and final product photoresists.
At present, Xuzhou Bokang's product line covers 193nm/248nm photoresist monomer, 193nm/248nm photoresist, G line/I line photoresist, electron beam photoresist and other products. At present, 40+ high-end photoresist product series have been successfully developed, including a variety of electron beam glue, ArF dry photoresist, KrF positive and negative photoresist, I-line positive and negative photoresist and GHI ultra-thick Negative glue, used in multiple links of IC integrated circuit manufacturing, serving more than 100 customers.
The R&D team is strong and has rich photoresist professional capabilities
It is understood that Xuzhou Bokang is led by Mr. Fu Zhiwei, a representative of the 14th National People's Congress, a candidate for the National Major Talent Project, and an innovative and entrepreneurial talent from the Ministry of Science and Technology. It is composed of experts in lithography materials and lithography technology at home and abroad. At present, the company has more than 500 technicians, accounting for more than 70%. The front-line R&D team consists of more than 200 people, of whom masters and doctors account for more than 50%. They have rich professional capabilities in organic synthesis, polymer polymerization, and semiconductor-grade electronic-grade purification. They have systematically mastered the core technology of electronic-grade chemical production.
As of May 2023, there are 116 invention patents under review and 65 invention patents authorized.
在半导体光刻胶领域,徐州博康已研发高端ArF光刻胶26款,其中应用于通孔工艺的ArF湿法光刻胶,已经能够应用至40nm/28nm工艺节点,是国内第一款国产化的ArF湿法通孔光刻胶;徐州博康已研发高端KrF光刻胶30款,其中主要针对lift-off工艺的金属剥离负胶,底部倒角可控,是目前国内唯一可提供此类KrF的产品。此外,徐州博康已研发I线光刻胶15款,以及3大种类的电子束光刻胶,现已为数十家企业和高校提供标准化、定制化的电子束光刻胶产品。
据了解,徐州博康承担了国家“02专项”中的“ArF光刻胶单体产品的开发与产业化”的子课题,并得到成功验收。
2022年,徐州博康多款半导体光刻胶相继获得了国内12寸晶圆厂的订单,包括ARF-immersion、ARF-dry、KRF、I-line等,可应用于14-90nm制程节点。该公司2023年的重心是实现不同料号产品在主流晶圆厂的全面放量。