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Uh no. The SMIC Entity List addition mentioned denial for <=10nm and a case-by-case basis, not an assumption of approval for all cases >10nm
Chinese semiconductor industry
- Thread starter Hendrik_2000
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@BlackWindMnt
I may disagree, They had a window of 2 years regarding 7nm (predominant) so they had the time to focus on increase the production yield of 5nm and lessen the cost while laying the ground work for the introduction of their 3nm tech. In this way TSMC will always be 2 generation ahead of its competitor.
Its gonna take a lot longer than that, if ever.
Hendrik_2000
Lieutenant General
If history is any guide that not going to be. Every time china was barred from accessing technology it only galvanize her effort and eventually create domestic version of the embargoed tech from Satellite to supercomputer chip, AWAC, CNC, Space participation, GPS etc etc . Yes the Chinese elite was lead by the nose and they were duped with fancy theory of Globalization, comparative advantage and other BS They lacked bold vision and a bit lazy despite exhortation by the government . Nothing is impossible overcoming covid 19 is impossible yet they do it . This time around Chinese basic industry , science and technology way better than in 1960. They are well prepared having research into semi since decades ago the implementation was late
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Things like sustainable fusion might be perpetually 30 years away, but EUV is a known known... Agree it seems will take longer than 1 to 2 years but the "if ever" remark get carried away... just like 40 years ago it was gonna take another 300 years for China to catch up to the West, if ever.
I see it as a numbers games, I will bet on the side that has twice the players and the hunger to bring it to completion.
I'm pretty sure the domestic manufacturers would rather see that $60 billion of imports be changed into tens of billions export of semi conductors.
But we will see what happens in the 20s of this century.
Nothing is impossible, the reason Huawei get sanctions because of 5g tech. If some compromise reach on that area, sanctions will be partial lift. Its still in entity's list, but they can get tsmc foundry their chip.
I don't know if sue TSMC is right things to do, many mainland company get damaged if TSMC lift table. Maybe Huawei will sue some company like Samsung, or sony that's easy to find replacement.
Its early to call, because its involved with diplomatic between two countries. Many trade off or sacrifice in the negotiation. As US already pivot to asiapasific from middle east, China honeymoon already over, its come to geopolitics. Whoever's have more card they will get upperhand.
You don't apply new law ex post facto. Huawei suing TSMC is out of question, IMO.
"Huawei taking over TSMC fab at nanjing" is the front cover presenting to the outside world showing US Huawei taking control and has the means now.
2020年12月20日，金鴻燃氣自主研發的高純氧化亞氮和超純氨產品成功通過SMIC的機遇。
On December 20, 2020, the high-purity nitrous oxide and ultra-pure ammonia products independently developed by Jinhong Gas successfully passed the opportunity of SMIC.
事實上，2020年12月17日，也就是中興國際在美國實體上市的前一天，南大光電自主研發的AR、F光刻膠產品成為國內第一款產品見證的國產A、R、I、F光刻膠，可用於90nm到14nm甚至7nm技術節點的晶片生產。
In fact, on December 17, 2020, the day before the listing of ZTE International in the US, the AR and F photoresist products independently developed by Nanda Optoelectronics became the first domestically produced A, R, I, and F products witnessed by the company. Photoresist can be used for wafer production from 90nm to 14nm or even 7nm technology nodes.
On December 20, 2020, the high-purity nitrous oxide and ultra-pure ammonia products independently developed by Jinhong Gas successfully passed the opportunity of SMIC.
事實上，2020年12月17日，也就是中興國際在美國實體上市的前一天，南大光電自主研發的AR、F光刻膠產品成為國內第一款產品見證的國產A、R、I、F光刻膠，可用於90nm到14nm甚至7nm技術節點的晶片生產。
In fact, on December 17, 2020, the day before the listing of ZTE International in the US, the AR and F photoresist products independently developed by Nanda Optoelectronics became the first domestically produced A, R, I, and F products witnessed by the company. Photoresist can be used for wafer production from 90nm to 14nm or even 7nm technology nodes.
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