Chinese semiconductor industry

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tphuang

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so i heard apparently CIOMP is not great institution

I looked back on all the images i collected on EUVs

I see at least 4 patents from SIOM and nothing from CIOMP

The only thing i see from CIOMP is that CAS visit.

@tokenanalyst do you know what I mean?

something fishy about SIOM in so many patents, but CIOMP building prototype?
 

latenlazy

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so i heard apparently CIOMP is not great institution

I looked back on all the images i collected on EUVs

I see at least 4 patents from SIOM and nothing from CIOMP

The only thing i see from CIOMP is that CAS visit.

@tokenanalyst do you know what I mean?

something fishy about SIOM in so many patents, but CIOMP building prototype?
CIOMP is a good research institution but probably not as great at doing product development up to market requirements. This is very typical of science and engineering institutions out of Dongbei. SIOMP is probably building the instrument intended for commercial scale. My guess is CIOMP was assigned the role of assembling a faster product to plug the hole in the event that building a better commercial product ends up taking more time. Not atypical of how China approaches critical technology development.
 

tonyget

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CIOMP is a good research institution but probably not as great at doing product development up to market requirements. This is very typical of science and engineering institutions out of Dongbei. SIOMP is probably building the instrument intended for commercial scale. My guess is CIOMP was assigned the role of assembling a faster product to plug the hole in the event that building a better commercial product ends up taking more time. Not atypical of how China approaches critical technology development.
SIOMP is not a commercial entity either
 
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Don't know if this is on topic or not, but just two quick observations recently since this whole Huawei story blew.

1. Some Western outlets, including BBC, still have not reported on the story. NYTimes wrote a minor story that got relegated to the side mentions.
2. Initially the response from many was cope that the phone was mediocre and behind the best Western tech has to offer. Now the response is skepticism that Huawei or SMIC actually made the chips and that they were likely TSMC or Samsung chips smuggled into China, essentially acknowledging that this was tech a company under as many sanctions as Huawei should not have had access to.

What does this say to me? For one with respect to excitement about this breakthrough, yes expectations should be kept in check since Huawei still has not caught up to TSMC and Samsung. When it comes to gloating at Western despair at this new development, I dare say even the most overtop reactions doesn't even capture a fraction of how humiliated the West feels at the moment.

This isn't even like Russia launching Sputnik, since that episode spurred the West to work harder to outcompete the Soviets. No, this time around the West's reaction to the release of a simple smartphone mirrors that of zombie movies where the military nukes a city, then finds out in horror once the fallout ends they didn't do shit and the zombies are still coming.
 

tonyget

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Don't know if this is on topic or not, but just two quick observations recently since this whole Huawei story blew.

1. Some Western outlets, including BBC, still have not reported on the story. NYTimes wrote a minor story that got relegated to the side mentions.
2. Initially the response from many was cope that the phone was mediocre and behind the best Western tech has to offer. Now the response is skepticism that Huawei or SMIC actually made the chips and that they were likely TSMC or Samsung chips smuggled into China, essentially acknowledging that this was tech a company under as many sanctions as Huawei should not have had access to.

Really?All Western media I have seen so far,quotes Techinsights report,say that Huawei chip was made by SMIC 7nm
 
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cctang

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And this is just 1 company. Do we want to guess how many wafers all of China's OEMs need?

probably 150k wpm.
I’m really curious in these numbers - what is the expected capacity at SMSC? What does every additional DUV bought from ASML translate into from a capacity point of view?

I am wondering what the fab math will look like, in order to hit that 150k wpm.
 
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