Chinese semiconductor industry

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nlalyst

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Its from Xtreme.
How old are those projections?
Industrial players participation is critical. ASML wouldn't survive without the continuous support from Intel, Samsung, TSMC. There were doubts about their research on EUV at early periods.
Other than having cash, Huawei is not as good a partner as the big three were for ASML. AFAIK, ASML did not do the research on EUV light generation itself, but outsourced it to companies like Cymer, Xtreme and Gigaphoton. When it became clear that Cymer's LPP solution is the most mature, they bought the company in 2012.
 

Nobonita Barua

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chinese industrial players are mostly risk aversion. They try to avoid as much risky projects and investment as possible.

Industrial players participation is critical. ASML wouldn't survive without the continuous support from Intel, Samsung, TSMC. There were doubts about their research on EUV at early periods.
Uggh, I said about this 8 years ago. Today they are scrambling for EUV. Entire situation could've been averted if China could see what was written on wall all along.
 

Oldschool

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How old are those projections?

Other than having cash, Huawei is not as good a partner as the big three were for ASML. AFAIK, ASML did not do the research on EUV light generation itself, but outsourced it to companies like Cymer, Xtreme and Gigaphoton. When it became clear that Cymer's LPP solution is the most mature, they bought the company in 2012.
About 2006. Your original question about power number from Harbin institute of tech DPP is it IF power. Yes it is. I thought it was source power originally. I was wrong. Only IF power, which is the final filtered/collected power make sense for the application because source power still unfiltered.
ASML is equivalent to SMEE, the final assembly house for EUV equipment., It gets components from everywhere.

Huawei doesn't have to good at the field but its money would be very helpful. Chinese academy of science, Harbin institute of technology, Chanchun institute of optics are quite strong on research. They just need money.

Money will go a long way. For EUV projection started 15 yrs ago, CAS, Harbin institute of tech , and Chanchun of optics probably has budget of in thr range $200K. Usually, there's not a whole of money from government for research institutions. One of invoice for the set of mirrors used in this project is about $20K.

Now if industry players joined in and set up an consortium for EUV alliance and funding for like$50million. That would make a huge difference. Players like huawei, SMIC, ZTE, Byd, Gree, Baidu, Alibaba.. $50million -$100million easily doable for those big guys.,

Research is best when doing through trial and error. It will take alot of money and time but this process will exhaust all possible ways. Through this style will all ins/outs will be studied.

If 15 years ago, big funding and trial and error, an optimal industrial grade solution would be arrived by now.

As of now, China has a research EUV prototype but industrial grade solution effort just started.
 
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Oldschool

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Alot of that has to with poison players like Samsung, Hynix, and TSMC operations inside China.
They are suppressing domestic players. Once domestic equipments industry fully on, those 3 above needed to be constrainted in order for domestic players like YMTC, SMIC, CMXT to fully blossomed inside China.
 

AndrewS

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Alot of that has to with poison players like Samsung, Hynix, and TSMC operations inside China.
They are suppressing domestic players. Once domestic equipments industry fully on, those 3 above needed to be constrainted in order for domestic players like YMTC, SMIC, CMXT to fully blossomed inside China.


Alternatively, Chinese customers can stipulate a requirement for sanctions-proof semiconductors with zero percent American technology content.

It gets Samsung, Hynix and TSMC onboard with buying Chinese semiconductor equipment and accelerates de-Americanisation globally.
 

Oldschool

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Alternatively, Chinese customers can stipulate a requirement for sanctions-proof semiconductors with zero percent American technology content.

It gets Samsung, Hynix and TSMC onboard with buying Chinese semiconductor equipment and accelerates de-Americanisation globally.
That's a fair exchange.
Market share in exchange for using Chinese equipments.
And they have spend money and time in developing process tech based on Chinese equipments.

That's how US controlling others through equipments and softwares.
 

AndrewS

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That's a fair exchange.
Market share in exchange for using Chinese equipments.
And they have spend money and time in developing process tech based on Chinese equipments.

That's how US controlling others through equipments and softwares.

Remember how 50%-60% of the world's semiconductors is either consumed by China or passes through China.

The implication is a non-American semiconductor industry becomes world-class and is also the global standard.
 

Oldschool

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Remember how 50%-60% of the world's semiconductors is either consumed by China or passes through China.

The implication is a non-American semiconductor industry becomes world-class and is also the global standard.
It would be pretty cool that korean and taiwanese have to develope their tech based on chinese equipments will do damage to their sense of superiority over mainland. That's an area they don't have.

But the main thing is who can out-isolate whom competition between China and US. Forcing US allies to switch to domestic equipments to serve China market is a very important strategy to counter GOP's "Beat China" plan

Tom cotton's "Beat China" plan, continuing trump economic warfare against China.

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Skywatcher

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It would be pretty cool that korean and taiwanese have to develope their tech based on chinese equipments will do damage to their sense of superiority over mainland. That's an area they don't have.

But the main thing is who can out-isolate whom competition between China and US. Forcing US allies to switch to domestic equipments to serve China market is a very important strategy to counter GOP's "Beat China" plan

Tom cotton's "Beat China" plan, continuing trump economic warfare against China.

Please, Log in or Register to view URLs content!
Tom Cotton is such an utter moron, that if he became POTUS, he would get us Americans into a war, whose only possible outcome, I kid you not, is the IRGC Quds Force, PLA 15th Airborne Corps and the Russian 1st Guards Tank Army holding a victory parade on Pennsylvania Avenue.
 
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