Well, He was young rising star in the eyes of GOP, I could see him their primary candidate one day. He was taller than 6'4" Lincoln.
He is busy to urge Biden admin stay on course on tech decoupling with China and overall decoupling later
Chinese semiconductor industry
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He is busy to urge Biden admin stay on course on tech decoupling with China and overall decoupling later
Skywatcher
Captain
Fortunately for the world, he didn't stay loyal to Trump's coup attempt, and that will probably kill him in the GOP presidential primaries for the next, oh say, forty years.
the majority is in the hands of foreign companies
Skywatcher
Captain
The semiconductor portion of MIC2025 was always aspirational.
I’d call it a success if they can completely domesticate DUV and dominate global market for >7nm from 2025 onwards
7nm-14nm technology can keep things running for a long time.
I wouldn't say that. ZTE originally didn't even design their own chips I think. But now they do. Plus now that they have US spies on their corporate board thanks to the deal there's probably a lot of things they don't even try to do that they would otherwise. Long term capital intensive projects like fab construction could be easily torpedoed and put the company in a really bad financial situation.
Well at least for memory the initial production was really low. But with the coming into market of foreign fabs like Intel's and Hynix's and now home grown YMTC and CXMT a lot more capacity was brought in. 95% growth isn't impressive when you start from near zero.
What is impressive is that according to their data China has already surpassed both Japan and the USA in 200mm wafer per month equivalents and is quite close to South Korea (#2) and Taiwan (#1) which are basically neck and neck. So this means by 2025 it is quite likely China will be #1 in production capacity. Just look at those slopes.
Yes like Hynix in the case of memory. In the foundry market there is a presence in China of companies like UMC and TSMC. But that is not a bad thing. It is better than importing it all from abroad. Even those companies will create a cadre of Chinese professionals to operate the plants and local suppliers for consumables I bet. That will drive down costs and improve the ecosystem in China for everyone else too.
Also in the long term the numbers will change. Just look at this chart from the earlier article.
Most of the installed wafer capacity is in fact Chinese. The problem is likely that Chinese factories thus far achieve lower effective production and factory usage rate because of less mature production skills.
Which brings us to this point. To achieve the ambitious targets of MIC2025 by that short timeline was never going to be possible without foreign plants and chip designs driving much of the growth together with home grown native growth.
Well I wouldn't. That would mean that leading edge products, where most of the profit in consumer electronics is, will be out of reach for the Chinese electronics sector. The US could easily torpedo all Chinese high end smartphone production for example. Entry into new markets like gaming consoles would also never happen if the US was against it. Sure it will be fine for smart TVs, cars, and much of the market but it will reduce the scope of the Chinese semiconductor market way too much.
The only way to solve this is with investments in the tools sector. I have been saying this here since before Huawei was sanctioned.
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Hendrik_2000
Lieutenant General
I like the conclusion of the article
But until it’s clear that unless the US can find less painful and cumbersome ways to sever economic relations with China, little of what the senator proposes will come true.
“It’s a pipe dream,” she said.
DUV and EUV projects are really parallel .
By 2025, first gen industrial grade EUV should be on board and be able to tackle 5nm
I suspect if they can complete EUV, they will try to skip to 2-3nm like Intel is planning to do.
5-10 years is a lot of time to investigate how TSMC/Samsung does 2-3nm.
5nm is just double pattern of 10nm process i believe
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Before the recent research , I didn't know they already have a working EUV prototype in 2017.
They should have working industrial grade EUV in 2025, if they don't, I would qualify as a Failure.
They got 4years to enhance from it's prototype. Plenty of margin time in 4years.
Some even projected in 2years.
From 7nm to 5nm EUV power increased.
From 5nm to 3nm even more EUV increased. Depends how much their EUV light generation module enhanced.
Its not just multipattening like DUV.
I would be OK with them doing 5nm in 2025.
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