lol, from Q1 next year, Huawei's N+1 will be put into operation, ... I think U.S will cut off Intel, AMD's chip supply Huawei in the next few months =))
Laptop business will take a big hit then. You win some and you lose some.
lol, from Q1 next year, Huawei's N+1 will be put into operation, ... I think U.S will cut off Intel, AMD's chip supply Huawei in the next few months =))
Then Sir comparable with 7nm AMD and better than Intel 14nm?lol, from Q1 next year, Huawei's N+1 will be put into operation, ... I think U.S will cut off Intel, AMD's chip supply Huawei in the next few months =))
You are conflating novelty with complexity.There is a handful of countries can make completely domestic jet engines,but no country can make completely domestic EUV machine as of now. So EUV is definitely much harder than jet engine
No. There are multiple ways to skin a cat and a lot of these techniques are non unique (for example the company I work at had to develop a droplet generator for one of the instruments I work with, and generating droplets is an essential mechanism for that category of instrument, but there are several companies in this market for this instrument). Plus since their goal is servicing the China market and they have political protection they can focus completely on the engineering. If you want to go global you can always redesign the components to circumvent foreign IP protection later. Oftentimes the modifications you would need to do to get around them are trivial.I used reverse engineering as an extreme example to inquire about China's capabilities in developing the sub-components of a LPP EUV source. But to give a concrete example for my IP scenario, when Chinese companies need to design droplet generators and laser droplet targeting subsystems, would existing IP by foreign IP for these tricky subcomponents make it meaningfully more difficult or delay China's progress?
Also not likely imo. Your droplet generator frequency in this case is dictated by the desired frequency of your photon output. Higher is actually probably better if you can manage it because it means for the same level of emissions per droplet you’re getting a higher output over time. The constraint to going with higher frequency is the frequency at which you can operate your drive laser pulses, the laser that’s being used to do excitation of the tin drops. It may be that in China they think they can do better than ASML on this parameter. Or it may be that China’s engineers are working around a different constraint (like excitation efficiency) and thus chose to go down this path. Or it may just be that they’re thinking about the problems differently. Usually these are engineering first rather than IP first decisions. You figure out how to do a thing and then you find a trivial change to get around IP if you have to.I recall someone mentioning China's droplet generator is at a different frequency than that of AMSL's (50khz), could it be possible this design choice is partially influenced by IP rights?
The focus is domestic right now since that’s the guaranteed market. The demand for EUV comes from fabs that do sub 10 nm process nodes. Right now there are only three markets that provide that demand, the US, South Korea, and Taiwan. Whether SMIC builds fabs abroad is not something that is likely to happen for quite a while, and if they do build plants abroad it’s pretty unlikely it would be for advanced nodes. Plus we don’t know where chip fabrication technology will be by the time they do.Are you sure China has no intentions of exporting (LPP based) EUVs machines and subcomponents abroad? China is known for decimating high tech companies, ASML is already a national target for China. Even if Chinese equipment manufacturers only sell to Chinese fabs, you can't say SMIC will never leave the mainland.
Not likely. The physics of how many electrons you have to accelerate dictate your energy consumption and the amount of electrons you need to accelerate for a certain amount of output is a pretty set physical relationship. Plus you have the bunching control systems, which will also use up a lot of energy. The real main benefit of SSMB is facility size since that impacts production logistics, and construction cost, since a larger storage ring means much more infrastructure costs in general.Taking a deeper look at SSMB technology, it seems like the biggest benefit of SSMB proposal over other accelerator based light source proposals is that is it much more energy efficient from the storage ring. I think China can commercialize a LPP based EUV source earlier than the SSMB EUV. China's SSMB project (at xiongan?) is probably better fit towards beyond EUV lithography at around 6.7 nm. This also fits more inline with the phrase 弯道超车.
Yes and NO, Japan do produce a Duvi and also a prototype EUVi . A matter of fact Gigaphoton had develop a 250W LPP but who is going to buy and used it? you need a FAB feedback and Input to further develop your technology. The US is very smart so they take out the air needed for the Japanese semiconductor to grow, By creating a consortium to compete against the Japanese, its a full spectrum attack combine with restriction just like it was doing today with China.
What the Japanese lack aside from a huge market , political will is a Huawei. Like I said sanctioning Them together with SMIC and SMEE only create a dynamic that can challenge the trio of Apple, TSMC and ASML.
Pxw is not even in production. Why do you think Huawei n+1 will be in operation?lol, from Q1 next year, Huawei's N+1 will be put into operation, ... I think U.S will cut off Intel, AMD's chip supply Huawei in the next few months =))
They have some stored up and will get smic to make more kunpeng chips. Looks like the hyper threading tech that Huawei has is quite powerful.Laptop business will take a big hit then. You win some and you lose some.
What are you talking about? There will be kunpeng 930 getting announced later this year. The Huawei people have been talking about this on video for a while now.Then Sir comparable with 7nm AMD and better than Intel 14nm?
You are conflating novelty with complexity.
Only five (5) nations (US, UK, FR, RU, CN) can build jet engines in-house, however, zero (0) nations can build EUVs in-house and only two (2) nations (NL+JPN, soon CN) can build DUVs in-house, therefore EUV and DUV is much harder than jet engines... Nope!
Niche products naturally have fewer suppliers due to their specialized nature. However, the number of suppliers doesn't necessarily determine how complex one product is compared to another. Heck... even Hentai porn must be difficult to make than jet engines since only 1 nation (Japan) makes it... NO, it doesn't work that way. Novelty does not equal complexity.
Do you think Huawei only has PXW?Pxw is not even in production. Why do you think Huawei n+1 will be in operation?
They have some stored up and will get smic to make more kunpeng chips. Looks like the hyper threading tech that Huawei has is quite powerful.
What are you talking about? There will be kunpeng 930 getting announced later this year. The Huawei people have been talking about this on video for a while now.
Everything will be smic 7nm!
You are conflating novelty with complexity.
Only five (5) nations (US, UK, FR, RU, CN) can build jet engines in-house, however, zero (0) nations can build EUVs in-house and only two (2) nations (NL+JPN, soon CN) can build DUVs in-house, therefore EUV and DUV is much harder than jet engines... Nope!
Niche products naturally have fewer suppliers due to their specialized nature. However, the number of suppliers doesn't necessarily determine how complex one product is compared to another. Heck... even Hentai porn must be difficult to make than jet engines since only 1 nation (Japan) makes it... NO, it doesn't work that way. Novelty does not equal complexity.
They had a prototype ready BUT TSMC and Samsung (due to geopolitical issue) want to work with ASML instead. THE feedback they provide help establish ASML monopoly.Japan can only produce the light source of EUV at the moment,not the entire machine