They sorta already do that, the problem is that the US government likes sanctioning end users of chips too. Yeah they haven't targeted everyone but they targeted enough.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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glue coating and developing, Ion implantation, etching, deposition, diffusion, chemical mechanical polishing, cleaning, metrology, testing, advance packaging tools. Why always lithography? Why nobody has ever written a article about China not being able to build etching machines or ion implantation machines? Is always the missing key, lithography. ASML this, ASML that.
Under normal market conditions no one in China would have ever consider ever built their own tools, software and materials when they are easy available in the open market. This are not normal market conditions, this bring challenges but also opportunities for companies and individuals to fill gaps, this is what happen when forces disrupt markets, vacuum forms. China is one of those countries that is a world inside the world, very populous country but overall very science and industrial oriented country, so of course they are going to try not to let themselves kill. That is something that you expect a guy writing in a financial journal to know.
The reality is that under abnormal market conditions and under pressure, innovation could happen and happen faster than anyone expected. And more in very science and industrial oriented country like China. So people shouldn't be surprised when in the near future China come with solutions that nobody predicted because they are not going to let themselves kill.
In the words of the CEO of the company that these financial guys think is untouchable and magical:
I case you people bring the conflict interest crap and bla bla bla, Mr. Wennink probably knows the Chinese semiconductor industry probably better than some Chinese themselves. ASML was there when the Chinese semiconductor industry was in pampers.They saw companies rise and fall.
Huahai Qingke’s first 12-inch single-chip terminal cleaning machine shipped.
Huahai Qingke announced that recently, the company’s first 12-inch single-chip terminal cleaning machine HSC-F3400 machine was shipped to a large domestic leading silicon wafer company.
The HSC-F3400 model is a high-performance equipment developed by Huahai Qingke to meet the special needs of the large silicon wafer terminal cleaning market. This model is equipped with a new cleaning module, drying module and particle and metal pollution control system, which can stably realize large silicon wafer cleaning. Highly efficient ultra-clean cleaning of the front and back sides of the film. The high-performance chuck clamping technology installed on the machine ensures stable and high-speed wafer operation. While having obvious advantages in production capacity, it also has the characteristics of high safety, flexible process adjustment, and strong reliability, and can meet the low cost requirement with a long service life. Operation and maintenance requirements.
Huahai Qingke said that the HSC-F3400 model, as the company's independently developed terminal cleaning equipment, is another important achievement launched by the company in the wet equipment series after CMP equipment and thinning equipment. The shipment of the first 12-inch single-chip terminal cleaning machine is another important layout of the company's comprehensive development based on industrialization and market demand. It will have a positive impact on the company's future development and is conducive to the company's implementation of "equipment + service" "Platform development strategy.
Jingrui Electrical Materials plans to acquire 55.9% of Qianjiang Yihe's equity for 139 million yuan! Consolidate the supply of chemical raw materials
On September 26, Jingrui Electric Materials announced at a press conference that it planned to purchase Qianjiang held by Wuhan Haida Chemicals Co., Ltd. (hereinafter referred to as "Wuhan Haida") with its own funds or self-raised funds of RMB 139.2 million. 55.90% equity of Yihe Chemicals Co., Ltd. (hereinafter referred to as "Qianjiang Yihe", "Target Company" or "Target Company") (hereinafter referred to as "Target Equity One"), corresponding to Qianjiang Yihe's RMB 22.3614 million Registered capital (hereinafter referred to as the "first transaction" for transferring the subject equity); the related party Hubei Changjiang (Qianjiang) Industrial Investment Fund Partnership (Limited Partnership) (hereinafter referred to as "Qianjiang Fund") used its own funds or its own Raised RMB 50 million from Wuhan Haida to purchase its 20.08% equity interest in Qianjiang Yihe (hereinafter referred to as "Target Equity Two"), corresponding to Qianjiang Yihe's registered capital of RMB 8.0321 million. At the same time, Qianjiang Fund Increase the capital of Qianjiang Yihe with RMB 50 million of its own funds or self-raised funds (hereinafter referred to as the "capital increase", hereafter the transfer of the target equity II and this capital increase will be collectively referred to as the "second transaction"), and subscribe Qianjiang Yihe’s new registered capital was RMB 8.0321 million.
by this way, this has been posted and analysed several times earlier this thread. Just saying that MSM is normally quite far behind us
some people have internalized that what ASML and TSMC does "is magic" and no one else can replicate it.
As for the selling advanced chips to china, but denying equipments. Pretty much even the politicians can see Qualcomm is cutting people right now. There is basically no one else more exposed. We will see what happens with Xiaomi's chip development efforts.
Pretty sure the H100 and A100 bans target everyone. The article is arguing for a different strategy than currently exists. But it most likely won’t be effective because of how easily high end chips can be shared between Chinese companies, making it impossible for them to target Huawei for bans if they enable other Chinese companies to buy them.
Is very hard and is a lot of resources but not even close to magical or irreplicable, is based on laws of nature who are very much replicable.
Under normal market conditions were you don't have American politicians clowning around Huawei would had fabbed their chips in TSMC and had buyed billions of US made components, is just easier, but under this abnormal market conditions Huawei has no other options that ramp up their R&D and invest in domestic companies in order to replicate and develop the components and technologies that will ensure their survival.
Is this something that they want to do? No. But is something they must do.
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