I don't it funny. I find it depressing and frustrating. Its like the perennial underdog who is constantly trying to impress his peers only to be dismissed no what progress he makes. The lack of respect regarding any Chinese progress from these anti-China think tanker crowd only makes you want to see even more Chinese progress that will be a big slap in the face of these people.
Because in general they would have to admit that they were in the wrong, that they have low understanding of the industry that they are giving policies recommendations, that their research methods are very shallow and shortsighted and their policies recommendations could to lead to job and revenue losses. Is like Gordon Chan, he will rather die a painful death than to admit that he has been wrong for decades.
But what anyone can do.
He says, like most of his peer, uni-dimensional statements, in this case about China lacking ALD and epitaxial equipment without providing any details what kind of ALD or epi tools or for what part of the process or for what materials. like you have to take their words for granted.
ALD equipment has been one of the most fastest growing semiconductor equipment segment in China.
In the Epi market.
Alphasemi has been shipping their tools to major fabs since 2022
and AMEC is going to enter the frontend EPI market too.
And these companies are growing faster than their foreign counterparts.
Also China localization rate stand a 40% not at 20%.
