My thinking to bro, TSMC produces high end SOC chip, while that of Samsung and SK Hynix are more focus on NAND and DRAM which both have domestic alternative. Not unless SMIC were able to produce N+3 5nm chip in acceptable yield will the American relent.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Sometimes it may seem too harsh when I critize these think tankers but is becoming clearer that these "whatever studies graduates" have a shallow understanding of the geopolitics ,technologies and industries that they are trying give policy advice.
looks like Tsinghua has completed design of a new fully system integrated and efficient on chip learning memristor chip (machine learning can be done on hardware)
memristor chip allows both storage and computation from what I read.
Claims to have 1/35 of the power consumption of ASIC and hope to achieve 75x in capability
Xinyun Intelligent — Lithography machine EFEM equipment shipments
On the afternoon of October 9, 2023, Xinyun intelligent lithography machine EFEM equipment was successfully shipped! This is the second shipment after the Double Festival, and the company's business is booming.Xinyun Intelligent is a semiconductor equipment manufacturer with leading core technology and independent controllability. Its core product AMHS system is mainly used in wafer manufacturing and advanced packaging factories. Focusing on intelligent manufacturing in the semiconductor field, its main products cover semiconductor factory AMHS automatic material handling systems, semiconductor wafer handling automation equipment, and domestic replacement of core components of automation equipment.
Jingsheng Co., Ltd. plans to establish a subsidiary, Nanjing Jingheng, to invest in crystal growth equipment production projects
Jingsheng Shares issued an announcement regarding the signing of a "Cooperation Agreement" and the establishment of a subsidiary through foreign investment.According to disclosures, Jingsheng Shares plans to sign a "Cooperation Agreement" (hereinafter referred to as the "Agreement") with the Nanjing Lishui Economic Development Zone Management Committee and plans to establish a subsidiary, Nanjing Jingheng Semiconductor Equipment Co., Ltd. (tentative name, subject to approval by the industrial and commercial registration authority ), invest in a crystal growth equipment production project in Lishui Economic Development Zone.
The total project investment is expected to be 47 million yuan. The investment structure includes: equipment investment of 8 million yuan, accounting for 17% of the total project investment, and operating capital of 39 million yuan, accounting for 83% of the total project investment.
Jingsheng Shares stated that after the implementation of this project, the company's production capacity will be further improved, which will meet the company's strategic development needs and lay the foundation for the company's long-term development.
The source of funds for this investment is the company's own funds, and will be invested in batches according to the length of the project. The company is currently in good financial condition and is not expected to have an adverse impact on the company's normal production and operations, nor is it expected to harm the interests of the company and shareholders.
I'd certainly put Rubio and Gallagher in the grandstanding category. Why bother with knowledge and nuance when you can be the biggest hawk in the room? McCarthy too but it seems his career is now over.
Is it DUV Lithography?
The article don't say.
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