Chinese semiconductor industry
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From one of the main bloggers, OV50K is going to be a little delays.
The current high end OV50H is high in demand. So far, just Xiaomi and HW use them, but going forward, all the other 5 like Honor, Vivo & Oppo will use them and Meizu has started testing.
This is the growth of Chinese supply chain.
Domestic CIS, OLED screens, batteries, frames, driver chips, RF chips & ultrasonic scanners.
ASML China Export Curbs Came Too Late, Dutch PM Frontrunner Says
The U.S. can count on full Dutch cooperation on its semiconductor curbs against China, if the latest words from the Netherlands' likely future leader are an indication:Asked about the incoming export restrictions after it became clear existing measures have been insufficient to prevent China from from working out how to manufacture the most advanced semiconductors, Yesilgoz-Zegerius said, “it was probably better if we had taken them before.”
Her statements put her at odds with some Dutch politicians, including lawmakers from two parties in the ruling coalition, who called for their government to take a stand against the measures.
“Unilaterally changing the rules during a contest where competitiveness and strategic autonomy are at stake is difficult to accept, even by a good ally,” said the Dutch Christian Democrat lawmaker Mustafa Amhaouch, who worked for ASML earlier in his career.
Yes, there are a few Dutch politicians who oppose the U.S. measures imposed on them, but China cannot count on the Netherlands.
Discussed a while back...
TL
R versionUS politicians are idiots, this is like trying to ban China from reading
The entire genome sequencing race is between America and China with the exception of Oxford nanopore which will probably get acquired by one of the US company. Although it's a small market currently (~ $4 billion globally) but including BGI there seems to be at least 10 world class Chinese start-ups.
1. Genemind
2. Qitan
3. Cygnus
4. AxBio
5. Genvida
6. Salus Biomed
7. Genesense
8. One Chip
9. Fapon Biotech
1. Genemind
2. Qitan
3. Cygnus
4. AxBio
5. Genvida
6. Salus Biomed
7. Genesense
8. One Chip
9. Fapon Biotech
ASML China President: China already has nearly 1,400 ASML machines
集微网消息，据钛媒体报道，ASML全球副总裁、中国区总裁沈波在访谈中表示，到2023年底，ASML在中国的光刻机加上量测的机台装机量接近1400台。
沈波表示，去年ASML全球净销售额达212亿欧元，预计2023财年，公司全球销售额增长30%，将达270余亿欧元。据ASML最新季报，明后年全球半导体行业将企稳。预计到2025年，现有晶圆厂产能将会增加并有新的晶圆厂投入使用，半导体设备行业将会迎来比较大的增长，迎来需求的“高潮”。
沈波透露，“我们现在对自己产能的判断，目标是在2025年底或2026年初，具备每年500台-600台深紫外（DUV）的设备产能。”
据悉，目前，ASML在中国设有16个办事处、12个仓储物流中心、3个开发中心、1个培训中心以及1个维修中心。ASML在中国大陆的员工总人数已经超过1600人。
According to Jiwei.com, according to Titanium Media, ASML Global Vice President and China President Shen Bo said in an interview that by the end of 2023, ASML’s installed capacity of photolithography machines and measurement machines in China will be close to 1,400 units.
Shen Bo said that ASML's global net sales reached 21.2 billion euros last year, and it is expected that the company's global sales will increase by 30% in fiscal year 2023, reaching more than 27 billion euros. According to ASML's latest quarterly report, the global semiconductor industry will stabilize next year. It is expected that by 2025, the production capacity of existing wafer fabs will increase and new wafer fabs will be put into use. The semiconductor equipment industry will usher in relatively large growth and usher in a "climax" of demand.
Shen Bo revealed, "Our current judgment on our production capacity is to have a production capacity of 500-600 deep ultraviolet (DUV) equipment per year by the end of 2025 or early 2026."
It is reported that ASML currently has 16 offices, 12 warehousing and logistics centers, 3 development centers, 1 training center and 1 maintenance center in China. ASML's total number of employees in mainland China has exceeded 1,600.
The whole idea is retarded. The specification is open, it is an open standard, anyone can implement it. The idea of possible US sanctions is only hurting US companies in this space. For example StarFive, which makes RISC-V core designs for other companies to make SoCs, recently fired 20% of their staff and are going to move those positions to India partly because of this.
T-head, a division of Alibaba, also already has RISC-V cores which are more than competitive with those of StarFive. And they even open sourced a lot of them. You can find the Verilog on Github.
A lot of client companies which make SoCs were already using non-US core designs in part because they expected these sorts of sanctions. The RISC-V Foundation, which publishes the specification, was moved from the US to Switzerland because they expected this. And now with this discussion by the US government these trends will only accelerate.
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In other words ASML will dump their low end machines into China with the intention of undermining any potential development of a lithography industry in China. Of course they are restricted selling their high end machines which also could undermine the overall development of the Chinese semiconductor industry. And to make things worse NONE of these "mature" machines are manufactured or even assembled in China, so this machines could basically be subject to export controls from other countries if the US decide to strangle mature nodes also. Mr Shen sounds like used car salesman here, all the good, none of the downside, a great guy overall and everyone is ok with it.
My hot take is that after China lithography supply chain is completed ASML should be given the option to either find a way sell their best tools in China or sell nothing.
Do you mean by SiFive?
StarFive is the one in China
SiFive is actually the one likely mostly impacted by this.
Most recently, Milk-V's boards uses their P670 core
Not something I'm going to actively advertise, since I don't want to contribute to people cutting Milk-V off SiFive designs
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