Yes if ASML gets rid of US cymer but the current EUV does use US technology.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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@Oldschool ASML optics + Japan gigaphoton 250w LPP?
"There are also reports that Samsung has partnered with Japanese and European manufacturers to build a smaller production line with non-US devices as the US increases restrictions on the technology component of the high-tech industry"
Japan is absolutely not too be trusted. They must shut out of core tech.
Thats big task to change up the light source. Is ASML even committed to do that?
Samsung can't do it.
building a smaller production line doesn't mean ASML changing its light source . It sounds more like using japanese lithography equipment to build an older technology production.
The lesson is don't depend on Outsiders. EU, Japan, Korea, Taiwan. When US threaten hard, all of them will obey US orders.
Focus only on domestic advancement.
Huawei should work with Samsung for advanced chips until domestic Fabs come online with domestic advanced tech (around 2014-2025?).
When that happens, Huawei can then drop Samsung and then buy domestic.
However, as we have seen that S.Korea seems to take a neutral stance vs China, Xi should offer them to integrate their tech with the domestic tech sector if they align closer to China
I doubt it. US hasn't really push hard on Samsung yet.
If Samsung willing to go against US and offer 5nm for Huawei, its nothing short of a miracle.
Eventually, this was always the logical outcome.
If America cuts off all of their tech to China, all that means there will be two markets/economies in the world. One with American tech, one without American tech.
China is the biggest industrial economy in the world. It will not disappear if it is cut off completely from American tech.
The sole purpose of the multinational company is profits. Those companies will use American inputs to sell to the world, and use no American inputs to sell to China, who still is the biggest industrial economy in the world, that is China.
There will be one supply chain geared to the American market, and one supply chain geared to the China market.
(Of the two supply chains, which one will the rest of the world uses, that is more complicated but the answer is rather clear, it would seem).
To design American tech out of the products for the China market, takes time, at least 2 or 4 years, minimum. This 2 or 3 years timeline, probably began some time during the Trump Presidency.
Forgot, have to say this.
"Et tu, Samsung."
I think Samsung wants to test the water banking on Biden admin won't sanction like trump admin. And Biden admin supposedly be nice to allies . If Biden admin threaten samsung, you will see Samsung quickly retreat.
To me, it doesn't matter if those countries use non US technology. If US threaten , they will break down eventually.
To me, it doesn't matter if those countries use non US technology. If US threaten , they will break down eventually.
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