They got OnLy one DUV and its under the control of the bank.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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@WTAN, what do think of China semiconductor domestic supply of parts for equipments, quartz, RF generator, vaccum pump, valve, Chuck, shower head, edge ring? Have to be semiconductor grade.
中国半导体卡脖子的源头之一：设备零部件
追求中国电子信息产业的供应链安全和完整的本土生态体系是一个循序渐进的艰难历程，最初层级是芯片的自主开发和生产，进而衍生出对国产设备的需求。但事实表明，即使设备能国产也还不够。美国制裁中国晶圆制造企业，部分中国设备厂商也不得不屈从于美国禁令，其根源还是在关键零部件上依赖美国。零部件相比于设备整机而言市场规模不大，但确实是典型的以小制大的卡脖子环节。
2020年，中国大陆晶圆线8吋和12吋前道设备零部件采购金额超过10亿美元。如果排除三星、海力士、台积电等境外厂商在中国大陆的产线，中国本土晶圆制造厂商（主要包括中芯国际、华虹集团、华润微电子、长江存储等）采购金额（口径统一为8吋和12吋前道设备零部件，后文同）约为4.3亿美元。中国晶圆制造厂商采购的设备零部件主要有石英（Quartz）、射频发生器（RF Generator）、各种泵（Pump）等，占零部件采购金额的比重达到或超过10%。此外，各种阀门（Valve）、吸盘（Chuck）、反应腔喷淋头（Shower Head）、边缘环（Edge Ring）等零部件的采购占比也比较高。
中国半导体卡脖子的源头之一：设备零部件
追求中国电子信息产业的供应链安全和完整的本土生态体系是一个循序渐进的艰难历程，最初层级是芯片的自主开发和生产，进而衍生出对国产设备的需求。但事实表明，即使设备能国产也还不够。美国制裁中国晶圆制造企业，部分中国设备厂商也不得不屈从于美国禁令，其根源还是在关键零部件上依赖美国。零部件相比于设备整机而言市场规模不大，但确实是典型的以小制大的卡脖子环节。
2020年，中国大陆晶圆线8吋和12吋前道设备零部件采购金额超过10亿美元。如果排除三星、海力士、台积电等境外厂商在中国大陆的产线，中国本土晶圆制造厂商（主要包括中芯国际、华虹集团、华润微电子、长江存储等）采购金额（口径统一为8吋和12吋前道设备零部件，后文同）约为4.3亿美元。中国晶圆制造厂商采购的设备零部件主要有石英（Quartz）、射频发生器（RF Generator）、各种泵（Pump）等，占零部件采购金额的比重达到或超过10%。此外，各种阀门（Valve）、吸盘（Chuck）、反应腔喷淋头（Shower Head）、边缘环（Edge Ring）等零部件的采购占比也比较高。
@Oldschool I see 28nm so FABS using CETC 65nm?
Probably SMIC or TSMC 28nm process.
This is exceptionally grave situation for Taiwan and TSMC.
Without TSMC, the Taiwanese economy could be based soley on pineapple exports.
TSMC could come out very soon and declare they are selling to the China market, all restrictions are complied with or ignored.
If they do not that soon, then in a couple of years they still will be banned from one market, and that other market has it own supply of chips that is subsidized by the US Fed via the printing press, which means they won't be able to compete.
TSMC must act now, in a couple of months, otherwise in 5 years they could be finished.
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In the US, lawmakers are citing the chip shortage as proof that the country needs to revive more semiconductor manufacturing at home. Last year, TSMC committed under political pressure from the administration of Donald Trump to build a $12 billion plant in Arizona.
Japan is also getting worried. Last month, TSMC announced it would set up a subsidiary in Japan to conduct research in new semiconductor materials. Japan dominates upstream material supplies to the semiconductor industry. “It is unsafe if TSMC is only in Taiwan; you have to spread things out a little more,” says a Japanese government official. “This is to counter the risk of a Taiwan war. That risk is very real.”
Even EU member states are now aspiring to bring cutting-edge chip production back to Europe with an initiative that seeks investment in a 2 nm chip plant—the next generation of process technology node after the 3 nm factory that TSMC is building in southern Taiwan.
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In a way, Taiwan and it's champion is being cut apart by the usual suspects
In the US, lawmakers are citing the chip shortage as proof that the country needs to revive more semiconductor manufacturing at home. Last year, TSMC committed under political pressure from the administration of Donald Trump to build a $12 billion plant in Arizona.
Japan is also getting worried. Last month, TSMC announced it would set up a subsidiary in Japan to conduct research in new semiconductor materials. Japan dominates upstream material supplies to the semiconductor industry. “It is unsafe if TSMC is only in Taiwan; you have to spread things out a little more,” says a Japanese government official. “This is to counter the risk of a Taiwan war. That risk is very real.”
Even EU member states are now aspiring to bring cutting-edge chip production back to Europe with an initiative that seeks investment in a 2 nm chip plant—the next generation of process technology node after the 3 nm factory that TSMC is building in southern Taiwan.
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In a way, Taiwan and it's champion is being cut apart by the usual suspects
Surely you've read the opinion pieces in this forum suggesting Intel won't be a match for TSMC?
I enjoy reading the comments on that site. Western people are so deluded and have such a surface level understanding of the situation between Mainland and Taiwan. Even if they have a slightly better grasp of history and don't simply buy into the "CCP vs. DEMOCRACY!" narrative, they still try to impress the "TAIWANESE ARE NOT CHINESE" idea to fit their own idea of how things "should" be.
If Taiwan's economy is so weak and dependent on a single company, they deserve to be finished. Soviet Union launched isolation policy against PRC decades ago leaving them with basically no friends/no relationships and they still managed to survive.
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