Chinese semiconductor industry

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WTAN

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Hi WTAN

good day, Im a long time observer, after reading the article, is this the one you mention regarding the new 22nm litho launch this April
This article in China Tech News is about the SMEE 28nm Machine to be delivered in 2020/21.
The SMEE 22nm machine is just developed in April this year. Will be launched in 1-2 years. The article is several pages back.
 

free_6ix9ine

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Look like Samsung and TSMC are building production line with no American equipment
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The chip ban gives the world an enormous incentive to circumvent the US
by
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June 12, 2020
Huawei has plenty of ways to get around a US ban on chips. Photo: AFP

A US ban on foreign companies’ sales of chips to Huawei Technologies if American equipment or software is involved will undermine America’s already-weakened position in the global semiconductor equipment market, industry sources say.
Chip fabricators will remove American equipment from production lines in order to maintain market share in China, the world’s largest purchaser of semiconductors.
Samsung, the world’s biggest fabricator of memory as well as logic chips after Taiwan Semiconductor Manufacturing Corporation, already has set up a small production line for top-of-the-line 7-nanometer chips using only Japanese and European chip-making equipment, according to
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.


The Dutch firm ASML is the only provider of the Extreme Ultra-Violet (EUV) etching machines required to produce the tiny transistors on 7-nanometer chips, which can hold 10 billion transistors on a silicon wafer the size of a fingernail. Chip testing machines by Japan’s Lasertec sell for US$40 million apiece and are rated the best on the market.
Samsung and Huawei are considering a deal under which the South Korean giant would fabricate advanced chips for Huawei’s 5G equipment, and Huawei would in effect cede a substantial amount of its smartphone market share to Samsung, I reported in
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May 20. Mobile phones are Samsung’s flagship business, but they are a relatively small contributor to profits at Huawei, whose core business remains telecommunications equipment.


Ban ‘unacceptable’
South Korea exports almost twice as much to China as it does to the United States, and it relies on China to restrain the erratic North Korean regime. Seoul told Washington that the ban on sales of chips made with American equipment to Huawei and other Chinese companies was “unacceptable,” according to industry sources.

Don't get too excited my man. US will change sanction to anyone even if they Use nothing from the US but is selling any chips to Huawei will be sanctioned as well. It's wack a mole. Then if Huawei builds 100% of their own parts and even digs there own minerals from the ground. The US will then say anyone who's buys Huawei 5G will get sanctioned. That's why I'm not optimitic Huawei will survive unless there is a political solution between China and the US.
 

free_6ix9ine

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TLDR: In order for Huawei and other Chinese companies to survive

1) We need to shore up our technology especially in fab equipment (hard power)

2) We need to come up with a political solution with the US, because everytime we find a technical solution to a US sanction. They easily change that sanction to eliminate the usefulbess of that technical solution. So it's a wack a mole until there are no more workarounds and then Huawei goes bankruptcy. The last sanction from technical standpoint that we can't overcome is sanctions on anyone who buys Huawei phones, 5G etc.


Point 2 can happen, and I hope it happens. Otherwise we are done.
 
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ansy1968

Brigadier
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hi WTAN

no I mean this

Four, domestic 11nm lithographmachine will be off-line at the end of the year?

Recently, there have been rumors on the Internet that Shanghai Microelectronics is expected to launch the first SSA800/10W photolithography machine using ArF light source in December 2020.
 

free_6ix9ine

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hi WTAN

no I mean this

Four, domestic 11nm lithographmachine will be off-line at the end of the year?

Recently, there have been rumors on the Internet that Shanghai Microelectronics is expected to launch the first SSA800/10W photolithography machine using ArF light source in December 2020.

Yes thats' the "rumor" that we've been discussing in this thread.
 

free_6ix9ine

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You can have the greatest technology but if no one can buy it because they are afraid of a big stick that America wields. Does it even matter? Either we get a political solution or we will just end up producing cheap products that America doesn't care to sanction like shoes. Even then we can't compete with cheap Vietnam labor.

No political solution = RIP huawei, DJI, xiaomi, Alibaba, and every other Chinese tech companies.


Note how EU tried to get around Iran sanctions by creating a non-US Swift system. Guess what happened? No EU company had the gall to try to use the non-swift system. Because they would still be sanctioned. So RIP Iran. Even China is too afraid to do business with Iran, because all Chinese companies would get sanctioned. So RIP Iran.
 
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Hendrik_2000

Lieutenant General
Don't get too excited my man. US will change sanction to anyone even if they Use nothing from the US but is selling any chips to Huawei will be sanctioned as well. It's wack a mole. Then if Huawei builds 100% of their own parts and even digs there own minerals from the ground. The US will then say anyone who's buys Huawei 5G will get sanctioned. That's why I'm not optimitic Huawei will survive unless there is a political solution between China and the US.

I don't know why you need to toddy up to the US I mean China is by far the largest market for semiconductor bar none And the like of Samsung and TSMC won't survive without Chinese market South Korea has been Chinese allies for hundred of year and for thousand of year she is part of China and only separated in the year of 1895 war with Japan.

In the future their prosperity and security will depend even more to Chinese market. Every body know that in Korea.

It is not like china does not have backup plan. Once they started Manhattan like project there is nothing that they cannot built I mean lithograph machine is difficult but withthe availability of talent and money nothing is impossible. This time around they are prepared since Lithograph machine is part of 2015-2020 plan that is now bearing fruit.

They have one to one and half year to perfect the 28nm machine In mean time the built up inventory will cover their need
 

free_6ix9ine

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I don't know why you need to toddy up to the US I mean China is by far the largest market for semiconductor bar none And the like of Samsung and TSMC won't survive without Chinese market South Korea has been Chinese allies for hundred of year and for thousand of year she is part of China and only separated in the year of 1895 war with Japan.

In the future their prosperity and security will depend even more to Chinese market. Every body know that in Korea.

Well Samsung also can't survive without the US market. Plus they don't themselves want to end up on the entity list like Huawei.
 

ZeEa5KPul

Colonel
Registered Member
I don't know why you need to toddy up to the US I mean China is by far the largest market for semiconductor bar none And the like of Samsung and TSMC won't survive without Chinese market South Korea has been Chinese allies for hundred of year and for thousand of year she is part of China and only separated in the year of 1895 war with Japan.
Don't bother wasting your time with tidalwave's FUDing.
 

free_6ix9ine

Junior Member
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One thing I will compliment the Indians is how they managed to be an independent country while still having good relations with the US. China is so bad at this, it makes me think we will be in a reckoning if Trump tightens the screw come November.
 
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