Chinese semiconductor industry

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jfcarli

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Here is a quite interesting paper about China and semiconductors published by an American university.

It clearly explains (funnily enough) how China can achive its goals towards self sufficiency both in Semiconductor Manufacturing Equipment - SME and chips themselves.

I liked specially that part which they deem there are about 1000 Chinese nationals working in key companies which could be brought back to China and improve its talent base.

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krautmeister

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Here is a quite interesting paper about China and semiconductors published by an American university.

It clearly explains (funnily enough) how China can achive its goals towards self sufficiency both in Semiconductor Manufacturing Equipment - SME and chips themselves.

I liked specially that part which they deem there are about 1000 Chinese nationals working in key companies which could be brought back to China and improve its talent base.

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Surprising that this study has so many errors in it considering that a lot of it can be disproven from public searches outside of China, let alone from actual China sources. I'm guessing maybe some of this report's sources are intentionally misleading the authors on various things?
 

caudaceus

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Surprising that this study has so many errors in it considering that a lot of it can be disproven from public searches outside of China, let alone from actual China sources. I'm guessing maybe some of this report's sources are intentionally misleading the authors on various things?
I just assume mainstream media talking about complex thing will be full of hot takes. Sometimes blog written by insider or with specific education informs better.
 

krautmeister

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I just assume mainstream media talking about complex thing will be full of hot takes. Sometimes blog written by insider or with specific education informs better.
The paper is well written and on the surface has a lot of seemingly rational conclusions. The report is basically describing and recommending ways to best restrict, contain and destroy China's semiconductor equipment industry. The problem is the entire premise of the report is fundamentally flawed and uses circular logic to reach those conclusions.

The paper describes containment and/or destruction of China's semiconductor equipment industry as a task that can be accomplished through a set of measures that minimize China's strengths while exaggerating its disadvantages. It's a typical biased Western study. Anybody with even surface level understanding of what is going on knows that SMEE & CETC are on the verge of releasing commercial candidate lithography machines for 28nm production. All the other associated domestic supply chain items already exist. The report dismisses all such developments by claiming none of it will be commercially competitive and not leading edge. This is repeated over and over while at the same time always ignoring the strategic environment and national security element this involves. It is this kind of strategic ignorance that will eventually lead to China weaning itself off of American semiconductor industry content and any followers who abided by those American sanctions. It doesn't matter if something is commercially viable or not "in that kind of environment", what matters is if the sanctioned items can be replaced.
 

WTAN

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With "About a trillion dollars of government funding have been set aside under the technology initiative" and Liu He heading the effort, I would not bet against China.

As far as EUV is concerned the article clearly states :

"The 69-year-old vice-premier, who has led the country’s technology reform task force since 2018, is also overseeing projects that could lead to breakthroughs in traditional chipmaking, including the development of China’s own chip design software and extreme ultraviolet lithography machines, one of the people said, asking not to be identified as they weren’t authorised to speak to media."
This pretty much confirms that China has an Official Project to develop EUVL Lithography Machines and this will be overseen by Vice Premier Liu He himself.
There will certainly be a Special Project for EUVL set up similar to the 02 Special Project for DUVL. This EUVL Special Project should be set up under the 2021-2025 National 5year Plan.
Usually a Systems Integrator will be assigned and Subcontractors will be competing for the rights to develop and supply components.
 
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