@WTAN So sir why is Shenzhen local gov't supporting it? and my thinking like @krautmeister posted before SMEE 28nm DUVL will be 3X cheaper and my view this delay is deliberate just waiting for the availability of the SMEE DUVL, the reasoning and excuse are there for it to happen.
Chinese semiconductor industry
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Yes..... this is the Local Government mainly suporting it. The Officials will do anything to get Foreign Investment in order to boost their standing and performance.
The Central Government should be formulating some policies on the Semiconductor Industry that gives a boost to local manufacture of IC Equipment.
Forcing these Foreign companies to use local equipment is the best way to support the local industry.
In a perfect world this would be the correct approach. Problem is there is no local equipment to force foreign companies to use them!!!
The whole problem lies just in one thing: the risk of suddenly the US forbidding sale of ANY type of semiconductor to China. Yeah... yeah... yeah.... I am being paranoid, but... If the US really wanted to screw China, this would be the best approach. Yeah... I know they would also screw a number of their own companies, but this is not an impossible thought.
Forbidding Huawi, ZTE and other companies to buy chips has hurt companies. More TSMC than American ones, but American companies have also been affected.
At the end of the day, what really matters is that China can manufacture semiconductors, PREFERABLY WITH LOCALIZED PROCESSES, but right now anything will do. If not, why is China buying all those billions and billions of dollars worth of foreign equipment in order to produce chips?
If Taiwan was willing to bring equipment to make their 2 billion dollars factory work, so much better. That is two billion dollars less China would need to spend.
Furthermore, two billion dollars factory is a drop of water in the ocean that China's needs represent. But once the equipment and the factory are up and running, there is no way they will leave China. And they would be secured in the territory.
SMEE will only be able tocope with China's needs years and years from now. In the meantime, the risk of a complete blocade exists.
My two cents.
The US will very likely go this route, its a foregone conclusion in my opinion... China better have countermeasures in place and Im not just talking about defensive ones this time
@quantumlight bro on the US side the hubris is that the Chinese don't have the capacity to create a viable semiconductor industry. while on the Chinese side tech company knows the peril of having US tech on their product. So localization is a non issue the problem is availability. TSMC as @krautmeister had posted is part of US effort in curtaining China, but this investment is all about business, the demand are there and its in China whether TSMC will destroy SMIC is questionable on my part cause the demand is huge and the pie is large enough for everyone. The US is so paranoid about anything China that TSMC may force to ditch US diktat and follow its business instinct to survive. And here the possibility of TSMC building FABS with Chinese equipment in China is ideal and may happen sooner than expected, all is needed is the availability of SMEE 28nm DUVL.
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Like @WTAN said, if TSMC expands its 28nm production capacity in China, it will be a LOSE-LOSE situation for China. Lose where 28nm business is taken by TSMC at the expense of domestic China fabs. Lose where the US can still sanction TSMC 28nm production within China whenever it deems it is for "national security" since TSMC would only buy ASML which contains US content. That happened to SMIC even with its China based fabs and SMIC isn't even a foreign fab. I highly doubt TSMC would buy SMEE/CETC equipment because I think they have clearly demonstrated their intentions, and it's not "only" about business. China should either mandate 100% domestic China semiconductor equipment for all foreign fabs or otherwise prevent such expansion because any US content is just a trojan horse.
Wuhan XMC 3D IC technology platform is in mass production.
武汉新芯3DLink™技术，赋能西安紫光国芯异质集成嵌入式DRAM(SeDRAM) 平台
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@foofy Sir Xtacking TECH? is XMC part of YMTC?
The Locally made 28nm Production Line is ready and is slated to go into mass production at the end of the year.
TSMC, Samsung etc can be required to use a percentage of local Equipment in their newly planned production lines in Mature Nodes of 28nm or greater.
Ultimately the decision rests with the Government in consultation with local Semiconductor Equipment producers.
Do you know the production capacity?
E.g how many 28nm IC machines can be made per quarter (2022)?
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