Chinese semiconductor industry

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WTAN

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Weaasel said:
Are you well informed about progress in Japan with regards to IC chip manufacturing equipment, most notably lithography? Arre the Japanese truly trying to make a breakthrough with regards to EUV, or are they just content about being sophisticated parts suppliers? Honestly, I am surprised that the Japanese have not as yet come up with an EUV machine, regardless of the whether the processes and methodologies used are quite different from ASML or not.
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The Japanese actually used to be pioneers in early EUVL Research but eventually gave up.
ASML which was supported by the US and almost all major FABS became the No 1 and monopoly supplier of EUVL.
Japan was basically locked out of EUVL development.
Japan now basically only supplies materials and some machinery for the EUV production process.
Gigaphoton still does R&D on EUV Light Sources but cannot sell any of its products which makes it very bleak for them.
Even if Japan did manage to get Govt support and $billions to develop a EUVL, it would still need to sell mainly to China, which the US Govt will not allow it to do.
Worse of all China is now developing its own EUVL (SMEE & CETC) which will eventually break the ASML monopoly in EUVL.
Canon has also excited the DUVL Industry and Nikons DUVL business is facing bankruptcy.
Not much chance of these companies trying to develop a EUVL.
So basically Japan has been sidelined by the US and its hopes of developing its own EUVL is now almost over.
 
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Deleted member 15949

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WTAN said:
The Japanese actually used to be pioneers in early EUVL Research but eventually gave up.
ASML which was supported by the US and almost all major FABS became the No 1 and monopoly supplier of EUVL.
Japan was basically locked out of EUVL development.
Japan now basically only supplies materials and some machinery for the EUV production process.
Gigaphoton still does R&D on EUV Light Sources but cannot sell any of its products which makes it very bleak for them.
Even if Japan did manage to get Govt support and $billions to develop a EUVL, it would still need to sell mainly to China, which the US Govt will not allow it to do.
Worse of all China is now developing its own EUVL (SMEE & CETC) which will eventually break the ASML monopoly in EUVL.
Canon has also excited the DUVL Industry and Nikons DUVL business is facing bankruptcy.
Not much chance of these companies trying to develop a EUVL.
So basically Japan has been sidelined by the US and its hopes of developing its own EUVL is now almost over.
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Nikon's DUVL business seems to be doing fairly well if their financial reports are true. Any more specifics on this?
 
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Tyler

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voyager1 said:
We all knew that since 2010, however China is addicted to dollars and cant get enough of them. Even with all these sanctions and the US attacking it, China loves the green buck
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How many times do you need to be reminded that China's $US mostly came from the exports of Chinese products? The buyer of Chinese exports paid for them in $US, which China recycled by buying oil and other raw materials. If they still have surpluses then they will buy $US treasuries for some interests.
 
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dfrtyhgj

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Tyler said:
How many times do you need to be reminded that China's $US mostly came from the exports of Chinese products? The buyer of Chinese exports paid for them in $US, which China recycled by buying oil and other raw materials. If they still have surpluses then they will buy $US treasuries for some interests.
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Getting off topic here but China has to keep the worthless dollars in order to keep the peg (the yuan value down). But the day is coming where they don't need the peg.
 
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WTAN

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SleepyStudent said:
Nikon's DUVL business seems to be doing fairly well if their financial reports are true. Any more specifics on this?
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Nikon has lost its largest customer Intel which accounted for 90% of its sales.
Its share of the DUVL Market is now 7%.
Future competiton from SMEE and CETC in its largest market China also does not bode well.
There is also restrictions in the type of DUVL it can ship to China.
Nikon is at a dead end as it will not be developing EUVL in the future.
According to the graph there is a large drop in shipments of Arf Immersion DUVL for Chipmaking.
The jump in shipments are for FPD Lithographs for TV Flat Panel Display manufacuring.
 
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