Chinese semiconductor industry

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antiterror13

Brigadier
That ASML sliced their price is a an indicator of certain progress on the part of SMEE with regards to a 28nm machine. SMIC won't be fooled. They will take the 28nm ASML Machine at a greatly sliced price, while in the future purchase SMEE 28nm or greater precision machines. And it is not just a question of what SMIC itself would prefer, the Chinese state will be very much an arbiter of what will happen. It will not permit China to be vulnerable to foreign technological embargoes anymore. Absolutely any item of technology that is worth producing, China will possess the capability of producing and if necessary mass producing. With regards to semiconductors and IC chip related technology, the entire value of the production chain starting with the smelting of silicon from sand unto the production of lithographic machines, photoresists, photomasks, etchers etc will be made available in China. The rationale of technological and national security will not longer be trumped by the rational of what is least costly in the short run.

And all thanks to the uncle Sam, particularly Trump ;)
 

antiterror13

Brigadier
China will probably do that if the United States goes ahead with sanctioned against Yangzte. There are other ways of retaliating too... I am sure that China already has a progressive and also ultimate retaliatory plans that it will implement if and when necessary.

Yeahh the US has open all the cards, especially during Trump, while China hasn't barely started :rolleyes:
 

BlackWindMnt

Captain
Registered Member
Chinese smartphone companies use more Mediatek than Qualcomm, even sometimes offer two versions of the same phone one with Mediatek and another with Qualcomm. Qualcomm is usually midrange to flagship and Mediatek is low range to upper midrange or flagship killer.
Not so familiar with low and mid range spec Ed devices to be honest. But good to know I did read that mediatek is making a nice rise in sales.
 

ansy1968

Brigadier
Registered Member
L

I really don't understand how the US can pressure the Netherlands. I can't think of anything other than personal dealings with politicians.
@BoraTas Sir I can understand the reason, the major critical component are made from the US, the light sources by Cymer. I read its website they also supply ASML DUVL light sources. Then why did ASML allowed it to export to China? I think its a compromise that satisfied everybody.
 
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Xizor

Captain
Registered Member
@BoraTas Sir I can understand the reason, the major critical component are made from the US, the light sources by Cymer. I read its website they also supply ASML DUVL light sources. Then why did ASML allow it to export to China?
Because EUV will enable 7nm and below lithography. ASML DUVL only enables it to reach upto 7nm.

The TSMC 7nm+ is based on ASML EUV. Further 5nm,3nm is also based on EUV.

US restrictions are for technologies that enable below 7nm semiconductor fabrication. Hence ASML DUVL isn't subject to restrictions.
 

BoraTas

Major
Registered Member
@BoraTas Sir I can understand the reason, the major critical component are made from the US, the light sources by Cymer. I read its website they also supply ASML DUVL light sources. Then why did ASML allow it to export to China? I think its a compromise that everybody are happy to lived with.
Cymer is owned by ASML. Also, the decision to not to sell is not from ASML. It is directly from the Dutch government. Weird decision to be honest. I am a Dutch citizen and as far as I know, the US contributes practically nothing to the Dutch and overall European security. Russia neither has the intent or power to invade Europe anyway, and I am sure that has nothing to do with ASML lithographs.
 

ansy1968

Brigadier
Registered Member
Because EUV will enable 7nm and below lithography. ASML DUVL only enables it to reach upto 7nm.

The TSMC 7nm+ is based on ASML EUV. Further 5nm,3nm is also based on EUV.

US restrictions are for technologies that enable below 7nm semiconductor fabrication. Hence ASML DUVL isn't subject to restrictions.
@Xsizor thanks bro and had notice your promotion, congratulation!!!!
 
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