Note that he has never worked a day in the semiconductor industry and is a business graduate from 2017. So no experience and no academics.
Chinese semiconductor industry
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Note that he has never worked a day in the semiconductor industry and is a business graduate from 2017. So no experience and no academics.
He speak more like a salesperson rather than an technical expert in the industry, just my opinion.
Others agreed. “I assume that we see only part of what China is doing. It’s like an iceberg, most is hidden from view. Their academicians publish papers on EUV technology, but the work that I have seen has been mostly theoretical. I assume that there is some underlying hardware,” said Harry Levinson, principal at HJL Lithography.
This said it all, China semiconductor efforts are like an iceberg and more with the sanctions, most of this Western National Security Think Thanks "analysts" they really don't know how far the Chinese are, they only see sales figures and say "this company sell more than this Chinese one therefore the Chinese are xx years behind in tech" without knowing many technical differences or near future developments, it just could be a case of being late to the market or other reasons rather than much inferior technical differences. the reality is that once market conditions change, such as an increase in export controls, American companies can suddenly lose the market once the Chinese realize that their technology is not as far behind as they thought. That is the fear.
This said it all, China semiconductor efforts are like an iceberg and more with the sanctions, most of this Western National Security Think Thanks "analysts" they really don't know how far the Chinese are, they only see sales figures and say "this company sell more than this Chinese one therefore the Chinese are xx years behind in tech" without knowing many technical differences or near future developments, it just could be a case of being late to the market or other reasons rather than much inferior technical differences. the reality is that once market conditions change, such as an increase in export controls, American companies can suddenly lose the market once the Chinese realize that their technology is not as far behind as they thought. That is the fear.
I think this is an opportunity for China to leverage what will probably be process shrinks stalling at TSMC and Samsung after high-NA EUV. SMIC's Chiang Shang-Yi was leading TSMC's chiplet research for many years and he has stated that advanced packaging should be pursued in China to overcome it's disadvantages. There's no doubt that China as a whole will be following this path. I'm expecting China to have DUVi 7nm chiplets ready at some point probably sometime 2023-2024.
I've been reading about HLMC's 14nm process being imminent since 2019. It's now over 2 years later and they still haven't begun risk production. What do you think is holding them back?
No public information to my knowledge. It may be that finFET is more challenging than expected.
The entire western semiconductor industry is going to be dead in a few years time. Unlimited funding is insanely powerful.
Fluorine chemicals, which are mainly used to make refrigerant products and special engineering plastics, have higher added value than bulk chemicals, but they are more tightly regulated for safety and environmental protection. Some are also essential raw materials for semiconductors.
Fluorine chemicals, which are mainly used to make refrigerant products and special engineering plastics, have higher added value than bulk chemicals, but they are more tightly regulated for safety and environmental protection. Some are also essential raw materials for semiconductors.
That's a very high funding considering that it's comparable to contemporary (not necessarily state of the) semiconductors fabrication.
fluorinated chemicals is one area where Japan has a very high market share. Even south korea depends on them. this will take market share away from Japan.
antiterror13
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Would it be as advanced as the Japanese most advance? ....... $2.8B chemical plant investment is huge
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