More than a few I'm afraid. The Chinese government needs to support companies and researchers with proven track records.
Chinese semiconductor industry
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More than a few I'm afraid. The Chinese government needs to support companies and researchers with proven track records.
How reliable do you think this is? It seems to have done well in the past, but has the talent left and joined the private sector?
It's all about which niche or specialized area you want to occupy.
ASML is focused on tooling whereas Taiwan and South Korea is focused on application of that tooling.
Just like developer of operating system versus developer of apps on OS.
Apple and Oranges
AssassinsMace
Lieutenant General
The South Koreas and Taiwanese put those apples and oranges together. The Dutch would have an easier time and they would be a powerhouse in the world.
An analogy.
Google provides Android OS.
Tiktok provides an great app on foundation Android OS.
Why compare the two? They are different.
AssassinsMace
Lieutenant General
And anybody with the intellectual property would be in a better position than South Korea or Taiwan.
Just quoting. These were written by the authors.
Europe Looking at overall volume, European companies play a minor role in most of the semiconductor value chain. (Figure 17) They are strong in sensors, discrete semiconductors and especially, automotive ICs due to existing domain expertise that allows vertical integration. European semiconductor companies such as Bosch, Infineon, NXP and STMicroelectronics are IDMs, often following a fab-lite approach. (Figure 18) Which means they also rely on foreign foundries such as TSMC, GlobalFoundries and Samsung. Apart from production, European companies play important roles as suppliers: ASML, ASM International, Aixtron (equipment); BASF, Linde, Merck KGaA (chemicals); and Siltronic (wafers). However, overall, Europe has fallen behind severely in wafer fabrication (high-volume, cutting-edge fabs) and chip design. (Figure 19)
South Korea South Korea is another important player in the semiconductor value chain. South Korean IDMs (Figure 18) such as Samsung and SK Hynix dominate the memory chip market (DRAM and NAND). Samsung alone is strong in many different areas, memory chips and chip design (mobile processors), and has the second largest foundry business, for example. Together with Taiwan, South Figure 17 Figure 18 Figure 19 Jan-Peter Kleinhans & Dr. Nurzat Baisakova October 2020 The Semiconductor Value Chain 22 Korea has the highest production capabilities (wafer capacity) which also means it is one of the most important regions for equipment sales. Interestingly, South Korea has no equipment vendors, few chemicals (LG Chem) and wafers (SK Siltron) suppliers and no substantial fabless industry. (Figure 19)
Taiwan With companies such as Mediatek and Novatek, Taiwan has a strong presence in the fabless industry. (Figure 19) Even though Taiwan does not have many IDMs, simply because of TSMC’s foundry business, the importance of Taiwan for the semiconductor value chain cannot be overestimated. Almost the entire fabless industry for cutting-edge chips, globally, relies on TSMC – it is potentially the most critical single point of failure in the entire semiconductor value chain. Taiwan has also the highest wafer fabrication capacity and together with South Korea, is currently the most important market for equipment vendors. Due to companies such as ASE Group, Taiwan also dominates the back-end market (OSAT).
AssassinsMace
Lieutenant General
Trump has some underlying hatred for South Korea and Taiwan. You can guess what it is...? The governor of I think of Maryland who's a Republican and married to Korean said that Trump said some ugly things about Koreans to him and look at how Trump orders Taiwan not to sell chips to China and now American companies are going to be allowed to sell some of those very chips to China.
Guy's a retard. On one hand he doesn't denounce white supremacist groups, but also tariffs other Western nations. He's just in it for himself
EUV lithography is fundamental physics science, it's an area Chinese engineers and physicists excel at. I'm convinced that if Chinese gov't gives the financial resources and physics expertise, China can make it's own EUV lithography equipment, it's a matter of resources and time.
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