Chinese semiconductor industry

Pretty sure nlalyst and gadgettool are both from jai land

Overbom said:

Important relevant quotes


Being 50% cheaper and another 9 such domestic facilities, foreign companies in this sector will be annihilated. Then start exporting...

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Overbom said:

Admirable article but in the end..

There is a reason why the US is known world-wide for its harvesting skills.
I fear that it is too late for S.Korea to resist now. They should have made a smarter choice years ago

Anyway, whatever happens is a win for China. It has exposed the US dirty tactics to the public. Also exposed that western "fair" trade is basically the US watering you and then eventually harvesting you

Another chance to draw S.Korea closer to China's orbit.

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Nicely put... I had the feeling when they were making a big deal out of China's alleged 'organ harvesting' that something was up.... turns out it was yet another projection from Uncle Sam... as it is America's pastime and MO to harvest not organs but entire nations....

nlalyst said:

Best that Chinese companies can supply at the moment are 90nm class systems. Yes, 90nm. The process that was all the rage back in 2002. If SMEE's 28nm class machine comes out this year, and assuming it is productive enough to be used by customers in their fabs, that would put them 10 years behind ASML's DUV line.

I've looked up some of your other posts in this thread and it's obvious you are out of your depth in this field and almost everything you write is pure rhetoric and 0% substance. Even now you are forced to engage in straw-man logic games because you cannot provide an atom worth of substance. But you have some talent. I think stand up comedy could be a good career path for you.

Good luck!

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Thanks for posting this, now I know who are the indians on this thread.

9dashline said:

Pretty sure nlalyst and gadgettool are both from jai land


Nicely put... I had the feeling when they were making a big deal out of China's alleged 'organ harvesting' that something was up.... turns out it was yet another projection from Uncle Sam... as it is America's pastime and MO to harvest not organs but entire nations....

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Why is everyone assuming that they are Indians? They could just as well be patriotic Americans gloating for uncle sam. Also, why does this even matter?

horse said:

Yeah, I agree completely.

I just don't understand the Americans.

It is like they want to turn South Korea, into another North Korea.

Not even the Chinese want to do that, gut their industries and leave them with scraps.

Maybe Japan is behind all of this?

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@horse bro had you read @FairAndUnbiased post regarding the Prague Spring, Your alliances system work if your strong and you loosen the leash a bit for your dog to feel comfortable just like a Mafia Don but if you tightened it to much it will go against you. These tight action is an infection point, SK knew it and it had the mental strength to do it cause their trade with China constitute 25% of their total trade.

Maybe Japan is behind all of this? That is an intriguing question, the Japanese may say "why is SK is allow to do her thing and I'm not" hahahaha as always bro your questioning produced surprises ..lol

GodRektsNoobs said:

Why is everyone assuming that they are Indians? They could just as well be patriotic Americans gloating for uncle sam. Also, why does this even matter?

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coolieno99 said:

Thanks for posting this, now I know who are the indians on this thread.

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Stop making assertions as to the ethnicity or otherwise background of members.

I would like to remind people that it is okay to have differing views and to please attack their arguments directly rather than attacking what their background may or may not be.
This is a verbal warning at this stage, but in future moderator warnings will be provided if the situation requires it.

ougoah said:

Literally no one else in this club. Germany, UK, Netherlands and so on have some niche expertise within a certain part of the supply chain but do not have comprehensive mastery of the entire chain.

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Germany/France/Belgium/Netherlands/Italy/Austria/Swiss are niche? CERN is in Europe.
There are alot of Russian and East Europeans work in Western EU tech environment.

this only known example of former employees of IMEC making a fab tech. now this mapper Dutch part is acquired by ASML.

Intel saved by Israeli design and manufacturing. Israel is part of EU horizon and have association agreement.

Korea will keep moving ahead of Japan and Taiwan. It has the money and political skills.


If Taiwan keep itself attached to Japan only and not create business with Korea than Korea will use EU/ Russia to kick both of them. they will not know what happened.
The point is EU and Russia are very sophisticated. it is not very apparent.

yjl11 said:

Pretty sure referring to 'Arab Spring'

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Arab Spring is more of a curse. It has a novel beginning with a tragic forever.

pmc said:

Germany/France/Belgium/Netherlands/Italy/Austria/Swiss are niche? CERN is in Europe.
There are alot of Russian and East Europeans work in Western EU tech environment.

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I understand CERN is world-renowned high-energy particle physics experiment and research center, but he is talking about semiconductor supply chain. Did I miss anything?

pmc said:

The point is EU and Russia are very sophisticated. it is not very apparent.

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The point again is about semiconductor supply chain. Netherlands has ASML, which is obviously very sophisticated, but still a niche. German has Infineon which is very strong in automotive semiconductor, but hardly as cutting-edge as TSMC and Samsung in semiconductor manufacturing. EU and Russia are very sophisticated in many other things, sure. Maybe you want to elaborate a little bit, because I'm not aware that EU and Russia are strong players in semiconductor supply chain, at least compared with East Asia and the US.

Russian semiconductor industry is nothing special - most advanced fabs are 65 nm and low volume (primarily for military purposes), their fabless companies all rely on TSMC (e.g. Elbrus CPUs) and IC design is behind China, no prominent electronic giants to drive the local supply chain, etc. Iirc they have a company that produces some optical equipment for ASML but that's about it.

xypher said:

Russian semiconductor industry is nothing special - most advanced fabs are 65 nm and low volume (primarily for military purposes), their fabless companies all rely on TSMC (e.g. Elbrus CPUs) and IC design is behind China, no prominent electronic giants to drive the local supply chain, etc. Iirc they have a company that produces some optical equipment for ASML but that's about it.

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65nm is sufficiently good for military applications. I heard Russia has hired a lot of Taiwanese (TSMC?) engineers to help them build fabs in Russia, paying over $200K a year per person.