Chinese semiconductor industry

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10thman

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caudaceus

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90nm is the single feature resolution, it can be described as a simple equation based on the characteristic of the dry SMEE DUV machine, the light source is 193nm wavelength, the NA of the optics is 0.75, so the resolution is k * LS / NA 0.35 * (193 / 0.75) = 90 nm, this is the maximum resolution without any other enhancement like multiple pattern or computational lithography. Add better optics and you can get a better resolution. Add an immersion system and you can increase the resolution even more, but most of the resolution increase in DUVL after 45nm comes from the software, not the hardware, so ASML is right to worry about the boost of lithography from China because computational lithography is an area that the Chinese are really hard at work.

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So I just take a look at the original paper (not that I would understand)
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And my curiosity made me take a look at the list of papers in that journal.
Damn, I think at least 50% of the publications came from Chinese institutions :| .
 

Tyler

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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.
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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.

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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.
Korea semiconductor will not move ahead, due to China taking most of the sales from the Koreans. The Korean semiconductor industry will crumble further very soon due to lack of scale and resource.
 

ansy1968

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@horse @Overbom and @FairAndUnbiased bro I've been thinking with our topic regarding the Taipei and Seoul Spring, is the American cajoling the Chinese to launch a Pearl Harbor type attack? the situation may not be serious like that of the Japanese before WW2 but the tactics are eerily similar, replacing oil with chips. Maybe I've been over thinking it to much and at least the Chinese leaderships are all student of history and may had studied it.
 
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Micron

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@horse @Overbom and @FairAndUnbiased bro I'm been thinking with our topic regarding on Taipei and Seoul Spring, is the American cajoling the Chinese to launch a Pearl Harbor type attack? the situation may not be serious like that of the Japanese before WW2 but the tactics are eerily similar, replacing oil with chips. Maybe I'm been over thinking it and at least the Chinese leaderships are all student of history and may had studied it.
Nothing to worry.

Patience is an East Asian virtue.
China's present leaderships are very competent and rational.

They know exactly what the White House is thinking.

To them USA is highly predictable.
War is not on China agenda.
Why do they need a war when USA is on a self demilition and implosion mode?

Anyone who studied real history will know that Pearl Harbour is Meiji Japan ambition.

Japan has never really recognized fhe annexation of The Kingdom of Hawaii and was opposed to it.

WW2 exposed their ambition.

All China has to do is to continue on its present path and pace towards achieving excellence in high tech industries e.g. semiconductor and that is enough to send chills to USA.
 

FairAndUnbiased

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@horse @Overbom and @FairAndUnbiased bro I've been thinking with our topic regarding the Taipei and Seoul Spring, is the American cajoling the Chinese to launch a Pearl Harbor type attack? the situation may not be serious like that of the Japanese before WW2 but the tactics are eerily similar, replacing oil with chips. Maybe I've been over thinking it to much and at least the Chinese leaderships are all student of history and may had studied it.
no because unlike oil, you can make chips. Japan also had zero domestic reserves of oil but China has significant domestic production of chips.

That is important because if your production is exactly zero, then no amount of rationing, saving, increased production, etc. can save you. You can't produce some oil from zero oil reserves.

But since China has nonzero and indeed, significant chip supplies, the result of total semiconductor embargo is actually Chinese companies attain 100% market share in China. Same with actual oil. China actually produces more oil than UAE. So the result of an oil embargo is not China running out of energy but actually 100% domestic market share goes to Chinese oil companies and incentivizing NEV production. There's nothing they can do about China.
 

ansy1968

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no because unlike oil, you can make chips. Japan also had zero domestic reserves of oil but China has significant domestic production of chips.

That is important because if your production is exactly zero, then no amount of rationing, saving, increased production, etc. can save you. You can't produce some oil from zero oil reserves.

But since China has nonzero and indeed, significant chip supplies, the result of total semiconductor embargo is actually Chinese companies attain 100% market share in China. Same with actual oil. China actually produces more oil than UAE. So the result of an oil embargo is not China running out of energy but actually 100% domestic market share goes to Chinese oil companies and incentivizing NEV production. There's nothing they can do about China.
@FairAndUnbiased @Micron thanks brother, yup I'm overthinking it , just like you said Chip is manmade and China can produce it , appreciated. :)
 

Micron

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In fact US Is dilemma predicament over Taiwan is basically self interest.

But it looks like reunification is inevitable. Many thanks to Trump and DPP Tsai which has rock the boat.

That is why in recent days US is openly demanding that TSMC and South Korea hand over their secrets to them in a very crude and undiplomatic manners. They did that to Alstom and Toshiba and succeeded.
USA is feeling the pressure from China.
USA failed to curb Huawei and its 5G technology.

Taiwan reunification with China will essentially cut off supplies of high tech chips.

Dialogues and communications are the only way forward but State Secretary Blinken blunder in Anchorage is showing.

The status quo is forever altered and the paradigm shifted.

China only need to focus on its 3rd generation chips technology which is the way forward. In 3rd generation required to huge pool of talents.
This is where China will lead as it is producing 15X more STEM graduates than USA.
 
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