m8 with that much investment and taiwan doesn't make jackshit regarding litho tool. They cannot even make a 6969nm DUVL machine.
what the fuck are you even talking about?
Chinese semiconductor industry
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what the fuck are you even talking about?
I do agree with a lot of what you said but in reality it is in general a lot easier to catch up once you know something can be done then than to invent something that has not been done before.
Their research budgets are very high, I suspect due to need to invent new things. I think china does not need to have the goal of catching up completely and surpassing them, China's goal is to catch up in some aspects to be self sufficient, I do not think that needs as much money as those companies are using.
I do hope that other Chinese private tech companies put more money into R&D and not just rely on Huawei to do so. Tencent Alibaba Oppo Xiaomi Lenovo bytedance, these companies should really up their r&d budgets.
HIT is Harbin Institute of Technology, one of the best engineering universities globally. Amongst other effects, HIT got its MATLAB license revoked because of it. US sanctioning an university for pursuing R&D is an indication how far it will go to stop Chinese technological advances.
Please don't post Dylan Patel again. Especially this particular article. It has been posted here before.
semiconductor supply chains depend on research in optical physics , materials sciences, Lasers, chemicals, helium gas.
You are assuming the physicists working in CERN is there only research work rest of there life? Its function is Fundamental research in Nuclear but its more of collaboration tool of Euro Area scientists.
The creation of WWW (World Wide Web) at CERN. despite East-West divide CERN Scientist hold Vodka in 1950s. there was East German branch of Carl Zeiss. that built by Soviets. there is whole history behind it for development EUVL based on Soviet and Russian theoretical foundation. Every big project today in Russia contributing towards creating semiconductor supply chain.
Europe also has STMicro, NXP, Bosch among the big one. These are processing firms they dont have the science behind production equipment, lasers, gases.
EU is ideologically opposed to China. Russia is opposed to Japan. This make Korea a default winner for next couple of years.
South Korea has announced $450B spending. that is more than Taiwan/Japan/US combined.
Samsung Russia office has put this presentation. it is more to show audience the Samsung work environment and the direction to attract the best ones. and i am sure some one decide to make it public.
Korean brand Autos , Cellular phones, Appliances are popular in Europe and Russia.
Since they already popular why not expand collaboration with them and make them cheaper. by completely banish competition from Japan/Taiwan. Russia has done all it can to encourage Chinese exports to EU. I am not saying China cannot take advantage of this situation. but Europe already spending alot on semiconductor and now Korean have all the money to spend. so there is very little incentive for monopoly like ASML to sell to China. It is European problem to get clearance for ASML tech from US to sell to China. China lack of will or ability to turn the screws on EU led to this situation
Nord Stream completed. with upfront construction costs paid along with Russian ships to complete it. now to compensate for delay launch. Russia multiplied energy prices by 6 for the rest. so example is set for noncooperative attitude.
EU most of time not realize the tech, minerals, Fertilizers for food and energy are all Russian. where is Japan in it?
Money has never been a problem in the Chinese semiconductor industry, the problem lies in its semiconductor ecosystem and it is not because they are not capable but because the ecosystem is disconnected and trapped in a vicious circle before the sanctions.
The semiconductor ecosystem is like a pyramid where you have consumers -> Electronic manufacturers-> Chips companies, IC design companies and IP providers-> Semiconductor manufacturers-> EDA, equipment and materials providers. And that ecosystem has to work in unison.
To give credit to the Chinese, they have the most complete semiconductor ecosystem in the world, they have it covered almost everything from equipment to electronics along with the largest consumer market in the world, something incredible for a single country, SMEE maybe small but it is the third company in the world capable of creating an Arf system and AMEC and Naura products compete with foreign companies. Small to medium size companies with a lot of room to grow and more after the US sanctions.
Where did they fail? Before the sanctions, the system was disconnected in several points: OEM-chip suppliers, chip suppliers-EDA companies, Chips suppliers - FABs, FABs-EDA, Equipment, Materials suppliers. The top participants in the supply chain allowed American companies and other foreign companies to monopolize the bottom of the chain, creating a vicious circle in which the bottom companies do not advance. Instead of investing and collaborating with these companies to force them to produce competitive products. In the same way as Intel, Samsung, TSMC collaborate with ASML, Carl Zeiss, Cymer to produce lithography machines.
Taking into account Huawei's size and capacity and that SMIC is one of the world's largest semiconductor manufacturers, it would not have been impossible for them to force SMEE to produce more advanced lithography machines. Something strange because it has always been common knowledge that China is susceptible to sanctions by western countries and mainly the United States with its jealous hawkish politicians. I don't think the Chinese should become completely independent but I think they should invest to create local competition to create pressure on these foreign companies and governments, to say that if they try to sanction any company they will lose more. But i also think there is no excuse why the less advanced 45nm + nodes could not be made with 100% Chinese technology.
The semiconductor ecosystem is like a pyramid where you have consumers -> Electronic manufacturers-> Chips companies, IC design companies and IP providers-> Semiconductor manufacturers-> EDA, equipment and materials providers. And that ecosystem has to work in unison.
To give credit to the Chinese, they have the most complete semiconductor ecosystem in the world, they have it covered almost everything from equipment to electronics along with the largest consumer market in the world, something incredible for a single country, SMEE maybe small but it is the third company in the world capable of creating an Arf system and AMEC and Naura products compete with foreign companies. Small to medium size companies with a lot of room to grow and more after the US sanctions.
Where did they fail? Before the sanctions, the system was disconnected in several points: OEM-chip suppliers, chip suppliers-EDA companies, Chips suppliers - FABs, FABs-EDA, Equipment, Materials suppliers. The top participants in the supply chain allowed American companies and other foreign companies to monopolize the bottom of the chain, creating a vicious circle in which the bottom companies do not advance. Instead of investing and collaborating with these companies to force them to produce competitive products. In the same way as Intel, Samsung, TSMC collaborate with ASML, Carl Zeiss, Cymer to produce lithography machines.
Taking into account Huawei's size and capacity and that SMIC is one of the world's largest semiconductor manufacturers, it would not have been impossible for them to force SMEE to produce more advanced lithography machines. Something strange because it has always been common knowledge that China is susceptible to sanctions by western countries and mainly the United States with its jealous hawkish politicians. I don't think the Chinese should become completely independent but I think they should invest to create local competition to create pressure on these foreign companies and governments, to say that if they try to sanction any company they will lose more. But i also think there is no excuse why the less advanced 45nm + nodes could not be made with 100% Chinese technology.
Huawei has had internal team to build EDA for many years. There are a number of existing Chinese EDA companies with varying capabilities. There are several new Chinese EDA startups in the last few years founded by former executives and senior engineers from the big international EDA companies. The market is responding to the new reality and dynamics. Currently most Chinese IC design companies still have access to the tools and platforms from the foreign EDA companies, but domestic EDA companies are given particular attention and support in view of sanction risk from the US and the unreliability of foreign EDA vendors. They're giving domestic EDA vendors a lot more opportunities.
1. Yes.
2. Enjoy it.
3. Do not get carried away.
4. Keeping on laughing.
5. Most important thing is, do not talk about minorities.
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