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Chinese semiconductor industry
- Thread starter Hendrik_2000
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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?
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I understand the pride, but many of your points are a bit too far away from semiconductor supply chain that we've been discussing.
Here is a recent FT editorial on EU initiatives on its semiconductor supply chain. It paints a high-level picture of EU semiconductor industry, both its strengths and weaknesses, as well as some possible future directions to bolster its position globally.
As semiconductor shortages continue to force carmakers to cut back production, the EU’s internal market commissioner Thierry Breton visited Japan and South Korea last week in search of international partnerships for the bloc’s planned “European Chips Act”. Formally unveiled last month by Commission president Ursula von der Leyen, this aims to bring the EU up to speed with other leading microchip producers. The plan is well motivated — but flawed in parts.
Supply chain disruptions have focused attention on microchips as the heart of the digital economy — crucial to artificial intelligence, quantum computing and the “internet of things”. Access to the most sophisticated chips is important not just for industry but for military security. Yet most production is in the hands of China, Taiwan, South Korea, and the US.
All are investing heavily in bolstering their own positions. The bipartisan Chips for America Act envisages billions of dollars of investment in microchip manufacturing and research. China, hampered by export controls preventing transfer of US technology, is spending even more on trying to catch up. Von der Leyen frames the EU’s plans as a matter of “competitiveness and technological sovereignty”.
Semiconductors are the kind of area in which co-ordinated EU action can bring results. But one of the key goals — doubling the EU’s share of global semiconductor manufacturing to 20 per cent by 2030 — is risky and expensive. Today’s top producers enjoy a head start of decades and countless billions of dollars in investment. They also have large manufacturing sectors, for example in consumer electronics, that provide markets for the output of “mega-fabs” or plants producing large volumes of advanced chips.
The business case for pouring vast investment — including public money — into building a substantial EU position in all parts of the semiconductor value chain is unproven. It is unclear if EU chip plants, with higher labour costs and lower subsidies, can compete with low-cost Asian producers.
There is a more compelling case for the EU to funnel public and private investment into building up parts of the supply chain that it already does well — including research and development, and specialist manufacturing. It should seek to harness its scientific prowess in high-value areas, notably by rekindling its chip design industry. Europe lacks leading “fabless” tech companies that design chips and outsource manufacturing — though it has strong research facilities, such as Belgium’s Interuniversity Microelectronics Centre, a leader in semiconductor research, including 2-nanometer chips.
The bloc also needs to strengthen mutual dependencies with other partners, especially the US. It could leverage its position as a supplier of machinery and other important inputs, such as chemicals, for chip manufacturing. The Netherlands’ ASML, for example, supplies advanced lithography machines to chipmakers. The EU can offer its machinery, inputs and designs in return for guaranteed access to microchip production.
Though the EU’s semiconductor initiative has received most attention, a parallel alliance it launched in July — on edge and cloud computing — is no less significant, and arguably a better case for an activist policy. It aims to bring together businesses, academics and the research world to foster development of next-generation cloud infrastructure for the public and private sectors. Success here, rather than in being able to make its own chips, will be more decisive in securing European competitiveness for the future.
The costs of having that capability are worth it.I understand the pride, but many of your points are a bit too far away from semiconductor supply chain that we've been discussing.
Here is a recent FT editorial on EU initiatives on its semiconductor supply chain. It paints a high-level picture of EU semiconductor industry, both its strengths and weaknesses, as well as some possible future directions to bolster its position globally.
The first ASML LPP EUVL machines for High volume production used a 30KW Drive laser. This Drive Laser Power is sufficient to produce EUV Source power of 250W.You mentioned previously that ASML uses a 40KW laser. What's the performance difference between Gigaphoton's and ASML's machines?
It was only very recently that Trumpf produced a 40KW Drive laser.
FT is UK based publications but UK not part of Industrial EU. There analysis not entirely accurate especially end consumers market size. Africa/Middleast/Latin America/India. big population growth.I understand the pride, but many of your points are a bit too far away from semiconductor supply chain that we've been discussing.
Here is a recent FT editorial on EU initiatives on its semiconductor supply chain. It paints a high-level picture of EU semiconductor industry, both its strengths and weaknesses, as well as some possible future directions to bolster its position globally.
My other points are entirely valid. This entire modern Physics and by extension semiconductors creation is either Russians or Russian that went earlier. Just to give you idea Israeli PM give this Joint Press Protocol to very few in West if they are not on his level. this 4th level in cabinet ranking. it is certain level of relationship.
FT is UK based publications but UK not part of Industrial EU. There analysis not entirely accurate especially end consumers market size. Africa/Middleast/Latin America/India. big population growth.
My other points are entirely valid. This entire modern Physics and by extension semiconductors creation is either Russians or Russian that went earlier. Just to give you idea Israeli PM give this Joint Press Protocol to very few in West if they are not on his level. this 4th level in cabinet ranking. it is certain level of relationship.
Didn't feel our discussion going anywhere. It appears that we're just talking past each other. Let's agree to disagree and move on.
I'm honored to be mentioned. Thank you very much.@Weaasel bro he is one of our esteem forum member @tinrobert.
Europe can't even heat their homes anymore this winter, they can't afford semis.
That is just not accurate
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