Chinese semiconductor industry

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Micron

Junior Member
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May I ask, what is it about EUV that stymied the Japanese? The Japanese aren't particularly dumb people. How did they fall behind ASML?
I think it relates to the IPR of the core technology of EUV lithography machines held by ASML.
 

latenlazy

Brigadier
I think it relates to the IPR of the core technology of EUV lithography machines held by ASML.
Nope. After ASML got an early lock on initial customers Japanese litho companies simply decided to not continue chasing this market when they realized how increasing fab costs for smaller nodes meant the EUV market was going to be very small, especially as firm after firm started exiting from sub 10 nm nodes.
 

gadgetcool5

Senior Member
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Nope. After ASML got an early lock on initial customers Japanese litho companies simply decided to not continue chasing this market when they realized how increasing fab costs for smaller nodes meant the EUV market was going to be very small, especially as firm after firm started exiting from sub 10 nm nodes.
Really? I thought it was because Nikon was trying to do everything in-house whereas ASML simply sourced all the components to the best in the world, whereever they were. For instance, if Nikon had acquired Cymer in 2012...
 

gelgoog

Lieutenant General
Registered Member
The Japanese semiconductor industry collapsed in the late 1990s. The last complex logic chip which they manufactured there were the earliest versions of the PlayStation 3 main processor (Cell) at Sony/Toshiba. Even then Cell was designed by IBM in the USA and the later versions of the chip were manufactured at IBM's US fab. Japan still retains some older processors they use in automotive and appliances. Japan basically lost the plot by not being able to scale their production up into the consumer market. At the same time they lost a lot of their memory business to upstarts in South Korea like Samsung and SK Hynix. Of those Japanese memory companies only Toshiba is still around in the form of Kioxia and just barely. Japan still has some strengths in some niche semiconductor products like image sensors, or supercomputers, but certainly not at the leading edge consumer market. This means companies like Nikon simply did not have the client base to justify spending money on EUV research anymore. Not enough volume.
 
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Weaasel

Senior Member
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The Japanese semiconductor industry collapsed in the late 1990s. The last complex logic chip which they manufactured there were the earliest versions of the PlayStation 3 main processor (Cell) at Sony/Toshiba. Even then Cell was designed by IBM in the USA and the later versions of the chip were manufactured at IBM's US fab. Japan still retains some older processors they use in automotive and appliances. Japan basically lost the plot by not being able to scale their production up into the consumer market. At the same time they lost a lot of their memory business to upstarts in South Korea like Samsung and SK Hynix. Of those Japanese memory companies only Toshiba is still around in the form of Kioxia and just barely. Japan still has some strengths in some niche semiconductor products like image sensors, or supercomputers, but certainly not at the leading edge consumer market. This means companies like Nikon simply did not have the client base to justify spending money on EUV research anymore. Not enough volume.
It is a question of marketability, market access, and costs of market entry that are presently hindering Japan in semiconductor chips manufacturing for processors. Japan certainly does possess the wherewithal to design and produce highly advanced prototypes that could be used from smartphones to mainframes and super computers. I do wonder if for national security purposes the Japan does possess a reserve of thoroughly home designed and home made computers that utilize advanced Japanese made processors and memory drives, in addition to indigenous Japanese programming architecture.
 

pmc

Major
Registered Member
Japan decline started as software tech complexity rise up across the industries. ASML largest hires were in software development in recent times.

see Job description in Netherlands. US dominance over EU.
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This position requires access to U.S. controlled technology, as defined in the United States Export Administration Regulations. Qualified candidates must be legally authorized to access such U.S. controlled technology prior to beginning work.
 

caudaceus

Senior Member
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Japan decline started as software tech complexity rise up across the industries. ASML largest hires were in software development in recent times.

see Job description in Netherlands. US dominance over EU.
Yes, kind of sad that the Japanese software industry could not match its hardware industry. Seems China fares much better in this dimension.
Having said that I'd like to know the state of the "hard tech" software industry in China (CAD, Simulation, etc).
 

Overbom

Brigadier
Registered Member
Yes, kind of sad that the Japanese software industry could not match its hardware industry. Seems China fares much better in this dimension.
Having said that I'd like to know the state of the "hard tech" software industry in China (CAD, Simulation, etc).
Don't quote me on this, but from some reports I have read it is not that strong, western software dominate in the private sector
 
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