Did you read why I wrote? because I did not say "close the country". That is not what I said at all.
Chinese semiconductor industry
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Did you read why I wrote? because I did not say "close the country". That is not what I said at all.
Banning/sanctioning companies is in effect a more gradual process of closing the country
What if that sanctioned company made an advancement and China fell behind because it stopped doing business with it?
That's why China doesn't want to ban these companies.
Even in semiconductors, you haven't seen China banning ASML or even banning old ASML IC equipment where there is domestic competition
The US is actually following this "ban" route but it doesn't have any immediate effects to them due to their large size and advantages from the past. However with each sanction, and as China becomes more innovative, the US risks falling behind in sectors where they have banned advanced Chinese companies
Hendrik_2000
Lieutenant General
Well no despair trust in Chinese ingenuity and perseverance. Come on the ban is only 1 or 2 years old this is not a sprint match more like marathon Here is a video that explain the recent situation in China semi. It is devoid of bombast and speculation But Shangha Tianshu Xisin company claim to build 7 nm chip. As important as SoC there are other segment of chip that is even more important such as AI or neural chip
Hello everyone, this is The Developing China. Welcome to our Channel. Today, we will discuss the topic about "China Unveils Its First 7nm Chip!". Seven months after the US government imposed restrictions on SMIC International Corporation, China's largest pure foundry company, the Chinese semiconductor industry began to find a foothold in the new global market reality. Although effectively excluded from the latest semiconductor manufacturing tools needed to catch up with global leaders such as TSMC, But major Chinese chip manufacturers, including SMIC, continue to develop 14-nm and 12-nm process nodes based on FinFET technology, using mature deep ultraviolet lithography toolsets and processes, which constitute most of semiconductor production today. SMIC sees an opportunity to focus on these mature silicon processes, which can increase production and thus have a greater impact on its bottom line. In fact,
Zhao Haijun, co-CEO of the company, once said that based on the positive feedback from customers on its 14nm process capability, SMIC has decided to increase its expenditure by $1.1 billion to $4.3 billion to meet the demand for chips in communication and automotive applications. We expect that by 2022, China will be completely self-reliant in 14nm technology. Elsewhere in China's semiconductor industry, registrations of new homegrown semiconductor companies have tripled since early 2021, potentially creating a healthy domestic market for chip-making services such as SMIC, the South China Morning Post reported.
China's semiconductor industry is largely driven by the government, which is pushing China to become self-sufficient in silicon production that year. This goal has suffered a great setback due to US sanctions restricting US technology exports to Chinese companies, but we believe that Chinese industries still have the ability to produce chipsets based on more mature process nodes. Although cutting-edge processes are used to produce complex silicon needed for high-performance computing and artificial intelligence, the global market demand for chips based on mature silicon processes remains strong. For example, the shortage of semiconductors hindering the automobile industry is mainly due to the lack of mature silicon processing capacity, because many old fabs retired early at the beginning of the epidemic. We believe that about half of the global semiconductor expenditure goes to mature process chips, so with or without government support, China's ability to create a dynamic and healthy semiconductor industry is still a very obvious possibility.
SHOW LESS
Hello everyone, this is The Developing China. Welcome to our Channel. Today, we will discuss the topic about "China Unveils Its First 7nm Chip!". Seven months after the US government imposed restrictions on SMIC International Corporation, China's largest pure foundry company, the Chinese semiconductor industry began to find a foothold in the new global market reality. Although effectively excluded from the latest semiconductor manufacturing tools needed to catch up with global leaders such as TSMC, But major Chinese chip manufacturers, including SMIC, continue to develop 14-nm and 12-nm process nodes based on FinFET technology, using mature deep ultraviolet lithography toolsets and processes, which constitute most of semiconductor production today. SMIC sees an opportunity to focus on these mature silicon processes, which can increase production and thus have a greater impact on its bottom line. In fact,
Zhao Haijun, co-CEO of the company, once said that based on the positive feedback from customers on its 14nm process capability, SMIC has decided to increase its expenditure by $1.1 billion to $4.3 billion to meet the demand for chips in communication and automotive applications. We expect that by 2022, China will be completely self-reliant in 14nm technology. Elsewhere in China's semiconductor industry, registrations of new homegrown semiconductor companies have tripled since early 2021, potentially creating a healthy domestic market for chip-making services such as SMIC, the South China Morning Post reported.
China's semiconductor industry is largely driven by the government, which is pushing China to become self-sufficient in silicon production that year. This goal has suffered a great setback due to US sanctions restricting US technology exports to Chinese companies, but we believe that Chinese industries still have the ability to produce chipsets based on more mature process nodes. Although cutting-edge processes are used to produce complex silicon needed for high-performance computing and artificial intelligence, the global market demand for chips based on mature silicon processes remains strong. For example, the shortage of semiconductors hindering the automobile industry is mainly due to the lack of mature silicon processing capacity, because many old fabs retired early at the beginning of the epidemic. We believe that about half of the global semiconductor expenditure goes to mature process chips, so with or without government support, China's ability to create a dynamic and healthy semiconductor industry is still a very obvious possibility.
SHOW LESS
antiterror13
Brigadier
I don't think it is magical, it just the market is so small that no other countries (including Germany and China) put enough resources doint it.
But after the ban by Trump last year or a year before, it changes the whole landscape, economy and common sense are no longer relevant. China (and others) is or will put huge resources to make one .. and I have no doubt it will be successful, just a matter of time
It is incredible to think that the United States has pushed the Chinese semiconductor industry forward more than any government initiative.
antiterror13
Brigadier
Thats the sign of desperation, the decline of the great power. The real great power is not fear of any competition
"Any Man who must say -I am the King- is not true King"
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You see that‘s where you got it wrong. Europe still dominates the very upper stream of semiconductor supply chain. The most crucial optical components of ASML EUV is the produced by German Carl Zeiss，Cymer’s tin-drop EUV laser source incorporates Trumpf CO2 laser tube.
Wack is the major supplier of semiconductor-grade single crystal silicon，BSF and Merck are big player in chemical and materials used in semiconductor. And many precision parts used to build semiconductor equipment also from European companies.
There is no technology that cannot be replicated or something like that. However, the light source is arguably one of the more complicated parts of the lithographic machine, yes. It was the reason why SMEE's DUV machine took considerable time to develop, the same applies to the EUV source. Other parts are somewhat easier to manage in my opinion. For example, as far as I know, Zhejiang university's center for innovative nanomaterials can already produce optics (they are wholly different from the DUV ones because EUV is essentially "soft X-ray") for EUV machines.
Similarly, other countries can replicate the ASML's machines, there is also nothing magical about them. What matters is the timeframe, economics, and the number of levers that one can use. For now, the US has the most.
SK/Japan/Taiwan and to certain extent China demographics will not get better and they may not attract people from other cultures.
US still attracts best of Asia. and EU attracts best of nearby countries. so there will be shortage of skilled manpower if Asia tried to build entire supply chains.
US still attracts best of Asia. and EU attracts best of nearby countries. so there will be shortage of skilled manpower if Asia tried to build entire supply chains.
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