Chinese semiconductor industry

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krautmeister

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"China's Shanghai Micro Electronics Equipment (SMEE), founded in 2002, announced that it was building on its previous 90nm to produce the first China-made 28nm immersion type lithography machine, which will be delivered in 2021-2022. This means it can produce 12nm -14nm Chips, but with multiple patterning techniques will be able to reach 7nm."

-It also can produce 5nm but require more layer and more advance DUV machine.
EUV 12 layers at 7nm versus 68 DUV layers.
EUV 22 layers at 5nm vs 78 DUV layers.
This extra cost for multi-patterning will never allow a 7nm DUV process to be price competitive with EUV at 7nm. It just gets worse going to 5nm DUV, which is supposedly possible with Nikon lithographs, but not competitive economically. Despite the cost, I think if SMEE can upgrade their upcoming 28nm immersion lithograph to a future version that supports below <14nm, the extra cost won't matter. China will literally be forced to buy those <14nm ICs made by SMEE or CETC equipment that they are currently sanctioned from producing with TSMC. It's at that point that I think the Americans will allow China to outsource IC fabrication to >=7nm in order to harm SMEE and CETC lithography sales.
 

WTAN

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It is interesting to note that Nikon is already making large loses in its Lithography Machine Division and having to lay off many staff.
I think this is happening as the US is restricting Nikon from selling its latest models of DUVL to China.
Nikon is already doing badly even before SMEE begins to mass produce its DUVL next year. CETC will be joining the fray very soon with its own DUVL.
When SMEE volume produces its 28nm DUVL next year, i can imagine that Nikon will be making even bigger loses and may even be forced into Bankruptcy.
This is not good for Japan as it is already out of the EUVL race and the loss of Nikon would mean Japan will become a minor player in the Semiconductor Industry.
The only way out for Nikon is to sell more to China but with American Sanctions and Restrictions and competition from SMEE and CETC, this will not work.
The Biden Admin would never allow Nikon to produce its products in China.
Gigaphoton will also be affected if Nikon disappears as its main business is supplying its Excimer Lasers to Nikon.
Looks like Nikon will suffer the same fate as Toshiba.
 

BoraTas

Major
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It is interesting to note that Nikon is already making large loses in its Lithography Machine Division and having to lay off many staff.
I think this is happening as the US is restricting Nikon from selling its latest models of DUVL to China.
Nikon is already doing badly even before SMEE begins to mass produce its DUVL next year. CETC will be joining the fray very soon with its own DUVL.
When SMEE volume produces its 28nm DUVL next year, i can imagine that Nikon will be making even bigger loses and may even be forced into Bankruptcy.
This is not good for Japan as it is already out of the EUVL race and the loss of Nikon would mean Japan will become a minor player in the Semiconductor Industry.
The only way out for Nikon is to sell more to China but with American Sanctions and Restrictions and competition from SMEE and CETC, this will not work.
The Biden Admin would never allow Nikon to produce its products in China.
Gigaphoton will also be affected if Nikon disappears as its main business is supplying its Excimer Lasers to Nikon.
Looks like Nikon will suffer the same fate as Toshiba.
I don't know how China can do it but China should bring Nikon and Gigaphoton engineers to SMEE and CETC if Nikon goes bankrupt.
 

voyager1

Captain
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It is interesting to note that Nikon is already making large loses in its Lithography Machine Division and having to lay off many staff.
I think this is happening as the US is restricting Nikon from selling its latest models of DUVL to China.
Nikon is already doing badly even before SMEE begins to mass produce its DUVL next year. CETC will be joining the fray very soon with its own DUVL.
When SMEE volume produces its 28nm DUVL next year, i can imagine that Nikon will be making even bigger loses and may even be forced into Bankruptcy.
This is not good for Japan as it is already out of the EUVL race and the loss of Nikon would mean Japan will become a minor player in the Semiconductor Industry.
The only way out for Nikon is to sell more to China but with American Sanctions and Restrictions and competition from SMEE and CETC, this will not work.
The Biden Admin would never allow Nikon to produce its products in China.
Gigaphoton will also be affected if Nikon disappears as its main business is supplying its Excimer Lasers to Nikon.
Looks like Nikon will suffer the same fate as Toshiba.
isn't it possible that the US gets Nikon the same way it is getting TSMC?

Force them to set up shop in the US, near US competitors, and then these US companies who have access to cheap dollar loans, they can then recruit the engineers there
 

ansy1968

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isn't it possible that the US gets Nikon the same way it is getting TSMC?

Force them to set up shop in the US, near US competitors, and then these US companies who have access to cheap dollar loans, they can then recruit the engineers there
@voyager1 bro, Nikon had nothing to offer that interest the US, If they intended as what you advise , the Japanese should had been invited in the EUVL consortium in the first place. So the Goal of killing the Japanese tech industries in the mid 90"s to early 2000's will be finally achieved. The savior is being spurned upon and how the mighty had fallen. It should be a lesson for Beijing not to follow.
 

jfcarli

Junior Member
Registered Member
@voyager1 bro, Nikon had nothing to offer that interest the US, If they intended as what you advise , the Japanese should had been invited in the EUVL consortium in the first place. So the Goal of killing the Japanese tech industries in the mid 90"s to early 2000's will be finally achieved. The savior is being spurned upon and how the mighty had fallen. It should be a lesson for Beijing not to follow.
Nikon`s photography division is not going very well. Now their litography division also. Seems their only way out is to move lock stock and barrel to China and become a Chinese corporation.
 

ansy1968

Brigadier
Registered Member
Nikon`s photography division is not going very well. Now their litography division also. Seems their only way out is to move lock stock and barrel to China and become a Chinese corporation.
@jfcarli bro not trying to diminish Nikon reputation and tech but like the US, China doesn't need to, they had a local champion with equivalent tech in SMEE and CETC, what China needed is Gigaphoton 250kw LPP power sources for its EUVL.
 

jfcarli

Junior Member
Registered Member
@jfcarli bro not trying to diminish Nikon reputation and tech but like the US, China doesn't need to, they had a local champion with equivalent tech in SMEE and CETC, what China needed is Gigaphoton 250kw LPP power sources for its EUVL.

SMEE and CTEC may have the technology, but not the volume. China needs all the litography equipment manufacturing capacity it can get its hands on. It will take years for local manufacturing to satisfy China`s needs in mature techonologies.
 
D

Deleted member 15949

Guest
It is interesting to note that Nikon is already making large loses in its Lithography Machine Division and having to lay off many staff.
I think this is happening as the US is restricting Nikon from selling its latest models of DUVL to China.
Nikon is already doing badly even before SMEE begins to mass produce its DUVL next year. CETC will be joining the fray very soon with its own DUVL.
When SMEE volume produces its 28nm DUVL next year, i can imagine that Nikon will be making even bigger loses and may even be forced into Bankruptcy.
This is not good for Japan as it is already out of the EUVL race and the loss of Nikon would mean Japan will become a minor player in the Semiconductor Industry.
The only way out for Nikon is to sell more to China but with American Sanctions and Restrictions and competition from SMEE and CETC, this will not work.
The Biden Admin would never allow Nikon to produce its products in China.
Gigaphoton will also be affected if Nikon disappears as its main business is supplying its Excimer Lasers to Nikon.
Looks like Nikon will suffer the same fate as Toshiba.
You sure? Nikon reports continually mention the ArFi sales to China
 
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