Definitely. That Reuters article is reporting on rumours and small bits of evidence all piled into one big headline.
If they knew what they were talking about, they'd realize that Chinese EUV has come a long way.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
If they knew what they were talking about, they'd realize that Chinese EUV has come a long way.
They are still in the experimental phase, currently conducting Proof-of-Principle Phase 2. The equipment was delivered to Metrology Light Source (MLS) in Berlin, with the goal of running by this quarter. We should be hearing more around 3-12 months regarding experimental verification.
Picture taken from , page 120, to illustrate the goal of PoP Experiments.
In regard to facility in China, I believe they are under construction as it was recently approve.
construction has completed. now equipment installation is underway.
''Equipment procurement for the Steady-State Microbeam (SSMB) EUV Light Source Laboratory in Xiongan has begun''
huge shortage in NAND supply chain. Big px increase coming up for YMTC. They are going to have money to really increase production.
Article here about 华辰芯光 (huachen optoelectronics) using IDM approach for laser chips to be used in AI and space. It now has designed capacity of 20 million high power CW (continuous wave) laser chips. It's goals is realizing contactless FAB manufacture of 6-inch GaA and 4-inch InP chips. It has goals of adding more plant locations to increase production to 100 million per year to supply AI, satellites, military and Lidar markets.