It is far more explicit than that:
It is one thing for this to come from an analyst or pundit but this is coming from the manufacturer itself.
Chinese semiconductor thread II
- Thread starter vincent
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It is far more explicit than that:
It is one thing for this to come from an analyst or pundit but this is coming from the manufacturer itself.
Yin Zhiyao of AMEC: The goal for the next 5-10 years is to cover 50%-60% of key integrated circuit equipment.
AMEC Chairman and General Manager Yin Zhiyao said at the performance meeting today that the company will continue to focus on high-end semiconductor equipment and develop more competitive equipment products; at the same time, it will actively consider promoting faster development of the company through investment and mergers and acquisitions. "In the next 5-10 years, AMEC will cover 50%-60% of the key integrated circuit equipment through independent research and development and working with partners."
This more like Bloomberg putting words in ASML mouth.
Is probably that ASML has remote servicing of EUV machines given how new and fragile the tech is and if they stop doing the machine will brick. Which give an idea how insane expensive EUV patterning is.
It's not a huge problem for China those kill switches, but it's most definitely a ball twister for TSMC. The US can pretty much go build some factories in Arizona TSMC and Samsung, if not it would be a shame if those EUV devices somehow stopped working.
Just my view:
1) If a $400M system will brick without remote access from ASML then you are in danger of a "kill switch" in all but name,
2) If remote access is required and available then there is no technical reason why a command or a series of commands (sent to firmware, drivers or any of the embedded code) crippling the system cannot be given at any time.
If you don't believe ASML will service your systems anyways or will entertain ill intentions in the coming days -- like the DUVs because of pressure from the Dutch or US government -- then the first thing you should do is to isolate your equipment from the outside net and do the long slog into breaking down and understanding the components and their servicing on your own or with a domestic company.
manqiangrexue
Brigadier
It wouldn't be a problem for us at all. When China reunites Taiwan, the euphoria will be so great, nobody will remember or care about those EUVs in TSMC and that's if they are even still competitive, which they may very well no longer be in the coming decades with the rise of Chinese lithography. We take Taiwan for the Taiwan, not for the EUV lithographs. The only reason this is even being talked about is because all Taiwan is worth to the US is semiconductor technology so they're buggin' out trying to protect that while the Chinese are looking at the people and the cities. To the Chinese, reunification is life.
On the other hand, it would be a fun hackathon challenge to see if we can trip those kill switches at random times to f with TSMC at random times just for fun!
FriedRiceNSpice
Captain
Huh, interesting to see that corporation's risk and compliance organizations now have a division for, "military conflict simulation." Can't forget to do your due diligence by running war games! Makes so much sense for ASML from a budgetary perspective considering their revenue is forecasted by expand by nearly -100% over the next decade.