That would be absolutely horrible for US companies and the semiconductor industry in general, half of US companies revenue come from China, so if either US order to cut or the Chinese government ban them from selling, US companies would have to downsize pretty fast, they will have to close factories, cut orders, R&D and it will pretty bad. Not to mention the crash in stock prices.I just pray that US just do a blanket ban which forbid all chips and tools coming to China to see who is the one to survive. The new ban is just the same trick with more names.
Yin Zhiyao said that from the perspective of equipment, he did not see any bottlenecks (in the high-end field), and there were no technical obstacles that could not be overcome. We still have to grit our teeth and patiently work on it step by step, and we will definitely do it well. "In fact, many people misunderstand that the etcher we make includes 5-nanometer etcher, 3-nanometer etcher, and 14-nanometer etcher. This is a wrong concept. In fact, we have the same design, of course there are some improvements and upgrades, and it is no problem to go from 45 nanometers to 2 nanometers. But there are some refinement processes. I don't see any technical obstacles that cannot be overcome. So again, we have to grit our teeth and patiently work on it step by step, and we will do it well."
ASML outright said it on Bloomberg. They will ship DUV inspite of restrictions.It also wouldn't shock me if behind closed doors, ASML made clear that they will create de-Americanized versions of the machines for the Chinese market alone.
If only they had been so protective of their profits regarding Chinese orders of EUV all those years ago.ASML outright said it on Bloomberg. They will ship DUV inspite of restrictions.
Isn't NXT2050i and NXT 2100i a Chinese specific machine? From what I can deduced it's a result of the non delivery of already paid EUVL.It also wouldn't shock me if behind closed doors, ASML made clear that they will create de-Americanized versions of the machines for the Chinese market alone.