Chinese semiconductor thread II

gelgoog

Lieutenant General
Registered Member
IPO = bosses are getting their financial freedom = those started the company and being driving the company's growth are going to get their money and leave = the company will go down the hill from there
That is not how it typically works in China. The IPO money is used to finance corporate expansion.

Netherlands plans to limit ASML’s ability to repair and maintain its semiconductor equipment in China
China should respond by invalidating all of ASML's patents.

China should also forbid any Chinese companies from setting up their European HQ in the Netherlands. The Netherlands gets their income by operating as a giant tax heaven corporate scam.
 
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ansy1968

Brigadier
Registered Member
Netherlands plans to limit ASML’s ability to repair and maintain its semiconductor equipment in China
JUST DO IT!!!! these threats are getting old and a sign of desperation,. There are 2,000 ASML technician in China, Huawei and other Chinese companies had develop components that can be used on ASML DUVI (an example is RS LASER or even Gigaphoton can be used and replace those parts) , plus SMEE SSA800A is being mass produce, so will these frighten the Chinese, tell that to the Marines....lol
 

sunnymaxi

Captain
Registered Member
JUST DO IT!!!! these threats are getting old and a sign of desperation,. There are 2,000 ASML technician in China, Huawei and other Chinese companies had develop components that can be used on ASML DUVI (an example is RS LASER or even Gigaphoton can be used and replace those parts) , plus SMEE SSA800A is being mass produce, so will these frighten the Chinese, tell that to the Marines....lol
literally zero impact, i repeat zero impact.. JUST DO IT!!!! but i still have doubts as ASML recently hire new engineers for China branch..

we right now have many options like SMEE suppliers, CIOMP ,Huawei talent and other firms to repair/maintenance existing Lithography..
 

gelgoog

Lieutenant General
Registered Member
SMEE needs competition. China should at least have two lithography vendors.

Their lithography tools still seem to have no major wins except in packaging. Compared with the success of other semi tools vendors in China SMEE is kind of disappointing.
 

sunnymaxi

Captain
Registered Member
SMEE needs competition. China should at least have two lithography vendors.

Their lithography tools still seem to have no major wins except in packaging. Compared with the success of other semi tools vendors in China SMEE is kind of disappointing.
you are right in this regards. China should have one more firm in this category just like in other tools..

1. SMEE didn't take participate in Lithography bidding up until last year. as they were not ready due to verification of machine and serial production preparation..

2. one good decision by the authority. SMEE is not responsible for EUV lithography.. so they have only responsibility. that is ''DUV''

3. in near future China will have two different institutes in lithography segment..

SMEE in DUV

CIOMP/SIOMP in EUV
 

chgough34

Junior Member
Registered Member
These attempts are beginning to resemble CIA’s plans for assassinating Castro.
The article itself mentions that it was due to a leadership change in the Netherlands - “
The Dutch company’s chip-making equipment, the most advanced in the industry, is sold with maintenance agreements that are essential to keep them running. Withdrawing such support could render at least some of them inoperable as soon as next year.
ASML and the Dutch foreign trade ministry declined to comment.
The Dutch government’s decision comes after some pressure from the US. A senior Biden administration official said the US government had raised the possibility of imposing certain unilateral measures on partner countries, including what’s known as the foreign direct product rule, if those allies didn’t agree to align their China controls with the US.

The rule, also known as FDPR, allows American officials to control the flow of foreign products built with even the smallest amount of US-originated technology. The most important countries for chip-making equipment, in addition to the US, are the Netherlands, Japan and South Korea. Bloomberg News
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previously that the Biden administration threatened the use of the FDPR to get allies to come on board.
The Dutch government under former Prime Minister Mark Rutte resisted US pressure to add restrictions on servicing, arguing for more time to evaluate the impact of export bans on high-end chip-making equipment.
The new government headed by Schoof, a former spy chief, has signaled a wary approach to China. The Netherlands has to be “very careful” in talks with Beijing over national security, he told Bloomberg News in an interview this month.”
 

chgough34

Junior Member
Registered Member
SMEE needs competition. China should at least have two lithography vendors.

Their lithography tools still seem to have no major wins except in packaging. Compared with the success of other semi tools vendors in China SMEE is kind of disappointing.
Yup. The export controls are multifaceted - not only are they about denying the most obvious technology, they also reduce technology transfer through more tacit forms (ex., engineers from the Netherlands going to China to transfer implicit knowledge), they reduce competition within China’s wafer fab equipment market and create rent seekers, and they create a chilling effect on trade/investment on all stripes of corporates even when legal
 

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
Yup. The export controls are multifaceted - not only are they about denying the most obvious technology, they also reduce technology transfer through more tacit forms (ex., engineers from the Netherlands going to China to transfer implicit knowledge), they reduce competition within China’s wafer fab equipment market and create rent seekers, and they create a chilling effect on trade/investment on all stripes of corporates even when legal
If I just banned you from Chinese Economics thread, what makes you think I will take it easy on you in this thread, which is the most moderated thread on SDF?

Be careful what you say here.
 
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