Chinese semiconductor thread II

[tphuang]

View attachment 135883

I am more encouraged about this one than some of the other because this came from CAS and CIOMP pretty late in the game. It would seem to me this might be the type of changes you make after you start testing and found some issues.
IDK, what do you guys think?

 

[spaceship9876]

I usually download as pdf file and try google translate. But Google Translate is buggy and wont translate it

You know any good extensions?

try yandex image translate:

Please, Log in or Register to view URLs content!

 

[latenlazy]

I am more encouraged about this one than some of the other because this came from CAS and CIOMP pretty late in the game. It would seem to me this might be the type of changes you make after you start testing and found some issues.
IDK, what do you guys think?

It’s a pretty standard laser modulation loop tbh. But I do agree that the kinds of problems this sort of system is meant to solve suggest they’re doing auxiliary system optimization now.

 

[tokenanalyst]

I am more encouraged about this one than some of the other because this came from CAS and CIOMP pretty late in the game. It would seem to me this might be the type of changes you make after you start testing and found some issues.
IDK, what do you guys think?

Personally I feel more encouraged seeing commercial companies entering the EUV space because that means that things are getting beyond the research stage.

 

[Phead128]

I mean, this is what I’ve been saying for years. The engineering capability is there even if the marketshare isn’t.

Advanced nodes demand massive investment, creating winner-take-all monopolies. The West misread China's low market share as engineering incapability. By sanctioning them to halt development, they handed Chinese firms a monopoly in the world's largest semiconductor market—spurring their latent potential in a way free-market dynamics couldn't achieve.

In other words, foreign competition and lack of first-mover advantage kept China's engineering capacity dormant—the very market dynamics the West conveniently eliminated for domestic firms.

 

[GiantPanda]

When I see stuff like this, just makes me wonder if stuff completely gets cut off, what spare parts can't be replaced without their help. Not the same industry but China did keep S-70 operational long after America stopped supporting them.

Keeping the S-70 alive probably created the foundation for the Z-20. All those parts needed needed to keep
the Sino Black Hawks running for decades must have been a cottage industry on their own. When the domestic project started up, a lot of the components were there.

The MD-80/90 tooling at Shanghai helped give rise to the ARJ-21.

I can bet the farm that if things get cut off, it'll simply be produced inhouse.

Foreign companies prototype in China because of the industrial eco-system that can reproduce everything.

 

[ansy1968]

Advanced nodes demand massive investment, creating winner-take-all monopolies. The West misread China's low market share as engineering incapability. By sanctioning them to halt development, they handed Chinese firms a monopoly in the world's largest semiconductor market—spurring their latent potential in a way free-market dynamics couldn't achieve.

In other words, foreign competition and lack of first-mover advantage kept China's engineering capacity dormant—the very market dynamics the West conveniently eliminated for domestic firms.

As such the western adage that behind every Chinese success there is a Caucasian sounds true.

 

[GiantPanda]

Advanced nodes demand massive investment, creating winner-take-all monopolies. The West misread China's low market share as engineering incapability. By sanctioning them to halt development, they handed Chinese firms a monopoly in the world's largest semiconductor market—spurring their latent potential in a way free-market dynamics couldn't achieve.

In other words, foreign competition and lack of first-mover advantage kept China's engineering capacity dormant—the very market dynamics the West conveniently eliminated for domestic firms.

Exactly. A prime example is Huawei, it was happy to stay on the cutting edge with TSMC chips and Android OS if the world had continue the way it did in 2018.

Huawei would have overtaken Samsung and Apple in this alternate reality. But SMIC would have remained a secondary player even in China and the country's chips eco-system would have never take off.

The entire high tech spectrum from electronics to EVs would have remained highly vulnerable to the availability of foreign chips.

The bans and tariffs created a vacuum that allowed the ascent of local firms rising most rapidly with Huawei.

 

[Wintermute]

Suspected EUV mirror displayed at the 25th China International Optoelectronic Exposition (CIOE)

 

[ansy1968]

The bans and tariffs created a vacuum that allowed the ascent of local firms rising most rapidly with Huawei.

Also it dwell on our culture, we're chauvinistic, we value face and dignity. We had the capacity to eat a lot of bitterness just to prove a point.

The Huawei episode had awoken my sense of being Chinese, It likes our motherland is being attack and I have to do something to help. I think all of us here share the same feeling, the reason I join this forum to educate myself and to broaden my perspective.