Chinese semiconductor thread II

[tphuang]

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Huawei looking to go global again. Mate X6 set for 30 markets globally.

At its flagship "Unfold the Classic" event in Dubai, Huawei unveiled a range of new products, including the Mate X6, Nova 13 series, FreeBuds Pro 4, FreeClip Rose Gold, and the MatePad 11.5.

Now, think about all the chips you need for their major Kirin expansion this year domestically where even entry level Enjoy phones will be using Kirin 5G chips.

They are clearly not short on access to 7nm capacity.

But you would never know that they got all that Ascend chips produced by TSMC or access to all this SMIC 7nm capacity if you saw the recent AI chips restrictions.

 

[JPaladin32]

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Huawei looking to go global again. Mate X6 set for 30 markets globally.



Now, think about all the chips you need for their major Kirin expansion this year domestically where even entry level Enjoy phones will be using Kirin 5G chips.

They are clearly not short on access to 7nm capacity.

But you would never know that they got all that Ascend chips produced by TSMC or access to all this SMIC 7nm capacity if you saw the recent AI chips restrictions.

I do wonder what their plan is for the software ecosystem. I've been using Huawei phones in Europe for years and I know how to get functioning Google services (and it's super easy now) but I doubt an average consumer would know.

Also, even if we ignore the Google problem, do they plan to maintain two OSes, one being the Android-based HarmonyOS and the other being HarmonyOS Next, in the future? I cannot upgrade to Next at the moment in Europe, but maintaining two OSes is certainly a huge amount of work.

 

[tphuang]

So they are apparently reporting on this on cctv.

 

[tonyget]

View attachment 143708
So they are apparently reporting on this on cctv.

I think this should be in "News on China's scientific and technological development." thread

 

[tphuang]

I think this should be in "News on China's scientific and technological development." thread

well, generally speaking here we care about EUV lithography development.

I'm not sure how much EUV attosecond laser beam line progress relates to lithography development or how much it implies their progress, so I post it here.

 

[ansy1968]

@BlackWindMnt and @european_guy looks like the Dutch had never intended to follow Brandon directive....lol

In a report sent by the Foreign Ministry to parliament in November, the Dutch government said that China was the sixth largest destination for Dutch "dual use" goods, with 253 million euros ($262 million) worth in 2023, slightly behind Switzerland.
However, China would have been first ahead of Taiwan, South Korea, the U.S. and Britain if ASML's "dual use" sales had been included, according to Reuters calculations.

CHYNA!!!! CHYNA!!!! CHYNA!!!!....LOL I'm seeing about 50 to 100 units of NXT2050i AND 2100i Being export to Beijing from 2023 to the present.

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1 hour ago — The Dutch government excludes billions of euros of sales by technology company ASML to China from disclosures on sensitive goods exports, ...

 

[ansy1968]

My brother @sunnymaxi, from the looks of things by early 2026, China will stop buying ASML DUVL machine as they had already stock up on advance DUVL machine , anything below NXT2050i will not get any order as the Chinese had an analogous equipment in SSA800A. And also aside from the expected EUVL in 2025 we may see an advance DUVL iteration (SSA900A) being mass produced in 2026. So the expected 2 years window for ASML to profit in the China Market will finally come to end.

 

[european_guy]

@BlackWindMnt and @european_guy looks like the Dutch had never intended to follow Brandon directive....lol

In a report sent by the Foreign Ministry to parliament in November, the Dutch government said that China was the sixth largest destination for Dutch "dual use" goods, with 253 million euros ($262 million) worth in 2023, slightly behind Switzerland.
However, China would have been first ahead of Taiwan, South Korea, the U.S. and Britain if ASML's "dual use" sales had been included, according to Reuters calculations.

CHYNA!!!! CHYNA!!!! CHYNA!!!!....LOL I'm seeing about 50 to 100 units of NXT2050i AND 2100i Being export to Beijing from 2023 to the present.

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1 hour ago — The Dutch government excludes billions of euros of sales by technology company ASML to China from disclosures on sensitive goods exports, ...

ASML new CEO is playing a game of hide & seek with US administration.

Recently he said that in 2025, ASML sells to China will drop heavily, he also said that there will be new license required for a wider scope of machines, etc..

This was needed to keep US calm and refrain from extreme unilateral decisions, like banning ASML altogether. In theory they cannot, but in practice they can and they did already last year for DUVi. Holland, like Europe, is under US sovereignty, so they cannot confront US face on...they have to play a little bit and proceed by sidesteps.

So the play of ASML and especially of Dutch government is to posture themselves as China hawks...IMHO this is just cinema.

In a few months we will see the real numbers of ASML on China market in 2025....

The bottom line, and the reality is that ASML has big interests in continue selling to China, while US administration, they "think" their interest is for ASML do not sell anything to China.

 

[BlackWindMnt]

@BlackWindMnt and @european_guy looks like the Dutch had never intended to follow Brandon directive....lol

In a report sent by the Foreign Ministry to parliament in November, the Dutch government said that China was the sixth largest destination for Dutch "dual use" goods, with 253 million euros ($262 million) worth in 2023, slightly behind Switzerland.
However, China would have been first ahead of Taiwan, South Korea, the U.S. and Britain if ASML's "dual use" sales had been included, according to Reuters calculations.

CHYNA!!!! CHYNA!!!! CHYNA!!!!....LOL I'm seeing about 50 to 100 units of NXT2050i AND 2100i Being export to Beijing from 2023 to the present.

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1 hour ago — The Dutch government excludes billions of euros of sales by technology company ASML to China from disclosures on sensitive goods exports, ...

I told you bro, Dutch people will find a way to do business. They love money to much to let tens of billions go away.

 

[tokenanalyst]

View attachment 143708
So they are apparently reporting on this on cctv.

For know is more for material science than litho but still interesting, you literally can see electrons move with this lasers.

The construction of the Advanced Attosecond Laser Facility, a major national scientific and technological infrastructure, officially started in Dongguan, Guangdong on January 10. After completion, the facility will provide strong support for multidisciplinary frontier basic research and industrial applications in physics, chemistry, materials, information, biomedicine, etc.

Attoseconds are the shortest time scale that humans can currently master, with 1 attosecond being only one billionth of a second. Using attosecond laser pulses, scientists can track, measure, and manipulate the movement of electrons, just like using an "ultra-high-speed camera" to capture the "dynamic image" of electrons.