What these guys don’t get is that China’s own successes are what’s really informing western observers. Not every western observer is going to stay dumb when China keeps defying prediction after prediction. It’s actually more surprising how many have stayed obstinate in their refusal to see what’s already been made obvious.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Because the problem is not how much math you use but how logically rigorous and testability focused your thinking is. It’s not mathiness that makes the hard science objective and unbiased. It’s the fact that if the hypothesis is wrong you literally cannot do what you are claiming. Reality gets to spit you in the face in unavoidable ways. With human related phenomena unfortunately people will believe their own bullshit to the end.
Looking at the picture, it seems the name marked on the equipment is
The Chinese name 德龙 seems to be the same also for coffee machines. Correct pronunciation of the latter is "De" with 'De' like in "DEnsity", "Long" like in "LONG" and "hi" like in "In" ('h' is not pronounced) -> DEnsity + LONG + In
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AssassinsMace
Lieutenant General
China's lithography machine import situation in the Netherlands in 2023: a year-on-year increase of 183.8%, ranking among the top three imports in Shanghai, Hubei and Beijing
If we assume the units installed since 2015 are still running (as is normal), then the installed base of ASML machines alone in China is confirmed to be around one thousand units!
China imported a total of 225 ASML units in 2023 alone.
This is a detailed table (that I translated with Google) with the number of ASML machines imported in 2023 per area. Source is official China Customs administration.
Qianghua Co., Ltd.’s integrated circuit core equipment new material production base project capped
Jiweiwang news, recently, the capping ceremony of Qianghua Co., Ltd.'s "Integrated Circuit Core Equipment New Materials Production Base Project" was held in Shanghai Lingang Industrial Zone.
Shanghai Qianghua Industrial Co., Ltd. (hereinafter referred to as "Qianghua Co., Ltd.") is an enterprise with more than 20 years of experience in quartz processing and is mainly engaged in the research, development, production and sales of high-purity, high-precision quartz material products.
Quartz products are indispensable parts and consumables for key equipment and processes throughout the integrated circuit chip process. It is reported that Qianghua Co., Ltd. has now become the core supplier of quartz devices to domestic first-tier integrated circuit manufacturers such as SMIC and Northern Huachuang.
Qianghua Co., Ltd.'s Lingang project mainly produces 8-inch to 12-inch high-purity, high-precision quartz devices and other related silicon-based devices. The project acquired the land in March 2023 and started construction in July of the same year. It took less than a year from land acquisition to capping.
very good breakdown, if you look at rest of the article, it shows just huge amount of stocking up happening in 2023. They really rushed through about 2 and half years worth ASML machines. In reality, most of the fabs in China can still import NXT1980i, but who knows how long that will last