Chinese semiconductor thread II

[def333]

There's one. And it's at Shanghai.
I will give you the name next time

Only SMEE, CAS, and CETC have real capability.

 

[interestedseal]

There have been a lot of “then nothing” over the last 2-3 years. Either it was all hype or it’s opsec

I’d say good opsec. Those are the fabs alluded to but unnamed in that FT article today

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[LanceD23]

Only SMEE, CAS, and CETC have real capability.

BS
Do you know 上海宇量?
Huawei is doing EUV. Not SMEE, not CAS, not CETC.

 

[latenlazy]

BS
Do you know 上海宇量?
Huawei is doing EUV. Not SMEE, not CAS, not CETC.

There’s more than one EUV project.

 

[PopularScience]

BS
Do you know 上海宇量?
Huawei is doing EUV. Not SMEE, not CAS, not CETC.

宇量昇is joint venture between huawei and SMEE.

 

[jx191]

There’s more than one EUV project.

I wonder which one is the most developed, we don't really hear from them all that much. Any ideas?

 

[horse]

I suspect this is bogus information.

Yeah, that was what I exactly thought too, I thought it was all fake that news item.

They were fishing for information. People who know, will not talk to the Financial Times, because they will not talk to them.

Guess it is going to be another surprise attack!

 

[AsuraGodFiend]

Yeah, that was what I exactly thought too, I thought it was all fake that news item.

They were fishing for information. People who know, will not talk to the Financial Times, because they will not talk to them.

Guess it is going to be another surprise attack!

Suprise attack what's does that mean?

 

[horse]

Just speaking metaphorically.

Chill out comrade.

 

[latenlazy]

I wonder which one is the most developed, we don't really hear from them all that much. Any ideas?

The most conservative approach, LPP with CO2 laser, is *probably* the most developed. I get the impression that LPP with solid state fiber laser has been kicked to the back burner to resolve some optimization challenges with the tin excitation mechanics (shorter wavelength laser, different emissions profile from the tin). That said the latest *Huawei specific rumor* seems to suggest they’re trying to speed run to an LDP device. But the veracity of those rumors remain to be seen imo. Changchun seems to have continued refining their DPP light source but it doesn’t seem to be a primary candidate for first commercial use. Just my two cents on the matter.