Wasn't there a rumor posted here 3 or 4 years back that Huawei was dissatisfied with SMEE's progress and that it poached 1/2? of their engineers?
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Yes. Havok said this.
The entire thing makes me really annoyed at HW. SMEE and now AMIES has done backend scanner well enough for over 500 deliveries. They are not that incompetent.
At the end of the day, there has to be some separation between the chip producers, equipment makers and OEMs. Having Huawei control everything critical is not good for the long term health of China's semiconductor industry.
At the end of the day, there has to be some separation between the chip producers, equipment makers and OEMs. Having Huawei control everything critical is not good for the long term health of China's semiconductor industry.
I totally agree however I feel like the government's priority is still on domestic production and self sufficiency.
Once China's self reliance becomes more significant in areas such as advanced nodes and lithography, the government will turn their attention towards handling Huawei.
But for now, Huawei or not, the focus is on domestic progress. At least that's what I think.
Yeah agreed, I think the priority right now has to be to get the systems working as soon as possible. If that leaves Huawei with an uncomfortable amount of control over things, that's probably a necessary sacrifice for the moment. Long term problems can be dealt with in the long term.
From what I heard, SMIC is doing 7nm production with the domestic scanner. Past the trial stage.
The breakthrough allows the government to have the confidence to go after US semiconductor companies;outright banning, monopoly investigation and antidumping probe.
The breakthrough allows the government to have the confidence to go after US semiconductor companies;outright banning, monopoly investigation and antidumping probe.
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Domestic anhydrous quartz glass breaks through international standards
CNBM Quzhou Kingland Quartz Co., Ltd. fully demonstrated Kingland Quartz's technological expertise in high-end quartz materials, but also officially launched a new anhydrous quartz glass product that breaks the international monopoly, providing a new solution for the independent control of key materials in China's laser and semiconductor industries.
Anhydrous quartz glass, commonly referred to as "hydroxyl-free fused silica glass" or "anhydrous synthetic quartz glass," is a special type of quartz glass. Its key characteristic is that, through a special manufacturing method, it eliminates the absorption of water molecules. This results in excellent optical properties in the infrared spectral region, along with high purity and stability. It is widely used in fields such as optics, semiconductors, lasers, and precision instruments.
Song Xuefu stated that with an annual production capacity of 300 tons and continuous technological iteration, anhydrous quartz glass will not only prioritize meeting the needs of key domestic industries, but also plans to enter the global supply chain through international certification.
CNBM Quzhou Kingland Quartz Co., Ltd. fully demonstrated Kingland Quartz's technological expertise in high-end quartz materials, but also officially launched a new anhydrous quartz glass product that breaks the international monopoly, providing a new solution for the independent control of key materials in China's laser and semiconductor industries.
Anhydrous quartz glass, commonly referred to as "hydroxyl-free fused silica glass" or "anhydrous synthetic quartz glass," is a special type of quartz glass. Its key characteristic is that, through a special manufacturing method, it eliminates the absorption of water molecules. This results in excellent optical properties in the infrared spectral region, along with high purity and stability. It is widely used in fields such as optics, semiconductors, lasers, and precision instruments.
Song Xuefu stated that with an annual production capacity of 300 tons and continuous technological iteration, anhydrous quartz glass will not only prioritize meeting the needs of key domestic industries, but also plans to enter the global supply chain through international certification.
How much control Huawei has in the lithography field will depend on their control on the supply chain. If the relationship is like ASML and their suppliers, then they may have exclusivity when comes to acquiring critical lithography subsystems and components, limiting other companies entering the field. If not then other companies could enter the market and compete.
I think in my opinion that doesn't looks like that subsystem manufacturers have exclusivity to any company, I do think that Naura and maybe even ACMR are probably going to enter lithography field with their own systems, I-Line, KrF and maybe even dry ArF.
I think in my opinion that doesn't looks like that subsystem manufacturers have exclusivity to any company, I do think that Naura and maybe even ACMR are probably going to enter lithography field with their own systems, I-Line, KrF and maybe even dry ArF.
so far what we have seen in Lithography subsystem and parts suppliers, Huawei barely has any link with them. like U-Precision , RSLaser , Guoke , Guowang , Changchun and others.
Lithography supply chain is multi-layered with subsystem of subsystem.. Huawei can only contribute with its immense R&D but they can't control entire supply chain.
Chinese government doesn’t like exclusivity arrangements in the supply chain.