Chinese semiconductor thread II

J

jx191

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Michael90 said:
Ydah , i think that will be a big issue for China. Afterall, they still import alot semi conductor equipment from US allies in europe, Taiwan, Japan and south Korea. China still needs a couple of years for her semi industry to fully mature and be self sufficient. That's why im not sure why the government has taken those strong steps of restrictions on rare earth metals this time, when the country still needs semiconductor equipments and products from abroad.
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If they feel confident in striking hard with rare earths, there has to be a reason behind it.

I've seen some speculation about China's DUVi gearing up for serious action, giving the Chinese government confidence to be harsh with RE.

The fact that they are being aggressive is a clear sign that something has happened recently which is giving the Chinese semiconductor industry a huge amount of confidence.
 
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tphuang

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https://twitter.com/i/web/status/1976964717869776949

Gallium grades for different purity level. Note here that you need to be at 8N purity level to be used in GaN epitaxy. Given that we are seeing huge Ga transshipment going on through Europe, an important question to ask is why it has not been included in the list of minerals for order 61. Will it and ge get its own export control upgrades?
 
siegecrossbow

siegecrossbow

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The new rules would require businesses that make most chips to obtain an export license to sell them anywhere in the world. That means the rules could apply to companies like Taiwan Semiconductor Manufacturing Company, which makes most of the world’s advanced logic chips, and SK Hynix and Samsung, the South Korean makers of memory chips.
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