CEO of ASML like Jensen Huang of Nvidia are doing corporate speak to apaciguate the China stooges Hawks to keep the huge Chinese market open to their products. The irony is...they are kind of right.ASML CEO: Better for China to be dependent than independent. Second-class citizens? (English caption available)
I can't wait to see the face of those morons when China's lithography machines start rolling out.
Without US export controls and the blacklisting of companies like Huawei, the China semiconductor industry thread would had be A LOT shorter.
The idea of companies like SMIC and YMTC using domestic lithography equipment or some domestic processing equipment it would have been seen as crazy.
Nobody would have consider the idea of domestic GPUs for anything that is not niche.
The Big Fund would have been no so big. Most of the money would go more into third generation semiconductors, displays and power electronics.
SMIC would may or may not reached 5nm, personally I think yes, but given that they would have a lack of clients due big Chinese design houses like HiSilicon still fabbing their chips in TSMC and making a huge investment in EUV very risky.
Most China electronic companies like Huawei would be sourcing most of their components, like RF chips and network chips from US companies, paying premium instead of using domestic sources or making their owns.
Huawei would have NEVER enter into semiconductor manufacturing without US sanctions. Huawei entering semiconductor manufacturing was the best thing that ever happened to China semiconductor industry.
A term that I used to use is that China semiconductor industry was big but disjointed, growing but moving slow or nowhere, export controls and even the fear of export controls created some kind of market glue that make the different components of the industry to collaborate between each other and buy each other products. Ironically making the industry to move forward.
Chinese semiconductor industry
China Graft Probes Stem From Anger Over Failed Chip Plans Source: Bloomberg - Are you a robot? Non paywall: https://archive.ph/EupEj You posted this in the work news section? Why are you posting this again? To make yourself feel good about the news?
www.sinodefenceforum.com