Is it the leading one or is any other project further ahead??
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Difficult to know. But these more modern EUV pilots lines date back to 2022 in some documents or earlier. Beijing, Shanghai and Shenzhen with Huawei. Also is highly probably that the hardware is shared between them like for example U-Precision Maglev wafer stages, EUV optical systems, anti-Vibration systems, vacuum systems and so on.
Well you can't blame western experts, officials and intellectuals . Many dont really know what's happening on the ground in China as much as one might expect also because of the language barrier. Not many people will go into looking at every detail Chinese local news/media to find detailed information about china's tech projects every day. The language alone is a big impediment for them but a boon for China, since China can have more knowledge of what is happening in the West than vice versa. English being the worlds language helps in this regard.
From following the forums, I haven't seen any rumors of a working EUV chip from China yet. I'd love to be wrong, but we should be cautiously optimistic to avoid false expectations. We'll probably hear more about it by 2026-2027; that's my hope, anyway.
Look at the date, and notice we're 12 month from "start of 2025" in the Reuters article while only 2 weeks from 2026.
It's impressive how these articles on topics/technologies/systems like this follow the stages of grief.
Denial - "it's not real, it can never be achieved"
Anger - "how dare they think they can even try to make an attempt? They'll just fail anyway"
Bargaining - "if they have a product, they are bottlenecked by using foreign technologies or subsystems, or it is reverse-engineered, or the domestic systems they have will never be ready or will always be inherently inferior for some reason" (this phase tends to be the longest and most drawn out, and we are at the early stage of bargaining for EUV, partly dependent on the limited competence/literacy of foreign awareness of actual PRC EUV efforts)
Depression - "it wasn't that important anyway"
Acceptance - to be honest I don't think I've seen this stage be reached yet for any type of technology/system capability
I suspect we are going to suffer a relentless onslaught of "it's an inferior garbage copycat" narratives for a decade minimum once adoption happens.
Please take note this doesn't indicate the latest progress.
How old are these slides.