Any news on SMEE DUV 28nm? When it can be completed? 2022? 2023? We need 7nm faster now. SMIC now still stuck at 14nm since mid-last year. why? This is a bad sign man.
@Annihilation98 bro for your perusal, hope this help.
from iNEWS a mainland publication
Bill Gates' worries may become a reality, ASML has frequently shown favors to China, which has explained everything
2021/08/08 00:16:56 HKT
After Huawei fell into the chip crisis, "surviving" became the main goal for the next few years. Affected not only Huawei, all of China's chip industry, and even the entire chip market are completely in chaos. As the center of the chaos in the chip market, all semiconductor companies in my country actively responded to the challenge and introduced relevant strategies to break through the blockade of chips.
So far, my country's semiconductor industry has also sent countless good news. The successful mass production of 14nm chips and the risky trial production of 7nm chips, major breakthroughs in carbon-based chips, optical chip concepts, and breakthroughs in etching machines have followed one after another. Foreign media marveled at China. There are also deep concerns about speed at the same time.
Bill Gates' fears may become a reality, and ASML's frequent goodwill to China has already explained everything. World-renowned entrepreneur Bill Gates once said: Blindly suppressing the beautiful country will only promote China to accelerate the realization of semiconductor autonomy, and then change the layout of the global semiconductor industry. While the beautiful country loses its semiconductor dominance, it will also cause countless people to lose their jobs.
It now appears that Bill Gates' concerns are gradually becoming reality. Not long ago, Peter Wen, CEO of ASML, the world's most advanced lithography machine manufacturer, made his judgments on the semiconductor industry and his friendly attitude to my country. The warnings and concerns of Bill Gates were confirmed.
Lithography machine is the most critical equipment for chip manufacturing. The main reason why our country lags behind is because of the limitation of lithography machines. As my country's largest wafer foundry, SMIC has been unable to break through the 7nm high-end chip production process for a long time, largely because of the lack of EUV lithography machines.
The reason why TSMC and Samsung are able to occupy almost all the high-end chip markets in the world is also because the two of them have almost all EUV lithography machines in their pockets. Currently EUV lithography machines are only provided by ASML in the Netherlands.
A long time ago
, SMIC had spent US$150 million to order an EUV lithography machine from ASML. However, today, with the obstruction of the beautiful country, this order has long since disappeared. But despite this, ASML is also providing lithography machines for China as much as possible. Especially recently,
ASML has once again expressed a friendly attitude to China, and successfully sold 11 lithography machines to SMIC in the first quarter of 2021 . Of course, these 11 lithography machines are all DUV lithography machines. ASML, a well-known Dutch lithography machine company, has frequently shown good to China and confirmed Bill Gates' concerns. ASML further stated that once the technical restrictions on China's high-end lithography machines are released, ASML will provide assistance as soon as possible. So why is ASML so willing to help China?
First of all, because of the achievements of the Chinese semiconductor industry in the past year or so, ASML has felt a huge challenge. The continuous breakthrough of technical problems makes ASML not daring to guarantee that in the future, it will still have its own high-end lithography machine supplier. Based on the current breakthrough speed of China's chips, Peter Wen said that in the
next 15 years, China's semiconductors will make a complete breakthrough, and then be able to produce all the goods they need . So by this time, ASML is bound to face huge losses.
The second is the most fundamental interest drive. In 2020, my country's chip imports amounted to trillions of dollars, making it the world's largest semiconductor importing country. This undoubtedly proves that China has a huge consumer market and the demand for chips is enormous. Although ASML does not produce chips, it does produce chip manufacturing equipment. On the road to localization of Chinese chips in the future, the demand for chip manufacturing equipment will inevitably be huge. If we are at odds with us at this time, it will be difficult for the Chinese market to have a foothold in the future.
Finally, it is because ASML has encountered technical difficulties, and it will take at least 5 years to make a further breakthrough. In our country's plan
, the chip self-sufficiency rate will reach 70% in
2025. If we enter the market by then, everything will be too late. Nowadays, my country's successive breakthroughs in the field of chips have never failed to provide breakthrough ideas for them. After all, most of the top semiconductor talents in Silicon Valley are Chinese.
Of course, although ASML continues to show a friendly attitude to China, it still cannot help us with high-end lithography machines. Because the key parts of the production technology of the lithography machine are all in the hands of beautiful country.
And now many semiconductor companies, including SMIC, have expanded their 28nm and other mid-end process chip production lines. ASML's DUV lithography machine is not yet within the limits of a beautiful country. Now is an excellent time for him to make money.
Although ASML continues to release friendly signals to us, we still have to remember that
only we can be reliable at any time, and that the technology is in our own hands is the most reliable. In the face of ASML's positive comments, we should speed up the research speed and strive to break through the chip predicament as soon as possible.