Chinese semiconductor industry

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FairAndUnbiased

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Interesting to see that AMEC is competing toe to toe against American and Japanese companies.

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It is expected for AMEC and Naura to be strong in epitaxy tbh.

China has always been strong in chemistry (which is what epitaxy, etch and deposition is). Expect AMEC and Naura to start taking Lam and AMAT market share here too soon.

Lithography is the big one because it isn't chemistry like every other semiconductor process, it is optics and mechanics.
 

tokenanalyst

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It is expected for AMEC and Naura to be strong in epitaxy tbh.

China has always been strong in chemistry (which is what epitaxy, etch and deposition is). Expect AMEC and Naura to start taking Lam and AMAT market share here too soon.

Lithography is the big one because it isn't chemistry like every other semiconductor process, it is optics and mechanics.

Of course you are correct, even thought China is the 3rd country in the world capable of making DUV lithography machines, the market is monopolized by ASML in the (FEOL) . I think SMEE is pretty strong in the area of lithography machines for ic packaging (BEOL), even before the sanctions. Hopefully after the sanctions it will also become strong in the (FEOL) area too.
 

pmc

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China is already more advanced than EU in process alone. Best EU fabs are 20/22 nm. SMIC is 14 nm. EU has some incumbent automotive fabs like Infineon though, and a strong equipment industry.
Intel Ireland is 14nm. They are bringing mass production 7nm to Ireland soon as engineers are trained on it.

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FairAndUnbiased

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That is past. now EU rules dictates business. i even think that ASML will give priority to new Fabs in EU continent.
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Very interesting. This means SMIC has some competition in EU though not for 7 nm. Intel Foundry Services is still quite new. While Intel is an IDM master, foundry is a whole new game for it.
 

gadgetcool5

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Why is Intel investing in Europe and not the US, if the US is so concerned about semiconductor nationalism? It seems the US paranoia is only directed against Asian companies, even if they are from supposed allies like South Korea. What this really is is a form of White technological nationalism. But Japan, South Korea and Taiwan refused to acknowledge this because that would imply the unthinkable -- that their natural allies are the Chinese and not the Americans.
 

dfrtyhgj

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Why is Intel investing in Europe and not the US, if the US is so concerned about semiconductor nationalism? It seems the US paranoia is only directed against Asian companies, even if they are from supposed allies like South Korea. What this really is is a form of White technological nationalism. But Japan, South Korea and Taiwan refused to acknowledge this because that would imply the unthinkable -- that their natural allies are the Chinese and not the Americans.
It's racism. Nothing more, nothing less.
 

Topazchen

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Why is Intel investing in Europe and not the US, if the US is so concerned about semiconductor nationalism? It seems the US paranoia is only directed against Asian companies, even if they are from supposed allies like South Korea. What this really is is a form of White technological nationalism. But Japan, South Korea and Taiwan refused to acknowledge this because that would imply the unthinkable -- that their natural allies are the Chinese and not the Americans.
Intel is investing bigly in the US with several fabs planned. I don't know where you got the info that they are not investing in their home country.
 
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