Chinese semiconductor industry

[FairAndUnbiased]

Japan is about to murder its IC equipment industry

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China fears Japan’s chipmaking curbs go further than US restrictions​

New export rules could encompass equipment for making older-generation semiconductors

China’s semiconductor industry fears Japanese curbs on exports of crucial chipmaking equipment will be so broad that they risk hitting its production of lower-grade silicon, used in everything from cars to washing machines. Tokyo has said it intends to put restrictions on exports of 23 types of crucial chipmaking equipment from July, as it aligns itself with the US and the Netherlands in implementing sweeping export controls that could limit China’s access to cutting-edge chips.

However, Chinese industry executives who have examined the fine print of the intended rules say they could potentially go further than the US in restricting China’s ability to make semiconductors. “Japan’s export controls will be more disturbing to China than Washington’s sanctions last year,” said a Chinese chip factory executive, who did not wish to be named.

However, Japan’s specifications encompass chips as basic as 45nm, in export controls for equipment such as that used in immersion lithography provided by Nikon, because some of the technology can be essential in producing advanced chips.

A Chinese government official who works closely with chipmakers said the Dutch lithography giant ASML only expected restrictions on machines that produced advanced chips, while its smaller rival Nikon would face more extensive limits in Japan.

One person close to ASML said the company was still awaiting final details from the Dutch government, which is expected to spell out its restrictions by mid-July.

“What the Japanese government is saying is that they will require licences for everything — whether they grant those licences or not is the question . . . the Japanese are further ahead than us,” the person said.

“We are concerned about whether the US and Netherlands governments will issue export controls as strict as Japan’s,” said a government official working closely with Chinese fabrication plants.

Nikon is dead man walking. They have no new customers now. They're already selling only single digit tools and surrendered 90% market share to ASML.

 

[Deleted member 24525]

Japan is about to murder its IC equipment industry

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China fears Japan’s chipmaking curbs go further than US restrictions​

New export rules could encompass equipment for making older-generation semiconductors

China’s semiconductor industry fears Japanese curbs on exports of crucial chipmaking equipment will be so broad that they risk hitting its production of lower-grade silicon, used in everything from cars to washing machines. Tokyo has said it intends to put restrictions on exports of 23 types of crucial chipmaking equipment from July, as it aligns itself with the US and the Netherlands in implementing sweeping export controls that could limit China’s access to cutting-edge chips.

However, Chinese industry executives who have examined the fine print of the intended rules say they could potentially go further than the US in restricting China’s ability to make semiconductors. “Japan’s export controls will be more disturbing to China than Washington’s sanctions last year,” said a Chinese chip factory executive, who did not wish to be named.

However, Japan’s specifications encompass chips as basic as 45nm, in export controls for equipment such as that used in immersion lithography provided by Nikon, because some of the technology can be essential in producing advanced chips.

A Chinese government official who works closely with chipmakers said the Dutch lithography giant ASML only expected restrictions on machines that produced advanced chips, while its smaller rival Nikon would face more extensive limits in Japan.

One person close to ASML said the company was still awaiting final details from the Dutch government, which is expected to spell out its restrictions by mid-July.

“What the Japanese government is saying is that they will require licences for everything — whether they grant those licences or not is the question . . . the Japanese are further ahead than us,” the person said.

“We are concerned about whether the US and Netherlands governments will issue export controls as strict as Japan’s,” said a government official working closely with Chinese fabrication plants.

What exactly do they think they're doing? China is technologically self sufficient in 45-28 nm save for lithography. This is a capacity issue not a technology one. I hope this is exaggerated because if not it's just legit pointless.

 

[horse]

Japan is about to murder its IC equipment industry

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China fears Japan’s chipmaking curbs go further than US restrictions​

New export rules could encompass equipment for making older-generation semiconductors

This seems to be disinformation, and completely fake news.

It is about what could happen.

Yet, no one really wants to talk too much in the American media about what did happen today.

Funny Stuff Thread.... to loosen your day

Meloni didn't want to be in the same photo as Zelensky? https://www.reuters.com/world/europe/italys-meloni-leave-japan-g7-day-early-tackle-floods-crisis-home-sources-2023-05-20/

www.sinodefenceforum.com

 

[ansy1968]

This seems to be disinformation, and completely fake news.

It is about what could happen.

Yet, no one really wants to talk too much in the American media about what did happen today.

Funny Stuff Thread.... to loosen your day

Meloni didn't want to be in the same photo as Zelensky? https://www.reuters.com/world/europe/italys-meloni-leave-japan-g7-day-early-tackle-floods-crisis-home-sources-2023-05-20/

www.sinodefenceforum.com

Well bro they need a story for Nikon eulogy.

 

[Quickie]

I'm new to the nomenclature, does advanced mean mature nodes or newer ones?

"Advanced" in the context of technology implies newer by the definition of the word.

I think Micron was a part/whole that have lobbied American politicians that attacked/forced Apple to stop using YMTC nand for Chinese Iphones. And this is just China's retaliatory move against Micron.

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That's what I believed happened. This is not like the company has to follow the dictate from the USG. This is the company taking its own initiative to punish Chinese companies and businesses as a further extension of its government policies, to impress its masters in Washington.

 

[european_guy]

Japan is about to murder its IC equipment industry

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China fears Japan’s chipmaking curbs go further than US restrictions​

A Chinese government official who works closely with chipmakers said the Dutch lithography giant ASML only expected restrictions on machines that produced advanced chips, while its smaller rival Nikon would face more extensive limits in Japan.

This is the only piece of useful info: ASML is still resisting on not giving-up the entire DUV immersion line. This is a good news.

As of today, only the banning of litho machines can have a real impact on Chinese semi industry, and it seems US (finally) realized it. Luckily for China, US has no litho companies.

Any other type of tool can be localized for 28nm and in some cases even more advanced nodes. Also materials (chemicals and wafers) are more or less there for 28nm, just the volumes still need to be ramped up. They may not be as reliable or performant as foreign tools / materials, but they work, and this is the important thing in a market that is today driven by geopolitical rules more than economic / commercial ones.

Financial Times is of course following its narrative, not reality. My take at it is that US is pushing (behind the scenes) Japan to ban the full immersion litho line, to get them another leverage for negotiations with ASML/Dutch government, that evidentially is resisting on this very critical point.

FT presents it as it is an independent idea of Japan, of course this is just laughable.

 

[bzhong05]

This is the only piece of useful info: ASML is still resisting on not giving-up the entire DUV immersion line. This is a good news.

As of today, only the banning of litho machines can have a real impact on Chinese semi industry, and it seems US (finally) realized it. Luckily for China, US has no litho companies.

Any other type of tool can be localized for 28nm and in some cases even more advanced nodes. Also materials (chemicals and wafers) are more or less there for 28nm, just the volumes still need to be ramped up. They may not be as reliable or performant as foreign tools / materials, but they work, and this is the important thing in a market that is today driven by geopolitical rules more than economic / commercial ones.

Financial Times is of course following its narrative, not reality. My take at it is that US is pushing (behind the scenes) Japan to ban the full immersion litho line, to get them another leverage for negotiations with ASML/Dutch government, that evidentially is resisting on this very critical point.

FT presents it as it is an independent idea of Japan, of course this is just laughable.

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SEMI 认为，目前在28nm及以上领域，中国半导体设备厂商已经基本实现了全覆盖，国产化率达到了80%以上。而在14nm工艺上，中国的半导体设备厂商，也实现了50%以上的覆盖，国产化率可能达到了20%以上。目前在14nm以下，国产化率还非常低，可能只有10%左右。

Multiple sources in China cited a SEMI report saying that China has basically localized most 28nm equipment (with an 80% localization rate/market share?) and 50% of 14nm equipment (20% localization rate/market share?), but just less than 10% of 14nm equipments. This is generally in line with what I have seen across multiple industry reports though. Could anyone confirm the origin of this report?

 

[tokenanalyst]

Japan is about to murder its IC equipment industry

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China fears Japan’s chipmaking curbs go further than US restrictions​

New export rules could encompass equipment for making older-generation semiconductors

China’s semiconductor industry fears Japanese curbs on exports of crucial chipmaking equipment will be so broad that they risk hitting its production of lower-grade silicon, used in everything from cars to washing machines. Tokyo has said it intends to put restrictions on exports of 23 types of crucial chipmaking equipment from July, as it aligns itself with the US and the Netherlands in implementing sweeping export controls that could limit China’s access to cutting-edge chips.

However, Chinese industry executives who have examined the fine print of the intended rules say they could potentially go further than the US in restricting China’s ability to make semiconductors. “Japan’s export controls will be more disturbing to China than Washington’s sanctions last year,” said a Chinese chip factory executive, who did not wish to be named.

However, Japan’s specifications encompass chips as basic as 45nm, in export controls for equipment such as that used in immersion lithography provided by Nikon, because some of the technology can be essential in producing advanced chips.

A Chinese government official who works closely with chipmakers said the Dutch lithography giant ASML only expected restrictions on machines that produced advanced chips, while its smaller rival Nikon would face more extensive limits in Japan.

One person close to ASML said the company was still awaiting final details from the Dutch government, which is expected to spell out its restrictions by mid-July.

“What the Japanese government is saying is that they will require licences for everything — whether they grant those licences or not is the question . . . the Japanese are further ahead than us,” the person said.

“We are concerned about whether the US and Netherlands governments will issue export controls as strict as Japan’s,” said a government official working closely with Chinese fabrication plants.

Everything coming from Western media about this topic should be taken with a truckload of salt but if that is true, well, there's goes another Japanese company. Is dead, Nikon lithography is dead. Nikon is better off selling their lithography division to ASML.

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The only salvation of Nikon was the Chinese market and with ASML EUV scanners entering the Japanese market.

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There goes the economic incentive to develop EUV scanners, Japanese companies will be relegated to be auxiliary and ancillary equipment of ASML EUV machines. The Chinese will develop their EUV scanners first given the economic incentive that they have.

To make things even worse China have now even bigger incentive to pump up their own lithography companies, I mean would be a shame if China impose import controls on Nikon and Canon more mature lithography machines, I-line, KrF, ArF dry, FPD lithography, packaging lithography machines, to prop up SMEE sales, to entice ASML to sell more machines in China and thus helping the Japanese goverment with their export controls.

And those import controls could be extended to the nascent nanoimprint lithography industry.

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Nikon headquarters:

https://twitter.com/i/web/status/1433872067858997255

 

[tokenanalyst]

Export restrictions prompt KMWE to open Chinese subsidiary​

Semicon supplier KMWE has opened a plant in China to circumvent semiconductor technology export restrictions. The new branch manufactures the same products as an existing location in Malaysia, but exclusively for the Chinese market. “Without the trade conflict between the US and China, we probably wouldn’t have done that,”

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KMWE director Edward Voncken in Eindhovens Dagblad.

The United States announced several restrictions on the export of semiconductor-related technology last October. These also affect suppliers of semiconductor equipment manufacturers – KMWE works for ASML and Besi, among others. Moreover, Chinese companies and also the Chinese government increasingly demand that (components for) electronics and semiconductor manufacturing equipment are sourced from China-based suppliers. This is to prevent more nasty surprises and to boost the domestic semiconductor industry.

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[Overbom]

Export restrictions prompt KMWE to open Chinese subsidiary​

Semicon supplier KMWE has opened a plant in China to circumvent semiconductor technology export restrictions. The new branch manufactures the same products as an existing location in Malaysia, but exclusively for the Chinese market. “Without the trade conflict between the US and China, we probably wouldn’t have done that,”

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KMWE director Edward Voncken in Eindhovens Dagblad.

The United States announced several restrictions on the export of semiconductor-related technology last October. These also affect suppliers of semiconductor equipment manufacturers – KMWE works for ASML and Besi, among others. Moreover, Chinese companies and also the Chinese government increasingly demand that (components for) electronics and semiconductor manufacturing equipment are sourced from China-based suppliers. This is to prevent more nasty surprises and to boost the domestic semiconductor industry.

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Does it use Western/US IP?