Chinese semiconductor industry

latenlazy said:

ASML’s patents for generating EUV photons was acquired through their acquisition of Cymer.

On a more general note, we shouldn’t be knocking systems integration. It can be a very difficult task that requires fitting together competences from multiple fields. You’re not “just” putting a bunch of parts together. You have to, based on your understanding of the physics and engineering, constantly revise and modify how the components work together in order to arrive at the desired performance capabilities.

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Xsizor said:

Well, they indeed have many patents for EUV. It's a bit more than a system assembler that makes them look like doing an easy job.

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Topazchen said:

One of the guys responsible for EUV breakthrough is Russian.. Phew! if only Russia and China were able to retain this talent at home

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Xsizor said:

I don't know about Russia but China will retain the talent.

One can't get too disappointed on the brain drain from China as China has risen up so fast and has a bright future ahead. As a country that owes much to globalization, China can't afford to be too sad over brain drain. It's kind of unfair.

One just hopes that US and allies try to witch hunt Chinese scientists and researchers more so that they are dissuaded from considering these countries and decide to stay in China.

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First, China, South Korea and Taiwan play an increasingly important role in semiconductor R&D – the three countries together contributed to more than 1/3rd of all conference papers in 2020. They are not just the manufacturing hubs of the semiconductor value chain anymore but deeply embedded in developing the chips of the future. Second, especially China was able to significantly increase its R&D power over the past ten years. This is in line with the

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, such as HiSilicon (Huawei), SMIC and Goodix. While China is highly dependent on foreign technology providers across the semiconductor value chain its raw research paper contributions are already higher than those of Belgium.

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China’s development is particularly impressive. Only 10 years ago, they had no stake at all. Not until the last 5 years, China succeeded in approaching Japan and finally overtook Japan in 2020. As latecomer and region that has seen the fastest growth throughout the last 25 years, they more than doubled their share from 4 percent in 2015 to 10 percent in 2020

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KYli said:

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gelgoog said:

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"Qualcomm and MediaTek have plugged the gap that Huawei left when the US government effectively forced Huawei subsidiary HiSilicon out of the smartphone chip business last year as part of the trade war between China and the US.
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At this time last year, HiSilicon accounted for about 15 percent of TSMC’s sales, making the chip designer the second-largest TSMC customer after Apple. Now, TSMC no longer supplies chips to HiSilicon, and that left a huge gap open to Qualcomm and MediaTek."

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jfcarli said:

Huawei lost a battle but the war is far from over.

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