Uneducated people misunderstand the role of trade deficit in propping up reserve currencies.
Chinese semiconductor industry
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Uneducated people misunderstand the role of trade deficit in propping up reserve currencies.
superdog
Junior Member
I haven't heard much (granted I'm not an expert or insider in this field) about patents being a prohibitive issue so I don't suppose that's the main concern right now. Barring any anti-competitive patent misuse against China, I don't expect out of the ordinary action from the Chinese government.
China is developing her semiconductor manufacturing as a major industrial sector of the country and the world, it's not just an in house supplier for government/military hardware. The industry will be primarily serving a civilian market and be involved in international trade, so respecting the patent system is beneficial in the long run. Even if it means taking a few more years to develop a lithography machine (so far no such indication), it's still OK. You see, China is not a country that shouts "China No. 1" and withdraws from international treaties when they didn't serve Chinese interest above others. Only a country that suffers from severe anxiety and shattered confidence would so hastily give up rules of international trade just for some short term gain.
Just out of impression, some EUV milestone of 02 project was achieved a couple years ago. Went back to find the source and here is a Chinese report (sorry couldn't find English):
It's good news, though the big picture is that they're still playing catch up in EUV. Whatever that's reported in 2017 was still in the lab stage. Currently ASML and a Japanese company (forgot the name) are the only two suppliers of commercially viable EUV sources for mass semiconductor manufacturing.
You mean the project they considered the most important? That would be "the development of core electronic components, high-end general purpose chips, and fundamental software products". People don't call it the 01 project, it has a much more famous Chinese acronym: 核高基 (Core, High-end, Fundamental)
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That's not accurate anymore. Philips is only a minority stockholder in ASML.
As for Philips, Philips, for all intense and purposes is a medical device company anymore. They do license their name to a bunch of companies to do manufacturing under it (that's the majority of what you see in China). On the Healthcare manufacturing side, its really only things like electric toothbrushes and razors that are made in China. None of the high dollar things.
So, there really is no leverage there on ASML via Philips.
Thanks for the response. I mostly agree with you, but I want to comment on this here:
As much as the formal rules should be respected, the primal rule that China isn't to be messed with should be respected.
By and large yes, but you have to keep in mind that China is not treated as a "normal" country in the international trading system. China is under sanctions by the West, so it has some space to retaliate. And I don't think slapping a tiny European country around is going to spell the doom of the world trading system or China's exit or exile from it. Maybe they don't get their medical supplies during this pandemic, maybe their companies in China get hassled, maybe they get a bunch of lawsuits thrown at them in the WTO. There are ways.
As much as the formal rules should be respected, the primal rule that China isn't to be messed with should be respected.
coolieno99
Junior Member
This is the Google Translate of the link given by "superdog" :
"Research on Key Technologies of Extreme Ultraviolet Lithography" Passed Acceptance
Recently, the acceptance meeting of the "Extreme Ultraviolet (EUV) Lithography Key Technology Research" project was held at the Changchun Institute of Optics, Fine Mechanics and Physics, Chinese Academy of Sciences (hereinafter referred to as the Changchun Institute of Optics and Mechanics). "Manufacturing equipment and complete sets of technology" National Science and Technology Major Project (02 Project) Implementation Management Office organization. At the meeting, the panel of reviewing experts affirmed the series of results achieved by the project and agreed that the project passed the acceptance. They believed that the smooth implementation of the project has advanced an important step in the development of China's extreme ultraviolet lithography technology. Extreme ultraviolet lithography is a projection lithography technique that uses extreme ultraviolet light with a wavelength of 13.5 nm as the working wavelength, which is a reasonable extension of traditional lithography techniques to shorter wavelengths. As the next generation of lithography technology, extreme ultraviolet lithography has been given the mission of saving Moore's Law by the industry.
Jin Chunshui, a researcher at the State Key Laboratory of Applied Optics of Changchun Institute of Optics, told the reporter of China Science Journal: "Extreme ultraviolet lithography optical technology represents the highest level of current applied optics development. As a prospective EUV lithography key technology research, project indicators require High, technical difficulty, bottlenecks, high innovation, and serious foreign technical blockade. " Since the 1990s, Changchun Optoelectronics Institute has focused on EUV / X-ray imaging technology research, focusing on EUV light source, ultra-smooth polishing technology, EUV multilayer film and related EUV imaging technology research, forming an extreme ultraviolet optical Application technology foundation. In 2002, the first set of domestic EUV lithography principle device developed by Changchun Institute of Optoelectronics realized the principle of EUV lithography. In 2008, the national "Very Large Scale Integrated Circuit Manufacturing Equipment and Complete Process" major scientific and technological project listed EUV lithography technology as an important research task of "prospective research on 32-22nm equipment technology." As the lead unit, Changchun Institute of Optoelectronics undertook the research work of the "Key Technology Research of Extreme Ultraviolet Lithography". The member units also include the Institute of Optoelectronic Technology, Chinese Academy of Sciences, Shanghai Institute of Optics and Fine Mechanics, Chinese Academy of Sciences, and Institute of Microelectronics, Chinese Academy of Sciences , Beijing Institute of Technology, Harbin Institute of Technology, Huazhong University of Science and Technology.
The research team of the Changchun Institute of Optics and Mechanics led by Jin Chunshui adheres to the persevering scientific research spirit, concentrates on research, and has accumulated a lot of hard work. After eight years of hard work, it has broken through the ultra-high-precision aspheric processing and inspection that restrict the development of extreme ultraviolet lithography in China Multi-layer film, projection objective system integration test and other core unit technologies, successfully developed a two-mirror EUV lithography objective system with a wave aberration better than 0.75 nm RMS, constructed an EUV lithography exposure device, and obtained EUV projection lithography for the first time in China 32 nm line width photoresist exposure pattern.
Jin Chunshui said: "We have established a relatively complete R & D platform for key technologies of exposure optical systems, successfully completed the research content and mission goals of major national special deployments, achieved EUV optical imaging technology leapfrogging, and significantly improved the core optical technology of extreme ultraviolet lithography in China Level."
At the same time, the implementation of the project has formed a stable research team, which lays a solid technical and talent base for China to achieve sustainable development in the next generation of lithography technology.
At the acceptance meeting, Jia Ping, director of the Changchun Institute of Optics, pointed out that the layout of the EUV project is in the window period in terms of timing and technical difficulty, and hopes that the country will provide continuous and stable support. He encouraged the project participating units to give full play to the advantages of the EUV discipline, to brave the courage to work side by side, and to achieve better results with follow-up support.
02 Tian Chun, the chief technical officer of the special general group and the director of the Institute of Microelectronics of the Chinese Academy of Sciences, also emphasized that under the situation that the international EUV lithography large production base has been established, China ’s EUV lithography research should continue to adhere to the future industrial engineering needs The focus should be on the core technologies that must be mastered and the possible breakthroughs in innovation.
In addition, Ye Tianchun commented that the lithography team of the Changchun Institute of Optical Machinery is the team that undertakes the most core, highest-end and most difficult tasks, and is also the most combative, most stress-resistant and most trustworthy main force in the special team. He encouraged the project team to shoulder the responsibility and sense of mission of major tasks and continue to climb the peak. 02 Cao Jianlin, chief commander of the special lithography machine engineering headquarters and former vice minister of the Ministry of Science and Technology, is one of the experts in the field familiar with EUV lithography in China. He believes that China has initially possessed the R & D capabilities of lithography technology and is moving towards the industrialization goal. The "Chinese lithography dream" 30 years ago is gradually becoming a reality. The establishment of the lithography technology R & D capability in China has initially established its adherence Confidence in the Chinese lithography dream. (Shen Chunlei) China Science News (2017-07-10 5th Edition Innovation Weekly)
"Research on Key Technologies of Extreme Ultraviolet Lithography" Passed Acceptance
Recently, the acceptance meeting of the "Extreme Ultraviolet (EUV) Lithography Key Technology Research" project was held at the Changchun Institute of Optics, Fine Mechanics and Physics, Chinese Academy of Sciences (hereinafter referred to as the Changchun Institute of Optics and Mechanics). "Manufacturing equipment and complete sets of technology" National Science and Technology Major Project (02 Project) Implementation Management Office organization. At the meeting, the panel of reviewing experts affirmed the series of results achieved by the project and agreed that the project passed the acceptance. They believed that the smooth implementation of the project has advanced an important step in the development of China's extreme ultraviolet lithography technology. Extreme ultraviolet lithography is a projection lithography technique that uses extreme ultraviolet light with a wavelength of 13.5 nm as the working wavelength, which is a reasonable extension of traditional lithography techniques to shorter wavelengths. As the next generation of lithography technology, extreme ultraviolet lithography has been given the mission of saving Moore's Law by the industry.
Jin Chunshui, a researcher at the State Key Laboratory of Applied Optics of Changchun Institute of Optics, told the reporter of China Science Journal: "Extreme ultraviolet lithography optical technology represents the highest level of current applied optics development. As a prospective EUV lithography key technology research, project indicators require High, technical difficulty, bottlenecks, high innovation, and serious foreign technical blockade. " Since the 1990s, Changchun Optoelectronics Institute has focused on EUV / X-ray imaging technology research, focusing on EUV light source, ultra-smooth polishing technology, EUV multilayer film and related EUV imaging technology research, forming an extreme ultraviolet optical Application technology foundation. In 2002, the first set of domestic EUV lithography principle device developed by Changchun Institute of Optoelectronics realized the principle of EUV lithography. In 2008, the national "Very Large Scale Integrated Circuit Manufacturing Equipment and Complete Process" major scientific and technological project listed EUV lithography technology as an important research task of "prospective research on 32-22nm equipment technology." As the lead unit, Changchun Institute of Optoelectronics undertook the research work of the "Key Technology Research of Extreme Ultraviolet Lithography". The member units also include the Institute of Optoelectronic Technology, Chinese Academy of Sciences, Shanghai Institute of Optics and Fine Mechanics, Chinese Academy of Sciences, and Institute of Microelectronics, Chinese Academy of Sciences , Beijing Institute of Technology, Harbin Institute of Technology, Huazhong University of Science and Technology.
The research team of the Changchun Institute of Optics and Mechanics led by Jin Chunshui adheres to the persevering scientific research spirit, concentrates on research, and has accumulated a lot of hard work. After eight years of hard work, it has broken through the ultra-high-precision aspheric processing and inspection that restrict the development of extreme ultraviolet lithography in China Multi-layer film, projection objective system integration test and other core unit technologies, successfully developed a two-mirror EUV lithography objective system with a wave aberration better than 0.75 nm RMS, constructed an EUV lithography exposure device, and obtained EUV projection lithography for the first time in China 32 nm line width photoresist exposure pattern.
Jin Chunshui said: "We have established a relatively complete R & D platform for key technologies of exposure optical systems, successfully completed the research content and mission goals of major national special deployments, achieved EUV optical imaging technology leapfrogging, and significantly improved the core optical technology of extreme ultraviolet lithography in China Level."
At the same time, the implementation of the project has formed a stable research team, which lays a solid technical and talent base for China to achieve sustainable development in the next generation of lithography technology.
At the acceptance meeting, Jia Ping, director of the Changchun Institute of Optics, pointed out that the layout of the EUV project is in the window period in terms of timing and technical difficulty, and hopes that the country will provide continuous and stable support. He encouraged the project participating units to give full play to the advantages of the EUV discipline, to brave the courage to work side by side, and to achieve better results with follow-up support.
02 Tian Chun, the chief technical officer of the special general group and the director of the Institute of Microelectronics of the Chinese Academy of Sciences, also emphasized that under the situation that the international EUV lithography large production base has been established, China ’s EUV lithography research should continue to adhere to the future industrial engineering needs The focus should be on the core technologies that must be mastered and the possible breakthroughs in innovation.
In addition, Ye Tianchun commented that the lithography team of the Changchun Institute of Optical Machinery is the team that undertakes the most core, highest-end and most difficult tasks, and is also the most combative, most stress-resistant and most trustworthy main force in the special team. He encouraged the project team to shoulder the responsibility and sense of mission of major tasks and continue to climb the peak. 02 Cao Jianlin, chief commander of the special lithography machine engineering headquarters and former vice minister of the Ministry of Science and Technology, is one of the experts in the field familiar with EUV lithography in China. He believes that China has initially possessed the R & D capabilities of lithography technology and is moving towards the industrialization goal. The "Chinese lithography dream" 30 years ago is gradually becoming a reality. The establishment of the lithography technology R & D capability in China has initially established its adherence Confidence in the Chinese lithography dream. (Shen Chunlei) China Science News (2017-07-10 5th Edition Innovation Weekly)
superdog
Junior Member
Yes, there is no doubt that some western countries and primarily the US are strongly motivated to held back China's plan of moving into high-value high-tech industries. But I was responding specifically to the issue of patents, for which I intend to share two points:
- It has not been my observation that foreign patents are a major obstacle in China's pursuit of advanced lithography technologies.
- Therefore, I believe invalidating ASML's patents can provide little or no benefit and is harmful to China's long term strategy.
Hendrik_2000
Lieutenant General
I will check on the Phillip share of ASML Phillip still own roughly 20% of ASML. They only sell 9 million of their share in ASML
Jun 8, 2000 - Philips owns a 24% stake, or 99 million shares, in ASML. Philips is granting the underwriters an option for up to nine million shares. The sale is ...
But I don't know where you get the information that phillip share in Chinese manufacturing is negligible You need to check your fact first before you post your reply certainly China still constitute the largest share of Phillip market after US. And no they don't just make tooth brush They make industrial electrical and now get into semi conductor too. This report below is old I am pretty sure now China is even more important to Phillip . 60% of their production in China is for the world market. I am sure it is higher now
Here is the break down of Chinese share of phillip manufacturing and market
Philips was one of the first global companies to enter the Asia Pacific Market more than 75 years ago. Following is a closer look at a few key Philips markets: Spotlight on China • While Philips has been selling products in China since the 1920s, the company has been operating in-country for only the past 18 years;
Philips is one of China’s largest foreign companies.
• China now accounts for 50 percent of Philips’ employees in Asia Pacific, and Philips is one of the top 10 global companies in China.
• There are over 180 cities with one million consumers in China.
• China is already a big center of export for Philips and currently manufactures 70 percent of the company’s audio products.
• China makes up 20 percent of total global production for Philips; Philips has 27 percent annual growth in China for exports compared with an industry average of 24 percent.
• After the United States, China today is Philips second largest market in terms of sales.
• Philips products made in China are destined for both the global market and the Chinese market: the balance 60 percent for export, 40 percent for domestic market
• The company is also well positioned to address the domestic market. Philips is following a partnership strategy, collaborating with many of the top local brands within China. Philips has almost 30 companies in China, which account for one fifth of Philips total global production.
• According to the Gartner Group, the Chinese semiconductor market has grown by 14.4 percent since last year. To that end, Philips has boosted its commitment to China’s semiconductor development by breaking ground on its new IC assembly and test plant in Suzhou, Philips largest investment in China to date
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Hendrik_2000
Lieutenant General
Is that all you got It doesn't tell much. It does not say that Phillip only make medical stuff all .it doe not says the size of china share of their medical market. It does not have number or dollar value. So your assertion that Phillip has no manufacturing in China is nothing but BS My article clearly said the importance of Chinese market to Phillip and once again they don't just make tooth brush. I own Phillip TV, Audio made in China it still working after 6 years.
And they still manufacture most of their stuff in China . Another thing though Phillip is not major shareholder in ASML But Phillip was instrumental in the success of ASML by shepherding it thru the formative years and introducing the Asian market to ASML. Rescuing them from bankruptcy etc So they still have leverage with ASML management
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Hendrik_2000
Lieutenant General
Huawei’s HiSilicon overtakes Qualcomm as China’s top smartphone processor supplier for first time
Hi Silicone in-house semiconductor and integrated circuit design company, has surpassed US chip giant
in terms of smartphone processor shipments in China for the first time amid coronavirus-linked disruptions that have hit most major players, according to a report.
In the first quarter of 2020, HiSilicon shipped 22.21 million smartphone processors, according to Chinese research firm CINNO’s latest monthly report on China’s semiconductor industry. Although HiSilicon’s shipments only increased slightly from the 22.17 million units it shipped in the first quarter of last year, it was the only major company that did not see a year-on-year decline in the quarter, CINNO said in a summary of the report posted on its official WeChat account.
As a result, the Huawei subsidiary’s market share surged to 43.9 per cent, from 36.5 per cent during the same period last year, and beat Qualcomm for the first time to become China’s top smartphone processor supplier.
HiSilicon’s steady performance comes at a time when the Chinese smartphone industry is being battered by delayed product launches and dampened consumer sentiment linked to the coronavirus pandemic. Smartphone shipments in the country
– more than a third – to 47.7 million units in the first quarter of 2020, according to a report released earlier this month by the China Academy of Information and Communications Technology.
CINNO’s report showed that there was a similar plunge in processor shipments, with overall smartphone processor shipments in the country dropping by 44.5 per cent in the first three months of 2020, compared to the same period last year.
US-based Qualcomm, the long-time market leader, fell to second place in the latest quarter with a year-on-year decline in its market share from 37.8 per cent to 32.8 per cent. Taiwan’s Mediatek maintained its third-place position, but also saw its market share slide year-on-year from 14 per cent to 13.1 per cent.
Huawei, HiSilicon’s parent company, is at the centre of a high-profile US-China tech war. The Trump administration
last year, citing the risk that Huawei could give Beijing access to sensitive data from telecommunications networks. The trade blacklist effectively bars Huawei from buying US products and services.
In response, the Chinese company, which has denied the allegations, is
its own capabilities to produce more American component-free network gear, including through HiSilicon.
Huawei is also reportedly shifting production of HiSilicon-designed chips
and towards Shanghai-based Semiconductor Manufacturing International Corp (SMIC) as Washington
which would require foreign companies using US chipmaking equipment to obtain a license before supplying chips to Huawei – a move that would directly affect TSMC.
Over 90 per cent of Huawei phones in China now use HiSilicon processors, according to CINNO. However, Huawei founder Ren Zhengfei said in an interview with Yahoo Finance last year that the company would continue using chips from US vendors such as Intel and Qualcomm as long as it is still allowed by US regulators.
- Huawei’s secretive chip unit shipped slightly more smartphone processor shipments in the latest quarter despite the coronavirus pandemic, according to a report
- US chip giant Qualcomm, the long-time market leader, saw its market share slide year-on-year from 37.8 per cent to 32.8 per cent in the latest quarter
Hi Silicone in-house semiconductor and integrated circuit design company, has surpassed US chip giant
in terms of smartphone processor shipments in China for the first time amid coronavirus-linked disruptions that have hit most major players, according to a report.
In the first quarter of 2020, HiSilicon shipped 22.21 million smartphone processors, according to Chinese research firm CINNO’s latest monthly report on China’s semiconductor industry. Although HiSilicon’s shipments only increased slightly from the 22.17 million units it shipped in the first quarter of last year, it was the only major company that did not see a year-on-year decline in the quarter, CINNO said in a summary of the report posted on its official WeChat account.
As a result, the Huawei subsidiary’s market share surged to 43.9 per cent, from 36.5 per cent during the same period last year, and beat Qualcomm for the first time to become China’s top smartphone processor supplier.
HiSilicon’s steady performance comes at a time when the Chinese smartphone industry is being battered by delayed product launches and dampened consumer sentiment linked to the coronavirus pandemic. Smartphone shipments in the country
– more than a third – to 47.7 million units in the first quarter of 2020, according to a report released earlier this month by the China Academy of Information and Communications Technology.
CINNO’s report showed that there was a similar plunge in processor shipments, with overall smartphone processor shipments in the country dropping by 44.5 per cent in the first three months of 2020, compared to the same period last year.
US-based Qualcomm, the long-time market leader, fell to second place in the latest quarter with a year-on-year decline in its market share from 37.8 per cent to 32.8 per cent. Taiwan’s Mediatek maintained its third-place position, but also saw its market share slide year-on-year from 14 per cent to 13.1 per cent.
Huawei, HiSilicon’s parent company, is at the centre of a high-profile US-China tech war. The Trump administration
last year, citing the risk that Huawei could give Beijing access to sensitive data from telecommunications networks. The trade blacklist effectively bars Huawei from buying US products and services.
In response, the Chinese company, which has denied the allegations, is
its own capabilities to produce more American component-free network gear, including through HiSilicon.
Huawei is also reportedly shifting production of HiSilicon-designed chips
and towards Shanghai-based Semiconductor Manufacturing International Corp (SMIC) as Washington
which would require foreign companies using US chipmaking equipment to obtain a license before supplying chips to Huawei – a move that would directly affect TSMC.
Over 90 per cent of Huawei phones in China now use HiSilicon processors, according to CINNO. However, Huawei founder Ren Zhengfei said in an interview with Yahoo Finance last year that the company would continue using chips from US vendors such as Intel and Qualcomm as long as it is still allowed by US regulators.
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