No idea. But i think most likely in existing fab SN1. Normally equipment will be order 1year early before the building is complete.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Hendrik_2000
Lieutenant General
We all tend to gawk at the latest and greatest chip. But forgot about the bread and butter of Chips which is industrial application like car industry. Recent convergence of NEV and smart car, AI chip will only strengthen this segment. Fortunately China is now gearing to expand this segment of semi and actually quite advance in this field. china will leapfrog the smart car industry over established car maker with complete supply chain. People like Sleepy student are ignorant once a while you have this abrupt change in technology or the term destructive invention. And car industry is perfect example where upstart like China will leap frog over the giant. We are a t the cusp of simpler cheaper and smarter car now China is in the driving seat. I will be worry if I am BMW,VW, Toyota
When chips are down, China sees a booming green car industry
Car chips are down. Carmakers are lost. The pandemic has rewritten the rules for a multitude of industries. The automotive industry is no exception, particularly when it's on a swift shift toward smarter, electric vehicles (EVs). For the past century, pain has never hit closer to home than the past year, amid factory shutdowns, severe supply chain interruptions and decimated consumer confidence. Chips, the crop of automobiles in the 21st century, are a sore spot in this bust phase.
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90% of the market is over 14nm. Flood the market with those chips and you choke the other manufacturers leaving them without gas for further developments.
This is a really underappreciated point. The short-term aim should be to deprive TSMC of as much revenue from its older nodes as possible, which will make funding its advancements in sub 7nm nodes much more difficult.
PeoplesPoster
Junior Member
Unfortunately its the buyer who defines which chip will be used. And if markets outside of China won't accept a Chinese chip than they'll have no choice but to keep using other options.
I think you're confusing chips with chip fabrication. With a mature chip fabrication capacity, the Chinese government can call up the CEO of Qualcomm and tell him that if he wants to continue selling chips in China (i.e., stay in business given the size of the market) he'd better get his chips fabbed at SMIC. They would still be Qualcomm chips, just not fabbed in TSMC.
The point isn't to replace Qualcomm's customers' chips with chips designed at a Chinese company, at least not yet.
It's not TSMC which will get hit worst if China becomes competitive with DUV lithography on older nodes.
It will be the fabs in the USA, Europe and Japan. And they are almost exclusively all using older nodes.
I can see US fabs being top of the list, because no-one can rely on them.
Only TSMC, Samsung and Intel are slated to receive EUV lithography machines from ASML.
Very shallow and uninformative. The "breakthrough" in ASML's new machine is going to a numerical aperture of 0.55 (the current is 0.33). What that means is that the feature size will shrink by a factor of 0.6.
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