Chinese semiconductor industry

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Weaasel

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I'd bet SMEE will get it first before Nikon. Nikon would want to sell it to China, the big question is whether China would buy it ;)

Do you know what, once SMEE manage to produce it, ASML would rush selling its best DUV TWINSCAN NXT:2050i to China with a huge discount, not sure who would buy the Nikon one (if successful at all)
Don't buy what you can source domestically of very similar or the same quality except if the sellers sell them for a loss. They should have been ready to sell those things long before a domestic competitor came on the scene.
 

Micron

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Not sure, my news is newer. Maybe they "changed" their mind.

also
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TSMC should staged a silent protest in the absence of Umehara's support by merely announcing a delay to its US fab project. The excuse is to focus on its Japan project in view of the latest demand by US Secretary of Cimmerce Gina Riamondo which is contrary to WTO.

Perhaps a board meeting in TSMC to discuss or reconsider the viability of Arizona project due to pressure caused by such uncertainty.
 

ansy1968

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To the experts, It said 200 wafers per hour, if we do the math A single SMEE DUVL can produced 4800 wafers per day and 144,000 per month? Is the computation correct cause it seems to excessive for a single machine to perform? Do the DUVL machine operates 24 hour a day? and from the news I got most medium side FAB like the SMIC Chengdu is advertise between 25,000 to 40,000 wafer capacity per month, need your expert opinion coming from a novice nuisance. ;)

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• 2 months ago • 2 months ago • Collection
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SMIC Chengdu foundry, using Shanghai microlithography machine SSA800/10W immersion lithography machine parameters: lens NA: 1.35 single exposure resolution: 38-41nm dual workpiece stage: DWSi, the production rate is 200 wafers per hour Circle engraving accuracy: better than 2.5nm Design index: can meet the 28nm planar planner transistor logic circuit process requirements under a single exposure condition
 

dfrtyhgj

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To the experts, It said 200 wafers per hour, if we do the math A single SMEE DUVL can produced 4800 wafers per day and 144,000 per month? Is the computation correct cause it seems to excessive for a single machine to perform? Do the DUVL machine operates 24 hour a day? and from the news I got most medium side FAB like the SMIC Chengdu is advertise between 25,000 to 40,000 wafer capacity per month, need your expert opinion coming from a novice nuisance. ;)

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• 2 months ago • 2 months ago • Collection
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SMIC Chengdu foundry, using Shanghai microlithography machine SSA800/10W immersion lithography machine parameters: lens NA: 1.35 single exposure resolution: 38-41nm dual workpiece stage: DWSi, the production rate is 200 wafers per hour Circle engraving accuracy: better than 2.5nm Design index: can meet the 28nm planar planner transistor logic circuit process requirements under a single exposure condition
200 WPH is pretty standard. With multi patterning you may need to run it multiple times through the machine? Eg 7 times for 7nm with DUV?
 

Weaasel

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computer chips​

27.10.21 - US, United States -
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jeremy-bezanger-wl8hZoJBSU8-unsplash-820x547.jpg
(Image by Photo by Jeremy Bezanger on )
America’s latest move to try to contain Beijing is to weaponise an entire industry. By leveraging its patents and licences for semiconductor manufacture, it is attempting to deny China access to crucial technology.

By Tom Fowdy
Taiwan Semiconductor Manufacturing Corp (TSMC) is the world’s leading chip manufacturer and the shining star of the island’s economy. But it has a problem – it’s located right in the middle of one of the world’s geopolitical flashpoints, with the future of Taiwan itself at the heart of that.
Geography and access to markets matter, of course, and one of its main customers is the very nation sitting on the other side of the strait, China. But its biggest provider of patents in the supply-chain process is the United States, which now appears to be determined to forcibly weaponise the entire industry for its own political gain against Beijing.
The Biden administration is demanding that TSMC
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sensitive data on all of its customers to the US government, for the unstated yet obvious reason that it wants to see who in China the firm is selling to.
It’s a blatant coercive violation of national sovereignty and corporate privacy, but Taiwan has absolutely no leverage over the US, because politically it has aligned itself completely with Washington. America has effectively learned it can leverage the entire semiconductor supply chain to do what it wants, with an eye to global domination of it.
And so it was no surprise when it was widely reported in late October that TSMC is prepared to capitulate and agree to the move, which speaks volumes about the environment we are now in.
The semiconductor has emerged as one of the most strategic commodities in the world, or least that’s how Washington sees it. These tiny components are required to power high-end technology and military devices – a crucial factor in the global balance of power.
The US does not currently dominate the production of semiconductors, but is abundant in knowledge and patents, linking together a global supply chain in which the most renowned producers are South Korea, Japan and Taiwan.
In a way, the US’ role constitutes the bottom layer of a pyramid, which props up the increasingly smaller and sophisticated layers building upwards. It’s an industry that ultimately derived from American technological breakthroughs; licenses were then issued to friendly countries to build their own industries, and they have subsequently built products which are exported globally and used in devices such as laptops, tablets, smartphones and more.
 
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