Chinese semiconductor thread II

[jx191]

Ydah , i think that will be a big issue for China. Afterall, they still import alot semi conductor equipment from US allies in europe, Taiwan, Japan and south Korea. China still needs a couple of years for her semi industry to fully mature and be self sufficient. That's why im not sure why the government has taken those strong steps of restrictions on rare earth metals this time, when the country still needs semiconductor equipments and products from abroad.

If they feel confident in striking hard with rare earths, there has to be a reason behind it.

I've seen some speculation about China's DUVi gearing up for serious action, giving the Chinese government confidence to be harsh with RE.

The fact that they are being aggressive is a clear sign that something has happened recently which is giving the Chinese semiconductor industry a huge amount of confidence.

 

[tphuang]

https://twitter.com/i/web/status/1976772325518238002

my thread here on how super hard material and diamond is used in semiconductor industry. Hint, it's pretty important.

 

[tphuang]

https://twitter.com/i/web/status/1976964717869776949

Gallium grades for different purity level. Note here that you need to be at 8N purity level to be used in GaN epitaxy. Given that we are seeing huge Ga transshipment going on through Europe, an important question to ask is why it has not been included in the list of minerals for order 61. Will it and ge get its own export control upgrades?