Chinese semiconductor thread II

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huemens

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According to this news SiCarrier itself did not reveal anything new. It's subsidiaries revealed new EDA software, and some testing equipment that can be used for 5nm and 3nm R&D.

SiCarrier Subsidiaries Reportedly Launch China’s Fully Independent EDA, 3nm Test Equipment​

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In addition to Qiyunfang, another SiCarrier subsidiary, Long Sight, has unveiled its self-developed next-generation ultra-high-speed real-time oscilloscope. As noted by another report from Yicai, the device achieves a bandwidth exceeding 90 GHz, a capability applicable to R&D support for 3 nm and 5 nm advanced nodes.
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Meanwhile, according to STAR Market Daily, SiCarrier itself did not release any new products at the 2025 SEMiBAY event, with all new product announcements instead coming from its subsidiaries.
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H

huemens

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Is he indirectly hinting at domestic DUVi or a slowdown in expansion?

ASML says China sales decline not due to customer stockpiling​

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ASML’s anticipated drop in sales to China next year is not the result of previous stockpiling by Chinese customers, according to Chief Financial Officer Roger Dassen on Wednesday.
Speaking to reporters on Wednesday, Dassen explained why he dismissed stockpiling as a factor in the projected decline.
"The reason I rule out stockpiling is because systems that we ship ... are actually in a chips factory," the CFO said.
The world’s largest supplier of computer chip manufacturing equipment had revealed in its third-quarter earnings report that it expects a significant decrease in demand from China in 2026.
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sunnymaxi

sunnymaxi

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huemens said:
According to this news SiCarrier itself did not reveal anything new. It's subsidiaries revealed new EDA software, and some testing equipment that can be used for 5nm and 3nm R&D.

SiCarrier Subsidiaries Reportedly Launch China’s Fully Independent EDA, 3nm Test Equipment​

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this is a very important development. China decisively broke US export control.

A 90GHz Ultra-High-Speed Real Time Oscilloscope. Broke through the 60GHz USA export control.. this device is very important in high end Metrology tool.. US put export control up to 60GHz devices.

this 90GHz device is good enough to test 3nm Metrology tool.

Oscilloscope also used to visualize, measure, and debug complex electrical signals in fields like 5G, photonics, and aerospace.

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Huawei and & Empyrean already had advanced IC EDAs.. but this EDA software will provide more choices to domestic firms. Product performance is 30% higher than industry benchmark & shortened h/w dev cycle by 40%.

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H

huemens

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sunnymaxi said:
stockpiling is over. they have purchased enough DUVi in 2023-24.
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He's says ASML's china revenue will drop significantly in 2026, but it has nothing to do with stockpiling. He claims that there's no stockpile and every machine they delivered so far is already installed in fabs. So it has to be one of the following three possibilities.

(1) He is lying. There's a stockpile and China will continue to use it for expansion in coming years.
(2) China will use domestic ones for future expansion.
(3) Expansion will significantly slowdown from next year.
 
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