Definitely. That Reuters article is reporting on rumours and small bits of evidence all piled into one big headline.
If they knew what they were talking about, they'd realize that Chinese EUV has come a long way.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
If they knew what they were talking about, they'd realize that Chinese EUV has come a long way.
They are still in the experimental phase, currently conducting Proof-of-Principle Phase 2. The equipment was delivered to Metrology Light Source (MLS) in Berlin, with the goal of running by this quarter. We should be hearing more around 3-12 months regarding experimental verification.
Picture taken from , page 120, to illustrate the goal of PoP Experiments.
In regard to facility in China, I believe they are under construction as it was recently approve.
construction has completed. now equipment installation is underway.
''Equipment procurement for the Steady-State Microbeam (SSMB) EUV Light Source Laboratory in Xiongan has begun''
huge shortage in NAND supply chain. Big px increase coming up for YMTC. They are going to have money to really increase production.
Article here about 华辰芯光 (huachen optoelectronics) using IDM approach for laser chips to be used in AI and space. It now has designed capacity of 20 million high power CW (continuous wave) laser chips. It's goals is realizing contactless FAB manufacture of 6-inch GaA and 4-inch InP chips. It has goals of adding more plant locations to increase production to 100 million per year to supply AI, satellites, military and Lidar markets.
proelite
Junior Member
substrate is a scam company.
one-tenth (1/10)
China trains AI at one-tenth the price of the U.S. (Deepseek, Kimi)
China builds data center infrastructure at one-tenth the price of U.S. (excluding chips)
China produces 10 times more science and engineering (STEM) experts than the U.S. (China: about 4-5 million, U.S.: about 600,000 to 700,000)
The remuneration of AI experts in China is one-tenth that of the United States.
(US: Senior AI researchers between $300 and $1 million per year, China: Top countries also between $50,000 and $150,000 per year)
AI-related capital expenditures by Chinese Internet companies are one-tenth (about $57 billion) of their U.S. peers (UBS)
The market capitalization of AI companies in China is one-tenth that of the United States.
Even if open sources are excluded, the AI bubble in the U.S. could plunge by one-tenth(1/10).
China trains AI at one-tenth the price of the U.S. (Deepseek, Kimi)
China builds data center infrastructure at one-tenth the price of U.S. (excluding chips)
China produces 10 times more science and engineering (STEM) experts than the U.S. (China: about 4-5 million, U.S.: about 600,000 to 700,000)
The remuneration of AI experts in China is one-tenth that of the United States.
(US: Senior AI researchers between $300 and $1 million per year, China: Top countries also between $50,000 and $150,000 per year)
AI-related capital expenditures by Chinese Internet companies are one-tenth (about $57 billion) of their U.S. peers (UBS)
The market capitalization of AI companies in China is one-tenth that of the United States.
Even if open sources are excluded, the AI bubble in the U.S. could plunge by one-tenth(1/10).
has been updated, smic n+3 transistor density is 120MTr/mm2, gate pitch/contated poly pitch 57nm, interconnect pitch/minimum metal pitch at 32nm, sram bit cell size to-be announced. Just saying cause this is where 99.9% of people get their news from, especially among extremely heightened search because of the chinese euv prototype news