Germany Carl Zeiss, heart of Dutch ASML Lithography Equipment.


tidalwave

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Semiconductor equipment especially EUV equipment represents top of food chain for Semiconductor industry. Look at Japan as it mostly gives up on chip design and manufacturing and focus on equipments and materials.
I can see China Russia collaboration on EUV lithography development as further bond building and finally be completely tech independent from the West.
I still have not seen big enough momentum in China going after EUV lithography, maybe Putin can be the one to propose this collaboration personally to Xi, then this will for sure get it rolling. Hope Russia too see the significance of this.
I already have the basic blueprint to create this industry from scratch now just need bigger groups to jump in and make it happen.
 
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hydrogenpi

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Under current US government direction, SMIC can potentially be sanctioned if it use US equipments to manufacture chips for Huawei.
So as not to implicate othet Chinese companies, Huawei needs to get involved into chip manifacturing

tidal I cannot seem to DM/PM you, do you have a personal email address?
 

AndrewS

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Under current US government direction, SMIC can potentially be sanctioned if it use US equipments to manufacture chips for Huawei.
So as not to implicate othet Chinese companies, Huawei needs to get involved into chip manifacturing
I would disagree on that approach.

If Huawei were to setup as a chip manufacturer, it would take at least 5 years and would cost billions in investment.
The resulting fab would be grossly out-of-date and also produce expensive chips.

SMIC is better placed as a contract chip manufacturer, with the personnel, experience and also the scale to support multiple fabs for multiple customers (not just Huawei) with the latest process nodes.

So I think the best approach is for Huawei to support and create alternatives to all the US-specific chip processing technologies that need to be replaced. The investment and time required to do this is a lot less than getting into the actual chip manufacturing.

If Huawei were to be completely blocked by the USA implementing a 0% limit on US technology content, then yes, Huawei would need to get into chip manufacturing.

But remember if the US does this, the consequence is that European, Chinese and other Asian companies will eliminate US technology content even faster.
 
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tidalwave

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fter
I would disagree on that approach.

If Huawei were to setup as a chip manufacturer, it would take at least 5 years and would cost billions in investment.
The resulting fab would be grossly out-of-date and also produce expensive chips.

SMIC is better placed as a contract chip manufacturer, with the personnel, experience and also the scale to support multiple fabs for multiple customers (not just Huawei) with the latest process nodes.

So I think the best approach is for Huawei to support and create alternatives to all the US-specific chip processing technologies that need to be replaced. The investment and time required to do this is a lot less than getting into the actual chip manufacturing.

If Huawei were to be completely blocked by the USA implementing a 0% limit on US technology content, then yes, Huawei would need to get into chip manufacturing.

But remember if the US does this, the consequence is that European, Chinese and other Asian companies will eliminate US technology content even faster.
When US government plans to announce content of US tech reducing from 25% to 10%, TSMC leaks out that its 7nm and 5nm tech is less than 10% so it still can supply Huawei. US government reportedly not happy and readjust again, it plans to put restriction on any foreign company that use US equipment this time. It determines to end TSMC as a supplier to Huawei.

So, its not a matter of agreement and disagreement, SMIC will be sanctioned by US government eventually if it continue to supply huawei.
As of now SMIC still ready to pursue more US equipment for its 14nm capacity expansion for the whole 2020 yr
 

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