Germany Carl Zeiss, heart of Dutch ASML Lithography Equipment.


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tidalwave

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US equipments mean KLA Tencor, Lam Research and Applied Materials. This is a step beyond 10% content.
TSMC cannot escape this time. Maybe SMIC can't either since it also purchased US equipments.

I wrote to Huawei about this a while, they just dismissed it. Looks like finally it caught up with them.
 

MrCrazyBoyRavi

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US equipments mean KLA Tencor, Lam Research and Applied Materials. This is a step beyond 10% content.
TSMC cannot escape this time. Maybe SMIC can't either since it also purchased US equipments.

I wrote to Huawei about this a while, they just dismissed it. Looks like finally it caught up with them.
I wonder who are u Tidalwave? can you share your academic background and the work you are doing right now !
 

tidalwave

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I would say China need to patch up its Lithography Tech. EUV Lithography technology is harder than anything China has done so far,
harder than its nuclear weapon development, its nuclear submarine, its J20, its Y20, 055D, Carrier..etc.
Because of those system development got roots in Russia, Ukraine, Israel, etc. But most important the system and components doing things are in human dimension whereas EUV lithography , everything has to be done with nanometer in consideration and China has to do from scratch.
It's hard that's why so far Huawei doesn't want to do it, China doesn't want to do it. Maybe this will be the sputnik moment to change that for China.
 
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I would say China need to patch up its Lithography Tech. EUV Lithography technology is harder than anything China has done so far,
harder than its nuclear weapon development, its nuclear submarine, its J20, its Y20, 055D, Carrier..etc.
Because of those system development got roots in Russia, Ukraine, Israel, etc. But most important the system and components doing things are in human dimension whereas EUV lithography , everything has to be done with nanometer in consideration and China has to do from scratch.
It's hard that's why so far Huawei doesn't want to do it, China doesn't want to do it. Maybe this will be the sputnik moment to change that for China.
I don't believe it is harder than nuke, J-20, 055, etc ... just wasn't a priority for China (and the US as well). It seems you know a bit of lithography and it doesn't meant it would be harder than anything else you know less. If you go deeper and deep understanding, it is extremely hard too to develop small size nuke weapon thats why only 4 countries able to do that, the same thing for J-20, 055, nuke subs, etc

Huawei doesn't want to do that because thats not its core business, the same thing why Apple, Samsung, TSMC, Qualcomm, Intel don't want to do that as well

But I do agree with you that China now need to put Lithography in one of priority list, and believe me, in a few years China would be able to do that with your help maybe :cool:
 

tidalwave

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I don't believe it is harder than nuke, J-20, 055, etc ... just wasn't a priority for China (and the US as well). It seems you know a bit of lithography and it doesn't meant it would be harder than anything else you know less. If you go deeper and deep understanding, it is extremely hard too to develop small size nuke weapon thats why only 4 countries able to do that, the same thing for J-20, 055, nuke subs, etc

Huawei doesn't want to do that because thats not its core business, the same thing why Apple, Samsung, TSMC, Qualcomm, Intel don't want to do that as well

But I do agree with you that China now need to put Lithography in one of priority list, and believe me, in a few years China would be able to do that with your help maybe :cool:
The EUV lithography equipments by ASML comprised of major components from a number of major industrial western powerhouses. No single nation able to do all those alone.
I don't believe it is harder than nuke, J-20, 055, etc ... just wasn't a priority for China (and the US as well). It seems you know a bit of lithography and it doesn't meant it would be harder than anything else you know less. If you go deeper and deep understanding, it is extremely hard too to develop small size nuke weapon thats why only 4 countries able to do that, the same thing for J-20, 055, nuke subs, etc

Huawei doesn't want to do that because thats not its core business, the same thing why Apple, Samsung, TSMC, Qualcomm, Intel don't want to do that as well

But I do agree with you that China now need to put Lithography in one of priority list, and believe me, in a few years China would be able to do that with your help maybe :cool:
Unlike those you mentioned, Huawei now practically now a "outlaw" it has no choice but to do it. It's refusal so far up to this point only delay the eventuality.
 
The EUV lithography equipments by ASML comprised of major components from a number of major industrial western powerhouses. No single nation able to do all those alone.

Unlike those you mentioned, Huawei now practically now a "outlaw" it has no choice but to do it. It's refusal so far up to this point only delay the eventuality.
outlaw? ... you are kidding right ... do you think Chinese govt would do nothing?

Trumps is just bluffing, nothing will happen to Huawei, too big to be stopped
 

AndrewS

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Unlike those you mentioned, Huawei now practically now a "outlaw" it has no choice but to do it. It's refusal so far up to this point only delay the eventuality.
I wouldn't be so sure about that now.

I just don't see the USA asking for Chinese medical supplies, whilst at the same time, they ramp up sanctions against Huawei.
 

Chish

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It all depends on whether Trump signs off on more sanctions against Huawei.
When this was almost agreed back in January, Trump blocked it.

So it would be very surprising if Trump signs off on more sanctions now, because Trump is shortly going to be asking Xi Jinping for medical supplies soon.

And I think for some chips, they change every 6-12months, so a 2 year stockpile wouldn't work in those cases.

It also looks like the Coronavirus will be a big issue in the USA for at least the next 3 months, so there is at least that long for Huawei to continue working on replacing US tech.
The economic effects of the coronavirus will be felt for the rest of 2020. Massive stimulus packages are being implemented all over the world just to avoid recession. Orders or demands of goods and services have already being cancelled or prosponed due to uncertainty and massive unemployment except perhap medical supplies and basic foods staffs. So any further curb of exports, techonology included, at this time does not make any sense. Trump want to open US for business as soon as possible, before Easter if he get his way. Interesting to see if he will sacrifices US companies' welfare just to inconvenient Huawei. Interesting time ahead especially when world's food might run out in about 2 to 3 months time which will complicate the situation further.
 
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