Posted on 10/13/2022 8:02:16 PM PDT by libh8er
Taiwanese semiconductor manufacturing prowess might be one reason for China to invade the island and seize fabs belonging to Taiwan Semiconductor Manufacturing Co., United Microelectronics Corp., and Micron. One of the potential responses to such a plan could be evacuating personnel and destroying the fabs, suggested Parameters, a top U.S. army publication recently. But this might be unnecessary, according to Taiwan’s National Security Bureau.
To build chips using leading-edge process technologies, TSMC needs leading-edge chip production equipment from companies like ASML, Applied Materials, and KLA. Even if China invades the island and seizes TSMC’s fabs without access to advanced equipment and ultra-pure raw materials, it will be impossible for China not only to keep developing leading-edge manufacturing nodes but to keep production on current technologies uninterrupted.
“TSMC needs to integrate global elements before producing high-end chips,” Chen Ming-tong, director-general of Taiwan’s National Security Bureau, told Taiwanese lawmakers this week, reports Bloomberg (opens in new tab). “Without components or equipment like ASML’s lithography equipment, without any key components, there is no way TSMC can continue its production. […] Even if China got a hold of the golden hen, it won’t be able to lay golden eggs.
China’s slowing economy, tensions with the U.S., and internal political battles in recent years increased the probability of China’s invasion of Taiwan to seize the island, get a hold of multiple world-class technologies, and improve the approval rating of Xi Jinping. But probability does not mean certainty. China must maintain relationships with the United States and the European Union, its two key trade partners. Furthermore, without access to manufacturing tools and technologies designed in America and Europe and without money from trade partners, China’s occupation of Taiwan might turn into a Pyrrhic victory.
New Export Rules
The U.S. sanctions against China’s supercomputer and semiconductor sectors prove relatively efficient. Late last week, the Department of Commerce’s Bureau of Industry and Security (BIS) published (opens in new tab) new export rules that impose new license requirements for semiconductor production equipment destined for China starting October 12.
Under the new rules, U.S. companies must obtain a license from the U.S. DoC for tools that can make logic chips using 14nm/16nm nodes or thinner, DRAM ICs on nodes of 18nm and below, and 3D NAND chips with 128 layers or more. Licenses for fabs owned by Chinese entities will face a ‘presumption of denial,’ and licenses held by multinational corporations will be decided case by case.
U.S.-based Applied Materials, KLA, and Lam Research this week ceased to supply appropriate tools to their clients in China, including Semiconductor Manufacturing International Corp. (SMIC) and Yangtze Memory (YMTC). Also, the said companies started to withdraw their employees from YMTC’s fabs. The decision has already reduced the value of the global semiconductor sector by hundreds of billions of dollars, and it remains to be seen how significantly it will affect the businesses of Applied, KLA, and Lam Research.
Yet, the move shows how the U.S. can crack down on China’s semiconductor industry in a few days.
They should absolutely be destroyed instead of being handed over to the Chinese.
My comments are…
Reverse Engineering…. Patents be damned…
I wonder how may people in govt realize China’s going to invade Taiwan very soon after our midterm elections? They’re holding off in order to not harm their valued customers, that is, our democrats.
The Taiwanese are painfully aware that without that chip manufacturing, the United States and European countries have less motivation to defend Taiwan.
China knows that without that chip manufacturing, whether owned by the Taiwanese or taken over by China, Chinese exports drop dramatically.
A cheap way to likely destroy circuit boards is to spray boards with common household bleach. A wetting mist would probably do, don't have to soak everything down. Unless boards are protected by a milspec mask, the chlorine (and salts) will corrode connections and pathways for the electrons.
Full disclosure…. I've not personally observed the effect of bleach. I have observed the effect of dilute chlorine gas during an industrial gas release. Milspec boards keep on ticking. Commercial boards fail in a few days.
When I was in electrical engineering school taking a class on semiconductors, we did an exercise on just how pure the raw materials had to be. An impurity of 1 part in a billion made a huge difference.
Why should they do it when they can simply keep working for the Chinese and save themselves troubles?
The entire point beimg made is that China does not possess the capability to reverse engineer this. There are a number of things they currently have and cannot reverse engineer.
Deep States have NO intention of defending Taiwan.
And, yes, I meant Deep States, plural.
Maybe, but crossing a 100 mile strait under fire is not as easy as rolling tanks across a land border. Any build up to invade will be noticed and prepared for.
The machines that the Deep State feeds off of need computer chips from Taiwan.
And use plenty of radiation! (From Chernobyl!)
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