This could get messy.
Posted on 10/03/2022 4:59:38 AM PDT by FarCenter
Chinese tech giant Huawei’s attempt to make semiconductors without American equipment has generated global headlines as the US-China tech war takes yet another turn.
It is one more strong hint – if any were needed – that the US government is in the process of creating a competitor that it won’t be able to control while forcing American companies to abandon a massive market that until now has supported their sales, profits, economies of scale and stock prices.
Geopolitics have overridden America’s past devotion to open markets and the situation is not likely to change anytime soon as long as current political structures and mentalities prevail.
The US is intent on rebuilding its own semiconductor industry and denying China technology with advanced military or other national security-related applications – the first and prime example being Huawei’s telecom equipment. So what can China do about America’s sanctions and bans?
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Technological workarounds are already bridging the gap between China’s current capabilities and the industry’s leading edge. These include clever packaging and maximum use of DUV ArF immersion lithography.
Chinese chipmaker SMIC, which recently shocked the US by announcing that it had produced 7-nm chips despite being denied access to EUV equipment, is now reported to be advancing to more advanced 5-nm. SMIC has also started construction of a new 300mm wafer fab.
China’s SMIC chipmaker is working to transcend US sanctions. Image: Twitter / Global Times In the fields of artificial intelligence and high-performance computing, Xiangdixian Computing Technology and Moffett AI have announced new devices that they claim can replace the GPUs that Nvidia and AMD are no longer allowed to sell to China. The design rules are not as advanced (12-nm versus 4-nm for Nvidia) but they work.
The most successful Chinese semiconductor equipment maker to date appears to be AMEC, which has reportedly sold etch tools to TSMC and shipped tools to Samsung, Intel and Micron for testing. According to CS Insight and other sources, AMEC has demonstrated dielectric etch capability at 5-nm.
Meanwhile, Chinese lithography equipment maker SMEE is reportedly working on a new ArF immersion lithography tool that could, with multiple patterning, be used to make 7-nm chips.
Nikon’s NSR-S635E ArF immersion scanner “Provides world-class device patterning and productivity for 5-nm node applications and beyond,” the company has said, revealing new chip-making horizons without EUV.
If successful, US efforts to stop ASML from shipping DUV lithography tools to China might be the best thing that ever happened to SMEE.
Industry association SEMI lists about 80 Chinese companies involved in semiconductor equipment research and manufacturing – and all of them can be assumed to receive government support.
Following in the footsteps of Japan, but driven by fear of escalating sanctions, China now aims to develop a complete, autonomous semiconductor supply chain.
If only the Chinese would stop using chips to spy on us...
I am so surprised
/ s
I don’t know if it’s possible to expedite the TSMC plant being built in Arizona, but that would be outstanding.
Maybe quit giving money to the Ukraine and start spending domestically on useful projects.
And much of this is accomplished by US trained engineers
Money is invested in Ukraine to combat Russia and is an American security interest
No, it isn’t.
Maybe get rid of some of the ridiculous EPA rules
That sounds good to me. We could be so much better off with a far more limited government.
While we’re at it, get rid of the DoE, DoE, BATFE, etc.
Isn’t today China dumpling US dollar for their own?
China is decoupling from the US dollar and is slowly starting to dump the US dollar/US Treasury’s, etc. They see what sanctions, all 7 rounds of them, are: they are directly and indirectly tied to the dollar, so by decoupling and dumping those things tied to the dollar. So when the US, etc. decides to play the sanctions game on China, it’s basically China giving the middle finger back.
Remind me again about where the Wu Flu came from, and who's been huffing and puffing about invading Taiwan for the past 3 years?
China failed miserably and lost many billions of Dollars in it’s expensive quest to make a 10 nm chip. Today they can make 25 nm chips. Taiwan is working on 3 nm chips right now!
This administration is the culmination of generations of socialists doing everything in their collective power to utterly and once and for all destroy these United States Of America as it was founded. Destroy the foundation, destroy what was built. That Nothing can stand without the foundation it was built upon is simple applied science....which is now owned by the wef. Their chosen tool of our destruction has always been using our own laws, ignorance and apathy against us while using our own taxpayer dollars to do it. The real enemy here is us. We seem too busy to notice so when it all falls down, we will all be shocked. Don’t worry though. It’s all been in slow motion so what you think you see isn’t really what you think you see because what you think you see happened long before you thought you saw it. Not pretty but pretty simple.
Agree. Always nice to see Putinist gaslighting in support of the Chinese Communist Party on FR. Birds of a feather as they say...
>>who’s been huffing and puffing about invading Taiwan for the past 3 years
Almost entirely the Western mainstream media.
There is very little huffing and puffing about invading Taiwan in Chinese media or government statements.
Bingo!
This could get messy.
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