Follow on Google News
News By Tag
News By Location
Follow on Google News
China Has Won The Chip War On Ineffective Sanctions, But ASML Could Be Impacted Says Dr Robert Caste
Huawei's new Kirin chip is manufactured by Chinese company SMIC, marking China's success in the chip war despite US sanctions. It was built using ASML's DUV immersion lithography equipment and the U.S. will further sanction the technology
The Mate 60 Pro, introduced just last week, coincided with a high-profile visit by US Commerce Secretary Gina Raimondo to discuss bilateral business relations. This timing led state media to celebrate the perceived failure of US trade restrictions.
But there are three issues that point me to acknowledge that China has won the chip war:
These two topics are discussed in detail in this article, which are complimentary to my thesis that U.S. sanctions have not been working in China
The ability of China's SMIC to make advanced ICs has been stymie by U.S. sanctions. But the ability for SMIC to reach 7nm is nothing new. I pointed that out 15 months ago in a May 18, 2022 Newsletter entitled "Applied Materials: SMIC Move To 7nm Node Capability Another Headwind," which can be found on my website.
Importantly, in my newsletter I noted:
"My analysis shows that SMIC is in production on its N+2 node, equivalent to the 7nm node and comparable to TSMC. And it was accomplished without the use of EUV lithography, just as TSMC did with its first generation 7nm node (N7) introduced in 2018.
Instead of SMIC manufacturing 28nm logic chips at its new fabs in Shanghai and Shenzen China, SMIC has moved first to its N+1 node (8nm equivalent) and then N+2 node. Moving to a smaller node requires a different semiconductor processing equipment product mix, benefiting equipment suppliers."
I anticipate that the U.S. will impose these long-anticipated sanctions on ASML's DUV immersion lithography systems. Importantly, SMIC was able to reach 7nm despite U.S. sanctions and despite EUV sanctioned lithography equipment.
Web - http://www.theinformationnet.com
E-mail - email@example.com
CONTACT: Dr. Robert N. Castellano, 610/737-7596
INDUSTRY KEYWORD: semiconductor, smartphones