News China Increases Localization of Chipmaking Tools, But Still Lags Behind

[Admin]

Chinese companies produce more wafer fab tools, but still cannot make competitive lithography scanners.

China Increases Localization of Chipmaking Tools, But Still Lags Behind : Read more

 

[Li Ken-un]

Still Lags Behind

It’s still 2023. This should not be a surprise.

 

[mitch074]

Chinese companies produce more wafer fab tools, but still cannot make competitive lithography scanners.

China Increases Localization of Chipmaking Tools, But Still Lags Behind : Read more

Doubled in 2 years. In the next 2 years, at this rate, they could have 50 to 80% of their lithography locally sourced. In 5 years, they may just overtake competition on most used nodes, and nip at the heels of the market leaders.
In 10 years, they may make monster companies like TSMC, Intel or Samsung irrelevant.
Why?
Because US embargo gave them the impetus to do so - aim for foot, press trigger.

 

[Li Ken-un]

Doubled in 2 years. In the next 2 years, at this rate, they could have 50 to 80% of their lithography locally sourced. In 5 years, they may just overtake competition on most used nodes, and nip at the heels of the market leaders.
In 10 years, they may make monster companies like TSMC, Intel or Samsung irrelevant.
Why?
Because US embargo gave them the impetus to do so - aim for foot, press trigger.

Remind me in ten years. lol

 

[Mpablo87]

Give Them a Few Years ! !

 

[mitch074]

Remind me in ten years. lol

OK - take electric cars. It started 10 years ago. Who's both the largest market and the biggest maker? Take note: it's not the USA and it's not Tesla (https://www.ev-volumes.com/).
So, yeah - we'll see in 10 years.

 

[stonecarver]

Looking back Historically He who controls the water controls the population. The stakes are different, modern times same outcome.

 

[Li Ken-un]

He who controls the water controls the population.

Are we talking about gallium, rare earths, and such in this case?

OK - take electric cars. It started 10 years ago. Who's both the largest market and the biggest maker? Take note: it's not the USA and it's not Tesla (https://www.ev-volumes.com/).
So, yeah - we'll see in 10 years.

I mean, the standard disclaimer for investment products is usually “past performance is not an indicator of future returns.” Depending on how far back you look, different states had their moment at different times. The U.S. was indisputably in the lead in the past.

 

[stonecarver]

Are we talking about gallium, rare earths, and such in this case?

In a way I guess but my end result knowing getting a foot hold on who dominates future products CPU/GPU for whatever product will be a game changer.

cell phones
toasters
cars
your new TV
on and on

Again looking back historically ATT or Bell were the gods of the industry back in the day. Cell phones a gimmick only for the rich so lets not worry.

At lot of people have never even had a land line in there home. Cell phones are now the Gods of today.

So He who control's the water. could be he who is ahead of the game control's the industry.

I'm trying extremally hard not to make what I'm say political.

There is a big movement going on out there and should not be brushed off as ....................were good

 

[DalaiLamar]

It’s still 2023. This should not be a surprise.

Gotta to give them some cope. But we know.

 

[mitch074]

Are we talking about gallium, rare earths, and such in this case?


I mean, the standard disclaimer for investment products is usually “past performance is not an indicator of future returns.” Depending on how far back you look, different states had their moment at different times. The U.S. was indisputably in the lead in the past.

I'm trying to compare two sectors that are rather similar (technology + raw materials) and with a similar starting point : the Chinese government started pushing it as an industry.

• 2008 : Beijing has to host the Olympics. the city is overcome with pollution, central power is dictating that car emissions must go down drastically.
• 2018 : fossil fuel powered vehicles are hugely restricted in all Chinese cities. Consumers start buying electric cars en masse, where they were previously limited to small 2-wheeled and 3-wheeled vehicles that are now extremely common if cheap. The richest ones buy a Tesla.
• 2023 : electric cars have become extremely common in most cities, most are made locally, the majority by local companies. Finishing is excellent (0.3mm tolerance), battery techs are varied (not only Li-Po), price range and accessories go from barebone to top notch.

I've been to China once a year until 2019 (then, pandemic). My wife went again this summer. I've owned a small EV for the last 8 years, and when I replace it later this month, it will be a MG.
And there was no embargo on foreign EV cars - now there IS one, so if anything, they may just go faster on the transition.