The Gaps In The New China Lithography Restrictions – ASML, SMEE, Nikon, Canon, EUV, DUV, ArFi, ArF Dry, KrF, and Photoresist
www.semianalysis.com
News broke that the US, Netherlands, and Japan agreed to restrictions on DUV lithography equipment, but there are still many gaping holes in the new restrictions regarding equipment, chemicals, and component supply chains.
There is no long term vision for the sanctions. Do we really think with all the scientists and engineers that China has and will have, they won't be producing all these tools? 2 years ago we didn't imagine they would be producing chips at 7nm. I suspect they've been working on them for several years already.
If they start building these tools, western supply chain will be devastated.
Good note. Thank you.
There is no long term vision for the sanctions. Do we really think with all the scientists and engineers that China has and will have, they won't be producing all these tools? 2 years ago we didn't imagine they would be producing chips at 7nm. I suspect they've been working on them for several years already.
If they start building these tools, western supply chain will be devastated.
When will be i phone sold under 100usd?