China’s Homegrown EUV Machines Rumored for Q3 Trial Production, Spelling Trouble for ASML
China’s Homegrown EUV Machines Rumored for Q3 Trial Production, Spelling Trouble for ASML
www.trendforce.com
[News] China’s Homegrown EUV Machines Rumored for Q3 Trial Production, Spelling Trouble for ASML | TrendForce News
Feels like we have news like that every quarter but not a lot of actual change. Does any foundry outside of China, e.g. TSMC, buying or even getting any partnership to test them? Without subsidies? What's the yield relative to alternatives?
It does beg for a DeepSeek moment for hardware, namely actual competition stemmed from necessity, but again so far that race has been a lot of claims.
https://www.theguardian.com/world/2023/mar/02/china-leading-us-in-technology-race-in-all-but-a-few-fields-thinktank-finds What do you think the logical outcome is? China has made phenomenal progress and all the bans and geopolitically motivated sabotage have only accelerated it.
They have plenty results in this field not 'claims'. I don't see how you can be dismissive of this.
@Bloomcole@lemmy.ml
I've heard (not recently) that they're far ahead in AI. I hope I don't see war with them in my lifetime. It would be disastrous for the world.
@yogthos@lemmy.ml @utopiah@lemmy.ml
I let you read the comments from their source since you didn't actually bother reading mine.
Edit: people can check my Lemmy history on the topic, I ask the same thing here every few months. Anyway also the moment to suggest Chips War (even though, as always, outdated) as a good book IMHO on the geopolitics of chips manufacturing.
It's weird to claim there's no actual change when the change is very visible. China is now making their own chips domestically that are only a generation or two behind the bleeding edge. Also, why does it matter whether they're subsidizing chip production or not?
The visible progress that you're asking for will happen when all the pieces of the puzzle come together. China has to develop performant RISCV based chip designs that's what XiangShan project is doing. They also need to physically build the EUV machines, which is what this article is talking about. Then they will start pumping out chips that are competitive with bleeding edge TSMC chips.
You can look at how other industries like rail, electric vehicles, clean energy, and so on developed in China previously. It's always the same pattern where there's a few years of build up, and then there's an explosion of this tech on a scale nobody has seen before.
Maybe I'm missing something here, which chips are you talking about? Are you talking about something other than Kirin 9000S and if so which ones please?