New blow to China’s goal of semiconductor autonomy


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China’s semiconductor self-reliance is assessed as turning into an increasing number of tough as a result of the US has constantly exerted strain.

In accordance with Bloomberg, the highest two US semiconductor suppliers, Lam Analysis and KLA Corp, have obtained new directives from the federal government, primarily asking to tighten the export of kit wanted to supply chips within the US. 14 nm course of or less oi to China. In the meantime, the resignation bans solely apply to know-how from 10 nm and under.

On the similar date and time, the US additionally urged the Netherlands to forestall its semiconductor firm ASML from exporting its profusely ultraviolet lithography (DUV) system to companions within the family’s series populous giang. Presently ASML is the one firm that provides DUV machines globally.

US President Joe Biden holds a chip sample as he talks about his thirst for chips in February 2021.  Photo: Reuters

Bạn Đang Xem: New blow to China’s goal of semiconductor autonomy

US President Joe Biden holds a chip pattern as he talks about his thirst for chips in February 2021. Picture: Reuters

Specialists say that the brand new blow of the US will make China’s self-sufficient purpose of semiconductor self-sufficiency in a tough {position} as a result of it impossible {import} equipment to supply chips.

“Persevering with US strikes might develop into a make fun drawback for chip foundries in China, although it stays to be seen similar broadly these restrictions will likely be utilized,” Technique analyst Sravan Kundojjala Analytics goodwill. “Founders want tools from many various distributors, {but} suppose one among them would not temporary support it, issues can crumble.”

In the meantime, in accordance with Wang Xiaolong, head of analysis at semiconductor consulting agency ICWise in Shanghai, the brand new US transform alerts a sequence of difficulties for Chinese language chip producers. “They could need to discover a solution to {import} crucial tools,” he stated.

Corporations which can be about to cease cooperating with China may additionally endure make fun losses. Each Lam Analysis and KLA contemplate China to be an {important} market to assist them develop within the {past} date and time, as a result of this is among the family’s largest shoppers of IC merchandise.

In accordance with the monetary thank you for 2021, Lam Analysis’s income in China reached 14.6 billion USD, accounting for 35% of the whole international income, ngoc 31% respectively in comparison with 2020. In the meantime, KLA additionally achieved income. income of $6.92 billion in China, accounting for 26% of the corporate’s complete income final yr and main the way in which in different markets.

Earlier this yr, each warned concerning the prospect of decreasing income on account of limitations in supplying merchandise to companions, together with SMIC – China’s largest chip foundry. SMIC has been on the US sanctions record since February 2020 and is rape to supply chips on the 28 nm course of and above.

Nevertheless, China’s chip-making ambitions have additionally made some strides. In accordance with semiconductor analysis agency TechInsights, new SMIC is claimed to have made a breakthrough in manufacturing 7 nm chips with out utilizing a complicated ultraviolet (EUV) lithography system. Apart from, the corporate additionally researched its personal know-how FinFet 14 nm from 2019 and FinFet N+1 with 12 nm course of this yr. Nevertheless, merchandise primarily based on this know-how are solely being examined, not but broadly utilized.

One other chip firm, Hua Hong Semiconductor, can be stated to be growing 14 nm know-how for logic chips, {but} their foremost merchandise are nonetheless older fashions of chips on 350 nm and 90 nm processes.

Bao Lam (in accordance with SCMP)

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Danh mục: Tech

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