Comments by "Anders Juel Jensen" (@andersjjensen) on "China’s ASML is Years and Years Behind" video.

But therein lies a problem: Something like Global Foundries 14nm process is so damn cheap per wafer today that mucking about with 42nm is pointless. 14nm is about four times as dense as 42nm, so you get four times as many chips per wafer. And when your chips are only a quarter the size the packaging gets cheaper, etc, etc. Micron, Samsung Foundry, SK Hynix, Global Foundries, UMC, TSMC and many many more are already 14nm capable. And the automotive market is already shifting towards 10/12nm for the infotainment systems.. Investing in 42nm today is utterly pointless, as there is already excess production capability in that area.
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@0xdeadbabe240 The point being that developing the tools to make DUV lithography is a dead end. Both Canon, Nikon and ASML makes DUV steppers and can deliver on request. Building a factory to build home grown steppers with a sub-par throughput is just bonkers. These are steppers that are going to be in less and less demand. I can certainly get behind the idea of competing for next-gen steppers that will ramp up in production over the next decade... But investing so heavily in something that is on the way out is... weird. Looks more like a pride thing than something with financial thinking behind it. Also I'm fairly certain that the majority of those 350 billion worth of imported chips are made on the advanced nodes. It's not like SMIC is a small fry with insignificant throughput. And both TSMC and GloFo has foundries in China too. So there is plenty of domestic production. There is plenty of opportunity to hold shares in domestic production.... but it's that pride thing, isn't it? It needs to be "purely Chinese", no matter if it makes sense or not, doesn't it?
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@m2heavyindustries378 It makes perfect Chinese sense: "Our scientists are not nationalistic enough and recommend that we buy our lasers from Lithuania. Quick! Make up a reason to print in the news paper about how Lithuania is a racist/bigot/discriminating/infringing state that hates China so we can tell our scientists they need to work 80 hours a week to develop the lasers we need!" It is a clearly defined goal of the Chinese government to attempt to end all imports of any kind. Everything should be Chinese made in China. And most things should be Chinese made in the rest of the world.
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@あなた以外の誰でもない Or perhaps the Taiwanese just like not having their internet censored. Or having a "social credit" score. Or having every "news outlet" effectively be a one-sided propaganda machine.... In fact, I don't even think their government need to spend much on anti-CCP campaigning since the Taiwanese already enjoy higher standards of living, better working conditions and a whole lot less "great leaps forward". And TSMC can't "just help China". TSMC has EUV tech because they're licensed to be a client of ASML. And ASML signed a contract with the US to get EUV, which require honouring US technology export regulations. But since you bring it up: even if TSMC could help China they most certainly wont. Just look at the vile methods SMIC tried because TSMC wouldn't botch. And this was well before EUV. TSMC don't want to help China because they have a brain. They full well understand that if China gets TSMC's capabilities they will lose billions right away.
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@TheNefastor That's just North/West European tradition pretty much... I have more paid vacation than ASML employees, and I'm just a lowly IT Tech who makes sure e-mail mail servers remember to check the stamps...
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True. But also don't believe in magic.
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@xky8124 Sorry, but you don't need to be around these parts for long to notice exactly what OP is talking about. Especially if it's a video that even remotely touches on Taiwan's history or accomplishments... That can turn the comment section into a shit-show within minutes of release...
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@sumonechan8514 No, that was a brain fart. There were 45nm and 40nm. If I recall correctly only TSMC did the 40nm variant. There were 32 and 22. I think that's where I got the 42 from...
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They have tried for four decades. And they're still two decades behind. If they catch up it will be because they stole it. Like they tried with SMIC....
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But... by then EUV lithography will be what 42nm is today: something to fill the eternal void of the dont-particularly-care-about-performance oriented market of sensors, wireless door bells, children's toys, touch panels on refrigerators, etc, etc.
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@V P Excellent performance Sir! Excellent! :D
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@nedelwre With the way things are going there is another option: a very very large parking lot with a glass like surface.
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