Comments by "Arabic Reja" (@ArabicReja973) on "US Lawmaker Says SMIC’s Huawei Chip May Violate Sanctions" video.

  1. (Long) This is how Huawei produced its 7nm Kirin 9000 chips via SMIC for its Mate 60 Pro: - SMIC managed to tweak the simpler DUV chipmaking machines that were designed to produce more mature nodes,14nm and up, to produce the 7nm chips. - China is free to buy DUV machines from the Dutch company ASML but curbed from buying more advanced EUV lithography machines. - The tweak of the DUV machines made the process very inefficient, with a low yield rate at 20% to 50% per waffer, compared to the EUV machines at 90%. - This DUV tweak process is inefficient and costs a lot more on a per chip basis. - Huawei is currently selling its phone at a loss because of expensive chips inside. - With this, China has made limited progress, but far from a breakthrough in the chip-making industry. - How long Huawei or SMIC can absorb the loss is still a question provided they are unfairly heavily subsidized by the Chinese government. - One thing for certain: the US will broaden hasher tech restrictions and plug any loopholes that Chinese firms are exploring. Netherlands has said it will impose export control to limit SMIC's access to more DUV machines.
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  2. China's 🇨🇳 SMIC provided Huawei, which is in the US blacklist, with Kirin 3000 chips. These chips were produced by the Dutch DUV chip-making machines which were run by American software. - Thus, SMIC provided Huawei with American products, which violated by American laws.
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