China is flexing its muscles. Does the West have anything to fear?
China is doing better and better in the semiconductor market, and even the Japanese confirm this. However, they still have a long way to go.
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It’s no secret that China They have been trying to become independent from Western technologies for a long time. This is not so much a choice as a necessity with the sanctions imposed by United States and partner countries. Thus, the Middle Kingdom wants to create own CPU, GPU, SSD, EUV machines and much more.
Huawei is working on its own EUV machines
YMTC is one of the largest Chinese companies that produces NAND chips, i.e. memories used in semiconductor media. According to the latest data, the Chinese are already producing from 400 to 500 thousand silicon wafers annually based on the latest technologies.
Although the numbers make the impression that, as usual, the devil is in the details. A good portion of these silicon wafers are test batches, often with mediocre yields. It is also worth noting that according to SemiAnalysisChina still relies on foreign tools, photosensitive materials and precursors.
However, this is gradually changing. SUMCOa large Japanese company that supplies raw silicon ingots and polished wafers, has seen its revenues decline. According to Mayuka Hashimoto, CEO and president of SUMCO, this is influenced China’s growing independence.
The Middle Kingdom has huge deposits of natural resources and more and more plants to process them, and not just simply export them. However, advanced technologies are a problem. For this purpose, the Chinese Communist Party is pumping billions of dollars into China’s semiconductor industry.
They are used, among others, for: poaching specialists from TSMC, Samsung, SK hynix and other companies to obtain the missing know-how. The last link are advanced EUV tools, which are almost exclusively supplied by the Netherlands in the world ASML. However, apparently Huawei is already working on its own machines.
