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Not making the news in western media yet is PRC claims to have started mass producing their indigenous 28nm litho (70% of global wafer use) this month... the es
by maxglute 2y ago
Not making the news in western media yet is PRC claims to have started mass producing their indigenous 28nm litho (70% of global wafer use) this month... the estimated cost is 1/30th of ASML machines. Extrapolate and they're on trend of produce 14nm machines at comparable fraction cost in next few years.
- bee_rider 2y agoIt seems hard to extrapolate there—the 30nm-10nm range is where Intel really started to start having trouble, right? Anyway, this seems like a bigger problem for companies whose business model is actually selling those chips. It couldn’t be the case that much of ASML’s valuation is based on people continuing to use their old 28nm machines, right?
- bgnn 2y agoNot that hard for China since they have hired a lot of TSMC top emgineers, like the head of TSMC finfet program. TSMC seems to treat them like dirt while they are treated like superstars in China. Main deficiency they have is in the litho machines.