EUV lithography machine is no longer critical, American think tank: China and the United States will compete in new areas!
Are Chinese companies at the forefront of the market? U.S. think tank: EUV lithography is useless, and China and the United States are competing for a new market.
After Huawei relaunched the Kirin 9000 S processor, the United States lost trust in its own chip control, coupled with the activities of American companies in Washington, forced Biden's team to make concessions and decided to suspend the ban some time ago, but this does not mean that the United States has completely abandoned this ban.
During the chip period, the United States lost chips and systems"Monopoly rights", and Huawei, in the case of total suppression, assisted China in conquering"Coreless and soulless"The problem, the Kirin and Hongmeng system, has become a pain in the heart of American companies, which is in response to the saying "the more it is suppressed, the more introspection". This is the so-called "the more suppressed, the more introspected".
The United States believes that if TSMC terminates the foundry, China will not be able to obtain high-quality chips, but the 7 nm Kirin 9000 S back, which is equivalent to a water drift, even if it is three years behind in advanced process technology, but at least the Chinese can touch this.
China has abandoned its obsession with silicon wafers in favor of other approaches, as ASML's supply of extreme ultraviolet lithography equipment has stalled and production has not been able to resume for some time.
EUV lithography machine is the world's top industrial equipment, its core technology is imported from more than 20 countries, not to mention its own development, the integration of the industrial chain alone is difficult, so if China wants to really get rid of the blockade of the United States, the only way out is to develop higher-end semiconductor materials.
At present, the development of semiconductor technology in China has been in"Secret"The state of Huawei's Kirin 9000 s, outsiders are not clear, people speculate that it may be because of the significant progress made in the lithography process, but there is no definite proof yet, but it is certain that this industrial chain must be completely different from the scientific and technological systems of European and American countries. Otherwise, they will be jointly punished by other forces.
There are different views on whether Kirin will return to the market, and the American think tank "China and the United States will compete in silicon-based photonic technology, which will change the current situation in semiconductors and artificial intelligence." ”
In fact, even before the introduction of integrated circuit design specifications, there were rumors of Moore's Law in the industry, but today's recognized process technology above 1 nm may also be about to enter the mass production stage, which means that the future development will be the future development trend.
However, in the face of the growing volume of high-bandwidth, low-power big data, China faces an unprecedented challenge, requiring tens of thousands of different types of processors to optimize for a huge AI model to be able to learn successfully, but this has changed a lot in the past few months.
In China's development strategy, optoelectronic technology is particularly mentioned, which is regarded as an important factor in breaking through the advanced technology of Europe and the United States. Now China's silicon science company has prepared a production line for optoelectronic devices, and Huawei and Alibaba have also entered this field.
In the field of optoelectronics, China is in the leading position in the world, and there is no need to be limited to EUV lithography, universities and research institutions around the world are in the leading position in the world, and it is only a matter of time before overtaking in corners.