• ASML: U.S. export curbs on China in focus

    From ltlee1@21:1/5 to All on Fri Oct 21 12:07:34 2022
    U.S. export curbs on China in focus

    "The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.

    As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.

    ASML told U.S. employees last week to stop servicing Chinese customers as a result.

    ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”

    “Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”

    ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."

    https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.html

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From stoney@21:1/5 to All on Sat Oct 22 08:32:58 2022
    On Saturday, October 22, 2022 at 3:07:35 AM UTC+8, ltlee1 wrote:
    U.S. export curbs on China in focus

    "The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.

    As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.

    ASML told U.S. employees last week to stop servicing Chinese customers as a result.

    ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”

    “Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”

    ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."

    https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.html

    ASML is not a US company. It is a company in Holland, The CEO of ASML does not want US to interfere them. Why is Holland scared of US. Is it US has so much power to sanction Holland for it?.

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From ltlee1@21:1/5 to All on Sat Oct 22 10:15:51 2022
    On Friday, October 21, 2022 at 7:07:35 PM UTC, ltlee1 wrote:
    U.S. export curbs on China in focus

    "The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.

    As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.

    ASML told U.S. employees last week to stop servicing Chinese customers as a result.

    ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”

    “Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”

    ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."

    https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.html

    Looks like US sanction regarding ASML products has a hole. Judging from the above, ASML is likely to
    deliver previously ordered DUV (Deep ultraviolet) orders to China next year.

    Concerning the most advanced lithogrpahic system using EUV (Extreme UltraViolet). China had ordered its
    first EUV system more than 4 years ago. But the scheduled 2019 delivery was delayed because ASML did
    not want to upset the US government.

    Under US governemnt pressure, the Dutch government is still withholding ASML's license to export EUV
    system to China. Can China make EUV lithographic system by itself?

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From bmoore@21:1/5 to All on Sat Oct 22 10:26:07 2022
    On Saturday, October 22, 2022 at 10:15:53 AM UTC-7, ltlee1 wrote:
    On Friday, October 21, 2022 at 7:07:35 PM UTC, ltlee1 wrote:
    U.S. export curbs on China in focus

    "The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.

    As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.

    ASML told U.S. employees last week to stop servicing Chinese customers as a result.

    ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”

    “Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”

    ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."

    https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.html
    Looks like US sanction regarding ASML products has a hole. Judging from the above, ASML is likely to
    deliver previously ordered DUV (Deep ultraviolet) orders to China next year.

    Concerning the most advanced lithogrpahic system using EUV (Extreme UltraViolet). China had ordered its
    first EUV system more than 4 years ago. But the scheduled 2019 delivery was delayed because ASML did
    not want to upset the US government.

    Under US governemnt pressure, the Dutch government is still withholding ASML's license to export EUV
    system to China. Can China make EUV lithographic system by itself?

    Not without more IP theft. Everybody uses ASML machines. I used to work there.

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From stoney@21:1/5 to All on Sun Oct 23 09:10:47 2022
    On Saturday, October 22, 2022 at 3:07:35 AM UTC+8, ltlee1 wrote:
    U.S. export curbs on China in focus

    "The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.

    As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.

    ASML told U.S. employees last week to stop servicing Chinese customers as a result.

    ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”

    “Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”

    ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."

    https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.html

    US employees are no longer to service Chinese customers also mean no longer travel to China or Taiwan to service them?.

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From bmoore@21:1/5 to stoney on Sun Oct 23 10:42:51 2022
    On Sunday, October 23, 2022 at 9:10:49 AM UTC-7, stoney wrote:
    On Saturday, October 22, 2022 at 3:07:35 AM UTC+8, ltlee1 wrote:
    U.S. export curbs on China in focus

    "The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.

    As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.

    ASML told U.S. employees last week to stop servicing Chinese customers as a result.

    ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”

    “Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”

    ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."

    https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.html
    US employees are no longer to service Chinese customers also mean no longer travel to China or Taiwan to service them?.

    Ban does not apply to Taiwan. TSMC is a Taiwanese company.

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From ltlee1@21:1/5 to All on Mon Oct 24 05:48:42 2022
    On Saturday, October 22, 2022 at 5:15:53 PM UTC, ltlee1 wrote:
    On Friday, October 21, 2022 at 7:07:35 PM UTC, ltlee1 wrote:
    U.S. export curbs on China in focus

    "The U.S. has recently introduced sweeping rules aimed at cutting China off from obtaining or manufacturing advanced chips which could be used in applications such as supercomputers.

    As part of those rules, Washington restricted “U.S. persons” who support the development or production of certain chips in China, including those for military uses, from doing so without a license.

    ASML told U.S. employees last week to stop servicing Chinese customers as a result.

    ASML’s Wennink said the company is “continuing to assess and follow the new US export control regulations.”

    “Based on our initial assessment, the new restrictions do not amend the rules governing lithography equipment shipped by ASML out of the Netherlands and we expect the direct impact on ASML’s overall 2023 shipment plan to be limited.”

    ASML’s machines are critical for firms wanting to make the most advanced chips. If Chinese chipmakers can’t get their hands on the tool, it will be incredibly difficult for them to catch up to the likes of TSMC."

    https://www.cnbc.com/2022/10/19/asml-q3-earnings-beat-sees-limited-impact-on-us-chip-curbs-on-china.html
    Looks like US sanction regarding ASML products has a hole. Judging from the above, ASML is likely to
    deliver previously ordered DUV (Deep ultraviolet) orders to China next year.

    Concerning the most advanced lithogrpahic system using EUV (Extreme UltraViolet). China had ordered its
    first EUV system more than 4 years ago. But the scheduled 2019 delivery was delayed because ASML did
    not want to upset the US government.

    Under US governemnt pressure, the Dutch government is still withholding ASML's license to export EUV
    system to China. Can China make EUV lithographic system by itself?

    The three secret sauce of ASML's EUV system: Dual work stage, light source, and optical lens.
    Looks like China is breaking through technologically. Of course, the most important question
    concerning the actual YIELD of Chinese made EUV system is remain to be answered.

    https://min.news/en/digital/8a41a7c1ce9bbf03753a624117b99b84.html

    "The reason why we are trapped in the chip ban is largely due to the lack of EUV lithography equipment. However, ASML, the only Dutch giant that can produce EUV equipment in the world, is restricted by "export control" due to the American technology
    accessories contained in its production line, so that it has never been able to sell the equipment to us.

    After Huawei was cut off, Ren Zhengfei visited the Chinese Academy of Sciences for help. The two sides reached a clear consensus: The key to breaking the ice of domestic chips is the EUV lithography machine.

    In order to realize the rise of "China Core", the Chinese Academy of Sciences took the initiative to take over the task and established a special EUV core technology research team, which is bound to complete the breakthrough in the shortest time.

    Unexpectedly, when ASML learned that we were going to develop EUV on our own, they would sneer and say: Even if they give Chinese drawings, they will make them. Although engineering academician Wu Hanming also said: EUV is the crystallization of global
    wisdom, it is very unrealistic for us to research and develop on our own.

    ... doubts and ridicules cannot obliterate the determination of Chinese scientists to break through the EUV monopoly.

    Sure enough, the good news came soon. Huazhuo Precision Technology took the lead and independently developed a dual-stage system, one of the core technologies of EUV, and became the second company in the world to master this technology after ASML.

    Witnessing China's R&D progress in the field of lithography, ASML, which once poured cold water, also immediately changed its tune. Not only did it show its favor to the Chinese market five times, it even began to “snatch”, saying: If the United
    States continues sanctions, China will be alone within 15 years.

    However, ASML obviously still underestimated the perseverance and strength of Chinese scientists, and never expected it to be so fast. In just one year, China's EUV lithography machine was about to land.

    In addition to the dual work stage system, EUV equipment has two core technologies, namely the light source and the optical lens.

    In terms of light sources, the scientific research team led by Professor Tang Chuanxiang of Tsinghua University successfully explored a new type of particle accelerator light source "steady-state micro-bunching" in February this year. Ultraviolet light
    is the working light source of EUV. What's more commendable is that China's independent light source technology is not only suitable for EUV, but also has a wider range of application scenarios.

    At the same time, the linear Lloyd lens coating device and nano-focusing lens coating device developed by Zhongke Kemei have also been put into use.

    These two devices combined with high-radiation light source equipment can almost meet the physical lens technology of all process requirements, including Zeiss lenses.

    This means that the three core technologies of EUV lithography machines have all been broken, and the Chinese Academy of Sciences has also fulfilled its promise."

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)