Why China Can’t Beat U.S. With Semiconductors

(1)Semiconductor facility investment plunges 65 this year, narrowing the market for South Korean equipment makers
(2)Input 20230714 AM 601
(3)中 Semiconductor facility investment went from 44 trillion won last year to 16 trillion won this year
(4)Average annual growth rate -112 reverse growth by 2026
(5)Major semiconductor equipment companies, including others, reduce their share of sales in China
(6)Equipment manufacturers have also narrowed their market in China
(7)China’s semiconductor facility investment plunged 65 percent this year
(8)SOD01
(9)a sharp drop in investment in China
(10)Experts say the U.S. smashed ChinaWhy is China at least for semiconductors
(11)Is it true that astronomical money is being poured out, but not just the United States, but not the Han
(12)SOD01 Investment in China drastically cuts
(13)Korea can’t beat semiconductors
(14)SOD 02 Semiconductor Common Sense
(15)The semiconductor industry is divided into three categories
(16)SOD 02
(17)Memory System Foundry
(18)I have data
(19)Semiconductor common sense
(20)Then I need to save this data
(21)a memory semiconductor
(22)Memory semiconductors are in charge of this
(23)SK Hynix
(24)Samsung Electronics and SK Hynix do the best in the world
(25)And it calculates the data and makes it easier to understand
(26)You need to make your computer or smartphone move efficiently
(27)System Semiconductor
(28)It’s the system semiconductor that’s in charge of this
(29)Apple, Nvidia and Google do the best in the world
(30)But Samsung Electronics, SK Hynix, Intel, etc
(31)No company can produce semiconductors on its own
(32)Even Apple and N.B.Google can’t make semiconductors
(33)But he’s good at drawing
(34)You can easily think about it and make the most delicious recipe in the world
(35)You don’t have the ability to make things like cooking and cooking with that recipe
(36)If you only have grilled apple and lay
(37)The place where you can get this recipe and eat is Foundry
(38)And the two best cook companies in the world are
(39)TSMC in Taiwan and Samsung Foundry in Korea
(40)There are companies that are helping behind the scenes
(41)To TSMC and Sammoundry, go to the world and make a good trip
(42)It’s a place that makes ash
(43)ASML in the Netherlands
(44)미국의 Applied Materials Lam Research
(45)And Tokyo Electron in Japan
(46)These are the places

(1)It’s hard to find the name of a Chinese company
(2)SOD 03 Why China Loses
(3)Semiconductors aren’t a fight between one country and one country
(4)It’s a war between China and the U.S., Japan, Taiwan, Korea, and the Netherlands
(5)The workers in the field have semiconductors
(6)”Comprehensive art”
(7)Almost all majors and researchers from all over the world
(8)It’s because we collaborate together to make it
(9)Let’s take Apple Semiconductor as an example
(10)The design is done by Apple researchers in CaliforniaAnd I’m sending this blueprint to Taiwan
(11)Taiwan’s TSMC is the EUV from the Netherlands
(12)SOD03
(13)Why China Loses
(14)Materials bought from Tokyo Electronics in Japan and why China loses
(15)Through the core parts from Zeiss, Germany, etc
(16)SOD 03 Why China Loses
(17)They make semiconductors
(18)You have to remember that semiconductors are the most complex technology that mankind has ever created
(19)Experts say that the complexity that comes with semiconductors is
(20)They say they can’t catch up without exchanges with technology powerhouses

(1)- Hankook Ilbo Economic Daily-03
(2)Why China Loses
(3)However, Professor Miller acknowledged the achievements of China’s semiconductor rise to some extent, but said, “China will not become a hegemonic country in the semiconductor industry.” The core of his argument is that it is due to the inherent difference of communism, which chose to isolate itself under the name of capitalist self-reliance, which would be impossible if it follows money
(4)Professor Miller said, “China’s semiconductor roll is going the opposite way to TSMC Samsung Electronics, which has grown into a major player in a short period of time by actively incorporating into the supply chain through exchanges and division of labor such as technology licensing,” adding, “The complexity involved in the production of equipment and design software in the highly specialized semiconductor supply chain is an area that cannot be caught up without exchanges with technology powers.” This means that China’s long-term, short-term large-scale capital investment is not a panacea for semiconductors
(5)”The success of the roll is likely to depend on the degree of export control of the U.S., Japan and the Netherlands,” he said
(6)China, China, China, China’s long-term, an emerging Western agenda that hits large-scale capital investments in a short period of time
(7)But those investments in China are not a field that works for semiconductors, even in one Western process
(8)It takes hundreds of materials and equipment to build a semiconductor
(9)SOD 03 Why China Loses
(10)wafer oxidation photography
(11)Etching thin film metal wiring
(12)Ion packaging
(13)There are a lot of processes in it
(14)It’s a field where international cooperation is essential
(15)Doing it alone in China
(16)It’s like trying to beat the whole world by China aloneIn other words, the reason why China cannot beat semiconductors even in Korea is that cooperation is the most important area for semiconductors
(17)SOD 03 Why China Loses
(18)Because the United States holds that cooperationIn fact, the amount of facility investment in China this year is
(19)It’s expected to be less than half of what it was last year due to the U.S. sanctions
(20)According to market research firm Gartner
(21)China’s facility investment volume is year-on-year
(22)Crosun03 Why China Loses
(23)Semiconductor facility investment plunges 65 this year, narrowing the market for South Korean equipment makers
(24)Input 20230714 AM 601
(25)中 Semiconductor facility investment went from 44 trillion won last year to 16 trillion won this year
(26)Average annual growth rate -112 reverse growth by 2026
(27)Major semiconductor equipment companies, including others, reduce their share of sales in China
(28)Equipment manufacturers in Korea have also lost ground in the Chinese market
(29)It’s dropped by more than 65
(30)Semiconductor facility investment growth rate by 2026
(31)- 112 is expected to continue to grow in reverse
(32)Soda 03 Why China Loses
(33)Economic economy in general
(34)If semiconductor production in China is not maintained and high-tech equipment is not introduced, it will be eliminated
(35)Reporter Kim Hee Seung, subscribe
(36)U.S. Commerce Unit Announces China Guardrail
(37)China’s production expands by 50,000 over 10 years
(38)It has also increased its accumulation, and it is only maintaining the breathing room for semiconductor production in China.”
(39)Export control must be avoided to enable process conversion
(40)I can’t think that it’s okay if I don’t have semiconductors
(41)Because almost everything that competes in the 21st century is built on a semiconductor
(42)Smartphone competition is also a semiconductor competition
(43)SOD 03 Why China Loses
(44)Smartphone competition = Semiconductor competition
(45)- How much is the smartphone chip? – Because it’s performance
(46)Because out of Galaxy Exynos and Qualcomm Snapdragon Apple A series
(47)It’s because of this competition
(48)Display competition = Semiconductor competition
(49)Diode = semiconductor device
(50)Diodes used in displays are semiconductor devices after all
(51)”Competition for automobiles and semiconductors”
(52)Because the car is electronic
(53)The car starts with an electric car
(54)The mother and son cars are now electronic
(55)This is also a competition for semiconductors
(56)Everything that goes into the electronic device has semiconductors
(57)There’s nothing I can’t hear
(58)SOD 04
(59)The strength of the U.S. is
(60)Semiconductors are the nation’s technology
(61)China establishes ASML of the people
(62)If you build a communist polarizer, you’ll get blood
(63)SOD 04 The strength of the United States is
(64)The U.S. and Korea, Japan, and Taiwan
(65)I’m sure they’re already commercializing the next generation of technology
(66)He’s going to be in front of me
(67)And it’s the United States that’s leading this semiconductor cooperation
(68)It’s a compliment that you might be confused about because I think it’s an unnamed country
(69)Do you know this
(70)Even though it’s until ’88
(71)BOK kit
(72)Global Semiconductor Market Share 402
(73)SOD 04 The strength of the United States is
(74)It was Japan
(75)the heyday of the Japanese electronics industry in the 1980s
(76)It was called the world of semiconductor production, Ireland, but in the past, Japan sold its products to the U.S. with American technology, saying, “We’ve lost the U.S., we’ve been deluded, and Japan has fallen in return.”Kyushu once made 10 Korean pancakes
(77)Silcon language
(78)in the fantasy of “It can be long.”
(79)The U.S. government in the mid and late 1980s
(80)The results of retaliatory tariffs on Japanese Peninsula products becoming a non-substitute export competitiveness were disastrous. According to a strategic document published by the Ministry of Economy, Trade and Industry in June 2021, the U.S. strengths were combined with the strategic document on economic industrial sex semiconductors
(81)It’s my job
(82)June 2021
(83)Problem past 30
(84)Decline in Semiconductor Presence for a Year
(85)”Possibility of zero occupancy of general conductors in 2030″
(86)Japan, which does not have trade friction between the U.S. and Japan, has reached the point of emphasizing that Japan’s share of semiconductor documents in the global development and procurement market may be zero by 2030. History tells us that countries that are against the U.S. are not going to be able to act against the U.S. The strongest strength of the U.S. is that the U.S. is not going to be
(87)- Japanese style
(88)
(89)In other words, there’s absolutely nothing
(90)It’s the country’s life

(1)SOD 04 The strength of the United States is
(2)The existence of Apple, Nvidia, Google, and other big tech companies
(3)SOD 04 The strength of the United States is
(4)It has the power to lead the equipment and materials companies that support it and the technology cooperation
(5)Now the blade is facing China
(6)The technology gap is significant and the situation is not good
(7)Semiconductor Independence Experiment from Lectures in China and the U.S
(8)Article Input, March 22, 2023, 1018 Last revised March 22, 2023 1637
(9)Shanghai Stock Exchange’s Keqiang Pan Company Use Domestic Equipment to Operate 12-inch 65nm foundry plant in April Independent semiconductor investment to escape dependence on Western equipment
(10)Beijing = News Pim correspondent Choi Heon-kyu = China is pushing for the production of 65nm semiconductors using pure domestic semiconductor equipment, China’s anti-conductor, a media outlet specializing in the Chinese semiconductor industry, recently reported
(11)The media reported that Yandong Micro 燕微 Co. YDME 688172SH, a Chinese semiconductor company, plans to start operating a 12-inch 65nm foundry plant based on pure Chinese semiconductor equipment in April at a cost of 7.5 billion yuan 1.4 trillion won
(12)Yendong Micro decided to officially operate its 12-inch foundry production line from April this year at a board meeting held in mid-March This move does not depend on Western equipment technology, but China will only use its own semiconductor equipment and technology, and China will promote 65nm semiconductor production using only the technology produced purely in China in March 2023
(13)SOD 05 The future ahead
(14)However, through international cooperation such as the United States and the Netherlands, the Republic of Korea has already announced that it will exceed 3mm and do 2m
(15)Source Samsung Electronics Semiconductor Newsroom
(16)When I went to the Samsung Foundry Forum that I heard in Silicon Valley
(17)A lot of researchers emphasized 2 nm
(18)Samsung is already at that stage
(19)For your information, the 65nm process is
(20)in the future
(21)65nm Process Technology Competition Ignition
(22)Issue date 2003-08-08 1502
(23)Japan Develops 30nm Processing Technology First 攻
(24)65 Technology, a next-generation semiconductor manufacturing process
(25)Download relevant statistics
(26)Technology Development Between U.S. and Japan to Take the Lead
(27)The competition is heating upCompetition for 65nm Process Technology Development
(28)I’ve heard that Japan in the land of Wassipel has secured technology that is friendly forest, and even if you look at the article, Japan and the United States did it in 2003
(29)It’s a technology from almost 20 years ago, including the Net Nihon Keizai Shimbun. After securing technology in the field
(30)Without international cooperation, in an era of two meters
(31)It’s a sad fact that we have to do 65nm, which is 20 years behind us
(32)SOD 05
(33)the future of the future
(34)The situation in China is not good either
(35)To make matters worse, April 2023
(36)EU’s growth potential is expected to affect pressure on China in the future
(37)China’s semiconductor rise faces another challenge as Europe steps up its advanced semiconductor nationalism
(38)Above all, China is wary of the possibility of cooperating with the U.S., which focuses on cutting off Judea China’s high-tech semiconductor exports and technology
(39)Doing.
(40)According to foreign media, the EU enforces a law to invest 43 billion euros in the EU’s semiconductor industry on the 18th local time
(41)The agreement is expected to shift the EU from defensive to offensive in the semiconductor industry By 2030, the private sector and
(42)The main point of the EU Semiconductor Act is to expand EU Global’s conductor market share to 20 in the public
(43)With MCs such as Dutch NXP-German Infineon and Swiss ST Microelectronics, which have entrusted production to Taiwan’s TSUMC
(44)Fabless May Be Directing Semiconductor Production In addition, ASML of the Netherlands is a semiconductor manufacturing equipment, extreme ultraviolet rays
(45)As the EU joins the race
(46)CIML and Zhar challenge new company
(47)China’s semiconductor rollout of exposure equipment faces all-time difficulties EUM
(48)SOD05
(49)It’s hard to deal with the U.S., Korea, Japan, and Taiwan
(50)”Hey, let’s compete together! It’s like jumping in.”
(51)So far, the EU has
(52)It did not respond to U.S. demands to join the pressure on Chinese semiconductors
(53)Now things have changed a bit
(54)The Netherlands, NXP Germany, Infineon Switzerland ST Microelectronics Co., Ltd., will produce to Taiwan’s SMC TUMC
(55)In the future, meaning
(56)Pepris Could Be Directing Semiconductor Production In addition, ASML in the Netherlands is a semiconductor manufacturing equipment, extreme ultraviolet rays
(57)It boasts the best technology to exclusively produce EUV exposure equipment
(58)Considering these circumstances, the growth potential of the EU semiconductor industry is not small. To strengthen the competitiveness of Korea’s Samsung
(59)Some predict that it will actively encourage the construction of factories in Europe such as Electronics vs. TSMC. Only the EU should pay attention to
(60)U.S. pressure on China escalates as such attempts to nationalize semiconductors are aimed at China’s rise in the advanced semiconductor industry
(61)be in the middle of
(62)The EU has not responded to U.S. demands to participate in high-tech semiconductor pressure on China, but now it is
(63)Analysts say that it has changed. In fact, the G7 diplomatic chief of seven major countries held in Karuizawa, Nagano Prefecture, Japan, on the 16th and 18th
(64)The EU’s current is read in the central light of the churchIn order to reduce China’s dependence on high-tech semiconductors, there was a consensus
(65)It is a member of the British G7 countries, France, and Germany
(66)In fact, at the G7 Diplomats Conference held in Nawol, Japan in 4023, in Kano
(67)To reduce the country’s dependence on advanced semiconductor materials
(68)It’s so drudgery in
(69)There were more opinions like that than in the previous Donald Trump eraU.S. President Biden’s administration is already at Hankook University
(70)Now that you’re in the competition on the peninsula, there’s no way you’re going to get into a conflict with China
(71)Then why do you have to do semiconductors in the U.S
(72)Are they checking and sanctioning like this
(73)says Crimillus of Chip Warfare
(74)All of China’s important technologies are WICON
(75)When will it be broken? Foreign countries have been alive