BEIJING : This Dec. 21 story has been corrected to clarify that the ban was on the export of technology to make rare earth magnets and that the ban on technology to extract and separate critical materials was already in place, in paragraphs 1 and 6. It also removes context and the comment on rare earth processi
No better way to boost diversion, and probably a net win for the planet considering how dirty and environmentally harmful the rare earth supply chain is today.
2nd best thing, since TSMC cut off ties with the PRC, considering they incentivized China to build their own shit…
Yup, though you are comparing 19th century tech to cutting edge tech: the PRC isn’t going to crack EUV lithography on its own any time soon
China can’t make modern electronics
Okay they can make modern electronics but they’ll never design their own domestic brands
Okay they made their domestic brands but they’ll never achieve market dominance
Okay their domestic brands dominate their own market but they’ll never see export success
Okay they’re seeing export success in the EU, India, SEA, and the Middle East, but they’ll never make their own RAM or set teleco standards
Okay they made their own RAM and helped define the standard for 5G, but they’ll never make their own processors.
Okay they made their own processors but they’ll never make anything smaller than 10nm
Okay they made a 10mn chip but they’ll never make a 7nm chip
Okay they made a 7nm chip but they’ll never make a 5nm chip
Okay they made a 5nm chip but they’ll never crack DUV
Okay they cracked DUV but they’ll never crack EUV <------ YOU ARE COPING HERE
Okay they cracked EUV but they’ll never make a 4nm chip
Okay they made a 4nm chip but they’ll never build a chip factory around a large scale particle accelerator
Okay they built a large scale chip factory around a particle accelerator but…
You obviously fall into the trap of believing that hard science cares about politics, and that money thrown at problems as part of national strategic planning magically solves them. But for anyone else legitimately interested in understanding the topic better and having a glimpse at its complexity, those are great resources:
https://www.youtube.com/watch?v=RmgkV83OhHA
https://www.youtube.com/watch?v=5Ge2RcvDlgw
If the above is too advanced, this can serve as a good primer and answers “how the heck did we get there”: https://www.youtube.com/watch?v=Pt9NEnWmyMo
Also, I never wrote that China will never get to EUV (or eventually something beyond that), just that it will take a very long time, because the complexity is spread across several very distinct scientific disciplines, integrating them is a challenge of its own (again, watch the videos), and packaging this into a system that meets the scale and reliability requirements to make it commercially viable hasn’t been reproduced to date.
EUV is complex, unlike nuclear weapons and energy, 5G, space stations, probes to the dark side of the moon and hypersonic missiles. Those things are simple.
EUV is complex. And more so than the accomplishments you mentioned: nuclear weapons were cracked in the 1940’s, probe moon landings in the 50’s and space stations in the 70’s. All have since been reproduced by several nations in isolation. That is not the case of state of the art lithography. No single nation “owns” it because it truly is a multinational endeavor.
(And actual hypersonic missiles haven’t made it to the battlefield, and 5G is about commoditization and standardization, by the ITU, an organ of the united nations, so I’m not sure exactly how that adds to your rhetoric)
Way to put your ignorance on display.
Really? Then how come Russia has had them in service since 2017 and China deployed theirs in 2019? This is just cope from western “military experts” online that can’t deal with the fact that Russia and China have better missiles than America.
Again, not a military expert, but have you been living under a rock for several years and missed this whole Ukrainian “special military operation”?
Russia’s hyped Kinzhal missiles, which promised to defeat air defence systems and be manoeverable at supersonic speeds are being shot down by 80’s era surface to air missiles. And I don’t think anyone has been in a position to assess China’s capabilities in the matter and I have no interest in discussing your beliefs.
Edit: forgot to say this really has nothing to do with advanced lithography, anyways…
Your overall point about EUV being difficult isn’t wrong, but this line is really where the typical liberal forecasting of China’s capabilities fall apart: they don’t give a shit about it being commercially viable, they give a shit about having the industrial capacity.
The reason why EUV is more or less a cartel monopoly in the West is that it’s a cobbled together collection of scientific principles that work well enough that the first few companies that figured it out could make insane profits off of it, and then proceeded to patent the shit out of it to prevent anyone else from doing so. The engineering behind EUV is… not great from a reliability standpoint, most notably the fact that EUV has an average downtime of something like 10% (meaning your fabs are offline 10% of the year for maintenance), in large part because you’re shooting little droplets of liquid metals with a high intensity laser which tends to splatter and require cleanup. There are potential alternatives to this process for creating the kind of UV light you need for lithography, such as particle accelerators, that are theoretically superior but the R&D into those alternatives costs tens of billions of dollars with no guarantees that any of it will ever become profitable, so Western capital doesn’t bother trying.
China doesn’t have that profit restriction. It needs the ability to produce bleeding edge chips to remove its reliance on an increasingly hostile West, and it has not only the engineering and scientific power to brute force that kind of R&D but the ability to devote a sizeable portion of its national resources to doing so. It doesn’t matter if its profitable, it matters if they’re able to decouple a critical industry from the West and ignore sanctions accordingly, and that has infinitely more value than a shareholder dividend, so they will put the resources into doing so and, inevitably, they will figure it out. And from what we’ve seen over the past 2 years since the trade wars have started, they’re not only succeeding but doing so ahead of expectations, in large part because increasing tensions have made life a living hell for Chinese scientists and engineers abroad working in these industries due to racism and suspicions of spying which push them to emigrate back to China and lend their expertise there instead.
In 20 years, chips made in mainland China will be competitive or even superior to their Western counterparts unless the West undoes 50 years of neoliberal rot overnight and replicates what the CPC is doing for silicon manufacturing or the CPC collapses and China experiences the same shock doctrine that the former Soviet states did in the 90s, and neither of those outcomes look likely right now.
You definitely know you’re winning when you’re constantly complaining about your opponent. You hate communists yet allow them to live in your brain rent-free. Interesting.
that’s cool and all but china has carrier-killer hypersonic missiles and ameriKKKa doesn’t
Look in the fucking mirror champ
You’re trying to tell me a rapidly developing, well-resourced country will hit some arbitrary technology threshold because communism. You know, the political system that put the first man in space a generation after most of the USSR wasn’t even literate.
Don’t you think that you are over-reading a little? I never brought up communism nor any socio-economical ideology for that matter. Quick tip for you: try to read some about economics and China if you nurture any expectation that it is a communist state other than in name.
Seems like you missed something if that’s your interpretation
If that’s the point you want to make, do back it up if you want others (i.e. anyone who cares, i.e. not me) to comment on that?
If you don’t think China is communist, why do you think it will hit whatever arbitrary threshold you’re imagining?
I think we know why
China doesn’t need to produce the fast chips because their comparative advantage is in quantity manufacturing.
Sure thing, until you realize that China isn’t that big at all as the 5th largest producer of semiconductors behind Taiwan, Korea, Japan and the USA:
https://worldpopulationreview.com/country-rankings/semiconductor-manufacturing-by-country
China is listed as the largest and 5th largest in your source
“Okay, China built a jump gate to Alpha Centauri, and I’m currently working as a Bloodbag for Immortan Joe, but seriously, when are these tankies going to admit that communism and fascism are the same?”
Ok, but what the heck does that reply have to do with anything?
People were really underestimating how quickly China could make chip progress, too
Whatever people’s estimations, we’ve yet to see this progress that you are talking about. It’s an interesting race for sure.
https://www.tomshardware.com/tech-industry/semiconductors/china-poised-to-break-5nm-barrier-huawei-lists-5nm-processor-presumably-built-with-smic-tech-defying-us-sanctions
SMIC makes 5nm chips with DUV tech when Intel can’t break 5nm with EUV and billions in subsidies.
If it were a ban on the rare earth minerals themselves, yes, but a ban on the extraction technologies just secures dependence on Chinese sources.
The reason China is a major exporter of these minerals has less to do with their availability in China and more to do with their lax environmental regulations, which allow extraction via means that are prohibited in many other countries.
So preventing their extraction in countries where stricter environmental standards are in place just means more environmental damage.