Weebit - 2021and beyond, page-4290

Thanks to the previous US administration slamming shut on SMIC and Highway (because they are both directly sponsored by Beijing) the bottle neck has tightened - SMIC are doubling down but without decent 14nm finfets ( poor design metrics leading to poor yield) and they're looking to work double patterning which has its own set of difficulties for them...currently max 2% revenues from 14nm.....they cannot source equipment for the smaller geometries......China is absolutely going to start to use the bear hug on Taiwan.....

China consumes 60% of the global semiconductor production and produces just slightly higher the 15% .....we know they are suffering supply issues - they're not alone there though...

Memory ?
You need a good process flow recipe and access to tools to succeed in memory - thats why SiEN (Chang) is doing what they're doing...if you're going to run NAND you need equipment that runs super high ratio etches ......LAM has these and no-one else - if you can't get em you're screwed....EUV tools they don't have and can't get (you need em if you want to scale at and below 5nm - fab critical you might say for developing advanced memory tech....thats what WBT bring to SiEN - enablement = $$$$$

These guys in China need partners to succeed - that's the fact of it - no politics - simple dollar related and progress related reality

Again that's the reason for the bear hug policy with Taiwan

Important to remember that these US policies are also hurting themselves - the supply line to China is a 40 - 50B industry in equipment sales - guys like ASML EUV, Applied Materials, LAM etc etc these guys want to keep doing business in the region - they're hurting - they see Chinas' expansive drive as a massive opportunity the likes of which the industry has never seen....

I could go on but its a hard read im guessing - enough to keep front and centre of mind XTX and SiEN - real world opportunities of a size and nature that will blow minds - thats why the management of WBT are saying what they're saying ...who else is able to negotiate this path atm globally - no one is my answer - hang on -its going to be....soulman, are you there?

just keeping it real - all in my own opinion

looking forward to the fab / XTX news flow...or any other for that matter - be assured - its coming

GLA