China's SMIC and Huawei have surged ahead in chip technology, defying the U.S. restrictions aimed at curbing their technological advancements, Burn J. Lin, a former TSMC vice president, told Bloomberg in a rare interview. He believes ASML lithography tools that SMIC already owns will allow the company to advance to a 5nm-class fabrication process.
"It is just not possible for the US to completely prevent China from improving its chip technology," Lin told Bloomberg.
But being limited to tools that it already owns, SMIC has no other option but to use multi-patterning for finer resolutions. Apparently, it has managed to achieve yields acceptable to Huawei. As a result, one can ask whether the U.S. government's curbs against China's semiconductor sector work.
"What the US really should do is to focus on maintaining its chip design leadership instead of trying to limit China's progress, which is futile as China is adopting a whole nation strategy to boost its chip industry, and hurting the global economy," former-TSMC R&D VP Lin is reported to have said.
Interestingly, the U.S. sanctions seem to have inadvertently opened the doors of opportunity for SMIC. The restrictions imposed on TSMC, barring it from transacting with certain Chinese entities, have allowed SMIC to step in and capitalize on substantial orders. This shift has facilitated SMIC's enhancement of its manufacturing techniques and technological capabilities.
