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Fab guy here. This is excellent news and much needed, but vigilence is needed to make sure it doesn't end up being devoured by crony corporate agenda and it actually results in favorouble pro-US climate for semiconductor manufacturing. I'd like to share personal experience with how we bankrupted American leadership in cutting edge nodes. Although, it is not lithography related, I was part of a few billion $ ROI program where we'd hot test the chip for binning, best I don't disclose too many details. Let's just say, it was critical so much so that I sat in unmarked buildings. I saw that get transfered under my personal watch to China. We had Chinese employees visit US for 6 months at a time and during this rotation, we'd teach them everything. Had to take a Chinese culture course. Process charts, metrics, drawings and schematics, whitepapers, how everything works, be part of troubleshooting process and then test them for their acuity. This was around 2012-2014. Usually, US semiconductor manufacturers do not transfer fab capabilities to China, only assembly/packaging. But, here, the was a clear violation of backend fab activities that were transferred to China and built out. I visited China for 3 months to get things up and running. This was a brand new process that no one in the world has. All custom equipment from a major Japanese equipment manufacturer. This process was so insane that it took 10 years of development internally to come to this point. Even today, in 2022, no one has replicated it. This should not have happened IMO from a national security standpoint. But, these things continue to happen and US gov does not have enough insight into America's semiconductor industry when it comes to protecting IP. Far too many things do not require ITAR and are exported without oversight. I am pretty much against over-regulation, but here there needs to be strict regulation for exporting any semiconductor technologies whether it is fab or assembly or what have you. The entire industry needs to be hamstrung with export control. |