Burak Gürel
burakgurel1980.bsky.social
Burak Gürel
@burakgurel1980.bsky.social
5. "More critical is the accumulation of process capability; even with the same equipment as TSMC, it takes time and data accumulation to reach the same production level. This is a chasm difficult for the domestic supply chain to cross in the short term."
October 18, 2025 at 6:45 PM
4. "Although domestic MES companies have made progress, foreign products remain the 'benchmark' in terms of reliability and stability for advanced process production lines." +
October 18, 2025 at 6:44 PM
3. "The MES (Manufacturing Execution System) in domestic fabs is still dominated by products from US companies like Applied Materials." +
October 18, 2025 at 6:44 PM
2. "The gaps in the advanced-node supply chain are not only evident in hardware equipment like lithography machines but also exist in core software and process accumulation." +
October 18, 2025 at 6:44 PM