Chinese semiconductor thread II

[tphuang]

According to Digitimes, CXMT is offloading the Logic Die for HBM3 to Nexchip to increase the output.

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Fulltext available in this tweet.

https://twitter.com/i/web/status/1982405637326966817

CXMT probably should be the story for China' semi industry in the past 2 years. Ever since they got a new head, their product cycle has improved & their production has ramped up really quickly.

15% market share in DRAM world is pretty big deal.

https://twitter.com/i/web/status/1982429592003784766

so this Weibo poster is pretty good source and he is saying CXMT will benefit bigly from big 3's focus on HBM. Domestic OEMs will shift to CXMT DRAMs

 

[Phead128]

I've been reading every single page of this thread for past few years. Is it me, or has CXMT developed into a juggernaut of innovation/breakthroughs? Correct me if I am wrong, but my memory says that CXMT was derided as slow/incompetent (or was that SMEE?) and now CXMT is making breakthroughs left and right, stellar performance?!? It came from mediocrity to competing with the global best, at best only 1-2 years behind the leading edge of Korean?

 

[huemens]

Another potential grift in progress. So when the UK forced Nexperia to sell the Newport Wafer Fab, they conveniently forgot about the Nexperia fab running in Manchester UK for years.
Now they want to force the sale of it too. Now it would be even easier to just collude with the Dutch government and have "the board" approve the sale for whatever price they want.

National security fears raised over Chinese-owned Manchester chip factory​

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Ministers have been urged to force the sale of a Chinese-owned microchip plant in Manchester over national security fears.

Sir Iain Duncan Smith, a former Conservative Party leader, said Nexperia should now be forced to sell its Stockport factory in the same way it was forced to offload its Newport facility in 2023 over similar concerns.
He said: “The same rules should apply. I don’t understand why this hasn’t been resolved by the Government. The Government has got to wise up and start taking decisions that are in the best interest of Britain’s security. Security comes first. Defence of the realm is their first priority and yet they behave as though it’s their last.”

 

[sunnymaxi]

I've been reading every single page of this thread for past few years. Is it me, or has CXMT developed into a juggernaut of innovation/breakthroughs? Correct me if I am wrong, but my memory says that CXMT was derided as slow/incompetent (or was that SMEE?) and now CXMT is making breakthroughs left and right, stellar performance?!? It came from mediocrity to competing with the global best, at best only 1-2 years behind the leading edge of Korean?

yes. CXMT was the weakest link in China's semiconductor industry just two years ago. look how tables have turned in just short span of time.

there are couple of factors behind this success, the most important one i think is, ''Rise of domestic equipment/tools'' which provide the lifeline to Memory chip makers like YMTC/CXMT.

Edit - this is pretty much the same story in all high tech sectors.

 

[tphuang]

yes. CXMT was the weakest link in China's semiconductor industry just two years ago. look how tables have turned in just short span of time.

there are couple of factors behind this success, the most important one i think is, ''Rise of domestic equipment/tools'' which provide the lifeline to Memory chip makers like YMTC/CXMT.

Edit - this is pretty much the same story in all high tech sectors.

No, they did not improve because of domestic equipment and tools.

they just got better at product development. They recruited aggressively for talent. Sometimes, it just takes time for r&d to yield results.

they were probably slowed down along the way due to suddenly losing access to U.S. equipment.

 

[gelgoog]

CXMT is supposedly chock full of Koreans.

 

[Phead128]

CXMT is supposedly chock full of Koreans.

How does one quantify 'chock full' in numeric terms? Approximately >+50% of engineers are Taiwanese at the TSMC Arizona fab in US. Are we talking about the same level, of just a few experts here and there? It's rare to have a single engineer know the entire process from start to finish, they often just specialize in a niche focus, or have intimidate knowledge of a single step in the process.

 

[gelgoog]

I think CXMT did well in poaching them.
It is not like the Koreans didn't get help from Japanese memory engineers to get their operations started.

The claim by that guy on X that it will take 2-3 years to ramp the Sinicized line is bogus I think. CXMT likely already have a pilot line.

 

[tphuang]

I think CXMT did well in poaching them.
It is not like the Koreans didn't get help from Japanese memory engineers to get their operations started.

The claim by that guy on X that it will take 2-3 years to ramp the Sinicized line is bogus I think. CXMT likely already have a pilot line.

I think what you are saying with Koreans is correct. They also poached Taiwanese.

and they are obviously using delete a lines. Whether that still uses tel machines, that I don’t know.

 

[tphuang]

That doesn’t mean they are not also cultivating a lot of local talent. It is not easy to build up up so quickly. Your r&d should improve over time. That’s one point that people missed. SMIC has been around for a while but CXMT and YMTC not as much time. Give them time to develop their r&d team.