Chinese semiconductor industry

Midea will mass produce 80 million chips in 2022. Their products will cover all chip categories of home appliances such as power chips, power supply chips and IoT chips. He also revealed that MR Semi will actively lay out automobile chips.



Finally cheap OLED monitors are coming.

SanWenYu said:

Joking aside, I do hope that, once China has made breakthroughs in semiconductors, ICT products will become even more affordable to the global south.

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I'm only half joking. The raw materials for semiconductors are dirt cheap, it's literally sand. Once China socializes R&D through Socialism with Chinese characteristics, they will be dirt cheap. We will lose hundreds of Western billionaires, but it's a cheap price that I am willing to pay.

@tinrobert Sir the ASML supply chain saga continues, 2022 will be no different.

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by btarunr Yesterday, 13:34
ASML, makers of vital semiconductor fabrication machinery powering the world's leading fabs, including TSMC, provided its first damage-assessment of the at one of its component plants near Berlin, on January 3. This plant manufactures several mechanical and optical components of semiconductor fabrication machinery, such as wafer tables and clamps, reticle chucks and mirror blocks.

ASML, in a press-release, disclosed that production of components used in DUV (deep-ultraviolet) machines, has been restarted, as that area of the plant is unaffected by the fire. A region of the plant that manufactures wafer clamps for use in its EUV (extreme ultraviolet) machines, however, has been affected by the fire. The company is still in the process of coming up with a recovery plan for this area, and will come up with a tentative date for restart of production only after that. EUV lithography is leveraged for 5 nm and upcoming 3 nm silicon fabrication nodes at TSMC, Samsung, and Intel. TSMC is known to be ASML's largest customer. ASML stated that it will release its Q4-2021 and full-year 2021 financial results on January 19, and it may provide more updates on the matter.

The press-release follows.

dfrtyhgj said:

I'm only half joking. The raw materials for semiconductors are dirt cheap, it's literally sand. Once China socializes R&D through Socialism with Chinese characteristics, they will be dirt cheap. We will lose hundreds of Western billionaires, but it's a cheap price that I am willing to pay.

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Things are a bit more complicated than that. It is silica sand allright and it is quite cheap. But you do not use silica (SiO2) sand you use crystals. You have to melt silica and make single silicon crystals (c-Si) out of it and slice it into thin wafers. It is a bit like saying aluminium is cheap because it is made from bauxite (AlO2) or titanium is cheap because it is made of the same thing you use to make white paint (TiO2). It requires a huge amount of energy to do this. Then you have EUV which has a light source which uses a huge power CO2 laser source to generate a flimsy 200W light output in the end. You use lots and lots of chemicals, some of which you have to recycle, others you have to expend. You pay huge capital costs on the tools and you have to replace them often as they depreciate. Still a chip which might cost $20 USD to fabricate might be selling for $180 USD. This is not on the same level as a $1 USD CD selling for $25 USD but it is way better margin than most industries like car manufacturing.

Capital costs can be socialized as well. That's the power of the Chinese system. This is why they fear the Huawei and the Chinese people.

As for energy? Just stop wasting terrawatts on crypto and you get free energy! ha

dfrtyhgj said:

Capital costs can be socialized as well. That's the power of the Chinese system. This is why they fear the Huawei and the Chinese people.

As for energy? Just stop wasting terrawatts on crypto and you get free energy! ha

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The amount of energy used on mining crypto-currencies is very small % of the total energy demand.

SIA: China’s Share of Global Chip Sales Nearing Level of Europe and Japan​

Wangxi said:

SIA: China’s Share of Global Chip Sales Nearing Level of Europe and Japan​

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How does mixing Fabless companies like AMD and Pure-play companies like TSMC, work for this kind of comparison. Is it even realistic to mix sales from these two different type of companies?

For example, for a thought experiment imagine there are only two semi companies in the world. One is a Fabless company in Europe another is a Pure-play foundry in China. European company orders 100 million worth of chips from Chinese company. European company then adds a 50 million margin and sells the chips for 150 million. Now would you consider this a 150 million dollar industry (China 100 + Europe 50 ), or would it be considered a 250 million industry (China 100 + Europe 150). In the first scenario you would say China has a 66% market share. In the second scenario you would say China has only a 40% market share.

The article says china has 9% market share and Europe and Japan has 10% market share each. But I imagine China's fab output would be already higher than Europe

siegecrossbow said:

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Big question is who will fab them???? Has Huewei has a magic solution???? Let's hope n wish for the best.