Chinese semiconductor industry

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weig2000

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tokenanalyst said:

The fastest growing among the top four in the world! SMIC's 2021 revenue exceeds $5.4 billion​


SMIC, a leading wafer foundry in mainland China, released its fourth quarter financial report for 2021. A number of operating indicators once again reached record highs, with a single-quarter revenue of US$1.5801 billion and a gross profit of US$552.8 million, a year-on-year increase of 212.7%, and gross profit margin further increased to 35.0%.

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The financial report also pointed out that SMIC’s total revenue in 2021 also hit a record high of US$5.4431 billion, ranking fourth in the world, and became the fastest growing wafer foundry among the world’s top four with a revenue growth rate of 39%. .

It is worth mentioning that, even under the influence of complex geopolitical factors and multiple uncertainties such as the new crown epidemic, SMIC's production expansion in 2021 will still exceed expectations, strengthen the deployment of mature process capacity, and expand the strategic layout of multiple platforms. Continuously improve the company's profitability.

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I hope SMIC will double their revenue to $10 billion in another three years, and move into 7nm node and below in a significant way in five years. It would become a giant in the fab industry by then, ranked in top 3.
 
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tokenanalyst

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Pakistan seeks help from China, wants to build semiconductor industrial zone​


Pakistan seeks help from China, wants to build semiconductor industrial zone
“We also want to start semiconductor design in Pakistan. I am happy to tell you that Chinese investors are very eager to join hands with Pakistan and the technology zone will be transformed into a semiconductor zone.”
Pakistani Prime Minister Imran Khan reportedly discussed plans to build semiconductor capabilities in the country with Chinese officials during a visit to Beijing for the Winter Olympics, hoping to build a semiconductor industrial zone with Chinese help .

Federal Minister for Information and Broadcasting Chaudhry Fawad Hussain said in an interview, "We want Chinese technology companies to come to Pakistan and make Pakistan a semiconductor manufacturing center. "
Chaudhry, a former minister of science and technology, was quoted as saying: "We also want to start semiconductor design in Pakistan. I am happy to tell you that Chinese investors are very eager to join hands with Pakistan and the technology district will be transformed into a semiconductor district. ."

Chaudhry Fawad Hussain pointed out that Pakistan can now assemble mobile phones, but they want to go a step further and start full-scale mobile phone manufacturing in Pakistan .
He further stated that bilateral cooperation between China and Pakistan has increased in the field of health-related equipment. He added that in the first few months of the Covid-19 pandemic, Pakistan had been importing all items related to the industry, but now Pakistan is a major exporter of the industry.
"This is a milestone we achieved in a short period of time, and now the health sector is open to cooperation. Pakistan has skilled, cheaper labor and a huge market. We hope that Chinese technology companies will join hands with Pakistan to join our technology zone, We will be able to propose greater cooperation in these areas," said Chaudhry Fawad Hussain. During the visit, Prime Minister Imran Khan held a series of meetings and also discussed cooperation in software development, ICT, medical diagnosis and other related fields.

Possible???
I don't think Naura and AMEC will mind to export more SME.
 
FriedButter

FriedButter

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tokenanalyst said:

Pakistan seeks help from China, wants to build semiconductor industrial zone​


Pakistan seeks help from China, wants to build semiconductor industrial zone
“We also want to start semiconductor design in Pakistan. I am happy to tell you that Chinese investors are very eager to join hands with Pakistan and the technology zone will be transformed into a semiconductor zone.”
Pakistani Prime Minister Imran Khan reportedly discussed plans to build semiconductor capabilities in the country with Chinese officials during a visit to Beijing for the Winter Olympics, hoping to build a semiconductor industrial zone with Chinese help .

Federal Minister for Information and Broadcasting Chaudhry Fawad Hussain said in an interview, "We want Chinese technology companies to come to Pakistan and make Pakistan a semiconductor manufacturing center. "
Chaudhry, a former minister of science and technology, was quoted as saying: "We also want to start semiconductor design in Pakistan. I am happy to tell you that Chinese investors are very eager to join hands with Pakistan and the technology district will be transformed into a semiconductor district. ."

Chaudhry Fawad Hussain pointed out that Pakistan can now assemble mobile phones, but they want to go a step further and start full-scale mobile phone manufacturing in Pakistan .
He further stated that bilateral cooperation between China and Pakistan has increased in the field of health-related equipment. He added that in the first few months of the Covid-19 pandemic, Pakistan had been importing all items related to the industry, but now Pakistan is a major exporter of the industry.
"This is a milestone we achieved in a short period of time, and now the health sector is open to cooperation. Pakistan has skilled, cheaper labor and a huge market. We hope that Chinese technology companies will join hands with Pakistan to join our technology zone, We will be able to propose greater cooperation in these areas," said Chaudhry Fawad Hussain. During the visit, Prime Minister Imran Khan held a series of meetings and also discussed cooperation in software development, ICT, medical diagnosis and other related fields.

Possible???
I don't think Naura and AMEC will mind to export more SME.
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Don’t think Naura/AMEC are needed. At least not yet. The article here suggest Pakistan wants to dip their hands in the semiconductor designing business. So they want develop some fabless businesses if I am reading it correctly. Idk how well it will go. The fabless industry is extremely competitive.
 
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tokenanalyst

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FriedButter said:
Don’t think Naura/AMEC are needed. At least not yet. The article here suggest Pakistan wants to dip their hands in the semiconductor designing business. So they want develop some fabless businesses if I am reading it correctly. Idk how well it will go. The fabless industry is extremely competitive.
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Looks like they want some manufacturing capacity in top of designing chips. And yes the fabless industry is extremally competitive right know.

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Pakistan seeks China’s help to manufacture semiconductors​


He said that during Prime Minister Imran Khan’s visit to the neighboring country, the two sides discussed the shifting of the semiconductors industry to Pakistan as it was beneficial for both.

“We want Chinese tech companies to come to Pakistan and make Pakistan a hub of semiconductors manufacturing," he added.

"We will also like to start semiconductor designing in Pakistan. I am very happy to tell you that Chinese investors are very keen to join hands with Pakistan and the technology zone will be converted into a semiconductor zone,"
 
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AndrewS

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tokenanalyst said:
Looks like they want some manufacturing capacity in top of designing chips. And yes the fabless industry is extremally competitive right know.

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Pakistan seeks China’s help to manufacture semiconductors​


He said that during Prime Minister Imran Khan’s visit to the neighboring country, the two sides discussed the shifting of the semiconductors industry to Pakistan as it was beneficial for both.

“We want Chinese tech companies to come to Pakistan and make Pakistan a hub of semiconductors manufacturing," he added.

"We will also like to start semiconductor designing in Pakistan. I am very happy to tell you that Chinese investors are very keen to join hands with Pakistan and the technology zone will be converted into a semiconductor zone,"
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When the technology is ready, that would be a good idea from China's perspective.

Unless someone goes to war with Pakistan, a de-Americanised fab (with solely Chinese tools) in Pakistan would be an alternative source of supply if fabs in China are attacked.
 
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FriedButter

FriedButter

Major
Registered Member
tokenanalyst said:
Looks like they want some manufacturing capacity in top of designing chips. And yes the fabless industry is extremally competitive right know.
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That’s why I said “at least not yet.” Anyway. Fabs in Pakistan will probably be for niche or mature nodes.

However, is Pakistan even capable of support a fab in the first place. It takes a lot of water and Pakistan isn’t a place flowing with a lot
 
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tokenanalyst

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AndrewS said:
When the technology is ready, that would be a good idea from China's perspective.

Unless someone goes to war with Pakistan, a de-Americanised fab in Pakistan would be an alternative source of supply if fabs in China are attacked.
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They could start slow, maybe some less advance packaging, maybe some Analog IC design or some discrete semiconductor manufacturing. Nothing fancy.
 
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gelgoog

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Anything better than 28nm is way too expensive. If Pakistan wants to dip its toes into fabrication they shouldn't jump into the high end.
In fact they should likely stick with ArF dry lithography machines. Then they can just license the process from someone else.
They need to figure out some applications and then make the design teams around that. The other option would be to fund universities to work on experimental projects and fab them somewhere else until the fabrication facilities become available.
 
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AndrewS

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gelgoog said:
Anything better than 28nm is way too expensive. If Pakistan wants to dip its toes into fabrication they shouldn't jump into the high end.
In fact they should likely stick with ArF dry lithography machines. Then they can just license the process from someone else.
They need to figure out some applications and then make the design teams around that. The other option would be to fund universities to work on experimental projects and fab them somewhere else until the fabrication facilities become available.
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But who will be the customers?

It would be better to start a JV with a Chinese entity that will already have customers lined up.
 
FairAndUnbiased

FairAndUnbiased

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gelgoog said:
Anything better than 28nm is way too expensive. If Pakistan wants to dip its toes into fabrication they shouldn't jump into the high end.
In fact they should likely stick with ArF dry lithography machines. Then they can just license the process from someone else.
They need to figure out some applications and then make the design teams around that. The other option would be to fund universities to work on experimental projects and fab them somewhere else until the fabrication facilities become available.
Click to expand...
28 nm is far, far too advanced, even if given to them, due to the chemical processes involved like requirements for immersion lithography, hard mask resist, high aspect ratio etch, metal/high k gate processes which are far more difficult to manage than oxide/polySi gate, strain engineering, requirements for 300 mm wafers, etc.

They should start at 180-350 nm on 200 mm wafers. Almost all weaker semiconductor countries (India, Russia, UK, many EU countries, etc) at best can handle 65 nm, with bulk of their production being around 180 nm.
 
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