Jura The idiot
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interesting that tweet appeared only now, while
Apr 15, 2020
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Apr 15, 2020
Quickie
Colonel
A strategic move? TSMC's only business now with China is the 7 nm chip production. The U.S. now has to be very thick skin to demand that TSMC stop doing the 7 nm chip business with China. That would mean that the entirety of TSMC's China business would be gone.
That's exactly the correct policy, use TSMC only when there's absolutely no other choice. That way as much revenue as possible goes to SMIC and as little as possible to TSMC.
Isnt that call controlling the market? Both demand and supply side if you factor in US threatening nationa to drop Huawei with sanctions. All the talk on free market and independent development are fantasy?
do what i say, not what i do
Trump and Chip Makers Including Intel Seek Semiconductor Self-Sufficiency
"The Commerce Department is also considering a rule aimed at cutting off Chinese telecom giant Huawei Technologies Co.'s ability to manufacture chips at TSMC, which would potentially be a crushing blow.
President Trump has approved the move, but Commerce Department officials are still working through preliminary drafts, according to people familiar with the matter."
"The Commerce Department is also considering a rule aimed at cutting off Chinese telecom giant Huawei Technologies Co.'s ability to manufacture chips at TSMC, which would potentially be a crushing blow.
President Trump has approved the move, but Commerce Department officials are still working through preliminary drafts, according to people familiar with the matter."
SMIC remains years away to compete with TSMC: industry veteran
Shanghai-based chipmaker Semiconductor Manufacturing International Corp (SMIC) has lately made quite a splash in both the capital market and the technological field, lifting the nation's confidence in pursuing a key technology breakthrough.
But the Shanghai chipmaker can hardly compete with the Taiwan Semiconductor Manufacturing Co (TSMC), the world's largest semiconductor foundry, an industry veteran said.
In a filing with the Hong Kong Stock Exchange last week, SMIC revealed plans for an IPO on the STAR Market in Shanghai.
The announcement, which paves the path for the company to become the first domestic semiconductor maker with a dual listing in the Chinese mainland and Hong Kong, is a boon for semiconductor companies on both bourses.
The Shanghai chipmaker surprised the markets in May 2019 when it filed for a voluntary delisting of its American depositary shares (ADS) from the New York Stock Exchange, citing multiple considerations including limited trading volumes of its ADS.
Its proposed return to the mainland market came after media reports that HiSilicon, the chip arm of Huawei and a focal point of contention in China-US trade tensions, had shifted its 14-nanometer chipset orders to SMIC from TSMC.
The Global Times learned that SMIC has a partnership with Huawei, but the specifics are yet to be announced.
In its annual report filed with the Hong Kong exchange in late April, SMIC said its 14-nm platform had completed research and development (R&D) and moved into production. The company's next-generation foundry node known as N+1, which boasts a conspicuous improvement in performance and logic density, has made steady progress in R&D terms, and is"now in the customer engagement and product qualification stage,"the annual report said.
SMIC is building its own platform, which is analogous to 7-nm technology, and it makes sense for Huawei to tap SMIC's rising prominence in the foundry arena for its backup plans, Xiang Ligang, director-general of telecom industry association Information Consumption Alliance, told the Global Times on Sunday.
But it is not yet on par with TSMC, which is committing to 5-nm manufacturing technology, Xiang said, noting that instead of envisioning a rivalry, it makes more sense for SMIC to take a down-to-earth approach to playing technological catch-up.
This seems particularly the case amid coronavirus-plagued woes. Global semiconductor revenues are estimated to fall 0.9 percent this year due to a virus-induced hit on both semiconductor supply and demand, Consultancy firm Gartner said in a note sent to the Global Times. This compares with the previous quarter's prediction of 12.5 percent growth.
Global Times
But worse, Trump could cut SMIC from American equipment manufacturers (AMAT, LAM)
Shanghai-based chipmaker Semiconductor Manufacturing International Corp (SMIC) has lately made quite a splash in both the capital market and the technological field, lifting the nation's confidence in pursuing a key technology breakthrough.
But the Shanghai chipmaker can hardly compete with the Taiwan Semiconductor Manufacturing Co (TSMC), the world's largest semiconductor foundry, an industry veteran said.
In a filing with the Hong Kong Stock Exchange last week, SMIC revealed plans for an IPO on the STAR Market in Shanghai.
The announcement, which paves the path for the company to become the first domestic semiconductor maker with a dual listing in the Chinese mainland and Hong Kong, is a boon for semiconductor companies on both bourses.
The Shanghai chipmaker surprised the markets in May 2019 when it filed for a voluntary delisting of its American depositary shares (ADS) from the New York Stock Exchange, citing multiple considerations including limited trading volumes of its ADS.
Its proposed return to the mainland market came after media reports that HiSilicon, the chip arm of Huawei and a focal point of contention in China-US trade tensions, had shifted its 14-nanometer chipset orders to SMIC from TSMC.
The Global Times learned that SMIC has a partnership with Huawei, but the specifics are yet to be announced.
In its annual report filed with the Hong Kong exchange in late April, SMIC said its 14-nm platform had completed research and development (R&D) and moved into production. The company's next-generation foundry node known as N+1, which boasts a conspicuous improvement in performance and logic density, has made steady progress in R&D terms, and is"now in the customer engagement and product qualification stage,"the annual report said.
SMIC is building its own platform, which is analogous to 7-nm technology, and it makes sense for Huawei to tap SMIC's rising prominence in the foundry arena for its backup plans, Xiang Ligang, director-general of telecom industry association Information Consumption Alliance, told the Global Times on Sunday.
But it is not yet on par with TSMC, which is committing to 5-nm manufacturing technology, Xiang said, noting that instead of envisioning a rivalry, it makes more sense for SMIC to take a down-to-earth approach to playing technological catch-up.
This seems particularly the case amid coronavirus-plagued woes. Global semiconductor revenues are estimated to fall 0.9 percent this year due to a virus-induced hit on both semiconductor supply and demand, Consultancy firm Gartner said in a note sent to the Global Times. This compares with the previous quarter's prediction of 12.5 percent growth.
Global Times
But worse, Trump could cut SMIC from American equipment manufacturers (AMAT, LAM)
A year ago they were saying China was 5 years away from making 14nm chip.
Taiwan is getting abandoned.
Taiwan is getting abandoned.
Means China should give up pursuing semiconductor industry since US will use any means available to cut off any chinese companies that show signs of competency.
Also if Intel + Pentagon have civil-military fusion cooperation : It is normal and nly right for national security.
If SMIC does the same with PLA : Blatant disregard of free market, example of state backed behaviour that ought to face punitive sanctions!!
It's not that simple. Just because a new node size is developed doesn't make every older node size obsolete overnight. There are still huge markets that use older nodes; in fact, beyond the latest high-end smartphones there really isn't much of an immediate market for the newest nodes. It will take many years for 5nm to find broader use, time which SMIC, SMEE and other Chinese companies in the semiconductor space can use to develop.
The important thing to note is that SMIC will cut TSMC off from the revenue it could have been making on the older nodes. It will have a short period to make sales with the new nodes before SMIC catches up and takes that from it, whereupon it will be forced to make heavy R&D expenditures to keep some distance between itself and SMIC. This is not sustainable for TSMC, it will run itself ragged and it doesn't have the kind of stamina (read: limitless state backing) to play this game.
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