No. There is enough demand for 7nm process in China. If it wasn't for sanctions companies like Huawei's HiSilicon and Phytium would easily use all the capacity SMIC had available and then some. There are also several AI companies in China like Cambricon Technologies. Then you have the Alibaba and Baidu ARM server CPU/AI chips.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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I am talking about semiconductor. The dram oligopoly is something every guy who has bought a PC has heard about. They will try to kill the competition whenever possible.
I am replying to this post because I've been pointing to this article for a year now, showing how the U.S. committee is trying to block ASML's DUV shipments to China. You can read the whole article here:
I have another article coming out in a day or two called "ASML’s Current Battleground Now In China On Several Fronts," and I will attach when published
As always, your inputs and articles are much appreciated.
Having the ability to produce leading edge node semiconductors is currently not merely a commercial/civil venture, but a strategic, geopolitical capability.
If/when China attains that capability, and if Europe still lacks it, the idea of China entering into an agreement to provide Europe with that sort of strategic capability cannot be considered merely as a commercial/civil exchange.
Based on what you are describing, the negotiating advantage would fully lie with China, and depending on the state of Europe-China ties, I could very much imagine China would require some baseline political proclamations and agreements for it.
Perhaps Europe openly and clearly recognizing China's sovereignty over their territories (including Taiwan, but also of course including HK, Tibet, Xinjiang) would be a start, but perhaps that recognition to be enshrined as a part of European Union law and agreeing that any such deviation from such a policy (the interpretation of deviation being reserved by China) allows China to withhold cooperation on semiconductor production from any European sites, would be necessary.
It also goes without saying that Europe would be expected to recognize the CCP as the only rightful government of China in perpetuity and that Europe is not allowed to either support or turn a blind eye on movements (NGO or otherwise) based in their territory whose purposes, goals or side effects have the role of undermining the CCP. Allowance of such movements would also be grounds for China to withhold cooperation on semiconductor production as well.
Those would all be enforceable by domestic EU laws and law enforcement, and cooperation of their national governments, military forces and intelligence agencies would naturally all be expected.
Of course, those expectations are very crazy and unrealistic -- which is why if/when China is able to attain leading edge semiconductor fab capability, I can't see them sharing it with Europe simply on a commercial basis... as that is equally crazy and unrealistic.
But as Tphuang said, this is a matter of trust.
And given the way the last half decade or so of geopolitics have gone, it is very apparent that Europe appears to be willing to turn a blind eye to, or outright support, undermining of some of the most important political interests of China -- namely undermining the authority of the central government/CCP, and undermining and questioning Chinese sovereignty over its stated territories.
That is not a basis for a trusting relationship to be made.
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antiterror13
Brigadier
ASML WAS very sure .......
If you are referring to my post, then I was talking about a hypothetical scenario of SMIC building a sub-7 nm fab in Europe in parallel with their mature node expansion in China. Obviously, SMIC would be able to build such a fab in China if there was an opportunity, they could prioritize advanced fab over mature ones in that case but prioritizing advanced fab in Europe over domestic mature nodes would be a mistake.
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Foxconn to build chip plant in India with local metals company
TAIPEI -- Major iPhone assembler Foxconn on Monday said it plans to build a chip plant with Indian natural resources conglomerate Vedanta, making the Taiwanese company the first major foreign tech manufacturer to respond to the South Asian country's call to bring chip production onshore.
The two companies agreed to set up a joint venture for the project, with Foxconn to invest $118.7 million and hold a 40% share, the iPhone assembler said. Vedanta Chairman Anil Agarwal will be the chairman of the venture, which is aimed at meeting massive demand from the local electronics industry.
Vedanta is India's largest aluminum producer, a leading supplier of oil and gas and also has interests in telecom.
"This first-of-its-kind joint venture between the two companies will support Indian Prime Minister Narendra Modi's vision to create an ecosystem for semiconductor manufacturing in India," Foxconn said in a statement.
The company was also one of the first large tech manufacturers to support Modi's "Make in India" campaign for boosting domestic manufacturing, having built several production hubs in the country.
Progress of the chip project, however, will also depend on Indian's central and state government subsidies as well as loans from banks, according to a person familiar with Foxconn's plan.
India has joined a string of countries lobbying to build and strengthen their own chip supply chains after an unprecedented global chip shortage hit a wide range of industries, from smartphones to PCs to automobiles. India has approved incentives worth 760 billion rupees ($9.94 billion) to spur local manufacturing of semiconductors and display panels. The EU and the U.S. have each introduced plans for similar support measures, with the European Commission recently unveiling a 43 billion euro ($4.86 billion) plan to develop its chip supply chains.
Taiwan, which boasts the world's second-largest chip industry after the U.S. and controls the majority share in advanced chipmaking, has a complete chip supply chain built up over decades on the western coast of the island. However, there is growing concern over the concentration of advanced chip production on the democratically ruled island.
Foxconn, though widely known as the key iPhone assembler, has nurtured a dream of building its own semiconductor capacity for years. Key affiliates Foxsemicon and Marketech International Corp. make chip equipment parts and provide chip facility construction services. It also has an in-house semiconductor business unit that provides various chip design solutions.
Foxconn Chairman Young Liu has identified chip development as one of the foundations for the company's electric vehicle push. The company Taiwanese chipmaker Macronix's chip facility in the northern Taiwanese city of Hsinchu to develop silicon carbide chips for automotive uses.
It took a 5% stake in Dagang NeXchange Berhad (DNex) -- the parent company of Malaysian chipmaker Silterra -- in a deal that secured Foxconn a seat on the board of DNex. To strengthen its capabilities in that area, Foxconn has been recruiting engineers from Taiwan Semiconductor Manufacturing Co. and United Microelectronics over the past few years, Nikkei Asia reported earlier.
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