Who is this sleepy?Still better than it was even a couple years ago sleepy.
Who is this sleepy?Still better than it was even a couple years ago sleepy.
Chinese SME took up 3% of the global market share in 2020That is absolutely great, that means that means that in just 5 years Chinese SME manufacturers manage to catch 30% of the market and 50% of the component market.
The actual size of the Chinese producers is unknowable. This relies on reported earnings, and only publicly traded companies report earnings publicly. Companies with private investors don't have to report anything to anybody except the government on their tax filings, and that isn't public information.Chinese SME took up 3% of the global market share in 2020
This is phenomenal progress in the space of a single year.
its a good approximation. Private companies likely have a negligible share of the market anyway. Anyway I just hope the source @Zli provided is accurateThe actual size of the Chinese producers is unknowable. This relies on reported earnings, and only publicly traded companies report earnings publicly. Companies with private investors don't have to report anything to anybody except the government on their tax filings, and that isn't public information.
Proof?its a good approximation
Who said that? It could be true, but it's not something that can be just assumed, especially in as young a semiconductor market with a premium on secrecy.Private companies likely have a negligible share of the market anyway.
You're taking information from a mentally ill troll who had at least a dozen alts banned.Anyway I just hope the source @Zli provided is accurate
This is also for high end nodes <28nmNon-American doesn't mean Chinese. It could also mean Dutch or Japanese and since litho (ASML) and the photoresist processing (Tokyo Electon) are not American but also not-Chinese, that 30% non-American is a much smaller Chinese proportion.
don't have any, but it's common sense. Private companies are smaller in scale and generate less profits than public companies.Proof?
It's the closest we can get to the truth.Who said that? It could be true, but it's not something that can be just assumed, especially in as young a semiconductor market with a premium on secrecy.
He's posting really encouraging news though.You're taking information from a mentally ill troll who had at least a dozen alts banned.
You're talking about the largest public companies vs the largest private ones. That doesn't tell you about how companies are distributed within those bounds, especially not for a market like semiconductors which encourages hyper-specialization around niche/low-volume products.don't have any, but it's common sense. Private companies are smaller in scale and generate less profits than public companies.
It's the closest you feel you can get to the truth. The truth is this is an iceberg and we're only seeing the tip of it. We have no idea about the size of the submerged part, and China has every incentive to keep that secret.It's the closest we can get to the truth.
Nobody should interact with him. But he's gone as soon a moderator logs in and sees the volume of reports about him; then he'll go into his hole for a couple of weeks and re-emerge with a new alt. He's the herpes of SDF.He's posting really encouraging news though.
Yeah, and compared to where China was a year ago, China is now in a much better spot to handle this situation.Not really: The US, Japan and Netherlands can cut off equipment at any moment for any reason.