Chinese semiconductor industry

hvpc said:

On the impressive weaponry. is 28nm tech really needed? I mean, I thought F22 was designed and built almost two decades ago, right? (I don’t know much about military weapons).
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Tam said:

28nm. Much of the Chinese military chip production appears to be 40nm and higher. Always remember that the smaller the nm is, the more susceptible the chip is to EM interference, EMP, cosmic rays in the higher atmosphere, and so on, so there is a limit to how far any military will accept smaller and smaller nm. This is why going to another chip making technology like graphene or going to 3D stacking, might be a more attractive idea.

Remember this picture? Note that "20" on the third item should stand for J-20, while the others are for J-16 and J-10B. It also describes the modules used for the "-20" radar uses 3D MCM. The infographic describes three generations of AESA radars, starting with the J-10B at Gen 1.5. The four digits represent the number of elements so the J-10B is 12XX, the J-16 at 1760, and the J-20 at 1856.


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FriedButter said:

There is a past post on that. I’ll quote it.

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hvpc said:

BTW, the Americans are onto AMEC and had placed them on sanction list. their stock tanked and i lost quite a bit of money on that.

[update」 oops…I mixed up AMEC with ACM Research. Ignore my last comment.

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european_guy said:

@hvpc ACM Reaearch is on sanction list? I don't find any reference to this. Also to which period of time you refer when you say that the stock tanked? I am not aware of any big divergence in the stock value compared to the same period's corresponding NASDAQ index.

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european_guy said:

@hvpc ACM Reaearch is on sanction list? I don't find any reference to this. Also to which period of time you refer when you say that the stock tanked? I am not aware of any big divergence in the stock value compared to the same period's corresponding NASDAQ index.

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hvpc said:

Just earlier this week, price dropped to low of $42ish. I’ve been “afraid” to look into it. Someone in my investment group said it dropped because “the Americans are onto them” so I assumed they are placed on the sanction list.

Because of your question, I finally looked into it. I’m pleasantly surprised stock price recovered half of my losses. : ). It’s back up to $62. Now that I looked into it, I see they are at risk of being delisted that’s why the price drop.

When I’m wrong, I’ll be first to admit it. So…my bad on sharing incorrect info on non-existing sanctions.

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FriedButter said:

Just curious but is your brokerage on the Western Side or the Eastern side? It seems like you are talking in dollars and I assume you can buy US denominated stocks to. So how do you own SMIC since it’s delisted? Aren’t there restrictions on the domestic Chinese stock markets still.

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hvpc said:

Micron had sued UMC/JHICC for stealing their IP. This is a fact. But Micron and DOJ’s claim that JHICC’s technology (developed and licensed to them by UMC) is largely based on Micron’s IP/trade secret is a whole bunch of crap). I know for a fact that UMC had mostly finished developing the process when they hired some Micron engineers that were proven to have downloaded sensitive Micron documents.

furthermore, I think UMC VP/JHICC senior management (forgot what his official title is at JHICC at that time is), Steven Chen filed a patent and a lawsuit in China against micron. The content of patent is a exact match of Micron’s trade secret.

so, even though their DRAM process know how is not from Micron….the IP theft and filing a patent with Micron’s IP/trade secret is what did them in. They were few years ahead of CXMT at that time…but because of this legal trouble they are stuck at producing maybe 5K wafers per month while CXMT is filling up their first fab and they expanding capacity for their second fab now.

so it’s unfortunate for JHICC and many technical personnel that moved from Taiwan to China…and I’m a bit peeved because all effort put in by my team could not translate to more business beyond the pilot line tools we sold them. THAT, is how I feel….disappointed and bit upset at the whole situation.

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