Chinese semiconductor industry

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antiterror13

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I think the most important issue is yet to be addressed: is it a credible source?

well, the key point here is that more and more news regardless credible or not ..... there is no smoke if there is no fire

So, perhaps not 100% accurate and not 100% inaccurate either .... well, so perhaps in between ... the key point is that 100% Chinese 28nm lithography machine is at least very close (if not ready already)
 

ansy1968

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well, the key point here is that more and more news regardless credible or not ..... there is no smoke if there is no fire

So, perhaps not 100% accurate and not 100% inaccurate either .... well, so perhaps in between ... the key point is that 100% Chinese 28nm lithography machine is at least very close (if not ready already)
@antiterror13 Yes sir you're correct and thanks in believing in me :), the hints of evidence is so strong that we can deduce that the 4 units (my source)delivered last year is already producing chips....lol, I believed that an official confirmation will be announce late this year (December) when all 12units were delivered.
 

gelgoog

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There is no SMIC Chengdu that I know of. It was sold. To US company Texas Instruments. It used to be part of Cension.
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Just for more info on this, SMIC was in a really tough spot back then, bleeding cash and had lost a lawsuit against TSMC.
The CEO and one of the founders of SMIC had to resign. So this factory was sold.

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This was over a decade ago.
 

gelgoog

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“US Electronics Reshoring Plan Risks Missing the Boat
By Alan Patterson 03.22.2022

There needs to be a balance,” says Dan Weber, executive vice president of PCB maker TTM Technologies, in an interview with EE Times. “If you go back to the year 2000, you had 26 percent of the world’s PCBs manufactured in the US. Today there’s only 4 percent. Back in 2000, there were 2,000 manufacturers as well. And today you’re looking at 150. So, there’s no balance.”

In the event of a pandemic or a war like the one underway in Ukraine, the US will need a supply chain that’s robust enough to make vehicles, pharmaceuticals, 5G equipment and other essential products, according to Travis Kelly, CEO of Isola Group, which supplies laminates and other materials used to make PCBs. Kelly is also chairman of the Printed Circuit Board Association of America.
...
Weber notes Section 851 of the National Defense Authorization Act that requires PCBs for critical applications such as datacom, telecom, medical and defense equipment to come from suppliers that are not US adversaries.
...
China’s PCB industry, the world’s largest, will not migrate overseas, Weber says.

“It’s going to stay there. The Chinese market developed in a way that has allowed it to just stay there. They’re subsidizing the market. They’re investing heavily in electronics and particularly circuit boards.”"
 

Overbom

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View attachment 86037
Rumors in the world of Chinese investments. Like the time when people said it hadn't passed acceptance, take it with a grain of salt.
SMEE used to post regularly, now their posting releases in their website.
Previous lessons have taught the leading edge IC equipment manufacturers to be secretive about their achievements until they have a production line ready to go.

I would expect an official announcement by SMEE only when they have everything ready for production the next day
 

ansy1968

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View attachment 86037
Rumors in the world of Chinese investments. Like the time when people said it hadn't passed acceptance, take it with a grain of salt.
SMEE used to post regularly, now their posting releases in their website.
@tokenanalyst Thanks bro for the info, again I emphasize your contribution in enriching this thread, keep up the good work! Your detective analysis had kept us updated in connecting the dotted regarding the IC development inside China. Now the question is will there be an official announcement like what @Overbom posted, I believed within late this year after completing the delivery of the Projected 12 units planned this year.
 
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