5) and 6) due dates could be flexible. I say 2024-2025.
Depends on the 1-4 things and their success.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Depends on the 1-4 things and their success.
It's clear by now that CCP is not going to win over Taiwan by building trust and good-will, the only pathway to a peaceful reunification is to demonstrate mainland's complete military, economic and technological dominance over Taiwan. With impending Taiwanese purchases of advanced offensive weaponries from the U.S., developing the semiconductor industry on the mainland has acquired future strategic importance. No one should expect mainland companies to beat TSMC in near future, but they should at least put pressures on TSMC's profit margins and TSMC is over 1/3 of the Taiwanese stock market capitalization. China should never try to economically sabotage Taiwan, but economic competition is fair game.
Beating TSMC is easy. If China gets access to ASML and a plethora of European, Japanese and American technology then Chinese answer to TSMC is not only possible but also be superior.
Rather than focus all that anger at Taiwan and TSMC (whose only worthwhile addition to the supply chain is the Human Resources), I think the target ought to be US.
Hi Xsizor,
A generation behind TSMC 2nm by 2024 or 2025 is a victory itself. By that time China can mass produce 5nm chips using China own EUVL with its own complete indigenous IC eco systems. Even the US can't claim it will be able to accomplished that feat.
A generation behind TSMC 2nm by 2024 or 2025 is a victory itself. By that time China can mass produce 5nm chips using China own EUVL with its own complete indigenous IC eco systems. Even the US can't claim it will be able to accomplished that feat.
Hi Xsizor,
How about innosilicon? I also read that Huawei hisilicon had planned to produce one?
"The bad news is here and it can't get any worse, so we have to try to have some good news later. Think of all the ways to solve the supply and let our business continue." Richard Yu, CEO of Huawei's consumer business, has said.
There are no more downside, you had survive Huawei, now its time to show your true worth and give America the middle finger!!!
from cnTechPost
Huawei said to have invested $20 billion in chip sector
2020-11-01 13:09:00 GMT+8 | cnTechPost
2
A Huawei executive mentioned having invested $20 billion in chips and related areas, Aicaijing.com quoted a partner who visited Huawei recently as saying.
"I have confidence in Huawei, it's a matter of time," the partner said.
The report also quoted an unmanned analyst as saying that if Qualcomm provides Huawei with chips, it is unlikely that Huawei will do its best to use Qualcomm.
Huawei may also reduce the number of high-end models and go for greater investment in convergence products, the analyst said, adding that Huawei's GT series watches have become the world's highest-selling smartwatches and Huawei has sold 1 billion smart connected devices across all scenarios.
"The bad news is here and it can't get any worse, so we have to try to have some good news later. Think of all the ways to solve the supply and let our business continue." Richard Yu, CEO of Huawei's consumer business, has said.
Ren Zhengfei, the founder of Huawei, recently mentioned that the difficulty Huawei encounters is that they design advanced chips that China's basic industry can't yet build. The weakest link in China is the advanced process, and the best for mass production at the moment is the 14nm process.
At the beginning of September this year, the then Huawei rotating chairman Guo Ping also responded to the chip problem, saying "will continue to maintain investment in HiSilicon, while helping front-end partners to improve and build their own capabilities. I believe we will have a stronger HiSilicon in a few years."
There are no more downside, you had survive Huawei, now its time to show your true worth and give America the middle finger!!!
from cnTechPost
Huawei said to have invested $20 billion in chip sector
2020-11-01 13:09:00 GMT+8 | cnTechPost
2
A Huawei executive mentioned having invested $20 billion in chips and related areas, Aicaijing.com quoted a partner who visited Huawei recently as saying.
"I have confidence in Huawei, it's a matter of time," the partner said.
The report also quoted an unmanned analyst as saying that if Qualcomm provides Huawei with chips, it is unlikely that Huawei will do its best to use Qualcomm.
Huawei may also reduce the number of high-end models and go for greater investment in convergence products, the analyst said, adding that Huawei's GT series watches have become the world's highest-selling smartwatches and Huawei has sold 1 billion smart connected devices across all scenarios.
"The bad news is here and it can't get any worse, so we have to try to have some good news later. Think of all the ways to solve the supply and let our business continue." Richard Yu, CEO of Huawei's consumer business, has said.
Ren Zhengfei, the founder of Huawei, recently mentioned that the difficulty Huawei encounters is that they design advanced chips that China's basic industry can't yet build. The weakest link in China is the advanced process, and the best for mass production at the moment is the 14nm process.
At the beginning of September this year, the then Huawei rotating chairman Guo Ping also responded to the chip problem, saying "will continue to maintain investment in HiSilicon, while helping front-end partners to improve and build their own capabilities. I believe we will have a stronger HiSilicon in a few years."
antiterror13
Brigadier
Even if China could get commercialized EUV scanners in 5 years that would still be very fast. Getting the technology to work is straightforward enough, but getting it to work well can be complicated, and if you want to reach commercially viable industrial application you need it to work well.don't bet your house on it, you might lose it
from cnTechPost
DRAM prices plummeted 9% in October due to Huawei's supply cut-offs
2020-11-01 19:18:06 GMT+8 | cnTechPost
0
In October, DRAM and NAND prices suffered a collective plunge. Analysts believe that this is due to the US sanctions against Huawei, which exacerbated the decline in prices in the memory chip market.
According to a report by market research firm DRAM Exchange on October 30, PC DRAM (DDR4 8Gb) was trading at a fixed price of $2.85 as of the end of October, down 8.9 percent from September.
This is in contrast to August and September, which remained flat for the second consecutive month. For NAND flash memory, 128GB memory cards and multi-level cellular (MLC) products for USB were fixed at $4.20 in October, down 3.4 percent from September. It was also the lowest NAND fixed trade price this year.
DRAM prices were down 5% in July. Analysts attribute this to the impact of the new crown epidemic on PCs and servers in the first half of the year, while inventories at major semiconductor companies have been increasing.
Market research firm TrendForce predicts that the PC DRAM glut will continue through the end of the year.
In addition, the average selling price of PC DRAM (ASP) is expected to drop by 10 percent in the fourth quarter of this year after the US imposed sanctions on Huawei.
In the third quarter of this year, Huawei had made large purchases to build up inventory before the sanctions were imposed, which indirectly drove the outflow of inventory and delayed the timing of the price cuts.
In addition, Samsung Electronics said in a conference call on the 29th that "despite strong demand for laptops and mobile phones, memory demand in the fourth quarter will continue to weaken as customers adjust their inventories."
Trend Force analysts believe that NAND is a relatively less affected market by Huawei and that NAND prices have not declined significantly due to increased demand for 5G networks in the country (South Korea) and growth in sales of communication network products.
DRAM prices plummeted 9% in October due to Huawei's supply cut-offs
2020-11-01 19:18:06 GMT+8 | cnTechPost
0
In October, DRAM and NAND prices suffered a collective plunge. Analysts believe that this is due to the US sanctions against Huawei, which exacerbated the decline in prices in the memory chip market.
According to a report by market research firm DRAM Exchange on October 30, PC DRAM (DDR4 8Gb) was trading at a fixed price of $2.85 as of the end of October, down 8.9 percent from September.
This is in contrast to August and September, which remained flat for the second consecutive month. For NAND flash memory, 128GB memory cards and multi-level cellular (MLC) products for USB were fixed at $4.20 in October, down 3.4 percent from September. It was also the lowest NAND fixed trade price this year.
DRAM prices were down 5% in July. Analysts attribute this to the impact of the new crown epidemic on PCs and servers in the first half of the year, while inventories at major semiconductor companies have been increasing.
Market research firm TrendForce predicts that the PC DRAM glut will continue through the end of the year.
In addition, the average selling price of PC DRAM (ASP) is expected to drop by 10 percent in the fourth quarter of this year after the US imposed sanctions on Huawei.
In the third quarter of this year, Huawei had made large purchases to build up inventory before the sanctions were imposed, which indirectly drove the outflow of inventory and delayed the timing of the price cuts.
In addition, Samsung Electronics said in a conference call on the 29th that "despite strong demand for laptops and mobile phones, memory demand in the fourth quarter will continue to weaken as customers adjust their inventories."
Trend Force analysts believe that NAND is a relatively less affected market by Huawei and that NAND prices have not declined significantly due to increased demand for 5G networks in the country (South Korea) and growth in sales of communication network products.
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