@tokenanalyst bro need your comment from my previous post? Do you know something about this company, from rumors it will start operation in 2024 and IF true can FAB 14nm and 7nm chips? I have my doubts and appreciate your view.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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They are going to do RF chips, image sensors and analog chips like process nodes probably bigger than 28nm, it doesn't looks like they plan to do very advanced logic.
@tokenanalyst thanks bro, Is it possible this company will supply Huawei with RF chips? I heard rumors Hubble Investment had a stake in this company?
That will depends if they avoid using as much U.S. technology as a possible or don't care about possible export controls. If Huawei is investing in them is very probably is the first case.
@tokenanalyst any idea if these guys will buy domestic scanners from SMEE or buy ASML? Nikon/Canon?
Some weeks ago I had omnicron it took me out for like 3~4 days. Image 0 deaths but millions upon million of workers doing Russian roulette becoming sick for a week multiple times each year. It will disrupt everything losing such big chunks of a countries work force.
I truly wouldn't know what will do more economic damage a 1.5 month regional lock down or waves of severe worker shortage nationally.
i thought there are 39 death reported today.
A good experiment then. Let's have Western economies open, and China in lockdowns for 10 years.
Who do you think will come out of this on top..
The reason why I am saying 10 years is because Covid isn't going to disappear but instead stay with us like the flu
Btw also take into account the disruption in R&D activities (semiconductors included).
IDK, SMEE scanners could probably do most of the use cases for this fab.
But if they are going to make chips for Huawei, I think ASML is not an option. Am I wrong in making that statement?
Having waves of covid infecting big portion of the workforce, every bi-quarter is definitely worse in the long term, while doing regional lockdown is short-medium term depending on the execution and severity of the outbreak.
We still don't know how much effect does long covid have on the workforce, and if increased medical debt will affect disposable income. China would likely move to a strategy of living with covid eventually, but with Chinese characteristic of slowing the spread and improving detection, in order to not let covid overwhelm healthcare services.
Also Omicron might be mild, but there's no guarantee future variants will be less severe or less transmissible, so we might see for some variants its better to do dynamic zero-covid and other variant allows for relaxed restrictions.
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