Chinese semiconductor industry

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xypher

Senior Member
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Trump did do quite a lot of damage to chinese tech companies and deteriorated relations a lot, but the one critical thing he did was pull out of TPP.

That basically sealed the fate of US decline and was the greatest shot in the foot by America in decades. 40% of global GDP at america's whim and fancy and they basically threw it away for nothing
It was bipartisan for the most part. Even the drones on Reddit were shitting on TPP but of course when those dumbfucks realized that it weakens the US position in Asia-Pacific, they started pretending that they were all for it from the get-go.
 

tokenanalyst

Brigadier
Registered Member

GTA steps up purchases of China homegrown fab tools​

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Credit: GTA

Shanghai-based analog chips foundry GTA Semiconductor has stepped up purchases from Naura Technology, ACM Research and other China-based semiconductor equipment makers to carry out its second-phase investment project in Lingang Special Area in Shanghai.

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tokenanalyst

Brigadier
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Trump's coming to office, retrospectively speaking, was an excellent lesson for China and the Chinese. A country that aspires to be a major power in the world must never rely on foreign sources for supply of goods and components of highly sophisticated and important technology, especially from foreign sources that are vulnerable to being persuasion by a highly adversarial foreign power to prevent the supply of such items of highly sophisticated technology.

Trump's trade war did much more for Chinese companies to finally get their act together and to make investments into research, development, manufacturing of sophisticated items of technology and patronizing Chinese suppliers of such technology than exhortations and investment by the Chinese government or even comprehensive policy programmes such as Made in China 2025. Chinese companies were too fixated on their short term profit making, believing that the American government would forever pursue to logic of commercial profitability in the interests of their companies and those of their allies given that China is the largest market for such items of as semiconductors.
The U.S. : OMG our trade deficit with China is too high, they need to buy more from us.
Also the U.S. : We need to stop selling high-tech products to China, and at the same time damage our own companies' reputations with unnecessary export controls.

I don't understand what is the ultimate goal of the United States, do they want to be China's supermarket? Because selling low-tech products isn't going to work, China can still make T-shirts cheaper than in the US. So the only thing left is agricultural products.

So kudos to American politicians (especial thanks to the Republicans), they managed to achieve in a few years what all the Chinese bureaucrats failed to achieve in the last decades: convince Chinese companies to buy local products. Local chips, local tools, local software, etc.

GTA steps up purchases of China homegrown fab tools​

2_b.jpg

Credit: GTA

Shanghai-based analog chips foundry GTA Semiconductor has stepped up purchases from Naura Technology, ACM Research and other China-based semiconductor equipment makers to carry out its second-phase investment project in Lingang Special Area in Shanghai.

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sndef888

Captain
Registered Member
The U.S. : OMG our trade deficit with China is too high, they need to buy more from us.
Also the U.S. : We need to stop selling high-tech products to China, and at the same time damage our own companies' reputations with unnecessary export controls.

I don't understand what is the ultimate goal of the United States, do they want to be China's supermarket? Because selling low-tech products isn't going to work, China can still make T-shirts cheaper than in the US. So the only thing left is agricultural products.

So kudos to American politicians (especial thanks to the Republicans), they managed to achieve in a few years what all the Chinese bureaucrats failed to achieve in the last decades: convince Chinese companies to buy local products. Local chips, local tools, local software, etc.
It's what happens when a dying empire masquerading as a "democracy" faces a real competitor. They have zero idea what to do except flail around making stupid policies until the inevitable collapse.
 

tokenanalyst

Brigadier
Registered Member
It's what happens when a dying empire masquerading as a "democracy" faces a real competitor. They have zero idea what to do except flail around making stupid policies until the inevitable collapse.
I don't think they will "collapse" but looks like that some of the policies are made by stoned teenagers.

When China announced "Made in China 2025". What was the European response? Industry 4.0
What was the United States response? A mumbo jumbo of incoherent policies that had achieve nothing.
 

Rettam Stacf

Junior Member
Registered Member
Tpp was a terrible trade deal for American workers, just like NAFTA. It was a great way for American multi national corporations to ship jobs overseas. That type of pact will not be coming back anytime soon.

The TPP was designed to ringwall China, with political objectives placed ahead of economic ones. To achieve the political goal, the US had to bring in several developing economics to which the TPP rules did not make any economic sense. So the US ended up throwing in a lot of sweeteners for those countries, which US workers and their unions found to be highly detrimental.

This is in contrast to RCEP, where economic objectives take a front seat.

Stop here. Going too far OT.
 

Mcsweeney

Junior Member
Not directly related to semiconductor, but I see a lot of talk of Huawei
I had posted in the American economics thread that the Huawei "ban and replace" order was a joke because no one is acting on it due to high cost
Here is another such article just a few hours old!
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Also mentioned was the waivers granted to Hikvision, lol, such powerful sanctions!
Another case of Virtue Signalling is cheap, but "Show me the money" is hard

Wow what a colossal waste of money and capacity the "rip and replace" order was, all so some politicians could score some points with the voters for being "tough on China".
 
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tokenanalyst

Brigadier
Registered Member

YMTC's self-developed SSD controllers have been certified by PCI-SIG PCI-E, all with PCIe 4.0 x4 interface​


According to micronet news, recently, according to a report from tomshardware, YMTC is designing its own SSD controller. Recently, two of the controllers were validated for PCI Express compliance at the PCI-SIG workshop.

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According to the data, YMTC's PCI-SIG-validated SSD controller series currently includes models PE310 and PE320, but there may be other controllers that are not listed in the PCI-SIG integrator list.

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Both the PE310 and PE320 feature a PCIe 4.0 x4 host interface, designed for high-end drives, and may respectively support different numbers of NAND flash channels, the report said.

It is reported that the new generation of 3D NAND memory requires advanced error correction and signal processing algorithms. Therefore, since 2000, major NAND manufacturers have begun to develop SSD master control by themselves, instead of leaving it to a third party to ensure better product quality.

Historically, among manufacturers of 2D and 3D NAND, only Samsung and Intel have designed SSD controllers in-house, while other leading flash manufacturers have left SSD controller development to third parties. In many cases, a poor combination of NAND, controller, and firmware results in a poor-quality drive.

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gelgoog

Lieutenant General
Registered Member
This is really positive news coming out of YMTC. It cuts dependence on what used to be a purely imported product with no domestic substitutes. Also, given the performance characteristics of YMTC memory, they really need a high performance controller specific to their memory to increase the value of their product to the consumer.
 
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