Chinese semiconductor industry

TD739 said:

Whatever, fraud.
I am waiting to laugh at your face for your idiotic prediction on China EUV

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So basically, no evidence as usual, huh? Or do you want me to find evidence that Richard Yu didn't cry? LOLOL

And I'm a fraud because you pretended to be a semiconductor engineer then pilot, then professional landlord here, right? LOLOL It's not like your account will be active in 2 years. Whatever happens by then, you'll just make a new account and say you predicted the correct outcome anyway LOL

Hi WTAN,

good day,

Is there news that SMIC will supply Huawei with their 14nm chips? right after SMIC had been sanction there is an eerie silent about that.

WTAN said:

I think the FT article about Huawei making 22nm Chips by 2022 is probably being very conservative.

The 22nm Chips will definitely be made as there is demand for it. However, i would also expect them to be making 14nm Chips as well by the end of 2022.

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Perhabs things are not as good as you think. This will be a factory totally independent from american tech, or so it seems.

WTAN said:

The localised 14nm production line would be ready in 2021. The SMEE 28nm DUVL would also be mass produced in 2022.

This will allow a Huawei 14nm FAB to be operational and in production sometime in late 2022. Huawei's partner, Huahong/ICRD already produces 14nm Chips currently in its own FAB, so this will not be a problem.

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smic, huawei, smee, huahong, etc

It seems to me (i have also seen something like it on TV) that china has too many semiconductor players trying to do the same thing, making redundant investments and squandering expertise and resources.

Some of them are actually frauds:

IMO, if the chinese state wants to really make china independent on manufacturing chips, they should create/designate a national champion and move on from there.

Some of them are actually frauds:

Please, Log in or Register to view URLs content!

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Exactly
But recently the government said it wanted to stop the fraudsters

Especially since 13,000 companies in China want to get into the semiconductor sector now to take advantage of government subsidies, China must be careful

Orthan said:

Perhabs things are not as good as you think. This will be a factory totally independent from american tech, or so it seems.

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Friendly correction: this word you continue to misspell is actually "perhaps", not "perhabs."

Perhaps a person who thinks that SMEE and SMIC are redundant over each other should educate himself rather than make meaningless perhaps statements.

Orthan said:

smic, huawei, smee, huahong, etc

It seems to me (i have also seen something like it on TV) that china has too many semiconductor players trying to do the same thing, making redundant investments and squandering expertise and resources.

Some of them are actually frauds:

Please, Log in or Register to view URLs content!

IMO, if the chinese state wants to really make china independent on manufacturing chips, they should create/designate a national champion and move on from there.

Click to expand...

SMEE is a lithograph producer while the others use SMEE's lithographs in their semiconductor fabs. They are not the same.

China is a free country; if a company wants to invest in this technology, they are free to do so and their grants will be reviewed. If you put all of your eggs in one basket and it fails (for any reason including fraud), you are in big trouble. If you have multiple players at every step, losing one is not so bad. The ones you listed are only the high profile ones; there are more smaller players also making efforts towards this, and sometimes, a dark-horse will save the day. Geniuses don't always choose to work for the big guys.

Somehow people believes that the only chips exist are Kirin SoC.
No, there are a lot of different chips.
Digital, analog, power, electric vehicle, memory, military, space and so on.

TD739 said:

They admitted it.
CEO Richard Yu with tears streaming down at a conference admitted biggest mistake for Huawei was focusing on IC design and nothing on IC manufacturing.

They could easily acquire SMIC back then when it was in trouble with TSMC lawsuit.

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If Huawei had acquired SMIC back then, it still would have been a mistake.

Currently SMIC can still supply everyone else in China, which would not be the case if SMIC had been acquired by Huawei.
It takes time to de-Americanise.

Orthan said:

Perhabs things are not as good as you think. This will be a factory totally independent from american tech, or so it seems.



smic, huawei, smee, huahong, etc

It seems to me (i have also seen something like it on TV) that china has too many semiconductor players trying to do the same thing, making redundant investments and squandering expertise and resources.

Some of them are actually frauds:

Please, Log in or Register to view URLs content!

IMO, if the chinese state wants to really make china independent on manufacturing chips, they should create/designate a national champion and move on from there.

Click to expand...

You can only fit so many engineers into one project before you have a situation with too many chefs. Only business people think that good engineering comes out of throwing more people and money at a problem. Concentrating your money and resources is essential when you want to scale production, but past a point it’s a counterproductive exercise for developing technology and products. The people who make the too many projects divided resources argument have never worked in an R&D department before. They’re also more or less maintaining self contradicting views. When they’re talking about the West or the private sector it’s never “too many projects divided resources” but “more competition better innovation”.

Does anyone remember Solyndra? Obama gave them at least a half a billion dollars and they went bankrupt. They had a new kind of solar panel but it cost more. You can have a better solar panel but if it still cost more producing electricity than the old tech, its's the old tech that wins. Solyndra was Obama's downfall on green tech and the only thing Obama can do to hold back China was to slap tariffs on Chinese solar panels. That was the US surrendering to China because Obama gave up on the US being a green tech giant afterwards. Epic fail.

TD739 said:

They admitted it.
CEO Richard Yu with tears streaming down at a conference admitted biggest mistake for Huawei was focusing on IC design and nothing on IC manufacturing.

They could easily acquire SMIC back then when it was in trouble with TSMC lawsuit.

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If the American government is upset ...

Then obviously Huawei is winning!

Winning big!!