Chinese semiconductor industry

Status
Not open for further replies.
horse

horse

Colonel
Registered Member
Wangxi said:
But recently the government said it wanted to stop the fraudsters
Please, Log in or Register to view URLs content!
Click to expand...
Read something last night where someone claimed that 80% of Silicone Valley companies are unprofitable, making no profits.

That does not sound believable, but it could be true, as start ups usually do not make money. Then as we see from the tech booms of the past couple of decades, the boom goes bust.

When the bust comes, all the money goes down the drain.

If China wants to develop a complete semi-conductor industry, fraud is the last concern.

What is needed is capital to invest and speculate. CCP is doing the right thing, pumping out all the money it can towards that industry.

Who the heck is going to work for free?


(A side note, that is the difference between China and America right now, all the money is pumped into a tech area in one country, all the money is pumped into the banks and finance in the other country.)
 
Last edited:
W

Weaasel

Senior Member
Registered Member
gelgoog said:
AFAIK the CAP1400 nuclear power plant design has been finalized but no plant has been built yet. Under construction.
Several smaller AP1000 nuclear power plants have been built but that is not nationalized design.
Please, Log in or Register to view URLs content!

I cannot say I am a big fan of clean coal. Coal power plants will always be around but I think large natural gas fuel cells would be a better objective. Like molten carbonate fuel cells.
Please, Log in or Register to view URLs content!

Also energy efficient building construction (smart buildings). Another interesting thing long term would be ballistic conductors for HVDC long distance transmission.
Please, Log in or Register to view URLs content!

I think hydrogen fuel is a bust. Bad idea. Waste of energy.

The quantum network sounds nice. Good to transfer sensitive data like crypto keys. I think they should also add a global satellite communications network to compete with Starlink. Hopefully better than Starlink.

The semiconductor process technology roadmap like you said seems kind of pessimistic. As for quantum computers I am not that certain they will be 'the' future like I said before.
Click to expand...

I like this, but this is for the technology section.
 
W

Weaasel

Senior Member
Registered Member
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...


They do different things, man. SMEE manufactures semiconductor and IC chip manufacturing equipment, including DUV lithography machines, just as the American company, Applied Materials does. SMIC manufactures IC chips using equipment that it purchases from manufacturers of such equipment across the globe, just as Intel, TSMC, and Samsung Electronics do. Huawei manufacturers telecommunications equipment and devices, and also designs the IC chips that are used for its telecommunications equipment and devices that it contracts or contracted IC chip manufacturers such as SMIC and TSMC to make, such as those used in its 4G and 5G base stations and its smart phones.
 
G

gelgoog

Lieutenant General
Registered Member
ansy1968 said:
...
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.
Click to expand...

SMIC finished fabrication of the wafers they already had in process for Huawei but because of US sanctions they won't produce more.
Their production lines use some US tools and materials.
 
O

Orthan

Senior Member
latenlazy said:
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”.
Click to expand...

Perhabs you know more than me, but i refuse to believe that one researcher produces the same as five researchers. It depends on how do you organize the work. And they already have a lot of competition.

Weaasel said:
They do different things, man. SMEE manufactures semiconductor and IC chip manufacturing equipment, including DUV lithography machines, just as the American company, Applied Materials does. SMIC manufactures IC chips using equipment that it purchases from manufacturers of such equipment across the globe, just as Intel, TSMC, and Samsung Electronics do. Huawei manufacturers telecommunications equipment and devices, and also designs the IC chips that are used for its telecommunications equipment and devices that it contracts or contracted IC chip manufacturers such as SMIC and TSMC to make, such as those used in its 4G and 5G base stations and its smart phones.
Click to expand...

Thanks for the clearing up.

So it seems that SMEE is the most critical of these ones.
 
FriedRiceNSpice

FriedRiceNSpice

Captain
horse said:
(A side note, that is the difference between China and America right now, all the money is pumped into a tech area in one country, all the money is pumped into the banks and finance in the other country.)
Click to expand...

Not quite, since the banks and finance of the other country in turn pumps most of that money into tech.
 
G

gelgoog

Lieutenant General
Registered Member
FriedRiceNSpice said:
Not quite, since the banks and finance of the other country in turn pumps most of that money into tech.
Click to expand...

They pump it into stocks of the leading tech companies. But that does not necessarily translate into more tech. A lot of those tech companies often waste their profits on stock buybacks and dividends while their products linger. One example is IBM.
 
W

WTAN

Junior Member
Registered Member
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...
I would take any article from Western Media like FT with a large pinch of salt. Where do they get their information from?

I remember a few months ago, the Taiwanese and Japanese were saying that the Chinese 28nm FAB would take 3years before making any Chips.
Now the reality is that they will be producing 28nm Chips in 2021 which is after 1 year.

Things have changed, since the Tech War, China has ramped up their Semiconductor plans. Prepare to be surprised.
 
Status
Not open for further replies.
Top