@horse bro I can see the headlines, it's unamerican, we want FREEDOM, freedom to drive, to cause accident and the most American thing, road rage!That recent announcement the other day, from BaiDu that they will roll out a fleet of Level-4 autonomous robot-taxis in scale across Chinese cities, very soon, was a shock!
One, like that is Level-4?! Holy shit!
Two, isn't that only possible with some sort of Qualcomm chip? Double shit!
Why hasn't that been ban? Don't know. What exactly are the rules here anyways? Who knows. Who cares. When President Trump comes back, he can sort it out.
Three, like this electric Level-4 rob-taxi, obviously is connect to the 5G standalone network. What are the standards and protocols? Everyone shuts up. The Americans will ban that too! They will ban everything, if they know what they are doing ... hehe.
That is how it is going. Suppose that is all true, that TSMC fabs a chip for Qualcomm that winds up in BaiDu world leading taxi fleet and in scale, all connected to the 5G standalone network.
When Washington DC hears about this, someone is gonna get banned. But who?
That was the problem with President Trump and the Biden people. They played their cards poorly. Now they have very weak cards left to play, or none at all.
That is what I mean when I thought that the world with this conversation about the future, becomes very interesting, and also deeply confusing.
There are no answers, just bans.
Haha!
Furthermore, TELSA is in this race, to put out a fleet of Robot-taxis.
The idea is thus ... because there are robot taxis, car makers will sell less cars, therefore, if the robot-taxi is the biggest customer, well, you gotta go for it.
But ... where is that going to be deployed and when?
It is first mover advantage. If you're not first, you probably will not have a chance.
Wouldn't it be something if TELSA had to sell their Robot-taxis in China only?!
Ban them!
Ban them!
BAN THEM!!!
Chinese semiconductor industry
- Thread starter Hendrik_2000
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that's rumors...
@PopularScience thanks bro, so I'm wrong BUT happy
, Huawei do produce their owned entire 14nm 3D chiplet line from end to end.@PopularScience bro the same with their first FAB? so all in all IF finished both Shanghai FAB will be producing a 40,000wpm good enough for Huawei or still fall short of their requirements?
First fab is research fab, with few thousands wafer per month capacity. An 12 inch wafer can cut out 500 CPU.
@PopularScience again thanks bro, much obliged.
bro is my theory correct that the 14nm Hisilicon 3D chiplet is based from SMIC unfinished 14nm and they do the packaging? or they do it all from start to end?
if that's new fab maybe 10nm-7nm, there is a lot of information about Huawei going to test 10nm in late 2022..
Maybe. It is de-Americanized fab, still can use ASML
Nothing against ASML or Dutch government, but if China simply play the role of pushover, then Dutch gov't has no incentive to ever consider China's point of view. If Dutch gov't can sanction China with no impunity, then how can Chinese companies ever trust in Dutch product. For fairness and equal cooperation, there has to be respect on both sides.
But you see that not every country has China's ability to develop alternative. Even for China, we've seen it's very hard for it to develop competent lithography machines. It would be arrogant to think that China will not need anything from outside of China after they develop DUV or even EUV lithography machine.
It's naturally unfair for Western countries to hold economic sanctions over rest of the world. You hear German minister and other European politicians complain that they cannot rely on China for green energy, but never hear them acknowledge that they are effectively hold Chinese semiconductor industry hostage with EUV/DUV. We hear the phrase "economic coercing" by Western media on China all the time, but this is never applied when Western countries are applying sanctions on China. Keep in mind that Europeans still have arms Embargo against China after this many years.
In general, I think it would be a bad idea for China to lock anyone out, but China must also exert some pressure on EU to prevent EU from just applying economic sanctions on China anytime they see fit.
Have we seen any evidence that the Europeans are willing to do a compromise where they guarantee their IC supply chain to China in return for Chinese help in IC and other industries?
@PopularScience bro using Gigaphoton?
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