Chinese semiconductor industry

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taxiya

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tonyget said:
SMIC's behavior is actually questionable. As a publicly traded company，it is obliged to reveal the technical progress and detailed revenue source to public and shareholders.
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I am afraid that is not so.

Not long ago many semi-conductor companies such as Samsung were forced by US department of commerce to reveal who is their customer and the volumes of each. If such information is obligatory as a publicly trading company, why did the US government need to force it out? Samsung actually made a protest by referring such information as being "commercial confidential".

I also read my own (western) companies' quarterly report, we never say any technical details of what we are doing, or where we are in the progress. We may say "we increased our revenue by x% in market region y", we never say "we sold x number of things to customer y in country z".
 
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latenlazy

Brigadier
taxiya said:
I am afraid that is not so.

Not long ago many semi-conductor companies such as Samsung were forced by US department of commerce to reveal who is their customer and the volumes of each. If such information is obligatory as a publicly trading company, why did the US government need to force it out? Samsung actually made a protest by referring such information as being "commercial confidential".

I also read my own (western) companies' quarterly report, we never say any technical details of what we are doing, or where we are in the progress. We may say "we increased our revenue by x% in market region y", we never say "we sold x number of things to customer y in country z".
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My company actually has market speak about our technology in our reports and public copy that actually makes *0* sense if you understand how the components of the technology works, but it sounds good and compelling and magical to the average non-technical Joe with no expertise in the field I work in. People who haven't done technical work don't realize that the stuff that goes into these texts are meant to promote sales and brand value, not to actually build subject matter knowledge and literacy.
 
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