Chinese semiconductor industry

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ansy1968

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pbd456 said:
Eventually, US and its allies could ban the import of Chinese made semiconductors.
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How many are they, 700 millions? ( 5eyes, EU, SK and Japan) and decreasing, how many can afford an Iphone? and talking about Apple who are their number 1 market? The question should be ask what IF China retaliates and impose a ban on all American components? They just gifted Russia with 145 million consumer to the Chinese what more the ROW with 6 billion customer.

This is what @european_guy wanted to convey, the Collective West company needed China to survive, so they're pushing back on any additional sanction.
 
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european_guy

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ansy1968 said:
That's one of the reason BUT the main one is they believed that the Chinese are incompetent and they see any successful Chinese tech company are being led by the American like BYD. ;) My prediction as long as Warren Buffett hold those BYD shares, they wouldn't be sanction.
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US society is very "oligarchic", in part also due to their anglo-saxon inheritance. The top 10 percent own 70 percent of U.S. wealth.

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And differently from Europe, in US money really means everything. Money means good education, healthcare, good job and career, quality of life. In US even quality of food strictly depends on your wealth level!

In US there is a vast majority of population, fed with junk food and propaganda, that is brainwashed to think of China what you have written above. But the US elite is totally different, it is well educated, has knwoledge of outside world and has a clear vision of reality, and is this very minority who really rules in US.
 
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henrik

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ansy1968 said:
How many are they, 700 millions? ( 5eyes, EU, SK and Japan) and decreasing, how many can afford an Iphone? and talking about Apple who are their number 1 market? The question should be ask what IF China retaliates and impose a ban on all American components? They just gifted Russia with 145 million consumer to the Chinese what more the ROW with 6 billion customer.

This is what @european_guy wanted to convey, the Collective West company needed China to survive, so they're pushing back on any additional sanction.
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what type of OS are those Chinese branded smartphones for the Russian market using?
 
Jianguo

Jianguo

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ansy1968 said:
How many are they, 700 millions? ( 5eyes, EU, SK and Japan) and decreasing, how many can afford an Iphone? and talking about Apple who are their number 1 market? The question should be ask what IF China retaliates and impose a ban on all American components? They just gifted Russia with 145 million consumer to the Chinese what more the ROW with 6 billion customer.

This is what @european_guy wanted to convey, the Collective West company needed China to survive, so they're pushing back on any additional sanction.
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It's well over a Billion (5 Eyes, EU, Japan, Korea, Australia, New Zealand). These countries have multiple generations of industrial, scientific, high education and military history under their belts. Unbelievable how China was able to rise from absolute destitution to where it is today in the face of such odds.
 
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BlackWindMnt

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ansy1968 said:
How many are they, 700 millions? ( 5eyes, EU, SK and Japan) and decreasing, how many can afford an Iphone? and talking about Apple who are their number 1 market? The question should be ask what IF China retaliates and impose a ban on all American components? They just gifted Russia with 145 million consumer to the Chinese what more the ROW with 6 billion customer.

This is what @european_guy wanted to convey, the Collective West company needed China to survive, so they're pushing back on any additional sanction.
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Just keep it at the Putin's golden billion, let's say tech will be the hard decoupling point, it means high end tech consumer product will most likely increase in prices. If you zoom out a bit from tech we can also see that food, energy and living costs for the golden billion is increasing significantly, this will make them more expensive workers using current currency exchange rates. So the golden billion will have less buying power to consume high end consumer product. Aka the golden billion will either devolve into the silver or maybe even the bronze billion. The rest of the world consumers is most likely stuck in the $200~500 mid end tech consumer product if not even in a lower price range.

So where will western SEMI companies find their customers to make those sub 3nm investment worth the efforts to produce those high end consumer semis, just look at the lower revenue predictions for Intel, AMD, Apple and Nvidia. China alone most likely has a big enough middle class to make at least investment into domestic sub 10nm worth it. Also given that Chinese consumer brands cover the whole spectrum of low, middle and high end consumer products, china can always export to other markets. Don't think there are European or American companies that cover those consumer sections? So to provide the silver or bronze billion they will most likely have to import from China again.

henrik said:
Are the russians satisfied with the harmony OS? Can the russians still use their iPhones functionalities?
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I think it will take at least 3~4 years before HarmonyOS ecosystem will be big and popular enough. For now they will most likely use 3rd party stores to get their android apps.

A bit of a sidestep but i think it will be a bigger lost for the west they are losing a lot electric data intelligence about Russians the sort of intelligence that was being delivered to them free of charge and in an easy digestable format to analyse. They will now need to see if they can place bots to scrape all that data from Russian social media and then convert it to an easy digestable format. Same now that Russians can't use western based payment message systems the west has lost the ability to trace Russian payment traffic done in euros and dollars.
 
escobar

escobar

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“Ironically, while the U.S. has had a huge lead in EDA software, heavy export controls have caused China to invest heavily in coming to parity,” Hutcheson told EE Times. “Five years ago, China’s EDA offerings were essentially unusable. Today, they are very competitive, with limitations.”
Hutcheson said his EDA comments are based on private conversations with industry executives. China’s best, most visible EDA players are Hejian, Amedac, Aerdai, and X-Epic, he added.
He said he heard Chinese firms have reached “a level where they are very competitive at 28 nm and above and competitive down to 14 nm. Given their speed of development, it’s my personal judgement they will hit state-of-the-art in three to four years, providing SMIC can reach 3 nm and 2 nm technology in the same timeframe.”
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PopularScience

PopularScience

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Verification of HwaTsing's 14nm CMP is going well.

Wang Tongqing, secretary of the board of HwaTsing, communicated with Aijiwei after the shareholders' meeting, saying that at present, the company's products have entered most 12-inch wafer foundries and storage plants in China, and 28nm for advanced products has been fully connected, and 14nm products have been verified in parallel. It’s still a work in progress, and while there is no specific timetable for the verification completion node, so far everything is going well.

At the same time, the company also has the technical capabilities of 14nm or even lower nodes. But in the future, there may be a lack of trial and error and verification platforms, which will affect the company's product development on some more advanced nodes.

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