Chinese semiconductor industry

Status
Not open for further replies.
W

weig2000

Captain
tokenanalyst said:
"But we also have to take precautions, let domestic suppliers and non-US suppliers account for the majority, and continuously reduce the proportion of US suppliers. We also announced that 60% of the parts of the etching machine are purchased from China, and then purchased in the United States. 10%. Among them, 80% of MOCVD has been purchased from China, while only 5% of US components. We have countermeasures on how to develop domestic and non-US suppliers, including constantly making better localization to make suppliers More solid and so on,” Yin Zhiyao said.

Please, Log in or Register to view URLs content!
Click to expand...

Interesting disclosure. It's clear Zhongwei has been carefully and gradually managing their supply chain risks, a.k.a. de-Americanization. Reminds one the report by Nikkei Asia over a year ago about YMTC meticulously going through their supply chain-- beyond tier-1 and tier-2 suppliers--to assess the risks.

With the rapid progress that Chinese semiconductor equipment manufacturers have been making, it is very likely China can achieve self-sufficiency in semiconductor equipment including DUV lithography machine at 28/14 nm level in three to five years.
 
A

antiterror13

Brigadier
weig2000 said:
Interesting disclosure. It's clear Zhongwei has been carefully and gradually managing their supply chain risks, a.k.a. de-Americanization. Reminds one the report by Nikkei Asia over a year ago about YMTC meticulously going through their supply chain-- beyond tier-1 and tier-2 suppliers--to assess the risks.

With the rapid progress that Chinese semiconductor equipment manufacturers have been making, it is very likely China can achieve self-sufficiency in semiconductor equipment including DUV lithography machine at 28/14 nm level in three to five years.
Click to expand...

I think very likely less than 3-5 years, I'd say 2 yrs for 14nm fully self sufficiency. And no other countries can fully self sufficiency, even for 90nm or possibly even 180nm, including the US ... the US would need something else from other countries even for 90nm or 180nm (i.e lithography, etc)
 
Last edited:
X

xypher

Senior Member
Registered Member
weig2000 said:
Interesting disclosure. It's clear Zhongwei has been carefully and gradually managing their supply chain risks, a.k.a. de-Americanization. Reminds one the report by Nikkei Asia over a year ago about YMTC meticulously going through their supply chain-- beyond tier-1 and tier-2 suppliers--to assess the risks.

With the rapid progress that Chinese semiconductor equipment manufacturers have been making, it is very likely China can achieve self-sufficiency in semiconductor equipment including DUV lithography machine at 28/14 nm level in three to five years.
Click to expand...
Yeah, this is great. The long-term goal should be 0% American components in any high-tech industry, then fully banning from the market and sanctioning the rare earths supply chain for all American leading companies like Apple, Intel, etc.
 
A

antiterror13

Brigadier
xypher said:
Yeah, this is great. The long-term goal should be 0% American components in any high-tech industry, then fully banning from the market and sanctioning the rare earths supply chain for all American leading companies like Apple, Intel, etc.
Click to expand...

I think China should consider other commodities as well to be more independent, I have no doubt if there was severe food shortage in China (sorry a bit off topic), the bully will have no hesitant to sanction soybean and corn export to China as well, and the reasons? well, easily be made up out of the blue
 
coolieno99

coolieno99

Junior Member
ansy1968 said:
So true bro so true, TSMC will be releasing its 3nm next year and 2nm by 2026, while in the US the TSMC FAB will be finished by 2024 and start producing 5nm in 2025, So in essence the American by 2026 will be 2 generation behind. So both the Chinese and the American are in the same boat...lol I'm saying this cause I believed by that time SMIC will be producing a 5nm Chip either thru a DUVL or EUVL.

What the American doesn't understanding even though the DPP is stupid and can be manipulated, the Taiwanese and TSMC in particular are NOT, IF the know how for achieving 3nm and 2nm chip stays in Taiwan, when the Chinese are able to have a functioning EUVL, they will use it to produce in China cause it's more cost effective and profitable thing to do. It's also the reason why Japan and the US had a JV on 2nm and EU had the same ambition. Globalization is dead and regionalism is in and Asia is where the action is and the American want a piece of the pie even though she has nothing to contribute.
Click to expand...
The 3,000 Taiwanese engineers recruited by China play an important role in the rapid development of China's semiconductor industry. China should try to recruit more of the remaining 27,000 Taiwanese semiconductor engineers. The numbers may seem high, but Huawei has 197,000 employees and about 1/2 of them are engineers.
And a good thing, China refrain from attacking Taiwan, provoked by Nancy Pelosi (and other American politicians) recent visit to Taiwan.
 
R

resistance

Junior Member
Registered Member
antiterror13 said:
I think China should consider other commodities as well to be more independent, I have no doubt if there was severe food shortage in China (sorry a bit off topic), the bully will have no hesitant to sanction soybean and corn export to China as well, and the reasons? well, easily be made up out of the blue
Click to expand...
Yes, that's why china develop many salt torrelant crops.
Please, Log in or Register to view URLs content!
 
A

ansy1968

Brigadier
Registered Member
coolieno99 said:
The 3,000 Taiwanese engineers recruited by China play an important role in the rapid development of China's semiconductor industry. China should try to recruit more of the remaining 27,000 Taiwanese semiconductor engineers. The numbers may seem high, but Huawei has 197,000 employees and about 1/2 of them are engineers.
Click to expand...
Bro TSMC decision to stay in Taiwan is a major victory to all Chinese, They know the China threat is a mirage, the main target are them and the Koreans. Japan is an outlier as @henrik had posted no capability to challenge the two. Here is my scenario, TSMC is waiting for a Chinese EUVL to be mass produced and IF they do, TSMC will make a decision of investing and produce at first the 5nm using the Chinese EUVL. In this way they can confide to the American that its 2 generation behind and producing the same chip at its Arizona FAB while maintaining the 3nm and 2nm Chip in Taiwan.
coolieno99 said:
And a good thing, China refrain from attacking Taiwan, provoked by Nancy Pelosi (and other American politicians) recent visit to Taiwan.
Click to expand...
Bro Taiwan is our treasure, why destroy something you owned. These is a family disagreement and time heals all wounds, why make the wound bigger and left a scar.
 
coolieno99

coolieno99

Junior Member
ansy1968 said:
Bro Taiwan is our treasure, why destroy something you owned. These is a family disagreement and time heals all wounds, why make the wound bigger and left a scar.
Click to expand...
Taiwan and China are actually closer than what most people believed.
The following quotes are taken from
Please, Log in or Register to view URLs content!


"Today, Taiwan is one of the biggest investors in China. Between 1991 and the end of May 2021, approved investment in China comprised 44,577 cases totaling US$193.51 billion. In 2020, the value of cross-strait trade was US$166 billion."

"The end of 2019 saw the first outbreak of the COVID-19 pandemic in Wuhan, China, which quickly spread across the world. To contain the pandemic, Taiwan adopted strict border control measures that led to a sharp decline in cross-strait personnel exchanges from over six million in recent years to around 480,000 in 2020. Once the pandemic abates, Taiwan will gradually adjust control measures on personnel exchanges in line with the COVID-19 prevention plans of the Central Epidemic Command Center."
 
Status
Not open for further replies.
Top