Chinese semiconductor industry

Status
Not open for further replies.

ansy1968

Brigadier
Registered Member
2. Banning foundry services on advanced nodes to Chinese customers. US will force TSMC and Samsung to not serve Chinese fabless customers on 5nm or better nodes.
The next step, IF ASML NXT 2050i DUVL are that good as advertise, then a 5nm Chip is possibility.
This, together with the permanent banning on ASML EUV machines will force China to stop at 7nm, and not only for chip production capacity, but also for fabless firms.

By now I guess US has accepted that China will develop until 7nm included, but with the simultaneous banning of EUV machines and foundry services below 7nm, US hopes to stop China at that wall for many years to come.

This will have a huge impact especially on AI and autonomous driving where there are currently many Chinese firms with world-level technology that use TSMC and where the race with US is in full swing because is one of the very few technologies where US and China started more or less at the same time and are more or less peers.
SMIC will find a way cause there is a demand and like the 7nm N+2, until you have proven yourself TECH wise capable of producing a 5nm chip then that policy will change and moved to 3nm....lol. The US for all intent and purposes had given up, those ban and restriction are more like symbolism cause IF they do seriously implement they will have an egg on their face cause nobody will follow and the important thing they got what they wanted, the onshoring of Chip production so maybe this is the best compromise they had gotten.

I believed in 2024 a 5nm N+3 will be unveiled using ASML NXT 2050i, will it be economically viable? let the market sort it out, the important thing is having gain the CORE technical competency in 5nm production process.
 

coolgod

Colonel
Registered Member
According to this tweet and the author of the tweet, the U.S. is giving South Korean companies exemptions from the China chip ban.

This Chinese website said the source is from The Dong-a Ilbo (東亞日報), I can't find it on their international editions, I guess it is reported only in Korean, can you take a look?
The report said the exemptions include Samsung and SKHynix factories in China, which correct me if I'm wrong, aren't cutting edge nodes anyways.

Please, Log in or Register to view URLs content!
Good analysis... fyi in the 700 page AI report chaired by former Google CEO Eric Scmihdt last year the recommended goal was to stop China at 14nm. If they cannot stop at 7nm then I suppose next support is at 3nm

For good or bad, self driving AI is advancing much slower than most initially anticipated back in the hype era of 2017... 3nm vs 7nm is not going to be the difference that makes a difference for cars.
Please, Log in or Register to view URLs content!
In the past two weeks or so, all US equipment makers have received letters from Commerce telling them not to supply gear to the Chinese for manufacturing at 14 nm or below,
The US is already in full panic mode.
 

9dashline

Captain
Registered Member
This Chinese website said the source is from The Dong-a Ilbo (東亞日報), I can't find it on their international editions, I guess it is reported only in Korean, can you take a look?
The report said the exemptions include Samsung and SKHynix factories in China, which correct me if I'm wrong, aren't cutting edge nodes anyways.

Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!

The US is already in full panic mode.
I wouldnt characterize it as full panic mode but rather as part of its plan to do a complete chip ban of all of China... which I predicted publically on here... this is simply one more step in that direction.
 

horse

Colonel
Registered Member
Good analysis... fyi in the 700 page AI report chaired by former Google CEO Eric Scmihdt last year the recommended goal was to stop China at 14nm. If they cannot stop at 7nm then I suppose next support is at 3nm

For good or bad, self driving AI is advancing much slower than most initially anticipated back in the hype era of 2017... 3nm vs 7nm is not going to be the difference that makes a difference for cars.

It won't succeed. It does not have a chance.

Remember how Huawei beat the semiconductor chip supply ban imposed on them?

They gave TSMC a big order to stockpile chips!

Then next of course, China builds out its national 5G network.

That was the only thing required to beat the Americans now, which is a stockpile of chips.

Later, just improve domestic IC capability. They have made progress.

In the end, that stockpiling of chips, was a key factor. Huawei beat the Americans at that game of building out 5G, with a stockpile. That's it.

Now the Americans, they are still playing the same game, with the same playbook, calling the same plays. Guess we can expect Chinese companies will start stockpiling chips again, until domestic IC lines come online.

The Americans seem particularly desperate. Notice how we never hear a peep about the Huawei stockpile of chips anymore? Simply because China built out its 5G network.

That is all it took for Huawei to beat the Americans. A stockpile of chips. Then improving domestic IC capability.

This does not appear that the Americans were beat. They were crushed.

Rumours have it that Huawei itself is coming out with a new chip soon. How long has this Huawei 5G versus US government war been going on? And Huawei is coming out with a new chip?

Hey, what can we say? Just wish that Chip-4 alliance the best of luck, long live the Chip-4 alliance.

:D
 

horse

Colonel
Registered Member
The US is already in full panic mode.

The lying mainstream American media never brings up anymore when will Huawei stockpile of chips will run out.

Wonder why.

It is all about winning for the Americans. Even when they are losing, and have their ass handed to them, in the case of Huawei 5G versus the US government.

Even the UAE cancelled their F-35 order because of Huawei 5G. No one talks about that in the American media.

Huawei got its shots in on the Americans in this war.
 
Last edited:

ansy1968

Brigadier
Registered Member
The lying mainstream American media never brings up anymore when will Huawei stockpile of chips will run out.

Wonder why.

It is all about winning for the Americans. Even when they are losing, and have their ass handed to them, in the case of Huawei 5G versus the US government.

Even the UAE cancelled their F-35 because of Huawei 5G. No one talks about that in the American media.

Huawei got its shots in on the Americans in this war.
Bro will they broadcast Huawei P60 smartphone with Kirin 710a 14nm 3D chiplet? or will Huawei officially announce it launching? either way it will be interesting indeed...lol
 

horse

Colonel
Registered Member
Bro will they broadcast Huawei P60 smartphone with Kirin 710a 14nm 3D chiplet? or will Huawei officially announce it launching? either way it will be interesting indeed...lol

Too much is made out of the phones.

In the end, that is all the Americans can claim to accomplished, in the war against Huawei 5G.

Huawei sold less phones. The trade off there, is that the UAE cancelled their 23 billion dollar contract for F-35. Huawei lost about 28 billion in sales mainly over the phones last year. What a trade off that is. Cell phones for F-35.

-------------- --------------

Sometimes, when the fight is that intense, we forget about longer term strategic thoughts/plans.

For example, this energy crisis in Europe. Before the Russian invasion of Ukraine, they were happily enjoying cheap energy. After the special military operation, they are in crisis. The former was better than the latter. They were working together for mutual benefit. Now they are divided. Got to wonder about this. Was it European stupidity or American ingenious, that allowed the continent to be divided & conquered? That is all that is. Who really gives a shit about the Ukraine.

What started as a US government war against Huawei 5G, has turned into a broader technology war between the United States and China itself.

Wars have a tendency to expand.

This war the United States basically have one big advantage, the only point of leverage over China, which is IC equipment.

1. Whether this advantage in IC equipment can achieve anything is debatable. Huawei beat the Americans in building out 5G because they had a stockpile of chips.

2. The future challenges in this tech war will be more intense for the Americans, and really, not sure if they can handle that. They could not handle this Huawei 5G war very well, to the point they stopped talking about it.

Strategically speaking, I thought this tech war was really dumb.

If you're going into a war, with only one real point of strength, then what kind of advantage do you have, really?

Then to further complicate it, that only point of strength, needs those so-called allies, who did not even want to met Pelosi when she arrived on her broomstick.

Decoupling, is just the euphemism for tech war here.
 

tokenanalyst

Brigadier
Registered Member

Accelerate the independence of domestic EDA/IP: Guangliwei (semitronix) invests up to 1.3 billion yuan​


It is well known that in the semiconductor industry chain, EDA and IP have always been the weak points in the domestic semiconductor industry. In the process of domestic semiconductor autonomy, EDA and IP are one of the important areas.

On the evening of August 29, Guangliwei announced that the company plans to deploy two major functions in the H35-02 plot of Shanghai Lingang Heavy Equipment Industrial Zone - manufacturing EDA/circuit IP and high-performance reliability electrical testing solutions The total investment of the project is 1 billion yuan.

Guangliwei said that this investment cooperation will help all parties to the agreement give full play to their respective resources and advantages, accelerate the realization of the company's business layout and research and development in the integrated circuit manufacturing EDA, circuit IP and high-performance reliability testing sectors, and further promote The company's overall development in the field of integrated circuit EDA software and wafer-level electrical testing equipment continues to enhance the company's influence and comprehensive competitiveness in the industry.

At the same time, the company intends to sign the "Project Investment and Construction Contract" with the Management Committee of Changsha High-tech Industrial Development Zone on the company's investment and construction of EDA software R&D base in Changsha High-tech Development Zone, with a total investment of no more than 300 million yuan. The investment is completed in 5 years.

Among them, the investment scale in 2022 shall not be less than 40 million yuan, the investment scale in 2023 shall not be less than 25 million yuan, the investment scale in 2024 shall not be less than 40 million yuan, the investment scale in 2025 shall not be less than 70 million yuan, and the remaining investment scale shall be completed in 2026. invest.

Guangliwei said that it has invested in the construction of an EDA software R&D base in Changsha, Hunan Province. It has abundant and low-cost human resources, which can greatly alleviate the company's current labor shortage, reduce labor costs, and speed up product development. , improve product service and delivery cycle.

According to the company's semi-annual performance report, the operating income in the first half of 2022 was about 77.71 million yuan, a year-on-year increase of 71.54%; the net profit attributable to shareholders of the listed company was about 580,000 yuan.

Previously, according to Zheng Yongjun, chairman of Guangliwei, without the support of overseas EDA products, it also created a very difficult and important opportunity for domestic related technological upgrades and breakthroughs. After decades of development, the domestic integrated circuit industry has now formed a relatively mature and complete industrial chain.

In the future, manufacturers of integrated circuit design, manufacturing and packaging will, on the one hand, give domestic EDA companies more opportunities for product trial and error and optimization iterations, and create high-quality EDA tools with domestic industry characteristics; on the other hand, in the development of advanced processes , the synergy between upstream and downstream will be unprecedentedly improved, which will drive the rapid upgrade of technologies in EDA software, design, manufacturing and other links, and enhance the overall strength of the country's integrated circuits.

Please, Log in or Register to view URLs content!
Please, Log in or Register to view URLs content!
 

olalavn

Senior Member
Registered Member
Bro will they broadcast Huawei P60 smartphone with Kirin 710a 14nm 3D chiplet? or will Huawei officially announce it launching? either way it will be interesting indeed...lol
lol... i haven't seen any reports of P60 that will use 14nm Kirin.... the issue of rumors on weibo about high-end kirin appearing before 2023 absolutely no news possible, but I'm sure High-end kirin will be released at the end 2024
 
Status
Not open for further replies.
Top