Chinese semiconductor industry
- Thread starter Hendrik_2000
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Most of IC is civilian oriented (in fact almost all of it). Commerce is a combination of marketing etc... you have to talk about what you're capable of otherwise you're not going to get customers - that's why we see all those equipment / EDA articles. Chinese companies want to get buyers of their products and for IC they need to indicate they won't lose access to the supply chain. If a domestic capacity exists they will absolutey indicate it.
I think there are products made by Futurewei the Huawei subsidiary in the U.S. that cannot be shipped to China without a license.
Re-upping @tokenanalyst contribution. I was thinking we could add 1) EDA capabilities 2) Material inputs (i.e. what it takes to make wafers) 3) Thresholds that have been mentioned like FinFet etc... What other categories would be relevant? (Auto, Consumer, Data Center needs....) 
From the article it does not look like Nvidia setting a subsidiary to sell chips in china. It looks like their next chip the H100 (one of the banned chips) is already being designed in one of their R&D centers in china. So this permission is for them to continue that development effort in China. But it does not allow that chip to be sold to Chinese customers. According to the article what they allowed is Nvidia to bring in to China anything that is required to complete the design of this chip.
Not when technology becomes geopolitically sensitive. It’s not like there are no backdoor communications between businesses within an industry. In fact most of the public oriented marketing for high tech industries is actually about advertising to stock buyers, not to clients.
Not necessarily, B2B companies often operate with some degree of secrecy even in purely commercial fields.
So the belief here is that China has a 100% domestic commerically scaled DUV FinFet IC process but it's super-secret and Chinese companies are readily accessing it but not dis-closing this sanction proof process to bond / equity holders, customers etc...?
Instead SMIC etc... are expending billions of dollars to buy lines full of ASML, LAM equipment as part of some feint to distract all the watchers?
Instead SMIC etc... are expending billions of dollars to buy lines full of ASML, LAM equipment as part of some feint to distract all the watchers?
Er no. The belief is they have a commercial DUV instrument that’s just completed development and is now being utilized at small scale, but it will take a while longer to integrate into large scale production. In the meantime, you can’t halt your operations or future planning while your alternative suppliers are still maturing so, yes, SMIC will continue to buy ASML if they’re allowed to.
It looks like Nvidia has also got permission to export the chips to American companies operating in China for another 6 months. The immediate cut off is for Chinese companies only. They can also use their Hong Kong facility to export to other countries for another year.
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