Chinese semiconductor industry
- Thread starter Hendrik_2000
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That is pretty impressive. Have you seen their 2021 annual report?
"Since October 2021, wafer-starts at Hua Hong Wuxi have exceeded 65,000 per month, with the utilization rate maintained at over 100%."
That is fairly good. At this rate they might compete with UMC in terms of production capacity.
I have heard of that as well. But there is no evidence of 14nm being in production at HLMC. And you would expect someone like Zhaoxin, which has made processors at HLMC before, to use their 14nm if it was available. Best Zhaoxin CPU made at HLMC is 28nm from 2017.
The main reason for SMIC focus on 28nm is US sanctions. As is all Western tools suppliers are dragging their feet on anything capable of 14nm.
It is safe to say mass production of 14nm is within China's capabilities by now.
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antiterror13
Brigadier
Very much so, since at least 2 yrs ago, but not fully localised yet until perhaps early next year
There was talk of Huali's 14nm trials being successful back in 2020 but the expansion of sanctions muted this success because their major equipment relied on foreign suppliers. It's now an open secret that Huahong has been trialing an almost entirely domestic 14nm production line. Considering Huali is Huahong's advanced process node subsidiary, I wouldn't be surprised if Huali is already trialing DUV 7nm SADP+SADP process with a mix of domestic and foreign equipment.
ICRD was trialing a 16nm process in 2021 whose results I never heard of since. Since that time, we now know of Huahong trialing a 14nm process. Whatever happened to the ICRD trials? We know they must have been successful but what I don't know is how this success cascaded down China's semicon industry? My understanding is that the entire domestic supply chain is now available for 14nm with the exception of certain precision interferometers and EDA logic debugging and verification modules.
Any news on domestic EUV? Are they still going the synchrotron light source route?
This only mean one thing, they will force their suppliers to lower their price or be replace, here YMTC can undercut its rival and the reason for choosing them, what about TSMC? will they lower their chip price?
By
Apple has something more important than Samsung’s to worry about: Inflation.
None of the new iPhone 14 devices sport increased prices relative to their iPhone 13 counterparts, , despite many analysts expecting the company to increase prices on the higher-end offerings.
When Apple , inflation was hot — but as consumers and investors review the freshly unveiled iPhone 14 lineup, they’ll do so while sweating through even hotter inflation.
The iPhone 14 sticks with a $799 starting price, the iPhone 14 Pro begins at $999 and the iPhone 14 Pro Max begins at $1,099. Prices had been the real unknown going into Wednesday afternoon’s event.
Still, questions remain. Despite unchanged prices for the iPhone 14 line, it’s worth asking how many people will have the cash and capacity to spend on Apple’s latest array of smartphones, watches and headphones.
The matter of affordability has been put in a stark setting by a new Gallup poll released Wednesday, asking how many people are getting burned by the high cost of living and what they are doing to cope.
A majority of Americans, 56%, now say inflation is a severe or moderate financial hardship that’s threatening their ability to keep up their current standard of living, . That’s up from 45% last November and 49% in January.
When Apple unveiled the iPhone 13 last September, federal government inflation data showed a . As of July, it’s up 8.5% year over year —, helped by declining gas prices.
A majority of Americans, 56%, now say inflation is a severe or moderate financial hardship that’s threatening their ability to keep up their current standard of living.
— Gallup poll
While rising costs have long been toughest on lower-income households making less than $48,000 a year, Gallup said the sharpest increase in self-reported hardship is coming from middle- and upper-income households.
That’s people in households with annual income ranges of $48,000 to $89,999 and above $90,000 — presumably prime demographics for the latest Apple gear. They, analysts say, are Apple’s prime customers for its pricier wares.
From November 2021 to August 2022, there’s been a 17-percentage-point increase in middle-income households reporting financial hardship, and for upper-income households, it’s been a 12-percentage-point pop.
Lower-income households reported a four-point increase, but self-reported hardship has been much more prevalent, going from 70% to 74%. They’re unlikely to be spending hundreds of dollars on the latest iPhone, experts say.
Cutting back on spending, or buying only the essentials, are the top ways of combatting inflation, Gallup said. One quarter (24%) said they are spending less, while second place was a tie between less vacationing and less driving, at 17%.
JP Morgan analysts said they’re expecting ‘a broader roll-out’ of buy now, pay later plans and ‘greater focus’ on how it can apply to people switching or upgrading their Apple technology.
Analysts were expecting the standard iPhone model to stick at the existing $799 base price, but thought the price of other versions, like the iPhone Pro and the Pro Max could .
During a July earnings call, Cook said he had not seen “obvious evidence of macroeconomic impact” on the iPhone business. But there was pressure on wearables (like watches and AirPods), and the home and accessories business.
Still, the news was good for iPhones. The company pulled in $40.67 billion in second-quarter iPhone revenue, beating expectations for $38.59 billion.
The real “unknowns” about Wednesday’s event pertained to pricing during the moment’s hot inflation, said a JP Morgan note published ahead of the call. That really applies to wearable devices, which people view as more discretionary than iPhones, analysts wrote.
The company’s latest Apple Watch SE starts at $249 with GPS and $299 when adding cellular capability. For the Series 8, prices start at $399 with GPS, and they begin at $499 when adding cellular. The Apple Watch Ultra, presented as a rugged watch for extreme athletes, will cost $799.
Apple CEO Tim Cook won’t raise iPhone 14 prices. He must first deal with a fierce rival — and it’s not Samsung
Last Updated: Sept. 10, 2022 at 4:38 p.m. ETFirst Published: Sept. 7, 2022 at 12:52 p.m. ETBy
Many analysts were taken by surprise, as they expected the company to increase prices on its higher-end iPhones
Apple debuted the iPhone 14 Pro and other new smartphones Wednesday.
Apple has something more important than Samsung’s to worry about: Inflation.
None of the new iPhone 14 devices sport increased prices relative to their iPhone 13 counterparts, , despite many analysts expecting the company to increase prices on the higher-end offerings.
When Apple , inflation was hot — but as consumers and investors review the freshly unveiled iPhone 14 lineup, they’ll do so while sweating through even hotter inflation.
The iPhone 14 sticks with a $799 starting price, the iPhone 14 Pro begins at $999 and the iPhone 14 Pro Max begins at $1,099. Prices had been the real unknown going into Wednesday afternoon’s event.
Still, questions remain. Despite unchanged prices for the iPhone 14 line, it’s worth asking how many people will have the cash and capacity to spend on Apple’s latest array of smartphones, watches and headphones.
The matter of affordability has been put in a stark setting by a new Gallup poll released Wednesday, asking how many people are getting burned by the high cost of living and what they are doing to cope.
A majority of Americans, 56%, now say inflation is a severe or moderate financial hardship that’s threatening their ability to keep up their current standard of living, . That’s up from 45% last November and 49% in January.
When Apple unveiled the iPhone 13 last September, federal government inflation data showed a . As of July, it’s up 8.5% year over year —, helped by declining gas prices.
A majority of Americans, 56%, now say inflation is a severe or moderate financial hardship that’s threatening their ability to keep up their current standard of living.
— Gallup poll
While rising costs have long been toughest on lower-income households making less than $48,000 a year, Gallup said the sharpest increase in self-reported hardship is coming from middle- and upper-income households.
That’s people in households with annual income ranges of $48,000 to $89,999 and above $90,000 — presumably prime demographics for the latest Apple gear. They, analysts say, are Apple’s prime customers for its pricier wares.
From November 2021 to August 2022, there’s been a 17-percentage-point increase in middle-income households reporting financial hardship, and for upper-income households, it’s been a 12-percentage-point pop.
Lower-income households reported a four-point increase, but self-reported hardship has been much more prevalent, going from 70% to 74%. They’re unlikely to be spending hundreds of dollars on the latest iPhone, experts say.
Cutting back on spending, or buying only the essentials, are the top ways of combatting inflation, Gallup said. One quarter (24%) said they are spending less, while second place was a tie between less vacationing and less driving, at 17%.
JP Morgan analysts said they’re expecting ‘a broader roll-out’ of buy now, pay later plans and ‘greater focus’ on how it can apply to people switching or upgrading their Apple technology.
Analysts were expecting the standard iPhone model to stick at the existing $799 base price, but thought the price of other versions, like the iPhone Pro and the Pro Max could .
During a July earnings call, Cook said he had not seen “obvious evidence of macroeconomic impact” on the iPhone business. But there was pressure on wearables (like watches and AirPods), and the home and accessories business.
Still, the news was good for iPhones. The company pulled in $40.67 billion in second-quarter iPhone revenue, beating expectations for $38.59 billion.
The real “unknowns” about Wednesday’s event pertained to pricing during the moment’s hot inflation, said a JP Morgan note published ahead of the call. That really applies to wearable devices, which people view as more discretionary than iPhones, analysts wrote.
The company’s latest Apple Watch SE starts at $249 with GPS and $299 when adding cellular capability. For the Series 8, prices start at $399 with GPS, and they begin at $499 when adding cellular. The Apple Watch Ultra, presented as a rugged watch for extreme athletes, will cost $799.
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