hahaha, để tôi xem từ năm 2024, ai sẽ khóc vì không ai mua khoai tây chiên.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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The NVIDIA series 30 cards, the last generation, prices have gone down.
But it is still a bit early to buy a graphics card I think. I would wait until like mid November. Intel is going to launch their Arc7 GPUs in October 12nd. The Intel Arc7 A770 Limited Edition GPU seems like a good deal assuming they get the drivers working properly. AMD will launch their next generation GPUs in November 3rd and it is likely NVIDIA will cut the prices for current generation series 40 cards when that happens. And by November maybe Intel will have fixed their drivers.
"Simon Yang, who has headed YMTC since its founding in 2016, stepped down reportedly for personal reasons
...
In 2001, Yang became one of the founding members of Semiconductor Manufacturing International Corp (SMIC), the country’s largest chip foundry, and rose to become chief operations officer in 2010 before resigning the following year.
In January 2013, Wuhan Xinxin Semiconductor Manufacturing Corp announced that Yang has been appointed its new CEO. Tsinghua Unigroup acquired the memory chip maker in 2016, when it was transformed into YMTC.
Under Yang’s leadership, YMTC quickly grew into an industry giant. One of its latest products is a 232-layer chip, according to Chinese media, which would put it on par with leading memory chip makers like Samsung Electronics, Micron and SK Hynix."
"His previous roles include CTO and Senior Vice President of Operations at Chartered Semiconductor (now GlobalFoundries) and R&D and Manufacturing Director at Intel. Dr. Yang is renowned for his ability to develop and deliver state of the art technologies. When he served in Intel, he received multiple Intel Achievement Awards and the STAR Award. Dr. Yang has extensive experience in semiconductor R&D, manufacturing and the domestic semiconductor supply chain integration. He sits on the Asia-Pacific Leadership Council of the Global Semiconductor Alliance (GSA).
Dr. Yang now also serves as executive consultant and researcher at Institute of Microelectronics of Chinese Academy of Science. At the same time, he is the executive consultant of national “02” project.
Dr. Yang received his PhD in Materials Engineering at Rensselaer Polytechnic Institute (RPI). He holds more than 20 patents and has published over 30 technical papers."
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Interesting, the founder of SMIC Zhang Rujing left SMIC and joined Wanye Enterprise to develop Semiconductor Equipment and Ion Implanters.
If he is part of project 02 and a executive of IMECAS is probably that he is going to the Chinese equipment industry.
Talking about fast track development, ACM research Shanghai has delivered not one, not two but six new semiconductor processing equipment in just a single year. All of that in middle of the pandemic and the Shanghai lockdown.
AssassinsMace
Lieutenant General
I'm no expert in semiconductors. I don't know what it takes for domestic production. I know its takes a web of different technologies where why the West is trying to scare China into thinking the Chinese can't do it themselves alone. Why do they care when they're banning all the technologies they can to stop China from domestic production? It's because the goal from the beginning was not to stop China and leave it behind because of lame façade excuses like human rights. China is a continent size market and still growing. It's not like Japan, South Korea, and Taiwan dependent on exports for their way of life. They want to make money from China and they want to make more. It was all about extortion to get China to surrender to literally all US/Western demands including everything that had nothing to do with semiconductors and technology. They bet big that the Chinese could not do these things on their own hence why the US had the leverage. Why, because they wanted to believe, not just believed, that they were genetically superior and the Chinese were genetically inferior and that would prevent it from happening. So holding semiconductors hostage from China was worth the momentary loss of the largest market for chips in the world because the rewards from China surrendering was going to be like nothing else they've experience before. Here's where I've been saying when will the US realize their own racism is a national security threat? Their racism makes them think this way and now they've realized they made the wrong bet and they're going to lose big time. How do I know this? Because now it's all about desperately trying to stop China from domestic production not as simple as just denying chips. Why worry about that if they believe just denying chips was going to get the results they aimed for? They're not going to stop their racism because they still want to believe hence why they're moving the goal posts to denying the technology for domestic production.
Why do you think lemming Europe is following the US over over a cliff? Why did Europe despite loathing Donald Trump did everything he demanded regarding China? The stereotype of Europe here in the US is they're more evolved and intellectual and yet they blindly obey the US on international affairs that will cost them embarrassingly the basics in life like in a third world country. It's because this is it! China is shifting the whole world dynamic against a Western dominating one without firing a shot. They've spent so much time and resources sucking up to the US that any change to the status quo would be a huge loss for them. It would be like starting over being equal to everyone else and more time and resources they would have to spend to get back to what they already had. Besides it would would be insulting to them if they had to suck up to China like they did to the US to get it. They think they're the royalty of all humanity. All the countries going along with what the US wants despite the huge losses they are suffering in going against China are doing it because they're going to lose their place they worked so hard for to be in a better place than mostly everyone else in the Western system.
That's what it means when they charged China is undermining the Western world order. It isn't that China is more likely to invade another country or abuse human rights. It's about China not doing it their way which is not recognizing they're the authority and China must follow doing everything their way which keeps the minority West having all the power in the world. They can't keep check on China's technology thinking China will be unethical and abuse technology when it's really about they want to control and make all the money from new technology. Everything they accuse China will abuse, they're already doing it and how outrageous China doesn't recognizes how only the West can only do things they don't want others doing.
In a way all of Biden actions against China is a red herring and he knows it. He can't stop it but he has to show he did something so he can't be accused of doing nothing. It's like the head of the Women's Tennis Association cancelling all WTA events in China over the rape accusation of the Chinese Tennis player. It was seen as a heroic act by him. Those events were already cancelled because of COVID-19. They can spin it that China cheated or it was someone else's fault giving China that technology. They want to make people think it's all about genetics but China's rise makes what they believe in question. Also another thing they don't want the world knowing... It's about money. You have enough of it, you can do everything the West can and more. There are articles out that say that Chinese scientists in the hundreds are leaving the US and many are going to China because they see the US as dangerous for the lives of their family. Each one of them a potential Tsien Hsue-Shen. And today, just like back then, they don't see their racial abuse of people being a danger to their national security.
Why do you think lemming Europe is following the US over over a cliff? Why did Europe despite loathing Donald Trump did everything he demanded regarding China? The stereotype of Europe here in the US is they're more evolved and intellectual and yet they blindly obey the US on international affairs that will cost them embarrassingly the basics in life like in a third world country. It's because this is it! China is shifting the whole world dynamic against a Western dominating one without firing a shot. They've spent so much time and resources sucking up to the US that any change to the status quo would be a huge loss for them. It would be like starting over being equal to everyone else and more time and resources they would have to spend to get back to what they already had. Besides it would would be insulting to them if they had to suck up to China like they did to the US to get it. They think they're the royalty of all humanity. All the countries going along with what the US wants despite the huge losses they are suffering in going against China are doing it because they're going to lose their place they worked so hard for to be in a better place than mostly everyone else in the Western system.
That's what it means when they charged China is undermining the Western world order. It isn't that China is more likely to invade another country or abuse human rights. It's about China not doing it their way which is not recognizing they're the authority and China must follow doing everything their way which keeps the minority West having all the power in the world. They can't keep check on China's technology thinking China will be unethical and abuse technology when it's really about they want to control and make all the money from new technology. Everything they accuse China will abuse, they're already doing it and how outrageous China doesn't recognizes how only the West can only do things they don't want others doing.
In a way all of Biden actions against China is a red herring and he knows it. He can't stop it but he has to show he did something so he can't be accused of doing nothing. It's like the head of the Women's Tennis Association cancelling all WTA events in China over the rape accusation of the Chinese Tennis player. It was seen as a heroic act by him. Those events were already cancelled because of COVID-19. They can spin it that China cheated or it was someone else's fault giving China that technology. They want to make people think it's all about genetics but China's rise makes what they believe in question. Also another thing they don't want the world knowing... It's about money. You have enough of it, you can do everything the West can and more. There are articles out that say that Chinese scientists in the hundreds are leaving the US and many are going to China because they see the US as dangerous for the lives of their family. Each one of them a potential Tsien Hsue-Shen. And today, just like back then, they don't see their racial abuse of people being a danger to their national security.
It is still really stupid what the Americans are doing.
It is that expression they use sometimes to describe the Fed. Behind the curve.
These new sanctions can only mean two things in what the Americans are thinking or believe in.
1) the US government believes they are ahead of the curve.
2) the US government is in total desperation, and this is just to decouple technology from China once and for all.
We cannot be sure of which possibility is in the minds of the US government. Either way, doesn't really matter for the Chinese.
It does not matter for the Chinese, due to the current day, the intermediate term future and long term future
- currently all servers and supercomputers still up and running inside China, regardless of the ban, they own and run that equipment
- a stockpile of chips will serve the needs for the intermediate future of 2 to 4 years, after all, data centers and supercomputers need only so much chips (compared to what production capacity is like)
- fully developing all parts of the IC supply chain for China is the long term goal, since SMIC already at 7nm, that indicates that things are progressing rapidly, sooner or later the local equipment will be ready
Not sure why the Americans want to repeat the Huawei experience.
That's the bottom line.
To some extent it feels like there’s more centralized coordination on all this, but more can be done. Need a YMTC review of the supply chain and at each step assign a group to provide alternatives to un-reliable IP
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