The fact that the CEO steps down tough is not a good sign...maybe they miscalculated regarding technology independence, although it would seem to me a very huge and gross mistake.
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
The fact that the CEO steps down tough is not a good sign...maybe they miscalculated regarding technology independence, although it would seem to me a very huge and gross mistake.
I don't make much of it.
I did a quick search in Baidu about it, and it seems like the former CEO Simon Yang have been promoted (or demoted, idk about business positions) to Executive vice director and Chen Nanxiang will be taking over the CEO role.
So the former CEO is still working in the company.
Taiwan vows to safeguard interests amid U.S.-led 'Chip 4' talks
Senior Taiwanese official says full decoupling from China is difficult.
TAIPEI -- Taiwan's government will safeguard the interest of its homegrown semiconductor companies, a top official said on Wednesday, addressing concerns about the potential impact of a U.S.-led chip alliance on Taiwanese tech industries.
Deputy Economic Affairs Minister Chen Chern-chyi said in a news conference on Wednesday that the purpose of the "Chip 4" alliance -- a framework to ensure a stable supply of vital semiconductors involving South Korea, Japan, Taiwan and the U.S. -- is mainly "to work with our partners to form a resilient supply chain."
He added that the group recently held a preparatory meeting. There is no official session planned yet for Chip 4 and none of the formal agendas have been decided. But the government will consult Taiwanese key industry players going forward, though it remains unclear whether topics like export controls are part of the deal, the minister said.
"A semiconductor industry is a globally collaborated industry," Chen said. "The manufacturing equipment comes primarily from the U.S. and Europe, the raw materials come from Japan, and manufacturing technology from Taiwan and [South] Korea. ... So this requires collaboration to form a very resilient supply chain."
Chen's comments come as key semiconductor industries have been closely linked with national security and are having to choose between China, a major trade player, and the U.S., a key security partner. The U.S. is reportedly set to introduce further export controls to limit critical equipment and technology falling into the hands of Chinese entities that Washington has flagged as security risks.
Because China is Taiwan's largest trading partner, the minister explained the dilemma: "I don't see [how] we can completely decouple from China. That's not realistic. So we will continue to see our companies working with their Chinese counterparts, or in business that the government is pleased to see [flowing]."
"With respect to national security, we will take measures including safeguarding our trade secrets, our key national key technologies, safeguarding our talent and not to be poached illegally," Chen added.
Taiwan vows to safeguard interests amid U.S.-led 'Chip 4' talks
Senior Taiwanese official says full decoupling from China is difficult
The U.S.-led "Chip 4" initiative includes Japan, Taiwan and South Korea, but Taipei is worried about its impact on its flagship semiconductor industry. © Reuters
THOMPSON CHAU, contributing writer, and CHENG TING-FANG, Nikkei staff writerOctober 5, 2022 17:30 JST
TAIPEI -- Taiwan's government will safeguard the interest of its homegrown semiconductor companies, a top official said on Wednesday, addressing concerns about the potential impact of a U.S.-led chip alliance on Taiwanese tech industries.
Deputy Economic Affairs Minister Chen Chern-chyi said in a news conference on Wednesday that the purpose of the "Chip 4" alliance -- a framework to ensure a stable supply of vital semiconductors involving South Korea, Japan, Taiwan and the U.S. -- is mainly "to work with our partners to form a resilient supply chain."
He added that the group recently held a preparatory meeting. There is no official session planned yet for Chip 4 and none of the formal agendas have been decided. But the government will consult Taiwanese key industry players going forward, though it remains unclear whether topics like export controls are part of the deal, the minister said.
"A semiconductor industry is a globally collaborated industry," Chen said. "The manufacturing equipment comes primarily from the U.S. and Europe, the raw materials come from Japan, and manufacturing technology from Taiwan and [South] Korea. ... So this requires collaboration to form a very resilient supply chain."
Chen's comments come as key semiconductor industries have been closely linked with national security and are having to choose between China, a major trade player, and the U.S., a key security partner. The U.S. is reportedly set to introduce further export controls to limit critical equipment and technology falling into the hands of Chinese entities that Washington has flagged as security risks.
Because China is Taiwan's largest trading partner, the minister explained the dilemma: "I don't see [how] we can completely decouple from China. That's not realistic. So we will continue to see our companies working with their Chinese counterparts, or in business that the government is pleased to see [flowing]."
"With respect to national security, we will take measures including safeguarding our trade secrets, our key national key technologies, safeguarding our talent and not to be poached illegally," Chen added.
The deputy minister said it is a challenge to impose export controls on China if there are no clear clues that affected exports could be used for military applications. But his agency is "constantly reviewing the export control regime and constantly exchanges information with allies."
"If there are loopholes, we will plug them or fix them," Chen said.
Analysts expect this dilemma will become more intense amid rising tensions between the two powers and as Beijing amplifies pressure on neighboring Taiwan.
Taiwan exported $188.9 billion of goods to the world's second-largest economy in 2021, led by sales of machinery and integrated circuits, according to Taiwanese government data.
South Korea's situation is similar to Taiwan's, with China also being its largest trade partner. The U.S. policy discouraging Chinese participation in supply chains "has immediate detrimental implications for Korean manufacturers," a recent report by U.S.-based Peterson Institute for International Economics warned. South Korea's exports to China accounted for about 25% of its total exports, while its exports to the U.S. totaled about 15% in 2021.
China is also the country's largest source of imports, the report noted, citing South Korean customs data. Pan Chao-min, professor at Tunghai University in Taichung, told Nikkei Asia that "semiconductor nationalism" is on the rise and that Taiwan's leading role is being challenged.
The U.S. intends to rebuild its own semiconductor industry chain aligned with its national interest through the Chip 4 alliance and subordinate Taiwan's semiconductor manufacturing to the U.S. industry, he said.
At the same time, many Taiwanese chip enterprises have set up factories in China while Taiwanese parent companies are being forced to stop development of their Chinese subsidiaries, which is self-defeating, Pan warned. He added that Chip 4 is designed to serve U.S. interests and prevent all high-tech flows to China, including flows from Taiwan.
"Japan and South Korea certainly don't want their semiconductor industry to be controlled by the United States, but intend to build their own semiconductor industry chain, because this is about economic security and also about their core national interests," Pan said. "China is also an important market for Japan and South Korea, and China controls many key components."
A preliminary meeting on the semiconductor alliance between the four governments was held virtually on Sept. 28.
Economic Affairs Minister Wang Mei-hua confirmed on Sept. 30 that the U.S. held a meeting about the semiconductor supply chain in East Asia, with Japan, South Korea and Taiwan included. Foreign minister Joseph Wu told Nikkei Asia that semiconductors should include elements of democracy.
Last year, Washington proposed forming Chip 4 to secure the global
semiconductor supply chain, coordinate policies, create subsidies, and perform joint research and development projects.
U.S. President Joe Biden signed into law in August the CHIPS and Science Act, which aims to increase the number of semiconductor chips made in the U.S.
Source:
Taiwan vows to safeguard interests amid U.S.-led 'Chip 4' talks
Senior Taiwanese official says full decoupling from China is difficult.
TAIPEI -- Taiwan's government will safeguard the interest of its homegrown semiconductor companies, a top official said on Wednesday, addressing concerns about the potential impact of a U.S.-led chip alliance on Taiwanese tech industries.
Deputy Economic Affairs Minister Chen Chern-chyi said in a news conference on Wednesday that the purpose of the "Chip 4" alliance -- a framework to ensure a stable supply of vital semiconductors involving South Korea, Japan, Taiwan and the U.S. -- is mainly "to work with our partners to form a resilient supply chain."
He added that the group recently held a preparatory meeting. There is no official session planned yet for Chip 4 and none of the formal agendas have been decided. But the government will consult Taiwanese key industry players going forward, though it remains unclear whether topics like export controls are part of the deal, the minister said.
"A semiconductor industry is a globally collaborated industry," Chen said. "The manufacturing equipment comes primarily from the U.S. and Europe, the raw materials come from Japan, and manufacturing technology from Taiwan and [South] Korea. ... So this requires collaboration to form a very resilient supply chain."
Chen's comments come as key semiconductor industries have been closely linked with national security and are having to choose between China, a major trade player, and the U.S., a key security partner. The U.S. is reportedly set to introduce further export controls to limit critical equipment and technology falling into the hands of Chinese entities that Washington has flagged as security risks.
Because China is Taiwan's largest trading partner, the minister explained the dilemma: "I don't see [how] we can completely decouple from China. That's not realistic. So we will continue to see our companies working with their Chinese counterparts, or in business that the government is pleased to see [flowing]."
"With respect to national security, we will take measures including safeguarding our trade secrets, our key national key technologies, safeguarding our talent and not to be poached illegally," Chen added.
Taiwan vows to safeguard interests amid U.S.-led 'Chip 4' talks
Senior Taiwanese official says full decoupling from China is difficult
The U.S.-led "Chip 4" initiative includes Japan, Taiwan and South Korea, but Taipei is worried about its impact on its flagship semiconductor industry. © Reuters
THOMPSON CHAU, contributing writer, and CHENG TING-FANG, Nikkei staff writerOctober 5, 2022 17:30 JST
TAIPEI -- Taiwan's government will safeguard the interest of its homegrown semiconductor companies, a top official said on Wednesday, addressing concerns about the potential impact of a U.S.-led chip alliance on Taiwanese tech industries.
Deputy Economic Affairs Minister Chen Chern-chyi said in a news conference on Wednesday that the purpose of the "Chip 4" alliance -- a framework to ensure a stable supply of vital semiconductors involving South Korea, Japan, Taiwan and the U.S. -- is mainly "to work with our partners to form a resilient supply chain."
He added that the group recently held a preparatory meeting. There is no official session planned yet for Chip 4 and none of the formal agendas have been decided. But the government will consult Taiwanese key industry players going forward, though it remains unclear whether topics like export controls are part of the deal, the minister said.
"A semiconductor industry is a globally collaborated industry," Chen said. "The manufacturing equipment comes primarily from the U.S. and Europe, the raw materials come from Japan, and manufacturing technology from Taiwan and [South] Korea. ... So this requires collaboration to form a very resilient supply chain."
Chen's comments come as key semiconductor industries have been closely linked with national security and are having to choose between China, a major trade player, and the U.S., a key security partner. The U.S. is reportedly set to introduce further export controls to limit critical equipment and technology falling into the hands of Chinese entities that Washington has flagged as security risks.
Because China is Taiwan's largest trading partner, the minister explained the dilemma: "I don't see [how] we can completely decouple from China. That's not realistic. So we will continue to see our companies working with their Chinese counterparts, or in business that the government is pleased to see [flowing]."
"With respect to national security, we will take measures including safeguarding our trade secrets, our key national key technologies, safeguarding our talent and not to be poached illegally," Chen added.
U.S. President Joe Biden signed into law the CHIPS and Science Act, which aims to increase the number of semiconductor chips made in the country. © AP
The deputy minister said it is a challenge to impose export controls on China if there are no clear clues that affected exports could be used for military applications. But his agency is "constantly reviewing the export control regime and constantly exchanges information with allies."
"If there are loopholes, we will plug them or fix them," Chen said.
Analysts expect this dilemma will become more intense amid rising tensions between the two powers and as Beijing amplifies pressure on neighboring Taiwan.
Taiwan exported $188.9 billion of goods to the world's second-largest economy in 2021, led by sales of machinery and integrated circuits, according to Taiwanese government data.
South Korea's situation is similar to Taiwan's, with China also being its largest trade partner. The U.S. policy discouraging Chinese participation in supply chains "has immediate detrimental implications for Korean manufacturers," a recent report by U.S.-based Peterson Institute for International Economics warned. South Korea's exports to China accounted for about 25% of its total exports, while its exports to the U.S. totaled about 15% in 2021.
China is also the country's largest source of imports, the report noted, citing South Korean customs data. Pan Chao-min, professor at Tunghai University in Taichung, told Nikkei Asia that "semiconductor nationalism" is on the rise and that Taiwan's leading role is being challenged.
The U.S. intends to rebuild its own semiconductor industry chain aligned with its national interest through the Chip 4 alliance and subordinate Taiwan's semiconductor manufacturing to the U.S. industry, he said.
At the same time, many Taiwanese chip enterprises have set up factories in China while Taiwanese parent companies are being forced to stop development of their Chinese subsidiaries, which is self-defeating, Pan warned. He added that Chip 4 is designed to serve U.S. interests and prevent all high-tech flows to China, including flows from Taiwan.
"Japan and South Korea certainly don't want their semiconductor industry to be controlled by the United States, but intend to build their own semiconductor industry chain, because this is about economic security and also about their core national interests," Pan said. "China is also an important market for Japan and South Korea, and China controls many key components."
A preliminary meeting on the semiconductor alliance between the four governments was held virtually on Sept. 28.
Economic Affairs Minister Wang Mei-hua confirmed on Sept. 30 that the U.S. held a meeting about the semiconductor supply chain in East Asia, with Japan, South Korea and Taiwan included. Foreign minister Joseph Wu told Nikkei Asia that semiconductors should include elements of democracy.
Last year, Washington proposed forming Chip 4 to secure the global
semiconductor supply chain, coordinate policies, create subsidies, and perform joint research and development projects.
U.S. President Joe Biden signed into law in August the CHIPS and Science Act, which aims to increase the number of semiconductor chips made in the U.S.
Source:
If you look at this, the obvious implication is that when China fully develops its supply chain and makes it available to everyone without condition, it will dominate the market.
While Taiwanese ministers may want to deny, the obvious truth is that Taiwan already seriously depend on China in their supply chain and same with the South Koreans.
The other obvious part is that Taiwan will be a victim of this semiconductor nationalism. Or at least it appears to be that way.
Yup its SMIC vs TSMC, David vs Goliath or SMIC + US + China vs TSMC....lol The Price of Success instead of being rewarded everybody want a piece of you.
Quickie
Colonel
Taiwan vows to safeguard interests amid U.S.-led 'Chip 4' talks
Senior Taiwanese official says full decoupling from China is difficult.
TAIPEI -- Taiwan's government will safeguard the interest of its homegrown semiconductor companies, a top official said on Wednesday, addressing concerns about the potential impact of a U.S.-led chip alliance on Taiwanese tech industries.
Deputy Economic Affairs Minister Chen Chern-chyi said in a news conference on Wednesday that the purpose of the "Chip 4" alliance -- a framework to ensure a stable supply of vital semiconductors involving South Korea, Japan, Taiwan and the U.S. -- is mainly "to work with our partners to form a resilient supply chain."
He added that the group recently held a preparatory meeting. There is no official session planned yet for Chip 4 and none of the formal agendas have been decided. But the government will consult Taiwanese key industry players going forward, though it remains unclear whether topics like export controls are part of the deal, the minister said.
"A semiconductor industry is a globally collaborated industry," Chen said. "The manufacturing equipment comes primarily from the U.S. and Europe, the raw materials come from Japan, and manufacturing technology from Taiwan and [South] Korea. ... So this requires collaboration to form a very resilient supply chain."
Chen's comments come as key semiconductor industries have been closely linked with national security and are having to choose between China, a major trade player, and the U.S., a key security partner. The U.S. is reportedly set to introduce further export controls to limit critical equipment and technology falling into the hands of Chinese entities that Washington has flagged as security risks.
Because China is Taiwan's largest trading partner, the minister explained the dilemma: "I don't see [how] we can completely decouple from China. That's not realistic. So we will continue to see our companies working with their Chinese counterparts, or in business that the government is pleased to see [flowing]."
"With respect to national security, we will take measures including safeguarding our trade secrets, our key national key technologies, safeguarding our talent and not to be poached illegally," Chen added.
Taiwan vows to safeguard interests amid U.S.-led 'Chip 4' talks
Senior Taiwanese official says full decoupling from China is difficult
The U.S.-led "Chip 4" initiative includes Japan, Taiwan and South Korea, but Taipei is worried about its impact on its flagship semiconductor industry. © Reuters
THOMPSON CHAU, contributing writer, and CHENG TING-FANG, Nikkei staff writerOctober 5, 2022 17:30 JST
TAIPEI -- Taiwan's government will safeguard the interest of its homegrown semiconductor companies, a top official said on Wednesday, addressing concerns about the potential impact of a U.S.-led chip alliance on Taiwanese tech industries.
Deputy Economic Affairs Minister Chen Chern-chyi said in a news conference on Wednesday that the purpose of the "Chip 4" alliance -- a framework to ensure a stable supply of vital semiconductors involving South Korea, Japan, Taiwan and the U.S. -- is mainly "to work with our partners to form a resilient supply chain."
He added that the group recently held a preparatory meeting. There is no official session planned yet for Chip 4 and none of the formal agendas have been decided. But the government will consult Taiwanese key industry players going forward, though it remains unclear whether topics like export controls are part of the deal, the minister said.
"A semiconductor industry is a globally collaborated industry," Chen said. "The manufacturing equipment comes primarily from the U.S. and Europe, the raw materials come from Japan, and manufacturing technology from Taiwan and [South] Korea. ... So this requires collaboration to form a very resilient supply chain."
Chen's comments come as key semiconductor industries have been closely linked with national security and are having to choose between China, a major trade player, and the U.S., a key security partner. The U.S. is reportedly set to introduce further export controls to limit critical equipment and technology falling into the hands of Chinese entities that Washington has flagged as security risks.
Because China is Taiwan's largest trading partner, the minister explained the dilemma: "I don't see [how] we can completely decouple from China. That's not realistic. So we will continue to see our companies working with their Chinese counterparts, or in business that the government is pleased to see [flowing]."
"With respect to national security, we will take measures including safeguarding our trade secrets, our key national key technologies, safeguarding our talent and not to be poached illegally," Chen added.
U.S. President Joe Biden signed into law the CHIPS and Science Act, which aims to increase the number of semiconductor chips made in the country. © AP
The deputy minister said it is a challenge to impose export controls on China if there are no clear clues that affected exports could be used for military applications. But his agency is "constantly reviewing the export control regime and constantly exchanges information with allies."
"If there are loopholes, we will plug them or fix them," Chen said.
Analysts expect this dilemma will become more intense amid rising tensions between the two powers and as Beijing amplifies pressure on neighboring Taiwan.
Taiwan exported $188.9 billion of goods to the world's second-largest economy in 2021, led by sales of machinery and integrated circuits, according to Taiwanese government data.
South Korea's situation is similar to Taiwan's, with China also being its largest trade partner. The U.S. policy discouraging Chinese participation in supply chains "has immediate detrimental implications for Korean manufacturers," a recent report by U.S.-based Peterson Institute for International Economics warned. South Korea's exports to China accounted for about 25% of its total exports, while its exports to the U.S. totaled about 15% in 2021.
China is also the country's largest source of imports, the report noted, citing South Korean customs data. Pan Chao-min, professor at Tunghai University in Taichung, told Nikkei Asia that "semiconductor nationalism" is on the rise and that Taiwan's leading role is being challenged.
The U.S. intends to rebuild its own semiconductor industry chain aligned with its national interest through the Chip 4 alliance and subordinate Taiwan's semiconductor manufacturing to the U.S. industry, he said.
At the same time, many Taiwanese chip enterprises have set up factories in China while Taiwanese parent companies are being forced to stop development of their Chinese subsidiaries, which is self-defeating, Pan warned. He added that Chip 4 is designed to serve U.S. interests and prevent all high-tech flows to China, including flows from Taiwan.
"Japan and South Korea certainly don't want their semiconductor industry to be controlled by the United States, but intend to build their own semiconductor industry chain, because this is about economic security and also about their core national interests," Pan said. "China is also an important market for Japan and South Korea, and China controls many key components."
A preliminary meeting on the semiconductor alliance between the four governments was held virtually on Sept. 28.
Economic Affairs Minister Wang Mei-hua confirmed on Sept. 30 that the U.S. held a meeting about the semiconductor supply chain in East Asia, with Japan, South Korea and Taiwan included. Foreign minister Joseph Wu told Nikkei Asia that semiconductors should include elements of democracy.
Last year, Washington proposed forming Chip 4 to secure the global
semiconductor supply chain, coordinate policies, create subsidies, and perform joint research and development projects.
U.S. President Joe Biden signed into law in August the CHIPS and Science Act, which aims to increase the number of semiconductor chips made in the U.S.
Source:
It's like joining the Mafia club. Once you get in, there's no way you can get out of it alive.
From what I heard, he is moving onto the next venture to leverage the hybrid bonding technology used in Xstacking on DRAM.
Without EUV, CXMT will not be able to catchup to the DRAM leaders. Simon Yang has a new venture called, Haixin, that will pursue a sort of 3D-DRAM with larger critical dimensions and leverage the hybrid bonding by moving the periphery logic to a second wafer thus gaining a higher DRAM density than what CXMT could ever accomplish with the current DRAM technology.
the 3D-DRAM+periphery on a second wafer method is one of two alternate method that China is exploring to mitigate issue stemming from not having access to EUV.
So, Simon stepping down from YMTC CEO position is not due to any business condition reasons. So, don't read too much into this; YMTC is fine with regards to Simon stepping down. The bigger headwind is what the impact of the latest US action will have on YMTC's fab expansion plan.
What Simon will accomplish at the next venture will provide a bigger positive impact for China than him staying put at YMTC. He will be bring success to Chinese DRAM progress more than what CXMT is able to accomplish to-date.
It is even worse than just dependency, let suppose an hypothetical scenario were the U.S. succeed, most of U.S. chips for the low end to the high end will be made at home so there will be no need to go to Asia, mostly SK and Taiwan.
Ok that leave China as a client, but with all this restriction the Chinese want to make their stuff at home as well even if they have to make their own tools as they doing right now including EUV (which I think they are closer to get than most people here think they are).
With the U.S. market taken by U.S. foundries, unable to sell their low end stuff to China due Chinese companies preference for controllable chips, unable to sell the high end stuff to China due U.S restrictions. And to add salt to the injury we have to take into account that the U.S. is counting on poaching large amount of South Korean and Taiwanese talent to archive this. All of this could basically kill their semiconductor industry.
Or either the current Taiwanese goverment is full of idiots, traitors or both if they aren't able to see this.
Didn't realize that G2 is moving as planned /s.
- Status