Cope answerI. 'm sure putting it on one thread is enough other wise everyone will be spamming on multiple threads with the excuse to "reach a greater audience".
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Big in which way? Money?
Almost entire Utopia's so called tech industry depends on "paperclip theory" of immigration talents. Utopia has no technological innovative capacity. I've said this before, China should target this. It won't be hard to make them work for China. By this way, China should aim to completely destroy utopia. P-rn stars can't innovate technology. Utopia can't really do anything besides banning rebranded techs actually developed by immigrants. It shouldn't be hard for china to get them.
Why? Huawei isn't a foundry, they are an IDM. They're not looking to sell fab services, just the output. You'll know when their chips still keep showing up in products.
I will dare to go beyond and bold, is theoretically possible that China is currently the second nation is this planet apart from Japan that is capable of making 28nm chips completely on its own. Not in huge volume like TSMC yet. Is a bold statement from my part but I think is possible.
The dumbest way to write regulations is by not consulting the industry to be regulated. That being said, some of them probably saw this coming more than others. If ASML had the foresight to de-americanize its DUVi supply chain, I suspect that the other SME companies have done so to varying extents if only because they started getting the ban hammer in various forms earlier and took the hint.
I think the companies that got hit hardest are the IDMs or the design and outsource companies. They have a larger operation to perform this on and it would take longer similar to what YMTC did. Even if they have taken steps, it is unlikely that they can have zero american inputs from design to manufacture for leading edge products. I also suspect that they never thought things would go this far since to this point the rules never changed for them
I am now looking forward to future earnings report to see how this plays out (interesting opportunity for those wanting to short or go long on semi stocks). How will the companies adjust and how much will it cost, only those companies know and time will tell. ASML may be a foreshadowing of what is to come, since they are making record $$$ while shrugging off every punch thrown their way. It is truly a pity that there is no easily accessible investing for chinese semi stocks to to those of us overseas, I think I would be killing it right now lol.
Japan cannot make 28nm on its own, not even close.
yes. its true.
China is the only country other than Japan to have own 28nm DUVi. its huge
Yeah, i think they can in theory, not in huge volumes but is possible, just because Americans companies have a big market share that doesn't mean that they are the only ones, I may not be entirely wrong saying that Tokyo ELectron, Hitachi, Nikon, Canon, Horiba and Advantest cover the entire needs of semiconductor fab on equipment, Japan also good in IP and EDA.
This day 2022-10-7 (Chinese date format is intended), will remain a historic day.
It is the day US forced a decoupling on China in semiconductors.
It will take some weeks or months to have a clear idea of the impact of all this, but is already clear today that China must now go alone.
Even if theoretically 28nm fabs and above are saved from this action, and the majority of the new fabs now building in China are 28nm and above, it would be totally foolish to still buy US equipment of any sort, because US demonstrated that is totally unreliable and this kind of actions can only grow even larger in the future. Jack Sullivan said "we must maintain as large of a lead as possible".
Quite interesting that the final blow came from Democrats. Indeed looks can be deceiving! Trump was a crazy guy, but valued more commercial relations, he was a businessman after all...and was not an obsessed warmonger like these ones. These are wolves in sheep's clothing.
It is the day US forced a decoupling on China in semiconductors.
It will take some weeks or months to have a clear idea of the impact of all this, but is already clear today that China must now go alone.
Even if theoretically 28nm fabs and above are saved from this action, and the majority of the new fabs now building in China are 28nm and above, it would be totally foolish to still buy US equipment of any sort, because US demonstrated that is totally unreliable and this kind of actions can only grow even larger in the future. Jack Sullivan said "we must maintain as large of a lead as possible".
Quite interesting that the final blow came from Democrats. Indeed looks can be deceiving! Trump was a crazy guy, but valued more commercial relations, he was a businessman after all...and was not an obsessed warmonger like these ones. These are wolves in sheep's clothing.
Why does China need foreign talent?
Japan had crushed the US semiconductor firms with zero foreign talent and I believe China can do the same.
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