Chinese semiconductor industry
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It takes time to foster domestic talent. China is making steady progress but there are still gaps in the short term that require more people to fill at the moment.
Exactly, "the great plan" is suppose too "monopolize" the low end while deny the high end, why an executive with more than two brain cells want to put the fate of its company in the hands of a group of unreliable companies is beyond my comprehension. They should throw those product in a trash bin as soon they have a sightly worse alternative.
A fair assessment, at least Trump tried as a businessman to reach a deal about Huawei but the cold war warriors stop him.
China always follow dual strategy.
Chinese education authority established integrated school in all top universities and institutes in 2019, by 2025 China will have surplus of semiconductor related talent.
20,000 people doing R&D in semiconductor field in Tsinghua University. this is the example of just one university .
Chinese chip firms also poaching former employees and engineers from Taiwan , Korea and Japan.
You can always short on AMAT and friends....you can't be wrong!
USD transactions and Swift. But yeah, that's it. The US blew most of its load too early, which decreases its leverage in a Taiwanese independence contingency.
Many western Hawks feel now is the best time, before china builds up its domestic capacity.
I think that after the ZTE and Huawei fiasco, the US has shown it's cards. Everything after that is just a slow rolling train wreck. So if one were to talk about timing, it would mainly be around timing of sanctions on ZTE and Huawei.
To them, maybe that was the right time. It's hard to say. But certainly right now it seems the timing is a bit off
I'm really confused here. There are a lot of tough wording in there and hyperboles, but what's actually prohibited other than American equipments?
Looks like ASML is still going to be able to sell to China, which means SMIC will have no issue getting the front end scanner it needs for SN2.
I haven't seen anything about TSMC/Samsung not being allow to make chips for Chinese clients, which is the only other thing that would actually halt Chinese design houses for like a year. So, all the Chinese design houses should fast track their orders now while those GPUs and HPC CPUs are not blocked yet.
Am I missing something here? Looks like the biggest losers here are all American companies.
Looks like ASML is still going to be able to sell to China, which means SMIC will have no issue getting the front end scanner it needs for SN2.
I haven't seen anything about TSMC/Samsung not being allow to make chips for Chinese clients, which is the only other thing that would actually halt Chinese design houses for like a year. So, all the Chinese design houses should fast track their orders now while those GPUs and HPC CPUs are not blocked yet.
Am I missing something here? Looks like the biggest losers here are all American companies.
you are wrong, they are capable of making chips from 28nm and up... but the US plaza agreement does not allow them to do so, they are sharing high end semiconductor R&D with IBM..
the world's best semiconductor manufacturing equipment... it's not U.S in general, it's located in Japan
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This post of few pages ago explains well
Chinese semiconductor industry
Here we go.... https://www.reuters.com/business/us-adds-chinas-bgi-genomics-drone-maker-dji-investment-ban-2022-10-07/ https://media.defense.gov/2022/Oct/05/2003091659/-1/-1/0/1260H%20COMPANIES.PDF They also included BGI genomics (!!) and DJI, but it seems practical effects are at the moment...
www.sinodefenceforum.com
"The commerce department also tightened the so-called Foreign Direct Product Rule to restrict China's ability to obtain or build cutting-edge chips used in supercomputers and artificial intelligence applications. These curbs will also apply to global chipmakers, including Samsung of South Korea and Taiwan Semiconductor Manufacturing Co., whose manufacturing relies on American technologies."
The Foreign Direct Product Rule is the recipe used for Huawei.
But the following is the most scaring:
"The U.S. further said on Friday that 28 entities already blacklisted will be subject to enhanced export controls under the Foreign Direct Product Rule, to restrict their ability to source from foreign suppliers using any American technologies."
Which are the 28 entities? For the record SMIC is already blacklisted.
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