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Chinese semiconductor industry
- Thread starter Hendrik_2000
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Everyone talk about the Micron's, the Nvidia's, AMD's, the Intel's, A.I, the big boys with their 5nm chips. But nobody talk about what is going to happen to this guys.
other low end US IC companies. like lattice semiconductor.
Most of this companies products are made in mature nodes. 20nm+
What is going to happen to them in this envoriment?
Do they are going to be labelled unreliable companies in China?
Do the are going to see their revenue drop?
Their market share drop?
Unwanted competition from newcomers Chinese players?
Do anyone in the White House care about them?
other low end US IC companies. like lattice semiconductor.
Most of this companies products are made in mature nodes. 20nm+
What is going to happen to them in this envoriment?
Do they are going to be labelled unreliable companies in China?
Do the are going to see their revenue drop?
Their market share drop?
Unwanted competition from newcomers Chinese players?
Do anyone in the White House care about them?
Thanks a lot for this. And to @PopularScience
Here is the part that really got to me looking at that chart.
SMIB (I assume that's SMIC Beijing) had revenue of 1.284 billion
SMNC had revenue of 970 million.
Going by this document, the maximum capacity of SMIB is 60k wpm and of SMNC is 100k wpm.
Even if we assume they reached the 60k wpm and even exceeded a little bit for first half of the year, that would still probably only mean 400k 12-inch wafers for SMIB and probably 450k 12-inch wafers for SMNC.
That would mean $3200 per wafer at SMIB and $2150 per wafer at SMNC.
SMNC makes sense based on PopularScience's chart, since they are probably producing a healthy mix of 28, 40, 55 and 90 nm wafers (with more focus on 40/55/90 nm process).
SMIB makes less sense to me, because that is right in between 28 and 20 nm process. I thought they are doing mostly 55/65 nm wafers. Is it possible that they are also doing some 14 nm process?
A lot of these companies survive on pure inertia. Texas Instruments and Analog Devices have not come up with a major new product for over a decade if not two decades. There is little they manufacture which is not out of patent. STMicro, NXP, and Renesas get a lot of their income from automotive chips and after the automotive chip shortage a lot of companies in China like BYD are moving to having their own production. Qorvo does cellphone antennas and this is something which I think China needs to completely replace with their own products since they have a near monopoly on this.
The listing rose 64.47%. Semiconductor equipment manufacturer Fuchuang Precision successfully landed on the Science and Technology Innovation Board
Jiwei.com News On October 10, Fuchuang Precision was listed on the Science and Technology Innovation Board of the Shanghai Stock Exchange. The company's stock code is 688409, the issue price is 69.99 yuan per share, and the issue price-earnings ratio is 195.49 times.As of press time, Fuchuang Precision has surged 64.47% to 115.11 yuan per share, with a total market value of 24.06 billion yuan.
It is understood that Fuchuang Precision is a leading company in the precision parts of semiconductor equipment in China, and it is also one of the few precision parts manufacturers in the world that can mass-produce semiconductor equipment used in the 7nm process. In addition to semiconductor equipment, the company's products are also used in the manufacture of display panels, pan-semiconductor equipment for photovoltaic products and other fields.
At present, Fuchuang Precision has entered the supply chain system of global semiconductor equipment leading manufacturers such as Customer A, Tokyo Electron, HITACHI High-Tech and ASMI, and is the global strategic supplier of Customer A. At the same time, based on the localization trend of semiconductor equipment, the company actively explores the domestic market, and its products have entered the market including North Huachuang, Yitang Co., Ltd., Zhongwei Company, Tuojing Technology, Huahai Qingke, Xinyuanwei, Zhongkexin Equipment, Kaishi Mainstream domestic semiconductor equipment manufacturers such as Tongtong have ensured the security of my country's semiconductor industry supply chain.
Agree and disagree. The disagree is far more stronger than the agree part for me. I explain why.
The article was quite good, in the way they tried to explain things. What AI equipment or chips were needed. What the motivations were. What kind of trends are developing in the industry.
That is quite good, because he tries to explain.
To people who do not follow tech on a regular basis, then this article should be considered good.
I don't this article because it is atypical American echo chamber.
echo chamber ... echo chamber ...
So I would think a lot of people in this thread, would say the article makes a few points, but still a bad article.
For example, these two paragraphs were written.
At least they kind of know what is going on.
But ... like ... big hairy deal. Everyone kind of knows this.
The article says there is a convergence of AI and HPC. Meaning artificial intelligence is using high performance computing.
Like duh! What else will AI need? But faster and better machines?
(For faster and better machines, we need faster chips! And better and innovative ways of linking them to work together, which China has demonstrated considerable skill in doing that).
In the end, I did not like this article, although it has merit, I did not like it because that is what people discuss everyday here in this thread, and in more detail.
In the end, the article did not offer anything new either.
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