Chinese semiconductor industry

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tokenanalyst

Brigadier
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The bigger
I read (with some effort) the second article.

What to say? This line from the article says it all:

"Without U.S. components, China’s efforts to developing a domestic semiconductor equipment industry would be starting from scratch and attempting to replicate the cumulative achievements of the U.S. semiconductor industry over the past seven decades. It is an extremely tall mountain to climb."

This guy from
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, a well known Washington, DC neocon think tank, is paid for writing anti-china stuff pushing an alternate-reality narrative and for praising the administration when issues anti-china regulations telling them they did great and everything will be ok.

This is his job! A s... job you may say, but actually he makes good money for doing this.

I much prefer to read technical news and achievements in semiconductors in China, this is why I read this forum. The net is already full of that kind of garbage, instead a forum like this is quite rare because it tries to stick to facts and actual news about Chinese semiconductor world.
That is the people who drive the policies of the U.S for decades, not only this policies but also their war policies. Damn lawyers graduates.

I think this people and the mainstream media are underestimating this mature nodes that they want to keep China down. In their mind they think American companies are still trustworthy, they think that Chinese companies are going to keep buying mature US chips from TI, from Maxim, from Qorvo and so on,US companies who made their chips in mature process. They think that they will keep buying US equipment for mature process, that they will not have need to develop their own. They are under the impression the idea that local or non US alternatives will never appear. If they are idiots the can keep relying on US products but if I was the CEO of a Chinese company I would seriously consider of the idea of designing out US products as soon sithgly worst alternatives appear. This administration lowered the bar lower than Trump, just imagine how low the bar will get when Trump wins in 2024. LOL.
Also they are underestimating the fact that the Chinese are not investing in this mature nodes just because, this are training nodes for Chinese equipment, subsystems, tools, materials and software to mature and jump to more advanced nodes. 28nm is advance and mature at the same time.

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theorlonator

Junior Member
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I think the plain facts are that China needs to direct many of its engineering grads and professors into the semiconductor space because China is at war with the US and China's future as a country is dependent on this. In fact, it's somewhat scandalous that Chinese equipment is as behind as it has been for this long.
 

proelite

Junior Member
The best retaliation is to use the momentum that this sanctions create in the Chinese electronic industry to push for more localization and even attract some Non US companies to devour some market share because the vacuum left by US companies.

Another would be tariffs on American end products that will be used to level the competition for domestic semi companies. If America wants to set back Chinese tech back by years, then the whole Chinese market needs to operate with products that are years behind.
 

tokenanalyst

Brigadier
Registered Member
I think the plain facts are that China needs to direct many of its engineering grads and professors into the semiconductor space because China is at war with the US and China's future as a country is dependent on this. In fact, it's somewhat scandalous that Chinese equipment is as behind as it has been for this long.
The Taiwanese model.
I agree, there are a lot researchers making research in disciplines like optics, chemistry, electromechanics and so on, in areas that are not necessary in the short term that could be redirected to tackle problems and shortcomings in the semiconductor industry. Also some companies who products are closely related to semiconductors could be groomed with investment to serve the semiconductor industry.
That could give China additional manpower to tackle this issue. This is basicly war and the soldiers are engineers and scientists.
 

Pkp88

Junior Member
Registered Member
I’m not surprised at any of this, more surprised that 6 years after Trump China is still at choke points in mass production outside of lithography in established tech. People seem focused on how to get around sanctions - that mentality has been holding things back for years. Assume the worst - build a process that doesn’t use Quad/NATO tech eliminates all the noise. I guess we’ll see in 2-3 years or so … so far feels like forever in this tech war.
 
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