Chinese semiconductor industry
- Thread starter Hendrik_2000
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Exactly my point bro, in desperation they are forcing the issue, its purely an emotional decision.
China surely will be hurt no doubt about it BUT it will not be as severe as what the Neocons think and my impression with the downturn China equipment makers will be having a BIG bonanza as they replace all American equipment coupled with the massive FAB expansion. And I'm actually relief and thankful in a way to American action because it created the opposite effect making the Made in China 2025 a reality.Who knows, maybe it can work out for the Americans in the end. Those 20000 former Intel engineers could all go work at that TSMC fab they are building in Arizona.
With the US government war against Huawei 5G, the problem was the US had no alternatives to offer.
With the US government war against Chinese IC industry, the problem here is the future, who will be more competitive?
The current day, the Chinese companies have stockpiled chips, and they have stockpiled chip making equipment. Along with the indigenous attempts to make IC equipment, the Chinese are moving forward.
The Americans, as of today, their leading semiconductor company intends to layoff 20000 workers.
Then we have the spectacle of the US government extolling their power, with the usual cheer leading by the mainstream media.
Uh, like, the most basic point today, one side is expanding capacity. The other side is retrenching, with layoffs!
Yet, there is glee in some American reports about these new bans.
Something is wrong with this picture, to put it mildly.
Yup the case of American gov't left hand doesn't know what the right hand is doing and is now scrambling to correct its mistake...lol
US scrambles to avoid supply chain chaos after China export curbs
South Korea’s SK Hynix and Taiwan Semiconductor Manufacturing granted authorisation to supply operations in China.The US is reportedly scrambling to avoid disruptions to the semiconductor supply chain after announcing new export curbs on China's chip industry [File: Aly Song/Reuters]
Published On 13 Oct 202213 Oct 2022
The United States is scrambling to tackle the unintended consequences of its that could inadvertently harm the semiconductor supply chain, people familiar with the matter have said.
Hours before the new restrictions took effect, South Korean memory chipmaker SK Hynix said the US had granted it authorisation to receive goods for its chip production facilities in China without additional licensing imposed by the new rules.
Separately, the Taiwan Semiconductor Manufacturing Company (TSMC) secured a one-year license to continue ordering US chipmaking equipment for its expansion in China, Nikkei Asia reported on Thursday.
The US government assured TSMC the company would be able to ship the equipment to a manufacturing facility in the Chinese city of Nanjing, the Nikkei report said, citing people familiar with the matter. TSMC did not immediately respond to a request for comment.
US President Joe Biden’s administration had planned to spare foreign companies operating in China, such as SK Hynix and Samsung Electronics Co, from the brunt of its new restrictions, but the rules published Friday did not exempt such firms.
As published, the rules require licenses before US exports can be shipped to facilities with advanced chip production in China, as part of a US bid to slow China’s technological and military advances.
And as of midnight Tuesday, vendors also could not support, service and send non-US supplies to the China-based factories without licenses if US companies or people were involved.
As a result, even basic items like light bulbs, springs and bolts that keep tools running may not be able to be shipped until vendors were granted licenses. And without the minute-by-minute support the foundries needed, they could begin shutting down, one source said.
“Our discussions with the Department of Commerce led to an approval to supply equipment and items needed for development and production of DRAM semiconductors in Chinese facilities without additional licensing requirements,” SK Hynix said in a statement.
The company said the change would help avoid disruptions to the supply chain and that the authorisation is for one year.
Another source said the temporary fix was until a longer-term solution could be worked out.
A US Commerce Department spokesperson did not directly respond to a request for comment on the authorisations but said the department hopes to get input from stakeholders about the rule and may consider changes.
A White House spokesperson also did not respond to a request for comment.
“Unless the authorisation was issued, a variety of equipment and other suppliers would have had to pull their personnel from the fabs in China,” one of the sources said.
The US planned to review licenses for non-Chinese factories in China hit by the new restrictions on a case-by-case basis, but even if approved, that could create delays in shipments. Licenses for Chinese chip factories are likely to be denied.
Intel Corp also operates chip factories in China.
Chinese chip facilities are not expected to get any reprieve.
I know some here are hoping tsmc will suffer from the current economic situation. But, the official quarterly result just came in:
- 3Q2022 is another record quarter
- 4A2022 guidance is flat but still at $20B revenue with 60% GM & 50% OM.
- I have not studied the entire quarterly update, but the only impact I'd seen so far is tsmc will start its F22 Kaohsiung fab to build 28nm first. It flip flopped the previous announced priority, which was to start out with 7nm then followed by 28nm production.
actually, this ban it doesn't affect Chinese companies much... just changing parts of the U.S is done... Chinese or Japanese companies can do it..View attachment 99333
Exactly my point bro, in desperation they are forcing the issue, its purely an emotional decision.
China surely will be hurt no doubt about it BUT it will not be as severe as what the Neocons think and my impression with the downturn China equipment makers will be having a BIG bonanza as they replace all American equipment coupled with the massive FAB expansion. And I'm actually relief and thankful in a way to American action because it created the opposite effect making the Made in China 2025 a reality.
but in the future they will switch to the whole domestic process, it will trouble China's memory chip foundries within 6-9 months. Luckily it's not a matter of survival for China's semiconductor industry
Sir I'm rearing to ask, will they proceed with their 7nm Kaohsiung expansion plan?
2 hours ago — Taiwanese chipmaker TSMC cut its annual investment budget by at least 10% for 2022 and struck a more cautious note than usual on upcoming ...
1 hour ago — (Bloomberg) -- Taiwan Semiconductor Manufacturing Co. slashed its 2022 capital spending target by roughly 10%, a dramatic sign of trouble ...
Impressive.I'd love to see process node revenue breakdown
No slow down in 7nm. Media previously said tsmc utilization in 7nm is low...it looks full to me.
Media most of the time create headlines to get clicks. We can't believe everything you read just because it fits the narrative we want to believe in.
Sir looking at the graph then TSMC will surely be affected by this new restriction and the downturn, maybe SMIC decision on 28nm and 14nm are the right one.
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