Not sure this is the kind of outcome the Americans wanted. A separate supply chain means less leverage for them.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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broadsword
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But is the supposedly bigger list reflected in that article?
escobar
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Heterogeneous architecture FPGA (580MHz)+Qualcore DSP (1.2GHz)+16G DDR, all chips, all components made in China ($130), in US, similar products >$500. This was a dream 2 yrs ago...
Pretty much where the tech industry is moving towards.
We will see what happens if and probably even when the Biden or any other American administration insists that Japanese companies follow the same restrictions vis a vis China with regards to the semiconductor industry as American ones must. It might not need too much insistence on the part of the White House to the Kantei.
It could happen but Japan semiconductor industry is in a state of decadence so unless the US is willing replace the losses Japanese companies are probably seeing this a opportunity to regain lost market share.
Hi, I got a question about this. it shows on that list that SMIC Shanghai has a 35k 12-inch wpm production capacity. Is this actually operational? I thought it's only the 8-inch fab that's in operation. Or is that one SN2? Also, I thought SMIC Shaoxing is at 70k wpm?
Interesting list. It's kind of interesting to me that TSMC has been able to supply all its 16 nm chips to Chinese customers with just 1 factory that produces 20k wpm. Only a fraction of that is 16 nm, so another proof that it really doesn't take a lot of production capacity to produce all the chip needs of Phytium/Hygon/Zhaoxin.
Also, I had no idea YMTC has additional fabs in Wuhan. Do you have any news on that?
well, SMSC is already de-americanized. SMEE scanners simply aren't as good as ASML scanners. You will need those 2050i and 2100i for 4 nm production in 2024. Even if ASML or Japan gets cut off in the future, I doubt you will see this thing where they are not providing servicing to product they already sold to China. That would be ridiculous.
While you may want 100% domestic, the reality is that you also need the advanced node production asap. And that requires buying non-Chinese tools right now. SMIC need to be stocking up on those latest ASML scanners.
That makes a lot of sense for any business. I'm sure ASML is looking to do the same. Nobody wants Chinese suppliers to become legitimate competition to them. A great opportunity for Japanese tools makers to grow.
Also, I'm not convinced it's a China-led bloc. You have a portion of the world that can buy US tools and then you have all of the world that can buy everything else (lol). there is no reason for Chinese tools makers to not sell to Taiwanese/Korean or American fabs.
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