Chinese semiconductor industry

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pbd456

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Certainly in the soviet past. But today? i doubt that. But perhabs you know more than i do about this.

This CNBC article mentions that there were meetings betwen representatives of the chinese government and the chinese chip industry. Does anyone knows more about it?

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I just look up international math Olympiad result (for high school students). Russians are still ranking very high. Students in Russia are given a very strong technical background and they don't learn men can give birth to babies in high school or how to use pronoun correctly
 

Minm

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I just look up international math Olympiad result (for high school students). Russians are still ranking very high. Students in Russia are given a very strong technical background and they don't learn men can give birth to babies in high school or how to use pronoun correctly
Chinese companies should have R&D centres in Russia to make use of Russia's human capital. Huawei has a Russian research institute. But does Russia actually have any existing IP or manufacturing capacity that it could supply to China?
 

tokenanalyst

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Yeah, no...

Russia can use Chinese semiconductors equipment if it wants and in exchange it can supply some semiconductor materials. However "build a joint semiconductor industry", no.

Russia and "joint" programs don't match
There was some collaboration between ROSELEKTRONIKA and CETC, but seeing how unprepared the Russian military was in term of electronics, communications and drones for Ukraine I guess the collaboration wasn't deep enough.

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olalavn

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Yeah, no...

Russia can use Chinese semiconductors equipment if it wants and in exchange it can supply some semiconductor materials. However "build a joint semiconductor industry", no.

Russia and "joint" programs don't match
Russia can supplement China with the world's leading mathematical and physical scientists, that's what China lacks is to bring those theories and practices... I'm hoping they will match works like project CR929...
 

tphuang

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A little more on CR Micro.

They displayed a wide range of products in the 2022 China International smart industry expo.
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They showcased high end IGBT of different voltage, MOSFET for different voltage, SiC products and GaN products. Apparently, the sales in Sic product has increased by 433%.
Increased focus on consumer electronics, new energy, industrial control and other fields

Like every other Chinese chip maker, they are expanding production. They are looking to start their new 12-inch production line in Chongqing by the end of this year. This project required 7.55 billion RMB of investment. Their 8-inch production line in Wuxi and Chongqing are also seeing production increases.
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They currently have 230k wpm of 6-inch production as well as 130k wpm of 8-inch production. The new plant will add 30k wpm of 12-inch production. They also have 1k wpm of sic production.

In the first half of the year, their Sic production increased 4 folds and the pending order amounts to over 10 million RMB.
 

daifo

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Certainly in the soviet past. But today? i doubt that. But perhabs you know more than i do about this.

This CNBC article mentions that there were meetings betwen representatives of the chinese government and the chinese chip industry. Does anyone knows more about it?

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"Russians" engineers are certainly very competent if you have worked with any in the past, however the question is have they remained in Russia or fled since the sanctions in 2014 and the tech boom around the world.
 

european_guy

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Tech war: YMTC sends message of compliance after Washington puts China’s largest memory chip maker on watch list​


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Yangtze Memory Technologies Co (YMTC), added to a trade watch list by the US government two weeks ago, has highlighted its compliance “across the globe” in the first public statement by China’s largest memory chip maker since Washington imposed sweeping export restrictions. YMTC initially kept its own counsel after it was added to the “unverified list” by the US Bureau of Industry and Security on October 7. The company can be removed from the list if it provides the US government with more details about the end users of its products. If it does not comply, it will be added to the Commerce Bureau’s Entity List, subjecting it to strict US export controls. YMTC’s statement late on Thursday, which included a denial that it had met with the Chinese government on US restrictions, indicates that the memory chip maker wants to avoid further punishment by Washington. “YMTC is a commercial entity that follows global, market-based and compliant concepts,” said the company. “We’ve always adhered to the principle of legal and compliant operation across the globe since establishment.”
 

ansy1968

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It should be quite normal for MIIT to be having meetings with different local players to assess the impacts of the new sanctions. There will clearly be some impact. The issue with Bloomberg article is that they singled YMTC out and made it sound like it was about to collapse and interviewed with renowned doom sayers. Especially with ASML comment, that was a verifiable lie. If these Chinese firms have any guts, they should be hiring lawyers for defamation suits against Bloomberg. Too bad these people are not media savvy at all.

Anywhere, just to put China's domestication effort into perspective. Here is the latest bid for China mobile.
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In the recent 3 rounds of procurement (7 to 9th round), about 61% of computers were using Chinese CPUs (41.08% from Hygon and 19.95% from Kunpeng). The procurement of Chinese CPUs is increasing. In the 1st to 6th round, Hygon was just 11.36% market share and Kunpeng was 15.05%. Overall through 9 rounds, Hygon is up to 20.90% and Kunpeng is up to 20.53%. So even at large SOE like China mobile, they still have quite a bit to go to reach 100% domestic CPU production.

According to this Phytium article
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, they will be presenting their product at China mobile's 10th global partner conference. Weird that their chips are not been procured by China Mobile for PCs.

Provincial governments are likely to be using a higher % of Chinese CPUs.
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It says here that 32 province/cities (I think 33 in total in China?) and 128 ministries are using Phytium CPUs. It's like that Hygon is seeing even a larger %.
Sir maybe a coincidence since Intel is treading waters regarding its PC sales. ;)

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24 hours ago — A recent report mentions Intel is planning to lay off a significant number of employees to reduce costs amid a demand slump for PCs.
 

weig2000

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Tech war: YMTC sends message of compliance after Washington puts China’s largest memory chip maker on watch list​


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Yangtze Memory Technologies Co (YMTC), added to a trade watch list by the US government two weeks ago, has highlighted its compliance “across the globe” in the first public statement by China’s largest memory chip maker since Washington imposed sweeping export restrictions. YMTC initially kept its own counsel after it was added to the “unverified list” by the US Bureau of Industry and Security on October 7. The company can be removed from the list if it provides the US government with more details about the end users of its products. If it does not comply, it will be added to the Commerce Bureau’s Entity List, subjecting it to strict US export controls. YMTC’s statement late on Thursday, which included a denial that it had met with the Chinese government on US restrictions, indicates that the memory chip maker wants to avoid further punishment by Washington. “YMTC is a commercial entity that follows global, market-based and compliant concepts,” said the company. “We’ve always adhered to the principle of legal and compliant operation across the globe since establishment.”

YMTC is in the business of producing commodity memory chips. What kind of compliance issue can it possibly have to begin with? The US had accused YMTC supplied memory chips to Huawei because YMTC chips were found in some Huawei phone. But how could YMTC know who has used their commodity memory chips which are distributed widely with no YMTC direct control? Hasn't Qualcomm been supplying Huawei with their mobile phone chips? Granted, they are no 5G but 4G chips. Right, but what G chips are YMTC ones? Must be 64G, I suppose.

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In fact, probably the real problem is not so much YMTC supplying chips to Huawei, it's their plan to supply chips to Apple.

Ok, maybe these guys are not so unfair or inconsistent after all, since it seems that Marco Rubio can also accuse Apple sells its iPhone to Chinese military.

"Marco Rubio, a Republican senator, recently voiced concern about reports that Apple was considering buying chips from YMTC, which he said had “extensive” PLA links. “It is unacceptable that sales of the next generation of iPhones would end up strengthening the Chinese military,” Rubio wrote to Tim Cook, Apple’s chief executive."

What logic is there in all these accusations?
 
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