You mean forcing like a gun point TSMC to build fabs in the US with TSMC own money?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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this kind of discussion is still on the fringes, but can become reality very quickly if America is not seeing enough results.
As such, mainland should be reminding TSMC of this reality and get them to work with mainland suppliers.
HA HA HA, there is nothing that could spell the downfall of a company more than being force to spend their own capital money in things that are not a market necessity. If is the US goverment that is going spend 20 billion for each fab, then Is not a problem TSMC, just give the US goverment their empty shiny buildings in the middle of the desert doing nothing. But if they are going to spend their own money building things just for the insecurity of the American goverment, then TSMC is doomed.
These guys in the US are idiots. You cannot convert a factory from 5nm to 3nm at the drop of a hat. You basically need to change the tooling in the factory and at that point it might just be cheaper to make a new fab.
The building shell itself might cost like a billion or two, but the tools can cost up to 10x that.
That’s where you are wrong. All you have to do is to cut the grids on the photo resist mask thinner by 2NM. So easy a caveman can do it.
They learned about production supply chain from Hearts of Iron IV.
It's just some efficiency penalty for a few months right?
Guangliwei's Q3 revenue increased by 44.05% year-on-year, and net profit increased by 2.91%
Jiwei.com news, on the evening of October 23, Guangliwei announced the third quarter report of 2022. During the reporting period, the company's operating income was 98.6756 million yuan, a year-on-year increase of 44.05%; the net profit attributable to shareholders of the listed company was 33.3058 million yuan, A year-on-year increase of 2.91%; net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 32.5055 million yuan, a year-on-year increase of 20.74%; basic earnings per share were 0.1998 yuan.
Guangliwei said that in the first three quarters, the net profit attributable to owners of the parent company was 33.8811 million yuan, a year-on-year increase of 30.6%; operating income was 176 million yuan, a year-on-year increase of 54.99%; basic earnings per share were 0.2178 yuan, a year-on-year increase of 25.9%.
Regarding the change in performance, Guangliwei said that it was mainly due to the substantial growth of the WAT testing machine business in this period.
As for the increase in inventories, Guangliwei said that in the current period, according to the situation of sales orders, the inventory has been greatly increased, resulting in a significant increase in the inventory balance.
It is reported that the company has been researching and developing in the field of integrated circuit yield for more than ten years. The relevant EDA software is mainly used to design various test chips, and to test the electrical parameters and data analysis of the test chips after tape-out, so as to achieve the purpose of improving the yield. . Customers can use the company's EDA design software to achieve more efficient design of test chips and test structures, and at the same time combine various addressable circuit IP technologies to achieve more than 10 times the area utilization of test chips. The design solutions of conventional test chips, addressable test chips, high-density test chips and product-based test chips provided by the company are widely used in first-class integrated circuit manufacturing and design companies at home and abroad, covering multiple process nodes, helping integrated circuits from design Improve chip performance, yield and stability throughout the product cycle from mass production.
Two South Korean companies, Samsung and SK, are trying to manipulate production volumes of DRAM and NAND in order to boost their profit levels again.
If possible, I hope that Chinese government forces them to maintain the production volumes in appropriate levels for many Chinese electronic companies.
We need around 2~3 years until Chinese semiconductor equipment companies can meaningfully support CXMT and YMTC independent of US companies.
Until we can achieve self-sufficiency, we have to make the two South Korean companies to produce enough DRAMs and NANDs so that many Chinese electronic companies can purchase memory chips in a reasonable price.
If possible, I hope that Chinese government forces them to maintain the production volumes in appropriate levels for many Chinese electronic companies.
We need around 2~3 years until Chinese semiconductor equipment companies can meaningfully support CXMT and YMTC independent of US companies.
Until we can achieve self-sufficiency, we have to make the two South Korean companies to produce enough DRAMs and NANDs so that many Chinese electronic companies can purchase memory chips in a reasonable price.
It is fairly well known that the big three basically act like a cartel in the memory business. They have done this for a long time. But the business is pretty cut throat as it is, which is why most of the other companies exited the sector. I had expectations the entry into the market of Chinese memory makers would push down prices but with the US sanctions it won't happen. At least not any time soon.
Complacency is a problem. Now the urgency is that SME companies have to increase manufacturing capacity, train workers and secure-source more parts. Then Process have to adapted, China research institutions have to pull out researchers from other areas to tackle bottlenecks in the semiconductor industry and some companies have to be repopursed to serve the industry.
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