Chinese semiconductor industry

european_guy said:

China IMO will never help Russia military efforts, to avoid US admins start salivating at dreaming which marvelous sanctions they can put on China..and have also a good excuse to force the others to do the same.

In case is not clear enough, US is looking for the fight with China, hence Taiwan and everything else. An escalation is in the interest of US because, instead, time is on China side...and they will keep escalating, just don't give them good excuses to do so.

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If the Chinese see the Europeans siding up with the Americans to contain them and trying to destroy their economy or supporting the separatists, they will have no options than get closer to their allies themselves and Russia is the closer one.
So the Europeans will have to find a balance relationship that benefit THEM not the Americans or the Chinese but THEM. But things don't look good. Eastern Europe was suppose to be Europe backyard in balance to being Russia frontyard (pretty much like Latin America is suppose to be US backyard and Canada is suppose to be US frontyard) but is the US who is calling the shots in Europe but the Europeans are the ones who suffering the consequences and Europeans leaders just do nothing except than following orders.
Believe or not the Chinese seem to care more about their relationship with the Europeans more than with the US or even other Asian powers like Japan. For the Chinese having to deal with the Americans had become just painful, tiresome and unreconcilable.

tphuang said:

if it's a possibility for whoever is developing EUVs in China to integrate components from German companies. Especially as German businesses are building factories in China.

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That is not possible and geopolitics have nothing do with it, I think ASML have exclusivity deals with their key suppliers. That means any key components cannot be legally integrated in a competitor system without the ASML authorization.

More from that research on China's auto chip sector. From the following link, you can see that Infineon still holds the largest market share in China in the first 3 quarters. This is before Silan and CR Micro getting really into it and also before new capacity coming in from BYD and StarPower (Huahong tabbed) .

I think it's quite interesting that IGBTs from BYD, StarPower, CRRC and Silan are also considered to be equivalent to Infineon 7th generation IGBTs, which is Infineon's latest. So, the Chinese IDMs/Fabless studios are at the latest technology level here.

There is also 东微半导体 (Oriental semi), which I have never heard of, that is also able to produce 7th gen IGBT and they are also the most expensive chips based on this report. According to this , they build chips for Photovoltaic inverters, on board chargers, DC charging piles for NEVs and various industrial and communication power sources. So aside from electric motors, the demand for inverters and chargers are also really high demand items of power chips. Looks like their chips are nabbed at Huahong Grace

In terms of cost, looks like the big 3 are ranked in the order of CRRC, BYD and StarPower in terms of most expensive to cheapest. We will get a better idea of the other players once they can ramp up their production.

In terms of SiC, looks like many Chinese IDMs are now capable of making SiC-MOSFET. Looks like BYD semi is the most advanced here in terms of getting SiC modules into NEVs in mass quantities. CRRC and StarPower are the next best.

Anyhow, a lot of growth in power chips right now that will come online the next 2 to 3 years.

tokenanalyst said:

So the Europeans will have to find a balance relationship that benefit THEM not the Americans or the Chinese but THEM. But things don't look good.

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I agree on this. I have doubts on the loyalty of Bruxelles politicians toward Europe interests, and I'm not the only one. Instead prime ministers, like Scholz or Macron usually more clearly try to defend their national interests more than foreign ones.

tokenanalyst said:

Eastern Europe was suppose to be Europe backyard in balance to being Russia frontyard (pretty much like Latin America is suppose to be US backyard and Canada is suppose to be US frontyard)

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For your information, sentiment toward Eastern Europe is very different than between US and Latin America. We consider Eastern Europe integral part of Europe and everybody is European, there is no difference among us because we have the same history. Only for less than 50 years we have been separated but before the WW2 there was only one Europe, as is now. For instance even UK is less European than Czech Republic or Poland or Hungary, because they have always been a bit "separated" and on their own. I think in part depends on the fact that they live on an island, like Japan.

tokenanalyst said:

Believe or not the Chinese seem to care more about their relationship with the Europeans more than with the US or even other Asian powers like Japan. For the Chinese having to deal with the Americans had become just painful, tiresome and unreconcilable.

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Also Europe cares a lot about relation with China, but being a US so called ally, makes everything more difficult. You don't have to manage this, we have.

ACuriousPLAFan said:

Holy sh1t you're right!

https://twitter.com/i/web/status/1586912106934247424

Maybe the PLA should try the invisibility technology as shown below, but with Huawei screens plastered all over their tanks and armored vehicles?

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This seems cool for optical camouflage from the air, combined with IR suppressing but visible transparent coatings.

This would make overhead optical imaging very difficult against TELs and other long ranged armored vehicles, while ground clutter degrades performance of SAR.

Are these bureaucrats in BIS f-ing serious?

theorlonator said:

Are these bureaucrats in BIS f-ing serious?

https://twitter.com/i/web/status/1587129636017799172

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Its just some PR. Move on

Paul Triolo posts should be considered trolling.

ZeEa5KPul said:

Paul Triolo posts should be considered trolling.

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No I mean the quote he is quoting. That BIS guy can't be as stupid as he sounds can he? I think he was intentionally trolling to Bloomberg.

theorlonator said:

Are these bureaucrats in BIS f-ing serious?

https://twitter.com/i/web/status/1587129636017799172

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What a joke. This morons in Washington just kneecapped its own industry with this Americans can't help Chinese semiconductor industry law. Who in their right mind would buy any more American tools when they can't be serviced?

The talking point from a few weeks ago was that they wanted to make sure other countries will not be able to have an advantage over American tool makers. Well, they did the very opposite of that. In a couple of years, the Chinese supply chain is going to flood the market with cheap alternatives to Lam/Amat products.