I am shocked that the US dominated helium production as it does...
Chinese semiconductor industry
- Thread starter Hendrik_2000
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The point of posting this article is not to belabor the point that the recent US chip bans on China is not about preventing Chinese military applications. That much is clear to most people here. Rather, it's interesting to read the comments from a panel of US experts on some of the more specific rules and the underlying thinking of the US officials who wrote these rules and regulations.
A couple of quotes capture the key points nicely:
Still, you want to read the whole article.
At some level, I believe these US bans actually have afforded the Chinese semiconductor industry a very good opportunity to mobilize, coordinate and synchronize their joint efforts and to fundamentally rethink, restructure and reconfigure the industry and the ecosystem. It would be difficult to do so without a clear and present danger, an existential crisis of sort. There would still be the hope, by some players, that somehow and in some way they could still get away with the dependency on the US technologies, regardless of the longer-term consequences. In reality, the entire Chinese semiconductor industry has advanced to such a state where there are capable or emerging players in every segment of the industry. In the longer term, China will benefit from having developed a complete, self-sustaining supply chain and ecosystem.
A couple of quotes capture the key points nicely:
Still, you want to read the whole article.
At some level, I believe these US bans actually have afforded the Chinese semiconductor industry a very good opportunity to mobilize, coordinate and synchronize their joint efforts and to fundamentally rethink, restructure and reconfigure the industry and the ecosystem. It would be difficult to do so without a clear and present danger, an existential crisis of sort. There would still be the hope, by some players, that somehow and in some way they could still get away with the dependency on the US technologies, regardless of the longer-term consequences. In reality, the entire Chinese semiconductor industry has advanced to such a state where there are capable or emerging players in every segment of the industry. In the longer term, China will benefit from having developed a complete, self-sustaining supply chain and ecosystem.
Our friend @tinrobert posted his latest article on the impact of the sanctions.
I don't think any of his findings would be shocking to people here but he did a great job of summing them up. We will see if European/Japan tool makers go along with these crazy sanctions. Again, I must stress that a lot of things can change in one year. other foreign countries applying sanctions could effect things. Chinese companies getting a boost from laid off Lam/AMAT/KLA workers could speed up their pace of expansion. Samsung/SK/TSMC no longer getting waivers after this first year would sink revenue of Lam/AMAT/KLA even more and cause untold disruption in the international market.
I don't think any of his findings would be shocking to people here but he did a great job of summing them up. We will see if European/Japan tool makers go along with these crazy sanctions. Again, I must stress that a lot of things can change in one year. other foreign countries applying sanctions could effect things. Chinese companies getting a boost from laid off Lam/AMAT/KLA workers could speed up their pace of expansion. Samsung/SK/TSMC no longer getting waivers after this first year would sink revenue of Lam/AMAT/KLA even more and cause untold disruption in the international market.
These Korean companies need to be investing in Chinese tools, no excuse now.
Investing in Chinese tools is all nice and good, but the tools have to be made available for them to validate and integrate as they redesign their processes. Based on what people here have shared, Chinese tool and materials providers have their hands full scaling up to meet domestic demand, let alone international. While it would be nice, and certainly should be a goal to have those tools integrated into the operations of international companies, it does not seem realistic in the short term when SMIC, YMTC, etc will be soaking them up unless a conscious decision is made to allocate certain volumes to international customers. Even if they are allocated volumes it might get them pilot production capabilities but wouldn't be enough for large volume production, let alone sufficient to replace everything in that one year grace period for their Chinese operations. It would be more realistic if Korean and Taiwanese companies worked with Chinese tool makers and component providers to identify how they can support and keep their existing tools for their Chinese operations running. That is imperative given the one year grace period they have.
This guys seems to have a lot of fans on weibo, so I assume this is somewhat reliable.
Nothing too crazy in there. Just says 28 nm process is mass produced (I assume that's talking about without American parts, probably all domestic). 14 nm will be ready next year for Huawei? High end 5G is hard to achieve next year, But they should be able to do a low to medium end 5G phone by Q3 of next year.
Sir we know the king will return with 7 series Kirin 14nm 3D chiplet, the performance level is equivalent to 7nm chip, with TSMC 3nm launching next year the goal post had been move as the gap remained at 2 generation between them and Apple. What interest me is the return of the 8 series Kirin 7nm chip that @olalavn posted previously (again Sir you nailed it
), I don't know the performance level or IF its a 7nm 3d chiplet ( definitely must be better than TSMC 7nm chip cause IF not why bother launching it) BUT either way the long awaited return is confirmed and I for one will be celebrating by buying one of their products.- Status