Chinese semiconductor industry

caudaceus · Nov 7, 2022

gelgoog said:
built is at 28nm or above.

Above here means newer process (<28nm) or older?

mst · Nov 7, 2022

TSMC’s U.S. Engineers Are “Babies” Say Taiwanese After The Former Leave For America. After the Americans left Taiwan, locals shared their thoughts on social media, with a variety of viewpoints ranging from calling the engineers 'babies' to stating that they will now sell TSMC's secrets to Intel.

Please, Log in or Register to view URLs content!

resistance · Nov 7, 2022

european_guy said:
This is THE event of the week.

We will get a first realistic and reliable evaluation of the actual impact of US sanctions for 2023.

My opinion is that without banning also Japan and ASML, the impact will be limited in the short term, and will be overcome in the medium term. I only have some doubts about KLA replacement, but for AMAT and LAM research I think gap will be closed quite soon.

One point to keep in mind is that China for the time being does not need state-of-the-art equipment, but just 7/14nm and above equipment. This is not a small detail.

I think Japan will finally follows US. It's matter of when. US will give harsher threat or greater concession until Japan finally do as they wish

FairAndUnbiased · Nov 7, 2022

resistance said:
I think Japan will finally follows US. It's matter of when. US will give harsher threat or greater concession until Japan finally do as they wish

Japan was broken by their regime masters. Would not surprise me.

jim1980 · Nov 7, 2022

resistance said:
I think Japan will finally follows US. It's matter of when. US will give harsher threat or greater concession until Japan finally do as they wish

No point to speculate on that. World changes rapidly in 6 to 9 months, that's what Biden's official think that's earliest US can get agreement with Japan and/or Dutch.

World will be recession next year, so is the semiconducting industry. The only reason US can do right now with Ban chip is US economy held up relative well, but when US economy will be also in recession next year, I am not how much US can and will push its allies. Also in 6 to 9 months, presidential election cycle will be in full swing, I think economy will be more important factor in this debate.

tokenanalyst · Nov 7, 2022

mst said:
TSMC’s U.S. Engineers Are “Babies” Say Taiwanese After The Former Leave For America. After the Americans left Taiwan, locals shared their thoughts on social media, with a variety of viewpoints ranging from calling the engineers 'babies' to stating that they will now sell TSMC's secrets to Intel.
Please, Log in or Register to view URLs content!

This Pure-play foundries are basically high tech sweatshops and is a problem for the US because the people who can do the job are not qualified and those who are qualified may no want to work under those conditions. They will have to poach a lot of people in Asia.

jim1980 · Nov 7, 2022

mst said:
TSMC’s U.S. Engineers Are “Babies” Say Taiwanese After The Former Leave For America. After the Americans left Taiwan, locals shared their thoughts on social media, with a variety of viewpoints ranging from calling the engineers 'babies' to stating that they will now sell TSMC's secrets to Intel.
Please, Log in or Register to view URLs content!

I

tokenanalyst said:
This Pure-play foundries are basically high tech sweatshops and is a problem for the US because the people who can do the job are not qualified and those who are qualified may no want to work under those conditions. They will have to poach a lot of people in Asia.

I agree. I think the biggest challenge for onshoring US chip is how to get people in this foundry industry. In US, most STEM students (even in EE/Computer Engineering) want to work in software/data science area. Why everyone in US wants to work in cyclical industry with high risk of layoff, when they can get similar pay, better work balance, easier switching jobs in software/data science? And with Republican's motto "American first", importing large Asian engineers is nonstarter politic for them.

FairAndUnbiased · Nov 7, 2022

jim1980 said:
I

I agree. I think the biggest challenge for onshoring US chip is how to get people in this foundry industry. In US, most STEM students (even in EE/Computer Engineering) wants to work in software/data science area. Why everyone in US wants to work in cyclical industry with high risk of layoff, when they can get similar pay, better work balance, easier switching jobs in software/data science? And with Republican's motto "American first", importing large Asian engineering is nonstarter politic for them.

well, semiconductor foundry doesn't actually require all that many EEs. Mostly chemists/physicists, chemical engineers, materials scientists for degree holders, and a surprising amount of technical laborers. So, basically, people who have no choice to go into software.

Overbom · Nov 7, 2022

resistance said:
I think Japan will finally follows US. It's matter of when. US will give harsher threat or greater concession until Japan finally do as they wish

Maybe it will, maybe it won't. Wasn't Kishida begging for a meeting/summit with Xi? It seems that now this meeting is set to take place.

So lets see what it will be discussed there and what signals Japan will send afterwards

theorlonator · Nov 7, 2022

FairAndUnbiased said:
well, semiconductor foundry doesn't actually require all that many EEs. Mostly chemists/physicists, chemical engineers, materials scientists for degree holders, and a surprising amount of technical laborers. So, basically, people who have no choice to go into software.

What kind of engineers does it take to make the equipment? I would guess it's everyone, mechanical, chemicals electrical, etc.

Chinese semiconductor industry

caudaceus

Senior Member

mst

Junior Member

resistance

Junior Member

FairAndUnbiased

Brigadier

jim1980

Just Hatched

tokenanalyst

Brigadier

jim1980

Just Hatched

FairAndUnbiased

Brigadier

Overbom

Brigadier

theorlonator

Junior Member