Chinese semiconductor industry
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A couple of pieces of news on Alibaba T-Head (平头哥)
羽阵 611/612 (Yuzhen-611/612) will be unveiled on 15th in the IOTE 2022 in Shenzhen
I also read up an article on why T-Head will get spun off.
I had to look this up and saw this is true. Back in June of 2021, they had already sold over 2 billion of Xuantie CPUs. So, they gained another billion in 16 months.
羽阵 611/612 (Yuzhen-611/612) will be unveiled on 15th in the IOTE 2022 in Shenzhen
I also read up an article on why T-Head will get spun off.
I saw this part and had to do a double take. Did anyone know that Xuantie series of RISC-V CPUs (consist of a bunch of low power CPUs for different IOT applications) is the most common Chinese CPU being sold. Over 3 billion.
I had to look this up and saw this is true. Back in June of 2021, they had already sold over 2 billion of Xuantie CPUs. So, they gained another billion in 16 months.
And as we discussed previously, T-head also is teaming up with Apt to design RISC-V MCUs. So, Alibaba/T-Head is really pushing things in RISC-V direction.
This is the June paper that I talked about. Anything after this one.
ASML - Investor Day 2022
"We plan to increase our capacity to 90 Low-NA EUV and 600 DUV systems (2025-2026), while also ramping High-NA EUV capacity to 20 systems (2027-2028)"
"Intensified foundry competition could lead to period with overcapacity as players try to capture market share"
"Technological sovereignty and foundry competition create additional capacity resulting in ~10% inefficiency of the total wafer installed capacity by 2030"
"We plan to increase our capacity to 90 Low-NA EUV and 600 DUV systems (2025-2026), while also ramping High-NA EUV capacity to 20 systems (2027-2028)"
"Intensified foundry competition could lead to period with overcapacity as players try to capture market share"
"Technological sovereignty and foundry competition create additional capacity resulting in ~10% inefficiency of the total wafer installed capacity by 2030"
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Huh, it's also winter for everyone if he reads all article
The tweet itself add very little to the discussion, though the article does have parts of note, especially in regards to China's increasing focus on photonic and 5g chips. Other than that, it is the standard 'doom and gloom' about China's chip industry.
The guy's profile is just china bad all the time
What I take away from ASML's projected numbers is just how far SMEE and CETC (if as rumored) have to go in terms of scaling up their operations and those of their supply chain to meet domestic demand going forward. If we prorate the projected demand numbers by 20% (roughly China market share of shipments) and then prorate the portion of DUV higher (let's say 25%) due to no EUV that would mean China is expected to absorb upwards of 120 DUV systems a year and growing to satisfy market demand. With that in mind, based on what other posters have indicated it would make sense that SMIC and other companies will continue to tap ASML heavily for their advancement as long as its available since even if SMEE does produce in volume in 2023 (e.g., 20ish units rumored) those are likely to be spread out in terms of allocation.
He's also probably a Taiwan lobbyist.
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