Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
broadsword
Brigadier
Basically, China must die until death.
IDK maybe the Koreans who may think the could get a win against their Chinese competitors are manipulating behind the scene, but who knows the hawks in D.C. are so out touch with reality the may ban soybeans because are being used to feed the pigs that may end up as meat food for the PLA.
I guess China is not lacking in FPD equipment and their FPD industry in that area has been growing for quite a while.
Equipment is not the bottleneck. I more worry about the OLED organic material from Japan.
Shipments of wet equipment reached a new high, breaking through the 3,000-cavity mark
The breeze is refreshing, and it is another year of good harvest. On November 16, 2022, Shengmei Shanghai ushered in an important milestone-the successful delivery of 3000 chambers of wet equipment! This is a historic moment for Shengmei Shanghai.
Wang Jian, general manager of Shengmei Semiconductor Equipment (Shanghai) Co., Ltd., said in his speech, "Currently, we have forged our own core competitiveness in R&D, production, manufacturing, etc., and have developed into one of the few semiconductor companies with international competitiveness in China. As an equipment supplier, its products have been recognized by many mainstream semiconductor manufacturers at home and abroad, and have gained a good market reputation."
He said: "Since the establishment of the company, it has started to focus on single-chip megasonic cleaning equipment, and has continuously expanded its product business according to market demand. Now it has formed a series of dedicated cleaning equipment for integrated circuits (including single-chip, tank-type, and single-chip tank-type combined cleaning. , backside cleaning, edge etching cleaning, scrubbing, etc.), front-end copper interconnection and advanced packaging electroplating equipment, advanced packaging wet-process equipment and vertical furnace tube equipment and other products, among which, the application coverage of cleaning equipment and above has exceeded 80% %, it is expected to exceed 90% in the future, and the market space covered by all products will reach nearly 8.5 billion US dollars. At the same time, Shengmei Shanghai will launch two new key process products to the market this year, and the comprehensive platform integrated circuit equipment group has begun to take shape. A The continuous development and expansion of an enterprise is inseparable from excellent talents. Our enterprise has always maintained vigorous vitality and combat effectiveness, because our team has selfless work enthusiasm, down-to-earth work style, flexible and broad vision, and strong independent innovation ability. .”
This rumored ban on display equipment is really baffling.
Differently from semiconductors, displays do not have any strategic value, they are not enablers for a wide array of downstream products. Actually they are a final product, a 100% consumer final product.
Moreover, differently from semiconductors, US does not have any important display producer.
According to @tinrobert article, LCD market share is 50.9% China, 31.6% Taiwan and 14.4% Korea. OLED market share is 82.8% Korea and 16.6% China.
So why hindering China on displays? To make display prices go up and make US consumers to pay more? To make a favor to Korea? US does not make favors.
Maybe in Washington they are so obsessed with China that they just ban out of blind rage, just to make China suffer. Maybe they want once again to convey the message: please stay away from US high-tech suppliers! IMHO the message is loud and clear already, but they want to repeat it one more time. You know, better safe than sorry.
Last edited:
Bro a perfect moment to post this article, Fait Accompli? You should fought hard to maintain the competitiveness and attractiveness of your Crown Jewel, now in a few years that shininess will darken and the former beauty will become a Virgin Barren old maiden.
and American pedophile want a younger beauty so off you go.....lolBUT Seriously this incentives are peanuts and will not help the current situation, the only solution is go to China and seek 合作, doing with Americans are 自杀. Finally the realization, the DPP and the entire Taiwanese semiconductor industry need to eat the humble pie and learn to sing 我爱中国 while they still have the time....lol
Taiwan approves tax exemption in fight for more chip investment
by
(Bloomberg) — Taiwan expanded tax breaks for companies investing in technology research and production in an effort to bolster the island’s semiconductor industry and maintain its leading position in the global chip supply chain.
Tech companies will now be able to reduce their income tax bill by a quarter if their spending on research and development reaches a specified level, according to amendments approved by Taiwan’s cabinet on Thursday. The measure also grants a 5% tax exemption to companies whose investment in advanced equipment reaches a specified level, and is intended to encourage them to spend on production and development in Taiwan.
Over the past year several countries have increased support for their domestic chip industries, pledging tens of billions of dollars in subsidies to companies that ramp up production in those markets and break away from China and Taiwan. Those promises have led to new factories being built or planned in the US, Japan and Europe, worrying some in Taiwan that its pre-eminent position in the semiconductor industry is under threat.
As geopolitical tensions between the US and China escalate, businesses are preparing contingency plans in case foreign companies are not able to operate in China or a military conflict erupts around Taiwan. Growing global concern about the concentration of chip production on the island has prompted more firms and nations to try to move production away from Taiwan or to local chip giant Taiwan Semiconductor Manufacturing Co.
Samsung Electronics Co said this week that the global technology industry is looking for alternative sources for advanced semiconductors in the face of growing political risks. and Apple Inc. CEO Tim Cook revealed in an internal meeting that the company is preparing to start sourcing chips from an under-construction plant in Arizona in the US, a major step towards reducing the company’s reliance on Asian production. Is.
However, Cook was likely referring to a factory that would be run by TSMC. The plant is slated for a 2024 opening and the company is already considering a second US facility, part of a broader push to increase chip production there.
To counter these moves away from the island, Taiwan’s government has been keen to attract and promote foreign investment in the domestic semiconductor industry. On Wednesday, President Tsai Ing-wen met with representatives from ASML Holding NV, a leading supplier of advanced chipmaking equipment. Citing the mayor of New Taipei City, CNA said the company plans to invest $30 billion in northern Taiwan.
The new tax concessions are aimed at helping that effort and strengthening Taiwan’s position in key industries, according to an Economic Affairs Ministry official who spoke at a briefing after the announcement.
Details of the new tax break were announced by the ministry, which said it was a response to new competition amid global supply chain restructuring and was critical to the future development of Taiwan’s industry. The proposal will be put to the legislature for a vote, with the government aiming to implement it from January next year and run until the end of 2029.
“Taiwan needs the world, and the world needs Taiwan even more,” cabinet spokesman Lo Ping-cheng told a briefing in Taipei after the announcement. “If Taiwan’s chip sector is better, it will be more beneficial to the world economy.”
Taiwan remains an important but vulnerable component of the global technology supply chain. Led by TSMC, the island currently manufactures more than 90% of the world’s most advanced chips used for military and corporate computing services. Apple, MediaTek Inc. and Qualcomm Inc., which control more than 85% of the global handset chip market, all rely on TSMC supplies.
Read the most from Bloomberg Businessweek
©2022 Bloomberg L.P.
Chip is the last thing that's make Taiwan still significant and not becoming nothing.Bro a perfect moment to post this article, Fait Accompli? You should fought hard to maintain the competitiveness and attractiveness of your Crown Jewel, now in a few years that shininess will darken and the former beauty will become a Virgin Barren old maiden.
BUT Seriously this incentives are peanuts and will not help the current situation, the only solution is go to China and seek 合作, doing with Americans are 自杀. Finally the realization, the DPP and the entire Taiwanese semiconductor industry need to eat the humble pie and learn to sing 我爱中国 while they still have the time....lol
Taiwan approves tax exemption in fight for more chip investment
by
(Bloomberg) — Taiwan expanded tax breaks for companies investing in technology research and production in an effort to bolster the island’s semiconductor industry and maintain its leading position in the global chip supply chain.
Tech companies will now be able to reduce their income tax bill by a quarter if their spending on research and development reaches a specified level, according to amendments approved by Taiwan’s cabinet on Thursday. The measure also grants a 5% tax exemption to companies whose investment in advanced equipment reaches a specified level, and is intended to encourage them to spend on production and development in Taiwan.
Over the past year several countries have increased support for their domestic chip industries, pledging tens of billions of dollars in subsidies to companies that ramp up production in those markets and break away from China and Taiwan. Those promises have led to new factories being built or planned in the US, Japan and Europe, worrying some in Taiwan that its pre-eminent position in the semiconductor industry is under threat.
As geopolitical tensions between the US and China escalate, businesses are preparing contingency plans in case foreign companies are not able to operate in China or a military conflict erupts around Taiwan. Growing global concern about the concentration of chip production on the island has prompted more firms and nations to try to move production away from Taiwan or to local chip giant Taiwan Semiconductor Manufacturing Co.
Samsung Electronics Co said this week that the global technology industry is looking for alternative sources for advanced semiconductors in the face of growing political risks. and Apple Inc. CEO Tim Cook revealed in an internal meeting that the company is preparing to start sourcing chips from an under-construction plant in Arizona in the US, a major step towards reducing the company’s reliance on Asian production. Is.
However, Cook was likely referring to a factory that would be run by TSMC. The plant is slated for a 2024 opening and the company is already considering a second US facility, part of a broader push to increase chip production there.
To counter these moves away from the island, Taiwan’s government has been keen to attract and promote foreign investment in the domestic semiconductor industry. On Wednesday, President Tsai Ing-wen met with representatives from ASML Holding NV, a leading supplier of advanced chipmaking equipment. Citing the mayor of New Taipei City, CNA said the company plans to invest $30 billion in northern Taiwan.
The new tax concessions are aimed at helping that effort and strengthening Taiwan’s position in key industries, according to an Economic Affairs Ministry official who spoke at a briefing after the announcement.
Details of the new tax break were announced by the ministry, which said it was a response to new competition amid global supply chain restructuring and was critical to the future development of Taiwan’s industry. The proposal will be put to the legislature for a vote, with the government aiming to implement it from January next year and run until the end of 2029.
“Taiwan needs the world, and the world needs Taiwan even more,” cabinet spokesman Lo Ping-cheng told a briefing in Taipei after the announcement. “If Taiwan’s chip sector is better, it will be more beneficial to the world economy.”
Taiwan remains an important but vulnerable component of the global technology supply chain. Led by TSMC, the island currently manufactures more than 90% of the world’s most advanced chips used for military and corporate computing services. Apple, MediaTek Inc. and Qualcomm Inc., which control more than 85% of the global handset chip market, all rely on TSMC supplies.
Read the most from Bloomberg Businessweek
©2022 Bloomberg L.P.
I predicted that Taiwan will lose chip leader after china get EUV or carbon based chip replace silicon ones.
It shouldn't be this way, Taiwan had a huge leverage, I mean they can say NO and see the American acquiescence, they can fought back hard and use the Chinese market as a bargaining tool, instead Miss Tsai pawned the family Jewel for what? So that She and Brandon can exchange views on how to raise dogs....lol
The problem with Taiwan is now everybody want to build his own ICs. The one without the local market will be the big loser.
- Status