Chinese semiconductor industry

sunnymaxi said:

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China tops U.S. to take research crown at global chip conference​

China has submitted the most research papers accepted at a prestigious international academic conference focused on semiconductors, underscoring the country's growing presence in the field and bumping the U.S. into second place.

This is the first time China has taken the top spot in papers accepted by the International Solid-State Circuits Conference (ISSCC), which is considered the Olympics of the semiconductor sector. The annual event opens in February in San Francisco.

Universities and companies in China -- including Hong Kong and Macao -- submitted 59 papers, or 29.8% of all 198 research documents accepted by the ISSCC for the 2023 event. At the previous conference held this February, 29 papers from China were accepted, or 14.5% of the total.

The ISSCC accepted 40 papers from the U.S., dropping the country from first place this year to second. The U.S. share of all papers shrank to 20.2% from 35%.

South Korea ranked third and Taiwan fourth, while Japan and the Netherlands tied for fifth.

Universities in greater China are driving research into semiconductors. The University of Macau had 15 papers accepted, while Beijing's Tsinghua University and Peking University produced 13 and six papers, respectively.

But among corporations, Samsung Electronics led the way with eight papers, followed by Intel with six. Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, submitted only two papers accepted by the ISSCC.

Japanese researchers wrote 10 papers selected by the ISSCC, lifting the country's share to 5.1% from 3.5%. The Tokyo Institute of Technology produced four of them.

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If you look at papers published relative to China's population size, they are still under represented. They still need to boost research capacity.

sunnymaxi said:

https://twitter.com/i/web/status/1593705256009011202

wohooo ..

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I expect them to eventually bend to US pressure as it gets ramped up, but this is certainly more evidence of US unilateralism on this matter.

Blitzo said:

I expect them to eventually bend to US pressure as it gets ramped up, but this is certainly more evidence of US unilateralism on this matter.

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Why would they bend and listen to the Americans is my question.

If the Dutch decouples ASML from China, it loses two ways.

One, they exchange the bigger market China, for the smaller one America.

Two, over time Chinese competitors will eat away at ASML in a more aggressive fashion.

Then, there is a real question, what does the Dutch or ASML has to gain from decoupling from China?

After this Russian Ukraine war, and the gas prices fiasco for Europe, it is very unlikely those people will rush into these types of bans again any time soon.

Overclock those CPUs, they can warms their butts with that.

horse said:

Then, there is a real question, what does the Dutch or ASML has to gain from decoupling from China?

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Depends on what the CIA has on them.

But in all seriousness. Expect the hammer to be crashing down on anyone who is noncompliant once Huawei announces their chips are returning, which if the rumors are accurate then it may be soon (short term).

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henrik said:

If you look at papers published relative to China's population size, they are still under represented. They still need to boost research capacity.

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Papers per capita aren't a useful measure because not everyone participates in research. Paper citations per scientist is more representative and that's captured by the H index.

Blitzo said:

I expect them to eventually bend to US pressure as it gets ramped up, but this is certainly more evidence of US unilateralism on this matter.

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As much as I wish otherwise, I think planning with the expectations that the Dutch gov't with fold is the right strategy. However, I think a Dutch gov't that does fold will implement ban in a less crazy way than US sanctions. They will still allow servicing and allow some amount of grace period for back orders to get filled. And they still allow older DUVs to be sold with full support.

FriedButter said:

Depends on what the CIA has on them.

But in all seriousness. Expect the hammer to be crashing down on anyone who is noncompliant once Huawei announces their chips are returning, which if the rumors are accurate then it may be soon (short term).

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Well, that's why you see SMIC being this silent about their progress in advanced nodes. If "7nm" chip scared Washington politicians this much, just imagine when 4nm chip comes out. And it's probably a good thing for Huawei to keep denying it's return until last possible moment. It's probably a good time for the entire Chinese industries to be quiet about its progress. 10nm chips with anonymous chip maker is a lot less scary than SMIC produced 7nm chips. I think basically that's what all these new chips by Moore threads, Phytium and Loongson are. We likely won't hear the chip maker from these Chinese chip designer for a while and they might even say the process.

FriedButter said:

Depends on what the CIA has on them.

But in all seriousness. Expect the hammer to be crashing down on anyone who is noncompliant once Huawei announces their chips are returning, which if the rumors are accurate then it may be soon (short term).

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Bro here I share a contrarian view, IF Huawei DO officially announce its return, everybody in the industry will be embolden. THE reason as @horse my brother had posted, its ineffective. It need an event to pull the whole charade down, one is the incoming severe global economic crisis and the other The Symbolism of Huawei struggle, the American are not invisible and a private Chinese tech company is showing the way How to fight back.

FriedButter said:

Depends on what the CIA has on them.

But in all seriousness. Expect the hammer to be crashing down on anyone who is noncompliant once Huawei announces their chips are returning, which if the rumors are accurate then it may be soon (short term).

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although, Huawei wants to make it public... but they only do it in secret... they don't reveal too much about their chip process... U.S prides itself on being number 1... China is not real interest in it... except for companies that are being sanctioned, they are pretending to cry about sanction.... U.S thinks it's 28-14nm process...

olalavn said:

although, Huawei wants to make it public... but they only do it in secret... they don't reveal too much about their chip process... U.S prides itself on being number 1... China is not real interest in it... except for companies that are being sanctioned, they are pretending to cry about sanction.... U.S thinks it's 28-14nm process...

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Sir your opinion, Kirin 7 series 14nm 3d chiplet or Kirin 8 series 7nm Chip? IF its the latter then God Save America.