Chinese semiconductor industry
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Swiss firm Annex Semi????
I don't think I have ever heard of them. I also searched a bit but I got no info on them. But the article says they are "a world's leading semiconductor company".
Moreover the registered capital is 150 million US dollars. You cannot do a lot with that sum.
Nobody else reported this news, although the company was supposedly established on October 19, more than one moth ago.
I have some doubts on this article...
they were bought out by Zurich Fund valued at 5 billion USD.
This ANNEX company is really a mystery!
Apparently they produce almost anything, from IGBT to Advanced AI Autonomous driving Chips...and even image sensors!!!
Their products don't have a model number and when they have, this is almost not found in any search, it is referred only on their site.
They have no revenue, no financial data although they have been in business since 2005!
But the fun starts with their locations!
Here we can see that headquarter is in Werner-von-Volkswagen- Straße 8, 802 Munich, Germany...this street does not exist! Instead exists Werner-von-Siemens-Straße in Munich...that is the headquarter of Siemens!
....but Siemens headquarter is at number 1 instead of 8....I can sense a Chinese hand behind this
I made a search on netcraft of their site
It seems Netblock Owner is Alibaba!!
Also the so called Zurich Fund is very dubious to me. I briefly looked at their site and it seems a made up site.
I think this site is a scum!
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Yeah it looked fishy to me as well. At best it is some kind of intermediary or investment vehicle to insulate corporate transactions between the client and the actual factory. I particularly liked this picture in their website.
Looks like a photoshopped AMD Ryzen CPU with something else scribbled on it. And notice the typos...
DIFFUESD IN GARMANY, UK
MADE IN JAPAN
Looks like a photoshopped AMD Ryzen CPU with something else scribbled on it. And notice the typos...
DIFFUESD IN GARMANY, UK
MADE IN JAPAN
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The solution of technology can give China new growth space. Now many people are complaining that the excessive fear and suppression of electronic games have seriously hindered the development of computer technology in China, which has led to the closure of a huge civilian market.
But it is still difficult to reverse this trend. There is no way to prevent Chinese families from sacrificing all their entertainment activities to devote all their resources to education.Because of age, many people still regard video games as "children's things", although adults will waste a lot of time and energy on playing cards, mahjong, square dancing and lottery tickets(may also add TikTok).
Although China recently introduced a new video card (MTT S80), which theoretically has a performance close to that of the 3060, there is almost no optimized driver.
Catching up with the technology gap will cost a lot, and we have to admit that this is a major mistake of industrial policy.
Another group of more extreme people think that what is worse than the technical barriers is the market blockade. Therefore, instead of spending a lot of costs to compete for the market, it is better to use force to solve the problem of "unable to buy"——although some people think that this overestimates the economic blockade capacity of the West.
Companies like Tencent and Netease are leaders in Chinese gaming, and should be allowed to flourish. Banning games is as stupid as their covid policies. For this year so far very few new games have been approved in China for tencent platform.
The latest from David P. Goldman on US semiconductor bans on China. Clearly, he is sick 'n' tired of the random and reckless bans and their impact on US technology companies. Much of his opinion we already know.
But there is also something interesting he mentioned in his article.
Like this:
But Japan’s Establishment is “sick and tired of the decoupling with China imposed by the US,” Nikkei Asia chief editor reported from the Trilateral Commission meeting in Tokyo last weekend. The Trilateral Commission has distilled elite corporate and diplomatic opinion in the fifty years of its existence. Nikkei’s Okumara wrote:
And this:
After some last-minute scrambling, the Commerce Department gave the Koreans a one-year reprieve on restrictions on China. Samsung is making the most of it, promising to deliver three-nanometer chips to China’s Baidu among other customers.
Samsung is the world’s number two chipmaker after TSMC and the leader in memory chips. Samsung will make “artificial intelligence chips used in cloud data centers for Baidu,” reported November 23.
Baidu, one of China’s top technology firms, told investors November 22 that it isn’t worried about US restrictions in any event.
...
But there is also something interesting he mentioned in his article.
Like this:
But Japan’s Establishment is “sick and tired of the decoupling with China imposed by the US,” Nikkei Asia chief editor reported from the Trilateral Commission meeting in Tokyo last weekend. The Trilateral Commission has distilled elite corporate and diplomatic opinion in the fifty years of its existence. Nikkei’s Okumara wrote:
And this:
After some last-minute scrambling, the Commerce Department gave the Koreans a one-year reprieve on restrictions on China. Samsung is making the most of it, promising to deliver three-nanometer chips to China’s Baidu among other customers.
Samsung is the world’s number two chipmaker after TSMC and the leader in memory chips. Samsung will make “artificial intelligence chips used in cloud data centers for Baidu,” reported November 23.
Baidu, one of China’s top technology firms, told investors November 22 that it isn’t worried about US restrictions in any event.
...
AFAIK this one-year reprieve refers to Samsung and TSMC fabs in China that still can buy US tools, but it does not mean Samsung can sell advanced foundry services for Chinese AI customers. Samsung in China has a Dram fab.
In the original article is written Samsung will be ready "from as early as 2024", so not clear what is going on here.
Here Baidu refers to current Kunlun chip that has performances below the specification threshold for the ban to enter in effect. Future, more powerful iterations of Kunlun chip is not clear if will be sanction-free and where will be manufactured.
The article is a kind of collage of different pieces of info, that belong to different contexts, that have been assembled in a somewhat optimistic way by the author. I would wait for confirmation before celebrating.
Of course, if would be confirmed that Samsung can manufacture advanced nodes for Baidu for the entire 2023, it is clear that (1) it would be a huge news, (2) Baidu would submit such a big order that the Kunlun chips out of Samsung would be enough for the next 10 years (3) also TSMC would have this possibility: there is no reason why Samsung yes and TSMC no.
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