Chinese semiconductor industry

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european_guy

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tokenanalyst said:
There are relatively high competition barriers in the ion implanter industry for integrated circuits, and the industry concentration is relatively high. Overall, the entire market is dominated by American manufacturers. Applied Materials, Axcelis, and Advanced Ion Beam Technology (AIBT) together occupy 80% of the global market.
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Actually AIBT was founded in US but it seems to be from Taiwan now

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tokenanalyst said:
The annual production capacity reaches 30 units.
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Well, this is a pretty good number.
 
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gelgoog

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antiterror13 said:
Awesome, so the "banning and sanction" from the bully has no impact ? .. glad to see it
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Well it is not like they can take back the production line that YMTC already had. But the sanctions mean YMTC cannot easily scale its fab space and compete in the wider market. YMTC basically have a product better than everyone else at this point but if they cannot manufacture it at huge scale they cannot pay back the R&D costs to develop this easily.

This puts a nail on the coffin of the US claims Chinese semi companies cannot innovate though. YMTC's dual stack memory architecture is more advanced than their competitors in terms of bandwidth and now they have more density than them as well. The truth is US squashed HiSilicon and is trying to squash YMTC precisely because they are competitive against their own companies like Qualcomm (quasi-monopoly) and Micron (oligopoly).
 
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supersnoop

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gelgoog said:
Well it is not like they can take back the production line that YMTC already had. But the sanctions mean YMTC cannot easily scale its fab space and compete in the wider market. YMTC basically have a product better than everyone else at this point but if they cannot manufacture it at huge scale they cannot pay back the R&D costs to develop this easily.

This puts a nail on the coffin of the US claims Chinese semi companies cannot innovate though. YMTC's dual stack memory architecture is more advanced than their competitors in terms of bandwidth and now they have more density than them as well. The truth is US squashed HiSilicon and is trying to squash YMTC precisely because they are competitive against their own companies like Qualcomm (quasi-monopoly) and Micron (oligopoly).
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This is especially true for Qualcomm.
Despite Apple's near infinite resources (as far as companies go), they were not able to develop a viable integrated 5G modem.
As such, Apple has great CPU/GPU power, but no integrated modem.

Samsung managed to develop a 5G integrated modem, but their CPU was crap and crippled by their Samsung foundry use.

Qualcomm is by far the leader in SoC integrated with 5G modems and this is almost solely the result of the sanctions against Huawei who had a high performance 5G-integrated SoC back in 2019 with Kirin 990 integrated with Balong modem.

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Obviously the iPhone is still tops, so such a shortcoming is not a dealbreaker in any way, but shows that the engineering difficulty is not trivial.

Essentially Qualcomm has a state sponsored near-monopoly. This hurts consumers the most as Qualcomm is well-known to be a monopoly abuser.

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