Chinese semiconductor industry

Overlord said:

America is using huawei + plus russia script one by one so that it can contain atleast high tech sector of china. China should also need to focus on other high tech technology that might also get restricted. What's going to be on the list next ? Maybe parts for comac C919 aircraft or other aircraft parts or maybe high end industrial robots purchased from japan .

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Based on what I have read so far, the US has (or is rumored to) considered sanctions on biotech and even display panels (yes- you read that right).


Plus ongoing tariffs on solar panels and to a lesser (and indirect) extent EVs. Washington is getting desperate.

Kommersant claims China has banned the export of Loongson processors to Russia

european_guy said:

Exclusive: China readying $143 billion package for its chip firms in face of U.S. curbs​

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"Beijing plans to roll out what will be one of its biggest fiscal incentive packages over five years, mainly as subsidies and tax credits <...>
The majority of the financial assistance would be used to subsidize the purchases of domestic semiconductor equipment by Chinese firms,"

US is taking care of forcing US and (maybe) other foreign equipment out of the local market for sub 28nm nodes.....and China government is taking care of pushing full localization also for the remaining 28nm and above!

I read the message to Chinese fabs like: US does not want you to buy advanced sub 28nm tools. Now you will be discouraged to buy foreign machines even for the 28nm and above nodes.

Of course this makes totally sense. No point in allowing foreign toolmakers to sell only the equipment for which already exists local competition, but not the advanced ones. You can't have your cake and eat it too!

With all the disruption and geopolitical games that already happened up to today, local fabs should already understand this by themselves, but maybe government thinks is a good idea to give also this extra hint. Better safe than sorry.


EDIT: ach! @pecopls beat me on time!


BTW this article has been written by only one author, the local one. No supervisor. And indeed its quality is much above the standard for Reuters.

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@tokenanalyst is this the mobilization you were expecting? 143 billion USD equivalent of subsidies to tool manufacturing and fab construction is a really substantial number.

bzhong05 said:

Based on what I have read so far, the US has (or is rumored to) considered sanctions on biotech and even display panels (yes- you read that right).

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Plus ongoing tariffs on solar panels and to a lesser (and indirect) extent EVs. Washington is getting desperate.

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In biotech hardware is not so critical, maybe there is some genome sequencing machine, but China has already localized it 4 years ago


...the manufacturer is BGI, and by coincidence 2 years later ended up in entity list



Of course US can and will limit the possibilities of these companies to sell outside of China, but this is very different (and less damaging) than banning foreign equipment sell to China, as is happening in semiconductors.

IMO next products that could be banned with potential damaging effect are:

1. EDA software, not only for Gate-All-Around FET, but for the rest too.

2. CPU, not only for advanced supercomputers, but more widespread general purpose Intel and AMD CPU (of course this would be a devastation for Intel and AMD, and maybe this is the reason why has not been already done until now.

4. GPU and automotive AI. Currently only advanced data-center AI chips are banned. It will be extended to automotive autonomous driving AI chips too, because NEV is a field where China is going to dominate....and of course US will try to prevent it with some fair and honest competition....and may the best win

3. C919 engine and avionics, not a biggie IMO. China already buys Airbus instead of Boeing, this is not going to change. For US it would be a gift to Europe...so it won't happen. It is more probable that US will blackmail C919 engines in exchange for China to return to buy Boeing...

4. I'm not confident on display technology. This would skyrocket display prices and US would be the first to be affected. Moreover it would be a favor to Korea, again, is not the US style to make favors...eventually US could bargain with Korea to get ban on Korean semiconductor equipment....but I'd say display will not be banned, because US does not gain from it and actually would suffer such a ban.

5. Chinese semiconductor equipment manufacturers. They will be black listed for dead sure! I really hope they are already localizing their supplying chain because the question is only when, not if.

sheogorath said:

Kommersant claims China has banned the export of Loongson processors to Russia

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Smart move from China to avoid giving excuses to US for such a peanuts business. Moreover very probably Loongson production is already saturated by local market. So no reason to help US banning you.

sheogorath said:

Kommersant claims China has banned the export of Loongson processors to Russia

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Loongson exports have been banned altogether, no matter the country. They are considered dual-usage now and Chinese military has the priority.

european_guy said:

Smart move from China to avoid giving excuses to US for such a peanuts business. Moreover very probably Loongson production is already saturated by local market. So no reason to help US banning you.

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Lol, you'd think by now some would have figured out the US doesn't needs excuses to fuck with you. They are going to ban you, eventually because it makes sense in their heads as part of their strategy to put a brake on China's rise; the excuses they come up with to justify to the public are largely irrelevant and mostly bs.

You just keep trying to delay the inevitable.

sheogorath said:

Lol, you'd think by now some would have figured out the US doesn't needs excuses to fuck with you. They are going to ban you, eventually because it makes sense in their heads as part of their strategy to put a brake on China's rise; the excuses they come up with to justify to the public are largely irrelevant and mostly bs.

You just keep trying to delay the inevitable.

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Delaying is part of the solution.


Is not the same to be banned now, instead of 2 years ago, or in 2 years in the future.....

european_guy said:

Smart move from China to avoid giving excuses to US for such a peanuts business. Moreover very probably Loongson production is already saturated by local market. So no reason to help US banning you.

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I have doubt this article is serious but if they did it, they probably did it for you guys, the Europeans no the Americans.
The WTO lawsuit is not for the Americans mainly but also for the Europeans, If China wins the case as they should, you guys will be in corner, or either back the rule base order that the Euros appreciate so much or back the U.S.

WarAndPeace said:

Loongson chips are around 90nm. They are not state of the art. They are good enough for military purpose. Russia already makes 90nm chips. Importing Loongson chips is not a must for the Russian military industry.

MCST makes 90nm chips and that is a much older company compared to Loongson considering it was set up right after the Cold War.

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Even some Wikipedia research would have save you from that post.

sheogorath said:

Kommersant claims China has banned the export of Loongson processors to Russia

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This is the original Russian news

A Kommersant source in the electronics market confirmed that the Chinese government has banned the export of Loongson processors to all countries, including the Russian Federation, since this is an original decision of Chinese electronics: “The best chipsets in China are used in the military-industrial complex, this is the main reason why they are not available for foreign markets”.

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So it's nothing against Russia，it's a blank export ban for any country. I don't even know "military grade” Loongson chip can be bought publicly，even in China. The commercial version of Loongson chip is only available on final products like laptop，I don't know where you can buy just buy the chip