Chinese semiconductor industry
- Thread starter Hendrik_2000
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I'm not impressed by A-SET，never took his stuff seriously. The only one I'm interested when I was posting at cjdby IT child forum，was havok，he works at SMEE，too bad don't know where he is now.
As said by others, I am also losing track of what companies the US is sanctioning. I could've sworn YMTC and SMEE were already sanctioned.
Nonetheless, if any Chinese company in the semiconductor industry still has any trace of US components in their supply chain, or US citizens in key positions, they should immediately seek alternatives.
Other high-tech strategic industries should also review their suppliers, and decouple from US companies.
Nonetheless, if any Chinese company in the semiconductor industry still has any trace of US components in their supply chain, or US citizens in key positions, they should immediately seek alternatives.
Other high-tech strategic industries should also review their suppliers, and decouple from US companies.
SMEE, YMTC should be happy it's on this "stupid" list...
Well, according to the articles some Chinese companies were also removed from the list. My comments applies to them as well; they can't expect things to go back to business as usual. They should use this reprieve to purge themselves of any American influence on their own terms, instead of waiting to get sanctioned again. Companies yet unaffected by this should also prepare.
Without knowing the specific circumstances that might simply be false. A lot of companies go private all the time for all sorts of reasons. Including not wanting to provide public disclosure of the inner workings of their operations. If they can easily get funding on their own, they might just decide to spare themselves the hassle of being public.
Current TTM (Trailing 12 months) revenues for Naura, AMEC, ACM Research, Hwatsing and Piotech are
13522 + 4078 + 2511 + 1394 + 1375 = 22880 milion CNY (3.28 bilion USD)
It means revenues increased 40% in the last 12 months!
This is huge, also because those companies are not new startups, but well established and mature firms since many years.
...but we are still far from US suppliers.
Here the 2021 revenues and share of China market on total revenues
AMAT $23.063B * 29% = $6,68 B
Lam Research $14.62B * 35% = $5,12 B
KLA $6.919B * 31% = $2,14 B
For a total of $14B, almost 4 times more than Chinese top manufacturers.
All three US toolmakers have announced revenue hits for 2023, but much lower compared to their current turnover...I'd think they have been too optimistic....their future in China is doomed. Within a couple of years it will be hard for them to sell anything new in China. Eventually their business will end up in just servicing and spare parts for current installed base.
OTH these very big numbers once again show us the appalling size of US origin equipment in China. China gave US the keys to be blackmailed and abused at will.
In hindsight is easy to spot the gross miscalculation that occurred here. US didn't change now, they have always been like this. The almost 2 decades at the cross of the century of relative market fairness and normal business relations were only temporary, supported by the idea that globalization would have been mostly in the interest of US. Once US realized it was not, they resolutely and unilaterally scrapped it.
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Alright, enough from you two on this topic. Yandong can have a fully domestic production line and other lines that are not fully domestic. None of your posts disprove that. It's not going anywhere. Please move on with the discussion.
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