Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
It has been cut off，it's just that it happened alot earlier
People talk a lot about possible China retaliation by restricting supplies of rare earths. But what people have not been talking about is that Russia and China could basically put the squeeze on the chip factories by restricting supplies of neon gas. A lot of countries stopped buying Russian neon, but the replacement has been Chinese neon.
On the one hand, if China retaliates it would give more impetus to decoupling and even encourage Europe / other allies to join their crusade which is not beneficial to China. On the other hand, if China does nothing it emboldens US to pursue its aggressive measures further because it sees no consequences. There is no ideal choice.
I think the Chinese gov has calculated that it can weather the sanctions and it won't retaliate because it doesn't want to risk galvanizing the Western private sector against China the same way the US sanctions have galvanized the Chinese private sector to pursue self-sufficiency and domestic substitution.
I think the Chinese gov has calculated that it can weather the sanctions and it won't retaliate because it doesn't want to risk galvanizing the Western private sector against China the same way the US sanctions have galvanized the Chinese private sector to pursue self-sufficiency and domestic substitution.
there could be more invisible retaliations like SOE airlines refusing Boeing purchases while increasing purchases of agricultural products. Basically, signalling to the market that their resources are welcome, but not their tech.
Really though. The best retaliation is substituting US tech over time. Then continuing to subsidize your tech so American companies lose global share too. Immediate retaliation is not needed. The US lose over this is probably a trillion of dollars in opportunity cost.
Not to mention that Chinese regulators can basically block off any M&A by foreign semiconductor firms as it did to Qualcomm's acquisition of NXP Semiconductors in 2018.
IIRC, they are also major suppliers of silicon and PCB around the world. Generally speaking, I'm not a big fan of sanctioning areas where there are competition. You want to encourage other countries to not develop their own neon gas supply.
I suggested restricting rare earth to Japan for a different reason. Unlike Netherlands, Japan actually is quite dependent on Chinese raw material and supply chain. At the same time, certain sanctions on Japan could end up hurting other Japanese industries and helping out Chinese industries. So you are not doing it to just retaliate, but also helping other Chinese businesses that may compete with Japan. You also send a message to South Korea to not join in on anything. At a time when Japan is facing significant economic headwind and mounting debt, it's far more plausible for China to force Japan off its sanctions than it is with the Dutch.
Retaliations should never be levied for emotional reasons. There must be a desired end goal.
Well, that's what the rumored Chinese "CHIPS" act should be about right? Help subsidize your own fab construction and tool makers. And also subsidize your SOEs, critical infrastructure and government offices to purchase fully Chinese computers. Given that America has done its own chips act and these sanctions for national security reasons, China can totally make the same argument in WTO if it ever gets sued over similar practices.
As I mentioned a few days ago, there are already corporate policies that encourage people to buy Huawei (or at least non-iPhone) phones for national security reasons. These kind of news don't need to be made public. But I think over time, you will see iPhone and Samsung market share in China continue to shrink for national security reasons. The politicians that make these laws restricting Chinese tech companies never seem to consider the blowback. As long as China is 50% of world's semiconductor market, any sanctions against Chinese firms will probably end up being a really stupid idea.
More from YMTC, looks like they got another client in Xiaomi's mini computer.
Who is using their PC300 series SSD (this was designed for notebook, thin client, all in one, desktop, IoT and such)
It has max I/o of 3900 MB/s and highest consumption of 5W.
Doesn't look like the Xiaomi mini computer is using any other Chinese chips that's worth mentioning. Either way, if YMTC can continue to be sold on various products, then it looks like sanctions have not caused it to cut capacity.
Also Gloway(光威) came out with a new Pcle4.0 SSD. Didn't mention the maker, but I assume this is also YMTC produced since it's in the same Glory Ultimate line that came in October that was produced using YMTC's 128 layer technology.
This one increased write to 4700 MB/S and read to 5000 MB/s.
Who is using their PC300 series SSD (this was designed for notebook, thin client, all in one, desktop, IoT and such)
It has max I/o of 3900 MB/s and highest consumption of 5W.
Doesn't look like the Xiaomi mini computer is using any other Chinese chips that's worth mentioning. Either way, if YMTC can continue to be sold on various products, then it looks like sanctions have not caused it to cut capacity.
Also Gloway(光威) came out with a new Pcle4.0 SSD. Didn't mention the maker, but I assume this is also YMTC produced since it's in the same Glory Ultimate line that came in October that was produced using YMTC's 128 layer technology.
This one increased write to 4700 MB/S and read to 5000 MB/s.
Last edited:
China should just communicate to companies that the government will subsidize and insure (against sanctions) only the companies that use and help develop domestic equipment (except for the cases where there is no alternative). Some dumbass company still does not understand that the US is waging economic war against China and gets in trouble after yet another American supplier stops providing equipment? Well, tough luck, you have been warned and it is only your fault for being that dense - sell off your IP and property, if that's not enough, then declare bankruptcy and bye-bye.
I also think it would be fair to ban SOE & government employees from using American smartphones and laptops on national security grounds. The justification was provided by Snowden back in 2013 when he revealed PRISM and that every big American tech company was part of it.
I also think it would be fair to ban SOE & government employees from using American smartphones and laptops on national security grounds. The justification was provided by Snowden back in 2013 when he revealed PRISM and that every big American tech company was part of it.
Last edited:
- Status