Chinese semiconductor industry

Status
Not open for further replies.

tonyget

Senior Member
Registered Member
Nice use of the strawman fallacy. Yeah the poster mentioned engines, not comac itself so don’t put words in peoples mouths or try to change the subject to save your argument. China is in technological war with the US. In many strategic aspects, they should be secretive. some private companies can be more secretive than others, so again back to the original argument, what’s your point?

Chinese high tech industry is operating on a market economy base,not some Soviet style planned economy. In a market economy,companies need to advertise their products and technology in order to attract customers and investors,that's how market works.
 

henrik

Senior Member
Registered Member
COMAC is a private company,they are much more susceptible to US sanctions than any Chinese semiconductor companies. Yet they are very proactive when it comes to publicity.
Each company and each industry is different. YMTC sells computer products that regular consumers would buy. But regular consumers wouldn't buy machines from SMEE. Why would SMEE need advertisement, when few companies would ever need to know their products?
The thing is that each company has its policies that are none of your business.
 

MortyandRick

Senior Member
Registered Member
Chinese high tech industry is operating on a market economy base,not some Soviet style planned economy. In a market economy,companies need to advertise their products and technology in order to attract customers and investors,that's how market works.
Wrong. One can be a market economy and still have strategic sectors for select clients that are not advertised. The US does it too, especially in their MIC And DARPA. besides there is a tech war currently and the market economy concept is thrown out the window, especially by the USA. So Unless you feel the US is not a market economy, that argument doesn’t hold water. btw, where’s my apology?
 

tokenanalyst

Brigadier
Registered Member
Give me any example,which Chinese industry become less transparent rather than more transparent,as the industry become more competitive and advance?
you know before the US goverment derailed the own companies for the sake of national security, back them when US semiconductors companies and some experts in the field still have some decision power in DC before this overpaid national security think tankers took over the decisions DC, they warned that without US tools Chinese fabs will become black boxes, that the US would lose control on who this fab sell this chips.
I think geopolitics tends to make things less transparent, looks the Chinese space program. Different grade of transparency, that is what it is. for publicly traded companies like Naura they need some transparency to entice investor. For private owned companies like SMEE, they would prefer to be less transparent, a lot private owned companies all over the world are not necessary very transparent. Overall will be up to the companies to decide their level of transparency according to their needs and situations to protect their overall supply chain from geopolitical crap, but in sum there could be some loss of transparency.
 

tokenanalyst

Brigadier
Registered Member
companies need to advertise their products and technology in order to attract customers and investors,that's how market works.
That do not means that they will not advertise their products, depending on the situation, that could mean that their will less upfront about the R&D, sells, future developments. A more if they are private owned. For example an EUV tool that will only be be used and codevelop for the moment for some Chinese companies could be a private arrangement between the companies that will be use the tool and the manufacturers. Different from ASML that have to entice new clients.
 

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
Alright, I would say none of this is really helpful discussion. Every company needs to make their own assessment of where they are at and disclose as appropriate. I'm not a fan of this discussion getting rehashed every couple of days. Just saying SMEE hasn't developed anything because its secretive (despite 02 project lead saying otherwise) is imo a needless provocation and not helpful to this thread. I think it's best that we all wait for further news.

Let's stop here @tonyget and anyone else that wants to respond to him.

COMAC is a private company,they are much more susceptible to US sanctions than any Chinese semiconductor companies. Yet they are very proactive when it comes to publicity.
Seems like you don't know anything about how airline industry works.
SMIC announced N+1,N+2 node before actual production,I guess they just disqualified as Chinese firm by you
and they went silent after the sanctions started.
Chinese high tech industry is operating on a market economy base,not some Soviet style planned economy. In a market economy,companies need to advertise their products and technology in order to attract customers and investors,that's how market works.
If they have a captive market, then they don't need to advertise anything. See SMIC as an example.

It could be YMTC that is doing this to Micron.

Please, Log in or Register to view URLs content!
not likely. the memory industry as a whole saw overcapacity and are now cutting production.
 
Status
Not open for further replies.
Top