Chinese semiconductor industry

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paiemon

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I hope this shuts you up

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I think the biggest declaration of confidence will be when Chinese SME companies actively market and sell to American firms and other multinationals. Not only will they meet the same prevailing international standards, but it shows they have nothing to hide and everything to gain by declaring their product offerings to be competitive with the rest. It would throw cold water on any US claims about military diversion, etc since the Chinese would be daring the US MIC to get their hands on it and try it out.
 

tokenanalyst

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SMIC is another example of decreasing transparency in the industry, nobody knew about their 7nm process and progress until someone messed up with a chip made by them. At the end of the day is very probably that they would make the process public but there is the case that they could also keep it a secret only offering to a few selected clients.
The sames goes for SMEE they could announced the dual wafer stage machines upgrades, their immersion tool, the new packaging tool. or they could not, they are private companies and they only respond to their owners and the goverment. There is another research project that SMEE is developing that very little people knows about and they already have some patents on it.
 

antiterror13

Brigadier
I think the biggest declaration of confidence will be when Chinese SME companies actively market and sell to American firms and other multinationals. Not only will they meet the same prevailing international standards, but it shows they have nothing to hide and everything to gain by declaring their product offerings to be competitive with the rest. It would throw cold water on any US claims about military diversion, etc since the Chinese would be daring the US MIC to get their hands on it and try it out.

Agreed, the time is not there yet. Closer and closer though, thats why the US administration is very nervous
 

gelgoog

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It could be YMTC that is doing this to Micron.
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The semiconductor sector bubble burst basically. A lot of people bought PCs because they had to work or study from home during COVID-19 quarantine. Now that the quarantine is being lifted worldwide PC sales are falling off a cliff. A lot of manufacturers already announced cuts in production and increase in prices. It is affecting a lot of chip sectors including memory.
 

canonicalsadhu

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Lead Micro successfully landed on the Science and Technology Innovation Board

Achieved a breakthrough in the key process of 28nm integrated circuit manufacturing (the deposition of high dielectric constant gate oxide material) by domestic ALD equipment.

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Financials of Lead Micro:
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From Q1-Q3, revenue is up 67% (385M) and R&D is up 47% (94M).
 

seemlay10

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After Apple cancelled the plan to use YMTC NAND chips, Samsung intentionally raised NAND price by 10%, mainly because Apple now wants to get NAND chips from Samsung, instead of YMTC.

Chinese government should force Samsung to lower the price again for the most of Chinese electronic companies.

Samsung's behavior is very unethical and opportunistic.

CXMT and YMTC should endeavour to beat the ugly Samsung.
 
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