Chinese semiconductor industry

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tokenanalyst

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NavInfo: Jiefa has achieved domestic substitution in the field of chip product segmentation​


Jiefa has achieved domestic substitution in the field of chip product segmentation. The company's infotainment navigation chips, MCU chips, audio power amplifier chips and tire pressure chips have all achieved localized high-quality replacements for related models of international brands.

NavInfo also pointed out that the company's infotainment and navigation chips ship millions of pieces each year, and the vehicle MCU chips ship tens of millions of pieces a year. Chain Excellent Innovation Achievement Award" is the best example of domestic substitution of the company's chips. Taking the company's recent car-grade MCU chip AC7802x as an example, it returned the chip in advance and successfully lit it at one time. In the future, it will further enrich the layout of Jiefa's MCU chips and expand the application of domestic MCUs in the field of automotive electronics. This nationally produced supply chain chip is another breakthrough for Jiefa to realize the "China Chip". In the future, the company will continue to actively invest in the research and development of new automotive electronic chips.

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havok:

Domestic ultra-precision laser interferometer applied to domestic 28nm DUVi. It can meet the complex relative position and attitude measurement requirements between the mask workpiece stage, silicon wafer double workpiece stage and projection objective lens, and ensure the overall overlay accuracy of the lithography machine
 
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tokenanalyst

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Big uptrend of Chinese universities bidding and buying domestic semiconductor manufacturing equipment. I tend not to posted becuase i think that doesn't count as a commercial sell but definitely shows a trend.

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not talking about small lab ones like this one.
1671906728078.png
Big industrial ones.
1671906908135.png

So that let me to guess that US companies in China are in borrow time to convince the US goverment because as Chinese future and current semiconductor process are redesigned, designed and co-optimized with domestic tools and non US tools would be difficult in the future for US companies to convice the Chinese companies to switch back.
 
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ZeEa5KPul

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tokenanalyst said:
So that let me to guess that US companies in China are in borrow time to convince the US goverment because as Chinese future and current semiconductor process are redesigned, designed and co-optimized with domestic tools and non US tools would be difficult in the future for US companies to convice the Chinese companies to switch back.
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I don't think I agree with how you frame this. Suppose that US toolmakers were able to convince their government to resume full sales to China, would that be a good thing? I'd argue that it would be a very bad thing since it would allow Chinese semiconductor fabs to fall back into their addiction.

As much as I dislike to admit it, the most effective part of Chinese industrial policy has been US export controls. The Chinese government could have issued policy after policy and intervened until it was blue in the face, but if better technology was available from the US then China would never develop its own. The export controls force the whole of the Chinese semiconductor ecosystem to work together to address their common vulnerabilities and shortcomings.
 
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