his entire post had 0 question marks in it. I only saw declarative statements.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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lmao... everyone knows China has started from zero since the epidemic came.. give them time from here to 2027... U.S is not confident enough to face "chip war" after 2024...
now they aren't confident enough, let alone 2024.
Yes sir By that time the Chinese had transform itself from a rag tag guerilla outfit to a modern army ready to take the fight to the Americans and 2025 will be the date of reckoning, I imagine it will be like the Huaihai campaign overwhelming the American from the matured node and outpricing them in leading edge.
@olalavn Sir you will like this from SMIC Ningbo with love.
6 minutes agoNew
First time I have seen a Huawei logo chip. Its a power management chip.
My guess is by the newly acquired SMIC ningbo which specialized in analog, power management.
First step to become IDM.
Oldschool
Junior Member
Registered Member6 minutes agoNew
First time I have seen a Huawei logo chip. Its a power management chip.
My guess is by the newly acquired SMIC ningbo which specialized in analog, power management.
First step to become IDM.
Equation
Lieutenant General
But Dell can't replace China's processed rare Earth elements that makes those chips and ALL of the electronic parts.
True. I guess they are going for complete high-tech supply chain decoupling then
Somewhat advanced MCUs for cars. Like in car entertainment systems. SoCs for TVs and lower end set top boxes. But I think a lot of these applications will move to 28nm in due time. TVs are moving towards higher resolutions and the H.265 and AV1 codecs are becoming more prevalent.
No. But it is a matter of what you can do right now. Also, outside of mobile the current advantage of 5nm and better is kind of limited. With good chip design you can do well enough with 7nm. For example Intel has been able to remain competitive despite a two node disadvantage by having asymmetrical cores on their CPUs similar to ARM big.LITTLE.
The low end chips often have much lower margins. But there are exceptions. For example Texas Instruments has consistently high margins despite making chips with comparatively obsolete technology. It depends on the market segment you are in.
No one knows what will happen after 1nm. This is the first time the sector has not had a clear roadmap that far ahead. So who knows.
Intel dabbled in EUV initially but then they gave up on it. They focused on highly complex multiple-patterning schemes with DUV that no one else uses. And they failed hard at getting this to work. They wanted to skimp out on tool expenses and it bit them. Globalfoundries is stuck at 14nm for much of the same reasons. The extremely high cost of EUV tools means they are out of reach for a lot of businesses.
I think AI is overrated. I am much more concerned with the introduction of GAA transistors which are claimed to have 50% less power consumption and be radiation resistant. Learning applications can be done in the back end in large facilities. And any AI applications in the field will use static databases and algorithms with much simpler to implement hardware.
They have no viable alternative so what do they want them to do. I do think the industry should have made a fund to work on Chinese tools but they have limited capital so the government has to do this.
The government invested quite a lot on the tools sector so this is not true. You could argue they should have invested even more but that is besides the point.
You are taking this Western news release way too seriously. China has been heavily investing in EDA for a couple of years already.
POWER8 uses 22nm SOI process. It is not quite the same as bulk silicon.
Between the desktop apocalypse now that the lockdowns are over, and the server apocalypse now that large consumers of servers like Amazon are moving towards designing their own chips and systems, plus the move towards cloud services, either Dell focuses on laptops or they are dead meat.
- Is probably is going to be expensive to Dell. But they could pass the cost to their consumers.
-That "diversification" thing is not news, in 2014 every single news pundit was talking to move the supply chains to outside China and that when nowhere because as manufacturing started to move out the Chinese dropped their prices to be even more attractive.
-Dell is the second PC seller in China, wouldn't be funny that Chinese pass a law demanding that all PCs, laptops, smartphones, etc sold in China use a least 50% Chinese made chips or more. "be careful what your wish for", they either drop out of the Chinese market or divide their supply chain in two and absorb the cost.
-That "diversification" thing is not news, in 2014 every single news pundit was talking to move the supply chains to outside China and that when nowhere because as manufacturing started to move out the Chinese dropped their prices to be even more attractive.
-Dell is the second PC seller in China, wouldn't be funny that Chinese pass a law demanding that all PCs, laptops, smartphones, etc sold in China use a least 50% Chinese made chips or more. "be careful what your wish for", they either drop out of the Chinese market or divide their supply chain in two and absorb the cost.
They don't really buy a lot of Mainland Chinese chips, disarm any Dell product and most of their Chips are from Taiwan probably more than 80% made in Taiwan. Most of the chips made in Mainland China are for internal consumption, including the ones made by foreign companies. Probably one or two are really made in Mainland China. So if they are going to diversify is going to be from Taiwan and mainstream media don't have de balls to said it.
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