Chinese semiconductor industry

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Hendrik_2000

Hendrik_2000

Lieutenant General
Orthan said:
Kinda of like when japan cut off chemicals supplies to south korea. Like china, south korea has also been making moves to cut dependence in foreign chip tech/materials, but even for them, its not easy.

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I don't think it is death knell because China has highly developed chemical industry and they will be able to replace those gasses and chemical in no time
 
localizer

localizer

Colonel
Registered Member
Hendrik_2000 said:
I don't think it is death knell because China has highly developed chemical industry and they will be able to replace those gasses and chemical in no time
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Wouldn't worry too much, lots of us high technical guys are simply waiting for travel restrictions to be lifted.

If there's money to be made, you can be sure there are diaspora who want to take the chance/opportunity.
 
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latenlazy

Brigadier
weig2000 said:
SMIC's 14nm capacity currently is underutilized, in contrast to its above 28nm capacity utilization (in the high 90's). The truth is that the vast majority of the chip demands in China are for 28nm and above. Huawei is probably the only Chinese company that has large volume needs for advanced nodes chips (=<7nm). Outside Huawei, other Chinese chip design companies have access to fabs for advanced nodes needs.

So the US sanctions are primarily felt by Huawei, and mainly for its smartphone division. The largest growing demands for chips in China in next five years are in cloud computing, data centers, EV, IoT, etc. All these don't need 7/5/3nm in the foreseeable future.

For the Chinese semiconductor industry, again, it's much more important to have a self-reliant supply chain in semiconductor manufacturing than claiming some latest and greatest advances in the cutting edge of chip manufacturing. That'll come when China has largely caught up and built indigenous capabilities in critical areas of the supply chain--right now the gaps are pretty large. It doesn't even have to be 100% complete or self-sufficient, because by then, the US will realize how self-defeating its sanction policies are and it would not want to miss the market opportunities in China any longer.
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Except China *does* also have cutting edge semiconductor design competences that will wither if they don’t find somewhere to make and commercialize their work. Developing self sufficiency in leading edge nodes does matter if they want to keep this part of their industry alive and competitive.
 
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weig2000

Captain
latenlazy said:
Except China *does* also have cutting edge semiconductor design competences that will wither if they don’t find somewhere to make and commercialize their work. Developing self sufficiency in leading edge nodes does matter if they want to keep this part of their industry alive and competitive.
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That is true, but it's rather limited, mostly in the smartphone sector. HiSilicon would be the most obvious example. Others such as UNISOC, ZTE still have access to TSMC or Samsung manufacturing. I can't think of any other cases where 7nm or under is absolutely necessary.

As I said, Huawei is affected, no doubt about it. Some of the HiSilicon people can move on to other Chinese chip design houses though.
 
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latenlazy

Brigadier
weig2000 said:
That is true, but it's rather limited, mostly in the smartphone sector. HiSilicon would be the most obvious example. Others such as UNISOC, ZTE still have access to TSMC or Samsung manufacturing. I can't think of any other cases where 7nm or under is absolutely necessary.

As I said, Huawei is affected, no doubt about it. Some of the HiSilicon people can move on to other Chinese chip design houses though.
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It may be “limited” in range of products but it’s quite expansive in terms of the quantity and margin of revenue it brings for the industry.
 
Annihilation98

Annihilation98

Junior Member
Registered Member
China will never moving forward if they dont produce their own semiconductor processing equipment.. I think USA is just far too advance too catch up and China know that...Lam research, applied materials, texas instruments, and asml is far too advance to copy
 
localizer

localizer

Colonel
Registered Member
Annihilation98 said:
China will never moving forward if they dont produce their own semiconductor processing equipment.. I think USA is just far too advance too catch up and China know that...Lam research, applied materials, texas instruments, and asml is far too advance to copy
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It's hard to say, I wonder which theory will predict China's future better:

The idea that GDP per capita = tech prowess.

Or Total GDP.

They say military is dependent on total GDP. Maybe China can close gaps in other sectors once GDP exceeds US? (late 2020's)
 
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