Chinese semiconductor industry

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Topazchen

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Loongson's newer processors use 28nm and under nodes and Moore Threads use 12nm.

Those processors are made using American, Japanese and Dutch equipment. Therefore they cannot supply Huawei and are vulnerable to sanction.

Huawei cannot work with Longsoon or Moore Threads. Huawei cannot work with any well known domestic architecture. Huawei also cannot work with SMIC because that company's production lines use Dutch and Japanese equipment. What you need is the following: All Chinese equipment including lithography machines (Currently such production lines do not exist for mass production, as far as I know). All Chinese CPU architecture and IP (Must be manufactured on 90nm and lower). All Chinese software ecosystem to support it (Still in infancy, not sure if Chinese OS can take off). And you need it to be competitive in terms of performance. This day has been known and coming since 2020. The mountain is extremely high to climb. It can be climbed, but it will take a long time and the question is whether the will exists. It might be easier for China to pursue leapfrog technologies instead.
You are telling us that two companies on the entity list can't work with each other ?
 

tokenanalyst

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Huifeng Diamond and Zheng Research Institute of Harbin Institute of Technology accelerate the deployment of strategic cooperation to seize the "ultimate semiconductor"​


The current era of science and technology is constantly advancing, and the development of the new material industry has become an important deployment for rejuvenating the country and enterprises through science and technology. With the news that Japan has made a breakthrough in diamond "ultimate semiconductor", it has further stimulated our company's confidence and fighting spirit to accelerate the acquisition of "ultimate semiconductor". Since August 15, 2022, Henan Huifeng Diamond Co., Ltd., a wholly-owned subsidiary of Zhecheng Huifeng Diamond Technology Co., Ltd., signed the "Strategic Cooperation Agreement" with the Zhengzhou Research Institute of Harbin Institute of Technology. Since the successful establishment of a strategic partnership, further Integrating the superior resources of both parties has promoted the integration of the two parties' scientific and technological innovation, scientific and technological personnel training and other fields in the exchange and progress in the integration.

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tokenanalyst

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The chip industry media has counted the bidding situation of several chip foundries in China in December 2022, and found that in the bidding of chip equipment, domestic equipment accounted for 38%, which was more than four times higher than the 7.5% in 2019, highlighting that China's chip The progress of the equipment is rapid.

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I think the localization rate is maybe higher taking into account direct purchases.
 

tokenanalyst

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Ten billion yuan ultra-precision high-end manufacturing industrial base project officially started

The project covers an area of about 1,000 mu, and the total investment is expected to exceed 10 billion yuan. After reaching full capacity, it will realize an annual output value of about 31.5 billion yuan, a profit of about 3.6 billion yuan, and a tax revenue of about 2.2 billion yuan. This start-up activity marks the official implementation of the ultra-precision high-end manufacturing industrial base project. The industrial base will first start four projects, including high-end flight equipment industrialization projects, ultra-fine material manufacturing industrialization projects, high-performance copper alloys and precision components Industrialization projects and industrialization projects of high-purity rare earth metals and their sputtering targets.

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