Chinese semiconductor industry

latenlazy said:

hpvc's point as I understand it is that by the time Chinese EUV enters production in such a timeline TSMC will probably be introducing 1 nm while China is at best *presumably* only still on 5 nm. I'm a bit skeptical of that kind of prognosis though, because what we're seeing with 3nm is that the development time got effectively delayed by a year, and because Apple is basically purchasing all of TSMC's 3 nm capacity for the next year (which btw implies yield limitations), anyone not named Apple won't be able to start getting 3 nm chips until 2024-25. That itself is effectively a 4-5 year cycle time going from 5 nm to 3 nm. TSMC has already started work on their 2 nm process but given delays to their 3 nm process I'm pretty skeptical that they won't see similar if not worse delays for moving onto their 2 nm process given the smaller feature size, more EUV multi-patterning, and new more complex transistor architectures needed, and that's if it even makes economic sense to try to maintain the fastest iteration speed possible given how small the customer base for 2 nm is likely to be given the ever increasing cost per node shrink.

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AssassinsMace said:

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I'm sure the American logic goes much like how they thought China would've surrendered to all US demands if denied computer chips. They think the price goes up on semiconductors, people will buy them anyway because they have no choice. Then when China starts producing competitive products, their whole hi-tech industry will collapse.

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AssassinsMace said:

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I'm sure the American logic goes much like how they thought China would've surrendered to all US demands if denied computer chips. They think the price goes up on semiconductors, people will buy them anyway because they have no choice. Then when China starts producing competitive products, their whole hi-tech industry will collapse.

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AssassinsMace said:

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I'm sure the American logic goes much like how they thought China would've surrendered to all US demands if denied computer chips. They think the price goes up on semiconductors, people will buy them anyway because they have no choice. Then when China starts producing competitive products, their whole hi-tech industry will collapse.

Click to expand...

Serb said:

China is already sufficient in nearly everything up to 14nm with only the lithography machine missing and probably 100% in 28nm with their own lithography machine which is in final testing.

That means they can only affect China's smartphone and quantum computing industry, the rest is already covered by China.

And smartphone and quantum computing industries are not nearly enough to make Chiha give up on their national interest just for that.

And I think that China has enough of their machines in reserves already probably for a few years until they develop their own solutions. That means that it can't be used as blackmail either.

I don't understand the reason why there is so much emphasis on those chip sanctions then. I think it has to do with more propaganda than practical reasons.

Western-owned media in the whole world, even in my country, overemphasize the importance of those sanctions for propaganda reasons, every other article covering China is on those semiconductor sanctions.

I think it's a CIA propaganda operation to present China as a technologically weak and backward country and to present themselves as "superior" despite it not being the case.

I think the semiconductor industry is the only high-tech industry where the West is stronger than China for now, hence why there is so much boasting from their side in the media.

However, just like 99 other high-tech industries when China already caught up with the West or surpassed them, it will be the case for semiconductors too.

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"When a Chinese company or a subsidiary goes and tries to buy a company that makes specific technology and holds specific intellectual property, that's a concern," she said.
...
The UK government said the country had a strong semiconductor sector and the technology would "continue to support the UK and global economy".

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The plant currently employs about 450 people. It was originally set up in 1982 by Inmos, a government backed venture and pioneer in U.K. semis manufacturing that initially made its own ICs but subsequently turned into a foundry with a 200mm fab and a current capacity of some 3200, 0.18 micrometre wafer starts a month. For a while, it was owned by Thorn-EMI, but then acquired by STMicroelectronics, which closed the plant in 1983.

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AssassinsMace said:

Please, Log in or Register to view URLs content!

I'm sure the American logic goes much like how they thought China would've surrendered to all US demands if denied computer chips. They think the price goes up on semiconductors, people will buy them anyway because they have no choice. Then when China starts producing competitive products, their whole hi-tech industry will collapse.

Click to expand...

Serb said:

China is already sufficient in nearly everything up to 14nm with only the lithography machine missing and probably 100% in 28nm with their own lithography machine which is in final testing.

That means they can only affect China's smartphone and quantum computing industry, the rest is already covered by China.

And smartphone and quantum computing industries are not nearly enough to make Chiha give up on their national interest just for that.

And I think that China has enough of their machines in reserves already probably for a few years until they develop their own solutions. That means that it can't be used as blackmail either.

I don't understand the reason why there is so much emphasis on those chip sanctions then. I think it has to do with more propaganda than practical reasons.

Western-owned media in the whole world, even in my country, overemphasize the importance of those sanctions for propaganda reasons, every other article covering China is on those semiconductor sanctions.

I think it's a CIA propaganda operation to present China as a technologically weak and backward country and to present themselves as "superior" despite it not being the case.

I think the semiconductor industry is the only high-tech industry where the West is stronger than China for now, hence why there is so much boasting from their side in the media.

However, just like 99 other high-tech industries when China already caught up with the West or surpassed them, it will be the case for semiconductors too.

Click to expand...