God...why?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Hanjian in decision making roles?
Most fabs being built in China are 28nm or below that. In fact most are not above 55nm.
The US sanctions basically do not apply to these companies. At least not yet.
SMIC had plans to ramp up FinFET capacity. But lack of clients and possible future US sanctions made them change their roadmap to build 28nm instead.
The US sanctions basically do not apply to these companies. At least not yet.
SMIC had plans to ramp up FinFET capacity. But lack of clients and possible future US sanctions made them change their roadmap to build 28nm instead.
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Lack of clients? Phytium S5000 and Kunpeng 920a will be announced soon. SMIC FinFET.
It is a shame those clients did not order there before they were sanctioned and in turn getting SMIC sanctioned. They were perfectly fine ordering from TSMC in Nanjing or even in Taiwan.
I think they still can if they didn't get hit with FDPR.
Tariffs? I really think tariffs here would work as long as they are carefully set, taking into account domestic tool companies tech level and production capacity.
It wouldn't break WTO rules because they would apply for everyone, not only US companies.
However the tariffs shouldn't be too high. They should give imported tools a sufficient handicap to allow domestic companies to compete, but not to such a level that it would cripple foreign tools competitiveness
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