Chinese semiconductor industry

tonyget said:

Latest bidding info：11 winning bids goes to US firms


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God...why?

theorlonator said:

God...why?

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Hanjian in decision making roles?

CMP said:

Hanjian in decision making roles?

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I really wonder if some of the SE Asian subsidiaries of these American companies are facilitating sanctions evasion, or whether it's an intentional loophole. I really don't know.

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.

gelgoog said:

Most fabs being built in China are 28nm or below that. In fact most aren't 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.

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Lack of clients? Phytium S5000 and Kunpeng 920a will be announced soon. SMIC FinFET.

PopularScience said:

Lack of clients? Phytium S5000 and Kunpeng 920a will be announced soon. SMIC FinFET.

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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.

gelgoog said:

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.

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I think they still can if they didn't get hit with FDPR.

CMP said:

Hanjian in decision making roles?

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Do you have any proof to support this accusation? Do you know whether the domestic suppliers have the abilities and capabilities to meet the demands in the bid?

We need to keep political rhetorics out of this thread.

I think it is pretty obvious the Chinese government needs to do more to tilt the field in favor of Chinese tool vendors. That is for sure. And the Chinese foundries need to figure out how to do bulk purchases to stimulate Chinese vendors.

gelgoog said:

I think it is pretty obvious the Chinese government needs to do more to tilt the field in favor of Chinese tool vendors. That is for sure. And the Chinese foundries need to figure out how to do bulk purchases to stimulate Chinese vendors.

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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