Still using foreign chips tho.
Chinese semiconductor industry
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Jingsheng Electromechanical: The net profit attributable to the parent in the first quarter is expected to increase by 80.86%-103.47% year-on-year
Jiweiwang news, on April 14, Jingsheng Electromechanical announced that it is expected that the net profit attributable to the parent in the first quarter will be 800 million to 900 million yuan, a year-on-year increase of 80.86% to 103.47%. In the first quarter, it is estimated that the impact of non-recurring gains and losses on net profit will be about 12 million yuan.
Jingsheng Electromechanical pointed out that during the reporting period, the company accelerated the expansion of production and quality improvement of advanced materials such as quartz crucibles and diamond wires, and achieved a significant increase in operating performance year-on-year.
Under the industry trend of accelerating the localization of semiconductor equipment, Jingsheng Electromechanical seized the opportunity to achieve a rapid growth in semiconductor equipment orders year-on-year; actively developed photovoltaic innovative equipment, further improved the quality of technical services, and strengthened the core competitiveness of the photovoltaic high-end equipment market; Accelerated the expansion of advanced materials such as high-purity quartz crucibles and new-generation diamond wires, so the operating performance increased rapidly year-on-year.
So regarding western news and information on the Chinese semiconductor industry, why does it seem like the MMS, experts or even the top level politicians seem to have no idea what going on? There's probably dozens of articles a week, various experts giving interviews/podcasts/writing articles and so much focus on the semiconductor industry and they miss out on some very public information.
One example would be SMIC's 7nm process. SMIC themselves have said publicly that 7nm is achievable and in their roadmap said that they would make a 7nm chip in 2020/2021, all this public info since 2018. And it wasn't totally lost in western media, there was a bunch of Seeking Alpha articles about SMIC's N+2 years before 2022. And yet there was this big explosion of news once Techinsights actually confirmed that SMIC managed to fab a 7nm transistor. Western media was so shocked, dozens upon dozens of articles.
Even the experts didn't see it coming. Hell, even the highest level of government in Washington seemed to have been blindsighted, judging by some of their comments. Probably not a coincidence that weeks after the Techinsights article about SMIC's 7nm was out, America set out on sanctions on DUVi machines and more sanctions on high and medium end semiconductors.
2nd example would be EUV. If you search for China's progress on EUV, you will find many articles that just state how impossible it would be for China to develop their EUV machine, how complex ASML's EUV is, the tin droplets, mirrors/lenses that china can't make in a million years and maybe some minor progress updates like Huawei's recent EUV patents. There's a few articles that even state that SMEE will be the ones developing EUV, which is false. Not much more info after that.
And then there's SSMB EUV. There's zero. Literally zero(0), no news, or clickbait youtube videos on China's SSMB project. Not even a single Seeking Alpha article about it. It's not a big secret, Tsinghua university has a English page on their website will all the info that you need, they worked with western scientist on the concept before, this site can't seem to stop talking about it, there's chinese studies/papers on nature on SSMB EUV, there's news on weibo about it. Hell the thing already started construction and nobody in the West seems to know about it. At this rate, the thing will be built and pumping out chips for a year before anyone in the West finds out.
Really makes you wonder how much this "experts" know about the chinese semiconductor news, what kind of research they're doing. What are the Journalist doing? You would think that someone would love to break open the floodgates on this new potential national security threat, maybe make some big clickbait youtube video about it.
The real question is how much do American politicians and intelligence agencies really know about the cutting edge in the chinese semiconductor space? Surely they must have some idea, more than us, but again, their reaction to SMIC's N+2 seems like they got blindsighted and I really don't see people like DeSantis not writing some long tweet or blog about "China's race to EUV and why you should be super scared of it and why it will destroy America and freedom" if they knew anything about it.
One example would be SMIC's 7nm process. SMIC themselves have said publicly that 7nm is achievable and in their roadmap said that they would make a 7nm chip in 2020/2021, all this public info since 2018. And it wasn't totally lost in western media, there was a bunch of Seeking Alpha articles about SMIC's N+2 years before 2022. And yet there was this big explosion of news once Techinsights actually confirmed that SMIC managed to fab a 7nm transistor. Western media was so shocked, dozens upon dozens of articles.
Even the experts didn't see it coming. Hell, even the highest level of government in Washington seemed to have been blindsighted, judging by some of their comments. Probably not a coincidence that weeks after the Techinsights article about SMIC's 7nm was out, America set out on sanctions on DUVi machines and more sanctions on high and medium end semiconductors.
2nd example would be EUV. If you search for China's progress on EUV, you will find many articles that just state how impossible it would be for China to develop their EUV machine, how complex ASML's EUV is, the tin droplets, mirrors/lenses that china can't make in a million years and maybe some minor progress updates like Huawei's recent EUV patents. There's a few articles that even state that SMEE will be the ones developing EUV, which is false. Not much more info after that.
And then there's SSMB EUV. There's zero. Literally zero(0), no news, or clickbait youtube videos on China's SSMB project. Not even a single Seeking Alpha article about it. It's not a big secret, Tsinghua university has a English page on their website will all the info that you need, they worked with western scientist on the concept before, this site can't seem to stop talking about it, there's chinese studies/papers on nature on SSMB EUV, there's news on weibo about it. Hell the thing already started construction and nobody in the West seems to know about it. At this rate, the thing will be built and pumping out chips for a year before anyone in the West finds out.
Really makes you wonder how much this "experts" know about the chinese semiconductor news, what kind of research they're doing. What are the Journalist doing? You would think that someone would love to break open the floodgates on this new potential national security threat, maybe make some big clickbait youtube video about it.
The real question is how much do American politicians and intelligence agencies really know about the cutting edge in the chinese semiconductor space? Surely they must have some idea, more than us, but again, their reaction to SMIC's N+2 seems like they got blindsighted and I really don't see people like DeSantis not writing some long tweet or blog about "China's race to EUV and why you should be super scared of it and why it will destroy America and freedom" if they knew anything about it.
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There is a massive information deficit regarding China and information that is published in Chinese compared to say Chinese people being able to read and listen to english media.
Personally i think they don't wan't to talk about SSMB EUV is because they can't really sanction it with export restrictions. Its also not proven technology yet like ASML EUV machine are. Imaging how markets would move when it becomes clear that high end nodes are within reach for China and nothing can be done to stop it.
Personally i think they don't wan't to talk about SSMB EUV is because they can't really sanction it with export restrictions. Its also not proven technology yet like ASML EUV machine are. Imaging how markets would move when it becomes clear that high end nodes are within reach for China and nothing can be done to stop it.
Blitzo has a good summary on the gap in knowledge and facts from half a year ago.
Machine translation makes language not as much as an issue as it was 10 years ago. And while your 2nd point makes sense about politicians and intelligence agencies, it isn't stopping somebody from writing some article or doing a video about it. Would probably get tons of views. It's not like there's dozens of fake or borderline fake news chinese watching youtube videos a day already.
The weird thing is that there's some information on some really obscure chinese stuff that gets articles written about them. Like just the other day, I saw some English articles about some tiny little chinese 3D printing startup, said startup is less than 3 years old and hasn't sold any major product yet, and yet at least >2 people decided that they needed to write about them, and not the latest developments in China's EUV project.
Our best asset and defense the Chinese language, for the Collective West politicians and intelligences agency learning the language is beneath them the reason they want instant gratification and they want a easy way out so they visited SDF for info.
That can't be the only reason. Like I said, there have been way way more obscure or lesser known Chinese companies/startups, projects or news that have received more coverage than China's progress on EUV. There are western china watchers that literally look though thousands of satellite photos to catch interesting developments happening in China. Almost feels like there's some kind of unwritten rule in the news industry to supress any news on China's progress on EUV. But that won't stop most blatant clickbait youtubers.Our best asset and defense the Chinese language, for the Collective West politicians and intelligences agency learning the language is beneath them the reason they want instant gratification and they want a easy way out so they visited SDF for info.
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