Chinese semiconductor industry

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tphuang

tphuang

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first Micron, then SK and now Samsung
https://twitter.com/i/web/status/1651396603020996608

Memory chip makers are really feeling it. I'm not sure how well YMTC is doing. Probably not too hot at current prices. But if they can increase production and keep prices low, the big boys are really going to suffer.

Especially SK as a whole. they are going to really suffer with their exports to China.
 
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GiantPanda

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hvpc said:
while China semiconductor fabrication sector is growing, rest of the world is not stagnant either.

Japan’s ambition to establish 2nm production capability continues to chug along. If all goes well, they will have 2nm capability before China.
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so while we celebrate progress in China, just want to remind y’all to have a global perspective and not just flat out assume we are doing better than reality.
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Kind of a meaningless observation when the "rest of world" in this case is trying kneecap China. Of course, they are advancing. They made it a point to keep you from advancing.

The celebration is having a semicon industry that is not only surviving but is actually thriving in spite of embargo after ban after blacklist of company after company.
 
tphuang

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In China's 6th digital summit cloud ecological exhibition, there was display from China Telecom of "Yunxiao" cloud
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Particularly interesting is the 紫金山 server computer since it's fully domestic.

Can choose between Kunpeng, Phytium, Hygon & Loongson CPUs. Uses CXMT & YMTC memory chips as well as Kunlun XPU, domestic DPUs and such

there is also 天翼云电脑, a fully domestic computer
with 8-core Kunpeng 920, 16 GB memory & UOS OS
 
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pevade

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bzhong05 said:
What chemicals can Germany produce that China can't? Just curious since China is doing quite well in localization of chemicals/materials afaik.
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I'm interested too. News likes this is why the Chinese government needs to make a list of critical goods required in the semiconductor supply chain that comes from foreign countries and immediately work on substituting them with domestic ones.
 
sunnymaxi

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bzhong05 said:
What chemicals can Germany produce that China can't? Just curious since China is doing quite well in localization of chemicals/materials afaik.
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pevade said:
I'm interested too. News likes this is why the Chinese government needs to make a list of critical goods required in the semiconductor supply chain that comes from foreign countries and immediately work on substituting them with domestic ones.
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useless ban. LMAO

https://twitter.com/i/web/status/1651551652472582146

https://twitter.com/i/web/status/1651545736872448002
 
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tokenanalyst

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Then China should give Germany a favor and put "import controls" on the chemicals that they already produce their own to help the profits of their own companies, if German politicians complain, the Chinese goverment should response "But we a helping you with your "export controls" so you can satisfy your masters in D.C."
 
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