Chinese semiconductor industry

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olalavn

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Changhong's self-developed world's first RISC-V architecture MCU motor control chip is put into use

Changhong announced that the company has successfully developed the world's first MCU motor control chip based on the RISC-V architecture 40nm-eFlash process with independent intellectual property rights, and it has been installed and applied in refrigerators, air conditioners and other home appliances. In the future, it will continue to apply to home appliances, energy management, Expansion in automotive electronics and other fields.

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tphuang

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gelgoog said:
TSMC at its peak when they still fabbed for Huawei had a lot more than 6% income from China. And a lot of those chips are going to foreign design houses which end up in electronics made in China anyway.
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exactly, TSMC is more dependent on China than most. If Nvidia & Qualcomm get blacklisted in China, TSMC is in big trouble.

But i think they are safe for a while. More immediately, ST, TI & Infineon would be in trouble, since China is massively increasing its mature chip production. SK Hynix is clearly suffering. Micron will suffer a lot more than that 10% shows.
 
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antiterror13

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tphuang said:
this is widely reported in China now
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just how cheap the SSD market is getting with domestically produced (YMTC produced) SSDs. Samsung can't compete and has to cut back production despite resisting that earlier.

I don't know how profitable YMTC can be at this price, but I think it's obvious they do have a cost advantage over the big 3 in 3D Nand production. I don't think we need to go through all the advantages they have, but it's there.

I'd be interested to see where their market share is this year. It was close to 7% in 2022 IIRC. Assuming they produce close to 100k wpm (not guaranteed) with a smaller mix of 64-layer production than before while others are cutting back production, maybe they can get to double digit this year in market share. And when they are ready to start production at fab 2, they may be able to take more market share
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I notice Samsung SSD is significantly cheaper than a year ago
 
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