Chinese semiconductor industry

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bettydice

Junior Member
Registered Member
If Huawei is selling, it’s only selling their flagship phones business not their entire phone business. China’s de-Americanised chip production lines are not going to reach parity with TSMC and Samsung in the foreseeable future, not in the next 10 years. So Huawei will have to discontinue its flagship models once its current stock of high-end chips run out. Selling the Mate/P name and the tech now is a good strategy. At least the development team can keep their jobs. Huawei can continue to make mid- and lower end phones with HarmonyOS.
If that's the case, it doesn't apply to just flagship lines. Huawei's latest flagship Mate and P series use 7nm and 5nm chipset, and their midrange Nova series also use 7nm. Without them, Huawei is left with only some low end models.
 

bettydice

Junior Member
Registered Member
Having an OS for cars and devices is nice, but it's not a replacement for an OS in mobile phones and desktop computers, especially if Google and Microsoft are going to be allowed to occupy this space. We've seen that control of this space allows the US to basically ban pretty much any software.

Huawei's smartphone brand isn't the issue, there are plenty of other Chinese OEMs with brands. Huawei's software ecosystem (HarmonyOS, AppGallery and HMS) is the issue-- that is the only area where China now has a fledging independent software infrastructure for phones and computers. This is pretty much the only good thing that came out of sanctions. They must hold onto that at all costs because without it, you are back at square 1 and you could get sanctioned by the US at any time.

Hopefully this is just a rumor and it's false.
Huawei's HiSilicon designed chipset such as Kirin too is important. China's other smartphone makers rely on Qualcomm's Snapdragon, Mediatek, and Samsung's Exynos.

I don't understand what you say. P and Mate are not OEM brands. Huawei isn't just an OEM with brands as it designs and sells their own retail products to consumers.
 

AssassinsMace

Lieutenant General
I am still not sure 100%, why Trump "hates" China so much, look like a personal matter .. did China ban Ivanka brand or any other Trump's businesses in China?


I can tell you why. He's a racist white supremacist plain and simple. I've seen him on TV since he became public in the US back in the 80s. The rhetoric he says about China today is verbatim everything he said about Japan back then. Today they say Trump has been right on China for over thirty years. Back in the 1980s China was insignificant to the world economy. They're just spinning what he said about Japan back then as what he says about China today since basically it means he got it wrong about Japan. On his last season of the non-celebrity edition of his reality show, The Apprentice, the final two contestants were a Korean male and a white female. The Korean guy was clearly better but Trump suddenly told the Korean guy at the end when he had to decide the winner, that this guy said some negative things about Trump off camera that Trump learned about so he's picking the white woman to win. Is there any connection to what Governor of Delaware, Larry Hogan, who's married to a South Korean woman said Trump straight out told him how didn't trust Koreans? Trump and his father have had a history of racial discrimination lawsuits filed against them for denying black people from renting apartments in their buildings. He calls all Mexicans, "rapists." When Trump believes the US needs no one but the world needs the US, he's saying white people need no one while every other race needs white people to which organizations like the Proud Boys and racist right-wing groups believe. If you've seen enough of his interviews, every now and then he strangely brings up out of nowhere how he use to think model Heidi Klum was hot and now he doesn't. He doesn't explain. Maybe it's because she married and therefore had sex with a black man... I think it pretty much spells out he's a white supremacist.
 
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SilentObserver

Junior Member
Registered Member
I can tell you why. He's a racist white supremacist plain and simple. I've seen him on TV since he became public in the US back in the 80s. The rhetoric he says about China today is verbatim everything he said about Japan back then. Today they say Trump has been right on China for over thirty years. Back in the 1980s China was insignificant to the world economy. They're just spinning what he said about Japan back then as what he says about China today since basically it means he got it wrong about Japan. On his last season of the non-celebrity edition of his reality show, The Apprentice, the final two contestants were a Korean male and a white female. The Korean guy was clearly better but Trump suddenly told the Korean guy at the end when he had to decide the winner, that this guy said some negative things about Trump off camera that Trump learned about so he's picking the white woman to win. Is there any connection to what Governor of Delaware, Larry Hogan, who's married to a South Korean woman said Trump straight out told him how didn't trust Koreans? Trump and his father have had a history of racial discrimination lawsuits filed against them for denying black people from renting apartments in their buildings. He calls all Mexicans, "rapists." When Trump believes the US needs no one but the world needs the US, he's saying white people need no one while every other race needs white people to which organizations like the Proud Boys and racist right-wing groups believe. If you've seen enough of his interviews, every now and then he strangely brings up out of nowhere how he use to think model Heidi Klum was hot and now he doesn't. He doesn't explain. Maybe it's because she married and therefore had sex with a black man... I think it pretty much spells out he's a white supremacist.
I remember some members pointed out that even brining up the concept of racism triggers something deeply emotional for them, some like to pretend it doesn't exist, nevertheless it's real.

There would be people that say otherwise, whether they are on the left or right of the political spectrum. To me, they just haven't experienced a broad enough spectrum of society. People just have different masks to apply just enough anesthesia to their audience to function in a politically correct Western world. In a private setting things are different. More likely than not, these people won't tell it to your face, especially if you fit into an a group they discriminate against (there are many personal examples I can think of). Some act passive aggressive and some mask it better.

Initiation into the proud boys involves saying "I'm a proud Western chauvinist and I refuse to apologize". When they were more underground, they branded "Western" as a certain set of values but deep down, many knew this wasn't the case at all nor did they want it this way. A few months ago, there was an effort to over throw that image of western values to being explicitly white supremist and anti-sematic. Again this "Western" term to some people is just an anesthesia to throw off the guard dogs of the politically correct environment and enable them to increase strategic space.
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I've heard some "white people" say they "don't trust Chinese" and these people also speak Mandarin. Some "Afro-centrists" blames China for Japan's atrocities as they think Japanese are just another variant of the Chinese. Now they might not say this directly to a Chinese person's face but it doesn't mean this sentiment isn't real. It is however also unfair and counter productive to paint everyone as racists. What I am trying to get at is the intellectual laziness of absolutists. There are people in the West who whole heartedly would like a win-win co-operation with China and there are also those that think anything short of supremacy is oppression. Society will have a whole spectrum of people and it would be impossible to align everyone but what's important is empowering those that would bring about a better outcome. In politics race isn't everything but it certainly isn't nothing.
 

coolieno99

Junior Member
English translation of Oldschool's post on Naura ALD:

Polaris PE series PEALD equipment is a flexible and reliable plasma-enhanced atomic layer deposition process platform designed for scientific research, enterprise R&D and large-scale automated production. This equipment is very suitable for scaling up from thin film deposition in the research and development stage to large-scale industrial production.   Different from ordinary CVD or PECVD principles, PEALD can deposit ultra-thin, high aspect ratio films. The Polaris PE series of PEALD equipment uses radio frequency to add precursors to the vacuum chamber step by step during the process cycle to achieve precise control of the film thickness. It can be used to deposit SiO2, SiNx, TiN, ALN and other thin films . Polaris PE series PEALD equipment can provide enough active sources through high-efficiency CCP plasma, and at the same time, reduce the damage of free ions to the substrate film. The unique gas path, cavity structure design, and corresponding process recipes have successfully achieved different The deposition thickness of the thin film is controllable; this equipment can be upgraded with more precursor sources and gas paths, high vacuum pumps, in-situ cleaning and other options; the specially designed intake structure solves the particle problem of the traditional chamber and makes it have Good cleanliness improves the electrical performance and yield of the product; the equipment system is easy to install and maintain, which greatly improves the cycle of installation and PM.
 

antiterror13

Brigadier
Assuming SMIC produces 3nm in 2026-227, that puts it about 4-5 years after TSMC (assuming TSMC mass 3nm happens in 2022).

Currently SMIC's N+2 is aiming for 2022 mass production, and TSMC's non EUV 7nm went to market in 2018.

My apologies for asking a simple question, I am not too familiar with increasingly harder terminologies. What are SMIC N+1 and N+2 7nm process? Does it mean the number of patterning ?
 

ansy1968

Brigadier
Registered Member
What you guys think the position of Intel and GF in the next 5 years, would they be behind SMIC ?
@antiterror13

From my personal point of view, without state support both will withered, SMIC had a purpose and that purpose is to become China national IC champion. While Intel and GF is just another FAB for the US to choose from and the American choose TSMC, the cream of the cream, why reward the incompetence where you can have the best.
 

NiuBiDaRen

Brigadier
Registered Member
Because coronavirus cost Trump the election.
Sorry for going off-topic, but it is very clear that without COVID, Trump would have ridden to victory to a second term quite easily. His popularity took a big hit from the elderly people demographic, who were disproportionately affected in that they were the ones dying most easily from COVID. No matter how popular Trump was, even the most fervent elderly Trump supporter would have given pause to see other elderly people dying from the mismanagement of the pandemic.
 
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Quickie

Colonel
Quite simple, like Pelosi said, they don't want their grandchildren living in a world ruled by Chinese.

Einstein said: “It would be a pity if these Chinese supplant all other races. For the likes of us the mere thought is unspeakably dreary.”



They say that, but in reality they also know nuclear war means they will die or end up living in an inhabitable world.

Basically they're trying to delay the inevitable of non-whites ruling from now on.

Did Einstein really say that?

So, Einstein was wrong on more things than I've thought.
 
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