Chinese semiconductor industry
- Thread starter Hendrik_2000
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Read this and laughed:
They did not merely assert that Lam Research and TEL produced photoresist, they said they monopolized photoresist chemical supply.
lolwut? Do they even...
| Manufacturer | Market share |
| JSR | 28% |
| Tokyo Onika | 21% |
| Rohm and Haas | 15% |
| Shin-Etsu Chemical | 13% |
| Fujifilm | 10% |
| Others | 13% |
I don't blame OPPO for their decision to withdraw 4nm SOC R&D. There will always be possibility that the US orders TSMC to cutoff OPPO，then all their money and resources spend on chip development will be wasted.
Yeah the article is nuts, but just checked SMIC's website, indeed it's no longer there. Or was it never there in the first place?
I remember from their quarterly reports that they put everything in 28 nm as (28 nm and FinFET)
It was on their website before，I saw it. Didn't notice when did SMIC take 14nm off
Some photos from Pres. Xi's visit to CETC. The source is Xinhua News Agency.
Also, here is a CCTV video clip covering this visit with a fascinating glimpse inside their labs. According to the director, 100% of their equipment is domestic now and the institute is entirely self-sufficient:
Also, here is a CCTV video clip covering this visit with a fascinating glimpse inside their labs. According to the director, 100% of their equipment is domestic now and the institute is entirely self-sufficient:
they used to have 14nm and then replaced it with Finfet (because you know, they produce 7nm now & don't want the world to know where they are at)
Frankly even if they get rid of Finfet there, it just means they are hiding things evne more
Can we not post these awful takes from Chinese social media?
They removed mention of sub 28nm process in order to deflect attention from itself. Also, why they no longer break down revenues for each of their JV companies
alright, I listened through SMIC's earnings call at @hvpc's suggestion. this is what i heard
Very important to note that SMIC still has a lot of work to do in the 28 to 90nm range. They need to develop different products, qualify for higher standards and increase capacity.
Also, important to note how changing supply chain in China is helping them and their existing suppliers are looking to move to more advanced processes to improve competitiveness. So, the SMIC & customer relationship in improving products and competitiveness is quite important.
I also find it interesting that newer players in supply chain are opting for SMIC products. I wonder if the existing players are non-Chinese companies and they are getting cut out. For example, before the OLED is produced by Koreans & now it's produced by BOE and they use domestic drivers. Or even domestic flat screens use to source foreign designed chips & now they source domestic designed chips.
Would partially explain the huge drop in semi import from Korea!
basically, good news across.
Very important to note that SMIC still has a lot of work to do in the 28 to 90nm range. They need to develop different products, qualify for higher standards and increase capacity.
Also, important to note how changing supply chain in China is helping them and their existing suppliers are looking to move to more advanced processes to improve competitiveness. So, the SMIC & customer relationship in improving products and competitiveness is quite important.
I also find it interesting that newer players in supply chain are opting for SMIC products. I wonder if the existing players are non-Chinese companies and they are getting cut out. For example, before the OLED is produced by Koreans & now it's produced by BOE and they use domestic drivers. Or even domestic flat screens use to source foreign designed chips & now they source domestic designed chips.
Would partially explain the huge drop in semi import from Korea!
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