There is no sign of that happening any time soon. Remember Chinese gov reduced import tariff to zero on semiconductor equipments，and setup a fast customs clearance channel for semiconductor companies to import equipments. That is the sign of facilitating import foreign equipment，not restricting it.
Chinese semiconductor industry
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There is no sign of that happening any time soon. Remember Chinese gov reduced import tariff to zero on semiconductor equipments，and setup a fast customs clearance channel for semiconductor companies to import equipments. That is the sign of facilitating import foreign equipment，not restricting it.
And they mocked red army (and PLA) for having political comissars
well, we will find out. Chinese govt can be really accommodating now to make it easier for equipment to come in that they still can't produce in sufficient numbers domestically and then remove that later when domestic capacity is no longer an issue. It can certainly escalate the tech war if pushed to do so.
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Colonel
That's some complex electrical engineering kinds of stuff. They will probably require quite a number of circuit design engineers specializing in semiconductor devices with a bit of programming knowledge on the side. Hiring just a bunch of software engineers with little knowledge of circuit design definitely won't do. So it should be a mix of both.
Well, whatever the reason is, semiconductor manufacturing equipment imports to China are falling. With a 50% plunge from the US, so if AMAT sales to China grows that means the are circumvating by shifting production from the US to Asia.
Analog chips don't use digital signals only, they send and process analog signals with continuous voltage levels. One application of 7 nm analog would be super fast ADCs for high speed RF or optoelectronics.
You don't need them for 5G though to get the most out of 5G they're useful. 65 nm is enough.
It seems that AMAT recently got clearance from the US gov for their equipment export to China
AMAT 2023 Q2 Earnings Call Transcript
Brice Hill
Thanks, Gary. And Krish, on the China export controls, we see the same thing as our peers do. We'll be able to ship to some factories in the second half that were clarified recently.
Analog chips don't use advanced node as logic chips，but they still have to move to smaller node over time in order to improve performance.
在工艺机构方面，中芯国际今年的重点就是把原来的已有产品迭代，比如像嵌入式存储、高压、特殊存储类的产品从 40 纳米迭代至 28 纳米，BCD 产品从 90 纳米迭代至 65 纳米，提升原有产品的竞争力。其称，“如果保持在原有节点做，耐压要变得更高，功耗要变得更小，所以，原来公司最大宗的这些产品都要有新的平台推出。
In terms of process organization, SMIC’s focus this year is to iterate its existing products, such as embedded storage, high-voltage, and special storage products from 40nm to 28nm, and BCD products from 90nm to 65nm. , to enhance the competitiveness of original products. It said, "If we keep doing it at the original node, the withstand voltage will be higher and the power consumption will be smaller. Therefore, the company's largest products must be launched on new platforms.
They don't need to if the performance is sufficient for application. They can offer same product at new nodes, but whether there will be buyers depends on cost effectiveness.
Of course you need people with people with knowledge of not just coding but also high level knowledge of electric engineering and advanced mathematics.
But what really solidify an EDA company is their collaboration with fabs and mayor IC design houses.
Jita Semiconductor and Huada Jiutian strategically cooperate to accelerate the construction of vehicle-level characteristic process design service capabilities
Jita Semiconductor and Huada Jiutian signed a strategic cooperation agreement. The two parties will deepen cooperation through the " CIDM " vertical integration model, and carry out comprehensive cooperation around the development and verification of Foundry EDA tools, the R&D and adaptation of automotive-grade chip process platforms, and other fields , to help the strategic development of the domestic automotive-grade chip industry . Zhou Hua, general manager of Jita Semiconductor , and Yang Xiaodong, general manager of Huada Jiutian, signed the contract on behalf of both parties. Liu Weiping, chairman of Huada Jiutian, Dong Dawei, deputy secretary-general of the Science and Technology Committee of CEC Group and director of Huada Jiutian, Ma Yidi, deputy general manager of Huada Jiutian, Zhu Nengyong, deputy general manager, Wang Lifei, director of Jita Semiconductor Planning and Technology Division, and Nie Xiangyu, director of the general manager office Wait for the leaders to attend and witness.
For this cooperation, Jita Semiconductor invited Huada Jiutian to join the Lingang Automotive Semiconductor Innovation Consortium led by it. The two parties will take advantage of technical synergy to accelerate the deployment of Foundry EDA tools, accelerate the adaptation of manufacturing production lines, and accelerate demand traction and solutions . Implementation will provide support and guarantee for the sustainable and healthy development of China's domestic automotive-grade chip manufacturing industry, and improve the continuity, stability and competitiveness of the domestic automotive-grade semiconductor industry chain and supply chain.
For this cooperation, Jita Semiconductor invited Huada Jiutian to join the Lingang Automotive Semiconductor Innovation Consortium led by it. The two parties will take advantage of technical synergy to accelerate the deployment of Foundry EDA tools, accelerate the adaptation of manufacturing production lines, and accelerate demand traction and solutions . Implementation will provide support and guarantee for the sustainable and healthy development of China's domestic automotive-grade chip manufacturing industry, and improve the continuity, stability and competitiveness of the domestic automotive-grade semiconductor industry chain and supply chain.
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