Chinese semiconductor industry

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Phead128

Phead128

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bzhong05 said:
Interestingly that most of the analysis I've read either boils down to China can't make lithography machines because it involves X number of countries worldwide and Y number of suppliers (this argument appears many, many times and the number of countries and suppliers just keep multiplying) or there is no lithography talent available in the country...
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They are just regurgitating info they heard from another so called "expert" who likely has a journalism or business background (i.e., clueless about China and semiconductors industry).

I'd trust ChatGPT over some rando.....I asked ChatGPT if China will be capable of independently developed EUV lithography (yes or no), and it said "YES", and this is despite being trained on 2/3 of Western English-language internet that is known to have an inherent anti-China bias. Imagine if it had access to Chinese internet, sources, scientific literature....
 
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KYli

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I think the drop is too steep to be merely due to the downturn. It would be interested how much Korean chips got replaced by domestic suppliers.
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Semiconductor shipments from South Korea to China saw a 35.7 per cent year-on-year drop in May, as trade in memory chips plunged 53.1 per cent owing to sluggish demand, according to the ministry.
 
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gelgoog

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I think it is a combination of factors creating a perfect storm. 1) implosion of the semiconductor market after COVID-19 lockdowns ended. 2) move of several electronics manufacturing facilities to Vietnam due to lower wages than in China. 3) remaining manufacturers in China switching to cater more to Chinese customers. 4) Chinese government mandate to increase amount of Chinese designed and made chips in government purchased electronics products. 5) NVIDIA switched from Samsung to TSMC. 6) Massive implosion in NAND price.
 
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paiemon

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tokenanalyst said:
So yes, China can develop their own lithography machines, the success of these machines will depend of market conditions rather than supposed China abilities, if they have a need they will find a way, is inevitable, the more pressure they have that faster they will develop. Of course at first this will create very roughed-unpolished machines but with the lack of a killer competitor like ASML will give any company time to interact and invest in polishing their products instead of abandon it (A positive feedback loop). Like I said it would be inevitable. Also I think given the size of China and its research capabilities, it could develop their own lithography supply chains on their own, in fact that is what they trying of doing right now. That country is an entire world on its own with a lot of research capabilities.
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Yea, I think the often missed point is China did develop lithography machines, they just weren't suitable for HVM. If anything, those prior systems developed are more like prototypes and stepping stones to what they are trying to accomplish now which is truly create a commercial scale competitive product on the front-end.
 
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KYli

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I already posted in the world news thread but probably it is also related to Chinese semiconductor industry. Not sure why Micron mentioned Taiwan's Powertech as a supplier for the equipment.
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The investment will include buying packaging equipment from a Xian-based subsidiary of Taiwan's Powertech Technology Inc, which Micron has been using in the factory since 2016, the company said.

It will also open a new production line at the site to manufacture mobile DRAM, NAND and SSD products to strengthen the plant's packaging and testing capabilities.
 
PopularScience

PopularScience

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KYli said:
I already posted in the world news thread but probably it is also related to Chinese semiconductor industry. Not sure why Micron mentioned Taiwan's Powertech as a supplier for the equipment.
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The investment will include buying packaging equipment from a Xian-based subsidiary of Taiwan's Powertech Technology Inc, which Micron has been using in the factory since 2016, the company said.

It will also open a new production line at the site to manufacture mobile DRAM, NAND and SSD products to strengthen the plant's packaging and testing capabilities.
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Now Micron understand the more you employ Chinese the more you safe.
 
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Deleted member 24525

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bzhong05 said:
Interestingly that most of the analysis I've read either boils down to China can't make lithography machines because it involves X number of countries worldwide and Y number of suppliers (this argument appears many, many times and the number of countries and suppliers just keep multiplying) or there is no lithography talent available in the country...
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This is basically a gaslighting technique since the entire industry is totally controlled by literally 2 countries, the Netherlands and the US
olalavn said:
Applied Materials Inc is suing a Chinese rival it says took 14 months to steal its most valuable secrets, allegedly including an orchestrated staff poaching spree and the secret transfer of semiconductor equipment designs..

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Not stolen, finessed
 
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tokenanalyst

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Participating in the IMS International Microwave Exhibition for the tenth consecutive year, Xinhe Semiconductor released the 2023 version of the RF EDA solution​

Xinhe Semiconductor officially released the 2023 version of its RF EDA solution at the IEEE MTT International Microwave Exhibition opened in San Diego on June 13, 2023. Through differentiated chip-package-system EDA tools and mass-production-proven integrated passive device (IPD) IP, Xinhe Semiconductor has demonstrated its ability to significantly accelerate RF module and RF system design. This is also the tenth consecutive year that Xinhe Semiconductor has participated in this grand event in the RF and microwave industry.

The 2023 version of the RF EDA solution released this time includes the RF system-level design and simulation platform XDS, the on-chip passive modeling and simulation tool IRIS, and the passive device PDK modeling tool iModeler.

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