Chinese semiconductor industry
- Thread starter Hendrik_2000
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This is an article from February 2023, but it perfectly encapsulates the attitudes of a very influential section of the US power elites when it comes to China and technology. If guys like that had their own way, one shouldn't even sell food to China because food is consumed by the "evil" members of the Communist Party who are hell bent on ensuring that China eclipses the United States as the largest economy in the world et al... And food is what allows them to live...
Here is an excerpt from the article:
If the Biden administration is ready to take more action as it relates to Huawei, will the same soon follow for SMIC? What about CXMT, another Chinese chip bellwether, and one that seems to fly under the radar compared to SMIC and YMTC? Like Huawei, SMIC is Entity Listed, but the current restrictions clearly aren’t enough. Even with a potential partnership with Huawei aside, SMIC just had a banner year and is doubling down on the production of mature chips. This shows a strategic misstep on the part of the U.S. government to focus restrictions on leading edge chips – leaving the door open for companies like SMIC to redirect its focus and keep its quest for market dominance in sight.
Do not be surprised when the day comes that 1950s era nodes and semiconductor related manufacturing equipment is banned from sales to China, or at least shrill calls for that to happen and most Democrats and Republicans will be in agreement for it...
they don't have the capability to restrict China from anything worse than dry ArF capable nodes (90-65 nm) so they're welcome to try and cripple their own companies for nothing.
ASML banning will be the last one effective. A banning on materials, today would have a weaker and short-term effect. China is almost there, even with the photoresist. Some volume ramp up is still needed, but it's almost there.
Regarding ASML I'm afraid it will be a total ban because it is not a US company, so there is no lobbying activity for saving at least some Chinese market share, simply take ASML out of China is the best for US. Of course they don't care at all about an European company, nor it is expected they do. It is up to the European governments to defend their industry. But Dutch government succumbed fully, so ASML fate is written on the wall now.
China has almost all the puzzle pieces in place now, but SMEE....the next 1/2 years can be problematic for Chinese SME, without litho machines to install, also the other equipment will slow down.
Why are you posting old speculative articles? This does nothing to contribute to discussion on this forum
Have you read the sanctions they put on Russia and Belarus for buying semiconductors from Taiwan?
Taiwan bans exports of chips faster than 25MHz to Russia, Belarus
"That limitation alone would cut off Russia and Belarus from many microcontrollers and microprocessors that go into a variety of electronics. However, the island's restrictions also extend to chips with:- 5 gigaflops or higher performance
- An arithmetic logic unit of 32 bits or wider
- External interconnect speeds of 2.5 MB/s or higher
- More than 144 pins
- A basic gate propagation delay of less than 0.4 nanoseconds"
For example the foundry at Integral has these capabilities:
• 8’’ wafer production line (0.5-0.35μm design rule)
• 6’’ wafer production line (0.8-1.2 μm design rule)
• 4’’ wafer production line (1.2-3.0 μm design rule)
0.35um is the process used in the MIPS R10000 64-bit processor from 1996.
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Here is another article on this one
Pretty clear this is Huawei btw. Although if you are one of their competitors, you might also be trying this out given the possibilities of sanctions.
Also just pretty big news in general. I looked up a previous article on this. Seems like this will also work on 6G (according to Sai Micro). So, this should allow their phones to work on all the upcoming 5.5G and 6G upgrade over the next decade. Also works on Wifi 2.4 according to that December report
I posted the YouTube video previously.
more on BAW filter
There appears to be 2 other companies also working on either designing BAW filters or able to fab it. Either way, looks like they have cracked this barrier now.
This looks to be a very large field in the future mostly dominated by American companies like Broadcom, Qorvo & Akoustis Technologies
There appears to be 2 other companies also working on either designing BAW filters or able to fab it. Either way, looks like they have cracked this barrier now.
This looks to be a very large field in the future mostly dominated by American companies like Broadcom, Qorvo & Akoustis Technologies
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