Chinese semiconductor industry

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FairAndUnbiased

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tokenanalyst said:
Oh Oh.

Trump accuses Taiwan (TSMC) of taking away America's semiconductor business​

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Former US President Donald Trump, in a Fox News interview, accused Taiwan of taking away American's semiconductor business, and said the US government should have tariffed Taiwan, implying that trade barriers should be erected against Taiwan. The former President failed to acknowledge the fact that the Biden Administration has successfully invited Taiwan Semiconductor Manufacturing Co., Ltd to build chips in Arizona and bring its semiconductor supply chain partners along with it to invest in the US.

"Taiwan, they took our business away. We should have stopped them. We should have taxed them. We should have tariffed them," said Trump, when answering the host's question on the geopolitical risks of Taiwan being a target of China's aggression.
Trump's statement has already raised a few eyebrows in Taiwan, with major media outlets flashing the headline as a news alert this morning.
"Trump is completely ignorant about the semiconductor industry," said Jackson Hu, former chairman and CEO of the United Microelectronics Corp (UMC), who also has accumulated decades of experience working in Silicon Valley.
Hu said American semiconductor companies did well as integrated device manufacturers (IDMs), but as Moore's Law progressed, the cost of developing new technologies and building fabs became prohibitively expensive. That gave Taiwan's foundry service a niche to serve the customers so that they don't need to shoulder the capital burden themselves.

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US invented semiconductors due to the free market, democracy and rule of law, while Taiwan was a 3rd world military dictatorship ruled by the losers of the Chinese civil war.

You're telling me that the guys who almost lost to Japanese who literally used swords, and actually lost to penniless peasant guerillas, can make semiconductors?? No way, not by themselves. Clearly US allowed it to happen.
 
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gelgoog

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tokenanalyst said:
"Taiwan, they took our business away. We should have stopped them. We should have taxed them. We should have tariffed them," said Trump, when answering the host's question on the geopolitical risks of Taiwan being a target of China's aggression.
Trump's statement has already raised a few eyebrows in Taiwan, with major media outlets flashing the headline as a news alert this morning.
"Trump is completely ignorant about the semiconductor industry," said Jackson Hu, former chairman and CEO of the United Microelectronics Corp (UMC), who also has accumulated decades of experience working in Silicon Valley.
Hu said American semiconductor companies did well as integrated device manufacturers (IDMs), but as Moore's Law progressed, the cost of developing new technologies and building fabs became prohibitively expensive. That gave Taiwan's foundry service a niche to serve the customers so that they don't need to shoulder the capital burden themselves.
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Trump is amazingly on point. He also told the Europeans they had to pay more for defense and they had to buy natural gas from the US. They laughed. Who is laughing now?

First the US will get the Taiwanese factories in the US. Then TSMC will claim the US factories have more expenses, so customers will need to pay more to make chips in the US. Then the US will just raise tariffs on chips from Taiwan and make the chip designers use the US fabs.

Hu is naive. Sure the foundry model is winning out over the IDM model for logic. And other ICs. But nothing says the foundry needs to be in Taiwan. It is all a matter of capital and government incentives. Globalfoundries is also a foundry and it is in the US. The natural place for the world's foundry to be located at is China, the world's largest consumer market for semis. The fact that the US is kneecapping the Chinese market is going completely ignored by Hu. What makes him think the US cannot kneecap Taiwan later if they want to? Divide et impera.

Micron bought Japanese memory company Elpida. Bain Capital controls Japanese memory company Kioxia. The US basically controls the Japanese memory producers at this point.

The parts of the market they do not control are the South Korean and Taiwanese vendors. Which is why they want those companies to make factories in the US. They want Samsung to make a memory factory in the US, they already have a logic factory, and will expand to make another. They want TSMC to make a factory in the US, and other Taiwanese foundries as well. And when they have them, they will just shut those companies products made in Asia out the US market. As simple as that. Trump just spilled the beans on the game plan.
 
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tokenanalyst

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Anji Technology plans to raise 880 million yuan to increase integrated circuit materials​

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On July 13, Anji Technology disclosed a plan to issue convertible bonds to unspecified objects. According to the plan, Anji Technology plans to raise 880 million yuan from the issuance of convertible bonds this time, and plans to invest in the Shanghai Anji Integrated Circuit Material Base Project, the Shanghai Anji Integrated Circuit Material Base Automation Information Construction Project, Ningbo Anji New 20,000-ton/year integrated circuit material production project, Anji Technology Shanghai Jinqiao Production Base R&D Equipment Purchase Project, etc.
According to the data, Anji Technology was established in 2006 and is a leading semiconductor polishing liquid company in China. Its main business is the research and development and industrialization of key semiconductors, providing chemical mechanical polishing liquids and photoresist removers and other materials for the field of integrated circuit manufacturing and packaging.
According to the data, from 2019 to 2022, Anji Technology achieved operating income of 285 million yuan, 422 million yuan, 687 million yuan, and 1.077 billion yuan, a year-on-year increase of 15.16%, 47.99%, 62.57%, and 56.82%; 18.77%, 140.99%; deduction of non-net profit was 43 million yuan, 59 million yuan, 91 million yuan, and 300 million yuan, respectively, a year-on-year increase of -0.23%, 36.76%, 54.81%, and 229.78%.

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D

dingyibvs

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gelgoog said:
Trump is amazingly on point. He also told the Europeans they had to pay more for defense and they had to buy natural gas from the US. They laughed. Who is laughing now?

First the US will get the Taiwanese factories in the US. Then TSMC will claim the US factories have more expenses, so customers will need to pay more to make chips in the US. Then the US will just raise tariffs on chips from Taiwan and make the chip designers use the US fabs.

Hu is naive. Sure the foundry model is winning out over the IDM model for logic. And other ICs. But nothing says the foundry needs to be in Taiwan. It is all a matter of capital and government incentives. Globalfoundries is also a foundry and it is in the US. The natural place for the world's foundry to be located at is China, the world's largest consumer market for semis. The fact that the US is kneecapping the Chinese market is going completely ignored by Hu. What makes him think the US cannot kneecap Taiwan later if they want to? Divide et impera.

Micron bought Japanese memory company Elpida. Bain Capital controls Japanese memory company Kioxia. The US basically controls the Japanese memory producers at this point.

The parts of the market they do not control are the South Korean and Taiwanese vendors. Which is why they want those companies to make factories in the US. They want Samsung to make a memory factory in the US, they already have a logic factory, and will expand to make another. They want TSMC to make a factory in the US, and other Taiwanese foundries as well. And when they have them, they will just shut those companies products made in Asia out the US market. As simple as that. Trump just spilled the beans on the game plan.
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It's more a demonstration of the American hegemony than Trump's prescience. It didn't make sense nor does it now for Western Europe to spend more on defense or to buy American LNG, but the US made it make sense. It doesn't make sense for semiconductors to be made in the US, but as Trump proposes, the US can make it make sense.
 
D

Deleted member 24525

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gelgoog said:
Trump is amazingly on point. He also told the Europeans they had to pay more for defense and they had to buy natural gas from the US. They laughed. Who is laughing now?

First the US will get the Taiwanese factories in the US. Then TSMC will claim the US factories have more expenses, so customers will need to pay more to make chips in the US. Then the US will just raise tariffs on chips from Taiwan and make the chip designers use the US fabs.

Hu is naive. Sure the foundry model is winning out over the IDM model for logic. And other ICs. But nothing says the foundry needs to be in Taiwan. It is all a matter of capital and government incentives. Globalfoundries is also a foundry and it is in the US. The natural place for the world's foundry to be located at is China, the world's largest consumer market for semis. The fact that the US is kneecapping the Chinese market is going completely ignored by Hu. What makes him think the US cannot kneecap Taiwan later if they want to? Divide et impera.

Micron bought Japanese memory company Elpida. Bain Capital controls Japanese memory company Kioxia. The US basically controls the Japanese memory producers at this point.

The parts of the market they do not control are the South Korean and Taiwanese vendors. Which is why they want those companies to make factories in the US. They want Samsung to make a memory factory in the US, they already have a logic factory, and will expand to make another. They want TSMC to make a factory in the US, and other Taiwanese foundries as well. And when they have them, they will just shut those companies products made in Asia out the US market. As simple as that. Trump just spilled the beans on the game plan.
Click to expand...
Chips are not gas. It is orders of magnitude easier to find alternative gas suppliers than to replace a quarter of global fab capacity. Likewise paying more for US provided security literally just requires pressing a few buttons, provided the political will is there.
The American idea that they can replace tsmc within a few years' time is delusional and we shouldn't entertain it as though it were fact.
 
tphuang

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The goal of Gallium sanction needs to be to dominate Ga related industries. As I talked about earlier, Innoscience is a big part of that. But who else is in play.

Recently, I saw a few more project
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7月17日，据“皖江在线”消息，东科半导体GaN项目新厂区于近日正式揭牌投用！

据悉，此次投入使用的新厂区占地52亩，新建厂房5.1万平方米，主要从事氮化镓超高频AC/DC电源管理芯片、氮化镓应用模组封装线的研发、生产和销售。全部达产后，预计可实现年销售收入10亿元。
据“行家说三代半”此前报道，该项目于2020年10月集中开工，总投资为12.25亿元，主要建设标准GMP洁净厂房、办公楼、研发楼等，新增2条GaN超高频AC/DC电源管理芯片封装线、2条GaN应用模组封装线，年产1亿只超高频AC/DC电源管理芯片，5000万只GaN电源模组

2021年6月，该GaN项目标准化厂房一期1栋厂房第一区段主体结构封顶。
东科半导体创立于2009年10月，在GaN方面， 他们于2016年开始研发GaN芯片应用。2020年1月合封GaN芯片成功流片。2020年5月发布新品模组，进入小批试产环节。2021年东科正式量产该成品，一颗合封芯片可实现初级侧两到三颗芯片的功能。
目前，东科半导体已拥有12条封装生产线同时运作，芯片月产量达到1亿片
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So Dongke Semiconductor started developing GaN in 2016 and taped out first first in Jan 2020 and mass production in 2021
At present, it has 12 assembly production line with monthly production of 100million units

This new factory started construction in October 2020 w/ 1.225B RMB investment including GMP cleaning factory, research, 2 new GaN ultra high AC/DC power management packaging lines, 2 GaN application module assembly line & yearly production of 100 million high UHF AC/DC power management chips & 50 million GaN power supply module. So, they seem to have a pretty large packaging operation
 
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What is CETC involved in?

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中国电科射频集成电路产业化项目位于江苏省南京市江宁区，总建筑面积约15.2万平方米，项目主要面向新一代基础设施，建设布局射频集成电路设计、制造、封测等全产业链的关键环节，建成后，该产业园区将形成年均5亿只射频集成电路，6万片4～6英寸氮化镓射频功率器件，1000万只射频模块的设计、生产、测试能力
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Look at CETC spent over 3B RMB on a new RF IC project. Has full industrial chain from design to production to packaging. Can produce 500 million RF ICs, 60k 4-6 inch wafers of GaN RF modules, 10 million modules design, production & testing/packaging per year when complete.

So regardless of what others are doing (Innoscience is focused on power/charging side of things), CETC is pretty big in the RF sectors, as you would imagine for a company able to produce cheap GaN AESA radars

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Gejing Semiconductor spent 5B RMB in January to produce 50k wafers per year of 8-inch GaN power modules. Aiming for project to IPO in 2026

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In Guangdong DongGuan, TySic plans 8B RMB for yearly production of 1.2million Epitaxy wafers a year with 170k/year when first phase is complete this year.

广东光大 spending 4.4B RMB project to produce 2-4 inch GaN on GaN substrtes & 2 to 6 inch GaN on GaN/Si modules as well 4 inch MiniLED epitaxial chips
广东光大第三代半导体科研制造中心1区，总投资44亿元，占地面积约202亩，建筑面积约19万平方米，建成后主要生产制造2-4英寸氮化镓衬底、2-6英寸GaN on GaN/Si器件、4英寸MiniLED外延芯片。
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Bestar chips, who seem to be a pretty small company, even raised enough money to start with 2500 wpm of 2 to 4 inch GaN wafers. Goal is to add another 10 production line to have 100k wafers per year of epitaxy & 1 billion GaN chips. Talks about supplying 5G stations in many countries.

It just seems to me this is a great time to be dominating 5G base station market
 
tphuang

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Look at here
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top players in RF GaN market are SEDI (Sumitomo Electric device instrument), Wolfspeed, Qorvo, Nexperia with 63% of market. All US, Japanese & Dutch companies.

Look at the chart below that Telecom infrastructure expecting to go from LDMOS to GaN over the next 3 or 4 years with GaN on SiC totally dominating in 3 years.

I don't know what is CETC's market share on this, but I'm sure Ga sanction would give them a way of adding to their market share. On top of that, I'm sure both Wolfspeed & Qorvo are major suppliers to the US military. Wrecking their commercial business is a great way to raise coasts for US military.

Other improvements for Chinese industries
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CETC achieving high voltage RFID chips capability

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Nanjing Guobo electronics achieving 5G GaN chips & modules last August
产业化建设方面，配置了多台套GaN芯片及模块射频/DC测试系统、可靠性试验设备和自动封装设备，形成年产2000万只GaN芯片和模块生产线，解决国内移动通信关键芯片急需。
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It was said to build a 20 million GaN chips/modules producing per year, solving China's mobile communication chip needs

Based on first page, RF infrastructure was only a $777 million business in 2022. So if Guobo alone can produce 20 million chips a year, it would be pretty big total already. Since CETC is also producing it and quite likely other Chinese players will too. I think if they cut off these 4 large Western fabs, they can take the market
 
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