These processes don’t use very much of the material.
Chinese semiconductor industry
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You answered your own question.
Q: "My critique against Huawei . . . is why they didn't see this coming and prepare themselves for the storm?"
A: "back in the day Huawei and their bosses pretty much where the most industrialist trade liberal pro-globalization Chinese company ever."
To be fair, it is the government's job to manage national interest/security and utilize industrial policy to coordinate efforts between different entities to achieve those industry goals rather than have everyone doing their own thing, such as in the EUV development sprint. They weren't engaged here, and the participants are going to look out for their own interest. Huawei wants to develop its own semiconductor supply chain, and if it feels it has a better shot of doing it then relying on SMEE based on its judgement, then it will do so. Same goes for SMIC. Based on SMEE's previous track record, you couldn't fault Huawei for thinking it could do better. Good for Richard Chang to step up to the plate and act in that capacity to help bring the parties together and work towards making the DUVi a reality, but that is a big miss on the relevant government ministry's oversight. Now in an ideal world more competition is good, but you need something competitive to work with which hasn't arrived yet so this ended up diverting time and resources. On the other hand, it will be interesting once the SMEE DUVi rolls out and gains ground in the market if Huawei ends up developing and marketing a competitor based on its experience as a participant in the project.
Go check my math on the next post
I think there is more to that, is very probably that they would have been advice by the Chinese goverment of the risk on this dependency, because a lot of Chinese goverment companies and institutions where blacklisted years before, but the goverment doesn't intervene in a lot of business decisions, they would need legislation to do that.
I could speculate that ONE of the causes could be ignorance by these companies, managers, investors and Chinese engineers in general of the inner workings of the chaotic US political system and the power that think tankers have in hysterical decision making, is probably incredible for a Chinese fab manager that a Lawyer or a East Asian Studies graduate could have such impact in a complex industry as the semiconductor industry, but they do have an impact and that lead to ignoring the warning signs that date back to the Obama administration. This sanctions are a giant wake up call for many Chinese companies no just Huawei. Ice cold water to the face.
The another example is YMTC they where to the chin deep on US companies technologies and services without taking any safeguard but the risks to YMTC dates back to 2018 were think tankers labeled the company as a NS threat.
I could speculate that ONE of the causes could be ignorance by these companies, managers, investors and Chinese engineers in general of the inner workings of the chaotic US political system and the power that think tankers have in hysterical decision making, is probably incredible for a Chinese fab manager that a Lawyer or a East Asian Studies graduate could have such impact in a complex industry as the semiconductor industry, but they do have an impact and that lead to ignoring the warning signs that date back to the Obama administration. This sanctions are a giant wake up call for many Chinese companies no just Huawei. Ice cold water to the face.
The another example is YMTC they where to the chin deep on US companies technologies and services without taking any safeguard but the risks to YMTC dates back to 2018 were think tankers labeled the company as a NS threat.
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I did. It’s really not that much material they’d need to find substitutes for, and even if it ends up being more expensive in relative costs I’m not sure if it will reflect as much cost increase in unit price.
Depends, if there are 70t total Ge that get exported & 40t is taken offline. There will clearly be major supply disruptions at a time when fabs need more Ge, not less. Of course, all of this depends on how much China is going to grant license for. Right now, everyone in the west just acts like it will be business as usual. We will see.
A fully enforced Ga sanction will stop production of smartphones. China may not want that kind of international attention. I think that's kind of what Western businesses are banking on.
FriedRiceNSpice
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Tencent is also a Chinese company, and has engaged in far more well-known anti-competitive and monopolistic practices in its past. As said by the greatest Chinese leader in past century, "It doesn't matter whether a cat is black or white, as long as it catches mice." Huawei's contributions to development and advancement of China's technological and industrial capabilities as well as its role in paving the way for Chinese companies and brands into the high-end, high-tech consumer markets cannot be understated.
On the other hand, I fully agree that the state should keep an eye on large companies to prevent inefficient monopolies from forming and dominating large parts of the market, and I believe the Chinese market-socialist / state-capitalist economic system is much better suited to tackling this problem than a liberal financial-capitalist economic system. In a financial-capitalist system, financial elites have managed to tie in the wealth and pensions of much of the population into the share prices of large publicly trade corporations in such a way where capital allocation becomes more driven for the benefit of the financial elite rather than national or public interest.
Chinese system offers best of both worlds, where market competition breeds competitive and innovative companies while the state has the mechanisms to channel capital where needed for the national / public interest. The state can divert capital to successful companies that have validated themselves in the market such as Huawei when it is needed. On the other hand, the state can provide capital to potential competitors in certain sectors where greater competition is desired in order to prevent the formation of monopolies. Market regulation is a fine and delicate balancing act. On the one hand, you want competitive and innovative firms to be able to achieve the economies of scale to allow them to become efficient enough and fund the R&D that will propel them to be able to become global leaders. Yet at the same time, you don't want companies to grow to the point where they have monopolistic influence over a certain segment of the market, where they become rent seekers and stifle innovation and competition.
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So sir Borrowed not poached, from the way I see it since the 3 (SMIC, SMEE and Huawei) are under sanction there's no other way than to work together.
Kinda yes. The thing is, the most straightforward way of computing, fetching an instruction and then executing it is very slow. It has most of the circuitry idle most of the time. Processor design improvement over the last 30 years has been mostly about having the processor do multiple things simultaneously. Pipelining, out-of-order execution, etc... (Note: Nowadays it is mostly about optimal data usage as memory-processor bandwidth and latency limitations are huge problems)
Hyperthreading is a growth of superscalar computation. Superscalar computation means the execution of more than one instruction in a processor core simultaneously. This is possible because not all program processes are dependent on each other and no instruction uses all of the execution unit. In hyperthreading, you have multiple threads (streams) of instructions running on a single processor core. A thread is an independently scheduled program. You can think of threads as tasks. A superscalar processor that isn't hyperthreading-capable will stop being superscalar unless it finds a suitable instruction to also run. A hyperthreaded superscalar processor can run more than one thread so it can look at the other thread to find something suitable. As I said at the start, it is about not having circuitry idle.
It increases the average IPCs.
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