Might need to wait for @WTAN to give a more detailed answer specific to semiconductors... but my guess from just a general manufacturing stand point... it could be an immature process or a throughput issue i.e. not enough economy of scale to compete... where this factory would be designed to resolve, streamlining the process and greater throughput... there is also the possible isolation issue from the US added on top to influence the decision...
Chinese semiconductor industry
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@Nobonita Barua
You had to read between the line
, You had to establish your product line first, we all know that SMIC had just commercialize its 14nm and had a limited production run. Now as you master and had the confidence naturally you expand your capability and to mass produce. If there is massive demand for 28nm , what more of an advance node like 14nm. The next step is 7nm, there is a great demand for this advance node and had multiple application, if SMIC is able to mass produce its N+1 this April, its a massive first step. Little by little we are chipping away our foreign dependency.
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@Nobonita Barua
You had to read between the line
The fact that China has been producing chips at 14nm and WS-10 engines is impressive enough for me. I'm already satisfied with where China is.
We will catch up to the West in all technologies, it is just a matter of time.
Taiwan will be stuck at 2-3nm for the foreseeable future. They expect 2nm in 2024, hopefully China can get out a fully domestic EUV supply chain by next 5 years regardless of how well it performs.
A mature 7-14nm DUV process can help capture half the market at least.
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It's easy if you're in a catch up mode (you can avoid the mistake and study how your competitor operate) provided that you are focus , work hard and had the resources to pursue it.
And more expensive the actual cost of TSMC 3nm FAB is worth about $24 billion dollars, they're the leader so the need for innovation to stay ahead. With that amount of investment by TSMC, we can see the benefit and urgency a SMEE EUVL can do to the Chinese economy and IC industry.
5years ago SMIC is just an obscure FABS (I only learned about SMIC when I join this forum last year
), now 2021 is on the top four with a 14nm line ready for mass production by April this year top 3 with maybe a 8nm N+1 production topping Intel. If you ask me 5 years ago I won't bet a penny that SMIC can able to do all of that, that's how quick China had progress.
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@Crang a perfect song for Huawei and my favorite when I was growing up
And Imagine that a $9.9 billion profit last year alone with heavy sanction and the Pandemic. 2021 I expect the same and more with restructuring and diversification they will come out even stronger.
from
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Huawei's total revenue in 2020 was $136.7 billion, up 11.2 percent, reported, adding that the Chinese technology giant's profit rose 10.4 percent to $9.9 billion last year.
"Huawei's global financial settlement system is real-time, and the above figures have not been approved by an accounting firm," the report said, citing people close to Huawei.
Huawei has two annual disclosure points for its financial data, one is an unapproved internal real-time tally at the beginning of January, which facilitates statistics on the performance of each division. The other is approved and then disclosed as required for listed companies, even though it is unlisted, according to the report.
In addition, Huawei last week set a stock dividend for 2020 of RMB 1.86 ($0.29) per share, compared with RMB 2.11 for 2019, according to Jiemian.com.
Huawei has an all-employee stock ownership system, with participants being company employees only. With 194,000 employees, Huawei's pay per employee is close to RMB 700,000.
And the total number of Huawei shares is now over 20 billion, which means that the amount of Huawei's dividend exceeds RMB 40 billion.
Huawei has deployed 5G demonstration applications in more than 20 industries and signed more than 1,000 5G industry application contracts, Huawei Managing Director and President of Branding BG said at MWCS 2021 on February 8, adding that 5G to B will enter the first year of commercial scale in 2021.
In the next phase, Huawei will make full use of its capabilities in ICT technologies such as AI, cloud, 5G, and computing to provide scenario-based solutions and develop industry applications in conjunction with partners.
Branding BG, Huawei's key business, achieved sales revenue of RMB 296.7 billion in 2019, and the business is seen as one of the drivers of Huawei's performance as the commercial value of 5G is fully rolled out.
And Imagine that a $9.9 billion profit last year alone with heavy sanction and the Pandemic. 2021 I expect the same and more with restructuring and diversification they will come out even stronger.
from
Huawei's revenue grows 11.2% to $136.7 billion in 2020, report says
February 8, 2021 By:0
Huawei's total revenue in 2020 was $136.7 billion, up 11.2 percent, reported, adding that the Chinese technology giant's profit rose 10.4 percent to $9.9 billion last year.
"Huawei's global financial settlement system is real-time, and the above figures have not been approved by an accounting firm," the report said, citing people close to Huawei.
Huawei has two annual disclosure points for its financial data, one is an unapproved internal real-time tally at the beginning of January, which facilitates statistics on the performance of each division. The other is approved and then disclosed as required for listed companies, even though it is unlisted, according to the report.
In addition, Huawei last week set a stock dividend for 2020 of RMB 1.86 ($0.29) per share, compared with RMB 2.11 for 2019, according to Jiemian.com.
Huawei has an all-employee stock ownership system, with participants being company employees only. With 194,000 employees, Huawei's pay per employee is close to RMB 700,000.
And the total number of Huawei shares is now over 20 billion, which means that the amount of Huawei's dividend exceeds RMB 40 billion.
Huawei has deployed 5G demonstration applications in more than 20 industries and signed more than 1,000 5G industry application contracts, Huawei Managing Director and President of Branding BG said at MWCS 2021 on February 8, adding that 5G to B will enter the first year of commercial scale in 2021.
In the next phase, Huawei will make full use of its capabilities in ICT technologies such as AI, cloud, 5G, and computing to provide scenario-based solutions and develop industry applications in conjunction with partners.
Branding BG, Huawei's key business, achieved sales revenue of RMB 296.7 billion in 2019, and the business is seen as one of the drivers of Huawei's performance as the commercial value of 5G is fully rolled out.
The first domestically developed LCOS chips have moved into mass production, raising hopes of breaking a monopoly in the field.
LCOS, or Liquid Crystal On Silicon, is a micro display chip made by a combination of silicon-based material and liquid crystal technology. It’s essential in the electronic information industry, widely used in display applications such as projectors, laser TV and AR and VR glasses.
LCOS, or Liquid Crystal On Silicon, is a micro display chip made by a combination of silicon-based material and liquid crystal technology. It’s essential in the electronic information industry, widely used in display applications such as projectors, laser TV and AR and VR glasses.
楚微半导体今年将实现首片晶圆下线
中国电科 集成电路 成套装备国产化集成及验证平台工程——楚微半导体科技股份有限公司项目进展顺利，或早于此前规划实现产线运行。公司确保今年底整线工艺串通并实现首片晶圆下线，实现国内第一条集成电路装备验证工艺线在湖南运行
Can someone translate?. 楚半导体 is the first one to have complete verification of CETC domestic litho on 8 inch?
Maybe smee SSA600 not even verified
中国电科 集成电路 成套装备国产化集成及验证平台工程——楚微半导体科技股份有限公司项目进展顺利，或早于此前规划实现产线运行。公司确保今年底整线工艺串通并实现首片晶圆下线，实现国内第一条集成电路装备验证工艺线在湖南运行
Can someone translate?. 楚半导体 is the first one to have complete verification of CETC domestic litho on 8 inch?
Maybe smee SSA600 not even verified
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Don't remember if this got posted, but a Chinese company in collboration with a American organization has the first affordable RISC-V linux dev board (think rasperry pi). Runs 100-150$ It would be interesting if China goes all in with RISC-V and help making it the standard.
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The core is designed by SiFive, an American company
Straight From the horse's mouth itself, Huawei Phone division is not for sale period.
from CnTechPost
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Huawei will never sell its terminal business, Ren Zhengfei, founder and CEO of Huawei, said on Tuesday, adding, "We can transfer 5G technology, but we will never sell our terminal phone business."
The terminal should not be simply understood as being a cell phone; anything that connects to people and things is a terminal. For example, the LiDAR used for car driverless, the gas meter, water meter, TV set for home application, are all terminals. The cell phone is only one part of the terminal, Ren said in an interview with .
Huawei still has to rely on globalization to solve the chip problem, no matter what, Huawei will never give up the idea of globalization, he said.
"No matter how sanctions and blockades are imposed, we insist on globalization without wavering. When there is a global surplus of chips, someone will come to us to buy chips, and I think there will be this era," he said.
Huawei achieved positive sales revenue and profit growth in 2020. "I have more confidence, not less. We have more means to overcome difficulties," he said.
from CnTechPost
Ren Zhengfei says Huawei will never sell its terminal business, including phones
February 9, 2021 By:0
Huawei will never sell its terminal business, Ren Zhengfei, founder and CEO of Huawei, said on Tuesday, adding, "We can transfer 5G technology, but we will never sell our terminal phone business."
The terminal should not be simply understood as being a cell phone; anything that connects to people and things is a terminal. For example, the LiDAR used for car driverless, the gas meter, water meter, TV set for home application, are all terminals. The cell phone is only one part of the terminal, Ren said in an interview with .
Huawei still has to rely on globalization to solve the chip problem, no matter what, Huawei will never give up the idea of globalization, he said.
"No matter how sanctions and blockades are imposed, we insist on globalization without wavering. When there is a global surplus of chips, someone will come to us to buy chips, and I think there will be this era," he said.
Huawei achieved positive sales revenue and profit growth in 2020. "I have more confidence, not less. We have more means to overcome difficulties," he said.
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