Chinese semiconductor industry
- Thread starter Hendrik_2000
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Now that’s just trolling…
But it goes to show just how many phones they are actually producing. Numbers must be massive.
What if this breakthrough is mostly local and not US?
sabotage to prevent tech transfer to China, playing dirty just like bombing the North Steam pipeline to suck EU into the Ukraine war.
without the tech transfer, China buying U.S. debt is useless, like a monkey holding a chest full of gold, just papers.
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Even if it's 90% clean and just 10% US, that still means they're potentially using equipment in a way that's not covered by the license they used to buy it. They might have enough stockpiled that further sanctions don't matter because domestic suppliers can take over by the time they need replacements. I'm just wondering if people like Jordan Schneider have a point with their argument that plenty of export licences were granted to SMIC, which allowed to keep importing from Lam, KLA and applied materials? Are there any public numbers on how much SMIC imported under such licenses?
Old article, but claims that SMIC and Huawei bought extensively from the US under export license. Of course we don't know if they use imported equipment only for legacy nodes and domestic equipment for N+2, but that seems very unlikely
What if this is a local breakthrough? The U.S. is bitter because they couldn't investigate the source of that supply chain
That is the kicker I don't think these humanities graduates stooges are seeing the full picture, is probably that BIS haven't granted exports to blacklisted SMIC since the October "Surprise" or even before and even less to Huawei but the worst part is maintenance and services, especially services, that without some tools and processes may not work properly, was the YMTC CEO was who said "That fair thing is to US companies to buyback the tools" and Gina said " they have the ability to shutdown China semi industry". SMIC had found workarounds to the restrictions and that has huge implications for the entire semiconductor industry and if they are using mostly domestic tools? is over.
Oh boy I can’t wait to do the Carl thing for YMTC. Please make it happen before CNY.
That said, I wonder what the Raimondo advertisement posters would look like for YMTC. Their product is a bit hard to present properly. Can’t have Madame trade secretary holding a memory stick can we?
that link is talking about licenses pre-October surprise.
I think if you read back a few months ago, you'd see that the personnels have even been pulled from fabs that were in question. hvpc also stated several times that SMIC got tools for fixed quantity of wafer production.
There is no evidence SMIC has gotten more since then.
It's only people that can't accept the reality of SMIC being able to find a way of working around October sanctions that are making these arguments.
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