Chinese semiconductor industry

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tokenanalyst

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In case of paywall, posting the full article
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Comment: Unsurprising. Qualcomm gets ~50% of annual revenues from the Greater China market. What I enjoyed was Nvidia's hard-elbow tactics:



It seems clear that the people running policy in the Beltway know very little about technology. Most of them are from non-STEM backgrounds such as law or pol-sci.

Basically like we have been predicting here since 2021, what the article don't tell is that is probably the same situation equipment makers or worse because they made 1/4 - 1/3 of their revenue in China.

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ansy1968

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Self-explanatory:

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I'd also just like to mention my own suspicion/conspiracy theory that all the US chip sanctions are nothing to do with national security (yeah, we know...) or supressing China economically and technologically, but rather more parochially about keeping the markets and share prices high for Apple, NVidia, Qualcomm, Micron et al by locking out competition from Huawei and other Chinese firms. Many US pensions and personal fortunes depend on those stocks.
If you can't harvest your near peer competitor then it is better to soiled the crop rather than let other enjoy and feed on it. The American can't compete they need high performance drug to stay in the game and if needed be there is always a Tanya Harding example to fall back on.
 

tacoburger

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Self-explanatory:

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I'd also just like to mention my own suspicion/conspiracy theory that all the US chip sanctions are nothing to do with national security (yeah, we know...) or supressing China economically and technologically, but rather more parochially about keeping the markets and share prices high for Apple, NVidia, Qualcomm, Micron et al by locking out competition from Huawei and other Chinese firms. Many US pensions and personal fortunes depend on those stocks.
Why is it called 28nm? It's immersion, so it should be capable of 14nm and even 7nm nodes right?
 

Weaasel

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Influential US think-tankies are now proposing to get China addicted to foreign high-end chips, just not the requisite equipment to manufacture at home. (source:
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In other words, Restore pre-2019 Chinese access to Western high-end chips, while maintain post-Oct 2022 American ban on chip-making equipment to China... and since Western chips have lower price and higher quality, it would keep Chinese OPPO and Vivo dependent and domestics few generations back.


Memory prices have been falling due to excess supply and dramatic drop in demand. Excess supply will pressure YMTC pressured to lower memory prices and struggle to gain market share. Samsung and SK Hynix is least bad because it's at least mainland fabs employing mainlanders...but still, subject to the ebbs and flows of US elections which could change at any time.


Yes, agreed 100%. There should be a soft mandate on YMTC utilization by domestics, otherwise YMTC will struggle on market share. All it takes is one sitting U.S. President to change the unlimited exemption waivers back to one year again, and guess who is leading Republican primary polls... "Fool me once, shame on you ..... Fool me — you can't get fooled again!" - George W. Bush
More likely, Xiaomi will be buying chips from SMIC and other Chinese chip manufacturers. There is no going back to reliance on the United States, the West, and US allied states for anything. Everything beginning from the smelting of silicon and other semiconductor ores, through production of photoresists and the making of equipment that can undertake EUV lithography and the metrological instruments will be made in China to qualities comparable to that anywhere else in the world. If China gives market to foreigners, China will show them that China possess the means to immediately replace them.
 

ansy1968

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More likely, Xiaomi will be buying chips from SMIC and other Chinese chip manufacturers. There is no going back to reliance on the United States, the West, and US allied states for anything. Everything beginning from the smelting of silicon and other semiconductor ores, through production of photoresists and the making of equipment that can undertake EUV lithography and the metrological instruments will be made in China to qualities comparable to that anywhere else in the world. If China gives market to foreigners, China will show them that China possess the means to immediately replace them.
I want to know IF Huawei will sell their Kirin 9000's as a replacement? Xiaomi and BBK don't have the ability to design chip yet, so maybe a stop gap option until they were able to do so. It will be a win win for all as Huawei graduated to a much lower node by by designing a chip based on SMIC N+3 tech development. It is a natural progression for Hisilicon and SMIC as they both want to reduce the gap from the tech leader Apple and TSMC.
 

Weaasel

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No.

The thread is rather long, but please have a look at the last six months of posts before randomly posting articles and making exaggerated interpretations of them, especially as you are a new member here.
I think that you should have a posting that informs people of the basics of IC chip manufacturing starting from smelting of silicon ores such as silica, through ingot growing and unto the nitty gritty of the use of photomasks, different types of metrological instruments, and what the process of etching, ion implantation, vapour deposition, and photolithography are in a concise sequential manner. Also a succint explanation of SSMB and particle accelerators.
 

measuredingabens

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I think that you should have a posting that informs people of the basics of IC chip manufacturing starting from smelting of silicon ores such as silica, through ingot growing and unto the nitty gritty of the use of photomasks, different types of metrological instruments, and what the process of etching, ion implantation, vapour deposition, and photolithography are in a concise sequential manner. Also a succint explanation of SSMB and particle accelerators.
Does SDF have a threadmark system for important posts? The thread is long enough that it is probably worth marking them down.
 

BlackWindMnt

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More likely, Xiaomi will be buying chips from SMIC and other Chinese chip manufacturers. There is no going back to reliance on the United States, the West, and US allied states for anything. Everything beginning from the smelting of silicon and other semiconductor ores, through production of photoresists and the making of equipment that can undertake EUV lithography and the metrological instruments will be made in China to qualities comparable to that anywhere else in the world. If China gives market to foreigners, China will show them that China possess the means to immediately replace them.
Might be the Chinese mobile manufacturers will get the same deal as Samsung. Samsung usually releases two versions of their galaxy phones. One with their own chip exynos and one with Qualcomm chipset in it. If i'm not mistaken the US always get the Qualcomm chipset, i wonder why maybe some NSA and shit :rolleyes:. But we Europoor get the Exynos chipset so maybe Chinese mobile brands will have to adept Qualcomm to enter the US market. The Europe region is just a free for all you can ship your own chipset or Qualcomm.
 

gelgoog

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Why is it called 28nm? It's immersion, so it should be capable of 14nm and even 7nm nodes right?
It might take minor changes to the machine to make it viable for 14nm and 7nm. Like further increasing the power of the light source. The 7nm node uses multiple exposures, so it would be helpful if the machine could finish those exposures more quickly. Some of the pieces might also need to be more accurate.
 
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