Chinese semiconductor industry

What if I create an 'US policy on semiconductors ' separate thread for Greg Allen and Doug Fuller policy bad takes? All the Low effort derailing posts can be moved to that thread, including gloating and geopolitical. This thread can be solely Chinese semiconductor content, with sprinkle of US content if relevant and technical related.

Any thoughts or opposition to this @tphuang @Blitzo @siegecrossbow ?

Phead128 said:

What if I create an 'US policy on semiconductors ' separate thread for Greg Allen and Doug Fuller policy bad takes? All the Low effort derailing posts can be moved to that thread, including gloating and geopolitical. This thread can be solely Chinese semiconductor content, with sprinkle of US content if relevant and technical related.

Any thoughts or opposition to this @tphuang @Blitzo @siegecrossbow ?

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My personal feeling is that policy bad takes just should be avoided being posted on this forum to begin with.

The problem with a dedicated "bad takes thread" (in some ways the form of which already exists in a number of threads like the "Miscellaneous thread") is it inevitably devolves into low effort shitposting, grievance posting and gloating.

I think people should be able to have the self control to not engage in those things to begin with, and at the very least there's no need to have such a dedicated bad takes/shitposting thread for semiconductors parallel to an actual technical/high yield news thread.

Blitzo said:

My personal feeling is that policy bad takes just should be avoided being posted on this forum to begin with.

The problem with a dedicated "bad takes thread" (in some ways the form of which already exists in a number of threads like the "Miscellaneous thread") is it inevitably devolves into low effort shitposting, grievance posting and gloating.

I think people should be able to have the self control to not engage in those things to begin with, and at the very least there's no need to have such a dedicated bad takes/shitposting thread for semiconductors parallel to an actual technical/high yield news thread.

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While that's true, it's good to still have those types of articles here IMO. While it may not inform us of the Chinese semi development, it informs of us of the thought process of some in the American policy-making circles and thus the possible American policy direction.

Plus, Mr. Allen did refer to @tphuang as an "independent semiconductor industry analyst". That's respect.

There were a lot of new semiconductor companies that were formed 3 years ago when Beijing set that that big funding round for semiconductor projects and companies. Most of them crashed and burned, but are there any of them that survived and are doing anything interesting?

Overbom said:

T.P Huang cited in a CSIS analysis article.

Btw that's a pretty good reading for western standards on semiconductors export restrictions analysis

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Jesus that was literally the exact article that Tphuang deleted because it isn't a good article and is a waste of people's time.

dingyibvs said:

While that's true, it's good to still have those types of articles here IMO. While it may not inform us of the Chinese semi development, it informs of us of the thought process of some in the American policy-making circles and thus the possible American policy direction.

Plus, Mr. Allen did refer to @tphuang as an "independent semiconductor industry analyst". That's respect.

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Tphuang chose to delete the last few posts which had that article and personally I agree with him because it doesn't add anything for us.

Samsung has a few introductory videos about semiconductors, manufacturing and the industry, for those of us who need it.

Blitzo said:

Jesus that was literally the exact article that Tphuang deleted because it isn't a good article and is a waste of people's time.

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Even then, it gives an overall summary that is IMO better than what is usually published by Western outlets

Anyway, if he deleted it as you say, then no need to further converse about it I guess

dingyibvs said:

While that's true, it's good to still have those types of articles here IMO. While it may not inform us of the Chinese semi development, it informs of us of the thought process of some in the American policy-making circles and thus the possible American policy direction.

Plus, Mr. Allen did refer to @tphuang as an "independent semiconductor industry analyst". That's respect.

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What are you learning from each new recycling of narratives that you didn’t learn the last time the same narrative was recycled as news?

This I never knew. I always assumed the mask was like on top of the wafer, then that gets blasted by the light.

But in ASML black box EUV machine, the mask and wafer are not positioned like that, and what are needed were mirrors and lenses.

Obviously, I got a dumb question, and already assumed my own dumb-ass answer.

If the Chinese really are building a particle accelerator and will harness that EUV light for photo-lithography purposes, then the mask and wafer probably be stacked on top of each other, besides the photoresist and whatever else they have. It will be like a sandwich, and not a complicated reflection process to focus the EUV beam.

Whatever is easier to build, they will build it.

That is why I have my doubts about the Chinese trying to replicate in some form the ASML machine for EUV light. It may be too complicated to reinvent the wheel.

Huawei had to reinvent the wheel, when they made all their modem chips in the Mate 60 Pro. But the modem is kind of like been around.

Blitzo said:

My personal feeling is that policy bad takes just should be avoided being posted on this forum to begin with.

The problem with a dedicated "bad takes thread" (in some ways the form of which already exists in a number of threads like the "Miscellaneous thread") is it inevitably devolves into low effort shitposting, grievance posting and gloating.

I think people should be able to have the self control to not engage in those things to begin with, and at the very least there's no need to have such a dedicated bad takes/shitposting thread for semiconductors parallel to an actual technical/high yield news thread.

Click to expand...

I agree in principle but i don't think this forum is resourced enough to be moderated in the way you're describing. Moving nationalist gloat to a dedicated containment thread is an imperfect solution but one that works given the small mod staff.