Chinese semiconductor industry
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Paul Triolo believes that Chinese fabs recent rush to buy ASML machine is not for sake of stockpile
Everybody is entitled to their own belief.
So for what, building giant robot?
SMIC's capacity is full until late next year
禁令的波及不仅体现在先进芯片产品的直接销售上，也体现在先进工艺的制造代工上，寒武纪，摩尔线程、壁仞已经无法在台积电流片，而只能转向大陆晶圆厂。据了解，目前中芯南方厂今年、甚至明年上半年的产能已经排满，相关需求大概明年下半年才能做。
“GPU现在良率很低，必须要有足够的产能才会去跑GPU，但等到明年下半年中芯南方产能释放，其实一定程度上已经失去了先机。”
The impact of the ban is not only reflected in the direct sales of advanced chip products, but also in the manufacturing of advanced processes. Cambrian, Moore Thread, and Biren are no longer able to produce chips at TSMC and can only turn to mainland wafer factories. It is understood that the current production capacity of SMIC Southern Factory this year and even the first half of next year is fully booked, and the relevant demand will probably not be fulfilled until the second half of next year.
"The yield rate of GPU is very low now, and there must be enough production capacity to run GPU. But when SMIC South's production capacity is released in the second half of next year, the opportunity has actually been lost to a certain extent."
禁令的波及不仅体现在先进芯片产品的直接销售上，也体现在先进工艺的制造代工上，寒武纪，摩尔线程、壁仞已经无法在台积电流片，而只能转向大陆晶圆厂。据了解，目前中芯南方厂今年、甚至明年上半年的产能已经排满，相关需求大概明年下半年才能做。
“GPU现在良率很低，必须要有足够的产能才会去跑GPU，但等到明年下半年中芯南方产能释放，其实一定程度上已经失去了先机。”
The impact of the ban is not only reflected in the direct sales of advanced chip products, but also in the manufacturing of advanced processes. Cambrian, Moore Thread, and Biren are no longer able to produce chips at TSMC and can only turn to mainland wafer factories. It is understood that the current production capacity of SMIC Southern Factory this year and even the first half of next year is fully booked, and the relevant demand will probably not be fulfilled until the second half of next year.
"The yield rate of GPU is very low now, and there must be enough production capacity to run GPU. But when SMIC South's production capacity is released in the second half of next year, the opportunity has actually been lost to a certain extent."
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Why are they selling chips that China can already make?
There is a large consumer market of people playing games probably only optimized for US graphics cards. You don't want game developers to start optimizing for Chinese cards.
I agree with the sentiment; this is carefully planned including NVDIA's good cop response. Yes - NVDIA looses access to China's AI-market but the bans prevents Chinese suppliers from taking market share from NVDIA in the consumer gaming market which is probably larger.
Nikon plans to export mature process lithography machines to Chinese market
Another hint that SMEE should jump start directly from 28nm and go down to more advanced nodes. There is no sense to enter commercial market in the overcrowded and ultra consolidated market of non DUV machines.
Maybe it's odd that SMEE, an outsider and a newcomer in the front-end litho market, has to start from the already most advanced DUV machine, just a step before EUV, while in normal conditions it would enter the market from the bottom and grow up from there, as is the standard....but of course these are not normal conditions.
BTW for China a machine that can just print power transistors and IGBT is not useful at all, China really needs advanced litho, not this stuff.
Another hint that SMEE should jump start directly from 28nm and go down to more advanced nodes. There is no sense to enter commercial market in the overcrowded and ultra consolidated market of non DUV machines.
Maybe it's odd that SMEE, an outsider and a newcomer in the front-end litho market, has to start from the already most advanced DUV machine, just a step before EUV, while in normal conditions it would enter the market from the bottom and grow up from there, as is the standard....but of course these are not normal conditions.
BTW for China a machine that can just print power transistors and IGBT is not useful at all, China really needs advanced litho, not this stuff.
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