Chinese semiconductor industry

KYli · Nov 22, 2023

tphuang said:
There has been no shortage of posts from me on this particular thread about needing to raise the quality

Some examples from just October:

Chinese semiconductor industry

https://wccftech.com/huawei-mate-60-outselling-iphone-15-in-china/

www.sinodefenceforum.com

Chinese semiconductor industry

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. I think it's better just to discourage bad...

www.sinodefenceforum.com

Chinese semiconductor industry

I don't it funny. I find it depressing and frustrating. Its like the perennial underdog who is constantly trying to impress his peers only to be dismissed no what progress he makes. The lack of respect regarding any Chinese progress from these anti-China think tanker crowd only makes you want to...

www.sinodefenceforum.com

This is possibly the most popular thread in SDF. So it's for our common good to keep this thread well moderated.

Now, I have singled out others on needing to raise the quality of their post before, so this is nothing personal.

In this case, you have posted the following single link posts with not a single word of commentary in just the past month on this thread

Chinese semiconductor industry

https://jw.ijiwei.com/n/884933

www.sinodefenceforum.com

Chinese semiconductor industry

http://zj.news.cn/20231028/1c5005e210404678af77932c50dbff2a/c.html BYD semiconductor has their new fab in Shaoxing starting equipment installation. Expecting 10B RMB total investment, has already put in 4.5B. Expecting 10B yearly output when complete

www.sinodefenceforum.com

Chinese semiconductor industry

https://www.tomshardware.com/tech-industry/semiconductors/chinese-chip-design-software-devs-receive-massive-government-support

www.sinodefenceforum.com

Chinese semiconductor industry

Are their equipments valid for both DUV an EUV? Yes, this tools are for depositing epitaxial thin films or crystals like films over a substrate, after that you can use whatever lithography technique you want to pattern your circuits or whatever pattern you want to print in a photoresist. DUV...

www.sinodefenceforum.com

Chinese semiconductor industry

I have deleted pandaChen posts and replies to that and issued him a warning. He is clearly trolling here. Future infractions will result in suspension. Please do not engage with him on this thread. Your post will also be deleted.

www.sinodefenceforum.com

Chinese semiconductor industry

Chinese companies didn't want to use domestic AI chips，even SOE is no exception https://news.ifeng.com/c/8UAxXrTwOx5 2023年7月，在一次国家政策制定机构组织的内部讨论中，一家国产头部芯片厂商人士曾口头提出一个应对AI芯片“卡脖子”的方案——由政府主导，约束所有数据中心都要采购一定比例的国产AI芯片。当时这一方案并未得到回应。原因是，这并不符合市场原则。此外，当时美国对中国的高端芯片制裁并未到彻底封死这一步，而且国产AI芯片目前还不够好用。...

www.sinodefenceforum.com

Chinese semiconductor industry

@latenlazy and @Phead128 you are entitled to your opinion. I don’t think you understand the criticality of inspection and metrology is developing a new advanced technology node and ramping up to HVM with high yield. your views clearly implies you have no experience in a R&D nor production...

www.sinodefenceforum.com

Chinese semiconductor industry

So, I think the main difference here is that if ASML is able to de-americanize, then it can sell to Chinese customers as it please. It can a So, ASML will just need to de-americanize. That's up to them to do I could be that is not entirely possible for ASML to de-americanize without a clean...

www.sinodefenceforum.com

And this is on top often posting terrible Bloomberg takes and just saying you disagreeing with them like here

Chinese semiconductor industry

https://zhuanlan.zhihu.com/p/652886534 Not sure if posted already, but here is a performance review of latest LoongSon desktop processor: 3A6000. The article is fairly indepth but in Chinese. Basically it is equivalent of gen 10 Intel i3 performance. This is overall performance, same amount of...

www.sinodefenceforum.com

or posts like this where you just copy & paste content from the link without quoting them

Chinese semiconductor industry

Seems like a strawman. What is true though, is that these are commodities and chips act like commodities in the market. They really need companies to stop using 28nm and 14nm chips to boost demand on advanced nodes. Not going to happen for either, but especially 28nm. It's the sweet spot...

www.sinodefenceforum.com

If you are taking quotes from a link, please use Quotes and then add your own opinion

This is all from the past month.

You know, in the past, this sub-forum was just considered a place where people relax and vent. That's kind of the status of "Miscellaneous News" right now. But you know semiconductor is a thread that people really care about. Do we really want Semiconductor thread to become another Miscellaneous News? I really don't think so.

Like I said before. I don't agree with you or your moderation or SDF moderation team decision for many things but I would respect your request. However, many threads are not under strict moderation rules before. If you wanted to impose more enforcement, then either you announce them as new rules or inform me which threads you plan to enforce such rules. It is a simple request and I would abide your new rules on those threads.

I am fine with whatever you purpose to do with these threads. I just need a list of threads you plan to enforce more professionalism. If it were just Semiconductor thread or there are more threads that you want to raise standard and impose more enforcement. Just let me know.

As for your other comments, SDF moderation team has never been consistent in moderation and ever changing. So I only care about the general rules and etiquette. If you have additional request that isn't under general rule, either you make a general announcement or be specific in telling me which threads you plan to enforce additional rules. I am under no obligation to respect your personal request on how you plan to run those threads but would respect a new moderation request from moderator.

Phead128 · Nov 22, 2023

@tphuang @Blitzo what do you think about moving "Serious" threads into it's own dedicate section "Chinese Science & Technology" outside of the dumpsterfire that is "Members Club"..?? It's a legit concern because people don't know which threads are more "strictly" moderated when you have Funny stuff, Miscellanous News, Indian news next to "Serious" threads like AI, Semiconductors, NEV, etc....which should be sticked flagships at this point.

Please support my proposal here: New section suggestion for 'Chinese Science and Technology'

tokenanalyst · Nov 22, 2023

China semiconductor supply chain expanding to South East Asia.

Semiconductor testing and sorting machine company Qingxin Technology invests in Malaysia Technology Park

Zhejiang Qingxin Technology Co., Ltd. (hereinafter referred to as "Qingxin Technology") signed a memorandum of understanding with Malaysian NCT Group in Kuala Lumpur on the 22nd, becoming the first semiconductor company to invest in and enter the group's NCT Smart Industrial Park Plan (NSIP). enterprise.

NCT Group stated that through the above-mentioned agreement, NSIP’s position as an attraction for foreign semiconductor companies to enter Malaysia will be further consolidated. At the same time, NSIP, as the first certified managed industrial park (MIP) in Malaysia, continues to stand out in the region with its unique value. The group’s founder and managing director Datuk Seri Yap Yin Choi said: “The cooperation between the two parties will bring huge business opportunities, and the semiconductor field is also the core of modern technology. I believe NSIP will assist the development prospects of this field.”

"We are optimistic about the prospects of NSIP, and with its ability to integrate technology and sustainable development, it is expected to pave the way for enterprises to thrive."

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tphuang · Nov 22, 2023

Phead128 said:
@tphuang @Blitzo what do you think about moving "Serious" threads into it's own dedicate section "Chinese Science & Technology" outside of the dumpsterfire that is "Members Club"..?? It's a legit concern because people don't know which threads are more "strictly" moderated when you have Funny stuff, Miscellanous News, Indian news next to "Serious" threads like AI, Semiconductors, NEV, etc....which should be sticked flagships at this point.

Please support my proposal here: New section suggestion for 'Chinese Science and Technology'

I think maybe this is something we should be discussion in the moderator thread rather than out in public

KYli said:
Like I said before. I don't agree with you or your moderation or SDF moderation team decision for many things but I would respect your request. However, many threads are not under strict moderation rules before. If you wanted to impose more enforcement, then either you announce them as new rules or inform me which threads you plan to enforce such rules. It is a simple request and I would abide your new rules on those threads.

I am fine with whatever you purpose to do with these threads. I just need a list of threads you plan to enforce more professionalism. If it were just Semiconductor thread or there are more threads that you want to raise standard and impose more enforcement. Just let me know.

As for your other comments, SDF moderation team has never been consistent in moderation and ever changing. So I only care about the general rules and etiquette. If you have additional request that isn't under general rule, either you make a general announcement or be specific in telling me which threads you plan to enforce additional rules. I am under no obligation to respect your personal request on how you plan to run those threads but would respect a new moderation request from moderator.

I have mentioned that this is a heavily moderated thread in several places in the past.

Chinese semiconductor industry

this guy is good at following others account, but he doesn't have any personal sources. From what I can see, Huawei already has the CMOS supply chain domesticated, but DRAM is clearly an issue here. Saying that CXMT has it figured out doesn't make it so How much DRAM did they stock up in...

www.sinodefenceforum.com

Chinese semiconductor industry

It is a sign of strong demands of Mate 60 pro and ample of chips to make them. https://finance.yahoo.com/news/foxconn-offers-higher-hourly-rates-093000092.html

www.sinodefenceforum.com

It does puzzle me as someone who does post a lot here why it's surprising to you that we'd eventually raise concern with you that there are too many links without content?

Even in less moderated threads, moderators don't like people just posting a link with no comment or a one liner. It's not productive for this forum.

If people have gotten away with putting in lower quality posts, that's simply a matter of SDF having not enough moderation resources rather than having those posts being a good thing. We are also regular people here that have regular life to worry about and can't warn and comment and delete everything.

if you take a look at the "Sinodefence forum rules of behavior" thread on this sub forum Sinodefence forum rules of behavior

it says

Stay on topic. Off-topic discussions, if they persist, will be moved or deleted.

When posting a new topic, use the search function, and also look through earlier threads to ensure it is not a duplicate post.

Do not make one line posts. You will be warned if you persist in doing so.

and do not do

Post or take part in meaningless arguments and inappropriate provocation of members.

Post any article by someone else without comments of the poster and a link to it. You are responsible of the content of your links so do not post trash.

you are clearly violating the rules of this sub-forum

If we don't delete every posts or point them out to you earlier, that's because we don't have enough moderation resource or it is hard to delete everything and warn everyone.

Even in this case, I only point this out to you because you are a clear repeat offender. I don't have the energy to warn and delete everyone. So you know I write out these longs posts as a hope that SDF members will know these basic rules and abide by them to keep this thread on topic, useful and having minimal meaningless arguments

tokenanalyst · Nov 22, 2023

tphuang said:
There has been no shortage of posts from me on this particular thread about needing to raise the quality

Some examples from just October:

Chinese semiconductor industry

https://wccftech.com/huawei-mate-60-outselling-iphone-15-in-china/

www.sinodefenceforum.com

Chinese semiconductor industry

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. I think it's better just to discourage bad...

www.sinodefenceforum.com

Chinese semiconductor industry

I don't it funny. I find it depressing and frustrating. Its like the perennial underdog who is constantly trying to impress his peers only to be dismissed no what progress he makes. The lack of respect regarding any Chinese progress from these anti-China think tanker crowd only makes you want to...

www.sinodefenceforum.com

This is possibly the most popular thread in SDF. So it's for our common good to keep this thread well moderated.

Now, I have singled out others on needing to raise the quality of their post before, so this is nothing personal.

In this case, you have posted the following single link posts with not a single word of commentary in just the past month on this thread

Chinese semiconductor industry

https://jw.ijiwei.com/n/884933

www.sinodefenceforum.com

Chinese semiconductor industry

http://zj.news.cn/20231028/1c5005e210404678af77932c50dbff2a/c.html BYD semiconductor has their new fab in Shaoxing starting equipment installation. Expecting 10B RMB total investment, has already put in 4.5B. Expecting 10B yearly output when complete

www.sinodefenceforum.com

Chinese semiconductor industry

https://www.tomshardware.com/tech-industry/semiconductors/chinese-chip-design-software-devs-receive-massive-government-support

www.sinodefenceforum.com

Chinese semiconductor industry

Are their equipments valid for both DUV an EUV? Yes, this tools are for depositing epitaxial thin films or crystals like films over a substrate, after that you can use whatever lithography technique you want to pattern your circuits or whatever pattern you want to print in a photoresist. DUV...

www.sinodefenceforum.com

Chinese semiconductor industry

I have deleted pandaChen posts and replies to that and issued him a warning. He is clearly trolling here. Future infractions will result in suspension. Please do not engage with him on this thread. Your post will also be deleted.

www.sinodefenceforum.com

Chinese semiconductor industry

Chinese companies didn't want to use domestic AI chips，even SOE is no exception https://news.ifeng.com/c/8UAxXrTwOx5 2023年7月，在一次国家政策制定机构组织的内部讨论中，一家国产头部芯片厂商人士曾口头提出一个应对AI芯片“卡脖子”的方案——由政府主导，约束所有数据中心都要采购一定比例的国产AI芯片。当时这一方案并未得到回应。原因是，这并不符合市场原则。此外，当时美国对中国的高端芯片制裁并未到彻底封死这一步，而且国产AI芯片目前还不够好用。...

www.sinodefenceforum.com

Chinese semiconductor industry

@latenlazy and @Phead128 you are entitled to your opinion. I don’t think you understand the criticality of inspection and metrology is developing a new advanced technology node and ramping up to HVM with high yield. your views clearly implies you have no experience in a R&D nor production...

www.sinodefenceforum.com

Chinese semiconductor industry

So, I think the main difference here is that if ASML is able to de-americanize, then it can sell to Chinese customers as it please. It can a So, ASML will just need to de-americanize. That's up to them to do I could be that is not entirely possible for ASML to de-americanize without a clean...

www.sinodefenceforum.com

And this is on top often posting terrible Bloomberg takes and just saying you disagreeing with them like here

Chinese semiconductor industry

https://zhuanlan.zhihu.com/p/652886534 Not sure if posted already, but here is a performance review of latest LoongSon desktop processor: 3A6000. The article is fairly indepth but in Chinese. Basically it is equivalent of gen 10 Intel i3 performance. This is overall performance, same amount of...

www.sinodefenceforum.com

or posts like this where you just copy & paste content from the link without quoting them

Chinese semiconductor industry

Seems like a strawman. What is true though, is that these are commodities and chips act like commodities in the market. They really need companies to stop using 28nm and 14nm chips to boost demand on advanced nodes. Not going to happen for either, but especially 28nm. It's the sweet spot...

www.sinodefenceforum.com

If you are taking quotes from a link, please use Quotes and then add your own opinion

This is all from the past month.

You know, in the past, this sub-forum was just considered a place where people relax and vent. That's kind of the status of "Miscellaneous News" right now. But you know semiconductor is a thread that people really care about. Do we really want Semiconductor thread to become another Miscellaneous News? I really don't think so.

I personally think that only links are not necessary a bad thing as long is on topic, is good to have some context, BUT I would rather 10X like a post that just post a bloomberg or FT link without any context at all than a post with bloomberg or FT link followed by the typical "Uh China is doomed", "Muh EUV is so complex that not even the gods can make one" "Think Tanker xxxx says that will take China a millions of years to achieve to develop XYZ whatever"

KYli said:
Like I said before. I don't agree with you or your moderation or SDF moderation team decision for many things but I would respect your request. However, many threads are not under strict moderation rules before. If you wanted to impose more enforcement, then either you announce them as new rules or inform me which threads you plan to enforce such rules. It is a simple request and I would abide your new rules on those threads.

I am fine with whatever you purpose to do with these threads. I just need a list of threads you plan to enforce more professionalism. If it were just Semiconductor thread or there are more threads that you want to raise standard and impose more enforcement. Just let me know.

As for your other comments, SDF moderation team has never been consistent in moderation and ever changing. So I only care about the general rules and etiquette. If you have additional request that isn't under general rule, either you make a general announcement or be specific in telling me which threads you plan to enforce additional rules. I am under no obligation to respect your personal request on how you plan to run those threads but would respect a new moderation request from moderator.

Phead128 said:
@tphuang @Blitzo what do you think about moving "Serious" threads into it's own dedicate section "Chinese Science & Technology" outside of the dumpsterfire that is "Members Club"..?? It's a legit concern because people don't know which threads are more "strictly" moderated when you have Funny stuff, Miscellanous News, Indian news next to "Serious" threads like AI, Semiconductors, NEV, etc....which should be sticked flagships at this point.

Please support my proposal here: New section suggestion for 'Chinese Science and Technology'

With all due respect but there isn't a dedicate thread to discuss this kind of stuff

KYli · Nov 22, 2023

tphuang said:
I have mentioned that this is a heavily moderated thread in several places in the past.

Chinese semiconductor industry

this guy is good at following others account, but he doesn't have any personal sources. From what I can see, Huawei already has the CMOS supply chain domesticated, but DRAM is clearly an issue here. Saying that CXMT has it figured out doesn't make it so How much DRAM did they stock up in...

www.sinodefenceforum.com

Chinese semiconductor industry

It is a sign of strong demands of Mate 60 pro and ample of chips to make them. https://finance.yahoo.com/news/foxconn-offers-higher-hourly-rates-093000092.html

www.sinodefenceforum.com

It does puzzle me as someone who does post a lot here why it's surprising to you that we'd eventually raise concern with you that there are too many links without content?

Even in less moderated threads, moderators don't like people just posting a link with no comment or a one liner. It's not productive for this forum.

If people have gotten away with putting in lower quality posts, that's simply a matter of SDF having not enough moderation resources rather than having those posts being a good thing. We are also regular people here that have regular life to worry about and can't warn and comment and delete everything.

if you take a look at the "Sinodefence forum rules of behavior" thread on this sub forum Sinodefence forum rules of behavior

it says

and do not do

you are clearly violating the rules of this sub-forum

If we don't delete every posts or point them out to you earlier, that's because we don't have enough moderation resource or it is hard to delete everything and warn everyone.

Even in this case, I only point this out to you because you are a clear repeat offender. I don't have the energy to warn and delete everyone. So you know I write out these longs posts as a hope that SDF members will know these basic rules and abide by them to keep this thread on topic, useful and having minimal meaningless arguments

I don't know what you want from me. I already said that I have no problem respecting your request that no more low effort posts in semiconductor thread and simply asked if you have other threads that need me to exercise such discretion. I don't have time to read every posts in this thread or other threads so didn't notice a change of rules or bother to look into.

As for other threads, if you and your moderation team wanted to enforced your RULES on all threads, I don't have a problem with it. However, if it is just me then sorry I am not going to accept that I am the only one got singled out.

tokenanalyst · Nov 22, 2023

Interesting this is the second post like this, looks like that China supply chain is finding its ways to expand outside Mainland China, this was predicted as the expansion of the Chinese semiconductor supply due US export controls continues.

Jingsheng Shares: Semiconductor single crystal silicon furnace and silicon carbide single crystal furnace have been successfully delivered to Taiwanese customers

Jingsheng (Jingsheng Electromechanical) Shares stated in an institutional survey that the company is actively exploring the Taiwan market and maintaining close technical exchanges with customers. It has already obtained batch orders and the order quantity continues to increase. In addition, the company is also actively developing overseas markets outside Taiwan, China.

Jingsheng Co., Ltd. further stated that the company's semiconductor-grade monocrystalline silicon furnace and silicon carbide monocrystalline furnace have been successfully delivered and accepted in Taiwan, China, and the equipment performed well at the customer's site. Our main competitors in Taiwan are foreign equipment manufacturers such as Germany, South Korea and Japan.

In terms of industrial-grade MOS, domestic silicon carbide devices have been applied. However, it will still take some time for domestic devices to be "on the market" on a large scale. However, Jingsheng shares believe that with the continuous advancement and upgrading of technology and the coordinated development of the upstream and downstream of the industrial chain, it is expected that domestic silicon carbide devices will begin to replace imports around 2025.

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tphuang · Nov 22, 2023

KYli said:
I don't know what you want from me. I already said that I have no problem respecting your request that no more low effort posts in semiconductor thread and simply asked if you have other threads that need me to exercise such discretion. I don't have time to read every posts in this thread or other threads so didn't notice a change of rules or bother to look into.

As for other threads, if you and your moderation team wanted to enforced your RULES on all threads, I don't have a problem with it. However, if it is just me then sorry I am not going to accept that I am the only one got singled out.

I think you should respect that request across the whole of SDF. It is clearly mentioned in the rules of this forum. Now, we have limited moderation resources here, so cannot visit every thread and moderate every posts that cross boundaries. Even in this case, I did not delete anything, but rather ask you to improve your post quality. I'm singling you out in this case, because you have been a particularly bad offender as I have shown in my previous response to you.

My request for you and others here is to just include commentary for each link. We clearly won't delete every single link/word post. We don't have moderation resources to that. It's better for everyone if we can just ask everyone to follow the rules of the forum and for members to carry them out. The forums rules are listed in every sub-forum. Please abide by them.

tokenanalyst · Nov 22, 2023

Pukou district government plans to reward the winners. I really hope that these subsidies goes for companies that purchase domestic equipment, software and services.

Nanjing Pukou plans to release several measures to promote the high-quality development of the integrated circuit industry

The People's Government of Pukou District, Nanjing issued an announcement for public comment on "Several Measures in Pukou District to Promote the High-Quality Development of the Integrated Circuit Industry" (hereinafter referred to as "Several Measures"). The following are the specific contents of "Several Measures":

Encourage enterprises to become bigger and stronger, and provide them with financial rewards based on their annual operating income.

Encourage increased investment in core equipment (domestic equipment or any?) and provide financial subsidies to integrated circuit companies for purchasing core equipment(domestic equipment or any?). If an integrated circuit enterprise purchases core equipment (the original value of a single equipment is 200,000 yuan or more) for 10 million yuan or more, a 10% subsidy will be given based on the actual annual payment.

Support enterprise scientific and technological innovation, and provide subsidies to integrated circuit design companies, manufacturing companies, and public service companies that purchase EDA license authorization, upgrades, or tool kits to conduct research and development and production of high-end chips, advanced or special processes, and provide subsidies based on actual payment costs. Strengthen tape-out support for integrated circuit design companies, and provide subsidies to companies that perform multi-project wafer (MPW) tape-out and first-round full mask (Full Mask) engineering product tape-out.

Encourage the industrialization of innovation results, encourage integrated circuit companies to apply for qualifications such as innovative products, specialized new products, and the first (set) of major equipment, and promote research and development and industrialization, and provide subsidies based on the products and amounts sold during the year.

Encourage the linkage of industrial resources (vertically integrated supply chain?), encourage integrated circuit platform companies to provide EDA rental, IP reuse, simulation accelerator and other services, encourage industry chain manufacturers and system solution integrators to purchase integrated circuit products, equipment, materials, consumables, etc., and encourage design companies to carry out crystal development Funding subsidies will be provided according to different types for circular functionality, reliability, compatibility testing (including mid-term testing and final testing), failure analysis, packaging and other services.

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supersnoop · Nov 22, 2023

BlackWindMnt said:
Didn't ARM china split from its parent? China and RISC-V is fine, the west can't really do a thing except ruining their market access for services and hardware.

If they decide to block China from RISC-V china can just continue with a RISC-V with their own extensions. Given the population that fall under BRICS or SCO Chinese semi conductor design studios will always have access to the bigger market hence more users, more revenue etc etc.

There was a dispute, but it was fully settled in order to do the IPO

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However, quite recently some senior ARM China staff quit to create a RISC-V company, but this has no direct bearing on the company structure.

BlackWindMnt said:
For smartphone usage I expect maybe lower and medium end smartphones to start using RISC-V socs in 2026 or so when more software has been ported. But then again google has already announced they will provide a lot more RISC-V support. Alibaba T-head already started ported android to RISC-V some years ago.

Qualcomm already mentioned that the Snapdragon Wear line (Smart watches) will soon transition from ARM to RISC-V. I mentioned before that this means the Android kernel must be in more advanced stages of the porting process.

Chinese semiconductor industry

Brigadier

Captain

Brigadier

Semiconductor testing and sorting machine company Qingxin Technology invests in Malaysia Technology Park​

Lieutenant General

Brigadier

Brigadier

Brigadier

Jingsheng Shares: Semiconductor single crystal silicon furnace and silicon carbide single crystal furnace have been successfully delivered to Taiwanese customers​

Lieutenant General

Brigadier

Nanjing Pukou plans to release several measures to promote the high-quality development of the integrated circuit industry​

Major

Semiconductor testing and sorting machine company Qingxin Technology invests in Malaysia Technology Park

Jingsheng Shares: Semiconductor single crystal silicon furnace and silicon carbide single crystal furnace have been successfully delivered to Taiwanese customers

Nanjing Pukou plans to release several measures to promote the high-quality development of the integrated circuit industry