I mean this fab.
The line is made by Chinese eq or also foreign? I mean I hope they won't be sanctioned if foreign eq is also used.
As long as China has equivalent indigenous technology I doubt US will sanction them.
I mean this fab.
The line is made by Chinese eq or also foreign? I mean I hope they won't be sanctioned if foreign eq is also used.
Yes,So does than mean China needs to increase military spending so that it can deal with both the US and Europe at the same time just in case EU changes its plans?
It's humiliating but SMIC had to bear it, eat bitterness my friend within the year hopefully a domestic solution will arrive.
from CnTechPost
SMIC reportedly gets supply licenses from US suppliers
March 1, 2021
SMIC has obtained supply licenses from some US equipment vendors and can resume supply of semiconductor equipment for mature processes such as 14nm and 28nm, according to .
SMIC has been trying to apply for some key equipment for the 14nm process, but it has not been approved.
US equipment suppliers have recently resumed the supply of components and field services to SMIC. After formally receiving a supply license from the US equipment vendor, SMIC will have a promising operational outlook, according to a report issued by Morgan Stanley.
After SMIC was placed on the US’s Entity List last year, suppliers of products or technologies subject to the US Export Control Regulations must first obtain an export license from the Department of Commerce of US before supplying to SMIC.
For products or technologies for 10nm and below (including EUV lithography), the Department of Commerce will adopt the Presumption of Denial policy for review; SMIC's provision of foundry services to some special customers may also be subject to certain restrictions.
From the available news, SMIC's sub-10nm process, especially the future 7nm and 5nm process, still has a long way to go.
After the company was included in the entity list, the company and its suppliers both actively apply for permits, said co-CEO Zhao Haijun during SMIC's Q4 2020 earnings call.
Who knows, probably China made some comments and US suppliers wanted money and also theres the chip shortageYes,
Humiliation aside, why would US grant these licenses in the first place? Something doesnt feel right
Actually you're looking at the very short term instead of the long term. In the long term, China can build everything itself. Nobody can innovate and develop like China. In the short term, it may cause difficulties (which will accelerate China's drive) but that's under the assumption that the US can even get these countries to line up for it. There is no such thing as allies, only temporarily allied interests. As the US stuffs its head into containing China to remain the world hegemon, other countries can see the big picture, which is that every time China is banned from something, they make it themselves, and foreigners lose market share. That's their market share that the US wants to throw under the bus doing the same experiment over and over again hoping for a different result.I dont think US will suffer and they dont care actually. They have many allies and US and its allies control almost all semiconductor equipment and market. If decoupling happen, china will lose almost everything at long term. US can block China access to their chips and china cant even find replacement. Huawei is the example and nothing can they do about it.
I don't think you understand the meaning of the word, "focus." Huawei is focused on the telecoms tech it was always focused on. It's now also focused on developing its own chip line. However, it has looked into EV car manufacturing and apparently pig farming as well from a technological standpoint as side-gigs to expand the financial resources it needs to remain the world leader in 5G and 6G. If you see an opportunity to make money, take it.Huawei is now focus on pig farming because they cant produce phone anymore.
We'd indeed have to imagine, because the more of them that are sanctioned, the larger the pool and alliance to create a Chinese chain of everything. If American sanctions can unite them for survival from the divided entities they are fighting for money, then that's a goal that even MIC2025 did not imagine. But even without this, Chinese progress on chip manufacturing at the current speed is likely enough for them all to eat free lunches should there come the need.Imagine this fate will happen to xiaomi, BBK electronic, Lenovo, DJI, electric car, satellite, Haier, TCL etc.
This is actually the most wildly optimistic outcome imaginable from an American standpoint. What's actually for sure is that in the long term, anything denied to China will be made by China.China electronic export will collapse for sure
Well in a way, they are correct.
That's accepting US primacy and surrender and accept whatever roles US give them.
They can then enjoy their ways of life.
I don't know about the fate of China long term in this conflict with US led coalition. The main thing is to destroy hegemonic elements as much as possible. Master semiconductor and spread it throughout China and non western countries.
Remember Soviets fell behind mainly because they lacking in semiconductor and CNC technology.
And of their economy also lacking.