Chinese semiconductor industry

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gadgetcool5

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Free Hour-Long Video: Examining China’s Semiconductor Self-Sufficiency: Present and Future Prospects​

Please join a panel of industry experts for a conversation on China’s indigenous semiconductor industry’s technological progress, current market position, growth prospects, and the challenges in closing the gap with global leaders. Panelists include: Randy Abrams, Managing Director, Head of Taiwan Research and Asia Semiconductors at Credit Suisse; Dr. Handel Jones, CEO at IBS, Inc.; Chris Thomas, a leading China and Tech Industry Scholar; and Jimmy Goodrich Vice President, Global Policy at SIA. The session will be moderated by Falan Yinug, Director of Industry Statistics and Economy Policy at SIA.
 

Nutrient

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"In a few years, yes. China will certainly make 5 nm chips sooner than US companies can build entire ecosystems in other countries."

LOL no. Have you learned nothing from this thread? Right now all nodes require US parts for copper wiring and low-k materials. Even for 90 nm it will take five years to build a production line completely from scratch without US parts. Fortunately the US is so far ahead it is not even worried about China manufacturing at 90 nm so that likely won't be sanctioned.

You probably mean high-k. There are plenty of producers of the necessary chemicals outside the US, like Air Liquide (France), Samsung (South Korea), Adeka Corporation (Japan), and even Nanomate Technology (Taiwan). The US could threaten all of them, but is unlikely to succeed. Not much high-k is needed for semiconductors; this should be obvious when you realize that Atomic Layer Deposition (ALD) is used to apply the high-k layers. So it wouldn't take much of a shipload to satisfy China's needs for a long time, long enough for a mainland company to start producing the precursors.

I won't waste everyone's time on your blabbering about copper and 90 nm.


But for the core component of 28 nm, it will likely not be for 3-5 years. This is
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says that SMEE will be producing 28 nm lithography equipment this near or next year. The 3-5 year delay would only happen if SMIC insisted on making its own lithography equipment, rather than buying it from SMEE. Do you actually understand what you write?


[Re: Zhaoxin KX-6000 8-core CPU] So you are telling me that global consumers will buy a laptop with a CPU with worse performance when there are better ones on the market?

Actually, yes. Lots of people will buy a cheaper PC if its performance is good enough. Just as far more people buy Volkswagens than Lamborghinis. An 8-core CPU is probably excessively expensive for most people, but a cheap 2-core or 4-core PC should sell extremely well throughout the world. So if the US stupidly prevents Intel from supplying China, Zhaoxin will grab an enormous chunk of Intel's market. Thus Intel (and therefore the US) will lose.
 
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gelgoog

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People have run benchmarks on the Zhaoxin CPUs and the performance isn't that great.
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Mind you they aren't even comparing it to the latest or highest end Intel and AMD CPUs on those benchmarks.
I suppose it should be good enough for government office PCs but don't expect great performance.
 

localizer

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People have run benchmarks on the Zhaoxin CPUs and the performance isn't that great.
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Mind you they aren't even comparing it to the latest or highest end Intel and AMD CPUs on those benchmarks.
I suppose it should be good enough for government office PCs but don't expect great performance.
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They need to abandon X86 and go full Arm like Apple. X86 is being emulated fine on M1 chip.
 

Oldschool

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Free Hour-Long Video: Examining China’s Semiconductor Self-Sufficiency: Present and Future Prospects​

Please join a panel of industry experts for a conversation on China’s indigenous semiconductor industry’s technological progress, current market position, growth prospects, and the challenges in closing the gap with global leaders. Panelists include: Randy Abrams, Managing Director, Head of Taiwan Research and Asia Semiconductors at Credit Suisse; Dr. Handel Jones, CEO at IBS, Inc.; Chris Thomas, a leading China and Tech Industry Scholar; and Jimmy Goodrich Vice President, Global Policy at SIA. The session will be moderated by Falan Yinug, Director of Industry Statistics and Economy Policy at SIA.
A very generalized viewpointed panel. They don't know Chinese internal semiconductor industry.

What they mentioned is nothing more than in the normal news publications.

They mentioned not a specific Chinese equipment company and product.


Their knowledge is not very good and helpful.
They only mention SMIC. Almost everyone knows that.

Alll and all, they mostly talk about policies and general observation.
 

localizer

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Decisions on licenses have been held up as officials ask follow-up questions about applications in part to determine whether the parts or components could be diverted for use in producing items 10 nm or smaller, sources said.
Lol they're worried because US can't make 10nm or smaller in good capacity.


Hmm despite ASML sales, I don’t think the new fabs will be complete without US equipments .

We shall see if domestic alternatives arise.
 

Nutrient

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People have run benchmarks on the Zhaoxin CPUs and the performance isn't that great.
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Mind you they aren't even comparing it to the latest or highest end Intel and AMD CPUs on those benchmarks.
I suppose it should be good enough for government office PCs but don't expect great performance.

As long as Zhaoxin-based PCs are competitive, they should sell.

Of course, if the US implemented a total chip embargo, Zhaoxin would own the Chinese PC market -- and probably most of the world's. As the company prospered, it would have the funds and the time to make its CPU the world's best. Intel (and the US) would lose.
 

daifo

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As long as Zhaoxin-based PCs are competitive, they should sell.

Of course, if the US implemented a total chip embargo, Zhaoxin would own the Chinese PC market -- and probably most of the world's. As the company prospered, it would have the funds and the time to make its CPU the world's best. Intel (and the US) would lose.

At this point, it is more like usable for education, office work, and light gaming. You can likely get a lot better Intel based computer for the same price. The single core performance is almost 10 years old macbook pro. The combine multicore performance puts it about 5 years old macbook pro and thats using 8 core rather than 4 cores. It will prob need at least a 50% boost in single core to be competitive but really 100% boost to be modern.

A Chinese guy reviews the lower end of the Zhaoxin. It sells for about 300usd, I would prob place it more in the 150-250$ range of netbook/chromebook computers you will find at walmart.

 
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