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Captain
Like I said, if Matt Pottinger is responsible for this fiasco, LAM-AM-KLA Tencor and ASML will probably want to pay him a visit soon.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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They are at China soil. All at the decision of Chinese government. Just revoke the license inside China they will have to sell.
Do you think they could package the equipments and ready to move their stuffs out of China?
Just like Chinese companies got cleaned inside US or India and nothing can be done about it
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not gonna work, for one TSMC/Samsung/intel core tech R&D/Fab etc are not in china, revoke license just mean they can move out. if it were that easy and without retaliation from other countries, china would done it by now. not that hard to pack up and go if the business environment is not friendly.
Don't need to. Cmxt , and ymct can come in and reprogram the machines for their own production.
Not that easy to move out. Without clearance papers, nothing can be moved in China's road. Cops will stop you and ordering your trucks carrying the equipment to park at designated area.
And no one will answer you if you try to get the clearance papers to move out.
If your government trying to contact Chinese government, no one will answer the phone.
Your truckloads of equipments will get detained by police forever.
You got so frustrated and just to sell it at discount
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Will the long awaited destruction of TSMC begin now? Perhaps some mainland fabs should be sold to SMIC... while they still can
There's probably more than enough demand for all process nodes to steal business from one another. Unless SMIC can outprice TSMC, Intel, GloFlo, Samsung which doesn't seem likely since SMIC's fabs are new and need time to make a return on investment.
Maybe in 10 years we will see China completely take over all 14nm+
100% tariff will finish the job. Taiwan is not a country so they can't sue China in the WTO.
Remember that story a few months ago, where the SMIC executive from Taiwan said he was going to resign (forget his name) and wrote a registration letter, but eventually he stayed, which kind of showed it was all fake!
The registration letter claimed that SMIC had 14nm ready and had already had the 7nm and 5nm nodes prepared and needed the equipment, something like that, forget now. Seems like that is all true.
I have to expect SMIC will be around 7nm sometime this year. They at full production at 14nm. Someone in China will do it, the first mover there will grab everything.
At 7nm, if or when SMIC manufacturing gets there, then a mainland Chinese fab would be more advanced than any fab in America.
Now that would be so funny!
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@horse bro its Liang Mong Song my idol, he had made a lot of contribution to SMIC and whatever issue he had with the company he stayed so that he can finish the job, 14nm ,7nm 5nm and maybe 3nm node is his baby, he wanted to leave a mark and SMIC is the only company that will give him that platform.Remember that story a few months ago, where the SMIC executive from Taiwan said he was going to resign (forget his name) and wrote a registration letter, but eventually he stayed, which kind of showed it was all fake!
The registration letter claimed that SMIC had 14nm ready and had already had the 7nm and 5nm nodes prepared and needed the equipment, something like that, forget now. Seems like that is all true.
I have to expect SMIC will be around 7nm sometime this year. They at full production at 14nm. Someone in China will do it, the first mover there will grab everything.
so why didn't they done so already lol. the idea of force all those company intel/samsung/umc/tsmc to sell their stuff or get out is non starter, if china do that what do you think every other company will do. you are basically suggesting china doing what trump does and more. beside i mention before most their core tech/fab is not in mainland, so how you gonna force them to sell it
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