If oversupply/dumping is the matter, then quotas and production limits on those fabs can solve them without nationalization. China has many economic tools to resolve imbalances in commodities.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Again EUV hegemony over China is the matter
China does not need and will not benefit from forced nationalization of those fabs. If TSMC ever sells its mainland fabs to SMIC, it will do so willingly. Whether to incentivize that outcome is another question.
R&D of EUV will continue regardless, whether funded through company revenue or research subsides.
China doesn't have to finance this US lead EUV hegemony.
Without financing from China market , western EUV industry will get hampered.
China develope its own Euv is different matter
Money for EUV research need not come from chip sales to China. Through govt grants it can come from any source of revenue, including exports of other goods to China. Does this mean China should stop all trade to anyone involved with the EUV supply chain? Of course not.
The only thing China has full control over is its own progress on EUV.
IMO China should let foreign companies to.build.fabs in China ONLY if the supply ecosystem is domestic and then require that from a certain size and.above their equipment must be with domestic IP tech,.so that China could avoid accusations of forcing cutting edge companies to transfer their IP to China.
As an example, in 2022, the gov would say you can operate fabs inside the country but you must use domestic IP tech if your chips are at 28nm and above. This way would allow China to corner the old process market and start building a competitive supply ecosystem
As an example, in 2022, the gov would say you can operate fabs inside the country but you must use domestic IP tech if your chips are at 28nm and above. This way would allow China to corner the old process market and start building a competitive supply ecosystem
there are EU IC company as well or are you saying only targeting SKorea/Taiwan/US company? as for Apple/GM/telsa etc, really? so when you force company like samsung/micron/qualcomm/MS/Intel/TSMC etc etc to sell their stuff at dirt cheap price or revoke the license, you dont think other foreign company gonna worried about the business environment at all. The fact is by doing this, it play right into US hand, they are more than happy to get company out of china, then setup up in US/taiwan/vietnam/SK or other place furthermore targeting TSMC/Japanese IC/SK is just cherry on top for US. so why would china do that??
look we are going this in circle, the fact is China is NOT doing what you saying. Cause china knows there are consequence for that type of actions, hence they are smart about it. Until china is doing it, this conversation is moot
China should just stay on course. It seems to.me that 28nm is getting along nicely and the massive fabs being built in Beijing and Shanghai, i fully expect that China would grab a sizeable portion of its domestic market on old.processes by 2023-24.
And by 2030 i expect that China if it wanted could "press the button" and annihilate sales from foreign companies in the country and grab a
And by 2030 i expect that China if it wanted could "press the button" and annihilate sales from foreign companies in the country and grab a
China policies not necessarily always the best policies there's room for improvement.
Like why need to have trump trade and tech war and sanction to speed up the self suffiency and localization effort.
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