Chinese semiconductor industry

Arcgem said:

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.

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Why don't convince your government to let Huawei telecom stay instead of rid them!

That's pretty hypocritical just ask China to show generosity without giving something in return.

Both Korea and Taiwan don't use any China telecom equipments. China doesn't need to show any good wills to them.

China can control how to spend its own money.

Like full blockage of Australian goods.

Huawei telecom gears is the litmus test. Any country don't use Huawei is basically antiChina.
Korea, Taiwan and US don't use Huawei gears. They are antiChina.

Samsung, hynix, tsmc , Intel fabs can be taken down in China.

All those talks are BS if the Huawei litmus test not passed

Germany and France are cool because they allow Huawei telecom gears.

Oldschool said:

Why don't convince your government to let Huawei telecom stay instead of rid them!

That's pretty hypocritical just ask China to show generosity without giving something in return.

Both Korea and Taiwan don't use any China telecom equipments. China doesn't need to show any good wills to them.

China can control how to spend its own money.

Like full blockage of Australian goods.

Huawei telecom gears is the litmus test. Any country don't use Huawei is basically antiChina.
Korea, Taiwan and US don't use Huawei gears. They are antiChina.

Samsung, hynix, tsmc , Intel fabs can be taken down in China.

All those talks are BS if the Huawei litmus test not passed

Germany and France are cool because they allow Huawei telecom gears.

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This is exactly the black-and-white thinking that should be avoided. Just because a country passes over Huawei doesn't make it anti-China. Neither is allowing Huawei what makes a country "cool".

South Korea frequently clashes with Japan over issues, both political and economic, preventing it from fully embracing a US-led coalition with Japan, unless seriously provoked.

And remember: France buying Huawei doesn't negate Macron's accusations against China over Xinjiang.

For now, the best course of action for China is to focus on cultivating its own semiconductor technology. The ongoing government meetings so far are very promising with regard to tech independence.

Arcgem said:

This is exactly the black-and-white thinking that should be avoided. Just because a country passes over Huawei doesn't make it anti-China. Neither is allowing Huawei what makes a country "cool".

South Korea frequently clashes with Japan over issues, both political and economic, preventing it from fully embracing a US-led coalition with Japan, unless seriously provoked.

And remember: France buying Huawei doesn't negate Macron's accusations against China over Xinjiang.

For now, the best course of action for China is to focus on cultivating its own semiconductor technology. The ongoing government meetings so far are very promising with regard to tech independence.

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According to China , Huawei issue is the real test. Country can't failed it and still try to sugar coat it. China will settle that score sooner or later.

There's certain standard to meet. Either you pass or fail. Yes, it's black and white. There is no half passed and half failed.

Oldschool said:

According to China , Huawei issue is the real test. Country can't failed it and still try to sugar coat it. China will settle that score sooner or later.

There's certain standard to meet. Either you pass or fail. Yes, it's black and white. There is no half passed and half failed.

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China told Germany publically , you ban Huawei, we will ban your car.
It's very clear cut.
You ban Huawei, we will ban your fabs.

Countries that don't want to offend US and China at the same times can work it out. Have Huawei equipments installed but have Huawei logos taken out and replaced with something else.. as long as Huawei inside you can use whatever surface covers. Officially banning Huawei but internally have modified Huawei gears installed.

I mean It's not like US can audit your systems ..

As far as I know, the South Korean government allows Huawei's telecom equipment despite pressure from the US and Anti-China public sentiment and I think out of the 3 telecoms, LG (which is Samsung's competitor in electronics) partially uses Huawei's equipment.

The US pressuring South Korean telecoms is one thing, yet another issue in South Korea I think is more to do with Samsung. Samsung rules in South Korea and so many businesses are dependent on Samsung. Samsung makes telecom equipment as well, making Huawei Samsung's competitor. It must be difficult for other companies to choose Samsung's competitor, especially a foreign one, which will anger Samsung.

It's a well known story that Samsung put pressure on South Korean telecoms not to introduce Apple iPhone to the market, and the first one that introduced iPhone got discriminated by Samsung for years. Apple iPhone was a retail product with huge consumer demand, on the other hand, it's not the case for Huawei equipment. I read that S. Korean telecoms feel pressure from Samsung against Huawei equipment as well. South Korean telecoms have few incentives to choose Huawei over Samsung and risk damaging their relationship with Samsung.

China, US semiconductor associations set up working group to build trust​

After several rounds of discussions and consultations, the semiconductor industry associations of China and the United States announced Thursday the establishment of a "China-US Semiconductor Industry Working Group on Technology and Trade Restrictions" to promote trust between the two sides

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Lmao what trust? I dont see any trust remaining here and if there are still any delusional domestic companies still trusting foreign IC equipment and supplies then i expect the CCP to clean them up behind doors.

Still, a positive development though as both sides get something. US IC companies can keep one foot to the chinese market and ensure that things don't spiral out of control with bans hurting them.

From the Chinese IC size it may avoid any further Huawei style bans on them and the deal with the US IC companies may pressure these companies to lobby the US on to relax some restriction.

If this agreement holds up and is productive I view this as a China win as it forces a stalemate. And a stalemate is beneficial for them because the domestic IC industry is not fully developed yet and the only thing they are lacking now is time.

Is Loongson the one who AMD had joint venture cooperation with? and also perfect timing they can be FAB in the newly built SMIC SN1 12nm FAB in Shanghai.

From CnTechPost

Chinese chipmaker Loongson's new 12nm chips coming soon​

March 11, 2021
Chinese chipmaker Loongson recently said that Loongson 3A5000 and 3C5000 made with 12nm process will be launched soon.
This is according to Union Tech, the developer of Unity Operating System (UOS), which said in a that Loongson's vice president Zhang Ge made the remarks during a recent seminar.
Ni Guangnan, an academician of the Chinese Academy of Engineering, said he hopes the latest Loongson 3A5000/3C5000 products will be available soon.
He also said he looked forward to Loongson's next step in joining the open-source instruction consortium system and making a more important contribution to China's efforts to build its own open-source industry system ecosystem.
Loongson Technology founder Hu Weiwu said in April 2020 that the Loongson 3A5000, a 4-core 2.5GHz chip with a 12nm process, would tape out in the first half of 2020.

Loongson 3A5000 not only increases the main frequency and the number of cores but also the memory controller latency bandwidth optimization and doubles the LLC.
The Loongson 3C5000 with 12nm process has 16 cores to support 4-16 way servers and would tape out in the second half of 2020.
Hu said at the time that the new Loongson's general-purpose processing performance was comparable to AMD's.

voyager1 said:

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Lmao what trust? I dont see any trust remaining here and if there are still any delusional domestic companies still trusting foreign IC equipment and supplies then i expect the CCP to clean them up behind doors.

Still, a positive development though as both sides get something. US IC companies can keep one foot to the chinese market and ensure that things don't spiral out of control with bans hurting them.

From the Chinese IC size it may avoid any further Huawei style bans on them and the deal with the US IC companies may pressure these companies to lobby the US on to relax some restriction.

If this agreement holds up and is productive I view this as a China win as it forces a stalemate. And a stalemate is beneficial for them because the domestic IC industry is not fully developed yet and the only thing they are lacking now is time.

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lol ..these people never learned

Oldschool said:

According to China , Huawei issue is the real test. Country can't failed it and still try to sugar coat it. China will settle that score sooner or later.

There's certain standard to meet. Either you pass or fail. Yes, it's black and white. There is no half passed and half failed.

Click to expand...

Don’t forget singapore, the tiny dot in asia