Chinese semiconductor industry

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antonius123

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@antonius123 It will be a race between, TSMC, Samsung and now Europe, let see who will come on top, but for me I see a problem, if all three had succeeded who will be their customer? Is it economically viable if the sanction on Chinese company is still in place? And if Europe is going to develop a 2nm, will that be a conflict of interest since TSMC and Samsung is ASML major customer?

Major customers will be the smartphone vendors like Samsung, Iphone, Xiaomi, Vivo, OPPO etc.
Besides, the more chip manufacturers the cheaper chips will be, maybe computer vendors will be using the most advanced chip (eg: 2nm) also just like smartphone.
 

antonius123

Junior Member
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Good move by the EU, but I agree that the 5nm goal is overambitious and I dont know if they will have enough sellers to sell their advanced chips (could be solved by tariffs, require some manufacturing to be located in EU etc)

Not necessarily EU's customers.

Chinese/Korean/Japanese customers could also place order to them.
 

voyager1

Captain
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Not necessarily EU's customers.

Chinese/Korean/Japanese customers could also place order to them.
Japan and Korea yes, but why would China?

I mean, by the time their 5nm factory is ready (in 10-15 years, this is just a roadmap for now), by then China should have enough capacity domestically
 

antonius123

Junior Member
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Japan and Korea yes, but why would China?

I mean, by the time their 5nm factory is ready (in 10-15 years, this is just a roadmap for now), by then China should have enough capacity domestically

It depend on how fast they can reach the 2nm target; if they can arrive there within 5 to 10 years then their immediate competitors perhaps will still be TSMC and Samsung. Their experience maybe is equal or behind China now, but they dont have trouble in getting EUV Lithography, EDA, and any other most advanced tools.
 

Oldschool

Junior Member
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What? That's because the US is holding the bargaining power. It is up to them to ban access. They lose some money but they think banning and forcing China to go for at least years without state of the art tools is worth it. Why would CCP stop Chinese companies from profiting and progressing in whatever non-involved fields they are in?? Why would China hurt itself to hurt TSMC? If such action would reverse TSMC decisions on fabricating those latest chips for Chinese firms, then sure. But it won't.

No idea what you guys are on about. On this topic, China has nothing to respond with except put their heads to work on the problem, the real problem - self sufficiency. It'll take years more but no doubt the US noticed that China was starting it already or at least had the intentions to get there before 2030 so they issued this tech war now because at least they can stop China from having any state of the art for the time being.

Banning Chinese companies from using TSMC is going to do nothing for the problem and only hurt Chinese companies lol.
Matter of principal. An eye for an eye. If not why bother to have nuke weapons for MAD.

Hurting Chinese company if TSMC.
banned? Lol

Name one.

FYI Baidu, Alibaba using Samsung. Huawei, phytium, Sunway already out.
 
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gelgoog

Lieutenant General
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Increasing production of semiconductors in Europe is a complete non-starter. Giving money to companies outside the EU to setup a factory there is even worse. The EU would be better off trying not to lose what vanishingly small industry they do have.
 

sinophilia

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Yes, but almost all scientific inventor is westerner. I wonder if caucasian brain is far superior than asian.

Only an Asian would say that. If there is any evidence it is that East Asians have noticeably higher IQs than Whites (105 vs 100, with the disparity being even more in spatial and mathematical ability).

Of course East Asians like yourself lack confidence, willpower, and strength display more than any other race or people on Earth, which is probably one of the two major issues with Chinese attempts at success and international recognition (but really all other East Asians, as even Japanese and to a certain extent Koreans struggle with this). You see it especially in East Asian immigrant communities, whether they be in the US or Australia or Singapore. Within a few generations the great majority are desperate to fit in at all costs despite having no reason to since they outperform all other groups in all measures.

Notice how Indians NEVER change their first names to signify their assimilation and submissiveness, yet it seems every East Asian of influence ends up being named some Western Christian name. Just shitting on thousands of years of history in an attempt to fit in.
 

BlackWindMnt

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Increasing production of semiconductors in Europe is a complete non-starter. Giving money to companies outside the EU to setup a factory there is even worse. The EU would be better off trying not to lose what vanishingly small industry they do have.
Wasn't it posted here recently that they tried to convince a European company to become a high tech end semi conductor fabricator but the European company said something akin like we will not do it there's no market for it. Given that there are no European brands that need sub 10nm chips any time soon, we here in Europe don't have a Apple, Huawei, Xiaomi, Google, Amazon or a Microsoft.
 
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