antiterror13
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But India still unable to make one successfully
Chinese semiconductor industry
- Thread starter Hendrik_2000
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But India still unable to make one successfully
Off topic for this thread but worthy of a response
Africa as a market is substantial, if they can be allowed to develop instead of been caught in neo-colonial western traps they can have a better future, most of the more developed ones recognise this hence Ghana not exporting raw Cocoa to Switzerland and processing it themselves and Rwanda putting stiff tariffs on second hand clothing so they can build up domestic clothing manufacturing.
Everything is relative, when your issues are reliable electricity supply, clean water to drink and the clothes on your back, those are the ones to sort out first, 'cheap' manufacturing is a means not an end, what's the point of automation and digitization if you have rolling black outs, conversely automation has come leaps and bounds but I've yet to see a robot make a shirt beginning to end 5G or no 5G!
Recently, watched a video about a Chinese Aluminium factory that was literally moved from Shandong to Yunnan to take advantage of cheap hydro-electricity, so its not beyond belief that in the future clothing manufacturing lines in the pearl river delta could be moved wholesale to east Africa but before that can happen power plants, roads, railway lines and ports need to be in place, the workforce educated and what's China doing and building in Africa?
If you loose the IMF/World bank mindset the world will become a much better and clearer place
Back to semiconductors, the basic economics of investment is that you sweat the fab assets because they are so very capital intensive i.e. while your new process ramps up for the latest gee whiz smart phone, last year's process can be utilised for more mundane things. China which is not at the cutting edge of semi-conductor manufacturing processes played in the more commodity side of the market which presently is a key growth area, while smart phone refresh cycles have elongated IoT, smart appliances, vehicles are a massive growth market so while TSMC and Samsung push forward with more aggressive processes there was a growing capacity gap in their wake, they aren't going to invest in any more new 40 or 28nm fabs and you don't need a pricey 5nm process chip for a fridge! The older processes are largely where Chinese manufacturers are/have been operating and cutting their teeth. Whilst the world wide semi-conductor shortage is partially the result of supply side hiccups due to covid and demand side issues resulting from the working at home brigade and Huawei's massive purchases ahead of a US sanction deadline.
The US black listing of Chinese semi-conductor manufacturers has had unforeseen consequences because while China is able to churn out electric cars by the million, if you are a fab you need to sell your output to someone, in the US they've literally running out of micro-controllers for vehicles because they've chosen to cut themselves off from a large chunk of the supply, resulting in production delays and more US angst!
Sometimes its just like watching the keystone cops.......
The US black listing of Chinese semi-conductor manufacturers has had unforeseen consequences because while China is able to churn out electric cars by the million, if you are a fab you need to sell your output to someone, in the US they've literally running out of micro-controllers for vehicles because they've chosen to cut themselves off from a large chunk of the supply, resulting in production delays and more US angst!
Sometimes its just like watching the keystone cops.......
I just wish Huawei stay quiet, giving your inkling is a justification for sanction that's how paranoid the American is. Let us finished our FAB first before doing this pronouncement.
from CnTechPost
With the rapid rise in 5G penetration in China, discussions about are on the table.
Huawei says it wants to start making 6G commercially available around 2030, in what may be the first time a Chinese tech giant has proposed a clear timeline for the commercialization of next-generation communications technology.
On April 12, Huawei held a global analyst conference. Xu Zhijun, Huawei's vice chairman and rotating chairman, mentioned this timeline when explaining Huawei's overall strategy at the conference.
In June 2020, Huawei entered into a strategic partnership agreement with China Unicom and Grandstar Cargo to jointly develop 6G connectivity. Huawei has also established a 6G R&D center in France.
In addition to Huawei, another Chinese communications giant, ZTE, has also been developing 6G. ZTE has said that the company's pre-research team is gradually overcoming various key 6G prototype technologies.
In response to investor questions on Dec. 28 last year, ZTE said again that the company has invested in 6G R&D and is actively engaging in exchanges and cooperation with industry peers.
China's 6G development is accelerating, driven by Huawei and ZTE.
Many local operators, equipment suppliers, terminal suppliers, and other interested companies have released 6G white papers and made some 6G layouts and predictions.
In November 2020, China launched an experimental 6G communication satellite, enabling the world's first terahertz wave space research and development. This makes China's 6G research a step further.
6G communication is no longer limited to terrestrial communication. As a result, terrestrial communication networks will be connected to communication satellites for global signal coverage on land, in the sea, and in the air. At that time, there was a smooth signal in areas off the beaten path such as the ocean, deserts, and deep mountains.
Compared to 5G, 6G will be 50 times faster and latency will be greatly reduced. This will also lead to further development of telemedicine and tele-education.
from CnTechPost
Huawei aims to make 6G commercially available by around 2030
April 12, 2021With the rapid rise in 5G penetration in China, discussions about are on the table.
Huawei says it wants to start making 6G commercially available around 2030, in what may be the first time a Chinese tech giant has proposed a clear timeline for the commercialization of next-generation communications technology.
On April 12, Huawei held a global analyst conference. Xu Zhijun, Huawei's vice chairman and rotating chairman, mentioned this timeline when explaining Huawei's overall strategy at the conference.
In June 2020, Huawei entered into a strategic partnership agreement with China Unicom and Grandstar Cargo to jointly develop 6G connectivity. Huawei has also established a 6G R&D center in France.
In addition to Huawei, another Chinese communications giant, ZTE, has also been developing 6G. ZTE has said that the company's pre-research team is gradually overcoming various key 6G prototype technologies.
In response to investor questions on Dec. 28 last year, ZTE said again that the company has invested in 6G R&D and is actively engaging in exchanges and cooperation with industry peers.
China's 6G development is accelerating, driven by Huawei and ZTE.
Many local operators, equipment suppliers, terminal suppliers, and other interested companies have released 6G white papers and made some 6G layouts and predictions.
In November 2020, China launched an experimental 6G communication satellite, enabling the world's first terahertz wave space research and development. This makes China's 6G research a step further.
6G communication is no longer limited to terrestrial communication. As a result, terrestrial communication networks will be connected to communication satellites for global signal coverage on land, in the sea, and in the air. At that time, there was a smooth signal in areas off the beaten path such as the ocean, deserts, and deep mountains.
Compared to 5G, 6G will be 50 times faster and latency will be greatly reduced. This will also lead to further development of telemedicine and tele-education.
I think this youtuber is a SDF member...LOL and the people who commented are likely members too and I suspect AKKA is @Crang...LOL
China already build DLW (Direct Laser Writing) to replace EUV especially for the 5nm. China will build on the DLW for the rest of the advance chips. How far TSMC and Samsung go? 1mn perhaps? No, SMIC using DUV has gone up to FINFET n+1 and n+2, 8nm and 7nm to be mass produced this year. SMIC is also doing 14nm with DUV. SMIC is focusing on the 95% market which is 14nm and beyond. That is why SMIC profit triple. Once SMIC FINFET n+2 true 7nm mass produced China will just buy local. Strange that the two factories in Beijing and Shanghai where Beijing focus on 14nm and above and Shanghai on anything below 14nm to FINFET n+1 and n+2 to be ready this year apparently. The world is going to lose China usd350 and growing semiconductor market especially when the DLW machine mass produce on the 5nm. USA blacklist China in semiconductor has caused China to hoard, to not export the 14nm + beyond and local players all set up to build their own foundry or get behind SMIC. Last, it will completely take China of the market place and worse when China start to dump those chips at a much cheaper price all foundries including Intel will suffer.
SMIC already start producing 7nm Q3 this year and will mass produce 7nm by Q1 next year. So it's just 1-2 gen behind TSMC which is currently at 5nm going to 3nm in 22.
You are not up-to-date. Chianese company is going production on 7nM now.
China already build DLW (Direct Laser Writing) to replace EUV especially for the 5nm. China will build on the DLW for the rest of the advance chips. How far TSMC and Samsung go? 1mn perhaps? No, SMIC using DUV has gone up to FINFET n+1 and n+2, 8nm and 7nm to be mass produced this year. SMIC is also doing 14nm with DUV. SMIC is focusing on the 95% market which is 14nm and beyond. That is why SMIC profit triple. Once SMIC FINFET n+2 true 7nm mass produced China will just buy local. Strange that the two factories in Beijing and Shanghai where Beijing focus on 14nm and above and Shanghai on anything below 14nm to FINFET n+1 and n+2 to be ready this year apparently. The world is going to lose China usd350 and growing semiconductor market especially when the DLW machine mass produce on the 5nm. USA blacklist China in semiconductor has caused China to hoard, to not export the 14nm + beyond and local players all set up to build their own foundry or get behind SMIC. Last, it will completely take China of the market place and worse when China start to dump those chips at a much cheaper price all foundries including Intel will suffer.
SMIC already start producing 7nm Q3 this year and will mass produce 7nm by Q1 next year. So it's just 1-2 gen behind TSMC which is currently at 5nm going to 3nm in 22.
You are not up-to-date. Chianese company is going production on 7nM now.
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No Direct Laser Writing/Laser Direct Write (LDW) is not a substitute for EUV because LDW is very slow. LDW is useful for R&D, prototyping and mask making
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Captain
Isn't China making huge progress in EUVL research (though we don't seem to hear much about the light source, for whatever reason)?
Sorry, off topic, but I suggest this book be read....
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i think that there's so much interest in these arguments in china. The country seems on full national mobilization to acquire indipendence on chip manufacturing. Many chinese companies can design high tech cpu gpus etc, so the step to manufacture them is not so long. I don't think that these euv machines are more difficult to obtain than a stealth fighter or bomber (within china grasp) i think they are more easier to obtain technologically speaking since china can use their spy masters to obtain much more informations than it's necessary to develop military tech. And these machines are supported by a great internal market.
This is what investing in the future mean, you need to sow the seed first and wait the fruit to blossom
from CnTechPost
is a chip design division at Huawei, not a profitable company, and Huawei has no profit claims on it, Huawei's rotating chairman Xu Zhijun said at an analyst conference Monday, adding that it will keep the team as long as Huawei can afford it.
"This team can keep researching, developing, and preparing for the future," Xu said.
Huawei massively increased its inventory reserves in 2020 in response to US sanctions, leading to a reduction in cash flow.
As for how much inventory Huawei has left in reserve, Xu said they can still satisfy enterprise customers, but not forever.
"Therefore, Huawei will be more focused and focus on key customers, in order for Huawei to live a little longer," he said.
Xu said Huawei is a big customer in the semiconductor industry, and China is a huge chip market, and there are probably many companies here that are worried about the future like Huawei.
"Faced with such a large demand, we believe there will always be companies to invest and find ways to meet the needs of Huawei and other Chinese companies in the chip sector," Xu said.
The US restrictions on Huawei have undermined the system of trust in the global semiconductor chain, causing panic stockpiling by companies around the world and ultimately leading to global semiconductor supply constraints and shortages, he said.
Whether these restrictions will trigger a new global economic crisis in the future is also unknown, it's the fundamental answer in rebuilding global trust and restoring global industry chain cooperation, according to Xu.
from CnTechPost
Huawei says it will keep HiSilicon team and has no profit claims on that chip business
April 13, 2021is a chip design division at Huawei, not a profitable company, and Huawei has no profit claims on it, Huawei's rotating chairman Xu Zhijun said at an analyst conference Monday, adding that it will keep the team as long as Huawei can afford it.
"This team can keep researching, developing, and preparing for the future," Xu said.
Huawei massively increased its inventory reserves in 2020 in response to US sanctions, leading to a reduction in cash flow.
As for how much inventory Huawei has left in reserve, Xu said they can still satisfy enterprise customers, but not forever.
"Therefore, Huawei will be more focused and focus on key customers, in order for Huawei to live a little longer," he said.
Xu said Huawei is a big customer in the semiconductor industry, and China is a huge chip market, and there are probably many companies here that are worried about the future like Huawei.
"Faced with such a large demand, we believe there will always be companies to invest and find ways to meet the needs of Huawei and other Chinese companies in the chip sector," Xu said.
The US restrictions on Huawei have undermined the system of trust in the global semiconductor chain, causing panic stockpiling by companies around the world and ultimately leading to global semiconductor supply constraints and shortages, he said.
Whether these restrictions will trigger a new global economic crisis in the future is also unknown, it's the fundamental answer in rebuilding global trust and restoring global industry chain cooperation, according to Xu.
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