Chinese semiconductor industry

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BoraTas

Captain
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@WTAN and others,

Do the Taiwanese and TSMC specifically manufacture anything materially towards the semiconductor fabrication chain?

I'm pretty sure there ought to be some suppliers. Surely Taiwan and TSMC isn't just betting on Human resource as its input in the manufacturing chain
As far as I know Taiwan is razor-focused on the fabrication part. They probably produce some equipment too but nothing substantial.BTW how is the situation of wafer manufacturing in China? Can China manufacture 300 mm wafers?
 

horse

Colonel
Registered Member
It's nothing like that at all.
We'll have to see how Chinese fab proceeds from here.

Exactly, I completely agree.

Folks should look at it from another angle too.

In hindsight, what did China Inc. do to try to beat the semiconductor restrictions?

One, do a stockpile. Two, let China Inc. take care of the rest.

That is all it took. A stockpile of chips. Then business as usual proceeds. And life goes on.

There is panic in the air. But that is not from China Inc.
 

horse

Colonel
Registered Member
Lmao do you really guys believe that the US would hand over the crown and allow China to walk over them?

It is China's fault that it doesn't have domestic IC capabilities. Why should the US give technology to their enemies?
A few ways to respond to this, just for fun.

1) What the United States government is doing is a little different this time, because they are coercing other countries outside of the United States to do their bidding. That will push people's buttons like it is Imperialism and that will push the people's war ideology!

2) When we buy a car, we can drive it anywhere we want and do anything to it. Those are the accepted rules, once you buying something, that item is yours. Here, the United States unilaterally changed the rules when no one expected it. Even though people in a third country bought the machine from America, now the US government says they still control it. Why buy something from America when you don't own it, because America owns yo' ass! This is kind of funny, because the US government thinks these actions will work in the long run.

3) We do not live in the old days anymore, and the current cultural mores is to proclaim the woke-ism and say I am oppressed like a black man. Or black woman. Now give me my UBI.

:D
 

voyager1

Captain
Registered Member
2) When we buy a car, we can drive it anywhere we want and do anything to it. Those are the accepted rules, once you buying something, that item is yours. Here, the United States unilaterally changed the rules when no one expected it. Even though people in a third country bought the machine from America, now the US government says they still control it. Why buy something from America when you don't own it, because America owns yo' ass!
I agree with this. IMO, the biggest mistake Trump did, was what you just mentioned.

Everyone with half a brain knew that the US could do this, including the Chinese Gov, however the businesses and CEOs were worshipping Western Technology, chasing profits and they drank the globalization kool-aid where they truly believed that the world was fair and trade would always flow irrespective of politics (lol)

So with the Trump actions, a bomb blowed up on the faces of Chinese businesses who just couldn't believe that their beloved US would block them from accessing US magical tech and components.

So after that happened, the Chinese gov(Xi included..) I am sure was celebrating because they could finally convince the private sector to abandon the US supplies.

However there are still some idiots in the private sector who still believed that with Biden everything would return to the 2000s, so you can imagine their shock when the Chinese Supercomputer companies were sanctioned by Biden lol
 
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Xizor

Captain
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As far as I know Taiwan is razor-focused on the fabrication part. They probably produce some equipment too but nothing substantial.BTW how is the situation of wafer manufacturing in China? Can China manufacture 300 mm wafers?
The plant currently has nine production lines for 8-inch wafers and two high-tech production lines for 12-inch wafers, with a total yearly production capacity of 2.4 million 300 mm wafers, 5.4 million 200 mm wafers and 4.8 million 150 mm wafers.

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The company is Japanese but seem to have a Chinese subsidiary.

There are solar panel wafer suppliers. They too are focused on silicon wafers.Maybe they also supply for computing semiconductor chip?

Emei Semiconductors for example.
 
D

Deleted member 15949

Guest
The problem runs deeper than just EUV technology... America has monopoly on x86 and with Nvidia buying ARM, there goes the entire IoT industry... x86/64 includes AMD which and other Intel clones...

Even if SMIC magically catches up tomorrow, it cannot replace the x86 processor. All desktop, laptop, etc use motherboards with sockets and chipsets that are tailored to Intel x86 and even a more limited scope America ban of just Intel processors will force most if not all computer makers to rip their supply chain and factories out of China...

Many software/OS like Windows, Autodesk, Adobe, and even AAA title PC games only work on Windows and only on x86....modern gaming for example requires Directx12, and for that you needs Microsoft Windows 10. Applications like Adobe Photoshop or Autocad, 3dsmax, etc need to be ran on either x86 processor or Apple Mac, all of which US can ban export to China... its the same reason Linux hasnt replaced Windows, because vast majority of software ecosystem was written for Windows. The US oil company I work for still runs some Windows 2003 servers because some properitary applications were written for it decades ago and they cannot just rip it out... Likewise Nvidia pushing the market to adopt DLSS means it has a leg up on AMD GPU, and thats also true for upcoming Chinese GPUs... gamers will wants games that support DLSS and AMD cannot offer that, but most likely US will force TSMC to ban Chinese GPU companies soon...

Even if China can fab 3nm chips tomorrow, most of the computing world are already on US platform and US can and will exploit and leverage this momentum and inertia...

This is just like the Google Play store thing but on a hardware level... Even before TSMC was forced to sever ties with Huawei most consumers in EU dropped Huawei phones when they couldnt support Google Play because they already got entrenched with Gmail, Google Maps, Youtube, etc these are not just apps but also represent other platforms and access to services that Google had built up the network effects of for almost two decades...

Lets be honest, America still has a lot of squeeze left in it yet

Thats not to say China doesnt have some levers too but it needs to start using them Now not later
Not really. If it comes down to that, China can simply choose to ignore Intel and ARM's patents
 
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