Chinese semiconductor industry

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FangYuan

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China imports more than $ 400 billion of chips a year. What if China decides to stop importing chips entirely. Sure China will suffer heavy losses, but at the same time a lot of Western technology companies are almost bankrupt because there are no orders from China. They will weaken and have no money to continue to improve the technology. China may continue to manufacture electronic components with older technology and improve quality over time, so in the long run, this makes China completely independent in technology.
 

caudaceus

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But China is several years behind in providing more capacity
Seems to be more about business challenge than technical challenges. If SMIC's technical theoretically achieve parity to TSMC, Chinese gov deep pockets will provide ewualoxer.
 

ansy1968

Brigadier
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Woah!!!! that was fast

From CnTechPost

First CPU based on Loongson Architecture said to be released soon​

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April 22, 2021
The
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3A5000 CPU based on LoongArch (Loongson Architecture) will be released this year, according to a report by TechWeb on April 22.
Unveiled at Clean Energy Expo China 2021, which opened on April 20, the Loongson 3A5000 is the first processor to feature the LoongArch architecture.
The CPU will be released in May or June this year at the China National Convention Center, the report said, citing Loongson Technology staff.
The Loongson 3A5000 has been taped out, and a full operating system based on the new architecture is already running stable on the 3A5000 computer.
Both other major instruction systems and LoongArch's binary translation system can be used to run applications based on other major instruction systems on the 3A5000 computer.

LoongArch, the next generation of autonomous instruction system architecture, was announced at the 2021 Information Technology Application Innovation Forum on April 15.
LoongArch includes the infrastructure and extensions such as vector instructions, virtualization, and binary translation, and supports nearly 2,000 instructions, excluding the MIPS instruction system.
LoongArch is in-house designed from the top-level planning of the entire architecture, to the functional definition of each part, to the details of the coding, name, and meaning of each instruction, according to Loongson Technology.
Loongson Technology says LoongArch will be supported in all new CPUs developed from 2020 onwards.
 

ansy1968

Brigadier
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@Oldschool @foofy @WTAN aside from Tsinghua University, I think Fudan University and Wuhan University of technology had one?


From CnTechPost

Tsinghua University establishes School of Integrated Circuits​

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April 22, 2021
China's top university Tsinghua University established the School of Integrated Circuits on April 22, a move after "integrated circuit science and engineering" was established as a first-class discipline by China's Ministry of Education in July last year.
Qiu Yong, president of Tsinghua University, said the country's key core technologies must be in its own hands, which will help make a greater contribution to the development of China's independent innovation in integrated circuits.
Qiu said the School of Integrated Circuits was established to focus elite efforts on key core technologies and accelerate the cultivation of high-level innovative talents needed in China.
He said that only by increasing the training of high-level talents and strengthening the development of the discipline can support China's move toward an integrated circuit power.
The School of Integrated Circuits will be built from the former Department of Microelectronics and Nanoelectronics and the Department of Electrical Engineering, focusing on memory, reconfigurable computing, EDA, semiconductor equipment, and materials.

The disciplinary configuration of the School of Integrated Circuits will be based on physics, chemistry, and materials science, involving electronic information, instrumentation science and technology, electrical engineering, and mechanical engineering.
This is not a simple name change, but a revolution, a rebirth, said Wu Huaqiang, dean of the School of Integrated Circuit
 

Kazuo Ken

New Member
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China imports more than $ 400 billion of chips a year. What if China decides to stop importing chips entirely. Sure China will suffer heavy losses, but at the same time a lot of Western technology companies are almost bankrupt because there are no orders from China. They will weaken and have no money to continue to improve the technology. China may continue to manufacture electronic components with older technology and improve quality over time, so in the long run, this makes China completely independent in technology.
Nice theory but before that you need to give a break down detail. How many imported chips goes into Chinese products and how many imported chips goes into made in China foreign products. Chinese government cant stop foreign manufacturers in China from sourcing foreign semiconductor.
 

Oldschool

Junior Member
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@Oldschool @foofy @WTAN aside from Tsinghua University, I think Fudan University and Wuhan University of technology had one?


From CnTechPost

Tsinghua University establishes School of Integrated Circuits​

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April 22, 2021
China's top university Tsinghua University established the School of Integrated Circuits on April 22, a move after "integrated circuit science and engineering" was established as a first-class discipline by China's Ministry of Education in July last year.
Qiu Yong, president of Tsinghua University, said the country's key core technologies must be in its own hands, which will help make a greater contribution to the development of China's independent innovation in integrated circuits.
Qiu said the School of Integrated Circuits was established to focus elite efforts on key core technologies and accelerate the cultivation of high-level innovative talents needed in China.
He said that only by increasing the training of high-level talents and strengthening the development of the discipline can support China's move toward an integrated circuit power.
The School of Integrated Circuits will be built from the former Department of Microelectronics and Nanoelectronics and the Department of Electrical Engineering, focusing on memory, reconfigurable computing, EDA, semiconductor equipment, and materials.

The disciplinary configuration of the School of Integrated Circuits will be based on physics, chemistry, and materials science, involving electronic information, instrumentation science and technology, electrical engineering, and mechanical engineering.
This is not a simple name change, but a revolution, a rebirth, said Wu Huaqiang, dean of the School of Integrated Circuit
Most recent one is Nanjing IC University.
It's a business to make money because there are alot of interests.

I think IC is too broad a field.

I rather see them form a lithography University ,.study and research on all aspects of supporting industries for lithography.
 

horse

Colonel
Registered Member
@gelgoog thanks bro for the info but I have to disagree on your statement regarding SMIC, with the sanction SMIC had the potential to be #1 otherwise she will not. Sanction had unintended consequences it either break you or stiffen your resolved. And without the sanction TSMC will grow even bigger as they had the best chip production processes.
Chang sifu has many many disciples, and best ones work at SMIC! WTF?

In those government buildings in Washington DC, the same ones that the MAGA people tried to overrun, how many know who Chang sifu is?

25%? 10%? 2%? 0% because we all look alike?

If Chang sifu says the mainland is 2 years behind in logic chips, then too obvious what he is saying.

Also, note that Chang sifu, even to this very day, refuses to think beyond the next iteration in this industry. Why? Maybe that is too hard?

But the Americans know better. They will fix all further iterations in IC to ensure they will remain in a leadership position to be unsurpassed.

Hehe!

:D
 
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gelgoog

Lieutenant General
Registered Member
Chang sifu has many many disciples, and best ones work at SMIC! WTF?
...
Also, note that Chang sifu, even to this very day, refuses to think beyond the next iteration in this industry. Why? Maybe that is too hard?
...

Well your opportunities for advancement at TSMC are limited. Lots of people ahead of you in the career advancement curve.

Those who want to grow further, or earn more money, then have no choice but to leave.
Chinese mainland companies pay better I bet. Supposedly Taiwan companies pay low salaries versus world average.

As for Morris focusing only on the next node, well, that was his job as CEO and master salesman at TSMC. If you watch that video, I posted before, in it Jensen Huang the CEO of NVIDIA (the guy in the leather jacket) basically talks about how Morris basically dealt with the customers directly to get TSMC out of the hole they got themselves into after he left. Much of the job any company with a semiconductor factory has to do judiciously is to allocate production to ensure both maximum fab utilization and maximum customer satisfaction. Focusing too much on either runs into problems. If you sell all your production to, say, Apple you might screw yourself over next semester when they move all their production elsewhere and hung you out to dry. So at the same time they need to satisfy their largest customers and the smallest ones. This is a careful balancing act. You don't talk too much about manufacturing processes way out there you cannot manufacture since you need to ensure that your existing leading edge factories are used. Factories are insanely expensive to build and furnish. If you do not amortize all that capital properly you will get yourself deep into a hole and for a fabless semiconductor company like TSMC that would be instant death. They must manage their capital and fab expansions carefully. Why do you think they are so reluctant to expand outside Taiwan?
 

Tyler

Captain
Registered Member
@gelgoog thanks bro for the info but I have to disagree on your statement regarding SMIC, with the sanction SMIC had the potential to be #1 otherwise she will not. Sanction had unintended consequences it either break you or stiffen your resolved. And without the sanction TSMC will grow even bigger as they had the best chip production processes.
It looks like SMIC will surpass TSMC sooner than expected.
 
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