Right. But the thing is SMIC are getting sanctioned. The thing which would solve their issues would be the Chinese tools and materials industry delivering them a sanction proof chain. But this is beyond their control.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Right. But the thing is SMIC are getting sanctioned. The thing which would solve their issues would be the Chinese tools and materials industry delivering them a sanction proof chain. But this is beyond their control.
Hmmmm IMO there is still alot of subjective opinion,or exploring around which should be discarded when evaluating SAIC's prospects.
@gelgoog bro good day, but it will hasten the effort, the necessity and urgency is there. And that interview with Morris Chang highlight that issue, SMIC is on a verge of a major breakthrough (5nm and 3nm processes are ready waiting for SMEE EUVL) and the US with them as an accomplice is making that happen sooner. If the sanction didn't happen TSMC may grow even bigger as Huawei alone contribute nearly 18% of their revenue.
SAIC makes semiconductor now?
They have more than enough capacity. The problem is that the 14nm FINFET line is underutilized. This means they do not have enough customers and tape outs. The vast majority of indigenous Chinese chip designs are for mature processes to be used in industrial applications where robustness is a higher priority than miniaturization. That's why SMIC is expanding their 28nm process instead.
China's bread and butter is manufacturing. That means industrial automation and various factory machines. Things like machines that make face masks and plastic bottles. They do not require smartphone chips. Chips that go into planes, trains, and automobiles also fall into this group. That's why the Chinese companies bought up all the old, mature and obsolete chip fab equipment around the world that nobody wants. The current global chip shortage has plenty to do with the supply of mature chips that aren't sexy enough to be fabbed by the leading edge processes and fabs anymore.
Yes thats right.
Huawei/ICRD will be getting a Unit of this SMEE 28NM DUVL in Q4 and will be using it to start producing 28nm Chips at its Shanghai FAB by late 2021.
SMIC will get a unit as well.
Delivery is going according to schedule.
ASML will be offering their more advanced Model DUVL like 2000i and 2050i now that SMEE is catching up.
This movie has been played over and over in slightly different cuts or post production. But the west in general and the US in particular just refuse to come to the natural conclusion. Instead, they just repeat the same craps like the "Coming collapse of China" story. The end of this semi-war could very well end up in a similar scenario you described above. The tragedy for the west is that, when that happens, there would absolutely be no insurmountable obstacles for China to dominate the entire high end manufacturing segments. Chinese are great at hardware production and system integration and embedded software applications. When China corners the semiconductor sector, all bets are off.
The Semiconductor Industry in China has changed alot in the last few years. There are now alot of Start Ups setting up Designing Chips and EDA etc.@Oldschool @WTAN @foofy can you give us some info on some of this companies, man by numbers alone it will gives the US some serious headache and that's what we called DETERMINATION.
from CnTechPost
China adds 8,679 new chip-related firms in Q1, up 302% year-on-year
April 21, 2021
As the world faces a chip shortage dilemma, Chinese companies seem to see an opportunity.
China added 8,679 new chip-related companies in the first quarter of this year, up 302 percent year-on-year. Among them, 4,047 were registered in March, up 226 percent year-on-year, according to information from data provider Qichacha.
So far, there are 74,100 chip-related enterprises in China, and 22,800 new enterprises were registered in 2020, the data shows.
The number of new chip-related enterprises was 1,272 in 2011, and the number of new ones steadily increased to 7,715 in 2019.
By 2020, the number of chip-related business registrations is a blowout, with 22,800 new companies added throughout the year, an increase of 195%.
Currently, the largest number of chip-related companies is in Guangdong Province, with 25,200. Jiangsu Province is in second place with 10,600.
The Chinese Govt realises that it has to take advantage of the innovation the Private Sector will bring.
Govt has promised to support the Startups with funding from the Big Fund and also give preference for Stock Market listing on the Tech Stock Exchange in Shanghai.
There is a Boom in the IC Industry in China now, so any Foreign Companies shutting themselves out of the China Market on the orders of the US are fools.
Now is the time to go to China to set up a Tech Business.
AssassinsMace
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Over a decade ago. The US also banned rare earths being sold to China which is just laughable.
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