Chinese semiconductor industry

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manqiangrexue

Brigadier
People said his line by line quoting is identical to yours. It's almost like your dna.
That's called a point-to-point response. It is used when people can rebut everything you say sentence by sentence. The opposite is when you don't have a rebuttal so you write some short random stuff ignoring the post you are responding to.

Which people? Did you create 3 accounts and then make them have a pretend conversation about me again? I think I still have your old work in my mail box somewhere!
 

manqiangrexue

Brigadier
Yeah , he already told him not to engage me but he quite pesky indeed.
You wish. He clarified that it's fine as long as I don't break the rules. This is the second time you tried to get off the hook like that. It's desperate.
I consider that as harassment.
Welcome to the public forums. If you can't handle it when others disagree with you, go start your own blog.
 
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voyager1

Captain
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SMIC is making bank from all these chip shortages


Here is what I found interesting though

Google Translate, some broken sentences :)
According to the research data of Ximou, in 2020, the output value of China's chip design industry will reach 44.2 billion U.S. dollars, and this figure will exceed 100 billion U.S. dollars in 2025, with a compound annual growth rate of more than 20%.
Man, these are some serious big money here "just" for chip design. Chinese are going to get filthy rich lol


Some bad news on Chip manufacturing though
However, in the field of chip manufacturing foundry, China's 2020 capacity demand is equivalent to about 2 million 8-inch wafers per month, while the capacity supply is only 1.5 million wafers per month, and the gap is still expanding.
So there is a 0.5 mln 8-inch wafers supply deficit for China and the bad news is that the deficit is still expanding


Very good news again ;) :cool:
Whether it is global or domestic, the current industry capacity gaps are mostly concentrated in mature processes such as 28nm. For advanced processes such as 7nm and 5nm, only mobile phones, GPUs and other consumer electronics or cloud server chips are in greater demand.
Yep, Chinese IC foundries are going to make a lot of money here. Biggest demand is on older processes such as 28nm. End of the year, domestic IC equipment will become available for this process!
 

Oldschool

Junior Member
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SMIC is making bank from all these chip shortages


Here is what I found interesting though

Google Translate, some broken sentences :)

Man, these are some serious big money here "just" for chip design. Chinese are going to get filthy rich lol


Some bad news on Chip manufacturing though

So there is a 0.5 mln 8-inch wafers supply deficit for China and the bad news is that the deficit is still expanding


Very good news again ;) :cool:

Yep, Chinese IC foundries are going to make a lot of money here. Biggest demand is on older processes such as 28nm. End of the year, domestic IC equipment will become available for this process!
Normal post will get a response.
No engaging with psychopath.

Actually 55nm is the most lacking and needy currently in China. Most of it related to automotive.
 

manqiangrexue

Brigadier
Normal post will get a response.
No engaging with psychopath.
Now you understand why you were on so many people's ignore lists and even got on the SDF's ignore list many times over multiple accounts, right?
Actually 55nm is the most lacking and needy currently in China. Most of it related to automotive.
And these shortages are the reason for which the CCP does not ban TSMC until domestic production can fill the gap, just as I said. Even afterwards, there are more elegant ways to deal with that common tactic that TSMC will use than outright bans.
 
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