Chinese semiconductor industry

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ansy1968

Brigadier
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I dont think so. It should be for domestic. As the domestic EV market grows the number of chips required for each EV car is many times more than the diesel cars we have now.

So with all these Chinese EV companies making more cars every year, the TSMC will give them chips (as well to Tesla, VW etc)

Domestic EV companies have to shut down production due to lack of chips...
@voyager1 bro SMIC Shanghai SN1 FAB will be operational this year, next year the Beijing FAB plus the recently approved Shenzhen FAB, that's 3 huge FABS by SMIC alone. And TSMC new FAB will be operation by 2023 so SMIC had the advantage.
 

bettydice

Junior Member
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If the aim is to reunite back with Taiwan then your suggestion of bombing Taiwan even if it's "just their crown tech jewel" will not bring about that eventuality. Let's not be hasty, and too emotional when discussing pertinent issues for China’s future.
I think what he said is China's last resort option against semiconductor blockade by equally denying the rest of the world of semiconductor chips, not particularly about reunification with Taiwan.

Firing missiles on TSMC alone will not bring about reunification with Taiwan, but reunification with Taiwan will not be brought about without military takeover. Anything else such as wishing Taiwan will just surrender and want to reunite with the People's Republic of China when the PROC becomes more successful and Taiwan fails economically or winning their heart is blind optimism.
 

Oldschool

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This is irritating now. How many Chemical Engineers and Mechanical Engineers graduate from Chinese universities a year? Fighting economic efficiency when there are no political considerations is stupid. Systems integration earns $$$
$$$ why don't you focus exclusively on real estate and financial market. Oh yeah you told me you are into money management and economics.


What do you know about making country strong.

China is well known in the world for its internet companies prowess. Baidu, tencent, alibaba.

What kind of chemical and mechanical world class Chinese companies you talking about , dude?

The best companies in country will directly reflect it's education system
 
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Oldschool

Junior Member
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This has already been answered twice (by me alone) but you keep repeating it as if it were a new insight each time. For skilled debaters (or people with common sense), continuing a conversation means to rebut your opponent by countering his arguments, not by repeating yours with some hope that the person who says it the most number of times wins.

"The environment before the tech war was one that rewarded internationalization and moving forward with what there was; the environment now in China is one that rewards replicating and enhancing the building blocks, so we will be seeing less of the former and more of the latter due to these forces."

"Well, that's when they were in an environment that encourages building upon a foundation that can be purchased from foreign parts. That environment has changed into one of self-reliance so in order to survive, they will adapt their skills to creating a Chinese foundation, or build upon a Chinese foundation that others create. I have already told you this but you only repeat the argument without actual rebuttal."
Writing is on the wall, any country across 60% of US, US will attack. It happened to Soviet, japan
Any aspiring country doesnt prepare that, then it's that country fault for being dumb.
Depending on international is unprepared.
 
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Oldschool

Junior Member
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New IC Universities like tsinghua IC and Nanjing IC University scrambling and popping up reflect it's old education system is inadequate.
Where Majority of it's talents in old education system goes to application software.
 

HybridHypothesis

Junior Member
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There are way too many details in that story for it not to be true. For what is worth @HybridHypothesis 30% yield is really low. It is usually considered a fail. When the initial production gets to 50-60% that is considered good. In mass production the yield should be like 80% or more.

I think this is good news but 30% yield will not be commercially competitive. For a company like Huawei which cannot get any chips otherwise and who need limited production, they can make this work for them. For general purpose the yields will need to increase. 30% is good enough for limited production, like up to hundreds of thousands of chips at best, but the per chip costs will be high.

I hope they get top people in Chinese academia, industry, and technical staff at the semiconductor fabs working on fixing this. The Chinese government needs to setup a dedicated facility for the industry to collaborate on getting these details right.
So 30% is bad, yet the article claims that "by the end of the year fully domestic 28nm can be done."

Too optimistic?
 

Oldschool

Junior Member
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@foofy
You are focusing on CNC machining right?

What's the model China had for ion beam polishing CNC machine tools, magnetorheological CNC machine tools?
Not just mechanical 5axis high end CNC?

those required for EUV mirror
also polishing the main mirror and reflector of China's reconnaissance satellite of 1 meter, 1.5 meters and 3 meters.
 

Oldschool

Junior Member
Registered Member
So 30% is bad, yet the article claims that "by the end of the year fully domestic 28nm can be done."

Too optimistic?
First sample delivery to SMIC-Beijing by year end and mass production sometimes in 2022.

If Chinese government prepare for inevitable clash between US and China, adopted right industrial and education policies this type of DUV should already done in 2013. 28nm first appeared in western market in 2011.
 
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voyager1

Captain
Registered Member
So 30% is bad, yet the article claims that "by the end of the year fully domestic 28nm can be done."

Too optimistic?
I dont think so. As long as the machine was properly designed and manufactured then it is normal to have low yields when you start. This is why they will send these machines to some customers in Q4 2021 for limited production so that they can iron out bugs, gather feedback, change parameters etc. This is a complex machine and when customers start getting involved then the yields will start rising.

I would suggest to wait until Q2 2022 to get an idea of how high the yields will be. It is still too early now
 

manqiangrexue

Brigadier
$$$ why don't you focus exclusively on real estate and financial market. Oh yeah you told me you are into money management and economics.
Because every business is there to make money. China would be big North Korea if it didn't focus on making money and economics.
What do you know about making country strong.
Apparently a lot more than you and your old-school outdated post Chinese civil war style.
China is well known in the world for its internet companies prowess. Baidu, tencent, alibaba.

What kind of chemical and mechanical world class Chinese companies you talking about , dude?

The best companies in country will directly reflect it's education system
The education system geared China up for growth in the era that it was made for and it did that wonderfully hence China's growth and success. You cannot create an education system for something that has yet to happen because the demand is not there yet, so the students will not enlist to learn something that will drop them in some dead-end government stipend job.
Writing is on the wall, any country across 60% of US, US will attack. It happened to Soviet, japan
The US had a rivalry with the Soviets regardless of their economics, which was far far weaker than China's. Even in retrospect, you cannot correctly describe America's trends but you expect other people to accurately predict the future.
Any aspiring country doesnt prepare that, then it's that country fault for being dumb.
No, it's the fault of some wannabe expert who has accomplished nothing to speak of criticizing a government that runs the fastest developing country in the world.

What does it mean to be prepared? Is it prepared to be at a stage where you can quickly develop the tools when needed? Or do you need to have prototypes? Or do you need to have everything in competitive order ready for the market immediately? There are so many different levels of preparedness in so many different fields. That America has so few targets to attempt the technological chokehold on with China is China being prepared. A lessor nation could have multiple critical technologies in all fields strangled and be unable to handle R&D on all of them at once. Your complaint is simply raising the standards sky high for others without looking at yourself.

One of the biggest mistakes that the Soviets made in their ideology was to do things for the sake of doing them; China does things as the need arises. And because of that, China always found itself in the hotspot of growth while the Soviets bankrupted themselves on needless projects that they did not have the resources to see through to the end. A domestic advanced lithograph was exactly such a project before the tech war. It would have been tremendously expensive and inefficient to build, especially because companies didn't want to make one as there was no need, so using government funds to push them was like trying to push an elephant lying down. Those resources can be used to push many other things that move better, and the CCP did just that. Now, the need is there and the these companies all see that their futures depend on it; that elephant is up and running and with an additional push, it's charging forward like it's got an engine in it.
Depending on international is unprepared.
That's an economically ignorant thing to say. Because there is a problem now with China needing to replace some foreign parts, which it can do, you are overcorrecting into a territory that would have made China a much smaller and failed economy instead. If everyone else is in an internationalized economy and you are not, you are like North Korea and you will end up spending higher and higher percentages of your wealth to achieve lesser and lesser technological breakthroughs in that situation.
New IC Universities like tsinghua IC and Nanjing IC University scrambling and popping up reflect it's old education system is inadequate.
Where Majority of it's talents in old education system goes to application software.
No, it reflects China's dynamism and adaptability to a changing challenge and global environment.
 
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