Chinese semiconductor industry

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jfcarli

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might be blocked by the US govt ;)
I doubt Amazon would one day carry Zhitais. Wonder why?

In any case, they will need to produce a hell of a lot of chips just to cope with Huawei and other Chinese manufacturers of equipment which require built in flash memories.

I think their SSDs being sold are still in a very small scale and to start sniffing around the market. I think OEMs will absorb most of their production for quite a number of years.

But it won't be long before they start kicking Samsung's, Micron's , etc's assess.
 

antiterror13

Brigadier
I doubt Amazon would one day carry Zhitais. Wonder why?

In any case, they will need to produce a hell of a lot of chips just to cope with Huawei and other Chinese manufacturers of equipment which require built in flash memories.

I think their SSDs being sold are still in a very small scale and to start sniffing around the market. I think OEMs will absorb most of their production for quite a number of years.

But it won't be long before they start kicking Samsung's, Micron's , etc's assess.

Like what happened to household items, including TV, Fridge, Washing machine, etc
 

bettydice

Junior Member
Registered Member
Besides Korean ram chips, what else do they have leftover, shipbuilding and K-Pop? Like some people said before, China should focus on replacing Korean shipbuilding which is a national security risk for China. K-Pop would be the only thing left for them.
They also have display, smartphones, cars, TVs etc. Korean display can be replaced by BOE and Visionox. Reportedly Huawei has been increasingly using BOE panels instead of Samsung and LG panels since the sanction.

Chinese smartphones will never be accepted by Koreans, but globally Samsung is gradually losing share and even in Korea Apple is gaining.

For cars, I read that Korean car sales are falling in Chinese market and been low in other Asian markets in contrast to Japanese cars.
 

krautmeister

Junior Member
Registered Member
@krautmeister thanks bro, so its just a matter of adjustment and incremental improvement as we work on SMEE DUVL maybe within a year we can exploit its full potential rivalling 2050i (the bench mark)?
It's mostly incremental improvements nowadays with ArFi DUV, but it will still be a long road. Those incremental improvements are largely trial and error process improvements that are ironed out with the fabs. ASML has been working with the largest fabs for many years and they still can't get commercially viable 7nm DUV designs relative to 7nm EUV. The recent news related to stacked layering of chiplet designs would probably never be commercially viable outside China. It's only China's unbeatable supply chains that might make it viable because its combined cost efficiencies everywhere else might make up for this.
 
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