Chinese semiconductor industry

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BoraTas

BoraTas

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ansy1968 said:
@BoraTas Sir I read comments like these below, can you kindly explain to us non technical people what it meant?

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Those are really impressive write speeds
Click to expand...
It is very fast in sequential operation. We still need to see other specs (random read and write being the most important) to determine its true sophistication.
 
Phead128

Phead128

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Staff member
Moderator - World Affairs
WTAN said:
Just as expected TSMC is now in deep trouble.
INTEL is now going in a big way in the foundry business and will compete directly with TSMC.
Looks like Qualcomm will now stop dealing with TSMC and use the services of INTEL.
I am certain that the US GOVT will push many other American Companies to procure Chips from the INTEL FAB.
Looks like TSMC was shafted and will suffer great losses in the coming years.
TSMC is restricted from doing business with many Chinese clients who were unilaterally sanctioned.
TSMC is also restricted from setting up 28mm FABS in China.
Worse of all China is now setting up its own FABS and also working on EUV Lithographs.
I fully expect the FAB Business will shrink in both Taiwan and SKorea in the next few years.
Little wonder that the TSMC Head is now calling for Free Trade in Semiconductors.
But unfortunately it is all too late.
Click to expand...

Intel already lost the process race. The only explanation for Intel jumping into foundry business is there is Biden's $50B subsidy for semiconductor investment for supply chain 'national security'. Basically, free money to expand Intel capacity paid by tax payers....but TSMC is spending $100B over next 3 years alone.... So Biden's $50B or Intel's $20B is not enough.

Due to US-China trade war, Trump/Biden is afraid the US is too dependent on Taiwan and Korea for leading node manufacturing, in case they both get nuked and conquered. So Intel is taking advantage of global semiconductor shortage, US-China trade war, and free subsidy by US gov't to expand capacity for US companies.

I don't think TSMC or Samsung would lose too much orders, since they still spend significantly more on expansion of capacity and have significantly better process nodes than Intel. US govt can't force US companies to buy from Intel because Intel is not the market leader.

Intel should be focusing on catching up on process with TSMC, but instead they are outsourcing some CPUs to TSMC, while simultaneously directly competing with TSMC to satisfy some American govt insecurities... Truly "hands in too many jars" situation. Not good for Intel or TSMC. Since the market is largely in China, SMIC is more insulated from oversupply since Chinese govt can force companies to buy domestic chips.
 
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