Chinese semiconductor industry

daifo said:

55k usd is not bad in China. Silicon Valley is prob paying 100-150k for fresh grads at the better companies.

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$55K in China is pretty good compared to $100K in Silicon valley, where housing is insane but not comparable to $100K in another city like US like Dallas, Houston, Chicago... Compared to Silicon valley, Shenzhen is cheaper living, food, entertainment, and travel (i.e. to SEA)

KYli said:

How many times you can bar the same companies? Elected officials are getting dumber and dumber.

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That's because they have to look like they're doing something. Again it tells you how little they can do against China that doesn't result in retaliation from China that they know will negatively affect the US. They don't need to call in CEOs of major corporations to push them to stop doing business with China. They can pass a law forcing them but then China will have a legitimate right to retaliate. This is the part of Obama's TPP where a country can sue another country for any losses in profits that are due to a government's actions.

AssassinsMace said:

That's because they have to look like they're doing something. Again it tells you how little they can do against China that doesn't result in retaliation from China that they know will negatively affect the US. They don't need to call in CEOs of major corporations to push them to stop doing business with China. They can pass a law forcing them but then China will have a legitimate right to retaliate. This is the part of Obama's TPP where a country can sue another country for any losses in profits that are due to a government's actions.

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Now we see why China wants to join the TPP LOL!!!
china can now sue the USG for these sanctions!!!

vincent said:

I'm sure Micron will find something to sue.

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YMTC has already been selling its NAND flash as part of Lexar drives and there's been no issue.

which uses wafer bonding to combine one wafer with only i/o circuits with another wafer with only memory circuits, instead of putting i/o and memory on a single die. This increases the die area of the value added memory component and reduces risk (i/o improvements can be done without changing memory component, memory improvements can be done without changing i/o).

It is a completely revolutionary architecture and recognized as such when it was awarded for most innovative startup - a show where Micron was in attendance and Micron employees were judges.

FairAndUnbiased said:

YMTC has already been selling its NAND flash as part of Lexar drives and there's been no issue.

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which uses wafer bonding to combine one wafer with only i/o circuits with another wafer with only memory circuits, instead of putting i/o and memory on a single die. This increases the die area of the value added memory component and reduces risk (i/o improvements can be done without changing memory component, memory improvements can be done without changing i/o).

It is a completely revolutionary architecture and recognized as such when it was awarded

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for most innovative startup - a show where Micron was in attendance and Micron employees were judges.

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@FairAndUnbiased hello bro, I read a lot of your post in PDF, I'm impress and glad you decided to join this forum, your attendance/participation will only enhance the discussion especially on the technical side. welcome to SDF!!!

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.

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TSMC Arizona is going to be DOA. I pick 28 nm as the benchmark because it is basically the cheapest 'advanced' semiconductor node and the last planar node before FinFET. 28 nm is good enough for really good microcontrollers, automotive chips, signal processing, etc.



Semiconductors are not like cars. Cars are a discrete product while semiconductors are a process product. That is to say, it is possible to make a single car, and charge accordingly, or make 1 million cars, and charge accordingly. There's flexibility of economy of scale. Semiconductors aren't that. It's like oil. Can you make a single liter of fuel oil? No. You have a refinery and either make 1 million liters or 0 liters, the economy of scale does not support anything in between. The profit margin on a single semiconductor chip is tiny, so if your costs are increasing 6x, you better have a market that can justify it.

Any market in the entire western hemisphere that can justify multiple 5 nm fabs?

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Pretty surprising that Zhaoxin + Nvdia card is performing so well on a recent game in 1080p

ansy1968 said:

@FairAndUnbiased hello bro, I read a lot of your post in PDF, I'm impress and glad you decided to join this forum, your attendance/participation will only enhance the discussion especially on the technical side. welcome to SDF!!!

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thank you. I like the atmosphere here for technical discussions. on topic though: we should also do news about non-lithography semiconductor equipment and chemicals.

FairAndUnbiased said:

thank you. I like the atmosphere here for technical discussions. on topic though: we should also do news about non-lithography semiconductor equipment and chemicals.

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@FairAndUnbiased bro you will not disappoint, we had a lot of esteem members that had background related to Semiconductors and they are kind enough with patience to share and educated us. I think you will like your stay here and you yourself had a lot to contribute and I'm all ears.

Just curious, this being sinodefence and all; how much of a role do semiconductors play when it comes to modern weapons ie jet engines, radars, etc al? You'd think a lot of military equipment would be made analogue given the fears of EMPs from nukes.