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Chinese semiconductor industry
- Thread starter Hendrik_2000
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Now we understand why Mao went berserk about steel and grains in the late 1950s. The same hunger we feel these days about a complete domestic semiconductor supply chain. This has the potential effect of makes us irrational and stepping in with a big bang.
Something will be achieved because the plan says so?
That reminds me of "人有多大胆，地有多大产" from the "Great Leap Forward" days. If you are not Chinese speaker, here is the translation "one can produce as much crop as one dare to imagine".
You also said that "talent is the limit". So how do you translate that "unlimited funding" to the needed talent before they can be put into use to achieve the goal of 2025? The talent is not just a degree from the university, it includes experiences that are acquired through years of hands on working.
"unlimited funding" is nothing but some papers (money), the real deal is the talent and machineries that the funding can buy.
My neighbors and I installed an EUV machine in my backyard, but the yield is not great. The best we could cook up were some older UNISOC chips. How do we tell our local party officials? We don't want to be punished...
I am humbled by all your kind responses. To readers, I am attaching my latest Seeking Alpha article on SMIC and sanctions. This is the full article ONLY for subscribers and now my friends on this thread. A cut-down free version will be on-line in a day or two at the Seeking Alpha website. You can also read my articles on my business website for The Information Network () and click on blog.
Thanks for sharing. Good summary in the report.
A couple of comments:
1. There has always some debate and tension within SMIC with respect to the priority between pursuing mature process nodes and investment in more cutting-edge nodes technology. These tension even led to personnel changes at the executive levels. But it appears that SMIC's strategy has finally settled on expanding capacity at 28nm or above while still investing in advanced process nodes up to 7nm.
2. SMIC is in a much better position now capital-wise. They went public last year with very high valuation, and raised a lot of capital. This gives them the equity to attract and retain key personnel for long-term growth. Meanwhile, they also partner with local governments and other investors to build new fabs and expand capacity, most prominently in Beijing and Shenzhen, in addition to their most advanced fabs in Shanghai. In all these deals, SMIC only needs to chip in around 50% of the capital.
3. Focusing on the 28nm and 14nm nodes are really the best strategy now. These are the process nodes that have the most demands, particularly given the chip shortage. In addition, these are also the critical nodes where China's indigenous equipment suppliers need the breakthrough and overcome the tech barriers. I believe once they have mastered the technologies at this level (14nm is when they start to use FinFET), it'll become easier for them to advance to 7nm and beyond. What China needs most now is not so much for SMIC to develop 7/5/3nm technologies using foreign equipment. It's the progress of the entire supply chain. So, from both business and technology development standpoint, 28nm and 14nm are the sweet spot.
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I am humbled by all your kind responses. To readers, I am attaching my latest Seeking Alpha article on SMIC and sanctions. This is the full article ONLY for subscribers and now my friends on this thread. A cut-down free version will be on-line in a day or two at the Seeking Alpha website. You can also read my articles on my business website for The Information Network () and click on blog.
Where on earth did you get the notion that YMTC and for that matter the whole of the NAND Chinese industry could face its demise??????
Do you have any idea of what the Chinese government is doing to boost its semiconductor industry?
YMTC worked all throughout the COVID-19 shutdown of Wuhan. THAT IS HOW IMPORTANT IT IS.
I am sorry but that report of yours is absolute BS!!!!!
You forgot about Xi'an with Micron, Dalian with Intel (now Samsung), Fujian. Also Shanghai is in the Yangtze River Delta, not Pearl River Delta.@huemens So we have in total 5 cluster area 1) Beijing with its JING JIN JI 2)Shanghai and the pearl delta region 3) Guangdong with its greater bay area 4) Chengdu as part of western tech development and now 5) Qingdao is this all or I may miss something. This is what I call a major re armament program, Oops!!!! sound so militaristic let's say a major Tech Industrial program. So @horse bro your hypothetical estimate of 10 FABS is not beyond the realms of possibility in fact its a conservative estimate and the actually figure may be higher!
Eh, I doubt it. Even US isn't working closely with Japan in this field. Japan merely bought the machine here.
I do hope china can work together with other countries on things like this.
I suppose some of the perception that YMTC will demise stems from the bankruptcy process that Tsinghua Unigroup which owns YMTC is going through.
Note that Tsinghua Unigroup is not going out of business; they just need to be reorganized with new investors and reduced ownership equity for the current owners. YNTC is not affected by the process regardless of the ownership changes.
Note that Tsinghua Unigroup is not going out of business; they just need to be reorganized with new investors and reduced ownership equity for the current owners. YNTC is not affected by the process regardless of the ownership changes.
The fact that US and Japan have to work together to counter China achievements in this field proved that China is doing just fine by itself. They just acknowledged that China can innovate and are moving ahead, can't claim the Chinese are copying or stealing. If they can't manage to overtake China, they may have to ban the Chinese just like the 5G saga.
I do hope china can work together with other countries on things like this.
On the other hand, I think the Chinese do have some significance cooperation with Austria in this field.
I am humbled by all your kind responses. To readers, I am attaching my latest Seeking Alpha article on SMIC and sanctions. This is the full article ONLY for subscribers and now my friends on this thread. A cut-down free version will be on-line in a day or two at the Seeking Alpha website. You can also read my articles on my business website for The Information Network () and click on blog.
Just one comment.
Chinese companies generally keep quiet about developments until everything is complete anyway, not just to stay off the radar of the US government.
It's a cultural thing that you see across lots of organisations.
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