Chinese semiconductor industry

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Nobonita Barua

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Another reason why China should do reunification soon... US using TW for forced tech transfer while calling it "shared values" and rerouting the global tech supply chain by using the Chinese province pitted against the mainland and cutting China off... on the heels of global COVID recovery... making it easier for US to reshape the tech supply chain... China needs to do something fast, the red line got crossed
US can do all the tech transfer it wants, still wont be in competition with it's culture. US can scream democracy all it wants, in reality its a monarchy on a national scale.
You see what's happening there? After corona, most people want to "work from home", tomorrow they will demand unemployment to be declared another form of employment. This is result of giving into every demand people make.
All sectors require labor, be it physical or mental. You have people in US who understands mental labor means either p--nhub or Hollywood.


They want to work in factories or fabs from home?
Good luck with that.
 

Nobonita Barua

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I work in a oil company in US, my direct team is 5 folks. Since March all of them have been remote from home and basically only log on to vpn couple hours a day if that, and using covid as excuse to forego commute. Nobody is doing any real work Next year the company will probably wise up and layoff 50% staff... MSFT, Google, etc already cutting salary of remote workers...
Well if i were head of those companies, i would raise my security level .
 

emblem21

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US can do all the tech transfer it wants, still wont be in competition with it's culture. US can scream democracy all it wants, in reality its a monarchy on a national scale.
You see what's happening there? After corona, most people want to "work from home", tomorrow they will demand unemployment to be declared another form of employment. This is result of giving into every demand people make.
All sectors require labor, be it physical or mental. You have people in US who understands mental labor means either p--nhub or Hollywood.


They want to work in factories or fabs from home?
Good luck with that.
Off topic, you know what p--_hub is, lol, just to ask, did you notice the quality going down lately?
 

machupicu

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China’s semiconductor quest is likely to fail, leaving rapprochement with US the only way out

While SMIC is considered China’s national chip champion today, it is entirely dependent on foreign technology. What chance is there of achieving self-sufficiency when starting from scratch and with no foreign technical help?

China’s biggest challenge won’t be money – it will be finding qualified people. Poaching a few hundred semiconductor engineers from Taiwan might be enough to ramp up a new chip fab in China, but that is far short of what will be required to completely rebuild a semiconductor ecosystem.

Finding “a handful of geniuses” – an approach China has used in past national programs – probably will not work either. A completely new mindset may be required to come up with an alternative to the existing silicon-based chipmaking process. Materials like graphene and gallium nitride are often cited as potential replacements for silicon.

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It's not difficult to write negative info or prediction on China, one can see g chang's tweets.. the key is to question what you read: with the definite progress in semicon in china where fabs etc are coming online even in 2020! And continues w 2021 on forwards w +500,000 ppl in these industries..whatz the probability of failure? Likely close to 0%, no??
 

ansy1968

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from cnTechPost.

Huawei is China's most valuable consumer electronics company on Hurun list
2020-10-12 23:29:37 GMT+8 | cnTechPost
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Huawei has become China's most valuable consumer electronics company with a value of RMB 1.1 trillion, while Xiaomi ranks second with a value of RMB 434 billion, according to the "2020 Hurun Report on China's Top 10 Consumer Electronics Companies" released today.
For the first time, Vivo surpassed OPPO in value, ranking third with RMB 175 billion, while OPPO ranked fourth with RMB 170 billion.

The list also shows that five of the top 10 are handset makers, including the top four, and sixth-place Transsion, known as the king of African smartphones, which shipped 620 million smartphones last year, accounting for 40 percent of global shipments.

DJI ranked fifth with a value of RMB 100 billion. Lenovo, with annual revenue of 360 billion yuan, ranked seventh with a value of 54 billion yuan.
Huawei is China's most valuable consumer electronics company on Hurun list-cnTechPost




Founded in 1987, Huawei is the world's leading provider of information and communications infrastructure and smart terminals.
Today, Huawei employs 194,000 people and has operations in more than 170 countries and regions, serving a population of more than 3 billion.

Huawei is a 100% privately held company owned by its employees. Huawei operates an employee stock ownership plan through its labor unions, with more than 100,000 employees participating.
Xiaomi is an Internet company focused on mobile phones, smart hardware and IoT platforms. Xiaomi's revenue last year was RMB205.8 billion.


According to Canalys, in the second quarter of this year, Xiaomi was one of the top four smartphone shippers in the world, with a market share of 10.1 percent.

2020 marks the 10th anniversary of Xiaomi's founding, and the company earlier announced that its core strategy for the next 10 years will be upgraded to "Mobile X AIoT" to strengthen its AIoT footprint around its core business of mobile phones.
 

WTAN

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Any idea how far behind China is in developing equipments and machines comparable to the current best?
Well, China has caught up to ASML as far as DUV Lithographs are concerned with the SMEE 28nm Lithograph which will enable them to produce 7nm Chips. 5nm might also be possible in the future with further development of the Lithograph.

China is now working on a EUV Lithograph. The development is led by the Chinese Academy of Sciences in cooperation with a consortium made up of Huawei, SMEE and other FABs. This is similar to the arrangement ASML has where TSMC, Samsung and other FABs have taken a stake in ASML and are jointly cooperating in the development of its EUV .

The 14nm indigenous production line will be ready sometime next year. Some companies have already begun development of 7nm Semiconductor machinery.
 

machupicu

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Well, China has caught up to ASML as far as DUV Lithographs are concerned with the SMEE 28nm Lithograph which will enable them to produce 7nm Chips. 5nm might also be possible in the future with further development of the Lithograph.

China is now working on a EUV Lithograph. The development is led by the Chinese Academy of Sciences in cooperation with a consortium made up of Huawei, SMEE and other FABs. This is similar to the arrangement ASML has where TSMC, Samsung and other FABs have taken a stake in ASML and are jointly cooperating in the development of its EUV .

The 14nm indigenous production line will be ready sometime next year. Some companies have already begun development of 7nm Semiconductor machinery.
The facts that China can now do close to 7nm with N+1 points to "domestic line" 14nm, as you mentioned, likely fully operational within +1 yr from now, that's very logical.. we don't need to pay attention to noises and contras, rather history tells us china went from atomic to thermonuke within abt 3 yrs, the shortest path compared to the other 4 powers. 7nm shd logically follow +1 yr later, no ? : -)
 

WTAN

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Hi WTAN

Will Korean FABS and TSMC can use SMEE DUVL or future EUVL without being sanction by the US?
Yes i think this may happen. TSMC already has a 16nm FAB in China which it has already been operating for a number of years.

When the SMEE EUV Lithograph is ready, i would not be surprised if TSMC acquired this machine for its FAB in China. This will allow TSMC to supply chips to Chinese clients. The US has no reason to sanction TSMC as no US Technology is involved.
 

WTAN

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The facts that China can now do close to 7nm with N+1 points to "domestic line" 14nm, as you mentioned, likely fully operational within +1 yr from now, that's very logical.. we don't need to pay attention to noises and contras, rather history tells us china went from atomic to thermonuke within abt 3 yrs, the shortest path compared to the other 4 powers. 7nm shd logically follow +1 yr later, no ? : -)
Yes 7nm will follow the next year. It is a step by step process. They will step up the pace of development due to US pressure.
 
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