Chinese semiconductor industry

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WTAN

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ansy1968 said:
@WTAN sir what will the US action be, more sanction or let the restriction down from 7nm to 5nm? From what I understand SMIC seems so confident and with the US China hostilities they know the consequences. Maybe they were comforted by the fact that the gov't had its full support , or they had seen the result of 14nm verification and the progress of the domestic equipment provider. The way things are developing SMIC is trying to break the impasse and go for broke and see who blink first, with the American objective of stealing TSMC 5nm tech had been achieved, it become a trivial thing to them.
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I think SMIC is testing the waters.
First by supplying Huawei with 28nm Chips.
Then by Trial producing N+1 & N+2 folowed by a actual production.
But SMIC also realises that China now has more cards to play with the advent of the SMEE 28nm DUVL.
Basically sending a message to the US that if you dont allow production of 7nm and 14nm, then the switch to local equipment will happen faster and ASML etc will lose big.
But i think the Biden Admin has finally realised that all these Trump style Sanctions are Low IQ tactics and is really counterproductive.
So the Biden Admin may actually do nothing to stop SMIC.
Also Americans are quite happy that they have their own FABs under construction courtesy of TSMC with associated technology transfer and feel less threatened with Chinese advances in IC.
 
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antiterror13

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dfrtyhgj said:
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substantially higher than rivals Samsung Electronics' 8.9 percent and Apple's 6.8 percent (as of September 2020).
The ratio exceeded 20 percent from January to June 2021
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Gooosh, higher than most countries R & D spending (outside top 16), even higher than Netherland spending in R & D
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Well, the list is in 2018, a bit obsolete, in this list Huawei showed "only" 13.6B, now almost $22B
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Wondering what the list would be in 2020 or 2021 ?
 
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antiterror13

Brigadier
WTAN said:
I think SMIC is testing the waters.
First by supplying Huawei with 28nm Chips.
Then by Trial producing N+1 & N+2 folowed by a actual production.
But SMIC also realises that China now has more cards to play with the advent of the SMEE 28nm DUVL.
Basically sending a message to the US that if you dont allow production of 7nm and 14nm, then the switch to local equipment will happen faster and ASML etc will lose big.
But i think the Biden Admin has finally realised that all these Trump style Sanctions are Low IQ tactics and is really counterproductive.
So the Biden Admin may actually do nothing to stop SMIC.
Also Americans are quite happy that they have their own FABs under construction courtesy of TSMC with associated technology transfer and feel less threatened with Chinese advances in IC.
Click to expand...

I don't believe TSMC will finish building the 5nm Fab in the US, jezzzz $12B and easily will go up to $20B and the cost of product 5x than the one produce in Taiwan

Who will buy the chips produce there?, definitely not China .. who else?
 
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ansy1968

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Registered Member
antiterror13 said:
I don't believe TSMC will finish building the 5nm Fab in the US, jezzzz $12B and easily will go up to $20B and the cost of product 5x than the one produce in Taiwan

Who will buy the chips produce there?, definitely not China .. who else?
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@antiterror13 Sir its funny the US may go socialism by subsidizing it while the Chinese will used market forces since the demand is there what a major turn of event...LOL
 
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Tyler

Captain
Registered Member
antiterror13 said:
I don't believe TSMC will finish building the 5nm Fab in the US, jezzzz $12B and easily will go up to $20B and the cost of product 5x than the one produce in Taiwan

Who will buy the chips produce there?, definitely not China .. who else?
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India and Japan.
 
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antiterror13

Brigadier
Tyler said:
India and Japan.
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you are joking right? apart from the market, also the production cost there 5x more expensive than the same fab in Taiwan, the most logical one is DoD which is tiny compare to the total capacity, like less than 10% .. and DoD mostly will order from Intel anyway
 
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