Chinese semiconductor industry

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FairAndUnbiased

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They depend on TSMC/Sambung foundry. We are talking about the scenario when US will ban them, then the available smartphone with 3nm will be Samsung, Iphone, Nokia, HTC, Soner.

in that case 3 nm chip imports are banned for everyone and in addition both semiconductora and non-semiconductor companies are banned from cooperating with any company that uses their 3 nm technology. now those phones can't even be made since almost all OEMs are located in China and use Chinese parts in battery, display, PCB, etc.
 

ericlfh

New Member
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What is the jurisdiction to ban Xiaomi, Oppo and BKK? The only reason I can think of is Uncle Sam going crazy over its middle age symptoms. But yes, if they really banned them, all Chinese citizens should return in kind and resist all Anglo products, be it TSMC, Samsung or Apple, for this is WAR!
 

9dashline

Captain
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What is the jurisdiction to ban Xiaomi, Oppo and BKK? The only reason I can think of is Uncle Sam going crazy over its middle age symptoms. But yes, if they really banned them, all Chinese citizens should return in kind and resist all Anglo products, be it TSMC, Samsung or Apple, for this is WAR!
Justification is MuH hEgeMoN

Steel21 said it, its not about Laws or Justification... might is right, so its US against China hard power...
 

ansy1968

Brigadier
Registered Member
Hahahaha!!! I told you so in 2022 to 2023 (thanks to @foofy ,@tokenanalyst @krautmeister @WTAN @FairAndUnbiased @antonius123 @horse and others from their previous post and analysis) instead of introducing a 3nm chip, they will now offer an enhance 5nm chips replacement and called it N4 a 4nm chips, boy I love how they play the numbers game, all this gimmick is a good marketing ploy....LOL. With Samsung having their owned problem with their 3nm project and now with TSMC, things are looking good for SMIC especially if a BIG IF they're able to mass produced their 7nm 3D stacking chiplet next year.

@horse bro yup I agree TSMC is smart , trying to tie up APPLE and others to its 3nm program (maybe with their down payment) then producing an enhance 5nm chip as a replacement if they can't able to deliver...LOL just like what Intel is doing declaring its 10nm as 7nm, Its all a marketing ploy. Bro I'm excited about this 7nm 3D stacking chipset, its a game changer for China especially Huawei, if SMIC can able to produced it then Huawei had a chip for its High end phone, with good packaging as Huawei is known for it will be competitive.

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9dashline

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Hahahaha!!! I told you so in 2022 to 2023 (thanks to @foofy ,@tokenanalyst @krautmeister @WTAN @FairAndUnbiased @antonius123 @horse and others from their previous post and analysis) instead of introducing a 3nm chip, they will now offer an enhance 5nm chips replacement and called it N4 a 4nm chips, boy I love how they play the numbers game, all this gimmick is a good marketing ploy....LOL. With Samsung having their owned problem with their 3nm project and now with TSMC, things are looking good for SMIC especially if a BIG IF they're able to mass produced their 7nm 3D stacking chiplet next year.

@horse bro yup I agree TSMC is smart , trying to tie up APPLE and others to its 3nm program (maybe with their down payment) then producing an enhance 5nm chip as a replacement if they can't able to deliver...LOL just like what Intel is doing declaring its 10nm as 7nm, Its all a marketing ploy. Bro I'm excited about this 7nm 3D stacking chipset, its a game changer for China especially Huawei, if SMIC can able to produced it then Huawei had a chip for its High end phone, with good packaging as Huawei is known for it will be competitive.

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Based if true, a year ago most people thought it would take China a decade to catch up, some even added, "if ever... "

Seems like silicon is fastly hitting wall of deminishing or even negative returns...it too hard, take loong time, 3nm no worky...and costs too much monies, so 5 is the new 3....

Time and the tide is both on China's side
 

ansy1968

Brigadier
Registered Member
Based if true, a year ago most people thought it would take China a decade to catch up, some even added, "if ever... "

Seems like silicon is fastly hitting wall of deminishing or even negative returns...it too hard, take loong time, 3nm no worky...and costs too much monies, so 5 is the new 3....

Time and the tide is both on China's side
@9dashline bro if you join this discussion last year or two there are great intense debate especially after Huawei and SMIC had been sanction, the gloom and doom that persist had been replaced with optimism as @WTAN and @foofy join the forum and begun giving us info on what is actually happening inside the Chinese IC industry and so far both of them are spot on, we can see the result and if you had the time please read it from the beginning and you will understand why we loved this thread, the anxiety it produced and especially the surprises. I learned a lot and now with new members (@FairAndUnbiased @krautmeister @tokenanalyst @BoraTas and others) with working knowledge about the industry joining this forum I'm blessed and looking forward to learned more. ;)
 
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BoraTas

Major
Registered Member
Hahahaha!!! I told you so in 2022 to 2023 (thanks to @foofy ,@tokenanalyst @krautmeister @WTAN @FairAndUnbiased @antonius123 @horse and others from their previous post and analysis) instead of introducing a 3nm chip, they will now offer an enhance 5nm chips replacement and called it N4 a 4nm chips, boy I love how they play the numbers game, all this gimmick is a good marketing ploy....LOL. With Samsung having their owned problem with their 3nm project and now with TSMC, things are looking good for SMIC especially if a BIG IF they're able to mass produced their 7nm 3D stacking chiplet next year.

@horse bro yup I agree TSMC is smart , trying to tie up APPLE and others to its 3nm program (maybe with their down payment) then producing an enhance 5nm chip as a replacement if they can't able to deliver...LOL just like what Intel is doing declaring its 10nm as 7nm, Its all a marketing ploy. Bro I'm excited about this 7nm 3D stacking chipset, its a game changer for China especially Huawei, if SMIC can able to produced it then Huawei had a chip for its High end phone, with good packaging as Huawei is known for it will be competitive.

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The TSMC has always been practicing shady marketing. In past, they had a 20 nm planar process. Then, they developed a 20 nm FinFET process, but they named it 16 nm to "highlight" the difference with the planar process. Then, they released an improved version of the supposedly 16nm FinFET and named it 12 nm. At that point, what they were calling a 12 nm process was actually a 20 nm process. Then they released a new generation process and named it 10 nm. That 10 nm had a similar performance to the Intel 14 nm.
 

AndrewS

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Registered Member
You are talking about current situation then yes the cheapest is 14/28nm as they are the most produced now (in line with the data in the graphics), due to the highest scale of production.
But 4 years ago the cheapest chip might be 65/90nm, So it is safe to say that 4 years ahead the cheapest will be shifted from 14/28nm to 7nm/5nm, because the highest scale of production will be shifted to 7nm/5nm.

My understanding is that once you start using EUV lithography machines, that technology has a higher cost per transistor than DUV lithography. So the cheapest should remain 14/28nm which requires 1-2 passes of a DUV lithography machine.

So it's not about the scale of production, but the underlying lithography technology
 
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