Chinese semiconductor industry

Status
Not open for further replies.

Weaasel

Senior Member
Registered Member
Hard disagree. IC design is very important and if Chinese companies are able to design cutting-edge products, then it is great and very useful for China.

What's the point of having 5 nm capabilities if you cannot design anything and would end up as a factory for American companies (AMD, Intel, NVIDIA, etc.)? Another thing is that high-tech fabs are the epitome of "economics of scale" - if there's not enough demand, then those fabs will be essentially useless because the production costs would be too high compared to the competitors. That's why the fact that Huawei, Alibaba, and others are catching up in IC design & producing world-class products is extremely important if China wants to have a localized semiconductor supply chain. The absence of demand for high-tech nodes is precisely the reason why I'm very skeptical on EU, India, Japan trying to localize the supply chains on their shores as well (mimicking moves by the US and China).
China can design chips. The point of emphasis is that any Chinese company that designs chips that are produced by TSMC is vulnerable to be being stopped by the United States. I can extend that to any chips produced outside of China
 

tokenanalyst

Brigadier
Registered Member

horse

Colonel
Registered Member
There is not going around TSMC for now. That's why I earlier dismissed Alibaba's chip.

They are all helpful developments, but the biggest obstacles is domestic manufacturing of advanced nodes

We cannot dismiss that, brother.

Seems to me that is the order in which this thing is done, how to build up the Chinese IC industry.

Chinese companies paying through the nose to American companies for that IP on that chip. Now Chinese companies have their own designs and do not have to pay American companies anymore.

They just need a fab. Eventually those fabs will be built in China too.

Do the designing of cutting edge chips first.

Suppose they did it the other way around, built the cutting edge fab first. Since they have a fab but has no chip design, not sure they are going to do? Also, building a fab goes into the billions, which designing a chip does not.

If the Americans want to escalate this tech war further, then escalate, but everyone should be prepared for the consequences down the road.

I think China at this stage of the game, has no worries.

:)
 

9dashline

Captain
Registered Member
We cannot dismiss that, brother.

Seems to me that is the order in which this thing is done, how to build up the Chinese IC industry.

Chinese companies paying through the nose to American companies for that IP on that chip. Now Chinese companies have their own designs and do not have to pay American companies anymore.

They just need a fab. Eventually those fabs will be built in China too.

Do the designing of cutting edge chips first.

Suppose they did it the other way around, built the cutting edge fab first. Since they have a fab but has no chip design, not sure they are going to do? Also, building a fab goes into the billions, which designing a chip does not.

If the Americans want to escalate this tech war further, then escalate, but everyone should be prepared for the consequences down the road.

I think China at this stage of the game, has no worries.

:)
China must become FULL STACK to take on the current Alpha

 

ansy1968

Brigadier
Registered Member
From @Oldschool

Please, Log in or Register to view URLs content!


similar to KLAtencor surface defect detection and characterization.


Please, Log in or Register to view URLs content!

华峰测控作为国内最早进入半导体测试设备行业的企业之一,公司在行业内深耕二十余年, 聚焦于模拟和混合信号测试设备领域。
Please, Log in or Register to view URLs content!

Mixed Signal IC tester, equivalent to Advantest
 

coolieno99

Junior Member
Report is about TSMC, Apple, Intel and Tencent.
Apparently Intel will manufacture the 3nm chips for Apple instead of TSMC.
Intel will also provide system hardware for Tencent's cloud service.

 

BlackWindMnt

Captain
Registered Member
33 Secrets, Alpha M, Alpha Male Strategies, Rollo Tomasi, Better Bachelor, Darius M, Aba and Preach, Entrepreneurs with Cars... etc...
All that to be able to say "hi" to a girl :p

Report is about TSMC, Apple, Intel and Tencent.
Apparently Intel will manufacture the 3nm chips for Apple instead of TSMC.
Intel will also provide system hardware for Tencent's cloud service.

Sounds like TSMC has been harvested if the 3nm intel rumor is true.
 
Status
Not open for further replies.
Top