Chinese semiconductor industry

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FairAndUnbiased

FairAndUnbiased

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gadgetcool5 said:
I have noticed the word choice of the headline is indicative of a difference between Chinese and Western cultures. The Chinese government and even most of its ardent nationalists talk only of "tech independence", but the WSJ says "dominance." In general, China plays for equality and independence- a largely defensive game. ("Don't interfere in my internal affairs, etc.") However, in Western culture it is either dominate or be dominated. There is no equality of two nations or two individuals. You are either #1 or you are a vassal. If China is not a vassal, then it must be seeking dominance, to make the West a vassal, and is thus an existential threat. Thus the West tends to play an inherently offensive game.
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It's better to underpromise and overdeliver than to overpromise and underdeliver, if for no other reason than if you underpromise and overdeliver, you still have some credibility.
 
Xizor

Xizor

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Skywatcher said:
That's stopping Huawei and ZTE from selling anymore stuff to US telecom operators.
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And that is going to hurt rural and suburban united states. Huawei infrastructure was favored by Telecom service providers as it was technologically competent and value for money. Now, there is less competition and relatively costly equipments for extending 4G coverage ( the new infrastructure bill would help?).

What more, the existing Huawei supplied infrastructure will be demolished and swapped due to the spontaneously discovered "national security concerns".
 
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Overbom

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dfrtyhgj said:
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Would be good to know what % of domestic demand they will be able to supply after all these fabs are built.

Btw has there been any behind-the-scenes work to proliferate SMIC tech to other domestic companies?

If China needs to wait for SMIC then it would take a long time. We need to have many companies working on the same thing
 
Xizor

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Overbom said:
If China needs to wait for SMIC then it would take a long time. We need to have many companies working on the same thing
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And what about the Human Resource required to operate the fabs ? Process technology and experience is hard to accumulate. The painful tale of China's semiconductor investments in the past decades faltering had this lack of experienced talents as a root cause in many cases.

HMSC (Wuhan Hongxin) didn't take off partly due to this shortcoming in recruitment. What SMIC is doing is right. Build up capacity and train more. Look for outside talents ( Taiwan, SK, Japan) too.
 
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ansy1968

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Overbom said:
Would be good to know what % of domestic demand they will be able to supply after all these fabs are built.

Btw has there been any behind-the-scenes work to proliferate SMIC tech to other domestic companies?

If China needs to wait for SMIC then it would take a long time. We need to have many companies working on the same thing
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@Overbom bro on the first question my view (a big IF) with 12nm/14nm SMIC SN1 Shanghai FAB in mass production with the addition of new domestic equipped FABS that will focus on 28nm at about 80% of its capacity. Regarding the sharing of tech to other company from my perspective Hua Hong, Hua Li and the incoming Huawei (with Hisilicon) has the wherewithal and competency to produce a 14nm chips.
 
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SteelBird

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ansy1968 said:
@Overbom bro on the first question my view (a big IF) with 12nm/14nm SMIC SN1 Shanghai FAB in mass production with the addition of new domestic equipped FABS that will focus on 28nm at about 80% of its capacity. Regarding the sharing of tech to other company from my perspective Hua Hong, Hua Li and the incoming Huawei (with Hisilicon) has the wherewithal and competency to produce a 14nm chips.
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I just listen to a Youtube news channel talking about SMIC that Jian Shangyi, Liang Mengsong and Yang Guanglei have all left SMIC. They are the iron triple Taiwan gang in SMIC. If they all left it would mean that SMIC from now on will not make anything lower than 14mn. SMIC can't get DUV and EUV anyway.

I don't make any conclusion, I don't much about SMIC or China's semiconductor industry or how much China can be independent from Western technology in semiconductor.

This news is a bit more neutral:
 
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