Chinese semiconductor industry

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sinophilia

Junior Member
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These people left the corporate board, but they haven't all left the company.
SMIC can't produce smaller than 7nm with their current tools, and even 7nm might not be cost efficient with those tools.
Their growth is being limited by the machine tools sanctions alone.

Machine tools sanctions are causing them problems? I thought China had largely mastered most aspects of that expertise?

Do you mean semiconductor equipment?
 

AssassinsMace

Lieutenant General
The fact is if US companies want to compete internationally, they have to find the cheapest places to manufacture because their foreign competition will if they don't. No one in the world is going to buy their products because it costs more. The only way they can insulate themselves as much as they can is to isolate themselves like they were living in a fish bowl but then they aren't completely secure because the US doesn't have the majority of every raw material they need to make to make things. That's where how today even Western countries complain how China drives cost of raw materials up in competition to get them internationally. The mentality of those that want US supply chains completely within the country think just paying workers their expensive labor costs will make Americans products affordable to Americans. No that just makes the cost of everything in the US go higher because that means less profit margins which reduces money that goes into expansion and R&D while competitors don't have that problem and they'll have a cheaper alternatives to offer consumers. The US could form an economic alliance instead of just the US. Same problems but just bigger because most of the US's allies have smaller populations and/or have few resources themselves alone. There's a reason why the countries that have an aggressive history of invading others also have few resources of the own. Now they're all allied together because the rest of the world has those resources that none of them are in control of it. There's an assumption that China cheats countries out of their resources. If China is cheating countries, why hasn't there been any word from international bodies like the UN to stop China? The fact is China outbids the critics meaning China is paying more than they offer. They complain that China has driven up the prices of commodities... because China is paying more than the West offers. Does anyone think countries would rather sell to the West for cheap and China is somehow pointing a gun to the heads forcing countries to accept more money...? Only with the West's conceitedness thinks that's possible just like believing developing countries would rather have more restrictive Western conditions place on themselves to get infrastructure loans than from China. The world doesn't rather want to choose the West if it means the lesser the money they get. The way the West thinks is unnatural. They want the world to be dependent on them but they hate people who can't take of themselves and especially when they expect things for free from them. Then on the opposite end they hate people who are independent because that means they not in control of them. See that's why they're scared of China. They drum up so much hate against China yet the natural order of things favors China.
 

styx

Junior Member
Registered Member
i don't know much about chip manufacturing but i know that usa and europe have not been competitive with asia in terms of consumer hi tech since the '70s (japan transistor radio), and i know that china is the most powerful and rich of talent (by sheer numbers) asian country. No way that China can't emerge as hi tech powerhouse. America will regret Biden and trump politics.
 

horse

Colonel
Registered Member
Oh look. Another US own goal caushing semiconductor shortages...

They are forced to do that.

The Americans want to set up an IC supply chain without Chinese inputs, and they also want their American allies not to use Chinese inputs.

If the Americans start using Chinese inputs, then the allies would never follow along.

So in this case, America must not buy from the Chinese and delay their own plans. The Americans have no choice, they have to cut off their own nose to spite their face.

:D
 

dfrtyhgj

Junior Member
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America has lost the war already. The upcoming Xi/Brandon meeting happens during morning times in China. Biden is trying to get something for free from China since he's forced to drop the tariff due to hyperinflation starting in the US.
 

ansy1968

Brigadier
Registered Member
From @Oldschool his thought regarding the situation happening inside SMIC and the recent events.

even thought ASML said it would ship DUV to china but the DUV equipments ordered by SMIC earlier in the year have not been released. It leads to thinking that US maybe putting pressure behind this. This could have an major effect on SMIC recent changes. Besides lithography there are other chemicals needed for 7nm too that SMIC may not able to get. That's why SMIC got stuck in 14 or 12nm even those are being questioned. US government also discouraged intel from expanding its production in China . US wants to choke off China in all aspects.
 

FairAndUnbiased

Brigadier
Registered Member
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And we smh have people saying that the US Government doesn't interfere with private companies lol



Oh look. Another US own goal caushing semiconductor shortages...

Bidn is clearly a puppet. He has zero background in semiconductor or electronics or global trade. He was a lawyer before being a career politician.
 
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