Chinese semiconductor industry

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FairAndUnbiased

FairAndUnbiased

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gadgetcool5 said:
In my view the Chinese public is correct. How often do you hear rumors or random things posted on message boards that never materialize into anything. It is easy to make anonymous claims or promises, but tough to show results. People will believe when they can go to the store and buy a device with Chinese designed chips on Chinese IP that was fabbed in a Chinese foundry using Chinese SME and is sold to them via a Chinese company and they can download Chinese software to run on the Chinese OS that is installed on the device.
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You mean something like the Huawei Nova 8 SE with Kirin 710A fabbed in SMIC?

The public has no idea what kinds of SME or software even exist.
 
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Overbom

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gadgetcool5 said:
In my view the Chinese public is correct. How often do you hear rumors or random things posted on message boards that never materialize into anything. It is easy to make anonymous claims or promises, but tough to show results. People will believe when they can go to the store and buy a device with Chinese designed chips on Chinese IP that was fabbed in a Chinese foundry using Chinese SME and is sold to them via a Chinese company and they can download Chinese software to run on the Chinese OS that is installed on the device.
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I am following @WTAN @foofy @Oldschool posts for a long time and all their "rumors" were eventually proven correct.

Normally I would agree with you but when I have so many examples of credible posters posting correct news then I pay attention to what they say
 
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supersnoop

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FairAndUnbiased said:
You mean something like the Huawei Nova 8 SE with Kirin 710A fabbed in SMIC?

The public has no idea what kinds of SME or software even exist.
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Also to add... software is kind of nebulous and country of origin is irrelevant.
Hikvision is running an embedded Linux OS on their NVR, is this a "Chinese OS"?

Some high end treadmills manufactured by a Taiwanese company Johnson Fitness, with engineering staff in China running an embedded Android OS, is this a "Chinese OS"? It has an optional WeChat App... Now is it a Chinese OS?
 
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caudaceus

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supersnoop said:
Also to add... software is kind of nebulous and country of origin is irrelevant.
Hikvision is running an embedded Linux OS on their NVR, is this a "Chinese OS"?

Some high end treadmills manufactured by a Taiwanese company Johnson Fitness, with engineering staff in China running an embedded Android OS, is this a "Chinese OS"? It has an optional WeChat App... Now is it a Chinese OS?
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I imagine if Linux and OSS gained traction just recently, it would be condemned by the Blob because it allows sidestepping software export control and helping authoritarian states building "information system for repression".
 
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BlackWindMnt

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caudaceus said:
I imagine if Linux and OSS gained traction just recently, it would be condemned by the Blob because it allows sidestepping software export control and helping authoritarian states building "information system for repression".
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Linux is not a US product people from all over the world have been working and adding to that kernel. It would set a really strange precedent regarding open source and global commons IP.
 
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Overbom

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Another attack from the US.
US is now pressuring SK Hynix to stop its planned investment in its huge Chinese facility.

Let's see now how South Korea will "bravely" protect its company from the US
Plans by Korea's SK Hynix to overhaul a huge facility in China so it can make memory chips more efficiently are in jeopardy, sources familiar with the matter told Reuters, because U.S. officials do not want advanced equipment used in the process to enter into China.
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SK Hynix production plans call for the company to upgrade a mass production facility in Wuxi, China, with some of the latest extreme ultraviolet lithography (EUV) chipmaking machines made by Dutch firm ASML,
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Blitzo

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gadgetcool5 said:
In my view the Chinese public is correct. How often do you hear rumors or random things posted on message boards that never materialize into anything. It is easy to make anonymous claims or promises, but tough to show results. People will believe when they can go to the store and buy a device with Chinese designed chips on Chinese IP that was fabbed in a Chinese foundry using Chinese SME and is sold to them via a Chinese company and they can download Chinese software to run on the Chinese OS that is installed on the device.
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You've just described PLA watching as well.

The art of PLA watching, much like watching the Chinese semiconductor industry, is recognizing the credible rumours from the ones that should be ignored.


By extension, it means that if one doesn't have the ability to recognise sources of credible rumours, then one can graciously defer to the authority and judgement of other people who know better.
 
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MortyandRick

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Overbom said:
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Another attack from the US.
US is now pressuring SK Hynix to stop its planned investment in its huge Chinese facility.

Let's see now how South Korea will "bravely" protect its company from the US
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Question, since Chinese memory makes can't get EUV, will they ultimately be even more behind in mentor technology or is memory Tech lead dependent on EUV as a whole?
 
FairAndUnbiased

FairAndUnbiased

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MortyandRick said:
Question, since Chinese memory makes can't get EUV, will they ultimately be even more behind in mentor technology or is memory Tech lead dependent on EUV as a whole?
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No, depends on what kind of memory. NAND flash only cares about layer numbers which is reliant on the core tech of reactive ion etching that China has leading edge suppliers in.

NAND flash doesn't even go by nm as a metric (typically most economical is 16-22 nm though), they go by layer numbers and YMTC has leading edge 128 layer chips.

RAM I don't know much about.
 
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