Chinese semiconductor industry

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Xizor

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Trump demonstrated the great vulnerability of China to sanctions on tech. If China truly aspires to be a great power independent of others, China must have the wherewithal to produce all manner of high tech goods itself, without relying on hostile or fickle foreign suppliers who for whatever reason could decide to stop supplying China with high tech products and parts.
As we all see for ourselves, China still is non committed towards the "independence push". I reserve my judgement of this apparent response of China (as time would tell ) but the reason why i think China is still non committed might have to do with export competitiveness of Chinese electronics in Global markets. As Xiaomi/ BBK/Transsion make up the biggest share of smartphone market in many regions, they all depend on Android ecosystem. Chip design aside, they can't really push for more technology liberation without getting pressured by a concerned Google, arm etc.

So China can't be independent ( in the sense you are implying) without engaging in a technology revolution of sorts. What i think can be done is to secure mainland technology independence and seek brisk but not rushed change.
 

tokenanalyst

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As we all see for ourselves, China still is non committed towards the "independence push". I reserve my judgement of this apparent response of China (as time would tell ) but the reason why i think China is still non committed might have to do with export competitiveness of Chinese electronics in Global markets. As Xiaomi/ BBK/Transsion make up the biggest share of smartphone market in many regions, they all depend on Android ecosystem. Chip design aside, they can't really push for more technology liberation without getting pressured by a concerned Google, arm etc.

So China can't be independent ( in the sense you are implying) without engaging in a technology revolution of sorts. What i think can be done is to secure mainland technology independence and seek brisk but not rushed change.
I do not believe that China and Chinese companies should be "independent", but rather work in a state of reduced dependency and risk awareness and assessment.
-For example, they should be able to make chips on the oldest nodes (40nm +) using 100% Chinese equipment and software. In that way, they will groom a local semiconductor ecosystem without losing access to the cutting edge.
-They must use local alternatives and collaborate-invest in local suppliers as much as possible, they must be able to grow with them.
-Have a risk classification system for its suppliers.
-Companies such as Xiaomi, BBK, Huawei must create technological associations, to promote standards, technological interoperation, investment in R&D in areas of common ground such as Nanolithography, EDA, semiconductor IP, operating systems, compilers, open source technology, etc. . They are much stronger and more capable if they stick together.
-Increase cooperation and investment partnerships with Chinese universities and R&D institutions to accelerate development from laboratory to the market.
-They should not leave everything in the hands of the government because no matter how powerful the Chinese government is and how deep the government's pockets are, if there is little collaboration and will from the companies, most of the initiatives will go nowhere.
 

tokenanalyst

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@tokenanalyst bro your opinion regarding Huawei Hisilicon 3D stacking tech, do you think they had overcome the heating problem?
The most recent patent indicates that they have a method to dissipate heat outside the chip, but I can't tell you if they have a solution to the internal heat problem through TSVs, although they probably do. Huawei has been working on the problem for a while.

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ansy1968

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The most recent patent indicates that they have a method to dissipate heat outside the chip, but I can't tell you if they have a solution to the internal heat problem through TSVs, although they probably do. Huawei has been working on the problem for a while.

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@tokenanalyst thanks bro really appreciated, gosh!!!! they had been working on it since 2019 or earlier. And I think the ban may had accelerated the program. So next year will be the true test after the completion of their Shanghai FAB.

Bro SMIC is also working on the same tech under the guidance of Chang Shang Yi, do they had the same progress? or there are collaboration between Huawei and SMIC?
 

pmc

Major
Registered Member
EU expect friction between Germany and China in Semiconductors. Europe dependence on US leadership will increase as cost of input into there industries rises.
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One of the reasons behind the push for self-sufficiency is to be free from geopolitics. There are concerns that frictions between the U.S. and China, or Germany and China, could disrupt supply chains even further.
 

weig2000

Captain
EU expect friction between Germany and China in Semiconductors. Europe dependence on US leadership will increase as cost of input into there industries rises.

I don't think that's what the article is saying. EU worries about supply chain disruption due to geopolitics between the US and China, which also may impact semiconductor. EU is not dependent on China in semiconductor per se. Germany and China might also have friction going forward because of the new German government policy, but those would not reflect in semiconductor.
 

Phead128

Captain
Staff member
Moderator - World Affairs
EU expect friction between Germany and China in Semiconductors. Europe dependence on US leadership will increase as cost of input into there industries rises.
The article suggests friction between Germany and China in semiconductors is bad.

"There are concerns that frictions between the U.S. and China, or Germany and China, could disrupt supply chains even further."

It's the only mention of China in that entire article.
 
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