Chinese semiconductor industry

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coolieno99

coolieno99

Junior Member
Hendrik_2000 said:
Well I am not so sure But if you ever go to Cupertino almost 40% or more are Asian
What percent of Cupertino is Asian?

According to the most recent ACS, the racial composition of Cupertino was: Asian: 67.48% White: 26.95% Two or more races: 3.26%
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Cupertino also had an woman Chinese mayor. It's like Chinatown, lot of Chinese restaurants. It's also the home of Apple. Silicon Valley, from San Francisco to San Jose, has the highest concentration of overseas Chinese in North America. The co-founders of Yahoo and Youtube were Taiwanese. The CEO of Nvidia is Chinese. The head of University of Santa Clara engineering dept. was a Chinese. When he retired, he shipped many enginneering textbooks back to China. Intel corporate office is in Santa Clara. There were many Chinese work at Cadence EDA. The inventor of finFET was a Chinese professor at UC Berkeley (across the Bay from San Francisco). San Francisco Chinatown is consider the largest Chinatown in the world.
 
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ansy1968

Brigadier
Registered Member
coolieno99 said:
Cupertino also had an woman Chinese mayor. It's like Chinatown, lot of Chinese restaurants. It's also the home of Apple. Silicon Valley, from San Francisco to San Jose, has the highest concentration of overseas Chinese in North America. The co-founders of Yahoo and Youtube were Taiwanese. The CEO of Nvidia is Chinese. The head of University of Santa Clara engineering dept. was a Chinese. When he retired, he shipped many enginneering textbooks back to China. Intel corporate office is in Santa Clara. There were many Chinese work at Cadence EDA. The inventor of finFET was a Chinese professor at UC Berkeley (across the Bay from San Francisco). San Francisco Chinatown is consider the largest Chinatown in the world.
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@coolieno99 bro are you from the SF, what happen? It was a stark contrast when I visited in 2016, at that time I already see the huge wealth disparity , an affluent block next to a drug infested street. Now I read that there is a law and order problem with daylight crime being committed openly without fear of being arrested.
 
coolieno99

coolieno99

Junior Member
ansy1968 said:
@coolieno99 bro are you from the SF, what happen? It was a stark contrast when I visited in 2016, at that time I already see the huge wealth disparity , an affluent block next to a drug infested street. Now I read that there is a law and order problem with daylight crime being committed openly without fear of being arrested.
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San Francisco has extremes. Some very wealthy, and some very poor, and the gap has grown wider over time. But if you go further south of the peninsula, outside of San Francisco, living conditions improve to a point like the difference between night and day. It's just San Francisco has those odd problems. The crime rate in Cupertino(home of Apple), Sunnyvale(home of Applied Materials), Santa Clara(home of Intel), Mt. View (home of Google), Palo Alto (home of Hewlett Packard), Menlo Park(home of Facebook), is very, very low. Like Hendrik said, Cupertino has the highest concentration of Chinese in Silicon Valley. But the problems for most oversea Chinese engineers is that they will hit a glass ceiling and cannot advance to top management positions. Hence, many of them return to China, as can be seen in the EDA fields, which is good for China.
 
horse

horse

Colonel
Registered Member
ansy1968 said:
@horse I don't know bro, maybe a hint that Intel benefited from the harvest of TSMC tech by the Biden administration? I may predict that TSMC within 5 years maybe bought by Intel either due to economic difficulties or legally. As the Chinese FAB or by SMIC alone had grown enough expertise ,competency and scale to challenge the two leaders (Samsung and TSMC).
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I don't think that is the case brother.

TSMC is kind of untouchable at the moment with their lead. It has no competition at the leading edge.

The view that the Americans want to harvest TSMC, I do not really buy, for two reasons.

TSMC will fight to survive. That is why they are in business. If they sell out, then whoever owns it could close down their fabs in Taiwan. It makes no sense for a profitable business to give it all up. That is the first reason.

The second reason is related to China sanctions. China being sanctioned for whatever, is a product of the Cold War, and the CCP is use to it, and sometimes sanctions back, or cut something off, or attack the European or American interests in other ways. Taiwan was never treated the same way like mainland China, they were not sanctioned. If the Americans start to do actions that will destroy Taiwan interests, that is turning on your own almost, and that means it is over. Attack Taiwan via sanctions or restrictions by the Americans, then why would Taiwan allow itself to have TSMC harvested.

That is just business. Half the talk in business is all bullshit anyways.

What we can rely on is the Americans are behind, and they are not catching up like they thought they would. They tell stories of how great they are.

When will everyone be buying a chip fab at an Intel factory? Who knows.

Until then, everyone will be buying from TSMC.

We really have to wait 3 to 5 years to see if Intel can fab a 3nm in their own plant. Until then, we have to wait if they can even get to 7nm-5nm chips.

If they cannot do it now, it is not just one simple thing. It has to be a multitude of issues, that all must be solved at once, and be commercially viable too. I wouldn't hold my breath.
 
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ansy1968

Brigadier
Registered Member
horse said:
I don't think that is the case brother.

TSMC is kind of untouchable at the moment with their lead. It has no competition at the leading edge.

The view that the Americans want to harvest TSMC, I do not really buy, for two reasons.

TSMC will fight to survive. That is why they are in business. If they sell out, then whoever owns it could close down their fabs in Taiwan. It makes no sense for a profitable business to give it all up. That is the first reason.

The second reason is related to China sanctions. China being sanctioned for whatever, is a product of the Cold War, and the CCP is use to it, and sometimes sanctions back, or cut something off, or attack the European or American interests in other ways. Taiwan was never treated the same way like mainland China, they were not sanctioned. If the Americans start to do actions that will destroy Taiwan interests, that is turning on your own almost, and that means it is over. Attack Taiwan via sanctions or restrictions by the Americans, then why would Taiwan allow itself to have TSMC harvested.

That is just business. Half the talk in business is all bullshit anyways.

What we can rely on is the Americans are behind, and they are not catching up like they thought they would. They tell stories of how great they are.

When will everyone be buying a chip fab at an Intel factory? Who knows.

Until then, everyone will be buying from TSMC.

We really have to wait 3 to 5 years to see if Intel can fab a 3nm in their own plant. Until then, we have to wait if they can even get to 7nm-5nm chips.

If they cannot do it now, it is not just one simple thing. It has to be a multitude of issues, that all must be solved at once, and be commercially viable too. I wouldn't hold my breath.
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@horse thanks bro as always, this statement of yours "That is just business. Half the talk in business is all bullshit anyways." is why I miss your post, a truism that needed to point out. :)
 
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