antiterror13
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yeappp
Chinese semiconductor industry
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I just love this quote:
LMFAO.
@FairAndUnbiased
That's true but they do have domestic companies in the fields of packaging, wafer cleaning, etc., so not completely null. The bigger point here is that production of SMEE, AMEC, etc. has been essentially greenlighted to sell to the biggest semiconductor manufacturers in the world like TSMC. This is the most important bit there, meaning that TSMC & co fabs at least in China will also prioritize Chinese equipment over Western ones, hence increasing the revenue and allowing faster R&D for Chinese equipment manufacturers. It is great news.
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@dfrtyhgj bro found the answer to your riddle, TSMC had shipped the unfinished 5nm chip as the deadline approaches. Then Huawei themselves with the help of domestic Chinese Packaging company did the final packaging and testing. The result an improvement on Kirin 9000 series of 5nm chip the Kirin 9006C. Hisilicon is an important asset of Huawei as it proven to be world class in chip design. Hope this help Bro.
Just when many people thought that Kirin chips would not be seen for a long time, Huawei suddenly released a blockbuster: Kirin 9006C chips, which are still using 5nm process technology. So, the question is, who is it that made the OEM for Huawei? Huawei Kirin 9006C chip comes out. The two cores of this Kirin 9006C are mainly used in Huawei's Qingyun series of notebooks. This notebook has truly achieved complete localization from the inside to the outside, but the biggest highlight is the Kirin 9006C chip. According to the outgoing news, this chip mainly uses 5nm process technology. As we all know, the Kirin chip can be said to be Huawei's trump card. So why did Huawei choose to launch its most proud Kirin chip when Huawei's development is not particularly good? Wouldn't it be good to wait for Huawei to launch it when it develops rapidly? Why did Huawei choose to make the Kirin 9006C chip debut? At first, keep Huawei's consumer market. At present, there are many strong opponents in the domestic and international markets. Huawei will face great challenges and threats in the 4G market. Therefore, in this case, Huawei may want to use the powerful Kirin chip to appear on Huawei's tablet, so as to avoid the return of Huawei's future king, its original consumer market will be empty.
4.1K views7 hours ago
@tinrobert Sir permission to post, had seen it in Google webpage with Seeking Alpha logo. And @horse bro just like you predicted 5G application , AI and EV will make China the winner in the Semiconductor War with the US. It will take time, a lot of effort and hard work BUT the conditions, the environment and the inevitable will is in China's favor.
The pandemic-fueled race toward digitalization has given rise to a global chip shortage. While the shortage is causing headaches around the globe, China’s situation is unique because it coincides with the massive proliferation of electric vehicles and 5G networks in the country. These areas demand a healthy supply of powerful chips. As a result, China has made developing its domestic semiconductor manufacturing capability a national priority; we believe this may present an opportunity for investors.
While both the US and China are committing tens of billions of dollars to their domestic semiconductor industries1, there is still a wide gulf between them. The US is already home to dominant global manufacturers like Intel and Nvidia. Meanwhile, China has only recently begun developing its capacity to produce the types of advanced semiconductors that are in highest demand right now. While China’s global market share is essentially starting from zero, we believe there is upside potential in the space and a healthy crop of companies positioned to tackle the challenge.
Private investors are already seizing this opportunity. US venture capital firms including Sequoia, Matrix, and Walden International, among other US-based private investors, participated in 58 investment deals in China’s semiconductor industry from 2017 to 2020, which is more than twice the number of deals inked the prior four years.2 We believe China’s semiconductor industry is drawing investors for three key reasons: strong government support, lower costs with additional supply chain efficiency gains, and digitalization trends that are outpacing the rest of the world.
China’s government, like the US government, views its reliance on chip imports as a serious national security liability. The government has made the development of the semiconductor industry a national priority in its 14th Five Year Plan and is targeting 70% import substitution by 2025 and complete import substitution by 20304. The government is already putting capital to work in achieving its objective. China established a National Semiconductor Fund in 2014, raising an initial $35 billion and another $21 billion in 2019. Furthermore, 15 local government semiconductor funds have been established and have already raised a total of $25 billion.5
The government is also offering support to the industry through favorable policy. In August 2020, China exempted advanced nodes semiconductor companies from paying taxes for 10 years.6
The establishment of Free Trade Zones (FTZs) in Shanghai, the home of Tesla’s Gigafactory, and the Greater Shenzhen Bay Area also bodes well for the development of the industry. Within FTZs, semiconductor manufacturers can enjoy access to cross-border financial services and unfettered access to customers globally.
Furthermore, tax breaks and lower labor costs make semiconductor manufacturing more economical in China compared to the US. According to Boston Consulting Group, the 10-year cost of ownership of a semiconductor manufacturing facility is, on average, 34% less in Mainland China than in the U.S. South Korea and Taiwan, which are currently world leaders in semiconductors, do not offer as steep a discount as Mainland China when it comes to operating semiconductor foundries.
China currently leads the world in its rollout of 5G network technology. The country now boasts more than one million 5G base stations, covering most major metropolitan areas. Furthermore, shipments of 5G-enabled smartphones from January to August of 2021 have increased by 80% year-over-year, reaching 168 million units.7 China is projected to have over 430 million 5G users by 2025, compared to an expected 178 million in the US.8 Digitalization trends bolstered by 5G adoption will include smart home devices, smart cities, and personal devices other than smartphones, all of which will require more advanced semiconductors.
Vehicle digitalization is also a key demand driver for semiconductors. China is the largest electric vehicle (EV) market globally and more than 1.4 million EVs were sold in the country in 2020, accounting for over 40% of the EVs sold worldwide.9 China is also outpacing the world when it comes to autonomous vehicles as robo-taxis are already in use in five cities.
New vehicles, both internal combustion engine (ICE) vehicles and EVs, will require more extensive semiconductor components as vehicle technology progresses, especially as more autonomous driving features are introduced. Electronics are expected to reach nearly half of the cost of new vehicles by 2030.
Revenues among the top five semiconductor holdings in KFVG (as of Q3 2021) have increased at a compound annual growth rate (CAGR) of 35%, on average, for the past five years. Furthermore, several China-based semiconductor companies are well on track to gain greater global market share within their respective industries. In particular, Will Semiconductors’ CMOS image sensors (CIS) pipeline is central to the extensive camera-enabled systems being added to automobiles. HSBC estimates that Will Semiconductor’s OmniVision will likely overtake OnSemi (a US CIS company and not a holding of KFVG) to become the top image sensor supplier in 2022 by market share.10
Dec 1, 2021 — As a result, China has made developing its domestic semiconductor manufacturing capability a national priority; we believe this may present an ...
You visited this page on 12/7/21.
Zero to One: The Rise of China’s Semiconductor Industry
December 1, 2021By Derek Yan, Henry Greene, and Megan Gummer
Share this:The pandemic-fueled race toward digitalization has given rise to a global chip shortage. While the shortage is causing headaches around the globe, China’s situation is unique because it coincides with the massive proliferation of electric vehicles and 5G networks in the country. These areas demand a healthy supply of powerful chips. As a result, China has made developing its domestic semiconductor manufacturing capability a national priority; we believe this may present an opportunity for investors.
While both the US and China are committing tens of billions of dollars to their domestic semiconductor industries1, there is still a wide gulf between them. The US is already home to dominant global manufacturers like Intel and Nvidia. Meanwhile, China has only recently begun developing its capacity to produce the types of advanced semiconductors that are in highest demand right now. While China’s global market share is essentially starting from zero, we believe there is upside potential in the space and a healthy crop of companies positioned to tackle the challenge.
Private investors are already seizing this opportunity. US venture capital firms including Sequoia, Matrix, and Walden International, among other US-based private investors, participated in 58 investment deals in China’s semiconductor industry from 2017 to 2020, which is more than twice the number of deals inked the prior four years.2 We believe China’s semiconductor industry is drawing investors for three key reasons: strong government support, lower costs with additional supply chain efficiency gains, and digitalization trends that are outpacing the rest of the world.
Strong Government Support
Despite being an important node in the global technology supply chain and a vast consumer market, China remains far from self-reliance in chips. IC Insights estimates that China can only satisfy 16% of its demand for integrated circuits from local sources,3 outpacing crude oil as the country’s largest product import.4
China’s government, like the US government, views its reliance on chip imports as a serious national security liability. The government has made the development of the semiconductor industry a national priority in its 14th Five Year Plan and is targeting 70% import substitution by 2025 and complete import substitution by 20304. The government is already putting capital to work in achieving its objective. China established a National Semiconductor Fund in 2014, raising an initial $35 billion and another $21 billion in 2019. Furthermore, 15 local government semiconductor funds have been established and have already raised a total of $25 billion.5
The government is also offering support to the industry through favorable policy. In August 2020, China exempted advanced nodes semiconductor companies from paying taxes for 10 years.6
The establishment of Free Trade Zones (FTZs) in Shanghai, the home of Tesla’s Gigafactory, and the Greater Shenzhen Bay Area also bodes well for the development of the industry. Within FTZs, semiconductor manufacturers can enjoy access to cross-border financial services and unfettered access to customers globally.
Efficiency Gains & Low Costs
Many global technology companies, such as Tesla and Apple, choose China as a key node in their supply chains. Thus, the proximity of China-based semiconductor companies to the hubs of production for global technology companies could give China-based firms an advantage over multinationals. Also, domestic companies’ deep understanding of customers and market dynamics in China gives them an additional advantage over multinationals when it comes to selling into China’s market.Furthermore, tax breaks and lower labor costs make semiconductor manufacturing more economical in China compared to the US. According to Boston Consulting Group, the 10-year cost of ownership of a semiconductor manufacturing facility is, on average, 34% less in Mainland China than in the U.S. South Korea and Taiwan, which are currently world leaders in semiconductors, do not offer as steep a discount as Mainland China when it comes to operating semiconductor foundries.
5G & Tech-Heavy Automobiles to Drive Demand
China is currently experiencing two key digitalization trends: the adoption of 5G network technology and electric vehicles. China is outpacing the rest of the world in its rapid adoption of both new technologies. The adoption of these technologies, in turn, may cause semiconductor demand growth to outpace the rest of the world over the next five years.China currently leads the world in its rollout of 5G network technology. The country now boasts more than one million 5G base stations, covering most major metropolitan areas. Furthermore, shipments of 5G-enabled smartphones from January to August of 2021 have increased by 80% year-over-year, reaching 168 million units.7 China is projected to have over 430 million 5G users by 2025, compared to an expected 178 million in the US.8 Digitalization trends bolstered by 5G adoption will include smart home devices, smart cities, and personal devices other than smartphones, all of which will require more advanced semiconductors.
Vehicle digitalization is also a key demand driver for semiconductors. China is the largest electric vehicle (EV) market globally and more than 1.4 million EVs were sold in the country in 2020, accounting for over 40% of the EVs sold worldwide.9 China is also outpacing the world when it comes to autonomous vehicles as robo-taxis are already in use in five cities.
New vehicles, both internal combustion engine (ICE) vehicles and EVs, will require more extensive semiconductor components as vehicle technology progresses, especially as more autonomous driving features are introduced. Electronics are expected to reach nearly half of the cost of new vehicles by 2030.
KFVG offers access to China’s leading semiconductor companies
offers access to the leading chipmakers in China and the companies spearheading the development of the country’s 5G networks, which we believe will be a significant driver of demand for chips for decades to come.Revenues among the top five semiconductor holdings in KFVG (as of Q3 2021) have increased at a compound annual growth rate (CAGR) of 35%, on average, for the past five years. Furthermore, several China-based semiconductor companies are well on track to gain greater global market share within their respective industries. In particular, Will Semiconductors’ CMOS image sensors (CIS) pipeline is central to the extensive camera-enabled systems being added to automobiles. HSBC estimates that Will Semiconductor’s OmniVision will likely overtake OnSemi (a US CIS company and not a holding of KFVG) to become the top image sensor supplier in 2022 by market share.10
Conclusion
While both the US and China are spending heavily to ramp up their domestic semiconductor industries, China’s industry remains underdeveloped compared to that in the US, representing a greater potential upside for investors. Furthermore, we believe that strong government investment, favorable policy, low costs, and the potential for domestic demand to skyrocket due to digitalization trends from 5G development and vehicle technologies that are outpacing the rest of the world make China’s semiconductor industry an attractive long-term investmentDec 1, 2021 — As a result, China has made developing its domestic semiconductor manufacturing capability a national priority; we believe this may present an ...
You visited this page on 12/7/21.
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Lady liberty.
In4ser
Junior Member
I wonder if the reason TSMC plans to use more Chinese suppliers is partially due to the fact that Taiwan forced it to provide the US with sensitive company information to Intel and other American companies. Since knows it cannot compete against US money and influence propping up US companies, it's using the only supplier the US is unable to buy from, China. Since the US cannot buy from Chinese companies sensitive parts and equipment, even if they knew how TSMC operates, these companies cannot copy them due to national security laws and beat them using US government support.
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@tokenanalyst Bro question, can ASML DUVL function using mostly Chinese domestic materials like photoresist and others? And from this YT video about SMEE history and the " 02 project", it is said that the full spectrum import substitution had been partially achieved with the last piece SSA800 28NM DUVL had been delivered for verification in DEC of 2020. With A year of verification and development we can Cautiously assume that SMEE DUVL had been certified?
"China Focus" is a YouTube channel created to provide current events and pop culture headlines from China.Here you can get to know a more real China through my video. Today we will talk about the topic of Chinese lithography machines. Nowadays, the technology made in China has attracted more and more attention from countries all over the world. In recent years, China's chip and lithography machines have made great progress. Today, we will learn about the development history of Chinese-made lithography machines. China's major science and technology project "VLSI Manufacturing Equipment and Complete Processes" was launched in 2008, when the United States was in deep economic crisis and China was in a prosperous world because of the Beijing Olympic Games. In 2006, semiconductor chips surpassed oil and became the largest importer in China. Commodities. This project is also called "02 Special Project" or "02 Major Special Project" because it ranks second among the 16 major projects launched in the same period. At the same time, 16 major projects launched include manned spaceflight project, lunar exploration project, Beidou satellite navigation system, large aircraft project, new generation broadband wireless mobile communication network, fifth generation mobile communication network 5G, etc. It can be seen that in recent years, the United States has also shown the foresight of "02 Project" in the field of semiconductor chips. However, compared with other special projects, such as manned spaceflight entering the space station era, Beidou satellite navigation system global networking completed, lunar exploration project "wrapped back" ended perfectly, 5G construction progress ranked first in the world, C919 large aircraft was already in test flight, and 02 special project was much lower-key. Although the "card neck" in the United States gave Chinese people a free lesson on popularizing semiconductor chips, which made semiconductor chips popular in China and related stocks popular in the market, the 02 special project was still very low-key and did not enter the public's field of vision. Thanks for your watching and subscribing.
269 views1 hour ago
"China Focus" is a YouTube channel created to provide current events and pop culture headlines from China.Here you can get to know a more real China through my video. Today we will talk about the topic of Chinese lithography machines. Nowadays, the technology made in China has attracted more and more attention from countries all over the world. In recent years, China's chip and lithography machines have made great progress. Today, we will learn about the development history of Chinese-made lithography machines. China's major science and technology project "VLSI Manufacturing Equipment and Complete Processes" was launched in 2008, when the United States was in deep economic crisis and China was in a prosperous world because of the Beijing Olympic Games. In 2006, semiconductor chips surpassed oil and became the largest importer in China. Commodities. This project is also called "02 Special Project" or "02 Major Special Project" because it ranks second among the 16 major projects launched in the same period. At the same time, 16 major projects launched include manned spaceflight project, lunar exploration project, Beidou satellite navigation system, large aircraft project, new generation broadband wireless mobile communication network, fifth generation mobile communication network 5G, etc. It can be seen that in recent years, the United States has also shown the foresight of "02 Project" in the field of semiconductor chips. However, compared with other special projects, such as manned spaceflight entering the space station era, Beidou satellite navigation system global networking completed, lunar exploration project "wrapped back" ended perfectly, 5G construction progress ranked first in the world, C919 large aircraft was already in test flight, and 02 special project was much lower-key. Although the "card neck" in the United States gave Chinese people a free lesson on popularizing semiconductor chips, which made semiconductor chips popular in China and related stocks popular in the market, the 02 special project was still very low-key and did not enter the public's field of vision. Thanks for your watching and subscribing.
In theory yes, Chinese photoresist companies buy ASML machines to develop and test their products and SMIC do their own masks.
Can't say for sure but that will be great.
China's ACM Research has landed orders for its space alternated phase shift (SAPS) Ultra C SAPS V 12-chamber single-wafer cleaning tools from a major US semiconductor manufacturer, accelerating the localization of chipmaking equipment in the country.
Currently, ACM holds 23% share in China's wafer processing solutions market. The company first captured industry attention in 2009 when it developed the SAPS advanced wafer-cleaning technology as an alternative for conventional megasonic cleaning. The SAPS can minimize the risk of creating a rough wafer surface during the cleaning process.
ACM's five major clients Huahong Group, Yangtze Memory Technologies, Semiconductor Manufacturing International (SMIC), SK Hynix, and Jiangsu Changjiang Electronics account for 83.36% of its consolidated revenues in 2020, according to industry sources. With demand for semiconductors increasing in recent years, ACM's revenues had risen from CNY550 million (US$8,657) in 2018 to CNY1 billion in 2020.
In the past, ACM mainly served Chinese semiconductor companies and Chinese factories owned by global firms. However, after receiving orders from South Korea's SK Hynix in 2013 and a major US chipmaker recently, ACM is furthering its efforts to enter the global market, the sources said.
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