Chinese semiconductor industry

tokenanalyst said:

China ‘will be self-sufficient in 28nm chips in two years’​

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If China manages to make 28nm chips with near 100% with homegrown equipment and software (their own semiconductor ecosystem) i think will be bigger and better achievement than making 3nm chips but totally reliant in foreign equipment subject to the hostility and irrationality of U.S. politicians.

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HereToSeePics said:

I own some Alibaba shares (and I think a few other members of this forum do as well), and we're generally supportive and in awe of China's growth. What do you propose for people and investors in my shoes?

"foreigners" who support China do so for many reasons and if you remove some avenues that we can be financially vested in a subject, then that also removes some of the attachment for people to see a subject do well.

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SanWenYu said:

Alibaba has a unique governance structure, very different than that of the typical public companies. It's kind of like a partnership. Owning a big chunk of the Alibaa shares does not automatically give one the equal say in running the company.

This is what I can find about it in English:

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Basically, Alibaba is run by a steering committee whose memeber are the managers of Alibaba and its related companies. What makes this steering committee special is that its members can "nominate majority of the board of directors".

Alibaba was not punished because of the foreign ownership. It was their monopoly practices that ran at odds with the Chinese government's new priority: social equality.

The foreign owernship in Alibaba are the unfortunate result of shortsight of Chinese domestic investors in the early days. It is said that they all turned their back on Jack Ma. He then had to look for the needed funding abroad. I think Tencent has the same story, too.

The investors, regardless of their allegiance. deserve the return from their investment. This is simply how the game plays.

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horse said:

Tyler said:

The US has a cap on how many % foreigners can own of a US company, like apple, amazon and tesla.

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And Japan has law that prevent or limit China from investing in some companies.

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SanWenYu said:

Bloomberg is an exposed lier on reporting "Chinese espionages".

A few years ago it once reported that China hacked the supply chain of Amazon, Microsoft and Apple by planting a "spy chip" in their computer server mainboards. The report is full of unproven claims from "anonymous sources". Bloomberg upon requests refused to give any contact info of the sources, citing to "protect the sources".

Amazon, Microsoft and Apple issued strongly worded statements dismissing the Bloomberg report as being groundless and false. They thoroughly checked their stock and found nothing. Bloomberg's readers demanded the report authors to come forward with solid evidence, i.e. the mainboard with the said spy chip. Of course neither Bloomberg nor the authors could. What Bloomberg depicted as the "spy chip" in the report's cover photo, was later identified by someone as in fact a widely used, 5 cent a piece power regulation chip.

One of the "anonymous sources" the authors interviewed later responded saying that the authors twisted his words. He said that, in the interview, he only explained to them that from the supply chain attack point of view it is in theory possible for China to do so. The reporter authors then made such theoretical possibility sounding as if it was already the reality in their report.

What's even more ironic is that the same authors had been caught fabricating "China hacking" stories previously.

There you go, your trusted source of information.

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siegecrossbow said:

As someone with Electrical Engineering that was especially glaring.

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Conclusion​

tokenanalyst said:

China CAS working towards an EUV lithography machine, in this paper they are designing the mathematical computational tools to optimize the design of the structure of the EUV mirrors.

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View attachment 80079

View attachment 80080

View attachment 80081

Conclusion​

In order to solve the problem of aberration balance and multi-constraint control in the process of initial structure construction, a mathematical model of the initial structure calculation of off-axis six-mirror reflective is established based on a grouping design method combining spatial ray tracing and aberration correction. In this paper, the solution accuracy and design efficiency are improved by using the natural selection PSO with shrinkage factor, and a design foundation for off-axis six-mirror reflective optical system with minimal aberration optimization potential is provided. Using this method, the design of an off-axis six-mirror reflective optical system with minimal aberration is realized, and its comprehensive wave aberration of the full field of view is 0.011λ RMS.

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