Chinese semiconductor thread II

[pbd456]

I would not be surprised if they used a lot of electric motors with permanent magnets in semiconductor equipment. Anything moving wafers.

There are already many EUV built already. The disruption would be minimal for now..

 

[gelgoog]

You do know electric motors can malfunction and need replacement right?
You know fans? Your average fan? Those typically also use rare earths for the magnets.

Any electric motor, headphone, loudspeaker, or microphone probably has them. They are that pervasive. Alternative materials will be less efficient, larger, and heavier.

 

[pbd456]

You do know electric motors can malfunction and need replacement right?
You know fans? Your average fan? Those typically also use rare earths for the magnets.

Any electric motor, headphone, loudspeaker, or microphone probably has them. They are that pervasive. Alternative materials will be less efficient, larger, and heavier

Unless it is used for the advanced process, there could be plausible deniabily if TSMC makes advanced chips using chinese rare earth that will inevitably smuggale through the system.

But if they are used during the prcoess of making the chips, then it will be much easier for China to call out and apply blanket sanctions on TSMC

 

[huemens]

China launches customs crackdown on Nvidia AI chips​

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Teams of customs officers have been mobilised at major ports across the country in the past few weeks to carry out stringent checks on semiconductor shipments, according to three people with knowledge of the matter.
The inspections started with the goal of ensuring that local companies stop ordering Nvidia’s China-specific chips following guidance from Chinese regulators to discourage their purchase, said the people.

But one person said the checks had been extended more recently to all advanced semiconductor products, to also better target the smuggling of high-end chips that breach US export curbs.
Chinese customs had previously done little to prevent chip imports as long as appropriate duties were paid at the border. The Financial Times reported that at least $1bn worth of Nvidia’s top AI chips were smuggled and sold in China in the three months from May.

Senate Passes AI Chip Export Limits on Nvidia, AMD to China​

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The Senate passed legislation that would require Nvidia Corp. and Advanced Micro Devices Inc. to ensure US companies get priority access to their products before China.

 

[PopularScience]

Sicarrier will announce something on 15 October?

 

[henrik]

Sicarrier will announce something on 15 October?

This is going to be a product category that they have not announced before.

 

[Overbom]

China launches customs crackdown on Nvidia AI chips​

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Antitrust probe on Qualcomm..

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Breaking | China launches antitrust probe into US chip giant Qualcomm​

China has opened an investigation into US chip giant Qualcomm, according to the State Administration for Market Regulation on Friday.

The company is accused of violating the country’s anti-monopoly law in its acquisition of Israeli vehicle semiconductor company Autotalks.

More to follow …

 

[sunnymaxi]

Antitrust probe on Qualcomm..

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Breaking | China launches antitrust probe into US chip giant Qualcomm​

this is getting serious, first Nvidia now Qualcomm ..

 

[gelgoog]

For the government to be laying it down thick like this I assume they already know there are replacements for all the imports already.

 

[Michael90]

Why restrict or ban?
Why not aet a baseline export price and increase it super high?
That way it at least gives some money for he manufacturers.

That’s something I’ve been asking myself as well. China has been flooding the market with cheap rare earths, so their companies don’t make much profit from their monopoly and skills as well. Maybe that will be much more viable method to make more profits and cause shortages in foreign competitors market. And if they start trying to set up new rare earths production themselves then China can flood the market again and make their production unviable and put them out of business again after all their huge investments