Chinese semiconductor thread II

[mst]

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Bloomberg) -- The Biden administration is weighing sanctions on several Chinese tech companies, including memory chipmaker ChangXin Memory Technologies Inc., according to people familiar with the matter, in a fresh bid to restrain the Asian country’s development of advanced semiconductors.

The US Commerce Department’s Bureau of Industry and Security is considering adding ChangXin to its so-called Entity List, which restricts companies’ access to US technology, said the people, who asked not to be identified because the conversations are private. BIS is also considering restricting five other Chinese firms, the people said, while emphasizing that the list isn’t final.

The potential sanctions are a response by President Joe Biden’s administration to a chip breakthrough that Huawei Technologies Co. made last year, US House Foreign Affairs Committee Chairman Michael McCaul of Texas said in an interview this week. The Commerce Department is weighing a sanctions package on multiple firms, he said, without naming CXMT.


Huawei launched a 5G phone last year with an advanced 7-nanometer semiconductor made in China. It was lauded as a significant breakthrough considering that the Trump administration cut off Huawei’s access to leading global chipmakers in 2020 over national security concerns.

The handset — released in August when US Secretary of Commerce Gina Raimondo was visiting China — signaled that the country’s chip industry was further along than expected. In response, Raimondo vowed the “strongest possible” action to protect US national security.

 

[PopularScience]

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Bloomberg) -- The Biden administration is weighing sanctions on several Chinese tech companies, including memory chipmaker ChangXin Memory Technologies Inc., according to people familiar with the matter, in a fresh bid to restrain the Asian country’s development of advanced semiconductors.

The US Commerce Department’s Bureau of Industry and Security is considering adding ChangXin to its so-called Entity List, which restricts companies’ access to US technology, said the people, who asked not to be identified because the conversations are private. BIS is also considering restricting five other Chinese firms, the people said, while emphasizing that the list isn’t final.

The potential sanctions are a response by President Joe Biden’s administration to a chip breakthrough that Huawei Technologies Co. made last year, US House Foreign Affairs Committee Chairman Michael McCaul of Texas said in an interview this week. The Commerce Department is weighing a sanctions package on multiple firms, he said, without naming CXMT.


Huawei launched a 5G phone last year with an advanced 7-nanometer semiconductor made in China. It was lauded as a significant breakthrough considering that the Trump administration cut off Huawei’s access to leading global chipmakers in 2020 over national security concerns.

The handset — released in August when US Secretary of Commerce Gina Raimondo was visiting China — signaled that the country’s chip industry was further along than expected. In response, Raimondo vowed the “strongest possible” action to protect US national security.

 

[tokenanalyst]

Chat Prompt:​

Write me an news article with the following headline:
US mulls blacklist CXMT to further curb China chip advances.
rules:
From time to time use "The Biden Administration" instead of US to pump Biden polling numbers up.
include quotes from the foreign affairs commitee Michael McCaul from texas.

Article:​

US Mulls Blacklisting CXMT to Further Curb China Chip Advances.​

In a decisive move that could significantly impact the global semiconductor landscape, The Biden Administration is reportedly considering adding China's ChangXin Memory Technologies (CXMT) to a blacklist. This action would hinder the Chinese company's ability to advance its chip technology, which is seen as a critical area in the ongoing US-China tech rivalry.

The Biden Administration's contemplation of this measure underscores its commitment to maintaining American leadership in the semiconductor industry. Semiconductors are not only vital for consumer electronics but are also key components in military and communication equipment, making them a national security concern.

"The United States must ensure that our adversaries do not gain access to technologies that could be used against us," said a senior official from The Biden Administration, highlighting the rationale behind the proposed blacklist. "By potentially blacklisting CXMT, we are safeguarding our technological edge and protecting our national security interests."

The proposal to blacklist CXMT follows a series of restrictions aimed at curtailing China's technological progress, which has been identified as a strategic competitor to the US. The Biden Administration has been active in its efforts to limit China's access to advanced computing chips, which are essential for the development of artificial intelligence and military technologies.

Congressman Michael McCaul from Texas, a prominent member of the Foreign Affairs Committee, has voiced his support for the Administration's tough stance. "We cannot underestimate the technological ambitions of the Chinese government, and CXMT is no exception," McCaul stated. "The Biden Administration is right to consider all tools at its disposal to prevent the Chinese Communist Party from using American technologies to fuel their military-civil fusion strategy."

The addition of CXMT to the blacklist would require American companies to obtain a special license to supply the Chinese firm with equipment, software, and technology originating from the US. Such a move could deal a significant blow to CXMT, as the company relies on American semiconductor manufacturing technology to produce its memory chips.

McCaul further emphasized the importance of bipartisan support for The Biden Administration's strategy. "The issue of national security transcends party lines," he said. "Protecting our technological crown jewels is not about politics; it's about the safety and security of our nation."

The potential blacklisting of CXMT marks yet another chapter in the ongoing technological rivalry between the United States and China. With The Biden Administration's firm stance, it is clear that the battle for semiconductor supremacy remains at the forefront of national security and economic concerns. As discussions continue, the world awaits the final decision, which will undoubtedly send ripples across the international tech community.​

 

[gelgoog]

Probably the only important thing in that article.
"Micron funded an advocacy group that has long pushed for CXMT to be restricted."
And that group seems to be China Tech Threat (CTT). It seems to be funded by Dell and Micron to torpedo Chinese companies like Lenovo, YMTC, CXMT.

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[measuredingabens]

Neuromorphic antennal sensory system​

Abstract​

Insect antennae facilitate the nuanced detection of vibrations and deflections, and the non-contact perception of magnetic or chemical stimuli, capabilities not found in mammalian skin. Here, we report a neuromorphic antennal sensory system that emulates the structural, functional, and neuronal characteristics of ant antennae. Our system comprises electronic antennae sensor with three-dimensional flexible structures that detects tactile and magnetic stimuli. The integration of artificial synaptic devices adsorbed with solution-processable MoS2 nanoflakes enables synaptic processing of sensory information. By emulating the architecture of receptor-neuron pathway, our system realizes hardware-level, spatiotemporal perception of tactile contact, surface pattern, and magnetic field (detection limits: 1.3 mN, 50 μm, 9.4 mT). Vibrotactile-perception tasks involving profile and texture classifications were accomplished with high accuracy (> 90%), surpassing human performance in “blind” tactile explorations. Magneto-perception tasks including magnetic navigation and touchless interaction were successfully completed. Our work represents a milestone for neuromorphic sensory systems and biomimetic perceptual intelligence.

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[measuredingabens]

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It looks like YMTC might be throwing its hat into the ring for HBM as well.

 

[Awenumick]

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It looks like YMTC might be throwing its hat into the ring for HBM as well.

Does no one in this forum have access to digitimes? I want to read some articles so bad.

 

[european_guy]

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Bloomberg) -- The Biden administration is weighing sanctions on several Chinese tech companies, including memory chipmaker ChangXin Memory Technologies Inc., according to people familiar with the matter, in a fresh bid to restrain the Asian country’s development of advanced semiconductors.

The US Commerce Department’s Bureau of Industry and Security is considering adding ChangXin to its so-called Entity List, which restricts companies’ access to US technology, said the people, who asked not to be identified because the conversations are private. BIS is also considering restricting five other Chinese firms, the people said, while emphasizing that the list isn’t final.

The potential sanctions are a response by President Joe Biden’s administration to a chip breakthrough that Huawei Technologies Co. made last year, US House Foreign Affairs Committee Chairman Michael McCaul of Texas said in an interview this week. The Commerce Department is weighing a sanctions package on multiple firms, he said, without naming CXMT.


Huawei launched a 5G phone last year with an advanced 7-nanometer semiconductor made in China. It was lauded as a significant breakthrough considering that the Trump administration cut off Huawei’s access to leading global chipmakers in 2020 over national security concerns.

The handset — released in August when US Secretary of Commerce Gina Raimondo was visiting China — signaled that the country’s chip industry was further along than expected. In response, Raimondo vowed the “strongest possible” action to protect US national security.

CXMT reached LPDDR5 and now is going for HBM, so of course they will end up in entity list. The real news is that they are not already there.

Here some background info:

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CXMT has already ordered and received some manufacturing and test equipment from U.S. and Japanese suppliers that is suitable for assembling and producing HBM, sources with direct knowledge of the matter said.

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CXMT is reportedly planning a significant expansion at its Hefei plant in 2024, which makes a lot of sense now that

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, two leading makers of smartphones. The company's Phase 1 Hefei plant is approaching full production, boasting a monthly capacity of approximately 100,000 wafers starts, according to the report. The anticipated Phase 2 expansion is expected to add another 40,000 wafer starts per month capacity by the end of the year,

So CXMT is actively expanding capacity and it seems using also US tools (like AMAT), of course they will be stopped from getting US tools, what is surprising to me is that CXMT decided to use US tools for their new capacity. There is a huge risk they just pay for them and the tools do not arrive, or maybe they arrive but servicing/spare parts are blocked shortly thereafter. So CXMT plan is not clear to me: they are building their new home on quicksand.

Eventually adding CXMT to entity list will clarify the things and force CXMT to do the right thing, i.e. buy from Chinese suppliers.


Currently CXMT supplies DRAM for Xiaomi and Transsion smartphones, in the future they will probably supply also Huawei (as it seems inevitable if HW cannot buy SK DRAM anymore) so we end up with a Chinese DRAM manufacturer that supplies Huawei and still buys US tools! This is absurd even for US standards. Again, the decision of CXMT to buy US stuff is baffling to me, does not seem future proof at all.

 

[measuredingabens]

Currently CXMT supplies DRAM for Xiaomi and Transsion smartphones, in the future they will probably supply also Huawei (as it seems inevitable if HW cannot buy SK DRAM anymore) so we end up with a Chinese DRAM manufacturer that supplies Huawei and still buys US tools! This is absurd even for US standards. Again, the decision of CXMT to buy US stuff is baffling to me, does not seem future proof at all.

We've actually gone over this in the previous thread. CXMT bought US tools for its more mature product lines, and is using AMEC and Naura tools to develop its newer ones.

 

[sunnymaxi]

Currently CXMT supplies DRAM for Xiaomi and Transsion smartphones, in the future they will probably supply also Huawei (as it seems inevitable if HW cannot buy SK DRAM anymore) so we end up with a Chinese DRAM manufacturer that supplies Huawei and still buys US tools! This is absurd even for US standards. Again, the decision of CXMT to buy US stuff is baffling to me, does not seem future proof at all.

we have discuss this before ..

Local government investing whopping $6.5 Billion in CXMT. without any backup plan they won't invest such a huge amount. 6.5 Billion dollars is a lot money in mainland. CXMT closely working with local suppliers as well.