If it’s a low quality article that’s full of coping, then why do you waste our time with it?
deleting all related to this.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
deleting all related to this.
Ningbo Jingzuan achieves another breakthrough in homoepitaxial single crystal diamond.
Ningbo Jingzuan Technology Co., Ltd., large CVD single crystal diamonds were put into production as scheduled.Among them, a 60 mm × 60 mm single crystal diamond piece comes into view.
As a private enterprise rooted in Ningbo, Jingzuan Technology has produced the first CVD single crystal diamond since 2014. After more than 10 technological iterations, it has mass-produced 2-inch CVD single crystal diamond . By the end of 2023 , 3-inch CVD single crystal diamond was successfully produced , and it has also been stably mass-produced . Now the product has been upgraded again, with a size exceeding 3.35 inches, and is sprinting towards the preparation of single crystal diamonds larger than 4 inches .
Since Brandon won't be running for reelection , he is planning for his retirement and want to retain its status as CPC number one agent....lol
Synopsis. The Biden administration plans to expand U.S. powers to stop semiconductor manufacturing equipment exports from certain foreign countries to Chinese chipmakers, excluding shipments from allies like Japan, the Netherlands, and South Korea.1 hour ago
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47 minutes ago — The US plans to invoke the Foreign Direct Product rule to prevent export of products that use any American technology from around the world to about half a dozen Chinese semiconductor manufacturing facilities, Reuters said. But it's excluding allies such as Japan and the Netherlands, home to major chip ...
2 hours ago — NEW YORK (Reuters) - The Biden administration plans to unveil a new rule next month that will expand U.S. powers to stop exports of semiconductor manufacturing
Synopsis. The Biden administration plans to expand U.S. powers to stop semiconductor manufacturing equipment exports from certain foreign countries to Chinese chipmakers, excluding shipments from allies like Japan, the Netherlands, and South Korea.1 hour ago
•
Feedback
47 minutes ago — The US plans to invoke the Foreign Direct Product rule to prevent export of products that use any American technology from around the world to about half a dozen Chinese semiconductor manufacturing facilities, Reuters said. But it's excluding allies such as Japan and the Netherlands, home to major chip ...
2 hours ago — NEW YORK (Reuters) - The Biden administration plans to unveil a new rule next month that will expand U.S. powers to stop exports of semiconductor manufacturing
It is just a matter of time. They did the same thing to Russia in 2018 when they sanctioned AeroComposit for making the wings of the MS-21. It used Japanese carbon fiber, US glue, and the fiber mats were made in Europe. It still got sanctioned.
The only way out is to exclude any and all US technology from your product. And even then as we well know these governments are puppets of the US and will do its bidding anyway.
Right now they can't get the European and Japanese companies to comply, so they sanction it on their own thinking this might be enough. When it isn't they will just turn on the screws and force them to comply.
The only way out is to exclude any and all US technology from your product. And even then as we well know these governments are puppets of the US and will do its bidding anyway.
Right now they can't get the European and Japanese companies to comply, so they sanction it on their own thinking this might be enough. When it isn't they will just turn on the screws and force them to comply.
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I'm quite skeptical on this point.
Best time to short them...
Punishing US firms and saving foreign firms? Who buys that?
I instead believe this.
They want ASML to stop servicing China installed base. This is the only move that can have a sizeable impact today in 2024....but the outcome of such "nuclear option" is unclear. There are thousands of ASML service employees in China that can go "freelance" at any time...and regarding spare parts, they are not made of Kryptonite: thinking that China will collapse because they can not replace broken spare parts is an illusion.
EDIT: I missed this from the original :
I'd guess this will be the time we will see the banning of Chinese SME firms: Naura, AMEC, etc..
Definitely this doesn't come unexpected, they had plenty of time to prepare themselves to this unavoidable day.
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Another FAB pain is another FAB gain, TSMC Arizona FAB will surely benefited from this. 
2 hours ago — Chip maker Intel Corporation is likely to announce layoffs for thousands of employees as early as this week, Bloomberg reported, citing sources in the know. The move comes as the tech company looks to cut costs and recover for projected flat Q2 earnings expected on August 1, and market share losses, ...
2 hours ago — Chip maker Intel Corporation is likely to announce layoffs for thousands of employees as early as this week, Bloomberg reported, citing sources in the know. The move comes as the tech company looks to cut costs and recover for projected flat Q2 earnings expected on August 1, and market share losses, ...
Another FAB pain is another FAB gain, TSMC Arizona FAB will surely benefited from this.
2 hours ago — Chip maker Intel Corporation is likely to announce layoffs for thousands of employees as early as this week, Bloomberg reported, citing sources in the know. The move comes as the tech company looks to cut costs and recover for projected flat Q2 earnings expected on August 1, and market share losses, ...
All that money getting funneled into
It turns out the Intel CPU failures are probably due to a Raptor Lake design defect. The processor internal ring bus connecting the cores together shares a voltage rail to the motherboard that is used to power to whole processor. Due to rushed Raptor Lake development, and Intel pushing the specs too hard with high voltages and lots of cores requiring lots of power draw the CPUs fail prematurely.
Intel is supposedly working on a microcode update that will downgrade CPU performance to try to increase their lifetime.
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the part about EDA on entity list is the dumbest thing. What can you possibly do to stop software makers from using your technology?
But good thing that AMEC has a plan to go fully domestic on their parts sourcing. It's necessary.
They could make it harder for Chinese companies to develop or commercialize plugins or add ons for US EDA software.
But this will also mean those companies will move their product to a Chinese EDA platform instead.
Both AMEC and Naura have been doing this over the past two years I think. Probably all Chinese semi tool vendors have similar programs.