Chinese semiconductor thread II
- Thread starter vincent
- Start date
There is a few problems with this theory. First, I don’t think we can call what SMIC is producing to be 5nm. Secondly, people close to huawei have all stated the delayed release of mate 70 to be related to harmony next issues (mostly WeChat app related). There is apparently no issue with kirin chip.
could they be having yield issues with their new process? For sure, new process always have lower yields that improve over time.
They primarily polled Western companies so the survey will obviously be biased but most mainland companies polled weren’t very optimistic either. I think this survey reinforces that China needs to not only focus on domestic substitution but chip exports to make sure the sector can become globally competitive.
Exports are the least of China's worries when it needs to import $350B worth of chips.
After you locally substitute for the majority of steaming pile of vulnerability do you worry about exports.
And you know what? Chinese chips exports are already happening and growing very fast. China's chips exports were up 30% in 2023. But to be honest, those exports mean shit when you have to import $350B.
Number 1 priority bar none is domestic substitution. You can work on "competitiveness" later when you lock up the local Chinese market. Export will come naturally as you localize and expand capacity as is already happening now.
Surveys like these show you why the US government & its think tanks were so confident that its sanctions would result in “annihilation, with no hope for recovery.” But the question is whether these CEOs can be trusted in the first place about “long term” predictions.
Most expect to still sell into the 50% of the Global market called China.
But remember there are those who knows what happens when China goes full domestic:
What about the Republic of China?