Chinese semiconductor thread II
- Thread starter vincent
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Morris Chang left the US because he couldn't become the CEO of either General Instruments nor TI. That lousy freaking Speak-and-Spell forever altered the course of semiconductor for the entire world.
Hes like the prime example of I'm gonna build my own theme park. With blackjack and hookers.
History hasn't been written yet. But this might be a prime example of how racism against Chinese changed everything.
He didn't because board wanted him to to CTO.
Nothing to do with that, Mark Shepherd wanted TI to diversify into consumer products(calculators, watches, toys). Morris Chang was put in charge of managing the B2C side. He performed poorly so he left TI voluntarily to start TSMC
You can find this info in Morris Chang's biography
Han's Anlai Micron-Level Lithography Machine Project Starts Construction
According to "Wei Jizhou" news, on December 26, the groundbreaking ceremony for the micron-level lithography machine project of Han's Anlai (Ji'an) Semiconductor Technology Co., Ltd. was held.
According to the news, the micron-level lithography machine project of Han's Anlai (Jian) Semiconductor Technology Co., Ltd. is a high-tech project introduced by Jizhou District. The implementation of this project will help enhance my country's independent innovation capabilities and core competitiveness in the semiconductor field. After the project is put into production, it will bring significant economic and social benefits to Jizhou District, and will also attract more upstream and downstream enterprises to settle in, further improving the semiconductor industry chain in Jizhou District.
According to information, Han's Anlai (Ji'an) Semiconductor Technology Co., Ltd. was established on August 12, 2024 with a registered capital of RMB 30 million. It is an enterprise engaged in the research and development and manufacturing of semiconductor equipment.
Jiangfeng Tongxin Semiconductor Materials Project Signed and Landed in Qianzhou
Wuxi Huishan released a message that on December 27, the Jiangfeng Tongxin semiconductor material project was officially signed and landed in Qianzhou. Du Xiaogang, secretary of the municipal party committee, held talks with Yao Lijun, chairman of Ningbo Jiangfeng Tongchuang Technology Group Co., Ltd. Deputy Mayor Zhou Wendong and major responsible persons of Huishan District attended the talks.
The Jiangfeng Tongxin semiconductor material project signed by the company with Huishan District has a total investment of 500 million yuan. It is located in the Qianzhou Street Intelligent Manufacturing Park and specializes in the research and development, manufacturing and sales of copper-clad ceramic substrate projects. After reaching full production, it will have a monthly production capacity of 1 million copper-clad ceramic substrates.
I was referring to the idea of a semiconductor "sweatshop", yes that what a foundry business model is, making chips as fast as possible, as cheap as possible and on tight time. If people in the US can't get that through their heads then TSMC Arizona dream is doomed to fail.
Is not going to be "A day in my life working in TSMC" When someone is going to spend their day drinking lattes and eating from the company cafeteria while going to times a day to a meeting.
What US techies think working at TSMC would be:
Is not going to be "A day in my life working in TSMC" When someone is going to spend their day drinking lattes and eating from the company cafeteria while going to times a day to a meeting.
What US techies think working at TSMC would be:
About time. But Phase III was supposed to be for automotive logic up to 40nm. My guess is they have lots of demand in analog and are delaying those plans.
Here is a satellite photo from Sentinel-2. It shows CanSemi Phase III (southwest, over the brown field) and Phase I, II (northeast, over the green field).
This is an aerial photo from ACME Mapper. It does not do the site justice since it only shows Phase I and II.
Coordinates: N 23.38562 E 113.50781
They sure build these sites quickly. The photo on ACME Mapper only has them clearing the ground. But boom there it is a whole Phase III fab visible in low resolution with Sentinel-2. Doubling their 12 inch wafer fab capacity.
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Chinese manufacturers are frantically stockpiling semiconductor materials
Chinese companies are scrambling to secure advanced chips and electronic materials from U.S. suppliers before the New Year amid concerns that Washington will impose more export restrictions on the industry, people familiar with the matter told Nikkei Asia.
Suppliers such as DuPont, Entegris and Chemours have seen a surge in orders since November, including a variety of important consumable materials such as chemical mechanical polishing pads, filters, special containers, advanced lubricants and high-end light bulbs for inspection and testing, the sources said.
The Chinese tech industry is also concerned that the U.S. may impose additional restrictions on the use of advanced chipmaking materials and designs, in addition to the restrictions already announced, they added.
"China has been stepping up efforts to find local solutions over the past few years, but the quality of chipmaking materials and consumables from some U.S. suppliers is still much better and more stable than local products," said a chip distributor familiar with the stockpiling campaign.
DuPont provides high-quality polishing pads commonly used in the chemical mechanical polishing process, a key step in chipmaking. Entegris is a global leader in filters and FOUPs (specialized plastic carriers used to hold wafers), while Chemours provides key lubricants used in a variety of machines in a wide range of industries including aerospace.
In addition to snapping up raw materials from U.S. suppliers, Chinese chipmakers and equipment suppliers are scrambling to find alternative sources for high-end consumables, which are mainly controlled by U.S., European and Japanese suppliers, according to Nikkei Asia. These efforts include trying to replace as many foreign suppliers of chemicals and materials as possible with domestic suppliers.
"Customers told me that they are concerned that the supply of some key consumables may be at risk of interruption and asked us to start looking for and verifying a second source as soon as possible," said an executive at a chip production equipment supplier.
The move is in line with China's efforts to reduce its reliance on U.S. suppliers as the technology race between Washington and Beijing intensifies. Huawei, which has been under pressure from the United States for five years, has been a driving force for China to increase its technological self-reliance.
U.S. President Joe Biden's administration announced sweeping new export restrictions this month and added 140 Chinese entities to a trade blacklist, including the country's largest chip equipment manufacturer. Suppliers must complete business arrangements with blacklisted customers by January 2 or January 31, depending on the specific restrictions, after which they will be required to obtain a license to continue doing business with them.
The United States also released an assessment of China's mature chip production supply chain this month, saying that only 17% of American companies can confirm that their products do not contain Chinese chips. The US government said it would ban government agencies from purchasing products or services containing Chinese chips from December 2027.
The Biden administration also launched a Section 301 investigation into China's mature or less advanced semiconductor trade practices this week. However, Biden will not reach a conclusion before leaving office next month, and it is unclear whether the incoming Donald Trump administration will continue the investigation.
Entegris and Chemours declined to comment. DuPont did not respond to Nikkei Asia's request for comment.