Chinese semiconductor thread II

[tokenanalyst]

OMG I Discover the IMECAS and YMTC Link, let me go to W.D.C and roleplay being a cold war novel super spy by sitting in my desk.
*Mission impossible music playing in my head*

 

[FairAndUnbiased]

As always, shows how much the Central as well as the local government support the key industry needed to proliferate. Exact same thing happened before with Solar and EV industry. We can expect the Chinese Semiconductor industry to come out of nowhere and start dominating in 5 years time in the leading edge too! (exact playbook of EV domination)

I know the STMicro and NXP is having a hard time right now because of this. But same thing should be happening to TI and Broadcom. It's insane how much revenue is going towards Broadcom right now because of the AI boom. The Chinese equivalent to Broadcom should tap into this (not sure if there are equipment restrictions in that area or not).

Companies like TI and Broadcom always intrigued me because I have no idea what kind of Chips (I know it's mostly analog) they fabricate, where they fabricate and what kind of equipment is required for the fabrication of those kind of chips. We are too busy with IC, NAND & DRAM haha

There's alot that goes on in a computer. Power conditioning, signal processing, i/o, etc. Each requires an ASIC to connect the CPU with the correct input. There's also microprocessors for IOT applications where you don't need the expense and performance of a full cpu for machinery, sensors, etc.

 

[Wahid145]

There's alot that goes on in a computer. Power conditioning, signal processing, i/o, etc. Each requires an ASIC to connect the CPU with the correct input. There's also microprocessors for IOT applications where you don't need the expense and performance of a full cpu for machinery, sensors, etc.

Is there a reason why Chinese companies are not fast out performing them? (and leading them to lower revenue in the process, just like Ford, GM vs BYD, Wuling for example).
Perhaps that could be one of the reason why Chinese Computer Chip manufacturers are not on per with Intel AMD after all these years. Hygon, Zhaoxin, are still far away from leading edge (even at similar process node) for some reason.

Next big push from China should be computing power (SoC), UniSOC, Loongson, Hygon, Zhaoxin, Allwinner, Rockchip etc. Didn't mention HiSilicon because it's already at the leading edge even with restrictions at process node

 

[FairAndUnbiased]

Is there a reason why Chinese companies are not fast out performing them? (and leading them to lower revenue in the process, just like Ford, GM vs BYD, Wuling for example).
Perhaps that could be one of the reason why Chinese Computer Chip manufacturers are not on per with Intel AMD after all these years. Hygon, Zhaoxin, are still far away from leading edge (even at similar process node) for some reason.

Next big push from China should be computing power (SoC), UniSOC, Loongson, Hygon, Zhaoxin, Allwinner, Rockchip etc. Didn't mention HiSilicon because it's already at the leading edge even with restrictions at process node

IDK about broadcom but TI uses fully depreciated equipment and their chips sell for cents. It is ironically harder for Chinese companies to compete on cost.