Chinese semiconductor thread II

huemens

Junior Member
Registered Member

U.S. export curbs on China won't extend to legacy chips: official​

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While the U.S. has ramped up restrictions on cutting-edge chip exports to China, it has "no interest in expanding them further to mature chips or legacy chips," the U.S. assistant secretary of commerce for export administration told Nikkei.
A smartphone released by China's Huawei Technologies last August was equipped with a cutting-edge 7-nm semiconductor, which exceeds U.S. restrictions. This is seen as a likely case of U.S. technology leaking through regulatory loopholes.
While qualifying that she would "defer to the technical experts" on China's current cutting-edge chip capabilities, Kendler said "just because you announced that you have a 7-nanometer chip does not mean you have [the capability to produce] a 7-nanometer chip, or that you can manufacture at scale or at any yields that are significant."
 

sunnymaxi

Captain
Registered Member
This is possible since the US wants the semi industry to move out of Taiwan. And the US economic environment is just not conducive for the business. Japan is much better a place to operate in.
but it will take decades. and what about qualified workforce ? Japan used to be the powerhouse in semiconductor manufacturing in 1980's. and we are now in 2024. they have lost it.. so i have serious doubt. also TSMC will not let Japan to snatch their position easily.

what about market and economic incentives..

so many obstacles.. lets see
 

zbb

Junior Member
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While qualifying that she would "defer to the technical experts" on China's current cutting-edge chip capabilities, Kendler said "just because you announced that you have a 7-nanometer chip does not mean you have [the capability to produce] a 7-nanometer chip, or that you can manufacture at scale or at any yields that are significant."
Did either Huawei or SMIC even announce anything about making a 7nm chip? I thought all Huawei did was just start selling phones equipped with 7nm chips in massive quantities but never made any announcements about where the chips came from.
 

sunnymaxi

Captain
Registered Member
Did either Huawei or SMIC even announce anything about making a 7nm chip? I thought all Huawei did was just start selling phones equipped with 7nm chips in massive quantities but never made any announcements about where the chips came from.
come on bro. it was indeed SMIC 7nm process confirmed by many source and news outlet.. SMIC also started to charge premium prices from Huawei for 7nm process .. this year SMIC is all set to become second largest pure fab in the world. thanks to sanctions and new customers.

Techinsight tear down MATE60 and analysis the chip. it was indeed SMIC N+2 7nm process.. this year Huawei planning to produce millions of new high end mobiles.. MATE70 is also going to release this year. which will have improved SMIC 7+nm process.. Ai chips too produce on SMIC high end process ..

SMIC expanding the 7nm production capacity on huge scale. confirmed news.

these clowns really have no idea.. so better to ignore
 
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tokenanalyst

Brigadier
Registered Member

Anji Technology's net profit in 2023 is 387 million yuan, a year-on-year increase of 28.32%​


Anji Technology released a 2023 performance report. The total operating income in 2023 reached 1.238 billion yuan, a year-on-year increase of 14.98%; the net profit was approximately 387 million yuan, a year-on-year increase of 28.32%; basically every The profit per share is 3.99 yuan. During the reporting period, the company's sales revenue maintained steady growth, better coping with the impact of macroeconomic and industry cycle fluctuations.

During the reporting period, the company's operating income increased by 14.98% year-on-year, mainly due to the company's strategic layout of core competitive technology platforms, application fields and market expansion directions, and actively promoted the "Chemical Mechanical Polishing Fluid-Full Category Product Matrix", "Functional The four core technologies of "Electronic Chemicals - Multi-product line layout of leading technology nodes", "Electroplating solutions and their additives - Strengthening and improving the strategic supply of electroplating high-end product series" and "Core raw material construction - Improving independent and controllable strategic supply capabilities" Platform, product categories are constantly enriched and improved, product research and development and customized development capabilities are further strengthened, ensuring that different products with mature technologies and leading technologies will continue to be promoted and applied to clients to varying degrees. The company's sales revenue has maintained steady growth, better coping with the impact of macroeconomic and industry cycle fluctuations.

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