Chinese semiconductor thread II
- Thread starter vincent
- Start date
Morgan Stanley:
SMIC is impacted by a shortage of testing equipment, leading to low yield rates. Short-term advanced node capacity expansion will be challenging, and the supply of domestically produced chips is expected to remain insufficient for the next 6-12month
SMIC is impacted by a shortage of testing equipment, leading to low yield rates. Short-term advanced node capacity expansion will be challenging, and the supply of domestically produced chips is expected to remain insufficient for the next 6-12month
not true at all. SMSC expansion absolutely well on track.
this news first posted by Hing Shing Leung on twitter. then Jukan acknowledge it .. lol
both Morgan Stanley and Goldman sachs are shitty sources. these are financial service firms.
If SMIC is buying the government's share in SMIC North then their financial situation should not be that bad.
I doubt that talk about low yields in the new fabs. One easy way to disprove is to compare capacity growth with revenue growth. I doubt customers would eat the cost of low yields.
Revenue is growing faster than capacity.
I doubt that talk about low yields in the new fabs. One easy way to disprove is to compare capacity growth with revenue growth. I doubt customers would eat the cost of low yields.
Revenue is growing faster than capacity.
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Source: The Super Duper Ninja Spy that they have inside SMIC.
-Revenue in the double digits.
-Fab utilization above 90%
-Huawei selling smartphones like there is no tomorrow.
- Ren Zhengfei stating that the chip situation has stabilized.
- Cambricon another sanctioned company achieving 1000% revenue.
-Self-sufficient above 45%
-And so on.
These people haven't acknowledged that the Chinese don't like sharing information with outsiders anymore and sometimes they are plant disinfo. China's aviation and computing industries went dark around 2019.Source: The Super Duper Ninja Spy that they have inside SMIC.
-Revenue in the double digits.
-Fab utilization above 90%
-Huawei selling smartphones like there is no tomorrow.
- Ren Zhengfei stating that the chip situation has stabilized.
- Cambricon another sanctioned company achieving 1000% revenue.
-Self-sufficient above 45%
-And so on.