China needs to make Japan an ally and bring about peace on the Korean peninsula and reconciliation between the Koreans and the Japanese...
News on China's scientific and technological development.
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China needs to make Japan an ally and bring about peace on the Korean peninsula and reconciliation between the Koreans and the Japanese...
So the US is killing off people who are friendly to the US lol
AssassinsMace
Lieutenant General
That has nothing to do with what I was talking about.
I disagree not developing a semiconductor fabrication is Huaweis fault. They are a telecommunications company not a chip company, yet compared to Xiaomi or Oppo or the other multitude of phone companies in China they have come the furthest in designing chips. Does anyone really expect one company alone to design, manufacture chips, as well as make phones, software and telecom equipment? Thats like combining Qualcomm, TSMC, Cisco, Apple, google together. It's impossible.
A lot of people are at fault here.
1) The government: For having Blind belief in globalization, the US and not seriously investing in a chip fab industry until it is too late.
2) Xiaomi, Oppo, etx: Not even bothering to design their own chips, and blindly relying on Qualcomm and google Android. No demand for domestic chips means that the industry never even have chance to take off.
3) Fabs like SMIC: Relying on US equipment, never giving an opportunity to domestic equipment makers a chance.
There are so many people at fault here. Yes maybe Huawei could have done more, but one company cannot do everything.
It's like the people who worship western countries and will never drive a Chinese car or own a Chinese phone or wear a Chinese brand. Combined with a false sense of belief in globalization is why we are in this predicament.
A lot of people are at fault here.
1) The government: For having Blind belief in globalization, the US and not seriously investing in a chip fab industry until it is too late.
2) Xiaomi, Oppo, etx: Not even bothering to design their own chips, and blindly relying on Qualcomm and google Android. No demand for domestic chips means that the industry never even have chance to take off.
3) Fabs like SMIC: Relying on US equipment, never giving an opportunity to domestic equipment makers a chance.
There are so many people at fault here. Yes maybe Huawei could have done more, but one company cannot do everything.
It's like the people who worship western countries and will never drive a Chinese car or own a Chinese phone or wear a Chinese brand. Combined with a false sense of belief in globalization is why we are in this predicament.
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I expected this would happen as soon as I read the news about the "tightening", pages of meaningless froth featuring two or three of tidalwave's alts without any useful discussion of the only meaningful question: Where are the DUV and EUV machines?
Here's a great opportunity for all our armchair semiconductor engineering superstars to use their incomparable wisdom to shape the 14th Five Year Plan.
Don't waste your time here, show the Chinese government and all its experts how it's done!
Here's a great opportunity for all our armchair semiconductor engineering superstars to use their incomparable wisdom to shape the 14th Five Year Plan.
Don't waste your time here, show the Chinese government and all its experts how it's done!
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I think that people in china must take a cool view of this situation. Lets face it: the US has the tech, china doesnt. Not only china, but other countries that dont have that tech, need US tech.
The question is: what will happen to huawei. It needs solutions right now, and IMO the way forward for it is to split/sell its smartphone business to another company and keep the 5G infrastruture business. The 5G infrastruture business is the reason why the US government went after it, otherwise all chinese tech companies (lenovo, xiaomi, etc) would have been targeted and not even the US government would desire that. Probably, the chinese governemnt will help the company. But going this way, a lot of the company value would survive.
This isnt just a question of investing money. Its also a question of tech base/talent and the US is much ahead of china by the looks of it. Its going to take a lot of time and resources for china to compete with the US in this area, if they ever will.
The question is: what will happen to huawei. It needs solutions right now, and IMO the way forward for it is to split/sell its smartphone business to another company and keep the 5G infrastruture business. The 5G infrastruture business is the reason why the US government went after it, otherwise all chinese tech companies (lenovo, xiaomi, etc) would have been targeted and not even the US government would desire that. Probably, the chinese governemnt will help the company. But going this way, a lot of the company value would survive.
This isnt just a question of investing money. Its also a question of tech base/talent and the US is much ahead of china by the looks of it. Its going to take a lot of time and resources for china to compete with the US in this area, if they ever will.
Nope, wait until after November to see what happens. No need to rush. Huawei stockpile enough parts for 5G.
Well guess what, this should have been done 14 yrs ago. If people didn't have the worship the West mentality and didn't have blind faith in globalization, we would be better off right now in terms of semiconductor fabrication. Instead of writing off domestic suppliers as inferior, every company in the supply chain should have collaborated to improve their processes.
Hendrik_2000
Lieutenant General
That is not true Huawei lack strategic vision and complacent couple with slavish west worshiping result in the pickle they are in now Look when he build his campus in Shenzen instead of building Tang dynasty style he use ersatz western architecture. Look at this home completely style in western architecture His statement about apple Show that Ren has no visionary vision compare that to Samsung here is the story of Samsung semiconductor. Using his own money instead of Samsung money the founder family of Samsung bought a struggling semiconductor company and make what is now Samsung semiconductor SMIC for 13 years languish in wilder ness because nobody funding them until the government took interest in them
Developing DRAMs
Lee and his son understood one important concept that Kang and their own management team had missed: when it comes to chips, fab cap ex comes first, and if timed correctly, profits follow. Without sufficient fab capacity ready at the moment demand materializes, even the best chip designs cannot succeed. That lesson would repeat itself many times over as Samsung grew.
By November of 1970, Samsung Electronics produced its first vacuum tubes and 12” black and white TVs, based on the designs of their Japanese partners. Samsung TVs evolved for the next few years, including a 19” transistor-based black and white model in 1973. (At the time, Korean domestic TV broadcasts were in black and white; color TVs were outlawed. Japanese TV imports were blocked – except those made through the joint ventures.) Lines of white goods, including refrigerators, air conditioners, and washing machines debuted in 1974.
From the start, Samsung’s strategy in consumer electronics was vertical integration – and a new capability was about to fall into their hands.
Kang Ki-Dong acquired a Ph.D. at The Ohio State University in 1962, and went to work at Motorola in Phoenix, Arizona in one of the largest discrete transistor plants in the world. As a Korean engineer who also spoke Japanese, he gave many plant tours to visiting engineers, building a network. When the time came to open a Motorola facility in Korea, Kang was sent ahead to perform an initial assessment for land and contacts, including interviewing prospective engineering staff.
After returning to the US and working for another firm, Kang encountered two old friends. The first was Kim Chu-Han, a prominent radio network operator Kang had introduced to ham radio years earlier. The second was a classmate, Harry Cho, an operations manager in semiconductors. Kim had access to financing, Cho could sell, and Kang knew fab technology. Together, the three formulated an idea for a new company: Integrated Circuit International, Incorporated, or ICII.
ICII designed a digital watch chip, and made its first 5 micron CMOS large-scale integration (LSI) parts on a small 3” line in Sunnyvale, California during 1973. Demand was substantial, many times bigger than what ICII could produce, and customers held back volume production orders. Kim’s firm was willing to finance expansion, but would only do so if the capital expenditure remained inside Korea.
Kang decided to pivot. He would continue ICII chip design operations in the US, but send the ICII fabrication line to Puchon and expand it there. The new joint venture was Hankook Semiconductor. However, the global oil crisis in 1974 and a litany of import red tape made the relocation much more expensive than planned. The fab finally came up and produced chips, but operating funds dwindled dangerously low within a few months.
There were only so many places to go for major technology financing in Korea. The economic climate was worsening, with oil prices continuing to skyrocket and the Japanese pulling back. Samsung had money. Lee Byung-Chull and his son, Lee Kun-Hee, were convinced they had to enter the semiconductor business, not just buy chips. They tried persuading their management teams that advanced chips such as Hankook was building would be the future. Management balked.
Against such sage advice, on December 6, 1974, the Lees funded a stake in Hankook Semiconductor – using money from their own pockets. By the end of 1977, the operation was fully merged, becoming Samsung Semiconductor.
Developing DRAMs
Lee and his son understood one important concept that Kang and their own management team had missed: when it comes to chips, fab cap ex comes first, and if timed correctly, profits follow. Without sufficient fab capacity ready at the moment demand materializes, even the best chip designs cannot succeed. That lesson would repeat itself many times over as Samsung grew. Happily producing appliances, watches, radios, and TVs, Samsung focused on efficiency. Its assembly plants became more automated, and both Korean consumers and export trading partners were being supplied goods. An indicator of progress: Samsung Electronics America opened in New Jersey in July 1978. Research on semiconductors in Korea was booming. In 1976, the government-backed Korea Institute of Electronics Technology (KIET) opened a research center in Kumi. Among many activities, they set up a joint venture with VLSI Technology, and created a VLSI wafer fab with capability for 16K DRAMs by 1979.
Yeah but who else besides Huawei even thought to design chips in China? Xiaomi, Oppo, ZTE? I put more blame on the latter than Huawei. Even Samsung imports fab equipment. I agree there is a lot of stupid people who worship the west, its this mentality that is partly responsible for where we are.
Also the blind greed means that Xiaomi and Oppo and these other "assembly houses" want to take the easiest path which is buy components from the US and put them together.
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