We need everything, tidalwave.Guys we need more talent for optics and light sources to square away fab equipment, not chip design or nano manufacturing.
We need everything, tidalwave.Guys we need more talent for optics and light sources to square away fab equipment, not chip design or nano manufacturing.
Also, in terms of Fabs, it's not efficient for every company in China to build their own fab. We need one company that does fabrication, so everyone else can do chip design. Lazy companies like Oppo and Xiaomi never even bothered to design chips, the only reason SMIC is getting off the ground is that they are getting orders from domestic chip designers. If Oppo and Xiaomi and all the other assembly houses even bothered to design chips like 10 yrs ago and give some of that business to SMIC or another domestic fab, we would be in a way better position.
I don't think so Xiaomi, Oppo come way latter than Huawei Since they cannot source semi from domestic of course they have to buy from the west
Huawei and ren miss the boat because they are short term thinking instead of strategic thinking like Samsung founder
Yeah you cannot eliminate the fab equipment but if Huawei jump on the chance and funding SMIC 13 years ago to built FAb and patronize them by buying the chip A lot will be established by now like Talent, Semiconductor equipment , etc Or in other word building the ecosystem of semiconductor
My dream is if Alibaba can focus on developing architecture open source like RISC-V, SMIC on building chips, Huawei in designing chips for telecommunications and cell phone processors, and SMEE on lithography, and other companies handling photo resist, masks, etching, etc.
Each company needs to specialize in one thing and do it correctly.
You cant bootleg equipment, every asml machine is connected via the internet to ASML servers. If asml shuts off that connection. Your machine can't do anything.
Huawei having fabs makes no difference, building A chip industry is not the job of one firm. It is the job of multiple companies and also the governments. If your ship is sinking, you can bail out the water as fast as you can, but it will still sink if your teammates are not helping.
You can't expect Ren to think ahead like that, especially since no one else was doing so. People's entire conception of history was different back then, which limited what was efficient or even possible.
Whats needed is rapid adaptation to the new course history has taken these past years instead of clinging to old l, outdated paradigms. In this sense, Xiaomi and OPPO deserve more blame for not believing Trump would use the full scale of American power against China, since these companies came of age when the strategic landscape was already changing and did nothing about it.
Huawei has already thought ahead as much as anyone can expect from a single company. It's everyone else that needs to catch up.
You can't expect Ren to think ahead like that, especially since no one else was doing so. People's entire conception of history was different back then, which limited what was efficient or even possible.
Whats needed is rapid adaptation to the new course history has taken these past years instead of clinging to old l, outdated paradigms. In this sense, Xiaomi and OPPO deserve more blame for not believing Trump would use the full scale of American power against China, since these companies came of age when the strategic landscape was already changing and did nothing about it.
Huawei has already thought ahead as much as anyone can expect from a single company. It's everyone else that needs to catch up.
You really didn't get it do you Semiconductor equipment like SMIC cannot built equipment on their own they need cooperation of Client to design the process etc It is the client that design the process Semi eqpt company built the equipment based on the specification of their client. Now if SMIC has no client how they supposed to advance their design skill It is the question of chicken or egg first
Personally, I don't think decoupling is the right solution. If China was actually willing to strike back against America for these semicon sanctions, then there would be no need for decoupling. China would have the dominant position the relationship, which obviously suits her well.
Instead, what is needed is an expansion of options to make retaliation more effective. Current options such as the rare earth card are not used for a reason.
In order to expand options, the battlefield, or various fronts on which the competition is being waged, should also be expanded. Ideally, China would become more involved in areas around America's weak spots, so as to better apply pressure. The Middle East is of course dear to America's heart. I think there are many possibilities there.
But doing this requires diplomatic clout and savvyness that is not evident in the PRCs current conduct. I would mark the development of covert soft power as a priority as a result.
What you mean no one else doing it he just has to read the story of Samsung founder to get vision of how to run high tech company The LEE family of Samsug has no precedent too.That is why we call visionary and run of the mill manger like REn