Chinese semiconductor thread II

Michael90

Senior Member
Registered Member
TSMC isn't a long term competitor. TSMC is Chinese in the long term, or you can even say medium to short term considering it's 2026.
in the long term TSMC is a part of Chinese semi supply chain and user of advanced Chinese lithography tech
I’m not so sure about that to be honest . lol
 

Michael90

Senior Member
Registered Member

Wingtech Chairman Yang Mu: Nexperia China has achieved a closed-loop domestic production system!​


Following months of control disputes with Dutch authorities that resulted in Wingtech Technology losing overseas Nexperia assets, recording an 8.9 billion RMB investment loss, and triggering stock delisting warnings, Chairman Yang Mu announced at the 2026 Jiwei Conference that Nexperia China has successfully established an independent operating system. By restructuring its supply chain through localized upstream partnerships, expanded domestic packaging capabilities, and diversified sourcing, the Chinese division has built a closed-loop production cycle for MOSFETs and logic ICs, with bipolar transistors expected to complete localization by late 2026. This strategic pivot from passive crisis management to proactive reconstruction has fully decoupled Nexperia China’s operations from its Dutch counterpart, granting domestic teams complete decision-making authority and enabling rapid alignment with both local manufacturing needs and global market dynamics.

Despite the severe financial and legal fallout including a sharp revenue decline in 2025–early 2026, audit complications stemming from Dutch interference, and an ongoing 8 billion RMB lawsuit filed under China’s Anti-Foreign Sanctions Law Wingtech has stabilized through its China-based operations, which shipped over 11 billion chips by late 2025 and is projected to show improved profitability starting in Q2 2026. Yang Mu emphasized that the company remains committed to constructive dialogue while firmly refuting claims of communication avoidance, positioning its localized semiconductor ecosystem as a resilient foundation for long-term growth. Looking ahead, leadership highlighted surging demand for power and protection devices driven by AI infrastructure, smart vehicles, and robotics, a positive outlook already reflected in Wingtech’s recent stock rebound and renewed investor confidence in its domestic supply chain strategy.

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The Europeans politicians are weird. China Wingtech did their best to keep the main production of Nexperia in the Netherlands to meet European and China EV demand even if moving it to China probably was Cheaper.

They still got accused and pressure by the stooges. They cried wolf too many times now the wolf has come. Wingtech is moving their production to China, not only to meet domestic demand but also global demand in other countries. Dutch Nexperia ended worst than before.
It was a mistake to keep most operations more in Europe in the first place. As long as country is not known as a friendly/neutral party but actually known to be a hostile country overall towards you , then it’s foolish to base the most critical parts of your companies operations there. They should have moved most of them in China, while still keeping a portion in Europe . You should always have a solid backup plan in place as a business leader . Especially with all that has been happening all this past years and that will only keep happening even more this conning years as the US increase the pressure on other countries towards Chinese investment. So companies leaders should be aware of this . Hopefully Midea isn’t making the same mistake with Kuka. I hope they have most of their major operations in China
 

vincent

Grumpy Old Man
Staff member
Moderator - World Affairs
It was a mistake to keep most operations more in Europe in the first place. As long as country is not known as a friendly/neutral party but actually known to be a hostile country overall towards you , then it’s foolish to base the most critical parts of your companies operations there. They should have moved most of them in China, while still keeping a portion in Europe . You should always have a solid backup plan in place as a business leader . Especially with all that has been happening all this past years and that will only keep happening even more this conning years as the US increase the pressure on other countries towards Chinese investment. So companies leaders should be aware of this . Hopefully Midea isn’t making the same mistake with Kuka. I hope they have most of their major operations in China
I guess you haven't read the news for two years? The whole thing was triggered by Wingtech moving some Nexperia production to China.
 

Michael90

Senior Member
Registered Member
I guess you haven't read the news for two years? The whole thing was triggered by Wingtech moving some Nexperia production to China.
I red the news, but I believe that was just the Dutch governments excuse for stepping in to hijack the company under US orders. There is zero doubt that they were just caving into US orders. Many other articles explicitly stated this as well. So no, I don’t believe that.
 

tokenanalyst

Lieutenant General
Registered Member

The Beijing Space Computing Research Institute was officially established, focusing on spaceborne chips and integrated space-ground networks.​


Recently, the Beijing Space Computing Research Institute was officially registered and established in the Beijing Economic-Technological Development Area (Beijing Yizhuang). The institute will focus on key common technologies such as spaceborne computing chips, inter-satellite laser communication, space energy and heat dissipation, integrated space-ground networks, and space security standards, and will build a full-chain service system covering technology research and development, pilot testing, on-orbit testing, and成果转化 (technology transfer). According to the plan, the institute will complete the development and launch of its first experimental satellite by 2028.

As a crucial step in transforming the Beijing Space Computing Innovation Center from blueprint to reality, the research institute was jointly established by the National Information Technology Innovation Park and several companies, including BOE, GalaxySpace, LandSpace, Galactic Energy, Guanyu Computing, and Changxin CMOS. The institute will build multiple platforms for technology research and development, pilot-scale verification, on-orbit testing, common technology services, and成果转化 (technology transfer) in the field of space computing. Relying on the "Space Computing Professional Committee" led by the China Academy of Information and Communications Technology, it will construct a collaborative "company + alliance" framework to systematically promote the construction of the space computing technology system and industrial ecosystem.

In the future, the Beijing Space Intelligent Computing Research Institute will also carry out networking work on multiple experimental
satellites to promote the "space-ground integrated intelligent computing network" into the trial operation stage, providing users with efficient, stable and secure computing power services.​


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