News on China's scientific and technological development.

[Tyler]

And we don't know how much of the $12 billion cost for TSMC Arizona is subsidies.

At this point, Intel should shop around and see if anyone is willing to license their 7nm tech to Intel (apparently Intel is going to have to contract out a lot of its <10nm stuff).

AMD's Global Foundries may help them.

 

[Red Moon]

AMD's Global Foundries may help them.

AMD doesn't own Global Foundries. They used to use them, but have switched over to TSMC a couple of years ago. I think Global Foundries is owned by the UAE. Anyway, they've given up on 7nm, so they can't help Intel.

 

[Skywatcher]

The right wing people are forcing TSMC to make the best chips for Apple in the US. Does TSMC dare not to do so?

It's just like TSMC Nanjing; TSMC gets billions of dollars to build a fab that by the time of operation, is at least two generations behind state of the art.

 

[ansy1968]

AMD's Global Foundries may help them.

Hi Peter2018,

AMD is partnering with TSMC, and Global Foundries is selling their EUV and will focus on 28nm, The only way to compete with TSMC domination is thru state sponsor IC industries. Samsung Im afraid may lost its second place to SMIC by 2025 and beyond,they are in a bind. If they choose the US side they will lose the China market to SMIC and had to compete with TSMC , thats why they are planning huge investment just to stay in the game.

 

[Skywatcher]

Hi Peter2018,

AMD is partnering with TSMC, and Global Foundries is selling their EUV and will focus on 28nm, The only way to compete with TSMC domination is thru state sponsor IC industries. Samsung Im afraid may lost its second place to SMIC by 2025 and beyond,they are in a bind. If they choose the US side they will lose the China market to SMIC and had to compete with TSMC , thats why they are planning huge investment just to stay in the game.

Samsung has the advantage of having a huge built in customer in the form of other parts of the family of Samsung conglomerates.

If Huawei actually goes into the fab business, the vast majority of its chips will probably go to other Huawei entities.

 

[ansy1968]

Samsung has the advantage of having a huge built in customer in the form of other parts of the family of Samsung conglomerates.

If Huawei actually goes into the fab business, the vast majority of its chips will probably go to other Huawei entities.

Hi Skywatcher,

good to hear from you,

If Huawei actually goes into the fab business, the vast majority of its chips will probably go to other Huawei entities.

Will it affect SMIC since Huawei is one of its biggest customer?

 

[ansy1968]

The winner in the tech ban on Huawei is MediaTek, sorry qualcomm,
beware MediaTek you are the next target.


from cnTechPost

MediaTek says new 5G chip Dimensity 720 adopted by Huawei, OPPO and Xiaomi
2020-07-24 12:28:21 GMT+8 | cnTechPost

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MediaTek announced on July 23 that the new 5G chip, Dimensity 720, has been adopted by phone makers including Huawei, Xiaomi, and OPPO.

The Dimensity 720, unveiled on Thursday, uses TSMC's 7nm process, integrates a low-power 5G baseband, and supports MediaTek's 5G UltraSave power-saving technology.


MediaTek said the chip is positioned in the mid- to high-end market and will promote the popularity of 5G technology.
Industry insiders believe that the Dimensity 720's entry into the Chinese mainland market, the main competition is Qualcomm's Snapdragon 690, which was launched last month.
Previously, MediaTek had launched the Dimensity 800 series of 5G chips. Analysts predict that these chips are expected to start shipping in large quantities this quarter, with peak shipments from the fourth quarter to the first quarter of next year.

 

[ansy1968]

Meanwhile at Huawei

from cnTechPost

Huawei and Honor takes 40% of China's smartphone market in H1
2020-07-24 12:46:14 GMT+8 | cnTechPost

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Huawei and Honor takes 40% of China's smartphone market in H1
In the first half of 2020, China's smartphone sales drop by 24.7% year-on-year to about 140 million units due the Covid-19, according to the latest data released today by CINNO Research.

The top three vendors were Huawei (including Honor), Vivo (including iQOO) and OPPO (including Realme), whose total shipments accounted for 71.9% of the domestic smartphone market.

Huawei (including Honor) sold about 58 million smartphones in the first half of 2020, with a market share of 40.2 percent, up 4.9 percent year-on-year.
Vivo (including iQOO) sold approximately 23.2 million smartphones, with a market share of 16.1 percent, down 2.1 percent year-on-year.
OPPO (including Realme) sold 22.6 million smartphones, with a market share of 15.6%, down 2.6% year-on-year.
Apple sold approximately 17 million iPhones, with a market share of 11.8 percent, up 3.4 percent year-on-year.
Xiaomi sold approximately 15 million smartphones, with a market share of 10.3%, down 1.7% year-over-year.

 

[Tyler]

The winner in the tech ban on Huawei is MediaTek, sorry qualcomm,
beware MediaTek you are the next target.

The whole world will just revolt against the big bully, causing its bankruptcy. This is going to be the result of this.

 

[WTAN]

Can you provide a source for this?

It's significant news if Huawei has developed an alternative to Cadence and Synopsys software for 7nm chip design

Huawei has certainly developed an EDA Tool as part of the 2016-2020 5 year plan but is currently keeping it low key. It is to be used to design Chips which will be built using indigenous Semiconductor equipment. I think you will see some articles about this in the near future.

Hisilicon has used US made EDA Tools thus far as its main Chip Fabricator is TSMC. I believe Cadence EDA software is integrated with ASML Lithography machines, so basically you are forced to use American EDA Tools.

This is an article in English which claims Huawei is developing EDA Software.

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