Im optimistic SMEE got 14nm next year. Im just not optimistic SMIC.. their revenue not much great around 3bln usd, if im not mistaken huawei procurement on US chip 12-20bln usd before sanction. SMIC can't handle Huawei demand.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an alternative browser.
You should upgrade or use an alternative browser.
News on China's scientific and technological development.
- Thread starter Quickie
- Start date
China didn't have the most advanced fabs to being with; they have to develop them. Fully independent and cutting edge is what China is aiming for and there is no reason that China will not get there. If you have a good idea, the Chinese government will fund it; there is no need to be stuck with a catch 22 of not having the funds to develop but needing to be developed to get fund. If the idea is there, China will provide fuel.
At this point, it's understood that buying American is a stop-gap. Nobody in China trusts American tech or suppliers anymore and nobody can accept it as a long-term solution.
You don't even have to go to the Chinese government to get funding.
If you have a good idea, one of the many venture capital groups will be faster to fund it.
Skywatcher
Captain
Lam, KLA and AM must have gotten on the phone to their lobbyists after recovering from their collective heart attacks over the weekend.Looks like SMIC is not actually on the Entity List.
The US is *warning* US suppliers they can't ship controlled items to SMIC, which could be for military use.
Im optimistic SMEE got 14nm next year. Im just not optimistic SMIC.. their revenue not much great around 3bln usd, if im not mistaken huawei procurement on US chip 12-20bln usd before sanction. SMIC can't handle Huawei demand.
You've just said that SMIC doesn't have the capacity to grab an extra 12-20 Billion USD in sales from Huawei.
In other words, the long-term future of SMIC is bright.
Whatever SMIC can develop will have a huge amount of sales.
Hi Skywatcher,Lam, KLA and AM must have gotten on the phone to their lobbyists after recovering from their collective heart attacks over the weekend.
Is this mean that SMIC will not provide chip to Huawei?
Lam, KLA and AM must have gotten on the phone to their lobbyists after recovering from their collective heart attacks over the weekend.
At this point, I'd say it was more likely lobbyists from Apple, Qualcomm, Cisco, Intel and AMD.
We'll get the full story in a few weeks time.
Skywatcher
Captain
Heck if I know.Hi Skywatcher,
Is this mean that SMIC will not provide chip to Huawei?
Well, they can bleed now and become self-sufficient in the future or they can swallow a time bomb and accept a leash over their necks. For anybody, that's a no-brainer. If SMIC was important, China would make sure they go the former route, but if reports are true that Huawei is poaching SMIC engineers in significant numbers, then that may be a sign that SMIC isn't China's racehorse.
Its there any reports Huawei poaching SMIC engineer? for me China need more than SMIC to turn table. SMIC for me to small become game changer, with revenue 3+bln usd.
Im more optimistic with Giant like huawei compete with TSMC and global foundry. Its not about financial, its about vision. With growing 1+8+n vision the amount of chip is need it tremendous. SMIC alone can't statify Huawei needs.
Huawei may consider buy out SMIC outright and take it off the market. Stock price has affected SMIC decision making as it try to protect it's shareholder rather than thinking strategically . Hisilicon one hand and SMIC on another will enhance Huawei significantly.
Im seen news about Huawei building semiconductor supply chain without US input. If im not mistaken including SMEE. So Huawei already set to develop domestic Semi conductors. SMIC is to risky for Huawei to pin their hope. Seem their decision is correct when news out SMIC apply license to supply Huawei.You've just said that SMIC doesn't have the capacity to grab an extra 12-20 Billion USD in sales from Huawei.
In other words, the long-term future of SMIC is bright.
Whatever SMIC can develop will have a huge amount of sales.
If news correct Huawei build their on supply chain, probably SMEE already busy with Huawei and their vendor order, left SMIC less option against US sanction. Either they bankruptcy or succumbed to US demand.
For now, i think US gov just test SMIC reactions. They will some kind of deal on the back.