News on China's scientific and technological development.

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BlackWindMnt

Captain
Registered Member
If Erickson gets banned or less contracts in China it means less money for R&D and chances to get patents licenses. Might just be that 5g might be their last big straw into the money stream of communication upgrade cycles.
 
O

ougoah

Brigadier
Registered Member
BlackWindMnt said:
If Erickson gets banned or less contracts in China it means less money for R&D and chances to get patents licenses. Might just be that 5g might be their last big straw into the money stream of communication upgrade cycles.
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A great deal of 5G patents and standards are Chinese held but I suspect the greater reason for Ericsson's insistence here is due to concerns for long term income disruptions. Chinese gov would have every reason to respond to another government's blocking of sales. Why would the Chinese gov allow such a one sided gravy train? Therefore the worry is how the CCP would respond to blocks placed by foreign GOVERNMENTS. Once Ericsson looked at the balance sheet, it became clear what could be lost. For Ericsson, Huawei's 5G patents are technical problems that can actually be overcome. Lost income is lost income.
 
hashtagpls

hashtagpls

Senior Member
Registered Member
Perhaps that's part of the Anglos' plan; they did intend on nationalising Ericsson last year, maybe they're hoping Chinese retaliation against Ericsson will bankrupt the company and make it more pliable to hostile takeover by USG aligned vulture funds
 
localizer

localizer

Colonel
Registered Member
Nobonita Barua said:
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SMIC can produce 3nm chips? :eek: :eek:
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Here's from another site, google translation:
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On the eve of New Year's Day, there was news in the industry that SMIC had obtained a license from the US Department of Commerce for the equipment required for its mature process. The source also stated that the US licenses for mature manufacturing processes are issued in batches, with a one-time distribution of equipment for 40,000 to 50,000 pieces of production capacity. According to a report on Jiwei.com, industry sources confirmed to him that the news is true.

Affected by the news, SMIC’s Hong Kong stocks and A-shares rose 20.29% and 9.77% respectively on the 30th and 31st.

However, during the New Year's Day, an insider from another well-known American equipment manufacturer learned that SMIC did not obtain relevant American technology.

"At present, we can only help SMIC install and repair machines (the parts are replaced by SMIC's previous ones), but the sales and technical support of other equipment and parts are still in a frozen state. Only the installed, Apart from the engineers who repair the machine can contact them, other related personnel are basically in a state of disengagement."
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It means either SMIC managed to obtain US licenses for additional stuff or just to maintain the current stuff.


We have to wait and see what Biden does to determine if China has to go all in on this issue.
 
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S

Skywatcher

Captain
What's the release date for the Kirin 9010?

Even if the CIOMP EUVL demonstrator/prototype gets rolled out this year and goes straight to the production line, it'll probably be until 2024-25 that say, SMIC, will produce 3nm (2022 for 7nm EUVL nodes, 2023 for 5nm and then a two year or so gap until 3nm).
 
localizer

localizer

Colonel
Registered Member
Skywatcher said:
What's the release date for the Kirin 9010?

Even if the CIOMP EUVL demonstrator/prototype gets rolled out this year and goes straight to the production line, it'll probably be until 2024-25 that say, SMIC, will produce 3nm (2022 for 7nm EUVL nodes, 2023 for 5nm and then a two year or so gap until 3nm).
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I think they expecting to be able to make 3nm at TSMC again under Biden, so 2021.
 
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