How is the US actually suppose to check where SMIC sends its chips? I keep hearing that Huawei is involved designing chips for other companies, yet obviously no one is "officially" suppose to fab them?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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I'm willing to bet they made a deal to supply US carmakers as priority.
Well, tsinghua has YMTC, a fab for making nand flash.@Oldschool so it is SMIC thanks for the info, I thought Tsinghua Unigroup had their own FAB.
To me, China and US in the middle of tech war, life and death. So any assets can be a weapon. Foreign equipment is a weapon , domestic equipmnent is a weapon . That's why current second hand western equipment market is very hot as Chinese companies stockpiling parts and equipments for this war.
I proposed Huawei suing tsmc and get it's Nanjing fab as compensation. Under the current unification of Taiwan by force plan by Xi , taking over TSMC fan is totally doable under current atmosphere
Stockpiling western equipments is the correct startegy now because we don't know smee 28nm performance. It may run into production issue which take times to sort it out.
Wouldn't be good if Huawei has a 14nm converted into 12nm fab from tsmc under it's disposal. It can license smic tech and let ICRD. This would be good fix for short term solution.
from CnTechPost
SMIC says it will do its best to ensure production expansion not affected
March 2, 2021In response to reports that some US equipment manufacturers have received permission to resupply SMIC, the company said in an exchange with investors on March 2 that it will do its best to work with its global industry chain partners to ensure that production continuity and expansion planning will not be affected.
SMIC said that although uncertainty still exists, the company has always adhered to the law and is confident that its production and operation will not be significantly affected in the near future.
As previously reported, the US equipment supplier that provided SMIC with the equipment needed for its mature processes has been licensed to resupply.
The equipment covers mature processes including 14nm and 28nm, thanks to SMIC's self-help and the help of US equipment makers, these reports said.
Earlier, analysts at Morgan Stanley issued a report saying that US equipment suppliers had recently resumed parts supply and field service to SMIC, somewhat easing concerns about SMIC's consumable stock and equipment aftermarket.
The bank also upgraded SMIC's stock rating from "neutral" to "hold" and raised its target price for SMIC's Hong Kong shares by 34%, from HK$23.8 to HK$31.8.
The report points out that SMIC's mature process business is expected to be licensed for equipment supply, and Qualcomm still insists on working with SMIC to solve the PMIC supply shortage problem.
Some chipmakers such as MediaTek and Realtek are also seeking more capacity from SMIC, which is expected to see revenue growth of 10%-15% this year, the bank said.
Sanction or no sanction SMIC future looks bright, that demand alone may take a lifetime to fulfill.
from CnTechPost
China's integrated circuit imports reach $371 billion in 2020, more than double oil imports
March 2, 2021China's total imports of integrated circuits in 2020 reached RMB 2.4 trillion ($371 billion), up 14.8% year-on-year and more than double that of oil imports, a recent report said.
The number of integrated circuits imported in 2020 is 543.5 billion, up 22.1% year-on-year, said the report, which was published by the National Bureau of Statistics of China.
China's oil imports in 2020 total about RMB 1.22 trillion, remaining one of the largest import sectors.
China's IC exports in 2020 total RMB 805.6 billion, up 15 percent year-on-year, the report shows.
China's IC production in 2020 is 261.47 billion pieces, up 29.6% year-on-year.
China's R&D spending in 2020 is RMB 2.44 trillion, up 10.3% year-on-year and accounting for 2.40% of GDP. Among them, basic research spending is RMB 150.4 billion.
China grants 3.639 million patents in 2020, up 40.4% year-on-year; 72,000 PCT patent applications are accepted, the report said.
@Oldschool will that harm China interest? cause most of the equipment is US and of course will be sanction making the takeover useless , how about their employees I think a majority are Taiwanese and may just leave therefore interrupt the production?
Huawei is one taking over the fab. And Huawei already heavily sanctioned, so more sanctions won't change anything. The fab equipment and materials are what Huawei after. Taiwanese workers can offered salary to stay there. ICRD will run that fab for Huawei.
Whatever needed can be bought from black market
Don't need to.
US has a baseline clamp of not allowing sub 10nm equipments and materials into China. Whatever SMIC can violate is not a big deal in the viewpoint of US
@ansy1968
Chinese media already talk about the new policy toward Taiwan. It called "beggar thy neighbor" policy. If you read Chinese.
The banning of Taiwanese pineapple is first step. 90% of them go to China. So taking TSMC fab fits current "beggar thy neighbor" policy toward Taiwan.
大陆"穷台"已经开始,不可逆,不会停,#大陆穷台目的只是#维持现状,穷台无法达成统一目的,#武统是最后操作,#台湾民进党的统治策略套路曝光,大陆非常有手段
Chinese media already talk about the new policy toward Taiwan. It called "beggar thy neighbor" policy. If you read Chinese.
The banning of Taiwanese pineapple is first step. 90% of them go to China. So taking TSMC fab fits current "beggar thy neighbor" policy toward Taiwan.
大陆"穷台"已经开始,不可逆,不会停,#大陆穷台目的只是#维持现状,穷台无法达成统一目的,#武统是最后操作,#台湾民进党的统治策略套路曝光,大陆非常有手段
@Oldschool , so you think TSMC future in China is bleak? in CCP eyes they had cast their lot with the Americans. So if SMIC had indigenized most of its equipment to make 14nm to 7nm, it may implement an import substitute allowing only 5nm and below to enter China?
TSMC pretty done in China as it strictly follow US policy. I don't see TSMC move any EUV equipment into China for foundry.
So whatever they got in Nanjing is the last dance. And knowing that they won't bring in any more advance tech onto China, taking over their Nanjing fab is doable.
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