Chinese semiconductor industry

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jfcarli

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Yeah... everything was running beautifully until the US started screwing things up by sanctioning Peter, Paul, John, Betty and everybody's mother.

You always know how a war starts, but you never know how it will end. I am pretty sure the biggest loser will be Taiwan and TSMC and most likely the US itself, since they will lose an enormous market: China.

If Taiwan and TSMC were smart... they would lean towards mainland China.

The end result of this chip war won't be beautiful...
 

duskseeker

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It's pointless unless you have enough games (good ones too) unique to your platform. China actually tried this as early as the late 1990s. It failed not because of intrinsic quality issues but because there is no developer for the platform.
Eastern Exorcist comes to mind. Pretty good 2d game with interesting lore and good voice acting.
 

Hendrik_2000

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I don't have the feel for semi production Is 15000 wafers/month good enough production rate? From CN tech
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SMIC says its FinFET process is in production with 15,000 wafers per month​

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August 6, 2021
Semiconductor Manufacturing International Corporation's (SMIC) FinFET process is in production and has a capacity of 15,000 wafers per month, Zhao Haijun, the chief co-executive officer of the leading Chinese contract chipmaker, said Friday.
That portion of the capacity is in short supply, and customers keep coming in, Zhao said during the company's second-quarter earnings call.


SMIC reported Thursday that its revenue was $1.34 billion in the second quarter, up 43.2 percent from a year earlier. Gross profit for the second quarter was $405 million, up 62.9 percent year-over-year.
The announcement comes shortly after the departure of Wu Jingang, SMIC's vice president of research and development, who was one of the company's top five core talents involved in FinFET process development.
SMIC's technology development work is currently proceeding normally, and Wu's departure did not have a significant adverse impact on the company's overall R&D capabilities, the company said.

Currently, semiconductor manufacturing giants TSMC and Samsung in the 5nm and 7nm process segments are using FinFET structure, while the choices in the next generation of 3nm process transistor structure diverged.
Samsung chose to use the GAA structure, while TSMC chose to continue with FinFET technology in the first generation of the 3nm process.
According to the International Roadmap for Devices and Systems (IRDS), the FinFET structure will be gradually replaced by GAA structures after 2021-2022.
 

Weaasel

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I partially agree.
If Mars was a planet that houses a civilization similar to the human civilization, then not trading with them would indeed detrimental. The countries that traded with them would have advantages compared to those who do not. This China-US case is different. The US is a country that never hesitates to weaponize trade.
For decades, China's strategy was making the economies interdependent so the US would never try to bring the Chinese economy down as doing so would harm it too. China succeeded in making these two economies interdependent but it was wrong in its original premise. The US is currently showing that it is willing to harm itself as long as whatever it's doing harms China more. The tariffs did not work so the strategy changed to the targeting of individual Chinese companies. All Chinese companies that are specializing on high-added value services and goods are in danger if they are using things that come from the USA. The ones that are working on technologies that the USA considers "strategic" are in even more danger.
China shouldn't go after autoarky, it is pointless. But it should definitely get rid of all technological dependencies to the USA. Unfortunately, the semiconductor industry is dominated by the USA in all segments except fabrication and memory chips (pointless on its own) so China will have to develop all the technology.
China should have the capability of going into autarky if necessary.
 

AndrewS

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I don't have the feel for semi production Is 15000 wafers/month good enough production rate? From CN tech
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It's a start, but they need to expand capacity many times more.

TSMC does 730,000 wafers per month for its 16nm process.




SMIC says its FinFET process is in production with 15,000 wafers per month​

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August 6, 2021
Semiconductor Manufacturing International Corporation's (SMIC) FinFET process is in production and has a capacity of 15,000 wafers per month, Zhao Haijun, the chief co-executive officer of the leading Chinese contract chipmaker, said Friday.
That portion of the capacity is in short supply, and customers keep coming in, Zhao said during the company's second-quarter earnings call.


SMIC reported Thursday that its revenue was $1.34 billion in the second quarter, up 43.2 percent from a year earlier. Gross profit for the second quarter was $405 million, up 62.9 percent year-over-year.
The announcement comes shortly after the departure of Wu Jingang, SMIC's vice president of research and development, who was one of the company's top five core talents involved in FinFET process development.
SMIC's technology development work is currently proceeding normally, and Wu's departure did not have a significant adverse impact on the company's overall R&D capabilities, the company said.

Currently, semiconductor manufacturing giants TSMC and Samsung in the 5nm and 7nm process segments are using FinFET structure, while the choices in the next generation of 3nm process transistor structure diverged.
Samsung chose to use the GAA structure, while TSMC chose to continue with FinFET technology in the first generation of the 3nm process.
According to the International Roadmap for Devices and Systems (IRDS), the FinFET structure will be gradually replaced by GAA structures after 2021-2022.
 

Jiang ZeminFanboy

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I don't have the feel for semi production Is 15000 wafers/month good enough production rate? From CN tech
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SMIC says its FinFET process is in production with 15,000 wafers per month​

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August 6, 2021
Semiconductor Manufacturing International Corporation's (SMIC) FinFET process is in production and has a capacity of 15,000 wafers per month, Zhao Haijun, the chief co-executive officer of the leading Chinese contract chipmaker, said Friday.
That portion of the capacity is in short supply, and customers keep coming in, Zhao said during the company's second-quarter earnings call.


SMIC reported Thursday that its revenue was $1.34 billion in the second quarter, up 43.2 percent from a year earlier. Gross profit for the second quarter was $405 million, up 62.9 percent year-over-year.
The announcement comes shortly after the departure of Wu Jingang, SMIC's vice president of research and development, who was one of the company's top five core talents involved in FinFET process development.
SMIC's technology development work is currently proceeding normally, and Wu's departure did not have a significant adverse impact on the company's overall R&D capabilities, the company said.

Currently, semiconductor manufacturing giants TSMC and Samsung in the 5nm and 7nm process segments are using FinFET structure, while the choices in the next generation of 3nm process transistor structure diverged.
Samsung chose to use the GAA structure, while TSMC chose to continue with FinFET technology in the first generation of the 3nm process.
According to the International Roadmap for Devices and Systems (IRDS), the FinFET structure will be gradually replaced by GAA structures after 2021-2022.
That's 14 nm or first 7nm?
 

FairAndUnbiased

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I don't have the feel for semi production Is 15000 wafers/month good enough production rate? From CN tech
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SMIC says its FinFET process is in production with 15,000 wafers per month​

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August 6, 2021
Semiconductor Manufacturing International Corporation's (SMIC) FinFET process is in production and has a capacity of 15,000 wafers per month, Zhao Haijun, the chief co-executive officer of the leading Chinese contract chipmaker, said Friday.
That portion of the capacity is in short supply, and customers keep coming in, Zhao said during the company's second-quarter earnings call.


SMIC reported Thursday that its revenue was $1.34 billion in the second quarter, up 43.2 percent from a year earlier. Gross profit for the second quarter was $405 million, up 62.9 percent year-over-year.
The announcement comes shortly after the departure of Wu Jingang, SMIC's vice president of research and development, who was one of the company's top five core talents involved in FinFET process development.
SMIC's technology development work is currently proceeding normally, and Wu's departure did not have a significant adverse impact on the company's overall R&D capabilities, the company said.

Currently, semiconductor manufacturing giants TSMC and Samsung in the 5nm and 7nm process segments are using FinFET structure, while the choices in the next generation of 3nm process transistor structure diverged.
Samsung chose to use the GAA structure, while TSMC chose to continue with FinFET technology in the first generation of the 3nm process.
According to the International Roadmap for Devices and Systems (IRDS), the FinFET structure will be gradually replaced by GAA structures after 2021-2022.
15k wafer starts is good for SMICs revenue.

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TSMC has 8x the wafer starts and about 8x the revenue so it's not so bad.
 

Hendrik_2000

Lieutenant General
It's a start, but they need to expand capacity many times more.

TSMC does 730,000 wafers per month for its 16nm process.
Thanks but SMIC is building more FAB in Beijing and Shenzhen
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While SMIC’s capital expenditure “progressed slowly” in the first half of this year, the company reiterated that its
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, according to Li.

SMIC’s new Beijing plant, with a total investment of nearly 50 billion yuan, is expected to start operations in 2024, with monthly production capacity of 100,000 12-inch silicon wafers. The new Shenzhen plant, meanwhile, is expected to start production next year, with a monthly capacity of 40,000 12-inch wafers.

That expansion is expected to enable SMIC to meet continued high demand in the semiconductor market.
A downturn in the industry is not imminent, according to Gokul Hariharan, managing director and co-head of Asia-Pacific technology, media and telecommunications research at JP Morgan Chase & Co, in a recent report.
 
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