Chinese semiconductor industry

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pmc

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You also misunderstand what a reserve currency is. A reserve currency is a reserve currency not just because you can buy goods and services with it but because you can freely exchange it for real assets. With American dollars you can buy American land, companies (with only slight fuss unless you are in the Axis of Evil (tm)), real estate, government bonds, etc.
The current energy prices result of this meeting last December. the meeting was not in video conference despite lack of confidence on vaccines at time. It is Arab world responsibility to create conditions for elevated prices.
do you think Russia is offering stocks, bonds, real estate in exchange ?
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to balance that high prices Russia has to keep Euro stronger relative to dollar so that Europeans are not impoverished before transition of Russia to new infrastructure. Russia hardly has dollar so how it afford big infrastructure projects?. It is not just buying a product. but retaining skilled labor that run the supply chains and projects effectively and efficiently in the most complex locations. where is the role of reserve currency. as by your logic only reserve currency can retain talent. i mean real talent.

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Weaasel

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@BlackWindMnt bro I'm stupefied that Japan can't FAB and produce 28nm and 22nm chips, I'm really am. They had the means like materials and DUVL. Right now China is more capable (domestic 28nm) and more so in the future (14nm next year).
They can. They just do not do so. It is mostly cost and market share related. Japan is a key provider of substances and equipment utilized in producing IC chips, notably photoresists, ion implantation, etching equipment; as well as lenses, masks, and power sources utilized in DUV lithography. Gigaphoton COULD easily supply the power source used in ASML's EUV lithography machines.
 

Weaasel

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That's because IGBTs and inverters are not made with these processes. IGBTs and inverters are the most important pieces of semiconductors for EVs. Biggest maker of IGBTs and inverters is currently Infineon, who fabs them in Germany and China, along with others like Fuji, Denso, ON, Cree and so on. Plenty of IGBT are fabbed in China but these are foreign branded, and China also imports plenty from Japan and Korea, such as Denso and Samsung. There are now some Chinese companies that are doing IGBTs, most notably BYD. BYD is the only car manufacturer that makes its own IGBT. Recently Huawei obtained a patent for a SiC IGBT and they might be interested in getting into this business because IGBT is the heart of the EV's electronics.

Building a Fab that will make the most cutting edge mobile SoCs for Apple and Qualcomm isn't going to supply IGBTs for EVs and car manufacturers. That's why there is a chip shortage. No one really understands that building a fab for smartphone chips isn't going to be making chips for EVs.
Just to be clear, does BYD produce the Insulated Gate Bipolar Transistors in its own fans?
 

Weaasel

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Anglo americans must be experiencing an extinction response; after having gotten used to ordering Asians around and lording over the bodies and enslavement of Asian peoples, the anglos are now tyrannically threatening Koreans who refuse to give away trade secrets to white Anglo authorities
Yet, the youth of South Korea say that they dislike China more than any other country presently, even Japan. It was somewhat surprised by that. Why do East Asians have so much resentment for one another? Europeans have fought far more wars between themselves than East Asians have (when is the last time China has exercised aggression against South Korea? Is the hate because of THAAD, blame over COVID, cancelling pretty boy bands, kimchi, Koguryo?), yet there's always an attempt to forge unity and they do let bygones be bygones - comparatively...
 

Weaasel

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It’s not just STEM, it’s finance, banking and insurance as well; speaking anecdotally, these Indians shamelessly hire their own family, friends etc once they get to middle management, providing cover by sucking up to the white C-suite and then shifting all the work and hard yards to the Asian/ white workers who do all the heavy lifting.
Effectively, they are parasitically taking a paycheque and bludging, doing sweet fuck all.
The impression i get is that back in India, this is par for the course and why India will never become like one of the East Asian tigers or like China, simply because the work ethic simply isn’t there.
There’s so many theories I could name, Warner climate and laziness etc but I won’t digress from the topic.
Well, this is not the thread of forum for that.
 

Weaasel

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To the experts, do the Chinese had problems regarding its usage of the ARM architecture? Is China ARM a separate entity from its parent? And Alibaba investment in Chip design is not enough they need to go into Foundry business cause who will FAB their chip?

from CnTechPost

Alibaba reportedly to release Arm server chip​

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2021-10-18 10:15:29 (GMT+8)

Alibaba reportedly to release Arm server chip-CnTechPost

After Huawei, Alibaba has reportedly become another Chinese tech company developing server CPUs in-house.
Alibaba's server chip based on the Arm architecture, which it has been developing since 2019, was tape out in the middle of the year and could be released in the near future,
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reported Monday, citing people familiar with the matter.
The chip has 128 cores and is built using a 5-nanometer process, making it the most advanced server chip in terms of process, surpassing similar products from Amazon and Huawei, according to the report.
In the server market, Intel currently holds nearly 90 percent of the X86 camp, while the Arm camp includes Huawei's Kunpeng chip and Amazon's AWS Graviton. In addition, players in the server market include IBM's POWER series processors.

Alibaba's chip will reportedly be unveiled at its annual developer conference, Yunqi, which this year will be held October 19-22 in Hangzhou, Zhejiang province.
The company had announced at that event in 2018 the formation of chip company T-Head (Pingtouge Semiconductor), the main body of Alibaba's semiconductor chip business, which has already launched several products, including artificial intelligence chip Hanguang 800.
Which entity will produce these chips and where will they be produced?
 

BlackWindMnt

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@Weaasel bro the only FABS capable of producing 5nm chips are TSMC and Samsung. With TSMC 5nm is fully booked by Apple the only recourse is Samsung.
Wasn't it the 3nm node that was fully booked by apple and Intel, might be that Alibaba could have reserved a portion of the 5nm node capacity.

I do wonder if there has been any progress on Chinese GPU designers like Moore thread we heard about last year?
 

ansy1968

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Wasn't it the 3nm node that was fully booked by apple and Intel, might be that Alibaba could have reserved a portion of the 5nm node capacity.

I do wonder if there has been any progress on Chinese GPU designers like Moore thread we heard about last year?
@BlackWindMnt bro 3nm is delayed until 2023 -2024, an enhance 5nm (advertise as 4nm) is being introduced as a replacement.

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26 Aug 2021 — TSMC's 3nm production plans appear to have run into a hitch, prompting delays that may last up to four months. As a result, all potential ...
 
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