"bullying" "in which world are we living in?"
We live in the jungle. Top predators can do whatever they want
Chinese semiconductor industry
- Thread starter Hendrik_2000
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We live in the jungle. Top predators can do whatever they want
This is very simple logic.
If you bake a cake and I supply the mixing bowl it's actually my cake, not your cake. All credit for the cake goes to me.
If I cook ramen and I supplied the wires for the oven, that's my ramen, not your ramen.
If your grocery store sells you food, you have a deep dependence on the grocery store.
What's so hard about this logic? Geeze.
There is a lot of logic actually.
Imagine someone point a gun to your head and then tells you "2 + 2 = 5", comes closer with a gun directly pointing to your face, "do you agree?"
So, what is your answer, yes or no?
No. It is not.
All that shows is there is no way the US can keep China down.
What we are reading is absurd, and truly contemptible.
Only desperation can lead to such bizarre utterances. China cannot do business with China! Says the Americans.
On some level, the Americans have been thoroughly beaten to the point they are just stunned at what is happening, and to salvage something from that, they declare China cannot sell to China.
Bravo!
On some level, the Americans have been thoroughly beaten to the point they are just stunned at what is happening, and to salvage something from that, they declare China cannot sell to China.
Bravo!
So ...
How will China counter this latest American provocation and restriction? That China cannot sell to China.
Although the future is tough to predict, I believe two things will happen, in order for China to counter this new diktat.
1. China will still sell to China. Why not? What's the big deal?
2. China will sell more to the Global South, such as RCEP, Africa, Middle East, South America, and even those 'stan countries.
When that happens, the United States has no counter to this Chinese counter. That is why the desperation is so acute.
Plus the fact, what the Chinese will be selling in terms of 5G networks, server racks, electric vehicles, and even weapons, many will be world leading products.
Cue some more desperation.
Plus the fact, what the Chinese will be selling in terms of 5G networks, server racks, electric vehicles, and even weapons, many will be world leading products.
Cue some more desperation.
That is why the Americans went after the semiconductor.
If those products do not have chips inside of them, then no sales.
At least, that was the idea.
The problem was the US government was confused by the realities of the market place.
(It is what Clausewitz said, about time, space, mass, where space is the battlefield. Do not understand the battlefield, and you lose the war. Hitler did not understand the Russian winter. He did not understand the space. He lost the war. Recent American examples would be Vietnam and Afghanistan. They never understood those places either. Remarkably, the Americans have managed to re-create the past with this tech war!)
The Chinese on the other hand, were much more clear eyed and cynical.
At this stage of the game, it is not about what the Americans can do to damage China, it is more about how deep will China push that knife in.
The next step is to start increasing prices for packaging and assembly as that is both an increasingly critical step with new chiplet and wafer bonding tech. It is also one that has a strong Chinese market share, equipment foundation, and R&D effort. There's few alternatives. Advanced packages and high layer count PCBs are difficult to manufacture yet don't command the price premium they deserve, so it's time to squeeze them. This will also favor companies like SMIC and YMTC who have in house packaging capability.That is why the Americans went after the semiconductor.
If those products do not have chips inside of them, then no sales.
At least, that was the idea.
The problem was the US government was confused by the realities of the market place.
(It is what Clausewitz said, about time, space, mass, where space is the battlefield. Do not understand the battlefield, and you lose the war. Hitler did not understand the Russian winter. He did not understand the space. He lost the war. Recent American examples would be Vietnam and Afghanistan. They never understood those places either. Remarkably, the Americans have managed to re-create the past with this tech war!)
The Chinese on the other hand, were much more clear eyed and cynical.
At this stage of the game, it is not about what the Americans can do to damage China, it is more about how deep will China push that knife in.
The strike back should not be limited to semiconductor or electronics. Asymmetrical strikes such as investigations of certain foreign owned companies to ensure compliance with Chinese safety, environmental and social standards may be forthcoming. And we all know the Chinese legal system for IP is immature, who knows what might happen if they were found to infringe on a Chinese company's IP? And whose to say that alleged IP violations can be tracked or prosecuted quickly? China is a big country with an inefficient bureaucracy and many, many court cases. Inefficiency is bad. Very, very bad.
Moore's Law is approaching its limit, and China Aerospace Corporation is the first to introduce SOP microsystem packaging architecture
China Aerospace Science and Technology Co., Ltd. China Aerospace Science and Technology Co., Ltd. 2022-09-16 05:51 Posted on AnhuiFrom the manufacture of the first transistor by Bell Labs in the United States in 1947 , to the birth of the lithography process in 1960 , to the proposal of Moore's Law in 1964 , the integrated circuit has spawned and promoted technological innovation and industry change since its birth . Today , it is playing a very important role in all walks of life and has become the cornerstone of the modern information society.
Under the influence of Moore's Law , the integrated circuit industry has developed rapidly . In recent years, advanced technology has evolved to 3nm and 2nm. The practice of increasing transistor density to improve performance has encountered a bottleneck, and Moore's Law has begun to slow down or even stagnate.
Where will integrated circuits go in the post-Moore era ?
Recently , at the 2022 World Semiconductor Conference , Mao Junfa, academician of the Chinese Academy of Sciences and president of Shenzhen University, put forward the view of "from integrated circuits to integrated systems " . He believes that as Moore's Law faces extreme challenges and the turning point is approaching, he clearly stated that "the past 60 years have been a In the era of circuits, the next 60 years will be the era of integrated systems.”
He said that integrated circuits (chips) are only the means, and microelectronic systems are the ends. The integrated system carries out integrated design and production from the perspective of the system, and integrates various chips, sensors, components, antennas, interconnects, etc. on a substrate to form a system with expected functions. All chips and components are structurally composed As a whole, it makes the system high density, miniaturization, strong function, low power consumption, low cost, high reliability, easy design and easy production.
This kind of thinking can further improve the design efficiency and comprehensive performance of the system, reduce the cost of the system, increase its reliability, and reduce the requirements for chip design and equipment.
Therefore, the integrated system is a new way for the development of the complex microelectronic system integration technology .
Coincidentally , Hefei Zhonghangcheng Electronic Technology Co. , Ltd. launched the chip module SOP integrated system packaging technology , which coincides with the thinking of Academician Mao Junfa .
The core team of AVIC has more than 20 years of experience in high -reliability chip packaging and shell manufacturing process , related material application and collaborative design . Taking the system as the design object , emphasizing the integration of circuit design and integrated manufacturing , while achieving complex cavity structure and high strength, it also takes into account chip heat dissipation, high-density lead feedthrough and more functional integration requirements, and is technically compatible with metal enclosures with ceramic envelope. It has been used in transmission , sensing , power devices , microwave components , optoelectronic modules and other products , and is widely used in power , electronics , military , communications , medical and other industries .
In fact , as a new type of microsystem package architecture technology , it has become the focus of the industry , under Section 9906(d) of the US National Defense Authorization Act ( NDAA ) , the National Advanced Packaging Manufacturing Program is authorized to strengthen advanced packaging in the US ecosystem In early August , the United States released the " Chip and Science Act of 2022 " , which will allocate $ 2.5 billion for advanced packaging manufacturing programs in fiscal year 2022 .
The company's team focuses on providing high-reliability multi-chip module packaging structure solutions for global system-in-package customers. The previous products are mainly based on Japan's Kyocera and Germany's SCHOTT. They have independently and completely mastered the advanced manufacturing technology of HTCC high temperature ceramics . Based on the understanding of the core technology chain of the chip industry , the team took the lead in proposing and implementing the SOP micro- system integrated packaging architecture in the industry , realizing the optimal combination of materials , processes , design , cost and other dimensions . In the next step , the company will take SOP micro - system integrated packaging technology as a breakthrough to provide customers with complete chip module packaging products and services , drive China's semiconductor industry to change lanes and overtake , and contribute to the development of China's integrated circuit industry .
What a farce!
They are "concerned" because maybe YMTC has provided memory for the Mate Xs 2, when Qualcomm and many other US supplier have provided for sure the Snapdragon and other IC for the same Mate Xs 2 phone!
They just want to punish YMTC because it dared to sell to Apple...that's the very petty truth.
Looking at what YTMC is doing lately, I'd expect that YMTC is already well prepared to end up in the entity list...actually it is quite surprising to me it is still out of the list.
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