Up until now I've always just hoped China could achieve chip independence, that is, to free itself from unjust Western sanctions by achieving comparable domestic alternatives. But the more I read from these fools that China seeks chip "supremacy", the more I think China's long term goal should actually be to achieve supremacy and surpass the West, putting its chip ecosystem out of business.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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in fact, there's other paths than just chasing the leading edge such as outpacing them in memory, analog/mixed signal, power, equipment, packaging, optoelectronics, etc.
semiconductor competition actually is much more sophisticated than just brute forcing leading edge tech. it is more like a guerilla ground campaign where you can hit at unexpected angles i.e. moving into packaging for chiplets to circumvent constraints on leading edge nodes, dominating supercomputers to create a new alternative high end processor market to PCs, investing in memory/analog/power to build volume sales, etc.
SMIC output will be double in 2024. Estimate revenue 16 billions USD.This claim could be interpreted incorrectly. China foundries had over 10% share back in ~2008. But 2022Q1 is the first time "three chipmakers" combined for >10% (back in 2008 it took more than three chipmakers to crack 10% before).
For those are big on rankings/stats, this is the ranking that the article referenced:
TBH there are probably FLG Trump donors doing just that
The problem is this is not the endgame of MIC2025 at least not how it was announced nor how it's interpreted by the west. The inferred 70% self sufficiency of semiconductor (components) by 2025 is not mere "chip independence". The west read 70% as reaching "supremacy" level. Subsequent sanctions was a reaction to the MIC2025 goal.
Objectively speaking, if someone wants to take away 70% of anything from you, some reaction on your part to stop or slow that effort would be reasonable and even expected. If the script is flipped, I'm sure we will respond in kind as well.
If you have a history of withholding tech and blackmailing others through it, then you should have expected such a reaction. The Western sanctions on China and its companies just proved that MIC2025 was an absolutely correct decision, and the recent sanctions on Russia further confirmed that.
The West has proven that there is no co-existence with them, they cannot accept even peer-level competition, they want domination. Therefore, it is imperative for China's survival to forever neuter and dismantle the West as an entity. Current inflation and energy issues should be exploited by China to inflict as much damage to the West as possible.
A supplier of core components for semiconductor manufacturing equipment, Cronos completed B round of financing of nearly 100 million yuan
According to micronet news, recently, Shenzhen Kronos Technology Co., Ltd. (hereinafter referred to as "Cronos") completed the B round of financing of nearly 100 million yuan, and the investor is SMIC Juyuan.
Source: Kronos official website
Official news shows that Cronos' main business is nano-scale and micro-scale linear motor motion platforms, and it is a core component supplier in the semiconductor industry and integrated circuit manufacturing equipment. It is reported that last year, the company released the self-developed "Little Blue Power Rail", which organically combines the motor and the rail, and expands to many industries such as lithium batteries and photovoltaics. At present, Cronos has accumulated more than 7,000 kinds of non-standard platform research and development experience, and its customers are all over the country and in many fields, including semiconductor chips, new energy lithium batteries, solar photovoltaics, etc.
At the end of 2021, Cronos released an ultra-precision air flotation platform with a repeatable positioning accuracy of ±50nm. The ultra-precision air-floating platform can provide a carrier platform that can realize precise positioning, detection and precise movement for wafer cutting, wafer inspection, wafer packaging and other fields. It is an advanced electronic manufacturing equipment, such as a lithography machine placement machine. The main mechanism of the work fully solves the difficult problems of high-precision parts in processing and testing. (Proofreading/Ruobing)
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Yes of course. US must not lose hegemony (the rest of the West are just US satellite states).
For US losing hegemony, like lose dollar position in world trade, like lose control in international financial institutions, like lose control in geopolitics, like allow other countries to have an alternative in trade/technology, it means that the whole castle would fall down to the ground. A non hegemonic US would be a totally different country from what we see today.
Just think of this, US trade deficit in 2021 has been 1 trillion dollars. It means all the world sends goods of any kind to US, works for US, and US in exchange just gives them some paper called dollar that only US can produce under monopoly and in unlimited quantities....and recent events showed us that US considers it his own even when has been formally given to someone else (see sizing of Afghanistan and Russian dollar reserves).
For China is a big danger to have all that US dollars in their reserves. When I read some time ago that Belt and Road Initiative is financed by China at 90% in dollar currency I had an eureka moment and understood what is all about: is to convert dangerous paper dollars in real tangible assets around the world.
US will fight to the end to defend their hegemony, because losing it would mean total disaster. US cannot (like they really can not) accept peer-level competition.
Yes, but it was 70% of the domestic market, not 70% of the global market. Suffice to say even if China sourced 70% of its own chips domestically, the West would have still supplied 70% of all chips worldwide. The West interpreted MIC2025 as "supremacy" because in their minds, there is no such thing as two equals existing in harmony, either one dominates the other or vice versa. If they are not completely dictating to China, then they are "kowtowing" to it. This is how the win-lose mentality Western mind works.
That's brilliant!
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