One of the action Trump can do that is irreversible, I think, is to recognize Taiwan and setup US embassy there, just like him recognizing Jerusalem as Israel capital and moved US embassy there. Pompeo already hinting by saying Taiwan is not part of China.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Right. But how do you bootstrap the industry? Do you wait until you have the tools, or do you buy foreign tools, start your business, and when you have a large enough industry you get to build the tools yourself to scale up? Semiconductor manufacturing is complex enough that doing everything in sequence won't work in time. I do think Tsinghua group is expecting a bit too much with what are basically outdated nodes and an unproven track record. Samsung and LG managed to get out of the hole because they integrated their chips inside their own consumer electronics first to get enough volume to use their factories to capacity. A pure play manufacturer like Tsinghua can't do that. They are falling into the same hole the Taiwanese memory manufacturers did. Like Nanya. They never got any significant market share even when they had a competing product. It is a lot more likely these semiconductor facilities would get traction if the manufacturing was done by a consumer electronics company. Be it Haier or Huawei, or whatever. It needs to sell consumer electronics devices in the tens of millions of units or more.
Once it reaches critical mass then you can think of spinning off that unit as a separate pure play. But right now I think it is impossible.
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Under Tsinghua group there's this pure design group unisoc, unilC dram unit and YMTC nand.
YMTC nand in wuhan eats alot of resources fab wise. It's the only one in China , this is critical one.
I think what got tsinghua in trouble is the new fab at chongqing for ddr4 dram by unilC i think they can hold off a bit on that especially another Chinese Dram CMXT at anhui already come online and its more ahead.
I think Hynix and Samsung use the same fabs for DDR RAM and NAND Flash?
I have heard YMTC NAND basically uses twice the wafers to produce the same memory but it has higher I/O performance.
Seems kind of niche, but at least it shouldn't get sued for patent infringement that easily.
I have heard YMTC NAND basically uses twice the wafers to produce the same memory but it has higher I/O performance.
Seems kind of niche, but at least it shouldn't get sued for patent infringement that easily.
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I think this is manageable for Unigroup. It is State owned and the Government will provide it with Financial help.
With FABs there is always a huge upfront cost of setting it up. Semiconductor machinery is expensive to acquire and Unigroup uses the largest percentage of local Equipment among all the Manufacturers.
This has been beneficial for alot of local Semiconductor equipment manufacturers.
As Unigroup ramps up production of their products, this will lead to greater economies of scale and then they will get profitable.
Can you provide a source for this information?
Looks more and more like Honor is selling for $40 billion. While it could have been a steady source of income to get through hard times, it could signal that Huawei has ambitions beyond being just another smartphone company.
Those $40 billion ought to go straight to R&D for their own fabs and chip design departments.
Those $40 billion ought to go straight to R&D for their own fabs and chip design departments.
The Source is from a few previous posts.
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