Quite impressive the doubling of silicon wafers imports since last year, from 6% to 10%.
It could mean (1) Chinese silicon wafer capacity greatly increased (2) wafer quality increased a lot too
Chinese semiconductor industry
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Quite impressive the doubling of silicon wafers imports since last year, from 6% to 10%.
It could mean (1) Chinese silicon wafer capacity greatly increased (2) wafer quality increased a lot too
Designing a new vehicle with the desired components needs a long lead time. Companies can't switch important BOM like the AI chips on a whim. The software need to be written for new chips. Give it some time before Chinese vehicle makers switch to domestic chips. I'm sure they are working furiously on it.
It is not surprising then as to why - this being an important reason for it - despite supposedly having the most anti-China President since Park Chung He, that South Korea's government and power elites are very cautious and rational with regards to their relations with China.
Don't give them excuses. Zeekr plan here is to launch this car in 2025. If they cannot figure out a way to use domestic chip in 3 years, they don't deserve to stay in business.
In all of byd announcement, there is only a one year lead time to putting auto CPU on their car model.
oh shit, I think Geely has been doing SOC for their car brand? they announced their 7nm auto chip... 7 months ago
If YMTC really sold storage to Huawei it means they were expecting sanctions and prepared for them anyway. Which is a good sign for the Chinese semi industry overall. Even here we all know the US will sanction all competitive Chinese technology corporations.
People don't realize but for all the talk of cutting off China from oil, China has more fundamental advantages in raw materials and refined materials, such as rare earths, ammonia (fertilizer precursor), tungsten (used as gate metal, electron source filament, plating for refractory UHV components, and these are just semiconductor uses), xenon, etc.
Combined with Russia which has a dominance in oil, food, neon, nickel, titanium, etc and it becomes questionable as to exactly who is the most economically resilient.
Chinese companies can't sell to Chinese companies??? This is pure bullying. If I buy something and paid for it,then it becomes my property. In which world are we living in?? China must do all it can to become semiconductor self sufficient. One can understand if those blacklistings are from UN or WTO.
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