Chinese semiconductor industry

tokenanalyst said:

Or either the current Taiwanese goverment is full of idiots, traitors or both if they aren't able to see this.

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european_guy said:

"To be an enemy of the US is dangerous, but to be a friend is fatal" H. A. Kissinger

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Fedupwithlies said:

As Europe is learning right now.

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hvpc said:

the 3D-DRAM+periphery on a second wafer method is one of two alternate method that China is exploring to mitigate issue stemming from not having access to EUV.

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european_guy said:

Thanks!

I found this regarding 3D-DRAM

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It seems a lot of people is looking at it right now, including all the big names in DRAM.

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hvpc said:

From what I heard, he is moving onto the next venture to leverage the hybrid bonding technology used in Xstacking on DRAM.

Without EUV, CXMT will not be able to catchup to the DRAM leaders. Simon Yang has a new venture called, Haixin, that will pursue a sort of 3D-DRAM with larger critical dimensions and leverage the hybrid bonding by moving the periphery logic to a second wafer thus gaining a higher DRAM density than what CXMT could ever accomplish with the current DRAM technology.

the 3D-DRAM+periphery on a second wafer method is one of two alternate method that China is exploring to mitigate issue stemming from not having access to EUV.

So, Simon stepping down from YMTC CEO position is not due to any business condition reasons. So, don't read too much into this; YMTC is fine with regards to Simon stepping down. The bigger headwind is what the impact of the latest US action will have on YMTC's fab expansion plan.

What Simon will accomplish at the next venture will provide a bigger positive impact for China than him staying put at YMTC. He will be bring success to Chinese DRAM progress more than what CXMT is able to accomplish to-date.

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gelgoog said:

The NVIDIA series 30 cards, the last generation, prices have gone down.

But it is still a bit early to buy a graphics card I think. I would wait until like mid November. Intel is going to launch their Arc7 GPUs in October 12nd. The Intel Arc7 A770 Limited Edition GPU seems like a good deal assuming they get the drivers working properly. AMD will launch their next generation GPUs in November 3rd and it is likely NVIDIA will cut the prices for current generation series 40 cards when that happens. And by November maybe Intel will have fixed their drivers.

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"Simon Yang, who has headed YMTC since its founding in 2016, stepped down reportedly for personal reasons
...
In 2001, Yang became one of the founding members of Semiconductor Manufacturing International Corp (SMIC), the country’s largest chip foundry, and rose to become chief operations officer in 2010 before resigning the following year.

In January 2013, Wuhan Xinxin Semiconductor Manufacturing Corp announced that Yang has been appointed its new CEO. Tsinghua Unigroup acquired the memory chip maker in 2016, when it was transformed into YMTC.
Under Yang’s leadership, YMTC quickly grew into an industry giant. One of its latest products is a 232-layer chip, according to Chinese media, which would put it on par with leading memory chip makers like Samsung Electronics, Micron and SK Hynix."

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"His previous roles include CTO and Senior Vice President of Operations at Chartered Semiconductor (now GlobalFoundries) and R&D and Manufacturing Director at Intel. Dr. Yang is renowned for his ability to develop and deliver state of the art technologies. When he served in Intel, he received multiple Intel Achievement Awards and the STAR Award. Dr. Yang has extensive experience in semiconductor R&D, manufacturing and the domestic semiconductor supply chain integration. He sits on the Asia-Pacific Leadership Council of the Global Semiconductor Alliance (GSA).

Dr. Yang now also serves as executive consultant and researcher at Institute of Microelectronics of Chinese Academy of Science. At the same time, he is the executive consultant of national “02” project.

Dr. Yang received his PhD in Materials Engineering at Rensselaer Polytechnic Institute (RPI). He holds more than 20 patents and has published over 30 technical papers."

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Moore Threads MTT S10 Graphics Card Hits Retail at $112​