Chinese semiconductor industry

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ZeEa5KPul said:
There's been some talk here recently that SMEE wasn't getting the funding it needs from the government. I've been thinking about why that is and I think I've come to a good theory.

In my view, the best industrial policy funds the most upstream and most downstream players in a supply chain. You fund the most downstream so they can stay in business and provide the ultimate source of demand for the technology you want to dominate. If they have to use foreign inputs today, so be it; price of entry. You fund the most upstream because they're the ultimate source of supply for that demand. If they can't produce the technology at requisite scale, no amount of funding downstream will help you because there's nothing for that money to buy.

Here we come to SMEE's dilemma: it's stuck in the middle. The upstream suppliers like RSLaser and Guowang don't have the scale to produce the components SMEE integrates and the downstream customers like SMIC and other fabs aren't satisfied with the performance of its machines. Pouring a lot of money into SMEE doesn't make sense until two conditions are met:
1) Its suppliers are ready.
2) Its customers can live with its product.
Some money is surely needed to keep SMEE alive and up its game, but it may seem paltry in comparison to what other players are getting.

In contrast to SMEE, RSLaser and Guowang don't seem short of money. The former is building a new factory and the latter is moving into its new facility this year. I would be much more concerned if players like them were short of money, but that doesn't seem to be the case.
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Was there confirmation that RSlaser is building a new factory? I thought last havoc said they still haven't started.
 
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BlackWindMnt

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KYli said:
Bloomberg talks about how essential American semiconductor exports are to China and China won't be able to sever tie with the US but it also shows how much American semiconductor companies are relying on China for their revenue. If China can successfully decouple, many of these American companies would be doomed.
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Dam Qualcomm and Texas instruments better start lobbying fast and hard.
 
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european_guy

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Nvidia and Chinese suppliers win more opportunities from price-fasting-rising GPU

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Nvidia’s China-exclusive A800 and H800 chips are being offered at prices 40% more than the original manufacturer suggested retail price (MSRP) and are in short supply.


The NVIDIA A800 is priced at around RMB252,000 ($36,500), reported JW Insights quoting a report from tech news outlet wccftech on May 22.

The cost of Nvidia’s A100 has risen from the original RMB60,000 ($8,486.08) to RMB125,000 ($17,679.34) in the Chinese market, reported JW Insights in early May. Some new orders may not be fulfilled until December, with a wait time of over six months.
 
BoraTas

BoraTas

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King ZhaoXiang said:
China is a software HyperPower !!

Completely outclass the everyone including US !!
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King ZhaoXiang said:
One very important thing to note is that China can easily develop its own industrial engineering software such as CAD, CAE.

I am currently using CATIA and ABAQUS, these software should be just as easy as EDA. If China can master EDA this fast, developing its own CAD and CAE software to replace CATIA, NX, ANSYS and ABAQUS should be cake walk !!

:cool:
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King ZhaoXiang said:
That is complete BS !!

If software is easy how come india with billions of software technicians can not even develop the most simple software? How come russia with highly skilled software engineers can not develop anything !!?? Only crack and copy software ??

The truth is that only a few countries are good at software, China >>>> US>>>>>>>>>>>>France>>Germany>>>Japan

That's it !! This is the truth !!
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bettydice said:
You're missing a huge difference. China (along with Russia) has the capability to destroy the U.S. with a surprise attack, Japan didn't have the capability to destroy the U.S. other than Pearl Harbor. Therefore "they can justify their aggression with the whole American public in support" and "they want a repeat of WW2" is irrelevant.

"time is on their side" This is a so frequent phrase on this forum and it always leads to the typical "no need", "do nothing", "just wait" attitude. People here think action is the sign of desperation and inaction is the sign of confidence or maturity. People here are all about feeling good about China's advancement. I can't even imagine how much these people will be stubbornly Avoid-any-risk-at-all-cost and in obsession with status quo and stability as China advances when they already are when China is lagging behind. This kind of extreme play safe mode or risk-aversion mode based on optimism could be used against safe China. The U.S. has the choice not to wait for time for China.
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People, stay on topic and please avoid unsubstantiated one-liners or flood-like behavior. These only deteriorate the quality over time. This thread was a sh*tshow in the past. Mods spent a lot of time making it high-quality.
 
tphuang

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KYli said:
Bloomberg talks about how essential American semiconductor exports are to China and China won't be able to sever tie with the US but it also shows how much American semiconductor companies are relying on China for their revenue. If China can successfully decouple, many of these American companies would be doomed.
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View attachment 113348
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What a terribly written article. An article of cope rather than trying to look into reality.
european_guy said:
Nvidia and Chinese suppliers win more opportunities from price-fasting-rising GPU

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Nvidia’s China-exclusive A800 and H800 chips are being offered at prices 40% more than the original manufacturer suggested retail price (MSRP) and are in short supply.


The NVIDIA A800 is priced at around RMB252,000 ($36,500), reported JW Insights quoting a report from tech news outlet wccftech on May 22.

The cost of Nvidia’s A100 has risen from the original RMB60,000 ($8,486.08) to RMB125,000 ($17,679.34) in the Chinese market, reported JW Insights in early May. Some new orders may not be fulfilled until December, with a wait time of over six months.
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This is the problem A100/H100 prices are out of control everywhere due to the rush to get into LLM space. If some of these Chinese data centers can just pull their head out of the sand and use domestic suppliers like Huawei
 
siegecrossbow

siegecrossbow

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tphuang said:
What a terribly written article. An article of cope rather than trying to look into reality.

This is the problem A100/H100 prices are out of control everywhere due to the rush to get into LLM space. If some of these Chinese data centers can just pull their head out of the sand and use domestic suppliers like Huawei
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They won’t until the ban hammer hits.
 
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gelgoog

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KYli said:
Bloomberg talks about how essential American semiconductor exports are to China and China won't be able to sever tie with the US but it also shows how much American semiconductor companies are relying on China for their revenue. If China can successfully decouple, many of these American companies would be doomed.
Click to expand...
BlackWindMnt said:
Dam Qualcomm and Texas instruments better start lobbying fast and hard.
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I cannot see any good reason why Broadcom and Texas Instruments products have not been replaced with Chinese products yet.
 
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