Chinese semiconductor industry

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staplez

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Seagate has corporate headquarters in Ireland. It is just that it is basically used for tax evasion purposes. The real operational headquarters is in California.
Hmm... maybe I didn't explain it well. So imagine if Seagate sold parts to Jack's HDD emporium. Then Jack builds the HDD and calls it Jack's HDD. This Jack's HDD isn't an American product anymore thus cannot be affected by the ban. What Seagate did was they built the HDD in China, but under the seagate brand as a Chinese subsidiary, thus was subject to the ban.
 

FairAndUnbiased

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TSMC foundry price exposure: 3nm offers $19,865 per wafer this year​


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View attachment 114171


Apart from the prices (28nm is 2.891$ per wafer), it is to note that it took 10 years, from 2004 to 2014, to go from 90 to 20nm, but only 4 years from 20nm down to 7nm. IMHO once the 28/20nm node will be localized (including lithography), it will be a matter of a couple of years to go down to 7nm.
90 nm to 20 nm introduced a ton of new foundational technologies like metal gate, high k dielectric, strain engineering, ArF lithography, etc that actually benefitted all nodes, not just die shrinks. But 20 nm to 7 nm only introduces FinFET and maybe DUV.
 

luminary

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I think Jensen complained so much recently, because he is really concerned about mainland competition. Nvidia is getting less of its revenue from China than many other fabless, so he must be hearing that a lot of projects are going local
Early April, Morris Chang flew in unannounced to NVIDIA's Santa Clara HQ to talk to Jensen Huang in person. They had a private 1-on-1 dinner together, which was closed off to the senior directors and VPs.

Multiple Taiwanese CEOs also privately visited Jensen later that week, under the guise of preparing for Computex event. I'm told this was a bit unusual for the event itself. Note that this was before the NVIDIA stock rise and the company was not publicly doing well then.

It's possible what Jensen's now saying about China are words relayed to him from other people. He's American and so is capable of saying certain things a Taiwanese CEO cannot.
 

antiterror13

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Early April, Morris Chang flew in unannounced to NVIDIA's Santa Clara HQ to talk to Jensen Huang in person. They had a private 1-on-1 dinner together, which was closed off to the senior directors and VPs.

Multiple Taiwanese CEOs also privately visited Jensen later that week, under the guise of preparing for Computex event. I'm told this was a bit unusual for the event itself. Note that this was before the NVIDIA stock rise and the company was not publicly doing well then.

It's possible what Jensen's now saying about China are words relayed to him from other people. He's American and so is capable of saying certain things a Taiwanese CEO cannot.

Saying about China of what?
 

ansy1968

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Saying about China of what?
Sir my interpretation, when will your EUVL be available, can we used it?;) From info we gathered 2025 is the date of its introduction either powered by LPP or SSMB, that's 2 years away. TSMC if offer an alternative will surely established a new FAB in China, this is where her future lies because relying on a single customer (Apple) is not ideal.
 

antiterror13

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Sir my interpretation, when will your EUVL be available, can we used it?;) From info we gathered 2025 is the date of its introduction either powered by LPP or SSMB, that's 2 years away. TSMC if offer an alternative will surely established a new FAB in China, this is where her future lies because relying on a single customer (Apple) is not ideal.

Yeahh, but what it has got anything to do with Jensen (nVidia) ?

2025 is surely probable (but a bit unlikely though) for China's first EUV. I am hoping with SSMB

I think 2025 is the year when it would be successful in lab, but not commercial, it would take another 2 years to commercial it, which is 2027
 

tphuang

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Good for Loongson. partnering up with Gansu Qingyang, which is one of the 8 clusters of the 东数西算
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Should give them good number of orders
And maybe this opens the door for other data centers to use Loongson chips. Although, I think the greatest help is if HW partners up with them since HW is somewhat at a dead end in ARM design without access to 9.0
 

tokenanalyst

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Yangjie Technology signed a strategic cooperation agreement with Southeast University


Recently, Southeast University ushered in the 121st anniversary of its founding. In the afternoon, the unveiling ceremony of the School of Integrated Circuits of Southeast University was held in Nanjing. At the unveiling ceremony, the joint construction and cooperation agreement of "Southeast University-Yangjie Technology Wide Bandgap Power Device Technology Joint R&D Center" was officially signed.
It is reported that in line with the principle of "complementary advantages, in-depth cooperation, and accelerated development", Southeast University and Yangjie Technology decided to jointly build the "Southeast University-Yangjie Technology Joint Research and Development Center for Wide Bandgap Power Device Technology", in the field of power semiconductors (especially It is the field of wide bandgap power devices) to carry out in-depth cooperation to develop world-class power semiconductor chips with independent intellectual property rights that meet market and application requirements, including development strategy research, silicon-based power device design, wide bandgap power device The development of design and other projects will accelerate the industrialization of research results such as power semiconductor chip design and application.

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tokenanalyst

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Silan Micro: The application for an additional fundraising of 6.5 billion yuan was approved by the China Securities Regulatory Commission


An evening announcement was issued on June 7 stating that its application for issuing A shares to specific targets in 2022 was approved by the China Securities Regulatory Commission.
It is reported that Silan Microelectronics announced in October last year that it plans to raise a total of no more than 6.5 billion yuan through non-public issuance of A shares. Power device production line construction project, automotive semiconductor packaging project (phase I) and supplementary working capital.
According to the announcement, the funds raised from this non-public offering are intended to be mainly used to invest in the construction of the "production line project with an annual output of 360,000 pieces of 12-inch chips", the "SiC power device production line construction project" and the "automotive semiconductor packaging project (Phase I)". Among them, the "360,000 12-inch chip production line project per year" will form a 12-inch power chip production line with an annual output of 360,000 pieces, which will be used to produce FS-IGBT, T-DPMOSFET, and SGT-MOSFET power chip products; "SiC After the "power device production line construction project" reaches production capacity, an annual production capacity of 144,000 SiC-MOSFET/SBD power semiconductor device chips will be added; after the "automotive semiconductor packaging project (Phase I)" is completed, an annual production capacity of 7.2 million pieces of automotive grade will be realized Added capacity for power modules.

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Strangelove

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"Expect long shifts fueled by a passion".... LOL


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TSMC Exec Says Workers Unwilling to Take Shifts Should Not Enter Chipmaking Industry​


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published about 23 hours ago

Expect long shifts fueled by a passion for semiconductors or try a different industry, says TSMC exec Mark Liu

TSMC Chairman Mark Liu

(Image credit: TSMC)


TSMC’s uncompromising attitude toward employment has resulted in a crop of unfavorable reviews on sites such as Glassdoor in the U.S. TSMC's U.S. operations have a paltry 27% approval rating on the anonymous employer review site, according to a report by
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. This is pretty dismal compared to firms such as Intel — which has an 85% approval rating.

TSMC chairman Mark Liu responded to the startling contrast in approval ratings in an interview with local Taiwanese press by suggesting people who aren't passionate about semiconductors and prepared to work long shifts shouldn't look for a career in the industry. Liu also said that TSMC's U.S. employees were not expected conform to the same work culture as its Taiwanese employees, according to a report by
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.

Regardless, disgruntled U.S.-based TSMC employees have anonymously shared scathing reviews of the company's work culture on Glassdoor. Nearly 100 reviews for TSMC in the U.S. have been published on the site, and common complaints mention:
  • Heavy workloads
  • Poor training
  • Long hours
  • High expectations from bosses / supervisors
  • Limited breaks
  • Work-life balance issues
  • ‘Military style’ controlling atmosphere
  • Stress
Some of the most concerning comments highlighted in the Fortune report included complaints about the "brutal" corporate culture, about 12-hour days being standard practice, and about employees sleeping in the office for a month.

The average review of TSMC North America (not specifically Arizona) on Glassdoor appears to have improved since the Fortune report dropped. At the time of writing the company’s overall approval rating on the site is
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— which still isn't great compared to Intel.

TSMC Executive Comments​

In response to the report, chairman Mark Liu said, "Those who are unwilling to take shifts should not enter the industry, since this field isn't just about lucrative wages but rather a passion for [the semiconductor industry]."

Liu also suggested that U.S. employees had it relatively easy compared to Taiwanese employees, but said work culture was open to discussion so long as TSMC's core company values were adhered to.

TSMC has plans for two wafer fabs in Arizona, which will output chips
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and 4nm process nodes. The first plant is scheduled to start mass production in 2024, while the second will come up to speed in 2026.

TSMC has already
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due to its requiring a six- to 12-month training period in Taiwan, but perhaps its corporate culture is also to blame. A recent report of criminal behavior disturbing residents of the
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will also be of concern to potential recruits.
 
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