Chinese semiconductor industry

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manqiangrexue

manqiangrexue

Brigadier
Alb said:
I was optimistic about SMIC and its development of advanced nodes but looking at the Q4 figures and statements it is clear to me that sub 28nm nanometer is not going anywhere for the time being.
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Yeah, not without lithographs. After that, then they can take right off to 7nm, and apparently 5 and 3 according to Liang.
Alb said:
SMIC will not catch up with Samsung or TSMC any time soon.
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Until they get lithographs.
Alb said:
China's fabless companies are becoming world class so it is important that TSMC and Samsung fab services will be available for them.
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That's called going back to the same stone to trip yourself repeatedly. Actually, this sentence that you said would have made more sense when the tech war started. Now, it doesn't even hold true anymore because China moves so fast that in a few months, it already has no use for these fabs as it can bypass both with its current tech. China has already advanced to challenging the the original source of semiconductor creation, which is ASML lithography. ASML is the final boss; once China master's ASML's tech (or parallel tech), tech war over. Game set match China.
Alb said:
Unfortunately Huawei's smartphone business prospects are very bleak unless there is a change in the US policy.
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For the near term, but much brighter than before in the long term. If you don't produce the heart of your phone, you're just a cobbler of parts. Only when you control the entire supply chain do you become a maker of phones and that is finally where Huawei is headed.

On an easier note, phones aren't even Huawei's main mission; it's a side-quest. Telecom is the heart of Huawei.
Alb said:
Huawei needs 14nm and 7nm Fab services to build its Kirin chipsets. 28nm is not good enough for Kirin. The smartphone chipset business is too competitive. That is a shame as Hisilicon Kirin chips had reached world class level snd this will be lost fir the forseeable future.
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Then foresee farther. If you only see the very near term, then you see like Trump's cabinet. China didn't rise from a maker of bicycles to a maker of stealth fighters, quantum satellites and rockets by seeing only in the very near term.
 
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Alb

New Member
Registered Member
manqiangrexue said:
Yeah, not without lithographs. After that, then they can take right off to 7nm, and apparently 5 and 3 according to Liang.

Until they get lithographs.

That's called going back to the same stone to trip yourself repeatedly.

For the near term, but much brighter than before in the long term. If you don't produce the heart of your phone, you're just a cobbler of parts. Only when you control the entire supply chain do you become a maker of phones and that is finally where Huawei is headed.

On an easier note, phones aren't even Huawei's main mission; it's a side-quest. Telecom is the heart of Huawei.

Then foresee farther. If you only see the very near term, then you see like Trump's cabinet. China didn't rise from a maker of bicycles to a maker of stealth fighters, quantum satellites and rockets by seeing only in the very near term.
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I agree once China catch up with ASML SMIC will leapfrog TSMC and Samsung and even been able to send a man to Mars!
Hope you are happy now
 
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OppositeDay

Senior Member
Registered Member
Alb said:
I was optimistic about SMIC and its development of advanced nodes but looking at the Q4 figures and statements it is clear to me that sub 28nm nanometer is not going anywhere for the time being.
SMIC will not catch up with Samsung or TSMC any time soon.
China's fabless companies are becoming world class so it is important that TSMC and Samsung fab services will be available for them.
Unfortunately Huawei's smartphone business prospects are very bleak unless there is a change in the US policy. Huawei needs 14nm and 7nm Fab services to build its Kirin chipsets. 28nm is not good enough for Kirin. The smartphone chipset business is too competitive. That is a shame as Hisilicon Kirin chips had reached world class level snd this will be lost fir the forseeable future.
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I'm not optimistic about Huawei's phone business either. HiSilicon has also suffered significant setbacks. But China is larger than Huawei. Honor has been spun-off and took a lot of Huawei employees with them. Unisoc/Spreadtrum now has former HiSilicon executives at the helm and is implementing organizational reforms.

It's a common mythological theme across cultures that new life will arise from the body of a fallen giant. Huawei itself and its core telecom infrastructure business will almost certainly survive, some branches might have to be trimmed. But those so trimmed will be seeds of what's coming next.
 
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OppositeDay

Senior Member
Registered Member
manqiangrexue said:
I think you haven't checked over at the Ladakh thread or kept up with how our now banned Indian members typically "debate."

You don't have to ask; this isn't jail. You can just go without the drama.
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Generalizing what one considers 'typical' of a group to all members of that group is a textbook example of racism. It might be justified in some cases (not this case, I don't think), but it's still racism.

Can we all just clam down?
 
ZeEa5KPul

ZeEa5KPul

Colonel
Registered Member
escobar said:
Please, Log in or Register to view URLs content!
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You've been polluting this forum since 2008, so I'd like to ask you a question: Given how far China has come since then, how frustrating is that to you? How does it feel that despite all your ill-wishes, China rises from strength to strength?
OppositeDay said:
Can we all just clam down?
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We'll all calm down once the trolls are banned. Since that doesn't seem to be this site's policy, I'm afraid the "calm" you seek will prove elusive.
 
Hendrik_2000

Hendrik_2000

Lieutenant General
ZeEa5KPul said:
You've been polluting this forum since 2008, so I'd like to ask you a question: Given how far China has come since then, how frustrating is that to you? How does it feel that despite all your ill-wishes, China rises from strength to strength?

We'll all calm down once the trolls are banned. Since that doesn't seem to be this site's policy, I'm afraid the "calm" you seek will prove elusive.
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Not to mention that history is replete with example of China suffer short term pain for long term gain, CNC machine embargo now China is the largest CNC producer, Satellite launch restriction China space industry is blooming with 40 satellite launch last year eclipsing even Russia, AWAC banned yet China produce KJ500 like dumpling, Nasa banned Chinese participation in Space lab yet China will launch their own space lab this year.
Weapon embargo after TAM yet every week we witness new weapon system show up. The example goes on and on
 
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