Chinese semiconductor industry


quantumlight

Junior Member
Registered Member
Not correct, even if China master all technology in the world right now, it would still need to trade for raw resources.

China only has five years of oil left, without imports its economy would collapse.

That fast breeder is at least 20 years away from commercialization and scaling up... minimum... thats not soon enough to save China if the entire world were to cut if off, fusion is much further away

Of course these are extreme examples, Im sure even in absolute worse case some countries would still trade with China but you get the point

China needs to up the infowar game and its pitch to the world should be that US hegemon tax is going to kill the world by constriction and that a strong counterbalancing China is in the best interest of mankind, that China can offer the world a better deal.

Biden already pitching "America is Back" meanwhile Trump says he is presumptive nominee 2024

Its all an elaborate act, the US inflicting 5th Gen infowar on the world

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localizer

Colonel
Registered Member
the moment US stockpiles enough rare earth it gonna cut China complrtely off and out of all chips
Yea and on that day Taiwan will once again be a proper part of China. It's almost like they're asking for it.

Taipei has been especially quick to respond. Senior U.S. and Taiwanese officials signed a memorandum of understanding in November to promote technological cooperation in seven areas, including semiconductors and fifth-generation wireless, as well as "safe, secure and reliable supply chains."

The traitors will be dealt with accordingly.

I like how they choose TW JP SK Aus as the allies and left out EU.

SK and Jap are gonna get it too if they participate in the Taiwan conflict. NK can help.
 
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WTAN

Junior Member
Registered Member
@WTAN @Oldschool @foofy and @gelgoog

Thanks very much, How stupid of me not realizing the "S" designation stand for Shanghai :mad: @WTAN Seems like your statement about rivalries between Beijing and Shanghai and its affiliated company CETC and SMEE is true. This will accelerate SMIC FAB development as they implement a two way approach.:cool: Maximizing its 14nm and 12nm tech (SN1) which is not cover by the sanction while developing a domestic equivalent(Beijing Phase 1), what I'm worried about is their N+1 and N+2 node it will be again delay for the next 2 years :(
In his latest comments to the Press not long ago, Liang Mong Song said SMIC will press ahead with N+1 mass production in April, regardless of the sanction. (Got to find the article)
Remember that sanctions on SMIC only apply to Chips produced under 10nm.
So the SMIC new 14nm FAB should operate as normal.
Many Semiconductor Analysts say that the 14nm Semiconductor equipment can be used to produce 7nm Chips with just some minimal changes.
So SMIC already has the tools to produce 7nm - 8nm Chips if they really want to.
We will have to wait and see the next move of SMIC.
 

BlackWindMnt

New Member
Registered Member
the moment US stockpiles enough rare earth it gonna cut China complrtely off and out of all chips
Where will the US sell all those chips? Losing the Chinese market before other markets can be grown means less money for R&D for a debt burden companies and nations.. By then China should have some capabilities in sub 10nm and pretty good production capacity in 14nm. That should be good enough for low to medium end devices.

I don't see India becoming the place to sell hundreds of billions of semi conductor chips any time soon, especially if China and Pakistan can keep the pressure up so India has too over spends on military. The other markets are already saturated by US connected design, only thing that will happen is that their bottom line will shrink and so their R&D base.

Then the question is can the US produce a big enough next generation of Semi conductor designers domestically, given their 350 million population vs Chinas 1400 million. Because if the talent pool isn't replenished generational knowledge will erode away. Kind of like the US hasn't really made any big infrastructure project the last couple of decades that I know of. Can the US still do it?
 

daifo

Junior Member
Registered Member
Could not read the article.

Too little, too late.

It takes time to do all that. Kennedy said that the Americans were going to land on the moon. By the time they did that, he had already perished.

Try
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"Taiwan Semiconductor Manufacturing Co., the world's top chip foundry,
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to build a fabrication facility in Arizona that is likely to become a symbol of this bilateral relationship. The chipmaker will invest $12 billion in the plant, which will produce semiconductors for the military and is slated to come online in 2024."

This might be a benefit for China as there might be 1 less reason for the US to try to defend taiwan from a Chinese take over.
 

horse

Junior Member
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Try
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Thanks.

Looks like one of those Nothing-Burgers.

They want a strategy. They do not mention who is going to invest the money.

Is the private company, are they all going to invest to build this American centric supply chain and maintain its commercial viability?

Or is the government going to do it? I think US government should do it. After all, they printing all the money to make it happen.

:)
 
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