Chinese semiconductor industry

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PikeCowboy

Junior Member
localizer said:
Just break it up and let new investor buy up the employees under new management.
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you guys should try to appreciate that the success of an organization is closely tied to its structure, and its culture. A successful organization isnt just a collection of capable individuals. The vast majority of companies are not successful... dissolving hi-sense, you might as well as just kill it...
 
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Weaasel

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hullopilllw said:
In 2025, the US State Dept : To further promote free market trade and good will, hereby the following lists of 500 Chinese companies will be removed from the Entity List and we expect them to resume shortly the import of semiconductors equipments and related materials. Failure to do so would mean failure on part of the Chinese Communist regime to comply with fair trade principal and will be met with more punitive sanctions. The Chinese should stop unfair trade policy that put great American semiconductors companies at disadvantage.
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The Opium War... China does not want and no longer needs your stuff, but if you do not buy it you will...
 
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AndrewS

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hullopilllw said:
Desperate times call for desperate measures.
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China can manage the Coronavirus, whilst it looks like the USA can't.
That will impact the next 1-2years.

And the US sanctions have been placed on a widespread swathe of Chinese technology companies, but not going to put any of these companies out of business. But it has provided the impetus for a complete removal of US technology in China and in many other countries. Although this will take some time, it is almost certainly going to happen.

So I would say the situation is very severe for China, but not desperate.
Even Huawei isn't going to go bankrupt.
The worse case is that Huawei shrinks for a few years, before it starts growing again without relying on any US technology.
 
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Weaasel

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AndrewS said:
China can manage the Coronavirus, whilst it looks like the USA can't.
That will impact the next 1-2years.

And the US sanctions have been placed on a widespread swathe of Chinese technology companies, but not going to put any of these companies out of business. But it has provided the impetus for a complete removal of US technology in China and in many other countries. Although this will take some time, it is almost certainly going to happen.

So I would say the situation is very severe for China, but not desperate.
Even Huawei isn't going to go bankrupt.
The worse case is that Huawei shrinks for a few years, before it starts growing again without relying on any US technology.
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If China did not have nukes, they would order China to buy what technology that the United States decides that China should by. Make no mistake, Hawks in the United States when and if in power, would definitely consider that a likely option if China did not have a way of greatly hurting the United States militarily in retaliation for an attack by the US.
 
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PikeCowboy

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With the
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from the US Commerce Department that now affect not only Huawei but some of its suppliers like TSMC, people are wondering if this would delay the production of Huawei's upcoming 5nm Kirin 1020 flagship SoC.

Well, the initial information said that the sanction affects only future orders and not those already placed by Huawei, which means that 5nm and 7nm SoCs will go through. But the most recent report points at 5nm and 12nm orders because TSMC's 7nm capacity is already full. The 5nm wafers are just 50% full, which in turn means that the Kirin 1020 SoC is on schedule to be produced for the Mate 40 launch. But the Kirin 980 and 990 future is kind of vague as they are based on the 7nm node, whereas the 12nm orders are for the 5G base stations.

There's still some time for Huawei to act and place other orders before the ban takes place in September.

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If the above is true and the 5G base stations are in 12nm node like the 710A then SMIC should also be able to make these in their 14nm node
 
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Canuck place

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PikeCowboy said:
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With the
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from the US Commerce Department that now affect not only Huawei but some of its suppliers like TSMC, people are wondering if this would delay the production of Huawei's upcoming 5nm Kirin 1020 flagship SoC.

Well, the initial information said that the sanction affects only future orders and not those already placed by Huawei, which means that 5nm and 7nm SoCs will go through. But the most recent report points at 5nm and 12nm orders because TSMC's 7nm capacity is already full. The 5nm wafers are just 50% full, which in turn means that the Kirin 1020 SoC is on schedule to be produced for the Mate 40 launch. But the Kirin 980 and 990 future is kind of vague as they are based on the 7nm node, whereas the 12nm orders are for the 5G base stations.

There's still some time for Huawei to act and place other orders before the ban takes place in September.

==================

If the above is true and the 5G base stations are in 12nm node like the 710A then SMIC should also be able to make these in their 14nm node
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I'm a bit confused by that article. I thought the US banned using US equipment to make any chips unless production has started. They gave 120 days because if takes 120 days to make a chip.

So unless Huawei has already put in orders, it likey won't be accepted by TSMC. Thus not sure if the 5nm Kirin 1020 will be made? I'm wondering if I have understood it wrong. Hopefully I'm wrong, then that's great for Huawei.

There was a report a few months ago that Huawei gave up some space on the 5nm fab which was taken by Apple.

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Wondering if Huawei should have kept it
 
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KYli

Brigadier
Canuck place said:
I'm a bit confused by that article. I thought the US banned using US equipment to make any chips unless production has started. They gave 120 days because if takes 120 days to make a chip.

So unless Huawei has already put in orders, it likey won't be accepted by TSMC. Thus not sure if the 5nm Kirin 1020 will be made? I'm wondering if I have understood it wrong. Hopefully I'm wrong, then that's great for Huawei.

There was a report a few months ago that Huawei gave up some space on the 5nm fab which was taken by Apple.

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Wondering if Huawei should have kept it
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Huawei placed the order a week before the new sanction. It is known that the new restriction would be enacted in May as many articles have reported.
 
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Canuck place

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KYli said:
Huawei placed the order a week before the new sanction. It is known that the new restriction would be enacted in May as many articles have reported.
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I hope that's the case. There was an article that questioned whether the last order could be accepted since it requires production to already have been started by mid May but just putting in the order doesn't guarantee that production started. I don't think anyone will actually know the true situation for now.
 
SPOOPYSKELETON

SPOOPYSKELETON

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Foxconn bails out Huawei by exploiting a loophole.

In all, Huawei seems to have a way around the U.S. latest ban. Besides TSMC, another major chip maker is Foxconn (another Taiwanese company)
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to take Huawei’s orders. Recall that after the ban last year, Foxconn canceled all Huawei’s orders. However, Foxconn’s founder, Guo Taiming, has now said that the company is open to cooperate with Huawei and other Chinese companies. If TSMC does not take Huawei’s orders and Foxconn does, the U.S. new laws will be technically ineffective
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There are a few errors in the article that make me suspect that this is being too optimistic. Nevertheless, this is interesting news. Did America just blink (again) ?
 
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