He's been steadfast in lowered the expectation throughout.
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Chinese semiconductor industry
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He's been steadfast in lowered the expectation throughout.
He said 20,000 wafers per month 28nm domestic equipment line will be ready in 2022.
Yeah 28nm but he specifically denied others on 14nm in 2022.
This was last September. He got more optimistic tone yesterday.
Is that from smee or cetc?
In an environment where American leaders are sanctioning many China high tech ventures on made up charges of national security, then there is no such thing as the free market in such a situation. I never suggested anything about subsidies or tariffs, I actually think China must maintain free markets as much as possible to fight and prevent American strategy, which is to "decouple" China.
The bottom line is, when you have already dominant companies with better and more complete features than your own offerings, you cannot compete and will be perpetually left behind the technology and adoption curve until some sort of protection is granted to such weaker companies. China is in this situation and allowing already sanctioned EDA tools only allowing China access to >14nm processes is a recipe for technological obsolescence. I am not recommending tariffs or whatever, I am just recommending that these dominant companies not be given more advantages than they already enjoy. When you make all the computer science departments learn a tool that makes sure only trailing edge processes can be sold to China companies, you're starting from a disadvantaged position. Training your students to be experts in such tools makes them prefer those tools. It doesn't matter if they can eventually switch, many will still prefer them, many will go on to become managers, and if they prefer them, alot of them will keep using them. This is basic Human Nature. This is why China is full of foreign industrial products and software long after their own domestic industries have either caught up or almost caught up with pricing under half that of the imported products.
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This isn't true. No controls on EDA except for CBRN uses and Entity List
Maybe it refers to Cotton/McCaul plans to ban EDA to China.
What do you think the entity list is besides a market discrimination list? The biggest member of the entity list is Huawei and everybody knows Huawei is sanctioned and needs US government permission given to vendors before those items can be sold to them. How is that going for Huawei?
Besides the entity list, there is legislation proposing ALL China companies be banned from buying ANY semiconductors with processes <=14nm designed by American EDA companies. The American government wants China to agree to rules and regulations that put them at a permanent disadvantage vis-a-vis America and their chosen favorites. Does anybody think China will ever agree to such an agreement like Japan did? It's not going to happen, and this legislation or something similar to it is coming, it's only a matter of time.
Exactly, but it's not a sales ban of EDA to China, it's a proposed worldwide sales ban to China of all <=14nm semiconductors designed with American EDA. This is NOT free market this or that that some people are talking about when referring to efficient software development. This is the primary reason this forum thread exists, which is discussing semiconductor equipment development primarily to circumvent American attempts to destroy this industry within China.
Even if that plan falls by the wayside, there will be others that follow because the rubicon has been crossed with China. If SMEE begins the 14nm trials at the end of the year, the legislation will probably be lowered from <=14nm to something like 7-12nm, and once SMEE or CETC equipment can master those process nodes, the ban will be lowered again, to like <=5nm and so on. This is the mojo of the US and has been going on for decades with various technologies....CNC, rockets, AWACs, GNSS, optics, you name it.
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