Chinese semiconductor industry

vincent said:

Stop being so sensitive. Just telling you what will happen when products from YMTC and CXMT or products containing them get sold in the US. American companies will sue them for sure no matter they have merits or not

The import ban is another matter. The US government will probably ban them on national security grounds, not IP violation.

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That much is probably true but fwiw, US IP courts tend to be objective-ish since discovery tends to weed out bullshit claims fairly well. Record US imports from China should be indicative of something lol

SleepyStudent said:

That much is probably true but fwiw, US IP courts tend to be objective-ish since discovery tends to weed out bullshit claims fairly well. Record US imports from China should be indicative of something lol

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Off-topic: like Oracle vs Google case in which Oracle argued API’s are copyrighted?

vincent said:

Off-topic: like Oracle vs Google case in which Oracle argued API’s are copyrighted?

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Yes-ish (?) though YMTC/CMXT would probably be more plain vanilla patent/trade secret lawsuits

SleepyStudent said:

Yes-ish (?) though YMTC/CMXT would probably be more plain vanilla patent/trade secret lawsuits

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Regardles of IP/patents or no IP/patents, the fact it will take a long, long time for YMTC/CMXT to fulfill the needs of China alone.

By the time they have excess production to start thinking about exporting elsewhere, the whole game will have changed.

I don't expect the Chinese market to be saturated to that point for at least another 5 years.

During those 5 years IP/patents will be meaningless.

ansy1968 said:

@Hendrik_2000 bro that factory is owned by Foxconn? after browsing the Pakistan Defense Forum I see this.

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• This marks Foxconn’s latest semiconductor project in China after other chip-related development initiatives in Nanjing, Jinan and Zhuhai
• The Qingdao semiconductor packaging and testing plant will focus on chips used on 5G and AI-based hardware products

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foxconn is just an assembling company that has little technology in chips. This plant is just for packaging and testing.

jfcarli said:

Regardles of IP/patents or no IP/patents, the fact it will take a long, long time for YMTC/CMXT to fulfill the needs of China alone.

By the time they have excess production to start thinking about exporting elsewhere, the whole game will have changed.

I don't expect the Chinese market to be saturated to that point for at least another 5 years.

During those 5 years IP/patents will be meaningless.

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How much of the Chinese market demand for ram chips is for exporting after the ram chips have been placed inside a computer or smartphone?

vincent said:

Just telling you what will happen when products from YMTC and CXMT or products containing them get sold in the US. American companies will sue them for sure no matter they have merits or not

The import ban is another matter. The US government will probably ban them on national security grounds, not IP violation.

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TBH, I find it hard to believe that the US government will allow chinese semiconductors, specially chips, to be sold in the US. But i dont think that should be a concern to the chinese in the near term. They first have to conquer their national market.

Tyler said:

How much of the Chinese market demand for ram chips is for exporting after the ram chips have been placed inside a computer or smartphone?

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I am sorry, but I have no figures. I just used common sense. China uses a lot of imported NAND and DRAM chips. It will not be overnight that local production will replace those imports.

At least the Chinese brands like Xiami, OPPO, Vivo, Huawei, Lenovo, etc... can use Chinee NAND and RAM. Of coourse, the likes of Apple, Dell, etc... can choose not to use Chinese. But, it will also depend on price. If Chinese memory producers can manufacture at a cheaper price, than, and only than, China will have products that people outside China will be willing to use.

Chinese consumption of imported chips is so large, that just to replace them with Chinese chips will take years. During that time, and for domestic usage, I don't think IPT/patents will mean much.

Can someone tell me how to delete a post?

jfcarli said:

At least the Chinese brands like Xiami, OPPO, Vivo, Huawei, Lenovo, etc... can use Chinee NAND and RAM. Of coourse, the likes of Apple, Dell, etc... can choose not to use Chinese. But, it will also depend on price. If Chinese memory producers can manufacture at a cheaper price, than, and only than, China will have products that people outside China will be willing to use.

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Unlikely in the short term since semiconductor manufacturing is a capital intensive industry. Labour cost only play a very small part. Since majority of the equipment are imported, Chinese manufacturers costs are likely higher than foreign competitors (support/volume discount/expertise/defect rate/etc). This is likely the reason so few Chinese private companies are willing to enter the market before.
Thanks to the Trump regime, the risk/reward calculation for Chinese players have changed completely.