Chinese semiconductor industry

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Nutrient

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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.
It doesn't matter whether China's chips will be banned from the US. You are under the illusion that the US market is essential to a Chinese semiconductor manufacturer. You're wrong already, as even today China is consuming over 60% of the world's semiconductors -- and the Chinese economy is growing far faster than the US's. Soon, nearly the entire global market for chips will be in China; if the Chinese chipmakers were banned from the US, they would shrug and not care.

Of course, if the US banned China from selling chips to the American market, then as someone noted China could retaliate by banning US chips from the Chinese market. That would really hurt the US firms, as they would lose 60% (minimum) to 80% (probable) of their market. Having drastically lower revenues would not be good for US chipmakers, as they would fall behind. The US would be like the Soviet Union, losing the race to a stronger economy.


But i dont think that should be a concern to the chinese in the near term. They first have to conquer their national market.
This at least should be true.
 

AndrewS

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It doesn't matter whether China's chips will be banned from the US. You are under the illusion that the US market is essential to a Chinese semiconductor manufacturer. You're wrong already, as even today China is consuming over 60% of the world's semiconductors -- and the Chinese economy is growing far faster than the US's. Soon, nearly the entire global market for chips will be in China; if the Chinese chipmakers were banned from the US, they would shrug and not care.

Of course, if the US banned China from selling chips to the American market, then as someone noted China could retaliate by banning US chips from the Chinese market. That would really hurt the US firms, as they would lose 60% (minimum) to 80% (probable) of their market. Having drastically lower revenues would not be good for US chipmakers, as they would fall behind. The US would be like the Soviet Union, losing the race to a stronger economy.



This at least should be true.

Mostly agree.

In terms of global semiconductor consumption, the last figures I've seen are:

Chinese domestic demand: 20-25% of all semiconductors
Exported from Chinese factories: 35%-40% of all semiconductors

If the US did ban semiconductors exports to China, we'd see a rapid ramp up of 28nm/14nm fabs in the next 2 years, given that domestic Chinese technology is available today for these nodes.

Given that 80% of semiconductor sales can be covered by these nodes, my guess is that China would still retain at least 40% of the global semiconductor flow.

But that figure will grow higher as EUV and other semiconductor technology matures inside China.
 

ansy1968

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Looks like YMTC 128 layers NAND is doing well, so its a manufacturing issue not the product.

from JSCh (Pakistan Defense Forum)

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Asgart's First PCIe 4.0 SSD Released: YingRang Main Control + YMTC 128 Layer Flash Memory Asgart AN4 is equipped with YMTC Xtacking 2.0 architecture, 128-layer stacked 3D TLC flash memory chip, with optional capacities of 512GB, 1TB and 2TB.
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The main control solution is the InnoGrit . IG5236 1TB version has a maximum continuous read speed of 7.5GB/s, and a maximum continuous write speed of 5.5GB/s
 

ansy1968

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Looks like YMTC 128 layers NAND is doing well, so its a manufacturing issue not the product.

from JSCh (Pakistan Defense Forum)

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Asgart's First PCIe 4.0 SSD Released: YingRang Main Control + YMTC 128 Layer Flash Memory Asgart AN4 is equipped with YMTC Xtacking 2.0 architecture, 128-layer stacked 3D TLC flash memory chip, with optional capacities of 512GB, 1TB and 2TB.
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The main control solution is the InnoGrit . IG5236 1TB version has a maximum continuous read speed of 7.5GB/s, and a maximum continuous write speed of 5.5GB/s
@BoraTas Sir I read comments like these below, can you kindly explain to us non technical people what it meant?

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Those are really impressive write speeds
 

BlackWindMnt

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@BoraTas Sir I read comments like these below, can you kindly explain to us non technical people what it meant?

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Those are really impressive write speeds
TLDR the Asgart nvme is fast

This article compares read and write speeds of top of the line nvme ssd:
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The Asgart would be pretty much a top of the line nvme off course we need to have a couple of years real world experience to be sure how good te retention is of those new ssd. I dont want to loose my data if possible.
 

ansy1968

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TLDR the Asgart nvme is fast

This article compares read and write speeds of top of the line nvme ssd:
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The Asgart would be pretty much a top of the line nvme off course we need to have a couple of years real world experience to be sure how good te retention is of those new ssd. I dont want to loose my data if possible.
@BlackWindMnt thanks bro, not a techie person but if you are surprise by its performance then what more if the 192 layers comes on line in 2022 or early 2023, no wonder the US is so concern and may want to sanction it to impede its development.
 

BlackWindMnt

Captain
Registered Member
@BlackWindMnt thanks bro, not a techie person but if you are surprise by its performance then what more if the 192 layers comes on line in 2022 or early 2023, no wonder the US is so concern and may want to sanction it to impede its development.
That reminds me if I'm not mistaken Huawei used YMTC storage modules(64 layers) with their own HiSilicon storage controller in their Mate 40 series of devices. This could be interesting, this week Huawei will reveal their p50 series of devices now I'm wondering if they will use YMTC 128 layer storage modules in those devices.
 
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