Chinese semiconductor industry

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Overbom

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Hope the civilian authority heed those concern cause from what I see, the Chinese are not in a compromising mode and so are the stubborn US leadership.
China is already in war preparation mode.
This new 5 year plan is all about national security. Everything that the CPC has been doing since the year started is mostly about security.

The Americans have still not realised what they have caused the Chinese Gov to do. Bad times are coming for the West and the world in general. Xi and the CPC isn't going to capitulate just for the sake of keeping US hegemony.

Semiconductors is just one aspect of this. Dumb Trump played the IC/Tech IP exports ban card and now China is coming out to dominate the older fields and de-americanising the whole high-tech economy
 

10thman

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Last I heard, the China domestic FPGA scene is fugly. Over 99% of the market is owned by giants like Xilinx and Intel with the local leaders trailing far behind, mostly due to patent portfolios held by those same leaders. Here's a good article describing the ugly situation.

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Quote: "The biggest obstacle to the development of FPGA in China is patent technology. The two companies, Xilinx and Intel, have set up barriers from cell architecture, IP, interconnection and other core technologies. In the past 20 years, the development of domestic FPGA companies has been very difficult to break through, and now they are still in the dilemma of passive innovation and high R & D cost. According to the data of global market insights, it is estimated that by 2022, the FPGA market in the Asia Pacific region will exceed 4 billion US dollars, while foreign manufacturers will account for 99% of the market share. In the background of self-improvement, how to break through has become the biggest challenge for domestic FPGA manufacturers."

Quote: "Compared with nearly 1700 IC design enterprises in the Chinese market, the number of domestic FPGA manufacturers is pitiful. In fact, it is not the low profit of FPGA products, but the insurmountable technical barriers. In order to succeed in FPGA industry, we need to build a complete ecosystem, including FPGA chip, EDA tool, IP library, etc."
No idea, but what about Gowin Semiconductor?
 

ansy1968

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China is already in war preparation mode.
This new 5 year plan is all about national security. Everything that the CPC has been doing since the year started is mostly about security.

The Americans have still not realised what they have caused the Chinese Gov to do. Bad times are coming for the West and the world in general. Xi and the CPC isn't going to capitulate just for the sake of keeping US hegemony.

Semiconductors is just one aspect of this. Dumb Trump played the IC/Tech IP exports ban card and now China is coming out to dominate the older fields and de-americanising the whole high-tech economy
@Overbom bro 2025 is a turning point, if China is able to achieved its goal (EUVL, 70% self sufficiency, 003 carrier and others) conjunct with the start of a Republican Presidency of Trump or of the same ideologue, it will be an interesting time indeed. Cause both side will not compromise as the Chinese had gain strength and the American pride will not allow itself to have a peer competitor. The one to decide the winner is Russia with the fall of the Soviet Union and the associated traumatic, exploitative and hardship it cost them you know they want to exact revenge to a certain country....LOL
 

B.I.B.

Captain
@Overbom bro 2025 is a turning point, if China is able to achieved its goal (EUVL, 70% self sufficiency, 003 carrier and others) conjunct with the start of a Republican Presidency of Trump or of the same ideologue, it will be an interesting time indeed. Cause both side will not compromise as the Chinese had gain strength and the American pride will not allow itself to have a peer competitor. The one to decide the winner is Russia with the fall of the Soviet Union and the associated traumatic, exploitative and hardship it cost them you know they want to exact revenge to a certain country....LOL
Will Putin still be there in 4yrs time?
 

ansy1968

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Will Putin still be there in 4yrs time?
@B.I.B. bro that is a good question, for me Putin is a moderate and from the outside looking in, next in line will be a hardliner anti west either Shoigu or Anton Siluanov (Finance minister). Both of them had serve Russia well especially Siluanov who is able to structure the Russian economy amidst of crippling Western sanction. And bro I digress since we are on the Semiconductor thread, we can discuss this topic further on its appropriate thread. ;)
 

krautmeister

Junior Member
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No idea, but what about Gowin Semiconductor?
My understanding is that GoWin along with Pango are the FPGA leaders in China but who are nonetheless also far behind the technology curve. They are still mostly used for prototyping run of the mill ASICs and simpler circuits with low production runs. On the other hand, Xilinx and Intel FPGAs are used for this as well as leading edge chips like AI chips at the leading process nodes and not just for prototyping either. A good example is the recently announced Kunlun II AI chip which uses FPGA chips from Intel for FPGA acceleration.
 

krautmeister

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@B.I.B. bro that is a good question, for me Putin is a moderate and from the outside looking in, next in line will be a hardliner anti west either Shoigu or Anton Siluanov (Finance minister). Both of them had serve Russia well especially Siluanov who is able to structure the Russian economy amidst of crippling Western sanction. And bro I digress since we are on the Semiconductor thread, we can discuss this topic further on its appropriate thread. ;)
The hard part is knowing where the political aspect ends when what should normally be only technical discussions is constantly and expressly interfered with by non-technical political reasons. Literally, ever technical aspect of semiconductors, aerospace, etc. is being politically influenced by you know who. So, what is a purely technological discussion for industries in countries like Denmark is a clusterf**k political military game for China. There is no avoiding the political dimension here because they are one and the same conversation because certain control freak hegemons can't bear that a different civilization is on their level.
 
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ansy1968

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The cost of a 7nm chip is $233 that of 5nm is $288, with performance difference the cost is acceptable, the reason why 5nm Chips is so desirable and popular. But moving up to 3nm the cost spiral to $400 per chip. I think only Apple can able to afford to purchase this chip cause they can able to charge their product at a premium.


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