They should at least show that they can Produce a sample. Like how SMIC made 14nm huawei Kirin chip but had to use foreign machines. I believe they have domestic 28nm capability but I’d like to see a chip made as an example. Otherwise it’s all just talk to me. But that’s my personal opinion, not trying to start a debate or inflame an issue.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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@asta bro TSMC JAPAN FAB will be producing 28nm and 22nm chips, they will received heavy subsidies from the Japanese gov't, that mean they will used either NIKON or CANON DUVL. So one less customer for ASML. TSMC will focus instead on 7nm the money maker, which is why they planned to build 6 FABS in Kaohsiung and increase production of 5nm chips (for cell phone) as the 3nm suffered delay. The completion of the Japan TSMC FAB is slated in 2024, the Kaohsiung at 2024 and Arizona in 2025. Bro do the math, the Chinese will have its owned 28nm domestic line this year and 14nm the next, I'm certain by 2024 a 7nm domestic line will be available to mass produce the 7nm chips. Will there be a glut? Why is TSMC focusing on 7nm instead of investing more on 28nm and older node? My thinking with the Chinese already mastered the core capability to mass produced both the 28nm and 14nm. TSMC may decided to leave that market and focus on the 7nm (the market leader) while they still hold the advantage.
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It looks like the fab in Japan will be losing money. Why is tsmc doing it?
@Tyler bro the way I see it, Those FABS will be paid for by the Japanese and the TSMC will operated it, the strategy is like a modify version of a FRANCHISE system, were you paid for the whole system but instead of you operating it TSMC will and you had gain a certain benefit (national security concern, tech and taxes).
Japan and tsmc will be shocked when they lose money.
antiterror13
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I think TSMC may use DUV machines ex TSMC for Japanese plants
I heard that the automotive industry needs to redesign most of their older chips, so 28~22nm seems like a good node to service the Japanese automotive industry. So they actually can survive the EV transition happening this decade.
The Electric Viking youtube channel made a video about this subject, that a lot of the chip used these day are from the pre mobile phone era. But I haven't done any further research on it, just took his word for it.
@BlackWindMnt bro I'm stupefied that Japan can't FAB and produce 28nm and 22nm chips, I'm really am. They had the means like materials and DUVL. Right now China is more capable (domestic 28nm) and more so in the future (14nm next year).
Its weird indeed, I get why EU, UK and japan didn't have sub 10nm nodes. But not having capabilities for something like 20nm plus nodes was a big surprise. But luckily we have posters over here that explained it with mask, capex and material costs. Learned a lot in this thread and I'm sure I will learn a lot more in the future.
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