Chinese semiconductor industry


Michaelsinodef

Junior Member
Registered Member
There's also something people have to remember which is the rise of anti-China hate (mostly US but also other western countries).

So expect more chinese students to return back to China (besides going to foreign unis isn't the only path, and many top students just stay in China).
 

9dashline

Junior Member
Registered Member
I really think you do not understand what I wrote. And/or taking what I said to an extreme. Closing the country is just misunderstanding on your part. It is far from what I am suggesting. China has become strong because it is doing business with everyone.

Now back to what I am saying: When a country bans a Chinese company to intentionally hurt China economically and more importantly to inhibit its technological growth, China has to respond or it will look weak and invite for more of the similar actions. This is *exactly* what happened with Huawei ban. With US orders, New Zealand become the first country to ban Huawei and China did a big nothing which followed by Australia. Again nothing! Then the banning wave went to EU. Many countries were actually on the fence and did not want to ban Huawei at first but then US pressured them. They realized China is doing nothing when they ban Huawei but US would do smt if they were not to ban so they went ahead with the logical choice and banned Huawei (maybe not an officially ban but on the ground Huawei is now banned in France and even in Germany and many other countries). Huawei's handset business died. Other departments are very hard hit, too.

If Chine were to respond to New Zealand and went with a tit for tat respond many countries which were on the fence would probably not banned Huawei. China could have targeted with responses with minimal effect to itself and maximum pain to opposition. Anyhow...

Now, more worryingly, Huawei become just one but many companies banned by USA. These bans will probably expand and taken up by other countries, too.

As I said China is incredibly docile. It is almost mind boggling to me.
Not all bans are equal. US first tried with political bans and it didnt sway enough nations to outright ban Huawei, thats when it resorted to entity list and lower deminimums from 25% to 1% IP and later forced TSMC to stop fabbing for HiSilicon... in this case a tech embargo/ban was more effective than a political ban... this was actually why Trump got Boris to renege on Huawei after UK announced 35% cap, because after TSMC caved to US, the Brits stated it changed their security assessment since 5G gear fabbed by SMIC was unacceptable.

China's weakness here was the lack of domestic state of art chip making supply chain.. and while China is still playing catch up and gaining semiconductor independence, any retaitory ban wouldnt have the same desired effect, since it wasnt the Western companies that relied on critical Chinese tech supply chain or components, so a Chinese politicial ban would have little effect, no where symetrrical, and probably backfire while using up China's cards

China needs to close the tech gap, become more fully self sufficent, then extract revenge by dropping the West cold, dual circulating the heck of out it and trading only with nations for needed raw resources along its BRI network with its digital Yuan..

China seems docile right now like soft panda, but putting the cart before the horse is a losing Jai Hind strategy
 

daifo

Junior Member
Registered Member
80% return home does not tell. whether they are bottom 80% or top 80%. US can make them instantly mulitmillion dollar if they contribute. you just need few percentage of talented in STEM.
US and EU area also throwing money at it. TSMC and Samsung in addition to Intel will built new Fabs in US. They can utlilize labor from Latin American to do the construction. put software develpers from India. this most efficient distribution of work.

At least in the US, foreigners can work in professional fields using the H1B visa, however they will eventually have to apply for a if they want to stay in the US for more than 5 years. However, only 7% of the 140,000 annual employment based greencard can be allocated to one country, so you have a funnel of 10k chinese that can freely stay and not be restricted by visa. While waiting on ones greencard, I believe you are still on h1b which means you have to maintain being employ/sponsor during that entire period. There is currentlly about a 10 year wait for gc, so a Chinese person would have to tip-toe for about 10-15 years before being "free". There is currently more than 100k Chinese waiting.

I think the people that stay in the US range from the very smart that can get high paying jobs at the FANG or just people that can't compete in the Chinese market. People stay or leave for many reasons.
 

pmc

Junior Member
Registered Member
There is separate category Extraordinary talent . mostly Phds with publications gets it. not necessary related with any employment or country. Europe and US has demonstrated that they can install CEO from all over the world to show the attractiveness of upward mobility.
along with free flow of capital across the boundaries as long as countries follow rule based order.
 

Fedupwithlies

Junior Member
Registered Member
There is separate category Extraordinary talent . mostly Phds with publications gets it. not necessary related with any employment or country. Europe and US has demonstrated that they can install CEO from all over the world to show the attractiveness of upward mobility.
along with free flow of capital across the boundaries as long as countries follow rule based order.
That category is s split into several groups and the non employment related group is really high. It's not just "phD with publications" it's like, you've sat on major international awards committees and are members of the top international organizations of your field sort of exclusive.

It's not even close to how easy and attractive you're making things out to be.
 

ansy1968

Major
Registered Member
Well no despair trust in Chinese ingenuity and perseverance. Come on the ban is only 1 or 2 years old this is not a sprint match more like marathon Here is a video that explain the recent situation in China semi. It is devoid of bombast and speculation But Shangha Tianshu Xisin company claim to build 7 nm chip. As important as SoC there are other segment of chip that is even more important such as AI or neural chip

Hello everyone, this is The Developing China. Welcome to our Channel. Today, we will discuss the topic about "China Unveils Its First 7nm Chip!". Seven months after the US government imposed restrictions on SMIC International Corporation, China's largest pure foundry company, the Chinese semiconductor industry began to find a foothold in the new global market reality. Although effectively excluded from the latest semiconductor manufacturing tools needed to catch up with global leaders such as TSMC, But major Chinese chip manufacturers, including SMIC, continue to develop 14-nm and 12-nm process nodes based on FinFET technology, using mature deep ultraviolet lithography toolsets and processes, which constitute most of semiconductor production today. SMIC sees an opportunity to focus on these mature silicon processes, which can increase production and thus have a greater impact on its bottom line. In fact,

Zhao Haijun, co-CEO of the company, once said that based on the positive feedback from customers on its 14nm process capability, SMIC has decided to increase its expenditure by $1.1 billion to $4.3 billion to meet the demand for chips in communication and automotive applications. We expect that by 2022, China will be completely self-reliant in 14nm technology. Elsewhere in China's semiconductor industry, registrations of new homegrown semiconductor companies have tripled since early 2021, potentially creating a healthy domestic market for chip-making services such as SMIC, the South China Morning Post reported.

China's semiconductor industry is largely driven by the government, which is pushing China to become self-sufficient in silicon production that year. This goal has suffered a great setback due to US sanctions restricting US technology exports to Chinese companies, but we believe that Chinese industries still have the ability to produce chipsets based on more mature process nodes. Although cutting-edge processes are used to produce complex silicon needed for high-performance computing and artificial intelligence, the global market demand for chips based on mature silicon processes remains strong. For example, the shortage of semiconductors hindering the automobile industry is mainly due to the lack of mature silicon processing capacity, because many old fabs retired early at the beginning of the epidemic. We believe that about half of the global semiconductor expenditure goes to mature process chips, so with or without government support, China's ability to create a dynamic and healthy semiconductor industry is still a very obvious possibility.


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@Hendrik_2000 bro to add to your post ( I enjoy it very much) here is another YT video supporting Huawei 14nm 3D stacking tech. I'm excited , with explanation from @krautmeister ,@FairAndUnbiased ,@foofy ,@WTAN and @tokenanalyst about what this tech can do, it will revolutionized the Chinese IC and reach partial parity with the established players. As always Huawei lead the way, they are truly the VANGUARD of China Tech development.

A background

Richard Yu, the CEO of Huawei's consumer business, has publicly declared that "Huawei will be back in 2023", which means he has a lot of confidence, perhaps because it will solve its chip manufacturing problems. Huawei has been looking for ways to solve its chip supply problem for more than a year, first through a partnership with Qualcomm and later through its own development of technologies such as dual-core stacking. Despite the agreement, Qualcomm is only allowed to supply 4G chips, and its support is obviously limited in the current global mobile phone market transition to 5G, so Huawei will have to solve the chip technology problems on its own. Huawei's research and development of double core superposition technique can make use of the launch of China has 14 nm, using the existing mature technology to increase the chip performance to close to 7 nm level, more recent news refers to the superposition of huawei adopts double core research and development of new kirin chip can be close to 5 nm in terms of technical performance, highlights its great strength in chip technology research and development.

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ansy1968

Major
Registered Member
It is time for China to ban Coke
Bro No need, it is being overshadowed by Chinese brand drinks like milk tea, tea drinks and others.
, American Pops (too much sugar); American Fast Food (too much fat); American Brand Gas Cars (too much pollutions).
Those American brands and their product had been Sinicized, An example, Kentucky China menu is different from that of the US and much better, Lincoln brand in China had better QC, more tech and design wise more attractive than their US counter part. In the Future they will be exported back to the US under the made in China brand.
 

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