Chinese semiconductor industry

dfrtyhgj said:

I thought Huawei was going to move the US office to Canada?

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ansy1968 said:

@dfrtyhgj yeah bro a lot of unanswered question, hope some of our Canadian members share some light on this development. I think with the US ban, Huawei had decided to cut its losses in the North American market.

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B.I.B. said:

That reminds me, I wonder if they will ban all EV's that utilize Huawei software/electronics?

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ansy1968 said:

@B.I.B. bro Huawei is the first others will follow and it is the reason why CATL and BYD don't want to build a battery plant in the US. The approved US infrastructure bill had provision to restrict Chinese company and why bother when you know you're not welcome.

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Team Blue said:

I think the key is that it is an infrastructure bill. I think they don't want them monitoring the traffic going over the infrastructure. Personal electronic devices I don't think have the same ban. The electronics in EV I think would classify as personal electronics and shouldn't be banned. Though I think the bill creates a distrust in the company in general and they will be hard pressed to get into the market.

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ansy1968 said:

@horse bro is this true, from what I read in the Western MSM it was Canada who denied Huawei?

Huawei withdraws from Canada and refuses to authorize 5G patents!More than 4,500 job cuts and will dissolve the Canadian branch​

2021-12-02 08:12 HKT

Huawei no longer forbears!
It is reported that Huawei recently announced that it will dissolve its Canadian branch, lay off more than 4,500 employees, refuse to authorize 5G patents to Canada, abandon the Canadian market, and withdraw Huawei technical personnel.

What does this mean for Canada?

As a member of 5G standard customization, Huawei occupies one of the four basic short codes; according to the latest 5G patent report released by German patent data company IPlytics:

As of April 2019, the number of 5G communication system SEPs applied by Chinese companies accounted for 34% of the world, ranking first in the world. Among them, Huawei owns 15% of SEPs and is the world's leading 5G patent.

SEP here refers to standard key patents, and companies with SEPs can charge patent fees, and key patents can build 5G base stations, mobile phones and other equipment at a lower cost;
This also makes the domestic deployment of the Internet of Things relatively faster, and the number of domestic 5G base stations has been increasing, and the popularity of 5G networks can be more flexibly matched and constructed from main base stations to small base stations.

If Huawei abandons the Canadian market and refuses to authorize key patents, it means that if Canada wants to develop 5G communication technology, it can only find other technologies to replace and bypass all of Huawei's communication patent technologies. This means that Canada's 5G popularization construction will be delayed, because Even if Huawei's base stations are not used, other brands of base stations contain Huawei's patent licenses. This makes the equipment of these communications companies must be redesigned and produced. However, it is not easy to bypass the key technology. This is the power of the core technology.

In addition, we still have to distinguish the understanding of the refusal of authorization. Unlike the self-interest-based approach in the United States, Huawei will be forced to go this way in the end: ask which father in the world can bear to bully his children. Of people provide high-quality technical services...
Huawei ranked first, and the following rankings are: Nokia, Samsung, LG, ZTE, Qualcomm, Ericsson, Intel, China Telecom Science and Technology Research Institute, Sharp...
Thanks to the centimeter wave solution advocated by Huawei is more suitable for popularization than Qualcomm's centimeter wave solution, it has more initiative in key patents;

It is understood that Huawei currently has 50,300 authorized patents worldwide. According to data previously published by the World Intellectual Property Organization, among the international applicants who submitted the Patent Cooperation Treaty in 2015, Huawei ranked first in the world with 3898 open applications...
Huawei is only a private technology company. As a communications equipment service provider, the development of technology research and development was originally an ordinary enterprise development model, but because it has mastered the new generation of 5G communications technology ahead of the United States, it was maliciously pulled into the "blacklist". This is "a matter of course" for Western countries that have always advocated freedom and fairness as their slogans, because they have a double standard-everything is based on their own interests as the starting point;
Obviously Canada is a puppet. The United States behind the scenes wants to "gobble up" Huawei by "copying Alstom against France", but this time it finds the wrong opponent, because Huawei will not easily admit defeat!

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tokenanalyst said:

Huawei publishes "chip package components" patent​

After the U.S. sanctions on its sanctions came into effect, Huawei, which was almost directly facing the situation of "no core available", began a series of "self-rescue" programs. International Electronic Business Information learned on the 29th that Huawei Technologies Co., Ltd. has recently disclosed the progress of a number of patent information, including a patent with the publication number CN113707623A that has attracted attention...

With the continuous development of electronic equipment in the direction of lighter, thinner, shorter and smaller, the integration of chip packaging components in electronic equipment is getting higher and higher. The industry has gradually given birth to high-density integrated embedded packaging that embeds chips in substrates or packages. Chip packaging components usually have a serious heat dissipation problem, and the heat generated by the chip cannot be effectively dissipated, which causes certain safety hazards. In response to this, in July of this year, Huawei filed a patent application entitled "Chip Packaging Components, Electronic Equipment and Manufacturing Methods of Chip Packaging Components".

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ansy1968 said:

@horse bro is this true, from what I read in the Western MSM it was Canada who denied Huawei?

Huawei withdraws from Canada and refuses to authorize 5G patents!More than 4,500 job cuts and will dissolve the Canadian branch​

2021-12-02 08:12 HKT

Huawei no longer forbears!
It is reported that Huawei recently announced that it will dissolve its Canadian branch, lay off more than 4,500 employees, refuse to authorize 5G patents to Canada, abandon the Canadian market, and withdraw Huawei technical personnel.

What does this mean for Canada?

As a member of 5G standard customization, Huawei occupies one of the four basic short codes; according to the latest 5G patent report released by German patent data company IPlytics:

As of April 2019, the number of 5G communication system SEPs applied by Chinese companies accounted for 34% of the world, ranking first in the world. Among them, Huawei owns 15% of SEPs and is the world's leading 5G patent.

SEP here refers to standard key patents, and companies with SEPs can charge patent fees, and key patents can build 5G base stations, mobile phones and other equipment at a lower cost;
This also makes the domestic deployment of the Internet of Things relatively faster, and the number of domestic 5G base stations has been increasing, and the popularity of 5G networks can be more flexibly matched and constructed from main base stations to small base stations.

If Huawei abandons the Canadian market and refuses to authorize key patents, it means that if Canada wants to develop 5G communication technology, it can only find other technologies to replace and bypass all of Huawei's communication patent technologies. This means that Canada's 5G popularization construction will be delayed, because Even if Huawei's base stations are not used, other brands of base stations contain Huawei's patent licenses. This makes the equipment of these communications companies must be redesigned and produced. However, it is not easy to bypass the key technology. This is the power of the core technology.

In addition, we still have to distinguish the understanding of the refusal of authorization. Unlike the self-interest-based approach in the United States, Huawei will be forced to go this way in the end: ask which father in the world can bear to bully his children. Of people provide high-quality technical services...
Huawei ranked first, and the following rankings are: Nokia, Samsung, LG, ZTE, Qualcomm, Ericsson, Intel, China Telecom Science and Technology Research Institute, Sharp...
Thanks to the centimeter wave solution advocated by Huawei is more suitable for popularization than Qualcomm's centimeter wave solution, it has more initiative in key patents;

It is understood that Huawei currently has 50,300 authorized patents worldwide. According to data previously published by the World Intellectual Property Organization, among the international applicants who submitted the Patent Cooperation Treaty in 2015, Huawei ranked first in the world with 3898 open applications...
Huawei is only a private technology company. As a communications equipment service provider, the development of technology research and development was originally an ordinary enterprise development model, but because it has mastered the new generation of 5G communications technology ahead of the United States, it was maliciously pulled into the "blacklist". This is "a matter of course" for Western countries that have always advocated freedom and fairness as their slogans, because they have a double standard-everything is based on their own interests as the starting point;
Obviously Canada is a puppet. The United States behind the scenes wants to "gobble up" Huawei by "copying Alstom against France", but this time it finds the wrong opponent, because Huawei will not easily admit defeat!

Click to expand...

Xsizor said:

That video by the Canada guy - Asianometry - was pretty shallow and he couldn't stop himself from engaging in the "buh CCP is unconductive of technological progress that comes from individualistic truimph etc". And he says China failed to commercialize and is only limited to prototypes all these years.Considering that US restrictions and confrontation started not so long ago, he is opining that China should have been competing with traditional established lithography providers.

ASML is not just a lithography provider but also a support and service provider. They optimise their equipment and software towards the interest of their client and their needs. TSMC doesn't use ASML the same way Intel uses ASML. The cost of this extended service is also considerable ( one of the reasons why many equate ASML business to Boeing/Airbus ). ASML has created an ecosystem where suppliers provide systems and software that works only with ASML litho machines ( Canon and Nikon, as I understand, do most of this in-house or by leveraging close partnership with other Japanese companies, under the auspices of METI of Japan).

China, prior to 2018, not only faced high technology barrier for entry but also a customer base that was locked into the long term "comfortable" embrace of ASML/Nikon/Canon. The task of providing long term support and services for their products was also another. Where or what is the impetus, prior to the US China confrontation, for semi fabs to pick these Chinese products?

As i understand, the many "shell companies" that came up are merely commercialization attempts of government backed research institutes. China, prior to the events, was only engaged in making sure that they build prototypes and keep updated with the technologies. China has been searching for an impetus and true motivation. One that really forces Chinese companies to seek the "unpolished" Chinese lithography solution so that they may create an ecosystem or network to polish it together.

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Overseaschinese said:

It´s such a shame that Trumpf and Gigaphoton are already in the chinese market, but are not allowed to deliver their best laser to them. China is the second second largest market for Trumpf.
Can someone tell me which laser the ASML EUV machine are in use? Here in this forum I always read Cymer, but the german news media always praise Trumpf and Zeiss for their big achievement in EUV.

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