How is the US actually suppose to check where SMIC sends its chips? I keep hearing that Huawei is involved designing chips for other companies, yet obviously no one is "officially" suppose to fab them?
I'm willing to bet they made a deal to supply US carmakers as priority.How is the US actually suppose to check where SMIC sends its chips? I keep hearing that Huawei is involved designing chips for other companies, yet obviously no one is "officially" suppose to fab them?
Well, tsinghua has YMTC, a fab for making nand flash.@Oldschool so it is SMIC thanks for the info, I thought Tsinghua Unigroup had their own FAB.
@Oldschool will that harm China interest? cause most of the equipment is US and of course will be sanction making the takeover useless , how about their employees I think a majority are Taiwanese and may just leave therefore interrupt the production?Well, tsinghua has YMTC, a fab for making nand flash.
To me, China and US in the middle of tech war, life and death. So any assets can be a weapon. Foreign equipment is a weapon , domestic equipmnent is a weapon . That's why current second hand western equipment market is very hot as Chinese companies stockpiling parts and equipments for this war.
I proposed Huawei suing tsmc and get it's Nanjing fab as compensation. Under the current unification of Taiwan by force plan by Xi , taking over TSMC fan is totally doable under current atmosphere
Stockpiling western equipments is the correct startegy now because we don't know smee 28nm performance. It may run into production issue which take times to sort it out.
Wouldn't be good if Huawei has a 14nm converted into 12nm fab from tsmc under it's disposal. It can license smic tech and let ICRD. This would be good fix for short term solution.
Huawei is one taking over the fab. And Huawei already heavily sanctioned, so more sanctions won't change anything. The fab equipment and materials are what Huawei after. Taiwanese workers can offered salary to stay there. ICRD will run that fab for Huawei.@Oldschool will that harm China interest? cause most of the equipment is US and of course will be sanction making the takeover useless , how about their employees I think a majority are Taiwanese and may just leave therefore interrupt the production?
Don't need to.How is the US actually suppose to check where SMIC sends its chips? I keep hearing that Huawei is involved designing chips for other companies, yet obviously no one is "officially" suppose to fab them?
TSMC pretty done in China as it strictly follow US policy. I don't see TSMC move any EUV equipment into China for foundry.@Oldschool , so you think TSMC future in China is bleak? in CCP eyes they had cast their lot with the Americans. So if SMIC had indigenized most of its equipment to make 14nm to 7nm, it may implement an import substitute allowing only 5nm and below to enter China?