Chinese semiconductor industry

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gelgoog

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How come US from 10nm, especially IBM who has no experience in 7nm/5nm/3nm can jump into 2nm beating TSMC and Samsung?

IBM has done chip manufacturing research for a long time. They used to manufacture their own chips at their East Fishkill factory in NY state not even a decade ago. That factory was sold by IBM and is now owned by GlobalFoundries so they do not have factories anymore. IBM used to manufacture server (POWER) and mainframe (zSeries) chips at that facility. It is also where they manufactured the Cell processor at 65/45nm for the PlayStation 3 (formerly manufactured by Toshiba in Japan at 90nm).

IBM, Samsung, and AMD (later GlobalFoundries) jointly did process research work at nearby Albany, NY state. They used to cooperate to share costs in chip process research. When IBM corporate sold their fabs they pledged they would continue to fund both the chip design staff and their separate chip manufacturing research staff at Albany.

At Albany is a facility which does university/corporate/government joint research for advanced semiconductor fabrication processes.
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They have small factories with the latest generation tools (including EUV) and do advanced chip research there.

Given IBM's connections with Samsung and GlobalFoundries it is quite likely this technology would be licensed to them rather than TSMC.
Of course, just because they produced a chip doesn't mean the technology is ready for mass production.

This is indeed leading edge research and GAA transistors are being researched all over the industry for use at 3nm or 2nm. But this tells nothing about how manufactureable the whole thing is. The yields might be really low for all we know about this. IBM had more than one occasion in the past where their technologies didn't scale to mass production properly. Given their focus was in low volume, high price, high power chips like high-end server and mainframe that wasn't as relevant for them.
 
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antonius123

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Your data up to March showed Korean yards leading, but my data which included April, showed China leading. Even if China won fewer LNG carriers, it took the lead.

So what?

My statement is still hold true: Korea is still strong in sales & technology, and this year they regain position #1.

Did I say they will keep being no 1 the whole year 2021? LOL. Whats your problem?
 

ansy1968

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SMIC is doing great with a bright future ahead being China's tech champion, but unfortunately within 5 years their position will still remain at 4th place as the US gov't bet big on Intel as they raise fund and subsidies its operation (meaning stealing TSMC 5nm tech).

from onebyone (Pakistan defense forum)

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FILE PHOTO: A logo of Semiconductor Manufacturing International Corporation (SMIC) is seen at China International Semiconductor Expo (IC China 2020) following the coronavirus disease (COVID-19) outbreak in Shanghai



SHANGHAI (Reuters) - China's Semiconductor Manufacturing International Corp (SMIC) said on Friday that demand for chips exceeds supply, and raised its expectations for sales for the first half of the year.

"Our current capacity could not fulfill customer needs, and products in every market segment faced shortages," Zhao Haijun, co-chief executive of SMIC, said in a company earnings call.

SMIC reported sales of $1.1 billion in Q1 2021, a year-on-year increase of 22%, and gross profit reached $250 million, a 7.1% increase.


The company said it expected revenue of $2.4 billion for the first half of the year, which it called "higher than expected."

Shares in the company rose as much as 4.4% in Hong Kong.

Speaking with investors and analysts, Zhao said the company was working to rapidly expand capacity, with some facilities moving ahead of schedule.

He added that demand for internet-of-things related chips, such as WiFi modules and micro-controller units, remained in tight supply across the industry.

Backed in part by state funding, SMIC is a key player in China's efforts to boost its domestic semiconductor manufacturing capabilities.

In March, the company announced it would invest $2.35 billion with the government of Shenzhen to build a new fabrication plant capable of producing 40,000 wafers per month.

Last year, the Trump administration placed sanctions on the company that curbed U.S. equipment makers from supplying it.

In an earnings call, Zhao said these restrictions have created uncertainties for its capacity expansion plans. However, Zhao added, the company remains in communication with relevant governments and has seen "lots of progress.'

(Reporting by Josh Horwitz. Editing by Gerry Doyle)

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China's Semiconductor Manufacturing International Corp (SMIC) said on Friday that demand for chips exceeds supply, and raised its expectations for sales for the first half of the year. "Our current capacity could not fulfill customer needs, and products in every market segment faced shortages,"...
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krautmeister

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The leadership of Taiwan are absolutely clueless. By offloading so much of their near leading edge technology and the main strategic resource they have, they are actually reducing their importance worldwide and eliminating one of the main reasons America would want to "rescue" Taiwan from reunification. Building a single non-leading edge fab in America is 1 thing, but building large numbers of near leading edge fabs in America is another. This will eventually create a huge competitor in the US via brain drain siphoning of TSMC expertise while threatening Taiwan's crown jewel. Tsai is an absolute idiot. Kudos to America's leaders on this coup.
 

voyager1

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The leadership of Taiwan are absolutely clueless. By offloading so much of their near leading edge technology and the main strategic resource they have, they are actually reducing their importance worldwide and eliminating one of the main reasons America would want to "rescue" Taiwan from reunification. Building a single non-leading edge fab in America is 1 thing, but building large numbers of near leading edge fabs in America is another. This will eventually create a huge competitor in the US via brain drain siphoning of TSMC expertise while threatening Taiwan's crown jewel. Tsai is an absolute idiot. Kudos to America's leaders on this coup.
Tsai is an american asset, so job well done for her. She will probably get a raise. Of course this also suits China.

By allowing the "free world" to have a viable chip supplier in the US then Taiwan falls to rock bottom in regards to the importance it has on the world economy.

I am sure that if possible, Xi would happily give away Taiwan's chip industry to the US in exchange to get Taiwan.

This is the sort of Win-Win-Win cooperation where everybody wins, that Xi wants in the world!
 
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daifo

Captain
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So what is the plan? Build 5-3nm cpu in the US and ship it to some factory in Asia for final assembly into a phone/computer or do you think they will try to relocate factories to the Americas?
 

Tyler

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The leadership of Taiwan are absolutely clueless. By offloading so much of their near leading edge technology and the main strategic resource they have, they are actually reducing their importance worldwide and eliminating one of the main reasons America would want to "rescue" Taiwan from reunification. Building a single non-leading edge fab in America is 1 thing, but building large numbers of near leading edge fabs in America is another. This will eventually create a huge competitor in the US via brain drain siphoning of TSMC expertise while threatening Taiwan's crown jewel. Tsai is an absolute idiot. Kudos to America's leaders on this coup.
Taiwan's Tsai actually knows what she is doing. She is helping the US compete against China in semiconductors. China needs to preempt this action by embargoing Taiwan as soon as possible to prevent Chinese technology from going to the adversary. This is important national security issue.
 
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