Chinese semiconductor thread II

tphuang

tphuang

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https://twitter.com/i/web/status/1981803207593533840

The first in my series of many tech breakthroughs that China has made in the past year allowing them to now retaliate against US export controls without fear of taking too much damage on the receiving end.

Keep in mind that these are things that Chinese firms have already publicized and have the entire processed controlled domestically.

This first one is on analog to digital converters (ADC chips) and this is the building block for many items to be discussed later, but obviously 6G, satcom and AESA radar are among the most obvious applications.
 
zbb

zbb

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gelgoog said:
I think Wingtech should sue separately in Malaysia, Germany, and the UK to get those fabs as well. It might be futile but it is worth a shot.
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tphuang said:
I doubt the European ones would be possible, especially UK. But Malaysia might work out.
Click to expand...
If China wants to, they can try to work out a deal of returning Nexperia's German fab to WingTech in exchange for resumption of supplies to German automakers. However, China probably doesn't care about re-acquiring the old German fab anymore when it can just be seized again whenever the Europeans feel like it.

The fact that the German FM just cancelled his trip to China because no one in China will meet with him suggests that China is just going for inflicting maximum pain at this point.

Miscellaneous News

https://www.theage.com.au/politics/federal/here-for-the-long-term-us-seeks-to-entrench-presence-in-australia-under-aukus-20251023-p5n4rg.html ... German FM will allegedly make a visit to China. https://v.douyin.com/vP7VI2n-ewU/
www.sinodefenceforum.com
 
I

iewgnem

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zbb said:
If China wants to, they can try to work out a deal of returning Nexperia's German fab to WingTech in exchange for resumption of supplies to German automakers. However, China probably doesn't care about re-acquiring the old German fab anymore when it can just be seized again whenever the Europeans feel like it.

The fact that the German FM just cancelled his trip to China because no one in China will meet with him suggests that China is just going for inflicting maximum pain at this point.

Miscellaneous News

https://www.theage.com.au/politics/federal/here-for-the-long-term-us-seeks-to-entrench-presence-in-australia-under-aukus-20251023-p5n4rg.html ... German FM will allegedly make a visit to China. https://v.douyin.com/vP7VI2n-ewU/
www.sinodefenceforum.com
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IMO most likely outcome is this:
- Dutch goverment agree to pay Wingtech for Nexperia Europe shares they stole, thereby they get to retain control of Nexperia Europe
- Nexperia China becomes (remain) independ entity, China relax export ban on Nexperia China, thereby solving automaker problems
- Netherland will spend 2 to 6 month discovering its not easy to build packaging plant with billion chip output, after which, being unable to keep Nexperia Europe operating without sales, they will attempts to sell their German and UK fabs to another semi company
- Only Chinese semi will bid or nobody bids, in either case they wont be able to sell them
- Nexperia Europe closes, German and UK fab shutdown, Nexperia China only survivor. China basically take over 100% Nexperia without European fabs.
- Netherland end up paying Wingtech to get rid of Nexperia Europe.

It might seem far fetched for Dutch to pay Wingtech just to lose everything, but thats only if they knew Chinese packaging plants are critical and not someting they can afford to spin up in a short time. If they knew rhis they wouldnt have started the whole fiasco to begin with.
 
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iewgnem

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gelgoog said:
Nexperia also have a packaging plant in Malaysia. It is just much lower volume.
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Chips comes in many package and they're not interchangable, e.g. you can't just replace a TOLL8 MOSFET with a TO252 package even if they're the same chip, it literally wont fit on the PCB not to mention thermal considerations.

Circuits also need every chip to be present to work, miss a single 5 cent zener diode and your entire board can go up in smokes as high voltage propagate to every corner of your circuit.

So its not about pure volume percentages, its about part number completness, Malaysia can make up 20% of Nexperia packaging, but if they dont make another part thats required for a board, they might as well make 0%
 
T

tokenanalyst

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Goodix Technology's Q3 net profit surged 87.95% year-on-year, driven by significant market success from new product launches.​

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