But those products also contain US and EU companies chips, is not like banning steel or solar panels.
Compared to more advanced chips mature chips cost cents.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Compared to more advanced chips mature chips cost cents.
They will force the products to use only non Chinese chips.
Easier to say than done, even the US military have trouble sourcing chips and much more a complex supply chain when those chips are basically rebranded every second all over the world. I think is almost impossible and even in the case of tariff, these chips cost cents compared to the cost redesigning entire production lines.
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But the reality most of China IC manufacturing capacity consumption for the time being will be more internally and by companies like Huawei and other private and state companies who think that their products are susceptible to US export controls or outright bans, companies for example like Rigol, they are making a lot of costum IC designs. They changed Analog Devices ADC to their own design. Cheap manufacturing capacity in China allows them to do that.
Chinese semiconductor industry
Build a skyscraper in a year and they’ll demand it be built in 6 months. And if you build it that way they will accused you of copying, stealing their IP and of course the yield is miserable, Cause it's impossible for the Chinese to innovate without them....lol
www.sinodefenceforum.com
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So self-imposing a chip shortage that's 10x worse and lasting 10x longer?
Runjing Technology acquires two Chinese factories of Sumitomo Chemical! Improving the competitiveness of wet electronic chemistry
On April 16, Runjing Technology announced that it had entered into a wholly-owned partnership with Sumitomo Chemical Co., Ltd. (hereinafter referred to as "Sumitomo Chemical") to acquire the group's Sumika Electronic Materials Technology (Hefei) Co., Ltd. and Sumitomo Electronic Materials Technology (Chongqing) Co., Ltd. The two companies have reached an agreement and the two parties have completed the signing of the equity transfer contract. After meeting the relevant conditions in the equity transfer contract, Hefei Zhuhua and Chongqing Zhuhua will become wholly-owned subsidiaries of Runjing Technology.
Runjing Technology stated that through this acquisition, it will inherit the technical advantages and business system of Sumitomo Chemical Group, quickly expand its product portfolio (such as etching fluids, stripping fluids, CF developers), and provide customers with multi-variety overall supply solutions. This will improve the competitiveness of Runjing Technology in China’s wet electronic chemical market. At the same time, the regional layout in Chongqing and Hefei can achieve rapid response to local customers.
Runjing Technology was founded in 2008. As a developer (TMAH) manufacturer, it is a supplier to major global panel manufacturers such as Samsung, LG, BOE, Huike, CSOT and Tianma. In 2020, Runjing Technology established Xinke Electric Materials in Hefei to deploy high-purity hydrogen peroxide, ammonia, isopropyl alcohol and other semiconductor-level products. Currently, it has started product introduction work in the world's leading 12-inch wafer fab.
Once SMEE makes a breakthrough I hope they sell them at cabbage prices just to spite them.
BUT Sir whom they will sell to? I'm talking about the West, India? definitely not, Japan? to much pride and can't happen, of the US vassal I can see SK adopting. What about Taiwan? TSMC is tied to the hip with ASML, they grew together from a nascent company to global juggernaut today. Not until SMEE, CETC or Huawei produce a technical disruptive technology then we can see a switch happening.
always remember one thing, China has ''Tool'' which other countries don't have. largest domestic market in the world in almost all critical technologies..
China accounts 50 percent of global semiconductor market. China import more chips than Oil .. so SMEE has domestic market to cover. hundreds of machines needed to replace imported ones from ASML/Nikon.
i fully agreed with @siegecrossbow .. Shanghai government already announced to give subsidy to 16 major semiconductor ventures.. and don't forget SMEE this year start volume production of lithography.
just throw few Billion dollars. not an issue for government like Shanghai. they are extremely rich. SMEE should produce lithography just like noodles. they will do this. i m sure
Chip equipment is just another category of capital goods.
Countries are comfortable buying Chinese equipment to build out their production lines right now and if SMEE becomes competitive....
Beyond the West, the G7 and India.
Which countries are ready to join the chip supply chain in 10, 20 years time?