Chinese semiconductor thread II

[tokenanalyst]

I am doing a survey. Because China erected the 125% tariff on all US made goods.
How many percentage US companies like Texas instrument, Analog Device, On Semi , Microchip, Intel having their products fabbed in US would lose their marketshare inside China?
what's your opinion? Maybe expert Dr Castellano can chime in.
Discuss.

Microchip 75% of their manufacturing is in the US.


TI 10 of 15 are in the US with only 1 200mm wafer fab in Chengdu, that I think they sold.

Analog devices, half of their manufacturing is in the US.



OnSemi is more diverse with only 30% of the Wafer fabrication in the US.

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[tokenanalyst]

Intel only has one fab in Dalian but not as advance as in the US.

 

[Legume7]

OmniVision launched the OV50X a couple of days ago. It is a 1" sensor fabbed on TSMC 22 nm. Compared with the LYT-900 1" sensor from Sony, the OV50X should have better dynamic range (15 EV vs 14 EV), but will likely be worse at digital zoom due to 2×2 OCL (on-chip lens) autofocus. The Xiaomi 16 Ultra will likely use this sensor, and early rumors suggest that Xiaomi will replace the 70 mm Sony IMX858 (1/2.51") telephoto sensor on the 15 Ultra with a 48 mm Sony LYT-808 (1/1.4") to compensate for this deficiency in digital zoom. Honor is also rumored to use this sensor on the Honor Magic 8 RSR Porsche Edition, though other rumors suggest that they are also considering a 35 mm Omnivision OV50K.

I posted earlier in this thread that SmartSens is also developing a 1" sensor. It will be fabbed domestically on a 28 nm process and will have the same class-leading dynamic range as the OV50X. It will debut with the Pura 80 Ultra/Art later this year.

SANTA CLARA, Calif. — April 10, 2025 — OMNIVISION, a leading global developer of semiconductor technology, including

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,

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and

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, today launched its new

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with the

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industry’s highest dynamic range, for movie-grade video capture. The

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is a 50‑megapixel (MP) sensor with a 1.6‑micron (µm) pixel in a 1‑inch optical format designed for flagship smartphones that require

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video and preview with single exposure, excellent low-light performance, fast autofocus and high frame rates.

“

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are used in the majority of video and photo capture today, and cinematic-quality video recording has become a highly demanded feature among consumers for flagship mobile phones,” said Takuritsu Li, marketing manager, OMNIVISION. “Our

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image sensor was designed with the professional videographer and photographer in mind, featuring a large 1‑inch optical format image sensor that provides close to 110 decibel (dB) single-exposure HDR; consumers can now own a smartphone capable of superior video and photo capture around the clock, even in challenging capture conditions such as sunrise, sunset, nighttime with bright lights, or overcast days.”

The

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supports 4‑cell binning for 12.5MP at 180 frames per second (fps) and 60 fps with three-channel HDR. It offers premium-quality 8K video with dual analog gain (DAG) HDR and on-sensor crop zoom. OMNIVISION’s

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further expands single exposure HDR close to 110 dB—the highest range possible in smartphones. The sensor also supports 100% coverage quad phase detection (QPD) for best-in-class autofocus performance. The

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is built on OMNIVISION’s

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, enabling excellent low light performance.

 

[Wrought]

Is smic unable to produce ascend chips? Relying on tsmc is probably a dead end.

SMIC can produce them, but advanced nodes are limited by capacity. Remember there is also demand for Kirin and so forth. Anything they can get from TSMC is a bonus.

 

[gotodistance]

If you can get a large volume of die produced by TSMC, why not? SMIC is still ramping up on its Finfet capacity and demand for Ascend chip is quite strong.

So now, Huawei has both whatever TSMC produced as well as whatever SMIC produces.

TSMC apparently responded to reports of supplying AI chips to Huawei​

A new report says that

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has finally broken its silence and responded to the ‘Huawei AI chips’ controversy. After months of investigation, the chip producer has come up with its answers, denying allegations that it helped the Chinese company.

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[LanceD23]

Microchip 75% of their manufacturing is in the US.
View attachment 150433

TI 10 of 15 are in the US with only 1 200mm wafer fab in Chengdu, that I think they sold.
View attachment 150434
Analog devices, half of their manufacturing is in the US.


View attachment 150435
OnSemi is more diverse with only 30% of the Wafer fabrication in the US.

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i think China is making huge mistake on not slapping huge tariff on taiwan made chips. Taiwan is under strict DPP and US control.

 

[henrik]

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[ansy1968]

i think China is making huge mistake on not slapping huge tariff on taiwan made chips. Taiwan is under strict DPP and US control.

More of a leverage, like what I said way way before, why destroy something you owned and why give your enemy the satisfaction. It's just what the American wanted, harvesting Taiwan and sucking the young blood out of them.

 

[LanceD23]

More of a leverage, like what I said way way before, why destroy something you owned and why give your enemy the satisfaction. It's just what the American wanted, harvesting Taiwan and sucking the young blood out of them.

the way i see it, Taiwan companies making chips in US is too expensive and they have no profits left. And if China using tariffs to block them on other side, soo or later, most taiwan companies would collapse. Laid off engineers would have to come to China to look for work. Human capitals are most valuable.
otherwise, China would continue to fund DPP to purchase US weapons,.
US already sucked Taiwan dry. TSMC to US advanced nodes. And UMC joined global foundry in US for mature node.

 

[ansy1968]

the way i see it, Taiwan companies making chips in US is too expensive and they have no profits left. And if China using tariffs to block them on other side, soo or later, most taiwan companies would collapse. Laid off engineers would have to come to China to look for work. Human capitals are most valuable.
otherwise, China would continue to fund DPP to purchase US weapons,.

Fully noted bro, we share the same mindset, from my POV, The Chinese had just check mate the US motive of Onshoring and Harvesting TSMC, Taiwan is trap and is hapless, the American had such a hold on their [political and semi industries, that they have to thread carefully and big brother China is helping out.