Nobody is attacking you for bring in this information.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
So, I think it's important to know that what I post is a subset of what I have access to. I also can't post everything on this forum either but I certainly have much less discretion on SDF.
About a year ago, Rick told me I was sharing too much info on twitter, so I basically stopped posting any sensitive material that I got accessed to. I don't post anything that's not public. Again, I don't consider saying Chinese OEMs using more domestic chips to be sensitive info. For example, no comment from me on CXMT and LPDDR5 until the news broke in Western media.
What this guy doesn't seem to appreciate is that there are many foreigners involved in China's semiconductor industry. Who actually have non public data and they do share that info with US government. And I know that for a fact. Whether the people at BIS actually take those info seriously is a different story. The problem is the Chinese fabs themselves.
If SMIC and NAURA are willing to speak to foreigners about their progress, then those info will get put out there. Again, I do not leak these information at all. Has anyone even see me posting those info on this thread? At most, i have discussions about this offline with @latenlazy and @BoraTas. So if the Chinese semiconductor industry want to not get probed, it needs to keep westerners out of its HVM process.
Looks like the Deng Xiaoping dogma is in full swing now in China semiconductor industry.
But also people should remember that:
This is war and morale is important.
But also people should remember that:
This is war and morale is important.
This is a good article from digitimes
quoting @tinrobert
I can't really disagree with anything in there. the new Qingpu base for huawei looks like a huge deal
Statements about SMIC expanding 7nm production line is telling me that people around the process (again, a lot of non-Chinese people are involved in China's semi industry) are seeing some progress here.
quoting @tinrobert
I can't really disagree with anything in there. the new Qingpu base for huawei looks like a huge deal
Statements about SMIC expanding 7nm production line is telling me that people around the process (again, a lot of non-Chinese people are involved in China's semi industry) are seeing some progress here.
The worst part is that guy calling you out when he is posting the same or even more "sensitive" information. Just in Chinese.
Nanjing Xinshijie Microelectronics Technology Co., Ltd. completed nearly 100 million yuan in Series C financing
According to news on February 26, Core Vision Microelectronics, a global optical sensor chip company, announced the completion of nearly 100 million yuan in Series C financing. This round of financing was led by Integrity Venture Capital, followed by Sanqi Interactive Entertainment (19.660, 0.18, 0.92%) (rights protection) cast. The financing funds are planned to be used for product research and development and market expansion.
Founded in 2018, Core Vision Microelectronics is one of the world's first pioneers in the research of single-photon dToF three-dimensional imaging technology, and is in a leading position in the implementation of single-photon direct optical time of flight (SPAD dToF) technology and applications. The company has chip-level photoelectric conversion device design and single-photon detection imaging technology. It specializes in one-dimensional and three-dimensional dToF sensor chips based on single-photon detection. It is a rare chip company in China that can realize large-scale commercial implementation of SPAD devices and dToF chips.
According to news on February 26, Core Vision Microelectronics, a global optical sensor chip company, announced the completion of nearly 100 million yuan in Series C financing. This round of financing was led by Integrity Venture Capital, followed by Sanqi Interactive Entertainment (19.660, 0.18, 0.92%) (rights protection) cast. The financing funds are planned to be used for product research and development and market expansion.
Founded in 2018, Core Vision Microelectronics is one of the world's first pioneers in the research of single-photon dToF three-dimensional imaging technology, and is in a leading position in the implementation of single-photon direct optical time of flight (SPAD dToF) technology and applications. The company has chip-level photoelectric conversion device design and single-photon detection imaging technology. It specializes in one-dimensional and three-dimensional dToF sensor chips based on single-photon detection. It is a rare chip company in China that can realize large-scale commercial implementation of SPAD devices and dToF chips.
To be fair a lot of Western observers have horrendous Chinese language skills. Remember how they talked about genetically modified soldiers or water filled rockets based on bad literal translations? Next thing you know they probably will rewatch the conclusion that China is manually carving the chips based on bad translations.
I think that the language skill is the least of their issues, most of these Western observers or Think Tankers do not understand technically the subjects that they are researching or are advocating policy for or they have a very superficial level of understanding and they don't even care to learn anything beyond that.
When I said "Humanities Graduates" i don't said it to undermine humanities careers but to say that the level of understanding in a highly technical subject of this guys usually doesn't go beyond of what they learned in their humanities courses.
When I said "Humanities Graduates" i don't said it to undermine humanities careers but to say that the level of understanding in a highly technical subject of this guys usually doesn't go beyond of what they learned in their humanities courses.
The problem is that they suck at humanities too. It is just more lenient since unlike engineering there is no right/wrong answer so they can get away from spouting BS as long as their audience like what they say.