News on China's scientific and technological development.

Deino

Deino

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Guys ... may I ask, what happened to this thread? ... several post are political infected especially some debates and I find it strange, that it took 12 years for the first 600 pages and six weeks for the last 200, unfortunately with the quality certainly hasn't gone up the same way!
 
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machupicu

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Petrolicious88 said:
Love the optimism. But China faces an incredible hard task to become fully self sufficient in cutting edge semiconductor. There is no sugar coating this. SMIC, Huawei sanction just the tip of the iceberg.
Click to expand...
China will be fine in semicon industries with perhaps 2-3 yrs of uphill battles,, but even if there is full tech wars, china will play the ball as it has strong foundations and have already advanced much... it's a 2way street, and regardless if Trump or biden wins china will do well
 
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Petrolicious88

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machupicu said:
China will be fine in semicon industries with perhaps 2-3 yrs of uphill battles,, but even if there is full tech wars, china will play the ball as it has strong foundations and have already advanced much... it's a 2way street, and regardless if Trump or biden wins china will do well
Click to expand...
SMIC is china’s best hope. It was on schedule to produce it’s 14nm N+1 chip. Now we have to see.

2-3 years is too hard to predict. Anything more than a year is impossible to predict.
 
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AndrewS

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Petrolicious88 said:
SMIC is china’s best hope. It was on schedule to produce it’s 14nm N+1 chip. Now we have to see.

2-3 years is too hard to predict. Anything more than a year is impossible to predict.
Click to expand...

This is an interesting development.

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If SMIC is sanctioned, it might as well supply Huawei with 14nm microchips.

That would keep Huawei competitive in the mid-range smartphone segment.
Although there is a question about how well SMIC could operate its 14nm production line in the face of sanctions.

SMIC operating costs are less than $4 Billion annually, so it would be peanuts to keep SMIC operating whilst it develops an entirely Chinese semiconductor supply chain.

Yes, and it will take some time, but it is doable.

Plus you see a lot of commentary that SMIC or Huawei will go bankrupt because they are sanctioned.
But that is not going to happen, because the Chinese government will support them until they can develop alternative Chinese technology.

And come to think of it, SMIC might as well become a major semiconductor supplier to the Chinese military now.

So the sanctions don't make sense if their goal is to punish SMIC for supplying to the military.
 
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ansy1968

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AndrewS said:
This is an interesting development.

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If SMIC is sanctioned, it might as well supply Huawei with 14nm microchips.

That would keep Huawei competitive in the mid-range smartphone segment.
Although there is a question about how well SMIC could operate its 14nm production line in the face of sanctions.

SMIC operating costs are less than $4 Billion annually, so it would be peanuts to keep SMIC operating whilst it develops an entirely Chinese semiconductor supply chain.

Yes, and it will take some time, but it is doable.

Plus you see a lot of commentary that SMIC or Huawei will go bankrupt because they are sanctioned.
But that is not going to happen, because the Chinese government will support them until they can develop alternative Chinese technology.

And come to think of it, SMIC might as well become a major semiconductor supplier to the Chinese military now.

So the sanctions don't make sense if their goal is to punish SMIC for supplying to the military.
Click to expand...
Hi Andrew

You and WTAN had explain it beautifully, this sanction on SMIC is a heaven sent both for Huawei and the Chinese IC industry as a whole, 2020 is a disaster year for all of us, but it will be remembered as the start of Chinese IC renaissance.

So the sanctions don't make sense if their goal is to punish SMIC for supplying to the military.

Chinese military has its own specialize equipment for Chips.
 
hullopilllw

hullopilllw

Junior Member
Registered Member
ansy1968 said:
Hi Andrew

You and WTAN had explain it beautifully, this sanction on SMIC is a heaven sent both for Huawei and the Chinese IC industry as a whole, 2020 is a disaster year for all of us, but it will be remembered as the start of Chinese IC renaissance.

So the sanctions don't make sense if their goal is to punish SMIC for supplying to the military.

Chinese military has its own specialize equipment for Chips.
Click to expand...

The goal is to sanction and end their operation. Whatever military supply link have are just excuses to make it sound justifiable, they are not even provable in the very first place. Don't you guys realized that.

The end result is not to delink from China either, US strategic planners are hoping to drive China into some kind of a privitisation drive or a Plaza Accord agreement for an eventual linking that has US firmly in control of China's economy policies.
 
hullopilllw

hullopilllw

Junior Member
Registered Member
It is starting....Oracle's time in China is numbered, not due to "unreliable list" but rather to free competition.
Ironically, Alibaba used to be the single biggest APEC customer of Oracle. Single day crashed Oracle top performing data server and Alibaba got forced to develop Oceanbase, a cloud-based database system.
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