Two Critical areas China lacking in the Semiconductor areas must be addressed

Discussion in 'Members' Club Room' started by tidalwave, Jul 5, 2018.

  1. tidalwave
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    tidalwave Junior Member
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    China already has program for CPU, Memory (DRAM, NAND), DSP etc.
    But two areas it currently has No answer for ; (Silicon Photonics for FiberOptics) And (Microlithography Equipment System)

    Recently US sanctions ZTE and not allowing it to buy US semiconductor chips. ZTE was dead in the water. There's replacement for Qualcomm Cellphone chip or Memory chip or any digital chip but it has NO replacement for silicon photonic chips for its networking backplane using laser, light for fiberoptic commnuication.

    In fact Neither ZTE, Huawei, or any Chinese companies make those.

    http://www.neoblackpanther.com/photonics.html

    The second area is Microlithography equipment. Optical system that transfer the design mask pattern to the Photoresist on the wafer. Mainly China has no optic len maker like Nikon or Carl Zeiss.

    Trump recently announce of banning critical equipment to China especially for semiconductor.
    China has maker for etcher, chemical vapor and physical deposition but it sorely lacks optical system for microlithography.

    http://www.neoblackpanther.com/optics.html


    Also there's a movement now that help bring semiconductor industry to Africa and Latin America, ending the western hegemony. NeoBlackPanther
    http://www.neoblackpanther.com/index.html
     

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  2. tidalwave
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    tidalwave Junior Member
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    another problem is Chinese companies refusing to use domestic chips even the defense sector.
    Trump recently banned 44 defense related research institutes and defense companies from using TI DSP and XILINX FPGA.


    Soul Core 2 DSP chip by CETC. This one should be widely used by defense sector now TI DSP is banned in defense sector.



    http://www.eefocus.com/mcu-dsp/409047

    [​IMG]
     
  3. tidalwave
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    tidalwave Junior Member
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    Robotics, AI, cloud computing all those are secondary, they are luxury items built upon fundamental tech. China right now overly touting it's Al development and I think that's a mistake. Also China overly focused on digital chips which China design the logic and fab out to TSMC, like hisilicon Huawei. Loongson, shenwei. Those are not really Semiconductor tech development. They don't look at process tech and equipment. They mainly focused on logic.
    But memory development is good because it involved alot of process tech development.
     
  4. montyp165
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    montyp165 Junior Member

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    Old news, but still pertinent:

    https://www.investors.com/news/tech...lan-mean-trouble-for-oclaro-lumentum-finisar/

    China's government has unveiled a five-year plan for building up a domestic optical components industry, a move that could spell trouble for U.S. suppliers such as Oclaro (OCLR), Acacia Communications (ACIA), Lumentum Holding (LITE), Finisar (FNSR), and NeoPhotonics (NPTN).
     

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