How China’s Semiconductor Revolution Will Change Global Technology Forever! What Next?

[LaoTze]

How China’s Semiconductor Revolution Will Change Global Technology Forever! What Next?​

 

[k1976]

China currently hold 2-4yrs stock for critical components inventory. This should allow China to buy margin to develope its self sufficiency.

However, China is NOT expected to be self sufficient in Semicon Node below 14nm in next 5-10yrs.

 

[k1976]

The outcome of tgis Tech War is hanging on China Engineer and Scientists if they are distracted into some form of "class struggle" or they are smart enough to embark on a Revisionist Approach to many of these High Tech Process / HardWare / Material combo

 

[superpower]

China's SMIC is already making 5nm chips for Huawei using the SAQP process on DUV machines. Their 5nm chip is purportedly more efficient than TSMC's 5nm chip of 3 years ago.

But China needs EUV to go below 5nm, and ASML is barred by the US from selling its EUV lithograph machine to China. The key is: can China develop its own EUV technology from scratch (very, very difficult)... or can it find a way to manufacture ultra-thin chips using alternative technology (more feasible)?

However it turns out, China accounts for more than 50% of the world's legacy chip sales, and has enough DUV machines to continue churning out these chips down to 5nm. But to make major inroads into AI, the Chinese will have to find a way to make more powerful chips. Soon.

 

[Eisenhut]

The outcome of tgis Tech War is hanging on China Engineer and Scientists if they are distracted into some form of "class struggle" or they are smart enough to embark on a Revisionist Approach to many of these High Tech Process / HardWare / Material combo

Yeah...maybe they can develop another tech to ASML EUV, maybe using totally different process.

 

[k1976]

 

[congo9]

ALl these propaganda by Chinese CCP media ..
Their yield rate is dangerously low.
What's their yield rate like and how much subsidy can they get from CCP Govt in order to keep the operation running ?

China's SMIC is already making 5nm chips for Huawei using the SAQP process on DUV machines. Their 5nm chip is purportedly more efficient than TSMC's 5nm chip of 3 years ago.

But China needs EUV to go below 5nm, and ASML is barred by the US from selling its EUV lithograph machine to China. The key is: can China develop its own EUV technology from scratch (very, very difficult)... or can it find a way to manufacture ultra-thin chips using alternative technology (more feasible)?

However it turns out, China accounts for more than 50% of the world's legacy chip sales, and has enough DUV machines to continue churning out these chips down to 5nm. But to make major inroads into AI, the Chinese will have to find a way to make more powerful chips. Soon.

 

[Sinkiesuk]

Then jialat lo. If ah tiong can make it in semiconductor wafer fab, sinkie ang mo semiconductor plant can phrase out liao lo. Sinkie boh tsmc boh Nvidia boh Samsung.

 

[po2wq]

...

How China’s Semiconductor Revolution Will Change Global Technology Forever! What Next?​

usa wil accuse prc of stealing technology ... impose mor tariffs on prc ... point mor missiles @ prc ... borrow mor moni from prc ...

 

[Sinkiesuk]

Sinkie semiconductor plants are lousy ones. China don't even fck care. Sinkie will just bow their head to the greener side.