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Search results

  1. M. Y. Zuo

    Semiconductor mission should have started 30 years ago, says PM Modi

    Shenzhen would have happened regardless just that it would have started later. The very latest timeframe would be 1991-1992 when a huge number of Soviet experts fled and likely would have been scooped up to kickstart the industry.
  2. M. Y. Zuo

    Kirin 9000s Analysis: Should be Made by SMIC's N+2 Process

    Wow I didn't realize there are only 8 sizable smartphone companies left in China. Talk about consolidation! And on a worldwide basis I can only think of Sony, Nokia, ASUS, and Google with their Pixel, so that's 12 left?
  3. M. Y. Zuo

    Kirin 9000s Analysis: Should be Made by SMIC's N+2 Process

    Aren't some of Samsung's folding phones >$2000 USD?
  4. M. Y. Zuo

    Chinese Firms Are Evading Chip Controls

    I don't see the logic behind this. There will always be someone/some group in surrounding countries like Vietnam/Kazakhstan/etc. willing to smuggle products at a high enough X% markup. They don't care about any consequences because even a few dozen smuggling runs would be enough to retire very...
  5. M. Y. Zuo

    US wants China's chip industry 5 generations behind cutting edge, head of equipment maker AMEC says at Wuxi conference

    This discussion is pretty interesting and highlights the fundamental contradiction in the whole story behind the geopolitics. Supposedly American companies are staffed by the best of the best, absolute world-beaters participating in a reasonably free market capitalistic society, etc., but then...
  6. M. Y. Zuo

    SMIC's unspoken mission and Huawei's 5G smartphone chips

    SMIC 'N+2 7nm' according to TechInsights Ottawa team: https://www.techinsights.com/blog/techinsights-confirming-smic-n2-7nm-huawei-mate-60-pro So it appears they've caught up to the state-of-the-art in 2018 at least.
  7. M. Y. Zuo

    China hits back in the chip war, imposing export curbs on crucial raw materials

    Raw gallium supply doesn't seem possible to second source in the short-medium timeframe. Processing is spread across the world from what I understand but they practically all completely rely on the Chinese supply of raw gallium. I'm not sure if it would take 15 years to replace like another...
  8. M. Y. Zuo

    America is losing the semiconductor battle to China

    Well clearly not with this news. Plus, leaning to one side or another in various spheres of activity for tactical advantages doesn't demonstrate commitment, but the opposite, a strategic neutrality.
  9. M. Y. Zuo

    America is losing the semiconductor battle to China

    I'm not surprised Seoul refrained from picking a side, they would have everything to lose and very little to gain by committing to either. What's more surprising is that some folks in D.C. saw the need to announce the request publicly, thus forcing a public response that shows the US in a...
  10. M. Y. Zuo

    Britain launches $1.2 billion semiconductor plan after U.S. and EU splurge on chips

    Aren't the firms in the UK plenty profitable? What would motivate them to take on money that almost surely has strings attached?
  11. M. Y. Zuo

    Foxconn to Lose Top-Tier iPhone Assembly Allocation for First Time

    I'm increasingly convinced every large company that entered China signed these kind of agreements. Though in this case Apple earned almost as much in sales ~$249 billion according to the article you linked. Plus they got the political advantage of a nominally socialist government looking the...
  12. M. Y. Zuo

    Foxconn to Lose Top-Tier iPhone Assembly Allocation for First Time

    The complexity of final assembly has greatly been reduced over the years, due to the ever increasing amount of integration in the design, leaving much less room to negotiate for sizable profit margins. So Foxconn likely couldn't put in a competitive bid that's still profitable for mainland...
  13. M. Y. Zuo

    U.S. chip production is expensive, Korean chipmakers find

    Is 'Korea JoongAng Daily' a reliable source? Because this: > Samsung Electronics initially expected to spend $17 billion on the construction of the Taylor, Texas plant, but industry sources expect costs to snowball by $8 billion to $10 billion. would be an incredible cost overrun if true.
  14. M. Y. Zuo

    Germany’s new chip factories: a bet on the future or waste of money?

    It's hard to say, there are so many hundreds of confounding, interlinked, variables that it's difficult to imagine anyone could have reliable numbers. It's more likely to be primarily an emotional decision.
  15. M. Y. Zuo

    Chinese smartphone maker Oppo abruptly closes chip design unit Zeku

    Yes, a doubling from 15% to 31% of the global market in 1 quarter just seems like fantasy.
  16. M. Y. Zuo

    Improving Performance And Power With HBM3

    New memory standard adds significant benefits, but it’s still expensive and complicated to use. That could change. JANUARY 30TH, 2023 - BY: ANDY PATRIZIO HBM3 swings open the door to significantly faster data movement between memory and processors, reducing the power it takes to send and...
  17. M. Y. Zuo

    Morris Tanenbaum, Inventor of the Silicon Microchip, Dies at 94 - IEEE

    MORRIS TANENBAUM Silicon microchip inventor Fellow, 94; died 26 February Tanenbaum’s research in the mid-1950s proved that silicon was a better semiconductor material for transistors than germanium, which was commonly used at the time. His discovery paved the way for more efficient transistors...
  18. M. Y. Zuo

    Intel Foundry Imperative

    Intel's biggest advantage and disadvantage is its integration. How could their foundry services leverage the advantages while minimizing the disadvantages to the utmost?
  19. M. Y. Zuo

    Comparison of memory and interface technologies for commercial products

    Hi everyone, I'm trying to make a table comparing various technologies with a simple yes or no for whether any commercial products have been sold with the specified combination. (Limited range to the last 10 years for brevity's sake.) I have it roughed out with many cells filled in but I'm...
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