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https://knometa.com/news/?post=china-to-become-world-039-s-largest-source-of-ic-wafer-capacity-by-2026
It looks like China is leading in the older node. China is pretty good at mass produce once they master the art (tech) just like solar panels and EV car.
https://www.reuters.com/technology/intel-survived-bid-halt-millions-sales-chinas-huawei-sources-say-2024-03-12/
AMD is not a foreign company. Why Intel is allowed to sell to Huawei but not AMD?
https://www.gizmochina.com/2023/10/02/kirin-9000s-14nm-chip-huawei-modified-closer-to-7nm/
"Minatake Mitchell Kashio, the CEO of Tokyo-based electronics research firm Fomalhaut Techno Solutions, shared with the South China Morning Post his belief that the Kirin 9000s CPU was manufactured using...
https://www.cnbc.com/2023/09/13/arm-prices-ipo-at-51-per-share.html
I'm going to keep an eye on ARM. I got own some TSMC shares. I'm trying to build an investment based around the semis industry.
It's amazing that Softbank only offers 10% while maintaining control via 90% of ARM ownership.
Huawei's 9000s chip "breakthrough" was hailed as the best thing ever out of China. It sparked many debates online.
some said China can do it all by itself because it can produce millions of engineers per year and China prints its own money. The Chinese have unlimited "resources" to create their...
this is from CCTV, the official Chinese TV. it talks about Huawei's new chip. they even interviewed TechInsight.
the talking point: China beat the USA's sanctions. The US's sanctions don't work.
Semiconductor Manufacturing International Corp., China's largest contract maker of chips, has quietly removed 14nm fabrication technology from the list of its services on its website. The company also did not talk about advanced FinFET-based technologies at its earnings call last week, reports...
https://www.cnn.com/2022/09/25/investing/stocks-week-ahead/index.html
"Shares of Intel are down more than 45% this year, making it the biggest dog of the Dow."
ouch
https://www.protocol.com/enterprise/chip-design-software-export-restrictions#toggle-gdpr
Not sure how accurate this news is.
"Last week, equipment makers KLA and Lam Research disclosed that the Commerce Department had notified them that the U.S. was expanding its ban on selling tools to China...
https://www.tomshardware.com/news/china-chipmaker-smics-7nm-process-is-reportedly-copied-from-tsmc-tech
Taiwan News also use TechInsights as source. I'm not sure if this is fake news or not since all reporting use the same source.
However, the past lawsuit between both parties shown there is a...
