US, Taiwan, Japan gallop ahead in advanced semiconductors while China remains stuck at mature-node chips

[gambit]

LOL..

Semiconductor Stocks Fall on US Export Restrictions

Semiconductor firms Nvidia (NVDA) and Advanced Micro Devices (AMD) reported new U.S. export restrictions would limit sales to China, sending shares of both companies and other semiconductor stocks tumbling on Thursday.

www.investopedia.com

Self delusion at its best. We are the largest semi conductor market. Like it or not...

So when will any Chinese semicon company be able to charge $20,000 per wafer? What sector of the Chinese consumer market WILL consume so much of this from TSMC that China will be able to dictate the global market? Not only that, TSMC will bring this to CONUS to protect the technology from China. Let us cut the product's price by 1/2. What Chinese semicon company will be able to charge $10,000 per wafer according to what the Chinese market want? Do YOU know? For TSMC to charge that price, it must be a high end product using the latest manufacturing technology. With the current ban on human and hardware resources to China, what product lines can Chinese semicon companies produce that will enable China to dictate global conditions as you ridiculously claimed? Self delusion? Go look in the mirror.

 

[antonius123]

So when will any Chinese semicon company be able to charge $20,000 per wafer? What sector of the Chinese consumer market WILL consume so much of this from TSMC that China will be able to dictate the global market? Not only that, TSMC will bring this to CONUS to protect the technology from China. Let us cut the product's price by 1/2. What Chinese semicon company will be able to charge $10,000 per wafer according to what the Chinese market want? Do YOU know? For TSMC to charge that price, it must be a high end product using the latest manufacturing technology. With the current ban on human and hardware resources to China, what product lines can Chinese semicon companies produce that will enable China to dictate global conditions as you ridiculously claimed? Self delusion? Go look in the mirror.

The question is: who and how many buyers will buy for such a price, dummy? will TSMC get break even for that nm chip?

The $20K per wafer is driven by production cost, not by market demand.

 

[lchsod1975]

美国人智商跟印度一样低！

 

[tonyget]

https://twitter.com/x/status/1593794203892359169

The highlighted is the real self delusion. As usual, you do not know what TF you are talking about. What Taiwan is doing is diluting their technological vulnerabilities, especially in the semicon industry, by building in the US. So can you mock US all you want, but in the end, we and the rest of the world will benefit, and not only that, the buildup towards product acceptance from these new US fabs will be faster than you think.

TSMC sending 1000 employees to the US is not well perceived within Taiwan，I see comments left by Taiwanese peoples about this issue，it's very negative

 

[gambit]

The question is: who and how many buyers will buy for such a price, dummy? will TSMC get break even for that nm chip?

The $20K per wafer is driven by production cost, not by market demand.

And YOU know WTF you are talking about? You who learns semicon tech knowledge based on internet forums instead of working in the industry?

East Asia chipmakers see high-tech decoupling with China as inevitable

Supply chain resiliency was addressed at the APEC summit Saturday in response to the impact of chip shortages on automakers and other industries.

www.japantimes.co.jp

Major players in the semiconductor supply chain in East Asia appear to be seeing it as inevitable for them to decouple with China in advanced industries involving sensitive technology, given concerns about the rapid pace of Beijing’s military modernization.​

​

The United States is taking the lead in building a “Chip 4” alliance with Taiwan, South Korea and Japan for increased economic security over a possible global chip crunch in the event of a contingency between Taiwan and China.​

​

It will take time and the decoupling will produce some pains, but given China's behaviors, even gone as far as talking about seizing foreign own assets, pretty much clinched the deal for decoupling. The US and the EU are not as difficult to take on the industry as you ignoramuses thinks. Plenty of land, construction capabilities and workers, business friendly environments, we will produce sooner than the Parade Line Army (PLA) can prepare for the Taiwan invasion.

TSMC sending 1000 employees to the US is not well perceived within Taiwan，I see comments left by Taiwanese peoples about this issue，it's very negative

Either live in the US or die under China in Taiwan.

 

[antonius123]

And YOU know WTF you are talking about? You who learns semicon tech knowledge based on internet forums instead of working in the industry?

East Asia chipmakers see high-tech decoupling with China as inevitable

Supply chain resiliency was addressed at the APEC summit Saturday in response to the impact of chip shortages on automakers and other industries.

www.japantimes.co.jp

Major players in the semiconductor supply chain in East Asia appear to be seeing it as inevitable for them to decouple with China in advanced industries involving sensitive technology, given concerns about the rapid pace of Beijing’s military modernization.​

​

The United States is taking the lead in building a “Chip 4” alliance with Taiwan, South Korea and Japan for increased economic security over a possible global chip crunch in the event of a contingency between Taiwan and China.​

​

It will take time and the decoupling will produce some pains, but given China's behaviors, even gone as far as talking about seizing foreign own assets, pretty much clinched the deal for decoupling. The US and the EU are not as difficult to take on the industry as you ignoramuses thinks. Plenty of land, construction capabilities and workers, business friendly environments, we will produce sooner than the Parade Line Army (PLA) can prepare for the Taiwan invasion.


Either live in the US or die under China in Taiwan.

The production cost $20K per wafer is already the sign for the failure.

How many potential buyer who want to buy Iphone for $3000 due to expensive cost of Chip because of production in US land?

So thats why I told you: S20K per wafer is not due to high demand, but due to production cost

 

[Menthol]

China doesn't have Windows, Android, iOS, x86 processors, etc.

Even if China is able to produce the 1mn microchip, so what?

China is not able to see the whole picture, their security and rescue plan is flawed.

And if China thinks USA is trustworthy, ups, sorry...

China thinks they are safe right now, they produce products for Windows, Android, etc.

Just wait, it won't be long.

Garbage countries belong to the garbage, and must stay to be garbage forever and ever.

 

[KAL-EL]

Let's get ready to rummblleee !!

 

[gambit]

The production cost $20K per wafer is already the sign for the failure.

How many potential buyer who want to buy Iphone for $3000 due to expensive cost of Chip because of production in US land?

So thats why I told you: S20K per wafer is not due to high demand, but due to production cost

Yah...Am sure TSMC CEO is monitoring PDF just in case YOU have something to say about his industry. Any Chinese semicon company hire you yet?

 

[antonius123]

Yah...Am sure TSMC CEO is monitoring PDF just in case YOU have something to say about his industry. Any Chinese semicon company hire you yet?

Ad hominem. You are attacking my profession instead of the argument. LOL
I never claim I am a semiconductor expert, but how the pricing and market demand relate is economical thing that you should understand, if you have ever learn basic economic.

Furthermore... who will believe that you are a semicondutor expert? LOL

 

[GriffinsRule]

And now we have this news

Battered by Covid, China Hits Pause on Giant Chip Spending Aimed at Rivaling US

China is pausing massive investments aimed at building a chip industry to compete with the US, as a nationwide Covid resurgence strains the world’s No. 2 economy and Beijing’s finances.

www.bloomberg.com

 

[Yongpeng Sun-Tastaufen]

Technology is a double edged sword. Amish reject modern technology and live healthier and happier than Americans do.

100 nm chips is more than sufficient for students. Young people in China should be banned from playing video games.

 

[nahtanbob]

Another self bragging , self delusion report. Mighty mouse USA with all access of tools for making advance chips can't even match little Taiwan when comes to 3-5nm chip making and need Taiwan help.

Remember, China is the largest chip market, we can shut off any enemies in future.

all talk no play makes Jack a dull boy

 

[S10]

MIC 2025 is steadily on track. Remember, the goal was to provide 30% of chips needed for China's own consumption. China will hit that target probably by early next year. Majority of the market is still using 45nm to 28nm nodes, so pricing competitors out of those market should a a top priority.

The rest is icing on cake.