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작성자도치 조회 0회 작성일 2021-06-15 20:36:56 댓글 0

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SMIC, Explained: China’s Semiconductor Crown Jewel

Edit: This video has a followup: When TSMC Sued SMIC and Won:


Semiconductor Manufacturing International Corporation (SMIC) is China's flagship semiconductor foundry. It’s a leading player in challenging TSMC, Samsung and Intel in the semiconductor technology race.

Founded by the intensely driven Richard Chang, SMIC ruthlessly hired from its Taiwanese rivals, outcompeted its Chinese ones, and quickly established itself as the top dog in China's burgeoning semiconductor industry.

In this video, let's look at SMIC - China's fiercest semiconductor foundry player.

I made references to several other videos of mine. Here they are below:

Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- ASML vs. TSMC:

- Chartered:

- TSMC on the Mainland:

- Patreon: https://www.patreon.com/Asianometry
John Taylor : Went broke .
Chinese Hemp : Unrelated to semiconductors. Was wondering if you can do a video essay on the Chinese hemp industry at some point in the future?
Famc : SMIC,the crown jewel made of plastic....Clown jewel!
ba sook : Thanks to Biden, its matter of time before MOST OF Asian countries work with SMIC
erroll jones : Your videos are amazing. You are so good thanks so much all of this information.

China's most important chipmaker SMIC could be a big winner from the

GUANGZHOU, China — Chinese chipmaker SMIC could be a beneficiary of the global chip shortage, according to one analyst, giving the firm a respite from some of the negative effects of U. S. sanctions. The chip shortage started as demand surged for consumer electronics as countries locked down to fight the coronavirus pandemic. That demand for products requiring advanced semiconductors has led to shortages in other industries like automobiles. Chips are made by companies known as foundries which do the actual manufacturing. The two leading ones are Taiwan's TSMC as well as South Korean technology giant Samsung. That means there are very few companies able to make leading edge semiconductors. But not all products, in particular in the auto industry, require the most cutting-edge chips. In fact, they need a lot of semiconductors built on older technology which is where China's SMIC could step in. SMIC is China's largest contract semiconductor manufacturer. It makes chips that other companies design. But its technology is far behind the likes of TSMC and Samsung and it is not able to manufacture the most cutting-edge components. SMIC is China's best bet at creating a rival to TSMC and Samsung and is key part of the country's ambitions to boost its domestic industry and bring some self-reliance in semiconductors. In December, the U. S. government added SMIC to an export blacklist called the Entity List. That restricts American firms for exporting technology to SMIC, a move which could hurt the Chinese firm's ability to manufacture the most advanced chips. The semiconductor supply chain and manufacturing process is complex. While TSMC, Samsung and SMIC manufacture chips, they rely on software and machinery from U. S. and European firms to do so. If SMIC can't access those tools, it becomes incredibly hard for it to catch up to rivals. For now, SMIC is able to produce semiconductors based on older technology. And that could work to its advantage because cars and other products don't require cutting-edge chips at the moment."Autos are not demanding a lot of leading edge chips. A lot are still on peripheral chips ... built on legacy nodes," Sze Ho Ng, analyst at China Renaissance said. These include chips used for power management to regulate the battery use of a device, for example. Node refers to a semiconductor manufacturing process. The most advanced is called a 5 nanometer process. But SMIC cannot produce these kinds of chips. Instead, the company is looking at 28 nanometers and above, which are much older technologies, but are good enough for many industries beyond consumer electronics. Ng said that SMIC has also been raising prices for its customers which should benefit the firm. Last month, SMIC said its revenue target for 2021 is "mid-to-high single digit percentage growth." Ng said he sees "upside" to that. The analyst has a "buy" rating and a 43 Hong Kong dollar price target on shares of SMIC listed in the city.


All data is taken from the source: http://cnbc.com
Article Link: https://www.cnbc.com/2021/03/02/china-semiconductor-maker-smic-could-be-a-winner-from-global-chip-shortage.html


#smic #newstoday #bbcnewsworld #newstodaybbc #newstodayworld #newsworld #
Astika and Carol Agung : Is possible by 2025 China can produce cutting end semiconductor chip? Meanwhile China should ramp up the production the current chip.
J Lim : chips turned to potato chips
billinsf88 : Can’t google or yahoo SMIC homepage...yikes.
John My views : 28nm correlates to steam engines in this video
Giovanny Victoria : chips hechos grafeno y baterías grafeno

Chip Wars: China's Chip Maker SMIC Expansion | Chip Shortage |Intel|TSMC|Huawei |US-China

Note: @0:35, should be 20 billion, sorry for any confusion.
U.S. semiconductor company Intel announced on March 23 that they will invest 20 billion USD to build two more chip plants in Arizona and will establish the Intel Foundry Services, a new standalone business unit to expand the company's IC foundry services. Intel's new strategy is interpreted by experts as a direct challenge to Taiwan's TSMC and South Korea's Samsung. And the more practical significance of this plan is to reduce the U.S. dependence on chip imports.
The background of Intel's announcement of this major strategic adjustment is thought-provoking. Since the trade war, the conflict between the United States and China has gradually escalated. On the surface, the confrontation between the U.S. and China has intensified in many areas such as commerce, diplomacy, and military, but essentially, the technology competition between the U.S. and China is more critical, and chips are the top priority.
On March 17, Chinese chip foundry SMIC announced an investment of 2.35 Billion USD to build a new Wafer factory in Shenzhen, and on March 18 and 19, talks between senior U.S. and Chinese officials in Alaska came to an unhappy end.
On March 18, U.S. Senator Marco Rubio and Representative Michael McCaul urged U.S. Secretary of Commerce Gina Raimondo “to apply the Foreign-produced Direct Product Rule (FDPR) to the SMIC Entity Listing.”
The sanctions against SMIC, which can be considered an escalation of the U.S.-China technology dispute, are a major move following the U.S. sanctions against Chinese technology companies such as Huawei and ZTE. The sanctions against SMIC are far more significant than those against terminal product manufacturers such as Huawei. This is because chips are vital to the industry as the entire industrial system depends on it.
The Chinese government's efforts to support the expansion of SMIC's wafer factory can be considered one of the responses to the chip shortage. Its goal is also to control chip production capacity and technology, reducing dependence on imports, while trying to break the sanctions.
The actual controller of SMIC is the Chinese government.
What about China's SMIC expansion? Can SMIC solve the problem of the "lack of chips" in China's manufacturing industry?
#ChinaChip#SMIC#Intel#Huawei#ChipWar#ChipShortage#TSMC#Samsung
ZT Pan : ARM, ASML, TSMC, Qyalcomm... are more upset about the US sanction on chop sales to China as they stand to lose tens of billion dollars in sales and development of future technology. ASML CEO has already wrote a re[port on this.
Paopaowell Pao : china growing actually very fast that fast so unexpected like a rocket soar skies so fast nothing can hold them or even try pressure on RMB china dollars all are useless nowadays their all change to RMB as main exchange to officially replace US dollars
Mari Baku Hantam : Actually this war is waging by China vs China (Taiwan)
Jim Sia : There are 270000 companies in China making chips. Not all products need 7nm chips
Jim Sia : Huawei already found other way

... 

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