A large proportion of Chinese descent in world top chip companies, But you may have discovered the proportion of leaders of global semiconductor companies from mainland China is very low. Why?
Tag: SMIC
How is SMIC after US embargo?
SMIC after US embargo, forced to use DVU, SMIC adopted the N+2 process and was able to produce advanced AI chips for China withou EUV. The yield rate of Ascend 910C made by SMIC has increased from 20% a year ago to 40% that can make money.
165 billions investment proved TSMC moat and competitiveness is fragile
Anyone who believes TSMC moat or competitiveness is a day dreamer. Once US takes action, investors will know whether TSMC has a wide enough corporate moat or competitiveness.
TSMC is becoming the lord of semiconductor packaging, in addition to foundry
TSMC’s semiconductor packaging-related financial revenue indicators at the third quarter of 2024 are as follows: In the second quarter of 2024, packaging business-related revenue reached US$2.4 billion. In the third quarter of 2024, revenue related to the packaging business reached US$3.2 billion, a quarterly increase of 36%. CoWoS packaging production capacity will double in 2024.
Semiconductor packaging market is undergoing fundamental changes
The more they enter the high-end process, these traditional global semiconductor packaging and testing plants (OSAT) gradually show their weaknesses – they are no longer able to enjoy the previous advantages in the field of high-end semiconductor process.
Rapidus will be TSMC’s strongest rival in the near future
Rapidus is a chip foundry supported by the Japanese government. It has been given only one mission–to revitalize Japan’s semiconductor industry, which was once the world’s number one but was strangled by the United States.
Mong-Song Liang, the hero of SMIC’s breakthrough in US blockade
Almost all Taiwan’s media circles label Mong-Song Liang a traitor, which I really disagree with. History will give Mong-Song Liang a fair justice. He is the biggest contributor of Samsung’s 14nm, SMIC’s 20nm, 14nm, 7nm, 5nm and beyond
The evil power, How did Japan, Alstom, Toshiba, Via, HTC and Taiwan’s panel industry collapse ?
Power contry basically does not allow any country in the world to lead it. It only allows US to set fires, but does not allow others to light lamps.
TSMC gets emerging and serious challenges
TSMC gets serious crises, there is only one major crisis for TSMC in the future, and that is “geopolitics”. And I personally think the situation is very bad for TSMC
The gap between China and US, is all China-made software and hardware possible?
The technology gap between China and US, On 5/6/2022, there was a news report that Beijing ordered central government agencies, state-owned enterprises and government-related enterprises or institutions to replace the currently used foreign brand computers with domestic equipment.