Page 8 - Chip Making News Today

Concerns about US chip makers’ market share in China was a highlight of a webinar on the impact of the Chips and Science Act.

Some of China’s largest chip makers have scrambled to buy equipment and materials this year in anticipation of an agreement expected to escalate export controls.

Manufacturing facilities that are being constructed in the us. is the us chips act a real threat to china? i dont think the us chip act is really something that china really worries about, i think what china really worries about is the export controls. because i mean, if you look at the as chris mentioned, the tsmc arizona fab, yes, they are building what is going to be the most advanced fab in america, but when that fab kicks into mass production, the tsmcs taiwan fab already moved on to next g...

Ymtc, which is a memory chip maker based in wuhan, is one of the very few success stories in china, so the government is very much aware of that. but i think the one thing that theyre going to focus on is talent. because if you look at the export controls, one of the very damaging part is that it also bans us persons from supporting chinas advanced chip—making. and if you look at the executive of chinas semiconductor companies, a lot of them hold american passports. they are trained in the us ...

Of the semiconductor industry. but they sort of have to work with the us to have american interest to potentially defend the island in the event of chinese aggression, military aggression, towards the island. so, im not sure if that chips act is really on top of chinese leaders minds. i think in beijings mind, theyre really trying to focus on building its own semiconductor supply chain. five years down the road, i want you to tell me how small you think the chips in my phone will be and where th...

Moved on to next generation. so i think tsmc will always keep its most advanced chip—making on the island. so that makes the island indispensable to the rest of the semiconductor industry. but they sort of have to work with the us to have american interest to potentially defend the island in the event of chinese aggression, military aggression, towards the island. so, im not sure if that chips act is really on top of chinese leaders minds. i think in beijings mind, theyre really trying to focu...

Will be and where they will be produced. 0h, theyre definitely being produced in taiwan, without question. tsmc is the leading edge of advanced chip—making, right? i mean, thats why apple is having its chips being manufactured by tsmc. im not sure how small, i dont know how to count the atoms, so i cant tell you how small its going to be, but its going to be pretty small. i agree with that answer. i think the question that i set next to that one is, in ten years time, where will the most advan...

That the government has thrown a lot of money into this sector, and theyre also cognizant of that this is very capital intensive and the success rate is actually pretty low. if you look at the development of the chinese semiconductor industry in the past ten years, ymtc, which is a memory chip maker based in wuhan, is one of the very few success stories in china, so the government is very much aware of that. but i think the one thing that theyre going to focus on is talent. because if you look a...

Is actually pretty low. if you look at the development of the chinese semiconductor industry in the past ten years, ymtc, which is a memory chip—maker, is one of the very few success stories in china. so the government is very much aware of that. but i think theres one thing that sort of theyre going to focus on is talent. because if you look at the export controls, one of the very damaging part is that it also bans us persons from supporting chinas advanced chip—making. and if you look at t...

Is the us chips act a real threat to china? i dont think the us chip act is really something that china really worries about, i think what china really worries about is the export controls. because i mean, if you look at the as chris mentioned, the tsmc arizona fab, yes, they are building what is going to be the most advanced fab in america, but when that fab kicks into mass production, the tsmcs taiwan fab already moved on to next generation. so i think tsmc will always keep its most advanced c...