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China Defends Big Chip Bet

Huali, AMEC execs share their views
1/12/2017 09:44 AM EST
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masher
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Re: CHINA DEFENDS BIG CHIP BET
masher   1/18/2017 3:22:03 PM
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If the White house really has concerns about China buying American semi comapnies then why did the US government regulators just approve the sale of Qualcom/NXP/Freescale  Standards Product Division (SPD) which is the entire Freescale LDMOS line of RF devices to JAC which is owned by the Chinese government?

 

See this link and scroll down to > Even More Acquisitions

http://www.allaboutcircuits.com/news/nxp-in-2017-autonomous-vehicle-security-and-the-smallest-8-pin-logic-ever/

 

China will soon own the rights and the Fabs of Freescale semiconductor with plans to close the majority of the fabs in the US this year and layoff thousands of Freescale/NXP workers in the US.

This explains why the majority of the Freescale FAE's are no longer available, they were either layed off or resigned.

This is the majority of the RF LDMOS products used in almost every public safety radio, military radios used by numerous US agencies , American made Avionics radios, NEXT Gen radio equipment for the FAA, broadcast transistors,  Cellular base station devices you name it if has anything to do with RF power then china will soon own it all.

Last I knew even Trumps Tweets require some kind of RF infrastructure to get from point A to Point B and most of the Rf components will be owned by China's JAC this year.

ubm112211
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Re: Stuck at 28nm
ubm112211   1/16/2017 8:46:53 PM
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here is his linkedin profile. feel free to connect.

https://www.linkedin.com/in/sychiang?authType=NAME_SEARCH&authToken=Lq4Q&locale=en_US&srchid=2295876381484617496544&srchindex=1&srchtotal=1&trk=vsrp_people_res_name&goback=

rick merritt
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Re: Stuck at 28nm
rick merritt   1/16/2017 1:08:32 PM
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@ubm112211  The TSMC EVP could be a good source for stories in the future. Please send him my contact info and ask if he would be willing to contact me.

rick.merritt@aspencore.com

resistion
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Re: Stuck at 28nm
resistion   1/13/2017 11:59:58 PM
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I think they would assess how many nodes to skip.

ubm112211
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Re: Stuck at 28nm
ubm112211   1/13/2017 9:20:34 PM
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ignorant. the land /real estate price at china's major cities are in the same range as manhattan. who want build a factory beside manhattan?

on the other hand , the real reason is simple, transformation of economy, with infrastructure construction close to complete. there is vast over supply in the area of steel, cement, construction etc.

they need to find new area to invest and digest all these human powers.

 

 

baybal
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Re: Stuck at 28nm
baybal   1/13/2017 8:31:04 PM
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A rarely mentioned side to this story is that party's interests here are not to make Chinese semi industry commercialy succesful, it is to assure that China will maintain the semi tech access in an event of war. This is also the reason for that seemingly irrational geographical placement of their investment bets, like a waffer fab in the middle of nowhere deep inland

ubm112211
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Re: Stuck at 28nm
ubm112211   1/13/2017 6:30:02 PM
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on this part you never know. they just hired a former TSMC EVP maybe to handle this. If tsmc can fix it why smic can't? In the long term the real threat to them should be the low efficiency of their govt. the govt are mostly underpaid and have less interest to put their heart on such kind of tasks.

ubm112211
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Re: Please verify the figures for Semiconductor import & export to China
ubm112211   1/13/2017 6:22:54 PM
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those iphones are assembled in export control zones. technically their parts are not considered 'imports'. there is no tariff for them. only when it enters chinese market it's considered 'imports'.

rick merritt
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Re: Please verify the figures for Semiconductor import & export to China
rick merritt   1/13/2017 5:59:09 PM
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Yes, it's my understanding the trade deficit counts chips imported for products assembled there like iPhones.

Interestingly one economist at the event suggested we seriously fail to account for value when we tally the numbers on an iPhone made in China and sold in France. This effect is sometimes used to explain why U.S. productivity increases remain low despite the proliferation of PCs and smarthones.

chipmonk0
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Please verify the figures for Semiconductor import & export to China
chipmonk0   1/13/2017 5:27:47 PM
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does n't this include chps and components brought into China for assembly into systems for foreign brands like Apple and then reexported ? could you please verify

otherwise we are only propagating yet more self serving disinformation

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