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Tsinghua to Build $30 Billion Memory Fab in China

1/20/2017 01:50 AM EST
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Sammy324
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Re: timing
Sammy324   1/23/2017 3:59:36 PM
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Makes me wonder too, we shall see.

Gondalf
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Re: China will get it's fab
Gondalf   1/23/2017 8:36:55 AM
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Not that USA is interested much in memory market Micron apart and Intel that builds only the memory for its own SSDs.

I think that the main topic is what will be the reaction of Samsung, the largest company in DRAMs and 3D-NANDs by a wide margin.

Looks like a battle between Asian peoples only :). All this effort and money apparently is not against USA but Korea instead and in less measure Japan. In logic the main target will be Taiwan.

We'll see what will be China proprietary technology, interesting times ahead :)

 

photonic
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Re: China will get it's fab
photonic   1/22/2017 10:25:07 PM
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It's not a failure of the US education system. It is a failure of US management.

paul.jhnson
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China will get it's fab
paul.jhnson   1/22/2017 7:00:33 PM
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The conditions are already set up. If China can't acquire, they will be in a position to develop. It might take a little longer, but it'll happen. Most semiconductor workers in the US are Chinese/Asian origin, while most US employees are nothing but decorative managers looking to protect their paycheck. It's a failure of the education system, among many other things. The top American semiconductors aren't even the technology leaders anymore - who's building the iPhone chips? R&D here has slowed down substantially. The innovation advantage that made US leadership no longer exists. It's in a stage of slow death.

Besides, China would be better off not going after the very latest technology. The latest technology in most cases doesn't make sense when you factor in economics and performance gain. The best US can try to do right now, is try to block China from getting the best equipment. But that will only slow things down a little.

And yes, having the big money, is, very much, a part of it for China. They have more people (including engineers) in China than in any other country last I checked.

photonic
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Re: China will get it's fab
photonic   1/22/2017 5:46:51 PM
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Perhaps US semi has given enough away using China for engineering for China semi to be competitive.

Gondalf
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Re: timing
Gondalf   1/22/2017 5:16:09 PM
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So in your opinion Samsung is right now a dead man walking ? :)

Gondalf
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Re: China will get it's fab
Gondalf   1/22/2017 5:13:14 PM
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Everyone can get Fabs, the question is : to manufacture what? with what technology?

I don't see the conditions to build anything of good enough versus actual top market contenders. Never heard actual Chinese semiconductor expertise is so great to manufacture really competitive DRAMs or 3D-NAND products. We all know that a pile of money means less than nothing without the human multi-decennial expertise of the engineers of actual market leaders.

A Fab is only an empty building without the right skilled product to manufacture in. They tried to have the right technology (and engineers) for money, they failed, so this announcement looks ridicule at the best. Good luck, there is a very long road ahead and top manufacturers doesn't sleep.

 

resistion
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jumping in at 20 nm
resistion   1/21/2017 12:57:03 AM
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So China must be jumping in at 20 nm for DRAM and Flash, I take it.

paul.jhnson
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China will get it's fab
paul.jhnson   1/20/2017 1:04:17 PM
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China will get the fabs one way or another, it's only a matter of time. The migration of technology has been happening for decades across the board, and it's no surprise to see China develop it's own semiconductor technology. The stalling to semiconductor industry will only make it easier for China to catch up.

resistion
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timing
resistion   1/20/2017 6:43:50 AM
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It makes me wonder if Toshiba got a whiff of this happening so they are getting out.

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