U.S. CHIPS Funding Terms Will Severely Restrict Chinese Chips Industry

[F-22Raptor]

As details about requirements for companies that receive funding enabled by the CHIPS and Science Act emerge, it's becoming clear that the act will not only boost the American semiconductors sector, but will also severely restrict investments in Chinese chips industry by companies that receive money from the U.S. government. TrendForce reports that this will have drastic effects on Chinese foundries and memory makers, who are going to lose significant market share.

Wafer fab equipment makers from the U.S. already cannot supply tools that can be used to produce logic chips with non-planar transistors on 14 / 16nm nodes and below, 3D NAND with 128 or more layers, and DRAM memory chips of 18nm half-pitch or less. But the requirements for companies getting funds under the U.S. CHIPS and Science Act mean that these firms will not be allowed to invest in any of their fabs in China. This will have a drastic effect on multinational companies like Samsung, SK Hynix, and TSMC, all ofwhom have large fabs in China and will likely apply for funding under the CHIPS and Science act.


Currently, only SK Hynix makes DRAM in China, but it is unclear what production node it uses there. Samsung and SK Hynix manufacture 3D NAND in China on their 128-layer process technology, according to TrendForce. While this node is rather competitive today, as makers ramp up 3D NAND on more advanced nodes, 128-layer 3D NAND will be considerably less competitive in terms of costs. These companies have permission to install new tools in their Chinese fabs for now, but they will not be able to upgrade their fabs in China if they receive funding from the U.S. government. That means they will have to scale down production of memory in the People's Republic.

As a consequence, says TrendForce, China's share of the DRAM market will decline from 14% in 2023 to 12% in 2025, whereas the country's share on the 3D NAND market will drop from 31% in 2023 to 18% in 2025.

TSMC has a large fab in China that produces chips on its 28nm-class technologies. The company cannot upgrade this fab to make 16nm FinFET chips. Furthermore, it will not be able to expand the production capacity of its Fab 16 if it gets funding under the CHIPS and Science Act.

Meanwhile, the U.S. government plans to further tighten its restrictions against the Chinese semiconductor sector and intends to ban imports of equipment that can be used to make chips on 28nm nodes. This will hit not only TSMC, but also SMIC.


Furthermore, TrendForce claims that some fabless chip designers will move existing and new orders to Taiwanese foundries due to client pressure and risk minimization. Foundries like VIS and PSMC, which focus on mature production nodes, have greatly benefited from this trend already, according to TrendForce. The market research firm predicts that this shift will result in significant recovery for affected foundries that are currently affected by inventory adjustments of IC designers.


TrendForce claims that to avoid geopolitical issues, numerous U.S. firms are limiting the production areas for memory and storage products and are asking foundries to relocate their manufacturing plants away from China. TrendForce anticipates a scenario where two different production areas emerge: one consisting of Chinese fabs that mainly fulfill local demand and another consisting of fabs situated outside China that serve other markets.

U.S. CHIPS Funding Terms Will Severely Restrict Chinese Chips Industry

China's share of memory markets to decline dramatically due to investments restrictions.

www.tomshardware.com

 

[Yongpeng Sun-Tastaufen]

Future computer is analog. Analog computer put the first man on the moon in 1969. Compared to digital computer, analog computer is much faster and much more accurate.

 

[nahtanbob]

Future computer is analog. Analog computer put the first man on the moon in 1969. Compared to digital computer, analog computer is much faster and much more accurate.

analog has been replaced by digital for good reason

 

[Yongpeng Sun-Tastaufen]

analog has been replaced by digital for good reason

Digital is slower and less accurate compared to analog. If you want something really fast and accurate, analog is the way to go. The first computerized flight control was analog in F-16, called fly by wire.

Why Algorithms Suck and Analog Computers are the Future - De Gruyter Conversations

Analog computers, predominant in high-performance computing until the 1970s, were forgotten when digital computers took over. We need to change that.

blog.degruyter.com

 

[nahtanbob]

Digital is slower and less accurate compared to analog. If you want something really fast and accurate, analog is the way to go. The first computerized flight control was analog in F-16, called fly by wire.

Why Algorithms Suck and Analog Computers are the Future - De Gruyter Conversations

Analog computers, predominant in high-performance computing until the 1970s, were forgotten when digital computers took over. We need to change that.

blog.degruyter.com

as you say

 

[White and Green with M/S]

Digital is slower and less accurate compared to analog. If you want something really fast and accurate, analog is the way to go. The first computerized flight control was analog in F-16, called fly by wire.

Why Algorithms Suck and Analog Computers are the Future - De Gruyter Conversations

Analog computers, predominant in high-performance computing until the 1970s, were forgotten when digital computers took over. We need to change that.

blog.degruyter.com

Digital is faster and more accurate than analog computers

Early f16 have a analog fly by wire later model of f16 uses digital fly by wire tech you paranoid

 

[Zsari]

As details about requirements for companies that receive funding enabled by the CHIPS and Science Act emerge, it's becoming clear that the act will not only boost the American semiconductors sector, but will also severely restrict investments in Chinese chips industry by companies that receive money from the U.S. government. TrendForce reports that this will have drastic effects on Chinese foundries and memory makers, who are going to lose significant market share.

Wafer fab equipment makers from the U.S. already cannot supply tools that can be used to produce logic chips with non-planar transistors on 14 / 16nm nodes and below, 3D NAND with 128 or more layers, and DRAM memory chips of 18nm half-pitch or less. But the requirements for companies getting funds under the U.S. CHIPS and Science Act mean that these firms will not be allowed to invest in any of their fabs in China. This will have a drastic effect on multinational companies like Samsung, SK Hynix, and TSMC, all ofwhom have large fabs in China and will likely apply for funding under the CHIPS and Science act.


Currently, only SK Hynix makes DRAM in China, but it is unclear what production node it uses there. Samsung and SK Hynix manufacture 3D NAND in China on their 128-layer process technology, according to TrendForce. While this node is rather competitive today, as makers ramp up 3D NAND on more advanced nodes, 128-layer 3D NAND will be considerably less competitive in terms of costs. These companies have permission to install new tools in their Chinese fabs for now, but they will not be able to upgrade their fabs in China if they receive funding from the U.S. government. That means they will have to scale down production of memory in the People's Republic.

As a consequence, says TrendForce, China's share of the DRAM market will decline from 14% in 2023 to 12% in 2025, whereas the country's share on the 3D NAND market will drop from 31% in 2023 to 18% in 2025.

TSMC has a large fab in China that produces chips on its 28nm-class technologies. The company cannot upgrade this fab to make 16nm FinFET chips. Furthermore, it will not be able to expand the production capacity of its Fab 16 if it gets funding under the CHIPS and Science Act.

Meanwhile, the U.S. government plans to further tighten its restrictions against the Chinese semiconductor sector and intends to ban imports of equipment that can be used to make chips on 28nm nodes. This will hit not only TSMC, but also SMIC.


Furthermore, TrendForce claims that some fabless chip designers will move existing and new orders to Taiwanese foundries due to client pressure and risk minimization. Foundries like VIS and PSMC, which focus on mature production nodes, have greatly benefited from this trend already, according to TrendForce. The market research firm predicts that this shift will result in significant recovery for affected foundries that are currently affected by inventory adjustments of IC designers.


TrendForce claims that to avoid geopolitical issues, numerous U.S. firms are limiting the production areas for memory and storage products and are asking foundries to relocate their manufacturing plants away from China. TrendForce anticipates a scenario where two different production areas emerge: one consisting of Chinese fabs that mainly fulfill local demand and another consisting of fabs situated outside China that serve other markets.

U.S. CHIPS Funding Terms Will Severely Restrict Chinese Chips Industry

China's share of memory markets to decline dramatically due to investments restrictions.

www.tomshardware.com

It's certainly restricting S.Korea and Taiwan chip makers as both sees their revenue sink.

 

[Yongpeng Sun-Tastaufen]

Digital is faster and more accurate than analog computers

Early f16 have a analog fly by wire later model of f16 uses digital fly by wire tech you paranoid

Digital computer suffers from combinatorial explosion. Suppose you have 10 inputs, and each input has 100 values, then digital computer needs to store 100 ^ 10 values which is extraordintarily big amount of transistors and not practical. Analog computer does not store any values.

 

[White and Green with M/S]

Digital computer suffers from combinatorial explosion. Suppose you have 10 inputs, and each input has 100 values, then digital computer needs to store 100 ^ 10 values which is extraordintarily big amount of transistors and not practical. Analog computer does not store any values.

This is wrong information you have

 

[gambit]

Digital is slower and less accurate compared to analog. If you want something really fast and accurate, analog is the way to go. The first computerized flight control was analog in F-16, called fly by wire.

I thought by now, you guys would know better and stay out of aviation issues.

Am former USAF, F-111E Cold War then F-16 Desert Storm.

The F-111E had analog flight control computers (plural): Pitch, Roll, and Yaw. The Inertial Navigation System (INS), radar, and Terrain Following Radar (TFR) were analog. The Central Air Data Computer (CADC) was analog. Basically, everything was analog. But the F-111E was not fly-by-wire and the F-111 platform was older than the F-16.

The fly-by-wire concept removed the mechanical linkages from the cockpit to the flight control surfaces. All F-111 models are computer assisted hydraulics boosted mechanical flight controls system (FLCS). The F-16 is the first FBW jet but is not the first to have flight controls computer.

You do not know WTF you are yakking about.

 

[大汉奸柳传志]

the bill is basically robbing trade secrets from TSMC Samsung and give them to US companies like Intel, not much of a concern for China