Friday, November 20th 2020
Samsung 14 nm Chip Orders from China Surge
Chinese IC designers have been left without reliable silicon manufacturers for some time now, as the US administration has imposed a ban on all Chinese manufacturers. That resulted in them having to gain the approval of the US administration to use any US-made technology for the production of Chinese goods. In light of that situation, Chinese clients have begun searching for a new place to manufacture their silicon. According to the report from DigiTimes, their sources indicate that Chinese clients are supposedly having an increased interest in Samsung's silicon manufacturing. The company has seen a surge in chip orders for its 14 nm node, with a report saying that Chinese customers are looking at even larger nodes as well.
This is quite an interesting situation and we have to wait and see how much of Samsung's total silicon manufacturing revenue will the Chinese clients contribute. That specific information should come in any of the next earnings calls if the company chooses to disclose it.
Source:
DigiTimes
This is quite an interesting situation and we have to wait and see how much of Samsung's total silicon manufacturing revenue will the Chinese clients contribute. That specific information should come in any of the next earnings calls if the company chooses to disclose it.
11 Comments on Samsung 14 nm Chip Orders from China Surge
If China company uses technology that is patented in US, it must apparently ask US if it can use it beforehand.
Same goes for non-China companies, that want to provide materials/know-how/technology for China based/owned companies.
There is only so many ways you can make a thing, if all the ways are patented to hell and back - you are stuck to paying licence fee(s), and buckling when gov. body of contry bans exporting such tech to certain places.
There are a ton of foundries in the US. There's one right up the highway from me in fact, a TI foundry. Most chips are not made on 7nm, 14nm, or even 32nm for that matter. It's mostly much larger nodes.
I think China's real problem though is that they don't have many sub 32nm fabs.
For curiosity I counted the number of known fabs operating in the USA.
93 fabs.
Counted 76 in China.
This is what's happening :
"Separately, Texas Instruments halted shipments Sept. 14 to Huawei Technologies Co. to remain in compliance with U.S. restrictions on supplying the Chinese company. Huawei accounted for about 2% of Texas Instruments revenue in the third quarter and the U.S. company is assuming that will go to zero in the current period. "
www.dallasnews.com/business/local-companies/2020/10/20/texas-instruments-forecast-suggests-chip-demand-on-the-rebound-for-cars-electronics/
It is about patents, design tools, design libraries and similiar essential stuff related to this area. And probably bunch of political-economical-kindalikestuff.