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China

No Evidence That China Can Make Advanced Chips 'at Scale,' US Says (bloomberg.com) 112

Commerce Secretary Gina Raimondo said she was "upset" when China's Huawei released a new phone with an advanced chip during her visit to the country last month but noted that the US has no evidence China can make those components "at scale." From a report: "We are trying to use every single tool at our disposal to deny the Chinese the ability to advance their technology in ways that can hurt us," Raimondo testified at a congressional hearing Tuesday. The Commerce Department's Bureau of Industry and Security this month opened an investigation into Huawei's phone and the "purported" 7-nanometer chip, made by China's Semiconductor Manufacturing International Corp, which was discovered in a teardown of the handset that TechInsights conducted for Bloomberg News. It is unclear whether SMIC has approval from Commerce to supply Huawei, which has been blacklisted by the US. Raimondo said she won't comment on any active investigations, but that the Commerce Department will investigate every time it appears a company may have violated US export controls.
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No Evidence That China Can Make Advanced Chips 'at Scale,' US Says

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  • by sxpert ( 139117 )

    Let the americans believe stuff...

    • Re:Good on China (Score:4, Informative)

      by myowntrueself ( 607117 ) on Tuesday September 19, 2023 @03:32PM (#63861012)

      Let the americans believe stuff...

      There's also no evidence the USA can make advanced chips at scale (by themselves).

      • Fair but the USA also doesn't have a knowledge or partnership problem. TSMC and others are more than happy to build fabs here, there are no meaningful restrictions on the USA , chip designers like Apple, Intel, AMD, Qualcomm, NVidia are all USA based and important suppliers like ASML are free to sell to companies in the USA.

        Given a lack of restrictions I would safely imagine China would also have no real issues either but in the case of USA the only things that would stop chipmaking at scale is political w

        • Fair but the USA also doesn't have a knowledge or partnership problem.

          It should be noted that the US is a latecomer to the game of placing restrictions and embargoes on Chinese chip making. Taiwan has been wary of China for decades already and has long had many rules about what TSMC and other Taiwanese companies can and cannot do in China in an attempt to keep leading edge technology away from China. Unfortunately for Taiwan and TSMC, rules about bribery and enticement are easier to legislate than to enforce. China doesn't have a lot of friends, but it has a lot of money,

      • Technically the US can make advanced chips and at massive scale, but we don't have a way to package them. We put them on a boat and ship them to Taiwan to be packaged.

        I feel like China maybe isn't capable of manufacturing these chips in 2023. But I think 18 months or less is all it would take if they are serious about acquiring the capability. Perhaps less if a convenient opportunity to invade Taiwan presents itself.

        • Comment removed based on user account deletion
        • Re:Good on China (Score:4, Interesting)

          by UnknowingFool ( 672806 ) on Wednesday September 20, 2023 @01:28AM (#63862242)

          But I think 18 months or less is all it would take if they are serious about acquiring the capability. Perhaps less if a convenient opportunity to invade Taiwan presents itself.

          Then you would think wrong. With current technology, it requires using EUV machines which only one company in the world makes, ASML. Before sanctions, China secured two machines. It remains to be seen the existing working condition of those machines with no assistance or parts from ASML. TSMC has dozens of ASML EUV machines per node by comparison. Acquiring enough EUV without sanctions would have been difficult as there is a long waiting list.

          China has touted that they can use exiting and older DUV technology to make chips; however, those were for comparatively simpler chips. Adapting DUV to make 3nm and smaller would require years of R&D at a minimum. 18 months for research and implementation of research is not likely.

          • by jon3k ( 691256 )
            Even five nanometer would require octuple-patterning from what I understand, which is absolutely not realistic at scale. Their failure rates at 7nm are already 50% and the costs are estimated to be 30-35% higher to produce 7nm DUV vs 7nm EUV. But to your point, this is absolutely a dead end for China. The only real next step is acquiring, or building (good luck!) EUV machines. (Source [edn.com] and Source [nextbigfuture.com])
      • Only true if you consider cost as a limiting factor.

        If money is no object, the answer is a definite yes, we can.
    • by khchung ( 462899 )

      Let the americans believe stuff...

      What else can Raimondo say? "The sanctions placed on my watch were completely useless and now had the opposite effect"? Or "That was my most shameful moment in my life, we lost"? Not unless she did not mind losing her job.

      I think the projected sales of the new Huawei Mate60 is something like 30-40 million in the first year? If a few dozen million chips a year is still not "at scale", I am not sure where in the world can produce chips "at scale".

  • as it buried its head back in the sand.
    • as it buried its head back in the sand.

      The fact that people still believe that they do this just shows how gullible they are.

      • I doubt the commenter meant it literally.

        What's really wild about human behavior is it is not hard to run into people who swear to have personally seen an ostrich do this.

        • by ceoyoyo ( 59147 )

          All the ostriches I've run into have all glared at me with a "step out of line and I'll kill you" look, even the supposedly tame ones. I can only imagine that the idea they were timid came from someone that's never seen one up close.

          • Sounds like typical dinosaur behavior. Geese and swans also have little black hearts filled with murderous intent. Geese are less dangerous theoretically, but the psychologically the amount of malice they radiate should not be underestimated.

  • These so-called "indigenous" chips are all licensed from USA firms like MIPS (Longsoon), VIA (Zhaoxin), and AMD (Hygon).

    • by kriston ( 7886 )

      Note that VIA's two architectures are from USA firms.

    • by sxpert ( 139117 )

      note that China doesn't really give a hoot about imaginary property

    • by AmiMoJo ( 196126 ) on Tuesday September 19, 2023 @04:11PM (#63861134) Homepage Journal

      AMD started by licencing Intel designs, Intel currently licences AMD64.

      Everyone licences ARM.

      China does have home grown designs. Not just CPUs, they have GPUs as well. Gamers Nexus reviewed them recently. They are very much a first generation product, only play certain games that are popular in China properly, but they are improving fast too.

      • You can also get unlicensed ARM and MIPS in China. RISC-V is potentially an attractive architecture when it comes to licensing. But that architecture is not going to be displacing anything "advanced" any time soon.

      • by mjwx ( 966435 )

        AMD started by licencing Intel designs, Intel currently licences AMD64.

        Everyone licences ARM.

        China does have home grown designs. Not just CPUs, they have GPUs as well. Gamers Nexus reviewed them recently. They are very much a first generation product, only play certain games that are popular in China properly, but they are improving fast too.

        I suspect like many of China's other "home grown" high tech industries they are highly dependent on importing huge parts of it in from the west. The C919 airliner is largely using US and European components (I.E. Honeywell, Thales, GE/Safran/RR for engines) and assembled in China, their high speed trains are European and imported in CKD (Complete Knock Down) kit.

        The idea that China is going to overtake the west is as ludicrous as the notion that the US is the bestest at everything.

        Russia has tried for

        • by AmiMoJo ( 196126 )

          Keep telling yourself that. Meanwhile, here's Huawei's self driving car coping well with chaotic Chinese traffic and blocked intersections: https://youtu.be/yGfpi7TOZ78 [youtu.be]

          I'm sure it was all stolen from Waymo/Tesla, despite somehow being better than their tech. Note that it's not just the self driving software, they have low cost, high performance LIDAR that they developed too.

  • Why Huawei's 7nm Chip Isn't a Big Chinese Breakthrough [youtube.com]. I found his analysis to be informative.
  • but why listen to the Commerce Secretary? There are industry sources that are better-able to comment on the situation than her.

    • by cusco ( 717999 )

      But she's the official spokescritter for the US government, she could never be wrong, could she? /sarcasm

  • Never underestimate China's ability to steal technology from US firms!
    • Yeah, they're stealing technology so fast that Huawei somehow was able to implement 5G networks first in the world.

      • by znrt ( 2424692 )

        easy, first you steal the schematics for the time machine, then you just download everything else from the future.

    • by cusco ( 717999 )

      Your meme is a bit outdated. China graduated more engineers and scientists last year than the rest of the world combined, and they also filed more patents than any other country. The days when China copied foreign firms are rapidly passing, the US is soon going to be copying Chinese designs.

      • Or we'll continue to buy them as we've been doing for some time. We'll only have to smuggle them in and copy them when they stop selling to the US
      • China graduated more engineers and scientists last year than the rest of the world combined

        Hmm, I'm not sure that is true. It's hard to find consistent numbers, but India also produces a large number of college graduates each year. China and India each produce more college graduates each year than the US. However, it's not clear how well China and India are able to utilize those graduates and how much those graduates contribute toward each country's economy and scientific advancement. China has been having great challenges finding employment for its most recent graduates, and India's economy

      • Half the people I work with on VR at Meta are Chinese, and we are partnering with a Chinese company that does good work but we have to go out of our way to avoid giving them proprietary information. I suspect I know more about keeping IP from the Chinese than you do.
    • Never underestimate US companies abilities to steal from Chinese companies. Don't act as if the US is any better. They even need to put sanctions in place because they are getting behind, and reality is, most of the chips designed aren't even designed by americans, but asians and europeans working for US companies.
  • Of me being right. Trade wars don't contain whole economies, they inspire them to go around any barriers we try to erect. And with bad blood to boot. Governments never learn. This 'containment' of tech via sanctions is the silliest stupidest idea governments have tried since plowing crops under ground in order to 'stimulate' the economy.
    • by cusco ( 717999 )

      "One thing that we learn from history is that our leaders rarely learn anything from history." - historian Barbara Tuchman in 'The March of Folly'

    • by znrt ( 2424692 )

      the government is just a tool for a bunch of hyper rich motherfuckers that run this planet. once you realize that simple fact, a lot of really weird stuff suddenly makes a lot of sense. it's a miracle we aren't extinct already. or a curse, not sure.

  • How is 7nm Chinese chip is going to hurt USA? But 10nm will not?

    • It hurts our feelings.

    • Comment removed based on user account deletion
    • by ceoyoyo ( 59147 )

      You might want to buy a phone with a 7 nm chip in it, but you'd probably choose a competitor over one with a 10 nm chip.

      • Considering Apple's newest phone uses 3nm A17 chips and their last 7nm phone CPU (A13) was 4 years ago, it is not likely people can will get new Apple phones with 7nm much less 10nm chips (iPhone 8's A11). On the Android side, Samsung last flagship that used a 10nm chip was the Galaxy S9 (2018) and the last 7nm phone was the Samsung Galaxy S20 (released 2020). People can buy phones with 7nm chips but the CPUs are getting very old and 10nm chips are ancient in CPU age.
        • by ceoyoyo ( 59147 )

          Most people don't buy flagship phones. The market for the non-bleeding edge is pretty big, and pretty lucrative for a rising country like China.

          Yes, the US seems to be determined to deny China not only the high end market but also the middle. Or maybe they just want everyone to have no choice but to use American or Korean phones. For reasons.

          • Please show me which phones are using 4-5 year old processors. Even Apple has upgraded their entire line such that the oldest CPU is the A15 which is 2 years old. As for non-bleeding edge in China, you are aware that sanctions would prevent most phone CPUs from entering the country even 7nm and 10nm right?
            • by ceoyoyo ( 59147 )

              Lol. I'm not going to go and look up CPU processes by phone to find you examples. Google "Samsung S20" (one of your examples) and you'll find lots for sale.

              • Lol. I'm not going to go and look up CPU processes by phone to find you examples.

                So you made a statement and will not provide evidence when asked. Got it.

                Google "Samsung S20" (one of your examples) and you'll find lots for sale.

                And I can find the original iPhone (2007) for sale online too if your criteria is to ignore sales of NEW phones. By that criteria, can alter your statement like this: "You might want to buy a phone with a 7 nm chip in it, but you'd probably choose a competitor over one with a 90 nm chip."

  • Although neither is hand-wringing and self-flagellation. Real competitors don't compete with the other team, they compete with themselves alone.

    We know that, but sources like Gloomberg love undermining their alleged audience.
  • I still do remember the report few years back that showed how several microchip server boards have been modified in such a way that minuscule spy chips rely information to China. As far as I know, it was all fantasy at the time and nobody else confirmed that claim yet. It is hard to build trust once you lost it.
    • by ceoyoyo ( 59147 )

      Are you sure you weren't thinking of this [theregister.com]?

      Or maybe this? [theguardian.com]

      • That was a 2018 Bloomberg report claiming inner layer buried spy chips in Super Micro motherboards. No evidence was given, only claims and hearsay.
        • by ceoyoyo ( 59147 )

          Seems about right. I'm sure China is doing some of this stuff, but they seem to be much better at it since the evidence usually amounts to "secret intelligence assessment says." On the other hand, the US and American companies get caught red handed over and over.

  • "We are trying to use every single tool at our disposal to deny the Chinese the ability to advance their technology in ways that can hurt us,"

    Concerns about human rights, industrial espionage, etc are just a sideshow. The REAL goal is simply to keep Chinese people down.

    Let that be a warning to India, and upstart African countries. The US will intentionally cripple you if you dare try to improve to unacceptably high living standards.

  • She is an idiot. Or at least a liar.

  • Common man will love China as long as it produces High Quality@Reasonable Price https://archive.is/tiqb8 [archive.is]

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