3 ms·

I'd like to learn more about how they've been sabotaged. What happened?

by ijidak 5mo ago

deleted 5mo ago
[deleted]
joe_mamba 5mo ago
Google US semiconductor sanctions on China. Basically US (and allies pressed by US) aren't allowed to export their most cutting edge semiconductor tools and materials to China, so China can only make chips using older-gen tools on older process nodes than western-aligned competitors. The other part of the sabotage is that western companies then have restrictions on what chips they're allowed to buy from China. IDK if RAM chips are also on that list.
- joshuaissac 5mo ago
  > IDK if RAM chips are also on that list. Apple cancelled their deal with YMTC (Chinese RAM company) after the US sanctioned the latter. I don't know whether that is directly because of the sanctions, or indirectly (e.g. if Apple thought sanctions would hamper YMTC's ability to supply the goods), but they have had the same effect. https://www.lightreading.com/business-management/chinese-chipmaker-courted-by-apple-faces-risk-of-us-sanctions https://www.lightreading.com/business-management/chinese-chi... https://www.business-standard.com/article/international/apple-halts-its-plan-to-use-chips-from-china-s-ymtc-say-reports-122101700771_1.html https://www.business-standard.com/article/international/appl...
- spunker540 5mo ago
  I dont know if trade sanctions counts as "sabotage" but point taken.
  - FireBeyond 5mo ago
    Well it kinda counts as self-sabotage now, at least in effect. We shot ourselves in the foot so China couldn't compete as easily.
- NavinF 5mo ago
  Is any of that relevant to RAM? Half the DRAM is non-EUV and pretty much all DRAM has been stuck on 10nm for the last decade
- HFguy 5mo ago
  That isn't "sabotage". Those are export restrictions. China also runs adverse competitive industrial policies (e.g., industrial spying, flooding markets). Not making value judgment here. You have quite the post history BTW.

I'd like to learn more about how they've been sabotaged. What happened?

by ijidak 5mo ago

I'd like to learn more about how they've been sabotaged. What happened?

deleted 5mo ago

[deleted]

joe_mamba 5mo ago

Google US semiconductor sanctions on China. Basically US (and allies pressed by US) aren't allowed to export their most cutting edge semiconductor tools and materials to China, so China can only make chips using older-gen tools on older process nodes than western-aligned competitors. The other part of the sabotage is that western companies then have restrictions on what chips they're allowed to buy from China. IDK if RAM chips are also on that list.

joshuaissac 5mo ago
> IDK if RAM chips are also on that list. Apple cancelled their deal with YMTC (Chinese RAM company) after the US sanctioned the latter. I don't know whether that is directly because of the sanctions, or indirectly (e.g. if Apple thought sanctions would hamper YMTC's ability to supply the goods), but they have had the same effect. https://www.lightreading.com/business-management/chinese-chipmaker-courted-by-apple-faces-risk-of-us-sanctions https://www.lightreading.com/business-management/chinese-chi... https://www.business-standard.com/article/international/apple-halts-its-plan-to-use-chips-from-china-s-ymtc-say-reports-122101700771_1.html https://www.business-standard.com/article/international/appl...
spunker540 5mo ago
I dont know if trade sanctions counts as "sabotage" but point taken.
- FireBeyond 5mo ago
  Well it kinda counts as self-sabotage now, at least in effect. We shot ourselves in the foot so China couldn't compete as easily.
NavinF 5mo ago
Is any of that relevant to RAM? Half the DRAM is non-EUV and pretty much all DRAM has been stuck on 10nm for the last decade
HFguy 5mo ago
That isn't "sabotage". Those are export restrictions. China also runs adverse competitive industrial policies (e.g., industrial spying, flooding markets). Not making value judgment here. You have quite the post history BTW.