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Thread: Latest on Global Foundries Chinese Fab

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    Latest on Global Foundries Chinese Fab

    This looks like a major step for the Chinese into the semi space. It looks like they will be producing 22nm chips for communications on FD SOI. It will be interesting to see how fast they progress up the ladder to compete at a state of the art level. I wonder how much IP they won't get and what attempts will be made to procure IP by any means possible, purchase or otherwise. With semis being the new steel, this is a move any country playing on the world stage must make, not only for the plant itself, but the social and technical foundation that goes with it. A broad and deep technical infrastructure is the future and any country that doesn't have at least a few will get left behind. China will have many and small countries will specialize. Any opinions and observations on if and when the Chinese will have a serious, state of the art fabs and time line would be appreciated.

    US chipmaker plans new factory in China | CIO

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    Last edited by Arthur Hanson; 1 Week Ago at 09:42 AM.
     

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    I wrote about this:

    https://www.semiwiki.com/forum/conte...eat-again.html

    The ground breaking ceremony was last week for the China foundry. I don't think I have been more optimistic for GF, absolutely.

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    Now available in print or Kindle: "Mobile Unleashed: The Origin and Evolution of ARM Processors In Our Devices"

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    Brain drain of TSMC?

    Interesting analysis of the Chinese expansion and the effects on TSMC's brains:

    TSMC will feel the pain
    So, who could possibly lose anything as a result of Globablfoundries’ latest investment?

    Government officials in China reportedly believe that Taiwan Semiconductor Manufacturing Co. will feel the pain. TSMC’s loss won’t necessarily be technology, but people, they say.

    This conclusion, however, isn’t directly tied to Globalfoundries’ Chengdu investment alone. The Chinese officials believe TSMC will suffer from the broader onslaught of fab investment in China by various parties -- including the latest by Globafoundries.

    .................................

    Do the math
    One of my sources in Silicon Valley said Chinese government officials are telling him to “do the simple math.”

    China has committed thus far well over $100 billion for semiconductor manufacturing.
    ................................
    This source estimated that TSMC today has less than 1,000 hard-core technology/manufacturing people. Certainly, TSMC possesses unmatched strength in IP. It has a lead – more than five years – over the competition, he estimated. But what if TSMC starts losing its own engineering talent?

    Assume that $1 million per head is needed in recruiting -- with incentives and bonuses. “It would only cost $1 billion to recruit 100 percent of all the headcount in TSMC,” the source said. In the bigger scheme of things, this represents only 1 percent of China’s manufacturing investment budget.


    Winners & Losers of GloFo's China Deal | EE Times


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    user nl, the real question is will customers trust the Chinese to truly protect their IP and not become their competition. Also no plant exist in isolation and a whole ecosystem is required. How long would you or your source estimate for this to happen? Samsung definitely taught Apple a lesson in who to give trust to and how much. Also, the semi sector is a rapidly moving target, with technologies having a very short half life. If one does recruit the required people, they must be put on leading edge work almost immediately or lose their value. Any additional views or opinions are deeply appreciated.

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    Quote Originally Posted by Arthur Hanson View Post
    user nl, the real question is will customers trust the Chinese to truly protect their IP and not become their competition. ....................... Any additional views or opinions are deeply appreciated.
    Arthur, just my two cents:...I do not know whether Chinese customers trust Chinese semi (foundry)manufacturers......I just observe how 'people' vote with their feet....In every segment of society the competition is about (good) people (OK maybe American politics is the exception to this rule...just kidding...). And perhaps some good Taiwanese engineers like the challenge that mainland China seems to offer the coming decade in the semi manufacturing sector......We'll have to wait and see what will happen with the competition about semi-people the coming decade.....

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