News stories of interest from silicon strategies:

300mm - SMIC


Employers: The companies I've worked for and the skills I have.

SIL missionary, why Christianity is still western imperialism. Yet amidst the cultural destruction, there is message of hope.

30 years West, 30 years east. - Living on the other side of the ocean, to create balance.
An engineer trapped in a Missionary's body.

Reasons - My own thoughts on what I might want to do with my life.

What not to do. More ponderings on the missions movement.

CCFC - The church I currently Attend

contact me at:
justin (@) deepdrift dot com


GyozaQuest is a non profitable site,


Originally I wrote "China stands to change the geopolitical balance in all of Asia."

Yet the it is much more than that. People write that it is changing the political balance of the entire world, and that this is the century where it will take it's place as a superpower in the world.

To work out there is to think you are on the frontier for amazing things. Some have described. It is where Silicon Valley was in the early 1990's.

The business attitude out there as described in a recruiting brochure "China has joined the WTO, many are coming to Shanghai to take part. Come join the festivities."

Independance Day in China - October 1,1949 - PRC Established in Beijng by Communists.

I used to think that I would be part of that, I looked at the semiconductor manufacturers out there and saw what appeared to be future filled with fortune, and career prospects.


As China emerges as an economic powerhouse, what are the implications to the rest of the economies in the reigion, in particular in my own industry, there's a lot of fear.

"What China is doing is replicating the industrial world at a lower price," writes Andy Xie, a Hong Kong-based economist for Morgan Stanley in a commentary on the mainland's economy.

And China is doing that with help from U.S. companies, which, taking something of an if-you-can't-beat-em-join-em approach, are investing heavily to help China become a world force in everything from automobiles to computers, and from pharmaceuticals to aerospace.

Chinese semiconductor manufacturers.

Grace Semiconductor (GSMC) and SMIC are probably the best known, most advanced Chinese semicondutor companies. It's hard to tell which one is going to win this race. Especially trying to look at how things are shaking up from press releases.

Grace Semiconductor Manufacturing Inc (GSMC)

Currently running 0.15um. 0.13um pending (licensed from either LSI logic, or Freescale), delayed until mid 2006.

At present, Grace has one fab, dubbed Fab 1A, which is an 8-inch plant capable of 27,000 wafers a month. The company has not equipped the other portion of the plant, dubbed Fab 2B. Grace also has a 300-mm fab on the drawing board, but that plant will not be constructed for some time, according to analysts. (October 4, 2005)

Grace is well known for some of its high profile connections. In the U.S., it has reportedly agreed to pay $2 million for consulting services from semiconductor neophyte Neil Bush, the younger brother of President George W. Bush. In China, one of Grace's founders is Jiang Mianheng, the son of former Chinese President Jiang Zemin, and in Taiwan, its other founder is Winston Wang, scion of a powerful petrochemical magnate.

Semiconductor Manufacturing International Corp (SMIC) Shanghai, Beijing (proposed)

Founded by Richard Chang - Currently claimed to be ramping up 0.90um process.
Most of my sources indicate that they're the most advanced fab in China. However...

Advanced Semiconductor Manufacturing Corp. (ASMC) Shanghai

Originally Philips Semiconductor Corporation of Shanghai.
Currently has 3 fabs, one 8-inch fab, minimum linewidth 0.25 um. 5000 wafers per month. In total has 3 fabs, mostly 5" and 6"

TSMC Shanghai (8" Fab under construction in Shanghai)

The big dog.

Shanghai Hua Hong NEC Electronics Co. Ltd -

A joint venture between the Chinese government and NEC Corp. of Japan. Currently there are rumors that it will merge with Grace (GSMC)

Other Semiconductor Related - Companies working out there

Shanghai Simgui Technology Co. Ltd (Epitaxial, bare wafer up to 150 mm) A spin off of the government lab.

Memsic Inc., a developer of CMOS-based microelectromechanical systems (MEMS) accelerometers and sensors that spun out from Analog Devices Inc. in 1999 Wuxi

Huawei Technologies Ltd., China's leading networking equipment company and leading Telecommincations company. They've linked with Siemens

Vimicro Corp, design house.

The Legend Group - This is the Dell computer of China. PC Alley - China's Silcon valley -


Originally written 3/26/2003

Updated 2.20.03