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
Advanced Semiconductor Manufacturing Corp. (ASMC)
Originally Philips Semiconductor Corporation of
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
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
Vimicro Corp, design house.
The Legend Group - This is the Dell computer of China.
Alley - China's Silcon valley -
Originally written 3/26/2003