At Yole Group, we have followed the semiconductor industry for more than 25 years and have developed significant technical and market expertise in this area. We analyze the innovations and business opportunities to anticipate industry changes. Last week, we published significant analyses on the memory business and its Chinese ecosystem. We also covered chiplet technologies, advanced packaging platforms, and the multiple benefits for each application…
Jean-Christophe Eloy President & CEO, Yole GroupLess than 1% of all semiconductors in China are at the industry’s top end and are subject to U.S. controls. The rest are less advanced, or “mature,” semiconductors found in everyday consumer electronics and cars.
Less than 1% of all semiconductors in China are at the industry’s top end and are subject to U.S. controls. The rest are less advanced, or “mature,” semiconductors found in everyday consumer electronics and cars.
These technologies are “the vast majority” of the business. Those chips, largely untouched by the Biden administration’s October controls, are now seeing a surge in investment… And for the advanced nodes, the top 2 Chinese memory makers, YMTC and CXMT, are investing with Chinese semiconductor equipment makers to develop in China an adapted front-end tool for their current and future needs…
Get a comprehensive view of today’s technical issues and understand tomorrow’s changes with Yole Group’s analysts:
U.S. focuses on invigorating ‘Chiplets’ to stay cutting-edge in tech
By Don Clark for the NEW YORK TIMES – Chiplets, a way to design chips for higher performance, has become a key prong of U.S. industrial policy. But pushing for more of this activity domestically is challenging.
For more than 50 years, designers of computer chips mainly used one tactic to boost performance: They shrank electronic components to pack more power onto each piece of silicon…. Full article
De-Americanize’: How China Is Remaking Its Chip Business
By Chang Che and John Liu for NEW YORK TIMES – Seven months after Washington unveiled tough curbs, Chinese companies are doubling down on homegrown supply chains and drawing billions in cash from Beijing and investors.
Last October, construction plans for a hulking semiconductor factory owned by a major state-backed company in central China fell into disarray. The Biden administration had escalated the trade war over technology, severing China’s access to the Western tools and skilled workers it needed to build the most advanced semiconductors… Full article
Chiplets: Why now?
By John Lorenz, Yole Intelligence – The idea of a multi-chip product has been around for some time, for the purposes of achieving a higher functioning system made up of smaller components. We have the mainframe CPU IBM 3081, introduced in 1980, for instance. This was made up of multiple chips, packaged separately, and integrated onto a larger substrate.
However, the vast majority of processors we encounter have been of the monolithic variety, where all the functions of the processor exist on one piece of silicon… Full article
Semiconductor memory: China’s ambition shows no signs of slowing down
By Simone Bertolazzi, Yole Intelligence – The semiconductor memory industry has long been a strategic priority for China’s economic development. Chinese companies purchase more than 30% of the NAND and DRAM products manufactured by global IDMs, while China’s self-sufficiency in memory is currently estimated to be below 15%… Full article