SMIC

What is SMIC, China’s big chip manufacturer, doing right now? According to the US, sell them to Iran for the war

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The war in Iran continues. On the one hand it is said that it is almost finished, but on the other we have the shipment of thousands of American paratroopersmore calls for support and one sided offensives and from another. But in almost any conflict, not only those in the countries involved come into play, but also the allies. And the United States has leveled a pretty serious accusation against China: SMIC is selling chips to Iran. Well, “almost certainly.” SMIC in the spotlight. Semiconductor Manufacturing International Corp the great Chinese semiconductor foundry. Included in the blacklist of the United States government along with Huaweihas managed to develop advanced chips in record time. They have not only challenged everything the US thought they could dobut that association with Huawei and the country’s push for the technology industry have made it one of the spearheads of China’s technological sovereignty. That SMIC has been able to manufacture advanced chips when it was denied access to cutting-edge technology is something that upsets the US government, which reiterated the sanction and keeping the company on the blacklist for alleged ties to the Chinese government. And the latest accusations are not going to relax the tension. ANDUSA says yes. SMIC makes chips and obviously sells chips. And the United States claims that they are supplying technology to Iran. a few days ago, Reuters published an article in which it included two statements by “two senior officials in the Trump Administration” that suggested that Beijing, perhaps, is not staying as far away from the Iran war as they would have us believe. In the article they state that SMIC has been sending chip manufacturing tools to the Iranian army. This raised questions about Beijing’s stance in the conflict, with officials noting – on condition of anonymity – that the company began shipping the tools about a year ago and that they have “no reason to believe shipments have stopped.” A year ago, the United States was not at war with Iran, and China has long maintained a normal trade situation with Iran. US officials note that, in addition, “they have almost certainly also technically trained Iran on semiconductor technology.” And let’s remember that these chips are in everything: from routers to missiles. China says no. The Reuters article does not give any further information or details on whether Iranian tools that included US technology have been confiscated –something that does occur in other conflicts– and neither the Chinese embassy in Washington, SMIC or an Iranian spokesperson at the UN responded to requests for comment. Who has left Lin Jian, the spokesperson for China’s Ministry of Foreign Affairs, spoke out and did not hesitate to classify the report as “false information.” He accused certain media outlets of launching self-serving news and then classifying all reports as “false information.” On this issue, China has been caught between two waters, first condemning the assassination of Ayatollah Ali Khameini by the Israeli and US forcesbut also expressing his rejection of the Iran attacks on Gulf states that house US bases. Back in focus. Beyond Iran, the United States accusations are part of an operation that began a few years ago. The veto of Huawei marked the beginning of the current trade war between China and the United States, but it also marked China’s ‘awakening’ in technological matters, quest for sovereignty and a technological war that branched into chips, robotics, energy, communications, artificial intelligence and in the military arm. SMIC is the large Chinese manufacturer that defied US vetoes by managing to manufacture the chip of the Huawei Mate 60 Pro before whom The US authorities could not believe and, if they manage to demonstrate that they are involved in supporting Israel when China is not actively participating in the conflict, they will have more reasons to intensify the vetoes and sanctions. And all this is framed in a current situation in which Trump and Xi Jinping will meet in a few days to discuss international relations and where the purchase of American technology by China is expected to be one of the points of the day, with NVIDIA very interested in biting a piece of the $50 billion pie that the Asian giant represents. Images | Ballistic Missile, ASML In Xataka | While the US bombs Iran, something unusual has happened: drones attacking the nuclear bases in North Dakota

SMIC is the Chinese TSMC and sums up all investment in AI

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The semiconductor industry has pressed the panic button. Unlike the chip crisis of 2020the new one has not been caused by a ‘perfect storm’ and has a first and last name: artificial intelligence. The push for this technology and the rampant construction of data centers has caused a stock out of all computer components. And if the world’s leading companies have been caught on the wrong foot, the Chinese ones are no exception. To the point that SMIC has confirmed the lean times. The Chinese industry has activated “crisis mode.” Crisis (don’t bother…). At this point, introductions are unnecessary. The RAM market is broken because the main players (Samsung, Micron and SK Hynix) have focused on creating memory for data centers. The reports point to an NVIDIA that would ‘pass’ on launching consumer GPUs this year because you need all possible wafers to create GPUs focused on AI. And after the SSD price risethe following can be the processors. A few days ago, a report from Reuters noted that Intel and AMD were beginning to notify Chinese customers to sit tight for new shipments of server CPUs. Because we always talk about NVIDIA as if it were the only one that creates components for data centers, but the chips Threadripper from AMD and Xeon from Intel are key parts of servers. According to Reuters sources, AMD has warned of an increase in delivery times from eight to ten weeks. And if we look at an Intel whose sales in China represent 20% of its general income, they point out that the price of the fourth and fifth generation Xeons are being rationed and, in addition, increasing the price by 10%. As with other components, they are not enough. From hope to victim. From Reuters they point out that AMD hopes that its relationship with TSMC will allow it to maintain the supply chain. The problem is that TSMC has to be working hard to supply all its customers. NVIDIA is putting pressureQualcomm also needs its premium range mobile processors this year and they are the ones that make Apple’s processors. SMIC -Semiconductor Manufacturing International Corp- is the main Chinese semiconductor company. It is the one that in recent years has gained prominence defy US restrictions and provide high-performance chips to Huawei. It is also the great hope, together with Huawei itself, to develop a GPU that can cope with NVIDIA. Zhao Haijun is the co-CEO of SMIC and has come forward to be anything but reassuring. Double reservation. SMIC is winning more money thanks to demand, but production capacity is limited, to the point that he considers that the industry has entered “crisis mode.” “Customers are hesitant to place orders because no one knows how many memory chips will be available and, therefore, how many orders for phones, cars or other products they will be able to build,” stated to investors. In fact, analysis from Counterpoint reflect this crisis with a figure: 2.5%. This is what would have lowered the shipping forecast for Honor, OPPO and Vivo phones for the coming months. That leads manufacturers to book with multiple suppliers, something Zhao has compared with the “double booking” behavior that can be seen on an airline. “If one airline is fully booked, passengers will immediately book another, making total bookings appear inflated even though actual demand has not increased proportionately.” In essence, if the production capacity is limited, but the companies that need chips reserve several suppliers that draw from the same source, it seems that the demand is beastly, although, in reality, this is not so much the case. The result is the same: the system collapses. Car-free highways. The note of the double reservation is not the only pearl that Zhao has left. It is evident that, whether they can handle the demand or not, it is good for SMIC because Chinese companies eager for chips to develop their AI (of which They don’t stop releasing new models) are purchasing components for their data centersand the executive commented that “no one has really thought about what exactly those data centers will do, but companies would love to build the total capacity of the next 10 years in just one or two years.” “It’s like building train stations and high-speed highways even if there aren’t that many cars that need them yet” – Zhao Haijun Three billion dollars. But it’s about being there, having a place at the table where the conversation that, they hope, will shape the future is being defined. American Big Tech plans burn more than 650 billion dollars this 2026 alone, a brutal increase if we take into account that the investment was 400,000 million in 2025. But if we look at the global estimate, with Alibaba, Bytedance or Tencent in the equation, the estimate is three trillion dollars for the next five years. Crisistunity. In the face of crisis, opportunity. We have already commented that AMD, Intel or NVIDIA they are saturated. Also Samsung, SK Hynix and Micron on the memory boat, and in that scenario is where there are certain companies that can begin to carve out a space for themselves at an accelerated pace. SMIC is one of them, satisfying the demand of local customers, but memory manufacturers such as CXMT or YMTC that They had never painted anything in the conversationyou have a chance. We already know that PC manufacturers such as Asus, Dell or HP are considering buying CXMT memories and that Lenovo has already started to do so. And it is not only a window for Chinese companies: Intel has an adventure with the Japanese SoftBank to stand up to Samsung and its HBM4 memories. And even ByteDance would be working on your own AI chip. The problem is the same one we have been talking about for a long time: no matter how much they increase production and no matter how much new players appear, they are all playing in the same game, that of allocating most … Read more

Huawei will manufacture its Kirin X90 for PC using the 7 Nm of SMIC

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Huawei and Smic work side by side and intensity since they get it The US sanctions to China. Together they have managed to manufacture 7 Nm semiconductoras, for example, the soc Kirin 9000s of the Mate 60 Prousing an integrated circuit production technique known as Multiple patterning. This strategy in broad strokes consists in transferring the pattern to the wafer in several passes with the purpose of increasing the resolution of the lithographic process. His problem is that he usually has an upward impact on the cost of chips and the decline in production capacity, although it works. These two Chinese companies have been forced to use the Multiple patterning in your teams of deep ultraviolet lithography (UVP) because the prohibitions of the United States and the Netherlands prevent the Dutch company Asml from selling their machine their machines in Chinese extreme ultraviolet photolithography (UVE). The latter allow to produce more advanced semiconductors than UVP equipment. Huawei and SMIC seem blocked in the 7 nm lithography A little over a year ago, in February 2024, the newspaper Financial Times said having had access to the statements of two experts who defended that SMIC was finalizing the refinement of their semiconductor manufacturing processes in their UVP machines. Its purpose, according to this source, was to have the necessary technology to manufacture Integrated 5 nm circuits Massively before the year 2024. For SMIC and its clients, among which Huawei is, this would be a very important achievement. The triple folding of Huawei, one of its most ambitious proposals, reuses a 7 nm soc However, Huawei’s 5 NM socates have not yet appeared. The chip Kirin 9010 which has happened to the 9000S model is also being manufactured in the 7 NM SMIC node using the technique of Multiple patterning. We can find this soc, for example, in Huawei’s new triple foldingthe mate ultimate design, which We have tried Just two weeks ago at the Mobile World Congress in Barcelona. It is evident that the last smartphones of this company would have been wonderful to have a 5 -nm Soc. And to his GPU Asce for artificial intelligence (AI) too. But there is even more. According to Digitimes Asiathe CPU for PC Kirin X90 that will produce Huawei with the purpose of consolidating an alternative to Intel and AMD chips will also be manufactured in the 7 Nm node. In these circumstances it is reasonable to conclude that, for the moment, Huawei and SMIC are stuck in this integration technology. This is a big problem for China because it does not have the necessary technology to produce avant -garde semiconductors comparable to those who manufacture Intel, AMD or Qualcomm, among other western alignment companies. The great hope of the country led by Xi Jinping is having as soon as possible Your own UVE photolithography teamsand it seems that they are close. In fact, as we tell you last week, A filtration has revealed that Huawei is already testing a prototype of one of these machines. If this information is finally confirmed and China has its commercial UVE machines in 2026 will have taken a crucial step in its pulse with the US. Image | Hiilicon More information | Digitimes Asia In Xataka | TSMC acknowledges that it has been considered taking its factories out of Taiwan. It is impossible for a good reason

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