First on the list of broken choke-holds is High speed Analog-to-Digital Converters (ADCs) Essential in RF, oscilloscopes, monitoring & control, software testing & digital imaging. A $30B mkt growing toward $50B & controlled by TI & ADI. This is the crown jewel of Analog chips
See below for Wassenaar Arrangement guidelines for ADC & DACs. Chart provides better visual overview. Basically, nothing over 1.3GSPS for 8-bit resolution, 600MSPS for 10-bit, 400MSPS for 12-bit, 250MSPS for 14-bit & 65MSPS for 16bit+.
Now, China really need high speed ADCs for the development of its 5G/6G telecom, THz communication & commercial satellites. It expects $6.5B mkt size just in telecom by 2030 + Industry 4.0/automation, oscilloscopes & MRI machines & military mkt for radar signal conversion.
I was first made aware of China's efforts in ADCs earlier this yr when Hisilicon came out w/ a leading 24-bit resolution ADC @ 2MSPS sampling that was comparable in performance to ADI’s AD4630-24. https://www.ctol.digital/news/... era of uncontested dominance for ADI & TI in ADC is over
Subsequently, I was made aware of the much large 8 to 14 bit mkt that ADI/TI dominated w/ various 28-65nm process analog chips that allowed sampling frequencies of 1-10GSPS. In order to compete, China needs to be able to fab 28nm analog chips well. SMIC only got there recently.
Once SMIC got good w/ the entire 28nm product line, domestic chip designers like CEC worked w/ them to design advanced 8-bit ADC. HWD08B64GA1 came out in 2024 & smashed records w/ 64GSPS sampling & has started production & delivery. See the difference w/ new chip @ 20 GHz.
They are not the only one. Acela Micro also in came out w/ a 8-bit 56 GSPS ADC recently. China always seems to have multiple competitors once the tech & supply chain is ready for it.
In June of this yr, CEC made further news by coming out w/ a 16GSPS 12-bit 4 channel high speed ADC. This would support 10GHz wide band. It is actually internationally leading in performance.
Things did not stop there. CEC came out w/ an even better ADC just 3 months later. This was like the previous one, except that it is now capable of 40GSPS sampling! Using 2 allows 80GSPS, which allows 19 GHz analog input bandwidth, covering multi-band HF signals like Ku-band.
There are many applications that would require converting from analog to digital signals at up to 19GHz, but I will just use this diagram of the following RF MMIC to show how critical ADC is @ taking amplified+filtered waves & converting them to 0s & 1s for digital processor.
In fact, if you think about anything that needs to go from physical world to digital world, it would need such a converter. The higher sampling you can do, the higher freq band you can go. The higher bit, the better resolution you get & more accuracy in this conversion.
And China is dominating another technology class, one that was supposed to have inherent western advantages . Open link to source article https://www.nytimes.com/intera...
Chinese firm Gotion’s plans for battery plant in US abandoned, days before Trump meets Xi Brilliant.... https://www.scmp.com/news/us/e...
From friend - current US in late Qing malaise Flooded with opioids Closed to foreign trade Navy rotten to the core Government in paralysis Misuse of military funding Governors ignoring central orders Throwing birthday parties for the emperor Fixing up imperial gardens
2019 HW entity listing was start of US/China tech war. It was further ramped up in Oct 2022 & then in 2023 & 2024 by Biden. Many wonder why China did not react harder until recently? I will write a series of threads to explain China progress over past few yrs & why it waited so



















