Chinese semiconductor thread II

[sunnymaxi]

Texas Instruments OPT3101 ToF Sensor
The Texas Instruments OPT3101 Time of Flight (ToF) sensors are high-speed, high-resolution analog front ends (AFEs) for ToF-based continuous wave proximity and ranging sensors

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you are comparing 2021 products with 2025.

with current geopolitical situation and advancements in domestic chips. most probably all these chips would already have been replaced.

CXMT not only producing LPDD4 now but producing in large volume, that causing other competitors to reduce prices. and this is last year news.

for MMC memory cards, there are many Chinese companies like China chip star Semi Co., Ltd , Shenzhen Changfengqi Technology Co., Ltd..
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China have caught up in Analog chips. its all about capture the market share. Chinese firms recently break the deadlock in many Analog chips and rapidly gaining customers.

some of the best local MCUs to ADCs coming from from Hisilicon.
Black Sesame & Horizon have great ADAS and edge-related products.

HiSilicon Unveils AC9610 ADC Challenging TI and ADI in High-Performance Market

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After the launch of AC9610 in March, great expectations have been generated for ultra-high precision ADCs and HiSilicon is already developing AC963X and AC962X will be launched in August, 16-bit, 125Msps (2,4,8,16 channels)

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Suzhou Xunxinwei's latest ADC analog-to-digital converter

 

[leibowitz]

Jukan is just a kid. Hasn’t even gotten his first job yet and is clearly going into financial research rather than engineering. Always read his takes with a healthy helping of salt.

100%. He's looking for a job at a hedge fund

 

[tokenanalyst]

China mostly good at digital chips like CPU and MCU but specialty analog chips, it has a way to catch up

Texas Instruments OPT3101 ToF Sensor
The Texas Instruments OPT3101 Time of Flight (ToF) sensors are high-speed, high-resolution analog front ends (AFEs) for ToF-based continuous wave proximity and ranging sensors

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Even assuming that this is not their previous 2019 designs, is not that DJI lacks options, they have options, the issue is that the Chinese government is not this all encompassing entity that Western think tanks stooges made it to be. Chinese companies can make their own procurements and design choices, maybe that is the reason China ended in that horrible predicament with export controls.
But either way is not the lack options.

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[tokenanalyst]

One of the most interesting aspect of China current Logic, Memory, 3rd Gen semis, MEMS, RF, Photonics and advance packaging capabilities, that I don't think is present in a lot of countries, and correct me if I am wrong, that outside of the very cutting edge logic nodes like 3nm, is that there are SO many options in China, so much capacity in China, that a lot of Chinese electronics companies can make costum advanced solutions at a relative decent cost.

For example a drone producer can get Mems sensors wafers from Saiwei, Logic wafers from SMIC/HLMC, DRAM wafers from CXMT and 2D-NAND wafers. And then go to JCET or any other advance packaging integrator in China and make solutions that wouldn't be possible using traditional methods.

That problem that will make Chinese companies become more propetary with their designs, pretty much like Apple.

 

[LanceD23]

you are comparing 2021 products with 2025.

with current geopolitical situation and advancements in domestic chips. most probably all these chips would already have been replaced.

CXMT not only producing LPDD4 now but producing in large volume, that causing other competitors to reduce prices. and this is last year news.

for MMC memory cards, there are many Chinese companies like China chip star Semi Co., Ltd , Shenzhen Changfengqi Technology Co., Ltd..
-------------------------------------------------------------------------------------------------------------------
China have caught up in Analog chips. its all about capture the market share. Chinese firms recently break the deadlock in many Analog chips and rapidly gaining customers.

some of the best local MCUs to ADCs coming from from Hisilicon.
Black Sesame & Horizon have great ADAS and edge-related products.

HiSilicon Unveils AC9610 ADC Challenging TI and ADI in High-Performance Market

Please, Log in or Register to view URLs content!

After the launch of AC9610 in March, great expectations have been generated for ultra-high precision ADCs and HiSilicon is already developing AC963X and AC962X will be launched in August, 16-bit, 125Msps (2,4,8,16 channels)

-----------------------------------------

Suzhou Xunxinwei's latest ADC analog-to-digital converter

View attachment 157937

Do you know any domestic supplier offer range sensing chip in 2025? ADC is only a subset of the functions required.

 

[LanceD23]

Even assuming that this is not their previous 2019 designs, is not that DJI lacks options, they have options, the issue is that the Chinese government is not this all encompassing entity that Western think tanks stooges made it to be. Chinese companies can make their own procurements and design choices, maybe that is the reason China ended in that horrible predicament with export controls.
But either way is not the lack options.

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Guess we have to wait and see if they can be adopted by DJI for the drone solution.

Or those only good enough for robots.

 

[tokenanalyst]

Guess we have to wait and see if they can be adopted by DJI for the drone solution.

Or those only good enough for robots.

These chips are widely used in a variety of consumer electronics applications, including sweepers, drones, and mobile phones, as well as in applications such as AR/VR, smart homes, and autonomous driving lidar. The company's management team comprises senior technical experts from both China and abroad with over 15 years of industry experience.

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[henrik]

Micron will stop developing mobile NAND products worldwide

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Goodbye Micron!

If confirmed Micorn will exit smartphone NAND market, leaving it to Korea (Samsung, SK) and China YMTC

After Chinese smartphone firms ditched Micron, the only potential customers remaining are Samsung and Apple, but Samsung uses its own NAND.

So Apple alone is not a good enough reason to keep the mobile NAND branch...we will see if this is finalized or Trump will make them change their mind (very possible).

He is forcing Apple to invest $600b. Some of the investment may go to micron.

 

[FairAndUnbiased]

Pardon me for my question, but will Chinese foundries capable of producing top end nodes comparable to the latest TSMC/Samsung processes once EUV machines become fully operational in 2027/2028? I've read in this thread that 3nm nodes has already been developed but is pending EUV machines to mass produce but nothing on more advanced nodes like 2nm and TSMC A14 equivalent (According to roadmaps TSMC tends to produce these by 2027).

Intel and Samsung has EUV since the beginning, even with input to ASML specs.

Samsung has <30% yield. Intel has 10%.

 

[tonyget]

Why don't the Chinese gov just ban H20，if they don't want Chinese companies to use it？

China Urges Local Firms Not to Use Nvidia's H20 Chips