Chinese semiconductor thread II

def333

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Is there any reason beside domestic chips is not as advanced as NVIDIA chips yet? I believe Alibaba and ByteDance or Deepseek would love buy a domestic alternarive if they are as good as NVIDIA, not to mention CUDA is basically what run AI nowadays.

China's top domestic AI chip designers (like Cambricon) already have chips that outperform NVIDIA's H20.
 

bebops

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New information:

The EUV prototype machine will likely begin acceptance testing around September (possibly at the national level). The acceptance process will likely extend beyond a month.
The initial production capacity of the current EUV production line is only about 1/8-1/10 that of comparable TSMC lines. Plans aim to increase capacity to half within 1-1.5 years (this refers to throughput capacity, not yield rates). Afterward, it will enter industrial pilot production.
The current phase can be understood as equivalent to the flight testing phase in aircraft development (which typically lasts 4-6 years). This will be followed by small-scale initial production ("Block 1") before achieving true mass production

Is this the EUV machine that produce 2-3nm chips?
 

tokenanalyst

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Cape Cloud and Hanbo Semiconductor's strategic partnership accelerates the implementation of domestic intelligent computing products

Recently, Cape Cloud and Hanbo Semiconductor (Shanghai) Co., Ltd. reached a strategic cooperation. Based on the core technology accumulation in the fields of GPU chips and intelligent computing hardware, the two parties will jointly promote the research and development and promotion of intelligent all-in-one machines, and accelerate the large-scale implementation of domestic intelligent computing products in key industries.

According to the agreement, Cape Cloud and Hanbo Semiconductor will jointly develop and deliver a ready-to-use, domestically produced intelligent all-in-one appliance. This product will integrate Cape Cloud's full-stack intelligent computing capabilities with Hanbo Semiconductor's high-performance GPU chips, providing a full stack of capabilities from bottom-level computing support to top-level application enablement. This product aims to meet the needs of intelligent transformation in vertical industries with cost-effective, high-performance solutions. The collaboration will feature a native precision, full-featured version of the Xinchuang intelligent all-in-one appliance, priced under 500,000 yuan, further lowering the entry barrier for industry users.

Cape Cloud has extensive experience in this field, having previously launched a number of products, including the Kaiwu Zhihe Intelligent All-in-One Machine and the Industrial Intelligent All-in-One Machine, accumulating extensive experience in R&D, production, and customization. In this collaboration, Cape Cloud will leverage its strengths to co-create vertical industry solutions with Hanbo Semiconductor and build a domestic intelligent computing, large-scale, intelligent all-in-one machine ecosystem. The two parties will deeply integrate high-performance domestic computing power with industry-specific applications to promote the efficient, convenient, and secure implementation of large-scale model technology across various verticals.

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tokenanalyst

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Jiuling Guangyu completes Series A financing, a developer of high-end semiconductor materials and optical products​


Suzhou Jiuling Guangyu Technology Co., Ltd. (Jiuling Guangyu) recently completed its Series A financing round, led by China Huijin Investment Group. This round of financing aims to support the company's R&D and production of high-end semiconductor materials and optical products, further promoting technological innovation in my country's electronic device industry.

According to information, Jiuling Guangyu was established in December 2020 and is a developer of high-end semiconductor materials and optical products. The company is mainly engaged in the research and development, production and sales of high-end semiconductor materials and optical products, and provides a series of products such as electronic special materials, optoelectronic devices, and optical instruments.

Jiuling Guangyu independently possesses all ceramic plate metallization technologies, breaking through the bottleneck technology of AMB copper-clad ceramic packaging substrates and narrowband filters, and its product performance is at the industry leading level.

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tokenanalyst

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Lianguang Yuanhe received RMB 400 million in Series A financing to support the development of innovative photonic systems​


Lianguang Yuanhe (Shanghai) Enterprise Development Co., Ltd. (Lianguang Yuanhe) recently completed a RMB 400 million Series A financing round. This round was led by its angel shareholder, Shanghai Lianhe Investment, with participation from local state-owned enterprises and funds such as Fuhua Technology and Gaoyuan Capital. Founding shareholder Gaowei Technology and existing shareholders, including Guanghehao and Weber Investment, continued to increase their holdings. This round of funding will primarily be used for R&D and product development in the communications and optical processing sectors.

In recent years, Lianguangyuanhe has deeply focused on two strategic directions: high-precision optical processing and ultra-low latency, ultra-high bandwidth optical communications. With advanced light source research and development and cross-medium photonic system design as core capabilities, it has established a comprehensive technology chain covering material engineering, specialty fiber drawing, precision lens processing, and photonic device design. Based on its independently developed, industry-leading dual-continuous white light source and plasma light source in the time and frequency domain, Lianguangyuanhe provides a variety of innovative photonic system solutions and has established strategic collaborations with leading domestic industrial groups to jointly promote the development of the photonic industry ecosystem.

Lianguangyuan's core team members hail from the Institute of Semiconductors, Chinese Academy of Sciences. They possess extensive experience in spatial light modulation, high-entropy glass materials, and plasma amplification. The company's core technologies include high-entropy glass materials, surface-coupled plasma amplification, and spatial light modulation. High-entropy glass materials enable broadband coherent radiation, supporting the development of white-light lasers. Surface-coupled plasma amplification improves the efficiency and precision of optical systems. Spatial light modulation enables flexible beam control, supporting micro- and nanoscale processing.

Lianguang Yuanhe's core products are transmissive hyperspectral imagers and continuous-wave white-light lasers. The transmissive hyperspectral imager covers transient/steady-state, energy-level lifetime, and hyperspectral analysis, and can replace traditional Raman spectrometers and UV spectrophotometers. This product can be used in applications such as material analysis, medical diagnosis, and environmental monitoring. The continuous-wave white-light laser boasts a processing accuracy of 100nm-10um, a wide-band output, and can be tuned to a single frequency with a narrow linewidth. This product can be used in MEMS micro-nano processing, 3D printing fusion manufacturing, optical communications, and other fields.


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tokenanalyst

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More lithography

China's first 100 KV domestically produced commercial electron beam lithography machine was launched in Hangzhou​


the country's first 100KV domestically produced commercial electron beam lithography machine "Xizhi" has entered the application test. Its accuracy is comparable to that of mainstream international equipment, marking that quantum chip research and development now has a "Chinese carving knife."

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At the testing site, the team at Zhejiang University's Yuhang Quantum Research Institute was bustling with activity. A machine resembling a large steel cabinet was undergoing application testing, its electronic display flashing real-time parameters. "This isn't just any machine; it's a 'nano-magic pen' capable of carving an entire city map from a strand of hair!" the team leader told reporters. Developed by a provincial key laboratory, the institute's new-generation 100kV electron beam lithography system, called "Xizhi," has officially launched on the market.

"Xizhi" is named after the calligrapher Wang Xizhi, "but our 'brush' is an electron beam, which writes circuits on the chip." The relevant person in charge of the R&D team introduced that this equipment specializes in the core links of quantum chips and new semiconductor research and development. It uses high-energy electron beams to "handwrite" circuits on silicon with an accuracy of 0.6nm and a line width of 8nm. The design can be flexibly modified without a mask, just like painting precisely on the chip with a nano-scale brush. It is particularly suitable for repeated debugging in the early stages of chip research and development.

Previously, this type of equipment was subject to international export controls, preventing top domestic research institutions such as the University of Science and Technology of China and the Zhijiang Laboratory from purchasing it. The launch of Xizhi is expected to break this bottleneck. Reporters learned that its pricing is lower than the international average, and that it has already initiated discussions with several companies and research institutions.

The success of "Xizhi" is not an isolated case; it is driven by the powerful integration of scientific and technological innovation and industrial innovation. In July of this year, a provincial-level pilot project for the integrated reform of education, science, and talent was launched at the Zhejiang University Alumni Enterprise Headquarters Economic Park in Yuhang District. Zhejiang University and the park have jointly established a highway for the commercialization of research results: enterprises in the park provide a "list of technical requirements", and Zhejiang University professors and graduate students form teams to "solve the problems", providing support from laboratory samples to mass-produced products.

In the West Chengxi Science and Technology Innovation Corridor, such integration is becoming the norm. An academician workstation has been established in the Chengtou Future Star office building, seamlessly connecting with business needs. The West Chengxi Science and Technology Innovation Corridor has consistently launched solicitations for outstanding proof-of-concept projects, paving the way for successful commercialization. Going forward, the West Chengxi Science and Technology Innovation Corridor will continue to promote the integration of new technologies, accelerate breakthroughs in hard science, and promote the efficient transformation of scientific and technological achievements into practical productivity.

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SlothmanAllen

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Is there any reason beside domestic chips is not as advanced as NVIDIA chips yet?
Just think about how complex cutting edge chips are? It took Nvidia decades to get to the position it has today, expecting Chinese companies to just pop-up with a comparable offering overnight is just not realistic.
 
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