Chinese semiconductor thread II
- Thread starter vincent
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Morgan Stanley:
SMIC is impacted by a shortage of testing equipment, leading to low yield rates. Short-term advanced node capacity expansion will be challenging, and the supply of domestically produced chips is expected to remain insufficient for the next 6-12month
SMIC is impacted by a shortage of testing equipment, leading to low yield rates. Short-term advanced node capacity expansion will be challenging, and the supply of domestically produced chips is expected to remain insufficient for the next 6-12month
not true at all. SMSC expansion absolutely well on track.
this news first posted by Hing Shing Leung on twitter. then Jukan acknowledge it .. lol
both Morgan Stanley and Goldman sachs are shitty sources. these are financial service firms.
If SMIC is buying the government's share in SMIC North then their financial situation should not be that bad.
I doubt that talk about low yields in the new fabs. One easy way to disprove is to compare capacity growth with revenue growth. I doubt customers would eat the cost of low yields.
Revenue is growing faster than capacity.
I doubt that talk about low yields in the new fabs. One easy way to disprove is to compare capacity growth with revenue growth. I doubt customers would eat the cost of low yields.
Revenue is growing faster than capacity.
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Source: The Super Duper Ninja Spy that they have inside SMIC.
-Revenue in the double digits.
-Fab utilization above 90%
-Huawei selling smartphones like there is no tomorrow.
- Ren Zhengfei stating that the chip situation has stabilized.
- Cambricon another sanctioned company achieving 1000% revenue.
-Self-sufficient above 45%
-And so on.
These people haven't acknowledged that the Chinese don't like sharing information with outsiders anymore and sometimes they are plant disinfo. China's aviation and computing industries went dark around 2019.Source: The Super Duper Ninja Spy that they have inside SMIC.
-Revenue in the double digits.
-Fab utilization above 90%
-Huawei selling smartphones like there is no tomorrow.
- Ren Zhengfei stating that the chip situation has stabilized.
- Cambricon another sanctioned company achieving 1000% revenue.
-Self-sufficient above 45%
-And so on.
Xizhi Technology's wide bandgap power module production base project has been signed and settled!
According to news released by Linping, on August 21, the wide bandgap power module production base project of Xizhi Technology was signed and settled in the Linping area of Hangzhou East Intelligent Manufacturing Corridor.
The total investment of the project is about 2 billion yuan, mainly used to build a wide bandgap module production base, a new electric drive production line, a high-end industrial shell and plastic sealing production line, and an automotive power supply production line.
Suzhou Xizhi Technology Co., Ltd., officially launched on January 1, 2022, is a high-tech enterprise specializing in the research and development and production of automotive-grade wide-bandgap power and power supply modules. The company offers deeply customized automotive-grade power and power supply modules to meet the differentiated solution requirements of smart electric vehicles and solar-energy storage customers. The company utilizes third-generation SiC/GaN semiconductors, along with high-performance IGBTs. The company specializes in plastic packaging and is compatible with standard module interfaces. Through customized development, the company offers customers innovative power and power supply modules with superior performance, higher quality, and lower cost.
More now that NVIDIA overpriced chips are no there to distort the market.
Rongxin's 12-inch integrated circuit chip production line project commences with a total investment of 16 billion yuan
Zhejiang Province recently held a grand launch event for major projects in the second quarter of 2025. Among the projects launched was the Rongxin 12-inch integrated circuit chip production line project. Located in Ningbo, the project, with a total investment of 16 billion yuan, will have a monthly production capacity of 35,000 12-inch integrated circuit wafers upon completion.
Rongxin Semiconductor Co., Ltd. (hereinafter referred to as Rongxin) is the first 12-inch integrated circuit manufacturer in China to introduce market-oriented capital construction and operation, focusing on mature process (28 to 180 nanometers) and specialty processes.
In August 2021, Rongxin Semiconductor, which was established only four months ago, announced that it had acquired the entire assets of Dehuai Semiconductor Co., Ltd. (hereinafter referred to as "Dehuai Semiconductor") at an auction reserve price of 1.666 billion yuan, including factory buildings, 62 sets of equipment, 171,300 square meters of industrial land, etc.
Rongxin mainly focuses on CIS (image sensor chip), TDDI (touch and display driver chip), BCD (power management chip), display driver chip, new storage and other mixed digital and analog integrated circuit products, and has developed multiple technology process platforms. The downstream application scenarios cover industrial control, consumer electronics, digital home, mobile communications and automotive electronics, etc., and it is benchmarked against international specialty process manufacturers such as Infineon and Texas Instruments. The goal is to form a comprehensive integrated circuit manufacturing platform with a monthly production capacity of 200,000 12-inch wafers and annual sales revenue of more than 30 billion yuan by 2030.
I mean we don't know this is not true at all.
It was known for a while that yield for delete A lines are lower. It should not surprise anyone that ramping up new production lines have problems. They are doubling capacity in a year. Why would there not be problems along the way?
I mean it’s clear that SMIC has no cash issues and it always made sense to buy back the shares when they are able to do so since local govt was providing the funding to just help getting the projects off the ground