SMIC is state owned enterprise
Chinese semiconductor industry
- Thread starter Hendrik_2000
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@antiterror13 Sir IF I may, there are Eight reason, Let me explain, First it's purely business with Huawei funding the FAB and they operate it earning commission along the way, 2nd helping Huawei you had gain a Big Customer, 3rd other Chinese company may encourage to do the same to secure a stable supply of chips ,4th collaboration with Huawei may help SMIC in their R&D effort in other tech field like 3D stacking, 5th a JV ensure both players to be competitive, 6th a major expansion means higher growth, there is huge demand to reach the goal of Made in China 2025 a major investment push is needed. 7th SMIC main goal is to compete with TSMC , adding Huawei it may have a chance to do so and finally the 8th Gov't directive with state support.
It is SMIC's business model. They operate chip factories for someone else. Typically this is local governments which want to have a chip cluster to increase advanced manufacturing in their area. SMIC takes care of getting the fab to work and operate it on behalf of the local government. Going from that to doing it for a company like Huawei would not be much of a stretch I think. Then again I also heard other rumours like Huawei were not getting help from SMIC but HLMC (which also has 14nm FinFET) or one of the government labs. So who knows really.
- ACM Research, Inc. (ACM) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging applications, today announced that its preliminary unaudited revenue for the full year 2021 is expected to be in the range of $255 million to $260 million. This would represent annual growth of 63% to 66% and would be above the high-end of the guidance range provided in ACM’s third quarter 2021 earnings release issued on November 4, 2021. Furthermore, ACM anticipates its preliminary total shipments for the full year 2021 to be in the range of $365 million to $370 million. This would represent annual growth of 101% to 103%.
ACM also announced that it expects revenue for the full year 2022 to be in the range of $345 million to $385 million, which would represent annual growth of 33% to 51%. This expectation assumes, among other factors, stability with respect to the global COVID-19 pandemic and US-China trade policy. The range of ACM’s 2022 outlook reflects, among other things, various spending scenarios for the production ramps of key customers, the absence of unexpected disruptions in ACM’s supply chain, and the timing of acceptances for first tools under evaluation in the field.
“We expect another year of strong growth in 2022 as we execute on our mission to become a major equipment supplier to the global semiconductor industry,” said Dr. David Wang, ACM’s President and Chief Executive Officer. “We anticipate solid growth from our top customers, incremental contributions from new customers and continued ramps in newer products, including our Ultra C Tahoe, ECP map, ECP ap, and Ultra Furnace products. We intend to support our long-term growth objectives by introducing innovative new products and expanding our existing product offering, which we project will result in a meaningful increase in our R&D intensity to more than 17% of revenue in 2022.”
ACM plans to release its fourth quarter and full year 2021 financial results, including total shipments, in late February 2022. The 2021 results included in this press release are preliminary. Actual fourth quarter and full year 2021 results are subject to the completion of ACM’s year-end financial closing procedures, and full year 2021 revenue results are subject to review and audit procedures by ACM’s independent registered public accounting firm.
ACM also announced that it expects revenue for the full year 2022 to be in the range of $345 million to $385 million, which would represent annual growth of 33% to 51%. This expectation assumes, among other factors, stability with respect to the global COVID-19 pandemic and US-China trade policy. The range of ACM’s 2022 outlook reflects, among other things, various spending scenarios for the production ramps of key customers, the absence of unexpected disruptions in ACM’s supply chain, and the timing of acceptances for first tools under evaluation in the field.
“We expect another year of strong growth in 2022 as we execute on our mission to become a major equipment supplier to the global semiconductor industry,” said Dr. David Wang, ACM’s President and Chief Executive Officer. “We anticipate solid growth from our top customers, incremental contributions from new customers and continued ramps in newer products, including our Ultra C Tahoe, ECP map, ECP ap, and Ultra Furnace products. We intend to support our long-term growth objectives by introducing innovative new products and expanding our existing product offering, which we project will result in a meaningful increase in our R&D intensity to more than 17% of revenue in 2022.”
ACM plans to release its fourth quarter and full year 2021 financial results, including total shipments, in late February 2022. The 2021 results included in this press release are preliminary. Actual fourth quarter and full year 2021 results are subject to the completion of ACM’s year-end financial closing procedures, and full year 2021 revenue results are subject to review and audit procedures by ACM’s independent registered public accounting firm.
Founded in 2002, Shenyang Xinyuan Microelectronics Equipment Co., Ltd. is a national high-tech enterprise initiated by the Shenyang Institute of Automation, Chinese Academy of Sciences. It specializes in the research and development, production, sales and service of transistor production equipment and is committed to providing customers with electricity The overall solution of crystal equipment and process.
Xinyuan Company is located in Hunnan District, Shenyang City. The company covers an area of 20,000 square meters and has set up a professional integrated circuit process development and testing laboratory as well as a transistor equipment production and assembly workshop. Through years of scientific and technological accumulation, innovation and improvement, Xinyuan has formed an independent intellectual property system; it has 212 authorized patents, including 159 invention patents. As a leading domestic manufacturer of high-end transistor equipment, Shenyang Xinyuan Co., Ltd. has developed a complete set of products such as gluing machine, developing machine, glue spraying machine, de-gluing machine, wet etching machine, and single-chip cleaning machine. The scientific and technological system and rich product series can be tailored according to the user's technological requirements. The products are adapted to customer requirements of different process levels and are widely used in transistor production, high-end packaging, MEMS, LED, OLED, 3D-IC TSV, PV and other fields. It can meet the 300mm front-end manufacturing process and the 300mm advanced packaging thick glue process.
Shenyang Xinyuan continuously undertakes the national 02 major science and technology project "Very large-scale integrated circuit manufacturing equipment and complete process" project. Relying on the support of major national special projects, Xinyuan will accelerate the improvement of the enterprise's innovation capabilities and product complete capabilities, and use advanced and reliable products and High-quality service wins the trust of customers, provides customers with advanced transistor equipment, becomes a global semiconductor equipment leader, and promotes industrial technology progress.
Xinyuan Company is located in Hunnan District, Shenyang City. The company covers an area of 20,000 square meters and has set up a professional integrated circuit process development and testing laboratory as well as a transistor equipment production and assembly workshop. Through years of scientific and technological accumulation, innovation and improvement, Xinyuan has formed an independent intellectual property system; it has 212 authorized patents, including 159 invention patents. As a leading domestic manufacturer of high-end transistor equipment, Shenyang Xinyuan Co., Ltd. has developed a complete set of products such as gluing machine, developing machine, glue spraying machine, de-gluing machine, wet etching machine, and single-chip cleaning machine. The scientific and technological system and rich product series can be tailored according to the user's technological requirements. The products are adapted to customer requirements of different process levels and are widely used in transistor production, high-end packaging, MEMS, LED, OLED, 3D-IC TSV, PV and other fields. It can meet the 300mm front-end manufacturing process and the 300mm advanced packaging thick glue process.
Shenyang Xinyuan continuously undertakes the national 02 major science and technology project "Very large-scale integrated circuit manufacturing equipment and complete process" project. Relying on the support of major national special projects, Xinyuan will accelerate the improvement of the enterprise's innovation capabilities and product complete capabilities, and use advanced and reliable products and High-quality service wins the trust of customers, provides customers with advanced transistor equipment, becomes a global semiconductor equipment leader, and promotes industrial technology progress.
Sou
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Startup Funding: December 2021
Chinese startups dominated last month’s fundraising, with companies from the country comprising about two-thirds of those covered in this report. In addition to the number of companies, startups from China also drew significant amounts of funding, with a display driver company and an EV battery maker each garnering around $1B and six more companies seeing rounds over $100M.Two particularly active areas for investment were display drivers and power semiconductors, with several companies planning to build new fabs to expand power semi manufacturing capacity. Plus, AI acceleration, a new EV brand, and a company providing autonomous solutions to the military enters the commercial market. For December 2021, we take a look at 94 companies that collectively raised more than $5B.
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