Chinese semiconductor industry

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tokenanalyst

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DJI invests in Zonghui Xinguang, which is an optoelectronic semiconductor high-tech company​

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A few days ago, Changzhou Zonghui Xinguang Semiconductor Technology Co., Ltd. changed its investors, adding a number of shareholders such as Shanghai Feilai Information Technology Co., Ltd.

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According to the information on Qichacha, Shanghai Feilai Information Technology Co., Ltd. is mainly engaged in technology development, technology transfer, technical consultation, technical services, exhibition services, conference services, avionics equipment, and automation control equipment in the field of computer information technology. , Wholesale of civil aircraft, computers, software and auxiliary equipment, and import and export of goods and technologies, and DJI holds 100% of its shares.

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According to the data, Zonghui Xinguang is a semiconductor product developer and is committed to providing users with high-power and high-frequency vertical cavity surface emitting laser (VCSEL) solutions. It mainly develops and produces VCSEL chips, devices and modules. Applications include 3D perception, virtual reality, augmented reality, autonomous driving, biomedical sensors, and high-speed optical communications.


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gelgoog

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Russia has 145 million people. That is more than enough to support sales for a semiconductor product.
Any semiconductor which sells ten million units is considered to be wildly successful. Even if 1/10th of the population buys it this would be enough to make huge profits.
 
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HereToSeePics

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gelgoog said:
Russia has 145 million people. That is more than enough to support sales for a semiconductor product.
Any semiconductor which sells ten million units is considered to be wildly successful. Even if 1/10th of the population buys it this would be enough to make huge profits.
Click to expand...

1. Projected global chip oversupply glut in 2-3 years
2. Russia sanctioned from buying semiconductors from western companies
3. China has large captivated customer base who can only buy from them, minimizing any oversupply issues for Chinese fabs.
???
Profit!
 
FairAndUnbiased

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dengyeye said:
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With Russia barred from Samsung and TSMC, could China utilize Russia as a dumping ground for its burgeoning semiconductor equipment and chips?
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Absolutely. We should build up Russia the way US built up Germany and Japan. This isn't 100% charity or just helping a friend in need, it is vital to the success of China's semiconductor equipment industry.

Chinese SME manufacturer lack market. Bottom to top. Even down to components like precision beds and light sources. We can make them but only small companies buy them.

Russia's problem is they not only need chips but they need their own fab too. But they're still using obsolete old tools. They might even just want a modernized version of say a KrF tool with high productivity for 110-250 nm, or ArF dry etch for 65-90 nm.

China can do that right now! As for where Russia gets the money? Sell oil/gas, metal resources and license jet/turbine IP to China in exchange for EU level (independent fabs but not US/China equipment level) semiconductor independence. Russia would be wise to take the offer.

Should China worry about Russians taking Chinese market? No, they know they can't compete in export consumer electronics, this is for their domestic supply. Because of this their fabs will also never have enough capacity, and they'll go to SMIC for surge capacity (export products to CIS) anyhow.

Win win. Russia gets assured supply of old chips, Chinese equipment manufacturers increase market share, and introduce Russian fabless companies to Chinese fabs.
 
FairAndUnbiased

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HereToSeePics said:
1. Projected global chip oversupply glut in 2-3 years
2. Russia sanctioned from buying semiconductors from western companies
3. China has large captivated customer base who can only buy from them, minimizing any oversupply issues for Chinese fabs.
???
Profit!
Click to expand...
Not just Russian. Entire CIS goes where Russia goes. China has a chance to rope entire CIS into Chinese tech ecosystem with Russia as the Germany/Japan equivalent to China's US.
 
56860

56860

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FairAndUnbiased said:
Absolutely. We should build up Russia the way US built up Germany and Japan. This isn't 100% charity or just helping a friend in need, it is vital to the success of China's semiconductor equipment industry.

Chinese SME manufacturer lack market. Bottom to top. Even down to components like precision beds and light sources. We can make them but only small companies buy them.

Russia's problem is they not only need chips but they need their own fab too. But they're still using obsolete old tools. They might even just want a modernized version of say a KrF tool with high productivity for 110-250 nm, or ArF dry etch for 65-90 nm.

China can do that right now! As for where Russia gets the money? Sell oil/gas, metal resources and license jet/turbine IP to China in exchange for EU level (independent fabs but not US/China equipment level) semiconductor independence. Russia would be wise to take the offer.

Should China worry about Russians taking Chinese market? No, they know they can't compete in export consumer electronics, this is for their domestic supply. Because of this their fabs will also never have enough capacity, and they'll go to SMIC for surge capacity (export products to CIS) anyhow.

Win win. Russia gets assured supply of old chips, Chinese equipment manufacturers increase market share, and introduce Russian fabless companies to Chinese fabs.
Click to expand...
Would it be technically possible to enforce SME sales as preconditions to gas deals? I mean Russia isn't exactly in a position to negotiate. We should absolutely make the most of the current geopolitical situation.
 
FairAndUnbiased

FairAndUnbiased

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dengyeye said:
Would it be technically possible to enforce SME sales as preconditions to gas deals? I mean Russia isn't exactly in a position to negotiate. We should absolutely make the most of the current geopolitical situation.
Click to expand...
Absolutely. If they want to sell gas (they do) and they want to escape foreign dependence on semiconductor (they do) then Russia is going to have to buy either Chinese semiconductors or Chinese semiconductor equipment. That's just the way it is. If they buy Chinese semiconductors, then it has to be made with Chinese domestic SME anyhow.

So either way China wins. The only problem would be if Russia surrenders but then we have bigger problems at that point.
 
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