Chinese semiconductor industry

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horse

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Shouldn't the headline say after sanctions from the world sole superpower, Huawei still maintains its lead as the world number one telecoms equipment suppliers.
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Huawei may arguably be the premier electronics manufacturing company in the entire world.

On that list, a couple of companies may be ahead of Huawei in terms of revenue, but Huawei has more leading edge tech, all centered around 5G.

They also branched out into the servers, and now cars. Huawei always had their solar inverters which they are the market leader.
 

tinrobert

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@Hadoren bro please stop, I don't want any of my friend getting ban, let's not go through all this name calling and such, we all want to learn and @tinrobert had a lot knowledge and expertise to contribute, stay calm bro and peace.
Thanks for backing me up, and I see the original article was removed. I am not anti Chinese, and in fact have written several articles on China, particularly on SMIC and equipment suppliers. And the racist comment is just stupid.
 

tokenanalyst

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Integrated circuit business revenue soared by more than 800% year-on-year, Wanye's 2021 revenue released​


On the evening of March 15, Wanye announced the announcement of its 2021 annual performance and recent orders. According to the announcement, the company will achieve an operating income of 960-1.000 billion yuan in 2021, a year-on-year increase of about 3.06%-7.35%; of which the integrated circuit business has achieved operating income of more than 200 million yuan, a year-on-year increase of over 800%. Since 2022, Wanye Enterprise and its holding subsidiaries have accumulated new orders for integrated circuit equipment exceeding RMB 680 million.

In 2021, the development of the integrated circuit business of Wanye Enterprise will enter the fast lane. The low-energy large-beam ion implanter and high-energy ion implanter independently developed by the company's Keshitong have successfully passed the customer verification and completed the acceptance. In January this year, Keystone sold batches of 12-inch integrated circuit equipment to important customers, which also represents the recognition of Keystone's delivery capabilities, production capacity, technical yield, service support, and cooperation expansion by domestic mainstream fabs. At the same time, Jiaxin Semiconductor, another holding subsidiary of the company, is mainly engaged in the development and production of new 8-inch and 12-inch semiconductor equipment such as etching machines, rapid heat treatment, thin film deposition, single-chip cleaning machines, tank cleaning machines, exhaust gas treatment, and robotic arms. For the equipment remanufacturing business, Wanye will continue to build a "1+N" front-end equipment platform model through business superposition and integration to further expand its sales scale. In addition, Compart Systems, led by Wanye Enterprise, is also a global leader in semiconductor equipment gas subsystem components. It also announced the expansion of production and is committed to the localization of equipment components, which is expected to accelerate the process of domestic substitution of semiconductor core components.

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ansy1968

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From @Oldschool and from that discussion I found a post by Super Hack that SMEE SSA800 had been verified and accepted, the date is March 7, either in 2021 or 2022? But my guess it's the latter. :cool:


Oldschool

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Today at 9:47 AMNew

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Oldschool

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Today at 9:52 AMNew
华为被证实28纳米芯片已量产!
近日,B站up主狐宫牧铃爆料,称京东方蜂巢排列的AMOLED屏幕已经正式投产。该屏幕将采用京东方与华为合作的HW&BOE AMOLED Drive芯片,分别有8bit色、10bit色、12bit色三种版本,初期将投产8K 60Hz、4K 120Hz、2K 165Hz、1K 144Hz四种分辨率/刷新率的屏幕。
据悉,HW&BOE AMOLED Drive是一颗采用28nm国产工艺生产的触控芯片,由华为海思进行设计,并已在荣耀Magic V上投入使用。
这说明目前国内已经有至少一条去除美国技术的28纳米芯片生产线!华为芯片逐步复产!这意味着华为活下来已经不是问题!因此,华为官方才宣称2022年要有质量地活下来!「财经」「股票」

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super hack
03-07Weibo
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SMEE's domestic 28NM lithography machine was accepted and delivered this year. In theory, 14nm chips can be manufactured through technical solutions.
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ansy1968

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And since we love Huawei so much from the post provide by @Oldschool in that thread I browse a post by Stock Road Sweeper detailing the progress done by Huawei, I've had a post speculating that the latest Huawei monitor may used a 40nm chips produced In house by Hisilicon, I maybe wrong BUT the force is strong on this one.

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1.7M views2 months ago


Stock Road Sweeper
2021-12-11Weibo
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Huawei insisted on the road of self-research, and the results have gradually become prominent. Huawei's Wuhan 40 nm chip production line has been fully put into production, and the EDA tools and 40 nm process developed by HiSilicon have also been completely de-beautified. Counting Huawei, but unexpectedly this is the beginning of the nightmare!
Many people may say that TSMC has entered the 3nm era, we are still 40nm , the difference is 108,000 miles, in fact, you underestimate the 40nm autonomous technology ! At present, the world is still facing a tense situation of chips, but it mainly focuses on mature processes below 50 nm . The localization of 40 nm
has the following significance for China's semiconductor discovery: 1. The 40 nm process is fully autonomous, which has accumulated valuable experience for the autonomy of the 28 nm , 14 nm, and 7 nm processes in the future. Now China's lithography machine has reached 28 nm , and it is expected to be completed by the end of the year. It can be realized. After the breakthrough of the domestic 28nm lithography machine in the next step, the 28nm chip process can also be completely autonomous.
2. Huawei plans to achieve localization of 20nm next year, which means that Huawei will complete 28nm technology autonomy next year .Chips are in great demand in the Internet of Things, such as Huawei's autonomous driving technology, 5G applications, notebook CPUs, etc. Huawei's Hongmeng system is about to be released. This is an important step in the development of the Internet of Things, and it also means that under the promotion of Hongmeng , the demand for IoT chips will further increase!
3. At present, Huawei 's 28nm chip inventory is very sufficient. Two years later, according to Huawei's plan, it has already achieved 28nm autonomy. At that time, the US plan to suppress Huawei will be declared a complete failure. The only impact is the chips used in high-end mobile phones, and these will also be a matter of time for our country! Most of Huawei's other businesses will be completely free from the restrictions of the United States, which also means that Huawei will become stronger and stronger!
u=683023395,783429287&fm=70&app=69&size=r3,2&n=0&g=8n&f=JPEG




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european_guy

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Integrated circuit business revenue soared by more than 800% year-on-year, Wanye's 2021 revenue released​


On the evening of March 15, Wanye announced the announcement of its 2021 annual performance and recent orders. According to the announcement, the company will achieve an operating income of 960-1.000 billion yuan in 2021, a year-on-year increase of about 3.06%-7.35%; of which the integrated circuit business has achieved operating income of more than 200 million yuan, a year-on-year increase of over 800%. Since 2022, Wanye Enterprise and its holding subsidiaries have accumulated new orders for integrated circuit equipment exceeding RMB 680 million.

In 2021, the development of the integrated circuit business of Wanye Enterprise will enter the fast lane. The low-energy large-beam ion implanter and high-energy ion implanter independently developed by the company's Keshitong have successfully passed the customer verification and completed the acceptance. In January this year, Keystone sold batches of 12-inch integrated circuit equipment to important customers, which also represents the recognition of Keystone's delivery capabilities, production capacity, technical yield, service support, and cooperation expansion by domestic mainstream fabs. At the same time, Jiaxin Semiconductor, another holding subsidiary of the company, is mainly engaged in the development and production of new 8-inch and 12-inch semiconductor equipment such as etching machines, rapid heat treatment, thin film deposition, single-chip cleaning machines, tank cleaning machines, exhaust gas treatment, and robotic arms. For the equipment remanufacturing business, Wanye will continue to build a "1+N" front-end equipment platform model through business superposition and integration to further expand its sales scale. In addition, Compart Systems, led by Wanye Enterprise, is also a global leader in semiconductor equipment gas subsystem components. It also announced the expansion of production and is committed to the localization of equipment components, which is expected to accelerate the process of domestic substitution of semiconductor core components.

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Very important news. Kingstone (
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) according to my knowledge is the only Chinese producer of the very critical and strategical ion implantation equipment, currently strongly in US hands (AMAT, Axcelis). I know there is some prototype-like machine developed by CETC, but Kingstone is the only one with a "production" machine. Please correct me if I am wrong.

Ion implantation machine is considered one of the most crucial pieces of equipment, after lithography. It would be very interesting to know for which node (28nm?) has it been validated and sold.
 
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