Chinese semiconductor industry

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european_guy

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tokenanalyst said:

China OSAT growing advanced packaging capability​


Having hired R&D talent from Huawei's HiSilicon, China's leading OSAT Jiangsu Changjiang Electronics Technology (JCET) has been developing its flip-chip(FC) packaging, 2.5D IC, and other advanced packaging R&D and manufacturing capability.

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We say: "A big tree that falls let a forest of small trees to grow"

You can ban a company, but the most important assets of a high tech company, it's R&D people, cannot be banned, and they will spread and will help many other companies to grow.

At the end banning Huawei will be an error in hindsight, because of:

1) The spread of high qualified and well experienced talent across China market

2) In the smartphone arena, it is healtier for China market to have a number of medium sized, focused companies, than a super-heavy weight, with interest in hundreds of different fields, that dominates the market. It's like US made some kind of anti-trust job for China...free of charge :)

3) Huawei has been forced to reinvent itself in fields far from consumer markets: software, autonomous driving, semiconductor manufacturing. If Huawei produces chips and AI systems instead of smartphones this can only be good for China. Maybe not for Huawei revenues, but looking at the global picture, revenues of a single company are not as important as the revenues and health of the total China high-tech sector.
 
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tokenanalyst

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Nanda Optoelectronics: The company has built two ArF photoresist production lines with a total production capacity of 25 tons​


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NTU Optoelectronics asked investors on the investor interaction platform "whether the second production line of the 193nm photoresist project has been completed, whether it will be put into production, and if it is not completed, when will it be expected? Completion” and other inquiries responded that the company has built two ArF photoresist production lines with a total production capacity of 25 tons.

In addition, regarding the construction progress of the NTU Phase III project in Ningbo Xingang Town, NTU Optoelectronics responded that the factory has been completed.

It is understood that NTU has been focusing on the technical research and development of key semiconductor materials for many years. With years of independent research and development and practical accumulation, it has mastered MO sources, high-purity ALD/CVD precursors, hydrogen-based electronic special gases, fluorine-containing electronic special gases, The core technology of key electronic materials such as ArF photoresist has successively undertaken the national 863 plan MO source full-series product industrialization project and a number of national "02 special" projects, overcoming many technical problems. The research and development of semiconductor materials requires the guidance and drive of high-end technical talents and industry experts. The price awarded by this incentive plan will help the company to attract and retain more outstanding talents, continue to stimulate the internal growth acceleration of enterprise innovation and efficiency, and comprehensively shape the enterprise ecological culture in which talents lead the industry and the industry gathers talents.

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tokenanalyst

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Xinshuo ATD series maskless direct writing lithography equipment is based on the advanced second-generation lithography direct writing technology, and realizes direct writing lithography through spatial light modulator scanning technology.

This series of products saves tedious mask processing steps in application, and has the characteristics of high efficiency, advanced technology and flexible application compared with single-beam direct writing. This series of products adopts the high-power LED/LD (wavelength 405nm) or excimer laser (wavelength 248nm) light source of Xinshuo's patented technology, which can reach 0.20um resolution and 40nm overlay accuracy. It can be applied to mask making, micro-nano processing, MEMS, LED, biochip, etc. for large-scale integrated circuit 90nm process node.

ATD1000
ATD2000P
ATD3000M



This is the first time I have seen someone using a KrF excimer laser in a maskless lithography system, that machine has to be expensive as hell. What happened to this company?
 
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Tyler

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european_guy said:
It seems really short-sighted policy by Taiwan to help improving US semi industry. Much more than helping China's, actually. Because even if China closes the gap, Western design firms will keep going to Taiwan, instead if US regains state of the art in foundry, it will attract US firms and Taiwan will lose a lot of geopolitical power. One of the reasons US does not push too much on Taiwan is because a crisis would disrupt the semiconductor supply-chain in the island, and this would have, at this moment in time, a devastating effect on US economy. But when US will be independent from foundry point of view, it could much easily (and I think it will) push on Taiwan tension and trying to create another Ukraine out of it.
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China should act before the yankees successfully steal Taiwan's technology.
 
ZeEa5KPul

ZeEa5KPul

Colonel
Registered Member
tokenanalyst said:

Nanda Optoelectronics: The company has built two ArF photoresist production lines with a total production capacity of 25 tons​


16482079297295.png


NTU Optoelectronics asked investors on the investor interaction platform "whether the second production line of the 193nm photoresist project has been completed, whether it will be put into production, and if it is not completed, when will it be expected? Completion” and other inquiries responded that the company has built two ArF photoresist production lines with a total production capacity of 25 tons.

In addition, regarding the construction progress of the NTU Phase III project in Ningbo Xingang Town, NTU Optoelectronics responded that the factory has been completed.

It is understood that NTU has been focusing on the technical research and development of key semiconductor materials for many years. With years of independent research and development and practical accumulation, it has mastered MO sources, high-purity ALD/CVD precursors, hydrogen-based electronic special gases, fluorine-containing electronic special gases, The core technology of key electronic materials such as ArF photoresist has successively undertaken the national 863 plan MO source full-series product industrialization project and a number of national "02 special" projects, overcoming many technical problems. The research and development of semiconductor materials requires the guidance and drive of high-end technical talents and industry experts. The price awarded by this incentive plan will help the company to attract and retain more outstanding talents, continue to stimulate the internal growth acceleration of enterprise innovation and efficiency, and comprehensively shape the enterprise ecological culture in which talents lead the industry and the industry gathers talents.

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It's amazing to me that China intends to produce so many chips that the commercial unit of measurement for the mass of photoresists is the "ton."
 
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tokenanalyst

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Wuxi Huaying Microelectronics Technology Co., Ltd. is a high-tech innovative enterprise, which has been committed to the research and development and innovation of semiconductor wet processing technology and equipment. With the support of the National Eleventh Five-Year and Twelfth Five-Year 02 Major Projects, we have successfully developed "dynamic thin-layer wafer surface chemical treatment technology and equipment" with complete independent intellectual property rights, which are mainly used in degumming and corrosion of semiconductor wafer surfaces. , cleaning, passivation, and wafer impurity and ultra-trace contamination extraction and related inspection services.

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gadgetcool5

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Strangelove said:
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China’s major telecom operators are increasing the proportion of servers they buy that are powered by domestic chips, a move that experts said reflects their concerns about potential risks in China-US relations. It also shows that domestic chip technologies are quickly maturing, fueled by rising market demand.

The country’s three major telecommunications operators have all disclosed the results of their latest server bid. Of the first batch of portable computer servers ordered by China Mobile in the 2021-2022 period, about 27 percent are powered by domestic chips, namely Huawei’s Kunpeng and chips made by Chinese tech giant Hygon.

This shows a rising proportion of domestic servers in the telecom giant’s purchasing layout, as PC servers powered by domestic chips only accounted for about 20 percent of the company’s overall PC server orders in 2020.

China Telecom ordered 53,401 servers powered by domestic chips for the 2022-2023 period, according to a statement they published recently. This is a significant increase from the 24,823 domestic servers they purchased in the 2020-21 period. However, the proportion has dropped somewhat to 26.7 percent from 35.5 percent.

China Unicom also purchased a large number of artificial intelligence (AI) servers powered by domestic chips, mostly Huawei Shengteng chips, in their 2022 bid. Domestic AI servers account for about 33.3 percent of their overall purchasing.

Experts attributed this phenomenon to the fact that domestic telecom companies are feeling increasingly insecure about relying on overseas servers after many Western countries showed an increasingly hostile attitude toward China, and high technology is one of the areas that is most vulnerable to external sanctions.

“China-US relations have become complicated, so companies are looking to multiply their purchasing channels in order to reduce risks,” Fu Liang, a veteran TMT analyst, told the Global Times on Monday.

Tech analyst Xiang Ligang said that one problem with domestic server supplies is that they are not stable enough, as the US sanctions on Huawei also restricted their production of Kunpeng chips. “Currently, they might be selling previous stock, but I guess there is not much inventory left,” Xiang told the Global Times.

But Xiang is also optimistic that China’s chip production technologies will see breakthroughs in the next few years, and once that happens, the proportion of domestic servers are likely to increase further in Chinese clients’ supplier list.
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So the "domestic" Kunpeng chip is still dependent on US technology.
 
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