Chinese semiconductor industry

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Rettam Stacf

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Huawei 2021 net profits surge 75.9% amid US government sanctions, firm now ‘more capable in dealing with uncertainties’

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We should welcome the news with some caution, as half of the profit was due to asset sale.

In the annual report, Huawei explained that “net profits grew mainly due to the sale of parts of our business, improvements in operational quality, and the optimization of our product mix.”

Net gains on disposal of subsidiaries and operations was about 57.4 billion yuan, according to the report. Huawei last year sold its Honor smartphone brand.

However, it does strengthen Huawei's cash position to withstand any potential business downturn.
 

FriedButter

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Huawei seeks 'systematic breakthroughs' while under a ban from access to advanced technology: executive

"In the case that advanced technology is not available for Huawei, we are actively seeking systemic breakthroughs." Guo said, adding that solving the chip problem is a complicated and long process that requires patience.

"For Huawei in 2021, we may have perhaps passed through the black zone of this catastrophe," Huawei's Chief Financial Officer, Meng Wanzhou, said at press conference.

Looks like Meng is back as the CFO but that comment is quite interesting.

That Huawei in 2021 has maybe passed the “black zone” of the catastrophe.
 

sndef888

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As I understand it the hardest hit sector was the smartphone division right? Anybody know how the other areas are doing? I heard that Huawei fell behind in 5g as well due to the sanctions
 

KYli

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As I understand it the hardest hit sector was the smartphone division right? Anybody know how the other areas are doing? I heard that Huawei fell behind in 5g as well due to the sanctions
MSM has been saying that Huawei is doom for years. That doesn't make it true. Huawei is still the biggest telecom equipment company in the world with 28% share twice as big as Nokia and Ericsson(which each has 14% share). Huawei did loss some contracts in Western European but domestic market has made up the lose and are doing fine in other markets.
 

tokenanalyst

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Kunshan Xinlai Clean Applied Materials Co., Ltd. (hereinafter referred to as "Xinlai Yingcai"), settled in Lujia, Kunshan in 2000, specializing in the production of clean stainless steel piping systems and core components of control systems. Since its establishment, the company has closely followed the direction of industrial development and has continuously accelerated its transformation. Its products have moved from the initial food field to the biomedical field, and gradually realized the import substitution of related products in the two fields. The company was successfully listed in Shenzhen in 2011, making it the first Taiwan-funded enterprise listed on the Growth Enterprise Market in the province.

As early as 2008, the company focused on the trend of the global semiconductor industry gradually shifting to the Chinese market, continued to integrate technology and capital advantages, established R&D, production and sales bases in mainland China, Taiwan and the United States, and set foot in ultra-clean gas pipeline systems. Independent research and development of semiconductor key components such as gas valve systems, expand the product field of air semiconductor gas systems, and expand market territory.

Semiconductors need a very clean environment during the manufacturing process. Semiconductors need to transport ultra-pure gas, and use 99.9999% high-purity air so that the chips will not be polluted. In view of the requirements of ultra-clean, ultra-high reliability and corrosion resistance of semiconductor working environment, the specifications of such pipeline valves are unusual, and these products are currently 100% imported products. After more than ten years of hard work, the company's products in the semiconductor field have not only passed the certification of the world's first-class semiconductor equipment customers such as the world-renowned semiconductor application equipment manufacturers such as American Applied Materials and Lam Research (Fanlin Group). In recent years, with the boom of fab construction in China, the trend of semiconductor localization has become increasingly clear, and the company has successfully achieved batch supply to NAURA, China Micro Semiconductor, SMIC, YMTC, and Wuxi Hynix. And the cleanliness of related products has reached the nano level, becoming a manufacturer of advanced semiconductor gas piping system materials that is synchronized with the United States and Japan, and the only high-clean application material manufacturer covering the three major application fields of biomedicine, food and semiconductor industry in China. leader.
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A Chinese company that sell ultra clean parts to Semiconductor Fabs, Equipment manufacturers and the biotechnology industry in China and overseas.

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daifo

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As I understand it the hardest hit sector was the smartphone division right? Anybody know how the other areas are doing? I heard that Huawei fell behind in 5g as well due to the sanctions

Might just be 5g smartphones as I believe Qualcom is only allow to sell them 4g capable arm chips.
 
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