Chinese semiconductor industry

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Tyler

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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
China still has the over half of 5G base stations in the world, and 5G speed way faster than that of the US.
 

FairAndUnbiased

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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.
View attachment 86094
View attachment 86095

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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I may or may not have worked with this or a similar company before. They could have decent products for vacuum and gas handling. You'd be surprised how expensive some of these specialized vacuum valves are.
 

gelgoog

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South Korea sanctioned semiconductor sales to Russia even with all the military-industrial cooperation they got.
Supposedly Samsung had an exclusion clause to continue selling their smartphones but they seemingly collapsed to US pressure.
I mean, I understand it, the US can basically kill their semiconductor fabrication by cutting access to ASML machines.
 

Tyler

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South Korea sanctioned semiconductor sales to Russia even with all the military-industrial cooperation they got.
Supposedly Samsung had an exclusion clause to continue selling their smartphones but they seemingly collapsed to US pressure.
I mean, I understand it, the US can basically kill their semiconductor fabrication by cutting access to ASML machines.
The only way to counter the US is to displace ASML with comparable machines.
 

ansy1968

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The only way to counter the US is to displace ASML with comparable machines.
@Tyler and a chance for SMEE SSA800 to shine, Bro I know it's low tech compare to ASML EUVL BUT IF they know how to strategized, why not produced in China like Samsung had done in Xian for those sanction countries and for those high end nodes for Western market from Korea. Win Win
 

tokenanalyst

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Chinese semiconductor industry needs an extra boost before SK capitulated under pressure.
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It's not as easy as many us politicians think it is most of those countries won't accept U.S. type export controls except those in the Wassenaar deal, Japan is trying to revive its semiconductor industry after being decimated by the American companies and ASML. in the early 2000s, South Korea is trying to localize some of their semiconductor manufacturing equipment and with Taiwan heavily dependent on China, it's a very important market for all of them only to be thrown away by geopolitical points and more so now that It seems China is getting increasingly good at making its own equipment, software, and parts.
Even corporate America disagrees with D.C. Last year Lam Research built a manufacturing facility for WFE in Malaysia which I believe is geared towards serving the Chinese market to avoid geopolitical landmines in the industry. Even Intel C.E.O said it's a really important market for them after being questioned by China Hawk Rick Scott of Florida.

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tokenanalyst

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Former Synopsys executive Qin Ming joins Chinese EDA startup Easy-Logic Technology as CMO

Chinese EDA startup Easy-Logic Technology(奇捷科技) hires Qin Ming(秦明), former deputy general manager of Synopsys China, as its Chief Marketing Officer(CMO). He is expected to optimize the market positioning, expand the market, and lead the team to achieve sales goals.

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AssassinsMace

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Chinese semiconductor industry needs an extra boost before SK capitulated under pressure.
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What are they trying to prevent? China's dominance in the China market that made 60% of their business? They're preventing nothing. This alliance is about helping the US do what it can't do on its own. It won't be preventing China from doing anything except making US allied governments, being their only customers, from paying more for a product China will be producing and selling cheaper in the world.
 
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