Chinese semiconductor industry

NAURA’s 2021 net profit is about 1.077 billion, a year-on-year increase of 100.66%​

Jiwei.com News On the evening of April 13, North Huachuang disclosed the 2021 annual performance report. The report shows that the company's operating income in 2021 will be about 9.683 billion yuan, a year-on-year increase of 59.9%; the net profit attributable to shareholders of the listed company is about 1.077 billion yuan, an increase of 100.66%.



Source northern CRE official announcement

According to the information in the announcement, the main reason for the increase in the company's operating income compared with the same period of the previous year was the increase in sales orders and production scale compared with the previous period. From January to June 2021, NAURA's operating income is composed of: the electronic equipment industry accounts for 78.32%, and the electronic components industry accounts for 21.43%.

In addition, the announcement also made a forecast for the performance of the first quarter of 2022. It is expected that the net profit in the first quarter will be 197 million yuan to 219 million yuan, a year-on-year increase of 170% to 200%. (Proofreading / Andrew)

tphuang said:

At this pace, US government is going to cause American businesses to lose all of their industrial advantages and just export energy and farm products.

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...and weapons....and democracy

Jokes aside, the real "product" that US exports in huge quantity and on which has total monopoly and infinite availability is the US dollar.

Think about it! Last year U.S. trade deficit in goods topped $1 trillion for the first time ever, the federal deficit was even bigger at 2.8 trillion dollars. The whole world sends any kind of good to US, from cars to furniture, from mushrooms to TV and the world gets some paper in return, actually even not paper, just an electronic bank transfer. And if the money dries up? No problem! Just make some new money out of thin air. All this works because the dollar is THE world curency, it is used for most commercial trade (and to buy oil). If one day US dollar would lose this privilege, well, THAT would be a BIG problem. It would mean that US should start to spend less and export as much as it imports: a new era!

This is one of the reasons, and a very important one, of why US must keep world hegemony, otherwise it would collapse loudly.

KYli said:

It is more like Taiwan criminalizes anyone tried to recruit Taiwanese tech talents.

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East Germany also criminalized people fleeing west across the iron curtain.

KYli said:

It is more like Taiwan criminalizes anyone tried to recruit Taiwanese tech talents.

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Pay your talents fairly so they won't have to defect to a "totalitarian hellhole" for liveable wages.

[ANALYSIS] Yield troubles at Samsung Electronics endanger big bets​

A Samsung Electronics employee inspects chip equipment at the company's plant in Hwaseong, Gyeonggi. [JOONGANG PHOTO]

Samsung Electronics is struggling with semiconductor yield problems that endanger its big bets on systems chips and the foundry business.

The problem, which has been evident for some time and a favorite topic of the semiconductor trade press, went prime time with the roll out of the latest Exynos, a system chip developed by Samsung Electronics that is supposed to compete with Qualcomm's Snapdragon line and allow the company, the largest smartphone maker in the world, to match the performance Apple products.

"Samsung Electronics encountered trouble ramping up production yields of 4-nanometer chips as shown in the delay of its Exynos 2200 delivery," said Jeong In-seong, a semiconductor specialist who authored "The Future of the Semiconductor Empire."

"Samsung Electronics had to trim down the number of countries where Exynos-powered Galaxy S22 models retail because of the yield issue. It shipped them to only a handful of small markets in Europe," he said. In the company's major smartphone markets — the United States, Korea and India — all Galaxy S22s had Snapdragon processors.

The yield rate is the amount of a silicon wafer that is successfully made into dies, which are themselves packaged to become semiconductors. The lower the yields, the less product produced.

Samsung Electronics would not confirm the actual yields of its 4-nanometer chips, but media reports in Korea put the rate at between 20 percent and 30 percent. TSMC reported yields of around 80 percent for its 5-nanometer products in 2019.

Against this backdrop, Samsung Electronics recently initiated an internal probe into its foundry, or chip fabrication, business division. These probes are usually undertaken to look more closely into the operations of poorly-performing units, though a Samsung Electronics spokesperson said that in this case it is just "a regular event to enhance competitiveness."

It is the first time for the foundry business, which was made a separate division in 2017, to be the subject of such a probe.

Kang Moon-soo, head of the foundry market strategy team at Samsung Electronics, acknowledged the difficulties producing chips based on the latest manufacturing techniques during a conference call in January.

"It is true that we have trouble achieving a stabilized yield rate in the beginning stage" of adopting the new manufacturing process, Kang said, citing the complexity of the fabrication process.


Keeping with Moore's Law by dimensional scaling alone just keep getting harder.

BlackWindMnt said:

So much for being about democracy and freedom.

The strongest vote and expression of freedom a person can cast is voting with their feet.

Let me guess the US on the other hand has free reign 5o poach talent probably got handed a catalog of top talent to pick and choose.

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It's not poaching but recruitment when they move to the US or Japan or South Korea.

tokenanalyst said:

[ANALYSIS] Yield troubles at Samsung Electronics endanger big bets​

A Samsung Electronics employee inspects chip equipment at the company's plant in Hwaseong, Gyeonggi. [JOONGANG PHOTO]

Samsung Electronics is struggling with semiconductor yield problems that endanger its big bets on systems chips and the foundry business.

The problem, which has been evident for some time and a favorite topic of the semiconductor trade press, went prime time with the roll out of the latest Exynos, a system chip developed by Samsung Electronics that is supposed to compete with Qualcomm's Snapdragon line and allow the company, the largest smartphone maker in the world, to match the performance Apple products.

"Samsung Electronics encountered trouble ramping up production yields of 4-nanometer chips as shown in the delay of its Exynos 2200 delivery," said Jeong In-seong, a semiconductor specialist who authored "The Future of the Semiconductor Empire."

"Samsung Electronics had to trim down the number of countries where Exynos-powered Galaxy S22 models retail because of the yield issue. It shipped them to only a handful of small markets in Europe," he said. In the company's major smartphone markets — the United States, Korea and India — all Galaxy S22s had Snapdragon processors.

The yield rate is the amount of a silicon wafer that is successfully made into dies, which are themselves packaged to become semiconductors. The lower the yields, the less product produced.

Samsung Electronics would not confirm the actual yields of its 4-nanometer chips, but media reports in Korea put the rate at between 20 percent and 30 percent. TSMC reported yields of around 80 percent for its 5-nanometer products in 2019.

Against this backdrop, Samsung Electronics recently initiated an internal probe into its foundry, or chip fabrication, business division. These probes are usually undertaken to look more closely into the operations of poorly-performing units, though a Samsung Electronics spokesperson said that in this case it is just "a regular event to enhance competitiveness."

It is the first time for the foundry business, which was made a separate division in 2017, to be the subject of such a probe.

Kang Moon-soo, head of the foundry market strategy team at Samsung Electronics, acknowledged the difficulties producing chips based on the latest manufacturing techniques during a conference call in January.

"It is true that we have trouble achieving a stabilized yield rate in the beginning stage" of adopting the new manufacturing process, Kang said, citing the complexity of the fabrication process.

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Keeping with Moore's Law by dimensional scaling alone just keep getting harder.

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It also helps that TSMC has a special relationship with many equipment manufacturers and gets direct influence at research centers like IMEC which define semiconductor technology roadmaps. You'd be a fool to think these guys decide the roadmap purely on technical considerations.

These guys pick and choose winners in their game. The only way to win when you aren't chosen as their winner, is to go outside the game like with advanced packaging, new materials, new equipment physics like SSMB, etc.

tokenanalyst said:

Under the circumstances, South Korean semiconductor manufacturers in China, including Samsung Electronics and SK Hynix, are expressing concerns because their memory chip plants in China may be affected once the restrictions are actually implemented.

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Looks like Samsung and SK Hynix will become customers of SMEE

dengyeye said:

Looks like Samsung and SK Hynix will become customers of SMEE

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No so far fetched.

Power RF for semiconductor and medical equipment.