Chinese semiconductor industry

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tokenanalyst

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Focuslight Technology: This year is the first year in which lidar is gradually increasing. The company's products have been applied to Lexus/Toyota models.​


Focuslight Technology said in an institutional survey that the technical route of lidar is contending, and lidar will definitely be used in the future, but it is not necessarily the only sensor. 2022 is the first year for LiDAR to start gradually. Focuslight LiDAR products have been applied to Lexus LS500 series and Toyota mirai models.

At present, it seems that whether the technical routes of lidar can be recognized by the market depends on two core factors: the ability to pass the vehicle regulations and the low cost. From the point of view of passing vehicle regulations, the easiest way to pass vehicle regulations is solid-state lidar, such as Flash. Focuslight's lidar products have now been applied to the Lexus LS 500 series;

The second is hybrid solid-state or semi-solid lidar, such as one-dimensional rotating mirror. As long as the line spot of Focuslight Technology is matched with one-dimensional rotating mirror technology, the company's current cooperation with B customers is this model. One-dimensional rotation is easier to pass the car gauge than two-dimensional rotation.

Regarding the pan-semiconductor business, Focuslight Technology said that the application is mainly in the field of integrated circuit applications and flat panel display. In terms of integrated circuit equipment, the company will become a supplier of TSMC in 2020, and will deliver small batches to TSMC in 2021. This year, it has begun to expand to other customers and has entered the third round of sample verification. It is hoped that batch delivery can be achieved this year. Wafer annealing equipment, starting from 2020 to keep up with domestic semiconductor equipment manufacturers such as Microelectronics to develop systems to help them complete domestic substitution.

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tokenanalyst

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About Honsin Ceramics​

Honsin Ceramics has been established for over than 15 years as a reliable worldwide partner in advanced ceramics manufacturing and development. The company is a Chinese group with main manufacturing structure and operative office based in Dalian. The group has a technical design and distribution office located in Montévrain France. High performance technical ceramic is our passion.
Our fine ceramics exhibit outstanding efficiency in extreme operating conditions due to the controlled and stable characteristics in mechanical, thermal and electrical properties.
Strong technical level and state-of-the-art equipment in precision machinery allow us to process high precision tolerance machining according to customer designs. We put a lot of passion for our ceramics and we take responsibility for our long term product work life.
These products are widely used in demanding work conditions such as, high temperature furnace, molten metal handling, precision machinery, semiconductors, lab wares etc…

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Another part supplier in China.
 

tokenanalyst

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TSMC says U.S. plant construction 'more costly' than expected​

Taiwan chip titan assures revenue to grow up to 30% in 2022 amid market slowdown

TAIPEI -- Taiwan Semiconductor Manufacturing Co. on Wednesday said the cost of building its U.S. chip plant is higher than previously estimated, and again called for Washington to extend planned support for the chip industry to foreign as well as domestic companies.

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tphuang

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How is going:​

TSMC says U.S. plant construction 'more costly' than expected​

Taiwan chip titan assures revenue to grow up to 30% in 2022 amid market slowdown

TAIPEI -- Taiwan Semiconductor Manufacturing Co. on Wednesday said the cost of building its U.S. chip plant is higher than previously estimated, and again called for Washington to extend planned support for the chip industry to foreign as well as domestic companies.

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Who could've seen that coming? Although in this case, I am sure they are just trying to get more funding.
 

Overbom

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How is going:​

TSMC says U.S. plant construction 'more costly' than expected​

Taiwan chip titan assures revenue to grow up to 30% in 2022 amid market slowdown

TAIPEI -- Taiwan Semiconductor Manufacturing Co. on Wednesday said the cost of building its U.S. chip plant is higher than previously estimated, and again called for Washington to extend planned support for the chip industry to foreign as well as domestic companies.

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Oh well, I said it before that TSMC might pull a trick to delay the fab. Wanwanese are not idiots, they are still Chinese, so they know how to play the game
 

tokenanalyst

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Cabernet New Material Technology (Shanghai) Co., Ltd.​

Cabernet New Material Technology (Shanghai) Co., Ltd. was established in May 2017 with a registered capital of 50 million yuan. The factory is located at No. 600, Xinyuan South Road, Lingang, Pudong New Area. The company is the first domestic high-end precision ceramics manufacturer integrating scientific research, production and operation. The company's main business belongs to the strategic new material industry supported by the state. At present, the leading products are ultra-precision ceramic parts made of high-purity alumina, zirconia and silicon carbide. Products are widely used in high-tech fields such as laser, semiconductor, led, aerospace, ship mooring, and military industry. Among them, the precision ceramic components used in the key production equipment of semiconductor and led/lcd are the focus of the company's development.

The company is a "Shanghai high-tech enterprise", one of the members of China Semiconductor Materials Strategic Alliance, a member unit of international semiconductor equipment and materials, an industry-university-research cooperation unit of Shanghai Tongji University, Shanghai University, and Shanghai University of Science and Technology, a master's degree practice base of Tongji University, and It has established long-term technical cooperative relations with the University of Florida, China Iron and Steel Research Technology Group Co., Ltd., and Shanghai Institute of Ceramics, Chinese Academy of Sciences.

The company has established in-depth cooperative relations with well-known semiconductor equipment and semiconductor device production giants at home and abroad, such as Texas Instruments, China Microelectronics (AMEC), SMIC, North Microelectronics (Naura), Panasonic Semiconductor, China Resources Shanghua, Electrolux and so on. Since its establishment, our company has been mainly devoted to the research and development of high-end precision special ceramics. At present, the company has 12 national patents, and has overcome many technical barriers to the localization of key components of semiconductor equipment, especially the high-purity large-scale precision ceramic components developed by our company. , The products have filled the gap in this field in China after being checked by Shanghai Institute of Science and Technology Information. The company's R&D and production technical strength has been highly appraised by the leaders of the Institute of Microelectronics of the Chinese Academy of Sciences and the National Materials Strategic Alliance.

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