Chinese semiconductor industry

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FairAndUnbiased

FairAndUnbiased

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tokenanalyst said:

Intel to launch Arc A380 GPU in China​

Joseph Tsai, DIGITIMES, TaipeiWednesday 15 June 2022
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Intel Arc A380 GPU. Credit: Intel

Intel has announced the availability of the Intel Arc A380 graphics processing unit (GPU), the first of its Arc A-series 3 graphics desktop products, providing mainstream gamers and content creators with a new option.
The Intel Arc A380 GPU, with 6GB of GDDR6 to support the latest games, will be available from desktop PC ecosystem partners Acer, Asustek, Gigabyte, Gunnir, HP, and MSI starting this month. The release will begin in China and expand globally during the summer.
Intel Arc A-series 3 graphics desktop products represent the next step in Intel's journey to bring discrete graphics to market. They are Intel's first fully featured desktop cards based on the Intel Xe High Performance Graphics (Xe HPG) microarchitecture.
The Intel Arc A380 GPU supports the full set of DirectX 12 Ultimate features, including hardware accelerated ray tracing, and delivers 1080p gaming experience at 60 frames per second (FPS) and above with popular game titles.
Intel Xe Matrix Extensions (Intel XMX) AI acceleration engines enable faster content creation and power Intel's AI-based super sampling technology, XeSS, which arrives this summer.
The Xe Media Engine enables the future of video processing with industry-first hardware AV1 encoding acceleration, also supports HEVC and H.264 encode and decode, and is capable of 8K resolution media processing, Intel said.
The Xe Display Engine supports up to four 4K 120Hz HDR displays, up to two 8K 60Hz displays, or up to 360Hz for 1080p and 1440p resolutions.
Intel Deep Link technologies harness the power of Intel CPUs and GPUs to unleash new levels of performance and efficiency across a variety of workloads.
The Intel Arc A380 GPU, with a recommended customer price of CNY1,030 (US$154), delivers up to 25% better performance per yuan than available competitive offerings as measured by performance on a selection of popular games.

I think this is the first sub-200 dollars GPU that I had seen since 2019.​
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this has nothing to do with China's semiconductor industry, as Intel sold its Dalian facility already and was ordered not to set up a fab at its Chengdu packaging facility.
 
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european_guy

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PopularScience said:
以上海微电子为例，公司研发人员较长期只有数百人，2019年初达到1150名，但仅为阿斯麦的1/6。

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Thanks!

"Shanghai Microelectronics as an example, the company has only a few hundred R&D personnel for a long time. At the beginning of 2019, it reached 1,150, but it is only 1/6 of ASML's."


This is also interesting:

"among the more than 100,000 parts of ASML's EUV lithography machine, 90% of the key equipment does not come from the Netherlands"
 
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tokenanalyst

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european_guy said:
Thanks!

"Shanghai Microelectronics as an example, the company has only a few hundred R&D personnel for a long time. At the beginning of 2019, it reached 1,150, but it is only 1/6 of ASML's."
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Yeah but also SMEE is just doing a fraction of the entire work, most of the work is being done by other companies like U-Precision, Qier Electromechanical and others, also by research institutes all over China. While the entirety of ASML workforce is distributed among like a dozen companies owned by ASML. if we take into account that it could be a bit more closer than people think.

european_guy said:
This is also interesting:

"among the more than 100,000 parts of ASML's EUV lithography machine, 90% of the key equipment does not come from the Netherlands"
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That's is not surprising because Netherlands is not necessary a big manufacturing country, but I can guest of those 100,000 parts like 60-70% is from Europe, 30-20% from the US. and 20-10% from China, Japan and the rest of Asia. The bulk of the work is done in continental Europe.
 
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tokenanalyst

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Qipai Technology plans to set up a subsidiary with 50 million yuan to carry out front-end process wafer testing business​


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Jiwei Net News (Text/Chen Wei) On June 16, Qipai Technology announced that in order to further improve the company's comprehensive competitiveness, improve the company's industrial layout in integrated circuit packaging and testing, and give full play to its existing integrated circuit product testing Endowment, it is planned to carry out the front-end process wafer testing business in the packaging of the integrated circuit industry. The company and the natural person Ms. Zhang Qiaozhen invested a total of 50 million yuan to establish Qipai Xinjing Technology Co., Ltd.

According to the announcement, the company's business scope includes software development; integrated circuit manufacturing; integrated circuit sales; integrated circuit design; electronic component manufacturing; electronic component wholesale; electronic component retail; software sales; technical services, technical development, technical consultation, Technology exchange, technology transfer, technology promotion; manufacturing of special equipment for semiconductor devices; sales of special equipment for semiconductor devices; technology import and export; goods import and export.

Qipai Technology pointed out that the business that the company intends to carry out this time is wafer testing business, which is a subdivision of the integrated circuit industry and the front-end process of the company's existing packaging business. The purpose is to ensure that the wafers identify qualified chips before packaging. , Wafer test can be divided into reliability test, electrical test, operating system test, life test and so on.

Qipai Xinjing acquired the wafer testing equipment and its supporting test procedures from Dongguan Transcore Semiconductor Co., Ltd. at a price of 16.5 million yuan. Transcore Semiconductor agreed that its operation team would assist in the installation and commissioning of the transferred equipment. And provide technical and production and operation support in the early stage, at the same time, Dexin Semiconductor will also assist in importing its existing customer resources to the style.

Qipai Technology emphasized that in order to further expand the company's business areas and enhance the company's core competitiveness, combined with the company's accumulated technology and experience in integrated circuit product testing, the company plans to carry out wafer testing and build the company into a collection of wafer testing, packaging, and finished product testing. A comprehensive packaging and testing enterprise with one-stop service for semiconductor packaging and testing, which enhances the company's core competitiveness.

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hvpc

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tokenanalyst said:
Yeah but also SMEE is just doing a fraction of the entire work, most of the work is being done by other companies like U-Precision, Qier Electromechanical and others, also by research institutes all over China. While the entirety of ASML workforce is distributed among like a dozen companies owned by ASML. if we take into account that it could be a bit more closer than people think.
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tokenanalyst

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Like I said the R&D in Taiwan team is from Hermes, in the U.S. from Cymer and Brion, in Europe from Berliner Glas, Zeiss and Trumpf.
I don't what companies they have in China but it seems they do Computational Lithography in Shenzhen and SEM in Beijing probably to avoid American exports controls.

In China SMEE is just the integrator then you have RSLaser, Qier ElectroMechanical, DJEL, U-Precision and many others, not counting with research institutions like Tsinghua, Harbin, CIOMP and many others. Not saying that their R&D team is bigger than ASML, I am just saying that is bigger than SMEE alone.
 
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european_guy

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tokenanalyst said:
Yeah but also SMEE is just doing a fraction of the entire work, most of the work is being done by other companies like U-Precision, Qier Electromechanical and others, also by research institutes all over China. While the entirety of ASML workforce is distributed among like a dozen companies owned by ASML. if we take into account that it could be a bit more closer than people think.
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What is surprising to me is that they went from few hundred to more then thousand in a very short time. Throwing more people at the problem, many times has unexpected consequences, this is the so called Brooks's law "adding manpower to a late software project makes it later" (
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) and I have experienced it first hand in my professional life...maybe this sudden internal revolution in SMEE is one of the reason why the old and very respected boss Rongming He left the company in 2018, apparently in disagreement with the new shareholders.

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"In early 2018, Mr. He left the executive list. This happened right after SMEE signed the pre-listing tutoring contract with China Securities Co., Ltd. (December 2017). That management change might have resulted from discrepancies between the business interests of SMEE's old and new shareholders"
 
ZeEa5KPul

ZeEa5KPul

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european_guy said:
What is surprising to me is that they went from few hundred to more then thousand in a very short time. Throwing more people at the problem, many times has unexpected consequences, this is the so called Brooks's law "adding manpower to a late software project makes it later" (
Please, Log in or Register to view URLs content!
) and I have experienced it first hand in my professional life...maybe this sudden internal revolution in SMEE is one of the reason why the old and very respected boss Rongming He left the company in 2018, apparently in disagreement with the new shareholders.

Please, Log in or Register to view URLs content!

"In early 2018, Mr. He left the executive list. This happened right after SMEE signed the pre-listing tutoring contract with China Securities Co., Ltd. (December 2017). That management change might have resulted from discrepancies between the business interests of SMEE's old and new shareholders"
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SMEE has hundreds of researchers? China has too few. SMEE hires more researchers and reaches a thousand? China has too many.

The China Derangement Syndrome logic at play. Too bad for the haters that it just isn't how things work. Let me tell you exactly how it's actually going to work: China is going to monopolize the semiconductor supply chain all the way from sand to packaged chips and everyone else will be left with nothing.
 
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