In foundry SMIC is ahead of Intel.
Chinese semiconductor industry
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You are literally pulling things out of your ass.
Japan is ahead in DRAM and NAND. China is ahead in logic. Otherwise where is Japan's competitor to SMIC?
'Easily surpass'. Based on what? Intel has barely surpassed SMIC even in the face of all of its advantages vs SMIC's disadvantages.
Anyway, I am not going to waste anymore effort replying to Jai Banzais. This is my last post on the matter.
Lol, so Japan can easily go and fab 5 nm (since surpassing China means that) despite all of their companies working at 40 nm+ for years, never ever touching advanced nodes? If so, then why are Japanese companies ignoring the most profitable part of the chip market? Are they dumb?
Yeah, sounds like bullshit unless they can snatch all of Samsung/TSMC engineers. If catching up in FinFET/GAAFET nodes was easy, Intel would already be mass producing them but they can't and Intel has far more experience in advanced nodes than any Japanese foundry.
Yeah, sounds like bullshit unless they can snatch all of Samsung/TSMC engineers. If catching up in FinFET/GAAFET nodes was easy, Intel would already be mass producing them but they can't and Intel has far more experience in advanced nodes than any Japanese foundry.
Shengmei Shanghai’s net profit in the first half of the year increased by 164% year-on-year, and it plans to invest in high-end semiconductor equipment to expand research and development projects
In the evening of August 7th, Shengmei Shanghai released its 2022 semi-annual report. From January to June 2022, the company achieved operating income of 1.096 billion yuan, a year-on-year increase of 75.21%, and the net profit attributable to shareholders of the listed company was 237 million. Yuan, an increase of 163.83% year-on-year, and earnings per share of 0.5500 yuan.
Shengmei Shanghai said that this is mainly due to the global semiconductor industry boom and the strong market demand for the company's semiconductor equipment. The company's sales orders and production capacity have continued to grow, and operating income has further increased; Growth has diversified the revenue structure and expanded the market size. From January to June 2022, Shengmei Shanghai's operating income of semiconductor cleaning equipment, front-end semiconductor electroplating equipment and advanced packaging wet-process equipment (including back-end electroplating equipment) have increased significantly.
The main products of Shengmei Shanghai include semiconductor cleaning equipment, semiconductor electroplating equipment, vertical furnace tube equipment and advanced packaging wet equipment. Continuous innovation in performance, production capacity, improving customer product yield and reducing customer costs. At present, through differentiated innovation and competition, it has successfully developed the world's first SAPS/TEBO megasonic cleaning technology and single-chip tank combined cleaning technology. At present, the company's semiconductor cleaning equipment is mainly used in the cleaning process in the field of 12-inch wafer manufacturing, and there is no competitive gap with similar products from international giant companies in terms of the applicable size of semiconductor cleaning equipment.
Shengmei Shanghai expects that, benefiting from the mainland's policy support for the integrated circuit industry and the increase in local demand, the company's main customers will still be in the stage of continuous production expansion in the next few years, which will be able to drive semiconductor manufacturing equipment including cleaning equipment and copper plating equipment. Demand maintained steady growth.
On the same day, Shengmei Shanghai also announced that it plans to invest in the construction of high-end semiconductor equipment expansion research and development projects. The new project name is the high-end semiconductor equipment expansion research and development project. According to the disclosure, the investment amount and source of funds: the total planned investment of the project is 748 million yuan, of which the site investment is 468 million yuan, the purchase and installation cost of research and development equipment is 20.703 million yuan, and the research and development cost is 260 million yuan. Among the investment funds of the project, Shengmei Shanghai used its own funds to invest 16.8591 million yuan, and the remaining 730 million yuan is planned to be invested in the construction with the super-raised funds from the company's initial listing.
"This project will expand the research and development of high-end semiconductor equipment on the basis of the company's original products, technologies and customer resources, create a multi-product matrix, consolidate the company's market position, and enhance profitability." Shengmei Shanghai disclosed that the products to be developed in this project include: The products in the expansion field of dry process equipment and supercritical CO2 cleaning and drying equipment have high standards, and some performance indicators are expected to reach the international leading level. The company's strong technical reserves can effectively reduce the difficulty of project research and development and ensure the smooth implementation of the project.
If Japan can easily build fab at 5nm or 7nm, they wouldn't need to invite TSMC to build 20nm fab in Japan and was willing to chip in half of the cost (TSMC turned down the invitation and offer btw).
The assertion is quite similar to the perennial urban legend that Japan can develop nuclear weapons in six months should it decide to do so.
Every Chinese semiconductor-related company worth its salt is growing 2x annually.
By 2023/24 most (if not all) of those companies should have sufficient operating income and profit to leverage in order to drastically increase their R&D and growth projects.
So, the best for IC developments have still not arrived. When you see companies with >$1bn annual sales that's when the real fun begins
By 2023/24 most (if not all) of those companies should have sufficient operating income and profit to leverage in order to drastically increase their R&D and growth projects.
So, the best for IC developments have still not arrived. When you see companies with >$1bn annual sales that's when the real fun begins
VeriSilicon's net profit in the first half of the year was 14.82 million yuan, and the amount of newly signed orders was 1.499 billion yuan
On the evening of August 7, VeriSilicon disclosed its 2022 semi-annual report. During the reporting period, the company achieved revenue of 1.212 billion yuan, a year-on-year increase of 38.87%; net profit attributable to the parent was 14.82 million yuan, and a loss of 45.65 million in the same period last year. Yuan; basic earnings per share was 0.03 yuan.
Specifically, in the first half of 2022, VeriSilicon achieved an operating income of 1.212 billion yuan, a year-on-year increase of 38.87%, of which the semiconductor IP licensing business (including intellectual property license royalty income and royalty income) increased by 70.61% year-on-year. The stand-alone chip customization business (including chip design business income and mass production business income) increased by 25.27% year-on-year; the company achieved operating income of 652 million yuan in the second quarter of 2022, a year-on-year increase of 20.54%.
VeriSilicon has GPU IP, NPU IP, VPU IP, DSP IP, ISP IP, Display Processor IP six types of processor IP, more than 1,400 digital-analog hybrid IP and RF IP for integrated circuit design. During the reporting period, VeriSilicon has gradually formed a series of excellent IP and IP in the four fields of AIoT, wearable devices, automotive electronics and data centers based on its own technology, resources, and customer accumulation, combined with market development trends. Subsystem and platform-based IP solutions, and have achieved good performance and market position in the above application fields.
VeriSilicon disclosed that during the reporting period, the company's newly signed orders amounted to 1.499 billion yuan, a year-on-year decrease of 12.96%, mainly due to the tight production capacity of the semiconductor industry chain in the same period last year, and some customers signed large long-term orders to determine production capacity, so the order amount in the same period last year was Higher, the company's one-stop chip customization business (including chip design business and mass production business) orders amounted to 1.058 billion yuan during the reporting period, accounting for 70.55%.
During the reporting period, VeriSilicon joined the UCIe industry alliance to strengthen the company's layout in the fields of tablet computers, data centers and autonomous driving, and further lay a solid foundation for the company's chiplet technology development. According to reports, VeriSilicon may become the first batch of companies in the world to launch Chiplet commercial products for customers. In the future, the company will further accelerate the advancement of Chiplet technology and industrialization, and push the company's semiconductor IP licensing business and one-stop chip customization service business to a new height.
At the same time, it continuously enhances its chip design service capabilities and expands its first-mover advantage in FD-SOI technology. During the reporting period, VeriSilicon has had successful tape-out experience of 14nm/10nm/7nm/5nm FinFET and 28nm/22nm FD-SOI process node chips in advanced semiconductor process nodes. The company has continuously accumulated experience in advanced process chip design. At present, it has achieved a successful 5nm system-on-chip (SoC) tape-out, and several 5nm one-stop service projects are being implemented.
Man this thread went the way of a "jai hind" forum real quick.
It's important to be realistic and not overestimate ones abilities while underestimate ones adversary. That is the West's mistake in regards to china and they continue to make that mistake. I hope it continues even more.
I'm here to see real progress in anything that affects Chinese semi conductor industry so I do think what Japan can do is important if it affects us Chinese.
I can only speak for myself and I'm not here just for feel good news, I am looking for objective news and data. So those who are arguing please don't degrade this thread. Do it in a separate thread please.
It's important to be realistic and not overestimate ones abilities while underestimate ones adversary. That is the West's mistake in regards to china and they continue to make that mistake. I hope it continues even more.
I'm here to see real progress in anything that affects Chinese semi conductor industry so I do think what Japan can do is important if it affects us Chinese.
I can only speak for myself and I'm not here just for feel good news, I am looking for objective news and data. So those who are arguing please don't degrade this thread. Do it in a separate thread please.
@tokenanalyst On a lighter note bro I thought you're joking BUT it actually exist...lol and look at her alumnus, Man I regret and choose the wrong University, I should have gone to India enrolled there and be like @NiuBiDaRen , an Indian expert...lol
Jai Hind College has been granted the Autonomous status from the Academic year 2018-19 onwards. The University of Mumbai will confer the graduation and post ...
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