Chinese semiconductor industry

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Han Patriot

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Thanks bro, you make me sooo happy, At least we have something to look forward too rather than wait for 3 years for EUVL news. :)

So they are doing research by using the SSRF (The Shanghai Synchrotron Radiation Facility), And it tally with the date of the eventual introduction of a Chinese EUVL. So by 2025 the 3nm is production ready with the 2nm the following year in 2026?

WoW!!!, If all of this Plans did come true, SMIC will be on the same level with TSMC, no wonder they are spending such huge amount to stay ahead...lol
Our nation and people had survived for 5000 years, EUV is but a challenge. The more your push us the more we fight back, the only way to kill off the Chinese is to use euphoria like opium. When we become complacent and relaxed, we stray from our spirit.
 

tokenanalyst

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Jingce Electronics: The amount of orders in hand is about 2.6 billion yuan, and semiconductor and new energy orders account for more than one-third​


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According to Weibo news, some investors asked Jingce Electronics on the investor interaction platform: May I ask whether the 2.6 billion orders in hand are as of the reporting period of the interim report or as of August 27?

Jingce Electronics stated on the investor interaction platform on August 30 that as of the disclosure date of the "2022 Semi-annual Report", the company had obtained a total of about 2.6 billion orders in hand, of which orders in the semiconductor and new energy fields exceeded three of the total orders. more than one percent.

In the first half of this year, Jingce Electronics achieved revenue of 1.105 billion yuan, down 14.42% year-on-year; net profit attributable to the parent was 29.1843 million yuan, down 80.08% year-on-year; deducted non-net profit of 7.3526 million yuan, down 94.50% year-on-year.

In terms of business segments, in the field of flat panel display inspection, the company's AOI optical inspection system achieved sales revenue of RMB 377,494,000, a year-on-year decrease of 27.35%, accounting for 34.15% of the operating revenue during the reporting period; OLED commissioning system achieved sales revenue of RMB 174,959,100, a year-on-year decrease of 51.04% %, accounting for 15.83% of the operating income during the reporting period; flat panel display automation equipment achieved sales income of 41.6833 million yuan, a year-on-year decrease of 71.49%, accounting for 3.77% of the operating income during the reporting period; signal detection system achieved sales income of 270.0393 million yuan, a year-on-year increase of 69.93%, accounting for 3.77% During the reporting period, the operating income was 24.43%.

The semiconductor segment achieved sales revenue of 68.421 million yuan, a year-on-year increase of 4.98%; the new energy field saw a rapid increase in orders on hand, achieving sales revenue of 110.5703 million yuan, a year-on-year increase of 494.41%.

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tokenanalyst

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The gross profit margin of ultra-clean and high-purity reagents increased, and Jianghuawei’s net profit in the first half of the year increased by 302.8% year-on-year​


Jiwei.com reported on August 30 that Jianghuawei released a semi-annual report saying that in the first half of 2022, the company’s operating income was 470 million yuan, a year-on-year increase of 40.24%; the net profit attributable to the parent was 62 million yuan, a year-on-year increase of 302.80%; Deducted non-net profit of 58 million yuan, a year-on-year increase of 309.15%.

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In terms of different businesses, Jianghua Micro-super-clean and high-purity reagent business realized revenue of 318.7724 million yuan, accounting for 67.82% of the main business revenue, and achieved a gross profit margin of 28.97%, a year-on-year increase of 12.76 percentage points. During the reporting period, the sales of semiconductor customers increased by 53.73%, of which the sales of 8-12-inch semiconductor customers were 62 million yuan, a year-on-year increase of 42.82%. At present, the sulfuric acid and ammonia water of Zhenjiang factory have reached the G5 level, the supply is stable, and the production capacity continues to increase. The company will continue to make efforts in domestic 12-inch high-end semiconductors, and the market share will further increase.

The company's photoresist supporting reagent business achieved revenue of 151.2586 million yuan, accounting for 32.18% of the main business revenue, and achieved a gross profit margin of 23.59%. Photoresist supporting reagents are mainly used in the downstream semiconductor and flat panel display fields. The company has strengthened the expansion of new customers and new products, and further increased the market share of the company's advantageous product stripping solution in China.

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Jianguo

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Liang Mong Song should be awarded National Technology Breakthrough of the Year prize.
Liang Mong Song is a treasure but let's all remember that today's tech geniuses are no longer picking the low hanging fruit like the famous S&T geniuses prior to say 1960. Since then, R&D teams have increased linearly in size with the increasing complexity of science and technology. When Liang Mong Song left TSMC to Samsung, he brought a big chunk of his team from Taiwan with him. When he left Samsung to SMIC he brought an estimated 200 of his team with him. He basically transplanted the core of his research team with him to SMIC.
 

BlackWindMnt

Captain
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Liang Mong Song is a treasure but let's all remember that today's tech geniuses are no longer picking the low hanging fruit like the famous S&T geniuses prior to say 1960. Since then, R&D teams have increased linearly in size with the increasing complexity of science and technology. When Liang Mong Song left TSMC to Samsung, he brought a big chunk of his team from Taiwan with him. When he left Samsung to SMIC he brought an estimated 200 of his team with him. He basically transplanted the core of his research team with him to SMIC.
Dam so your pretty much hiring a whole department instead of a manager.
 

ansy1968

Brigadier
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Dam so your pretty much hiring a whole department instead of a manager.
Bro He is 70 years old now, lets say by 2026, his baby 5nm named N+3 is in mass production together with his youngest 3nm N+4 by then he will be 74 years old and may retire as he fulfilled his promise. Then his team will proceed with 2nm and make it happen to honor his legacy. His name will be etched in history as the father of Chinese IC, it maybe over the top BUT you can't deny his contribution.
 

sunnymaxi

Major
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Bro He is 70 years old now, lets say by 2026, his baby 5nm named N+3 is in mass production together with his youngest 3nm N+4 by then he will be 74 years old and may retire as he fulfilled his promise. Then his team will proceed with 2nm and make it happen to honor his legacy. His name will be etched in history as the father of Chinese IC, it maybe over the top BUT you can't deny his contribution.
is he still in China ? i m sure his team still working with SMIC
 

BlackWindMnt

Captain
Registered Member
Bro He is 70 years old now, lets say by 2026, his baby 5nm named N+3 is in mass production together with his youngest 3nm N+4 by then he will be 74 years old and may retire as he fulfilled his promise. Then his team will proceed with 2nm and make it happen to honor his legacy. His name will be etched in history as the father of Chinese IC, it maybe over the top BUT you can't deny his contribution.
Dam he is already 70 years hope i can still be as productive as he is when i'm that old.
 
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