Chinese semiconductor industry

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tokenanalyst

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Paul Triolo isn't Blob or Pundits but he's kind of sceptical of total indigenization
Yeah he is a pundit like most of this guys but less annoying.

Depends, like what? 7-3nm-? 28+nm? Mems? Logic? Analog? 20,000 WPM? 1,000,000 WPM? what? the Industry is too diverse.
If they manage to master 28nm+ mature nodes in volume production with their own tools, could be the beginning of the end for this restrictions as toolmakers becomes more mature, tools more polish, performance issues are solved, parts become better and materials become better. That is one of the reasons the Chinese are chasing this mature nodes, they are not just easier to make but they can made it with their own tools.
Chinese institutions, the goverment and companies should do war-like effort to develop, polish the chipmaking tools and expand the production capacity of this toolmakers even if they have to do an step back to do a jump forward.
If US companies are going to layoff their technicians and engineers, is a good opportunity to catch some talent for Chinese companies.
 

tokenanalyst

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Tuojing Technology (688072) announced on the evening of October 28 that the company achieved operating income of 992 million yuan in the first three quarters , a year-on-year increase of 165.19%, net profit of 237 million yuan, a year-on-year increase of 309.73%, and basic earnings per share of 2.11 yuan. Among them, in the third quarter, the operating income was 468 million yuan, a year-on-year increase of 79.19%, and the net profit was 129 million yuan, a year-on-year increase of 65.87%.

As for the reasons for the growth of both revenue and net profit, Tuojing Technology explained that it mainly benefited from domestic semiconductors .The demand for equipment in the industry continues to increase, and sales orders continue to grow.

Tuojing Technology is mainly engaged in high-end semiconductor special equipment R & D, production, sales and technical services, the company is currently the only industrialized application of integrated circuit PECVD equipment And SACVD equipment manufacturers, and also the leading integrated circuit ALD equipment manufacturers in China, breaking the monopoly of international manufacturers in the field of high-end semiconductor thin film deposition equipment on the domestic market, and directly competing with international oligarchs.

Tuojing Technology's latest 2022 third quarter report shows that the company's operating income from January to September 2022 was 992 million yuan, an increase of 618 million yuan over the same period last year, of which PECVD equipment revenue was 888 million yuan, an increase of 175.17% over the same period last year. .

It is understood that Tuojing Technology continues to expand the process application fields of PECVD, ALD and SACVD products, continuously enrich and improve the functions of mass-produced products, maintain the core competitiveness of products, further increase the market share of existing products, and obtain logic chips. , memory chips and other fields of existing customers repeat orders and new customer orders.

Tuojing Technology previously stated in its 2022 semi-annual report that as of June 30, the cumulative tape-out of products produced by the company's equipment in the client's production line has increased from more than 46 million as of December 2021 to more than 7,100. million pieces. During the reporting period, the company's equipment performed excellently in the production and operation stability of the client's production line, and the average machine stable operation time (Uptime) exceeded 90% (the industry standard is usually greater than 85%).
 

OppositeDay

Senior Member
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Paul Triolo isn't Blob or Pundits but he's kind of sceptical of total indigenization

Not an expert on semiconductor at all, but allow me to put it this way. Suppose some natural calamity destroys everyone outside China. Is China, with its 1.4 billion people and existing expertise in semiconductor and related industries, thereby doomed to technological regression, never able to produce semiconductor again once stocked foreign materials run out or foreign machineries wear out? I have a hard time believing it.

The same sophistication/cost may not be achieved for a long time period but who cares? It is not about market forces anymore.

Yeah, U.S. spends almost 20% of its GDP on healthcare without much to show for it compared to its developed country peers. A lot of inefficiencies there. I think China can afford to waste 2% of its gdp (300+ billion USD) every year on inefficient semiconductor production until things get better.
 

ZeEa5KPul

Colonel
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I've been following him for a long time... but his opinion is almost personal, I see every tweet of his is mostly in U.S media...or he's lazy to translate Chinese.
He's a dope. He claims only Cymer can produce the EUV laser. Let's ignore China's progress here because it's opaque and very few know about it, Mitsubishi Electric built an EUV laser and sold it to Gigaphoton. He gets paid to write about this kind of thing, so he should know it.
 
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