Chinese semiconductor industry
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"Chinese chipmakers like Semiconductor Manufacturing International Corp. or machinery suppliers such as Naura Technology Group Co. may still be affected, but the measures will only prevent people from performing certain functions. US personnel affiliated with China’s fast-growing chip design sector may end up unaffected -- semiconductor design firms generally do not run plants or own much machinery directly."
If this is true, then it's even more likely that Taipei Times is lying about Biren laying off one-third of its staff. Considering that the infamous Taipei Times is a pro-TI and anti-China media known for fake-news, I guess it wouldn't be entirely surprising.
on November 1, North Huachuang released its third quarter report for 2022. The company posted operating income of 10.012 billion yuan for the first three quarters of 2022, up 62.19% year-on-year; net profit of 1.686 billion yuan belongs to the shareholders of the listed company. 181.08% increase over the same period last year.
Among them, North Huachuang achieved sales of 4.568 billion yuan in the third quarter, up 78.11% year-on-year; net profit attributable to shareholders of listed companies was 931 million yuan, up 167.70% year-on-year. ; net profit attributable to shareholders of listed companies after deducting non-recurring profits and losses Profit was 831,100 yuan, up 176.76% year-on-year
Among them, North Huachuang achieved sales of 4.568 billion yuan in the third quarter, up 78.11% year-on-year; net profit attributable to shareholders of listed companies was 931 million yuan, up 167.70% year-on-year. ; net profit attributable to shareholders of listed companies after deducting non-recurring profits and losses Profit was 831,100 yuan, up 176.76% year-on-year
ok then LMAO, seems like flying Russian dishwashers made in Iran from pirated Chinese motorcycle engines and controlled by pirated Raspberry Pi is doing plenty. Hope they realize that everyone has a plan until a Russian dishwasher comes for them.
Just few months ago Taiwan 6-inch foundries were at full capacity
6-inch fabs fully loaded for SGT MOSFETs, automotive diodes till 2Q22
and now they have to heavily discount to defend their volumes for 2023 contracts. I guess this is just the beginning....
Bro both the Chinese and the American are picking on Taiwan....lol where will they go? massive price pressure from the low end, heavy restriction on the high end, it's suck to be on top.
GF's subsidiary signed an order of 126 million yuan for wafer acceptance testing machines
Hangzhou Guangli Microelectronics Co., Ltd. announced that its wholly-owned subsidiary Hangzhou Guangli Testing Equipment Co., Ltd. and its customers signed several "Purchase Orders" on the basis of the signed "Framework Purchase Agreement (Applicable to Equipment)". , the purchased products are wafer acceptance testing machines (also known as "WAT testing machines"), with a total amount of RMB 125,921,600 (tax included).
WAT test equipment
Guangliwei is a leading supplier of integrated circuit EDA software and wafer-level electrical testing equipment, focusing on chip yield improvement and rapid monitoring technology for electrical testing. It is an important cooperation with many large-scale integrated circuit manufacturing and design enterprises at home and abroad. partner. GF Micro provides EDA software, circuit IP, WAT test equipment and full-process solutions combined with chip yield improvement technology to achieve chip performance, yield and stability in the entire product cycle of integrated circuits from design to mass production improvement.
Guwei Semiconductor won a large order for dozens of wafer cleaning equipment from a large domestic research institute
During this bidding process, there are a large number of suppliers, all of them have good strength, and the competition is extremely fierce. From the beginning of the determination of the bidding intention, to the submission of company qualifications and quotations, to the fierce competition at the bidding meeting, after strict on-site evaluation by many evaluation experts, our company relies on excellent product quality, solid and efficient work style, and excellent operation. The team and good corporate reputation successfully won the bid with absolute advantages and won the large order for dozens of wafer cleaning equipment.
Achievement is a milestone on the way forward, and today's success is the fruit of yesterday's sweat irrigation. The company will continue to adhere to the attitude of leading innovation with ingenuity and being a pioneer of the times, and is committed to realizing the corporate goal of "creating China's own core products, breaking foreign monopoly, and creating national brands"
Achievement is a milestone on the way forward, and today's success is the fruit of yesterday's sweat irrigation. The company will continue to adhere to the attitude of leading innovation with ingenuity and being a pioneer of the times, and is committed to realizing the corporate goal of "creating China's own core products, breaking foreign monopoly, and creating national brands"
Based on this, the prices are still higher than 2019, but the utilization is now in the 70s%? I think we were just at such a supply shortage back in 2020/2021 that the prices exploded. According to the second article, delivery time for automotive IGBTs are still 40 to 50 weeks! And supply is still way below demand. You can see this in the absolute struggle that EV makers have in ramping up production.
But I think a good point is that older MOSFET fabs will have to reduce prices as new 8/12 inch fabs go into production and produce newer generation power chips. And this is only going to get worse as all that new capacity we are seeing go into production. We might have an over supply in a couple of years. The current production growth is based on some very aggressive projection of EV, charging, renewable and industrial power production increase in the next couple of years.
Like for example for this year, you see that 50% of IGBTs for Chinese EVs are supplied by domestic players like BYD/CRRC/StarPower. That might get increased to 75% next year and they are likely to export some of their production too. So, I do think prices will come down more in this market. Good luck to Onsemi and TI, I doubt companies in China will be buying any more power chips from them. Even beyond that, I'm expecting other countries to start complaining about China flooding the market with cheap power chips and bringing unfair competition.
I think this is a good article addressing a lot of the hysteria and hyperventilation that came out originally.
now, it has all been proven to be true.
A lot of the companies were being excessively cautious in their interpretation of the original order in order to not violate them. As we discussed before, the firms that were mostly affected are the chip design firms, not the chip making firms. And now, it seems they have clarified the law such that chip design firms are not affected. If I were the founder/head of these firms, I would still be looking for secondary citizenship in mainland and/or other countries in order to not be left stranded if the "American person" ban gets expanded to entire sector. The damage from the original order is permanent imo and it is an indictment of the stupidity of the bureaucrats issuing these orders. They put in the widest scope order imaginable and cause market/industry panic before clarifying it to be narrower. Now, you have spooked all the Chinese customers, scared away Chinese Americans that want to work for American companies and destroyed your companies.
While the actual sting of the sanction may turn out to be quite minimal on China's IC industry, the relationship damage is permanent and simply cannot be reversed. China has now charted its own course in developing a supply chain centered around Chinese companies. That's the long and damaging part of this for America.
And this is probably the most important point here. There are too many alarmists out there overstating how easily China's IC industry can collapse. This is not 10 years ago. People have way overestimated American power here and underestimated where China's IC industry is at.
Thus far, we have not seen any slow down (maybe there have been some slowdown that we haven't noticed) in Chinese fab/capacity expansion. On the other hand, we have seen a complete move away from American tool makers.
The other thing I want to point out is that Samsung and TSMC have probably been overly cautious about what they can produce for Chinese chip designers. I'm sure they will get clarification on that very soon and most of the production will get restarted.
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