Chinese semiconductor industry
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Bro from last year.
Jul 30, 2021 — Nata Opto-Electronic has invested CNY656 million (USD101.5 million) in the research and development of its self-developed photoresist products, ...
18 -- Jiangsu Nata Opto-Electronic Material's shares surged as much as 14 percent this morning on the news that the high-purity electronic ...
Jan 14, 2022 — In 2020, the photoresist sales in China reached around RMB8.74 billion, or virtually 14.6% of the global total, leaving enormous room for growth ...
many domestic firms ..
Bro from last year.
Jul 30, 2021 — Nata Opto-Electronic has invested CNY656 million (USD101.5 million) in the research and development of its self-developed photoresist products, ...
18 -- Jiangsu Nata Opto-Electronic Material's shares surged as much as 14 percent this morning on the news that the high-purity electronic ...
this one too bro
Xuzhou Bokang has more than 60 types of photoresists under development, some of which have been verified by mainstream domestic fabs
Bro we have the domestic tools for 28nm and 14nm line (almost all spectrum), the problem (we have just successfully finished verifying and testing last year) as of now is to ramp up production as major tool makers will finished their expansion plan next year Coinciding with SMIC, Hua Hong and Huawei FAB expansion. So don't worry ,we had pass the inflection point, let me give you the true chip battle China is waging and it is not in AI BUT in auto and industrial chip. (ASML EUVL and DUVL need mature chip component to function, the major reason for their supply chain problem), the American doesn't have a strategy because like @tokenanalyst and @FairAndUnbiased had mention their decision making is base on emotion, hysteria and rich kids tantrum.
from my mentor @Oldschool .Oldschool
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Registered MemberJul 12, 2022
The main battle area for China is EV, not IoT.
THis is what made US so nervous about. China has made alot of higher node power electronics and logic, sensors for Electric car.
Each EV can have up to few hundred ICs. Alot of power IC, MEMS, CMOS sensors, MCUs.
THe most expensive chip in this car is the general purpose DSP(digital signal processor) , 200 Yuan.
All the chips in this car doesn't even need 28nm immersion DUV , 55nm/45nm dry DUV is enough.
THis is CHina's main battle ground.
Thanks bro I know Nata Opto had finished its development in 2019 as part of 02 project 13th 5 year plan and are planning to mass produce it in 2020 with a target of 25 tons.
Chinese firm's ArF photoresist makes major breakthrough and can be used for 7nm process
May 22, 2020 21:57 GMT+8As one of the key technologies for semiconductors, many people only know about photolithography, but do not know the importance of photoresist.
This market is also monopolized by Japanese and American companies, with TOP 5 players accounting for 85% of the global market.
Chinese photoresist was previously only used in low-end process lines, which can achieve G (436nm) and I (365nm) levels.
At present, the main ArF photoresist used in China is still imported, EUV photoresist is not yet produced by any company, it is basically controlled by Japanese company.
However, EUV photoresist is not urgently needed, because China does not yet have mass production of EUV process, 193nm ArF photoresist is even more important, there are several companies in China are currently working on this kind of photoresist, which can be used in advanced process from 28nm to 7nm process.
Today, Jiangsu Nata Opto said that the company's ArF photoresist is on track for customer testing, which means that China's ArF photoresist technology has made an important breakthrough, moving from R&D to production.
According to Nata's previous information, the company started developing the 193nm photoresist project in 2017 and has been awarded the project "02 Special Project" by the State.
The company plans to reach an annual production capacity of 25 tons of 193nm (ArF dry and submerged) photoresist products that will meet the demand standards of the integrated circuit industry through three years of construction, production and sales.
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SMIC out with their Q3 earning report.
Looks like in the near term, they are seeing some impact from the sanctions on production operation. They are still look to clarify some of the laws involved.
They are very optimistic about medium to long term outlook, but short term demand weakness is a problem. Expecting Q4 margins to be 30 to 32%. Revenue to be down 13 to 15% vs Q3.
This is the important part
Looks like in the near term, they are seeing some impact from the sanctions on production operation. They are still look to clarify some of the laws involved.
Overall, $6.6 billion in Capex this year. Looks like demand weakness is hitting them also, but not as much as TSMC. Their capacity utilization was 92.1% in Q3. I think it was 97% in Q2. Revenue was about flat vs Q3.
They are very optimistic about medium to long term outlook, but short term demand weakness is a problem. Expecting Q4 margins to be 30 to 32%. Revenue to be down 13 to 15% vs Q3.
This is the important part
full year Capex went from $5 billion to $6.6 billion. So despite the sanctions, they have increased their Capex by 30%.
They blocked a Swedish subsidiary of a Chinese company from buying a old German foundry. If the relationship between Silex and Sai is like Volvo and Geely, Silex executives probably made the decision to buy this old foundry on their own.
A course is political because what else would be, logical? HA, the real message is that some European politicians will do what their masters in D.C. tell them to do. That is the message. Even sacrificing their own people for the will of D.C.
"We support you and will support you as long as it takes, no matter what the German electorate thinks," Baerbock said.
Like I said tools, tools, tools nothing but tools. China should do a warlike time effort to develop the tools they need so not to be subject to irrationality of others. The more the alternatives exists inside China the more twice this irrationals will have think before acting.
Huahong has reported their Q3 earnings. I think they are basically seeing no impact from US sanction. It would make sense since they are working on mostly matured nodes. Since HLMC does all the new node development, that might be the one area that would affect their operations.
Their profit margin continues to be good at 35 to 37% in Q4. Revenue expected to be flat or better vs Q3. So it definitely seems to me that the industrial sector is not seeing any demand weakness. They are focused on growing their 12-inch capacity as I discussed here
#19,299
IGBT, MOSFET and MCU market is expanding pretty rapidly. I will have to looking through more detailed books to see capacity utilization and such.
Overall, looks like their Capex is expanding here.
Their profit margin continues to be good at 35 to 37% in Q4. Revenue expected to be flat or better vs Q3. So it definitely seems to me that the industrial sector is not seeing any demand weakness. They are focused on growing their 12-inch capacity as I discussed here
#19,299
IGBT, MOSFET and MCU market is expanding pretty rapidly. I will have to looking through more detailed books to see capacity utilization and such.
Overall, looks like their Capex is expanding here.
SMIC releases financial report for the third quarter of 2022 with sales revenue of US$1.907 billion
Jiwei.com news, on the evening of November 10, SMIC, a leading wafer foundry in mainland China, released its financial report for the third quarter of 2022. The single-quarter revenue was US$1.907 billion, a year-on-year increase of 34.7%; gross profit was US$742.2 million. A year-on-year increase of 58.6%, gross profit margin was 38.9%.
Detailed financial report
In the third quarter, SMIC's revenue by application accounted for 26% of smartphones, 14.9% of smart homes, 23.3% of consumer electronics, and 35.8% of others. Looking at the revenue contribution of various regions, the revenue from mainland China and Hong Kong, China accounted for 69.6%; North America accounted for 20.5%, and Eurasia accounted for 9.9%.
Classified by wafer size, 8-inch wafer revenue accounted for 31.6% in the third quarter, and 12-inch wafer revenue accounted for 68.4%. In terms of production capacity, SMIC's monthly production capacity in the third quarter of 2022 increased from 673,750 8-inch wafers in the second quarter of 2022 to 706,000 8-inch wafers.
SMIC pointed out in the financial report that capital expenditure in the third quarter of 2022 was US$1.8223 billion. Capital expenditures for the full year were raised from $5.0 billion to $6.6 billion, mainly to cover upfront payments for early orders for long-delivery equipment. At the same time, the financial report shows that the company invested about 183 million US dollars in research and development in the third quarter.
The Institute of Chemistry and others develop a new strategy for direct-writing high-performance atomically thick two-dimensional semiconductor thin films
Two-dimensional ( 2D ) semiconductor materials offer an opportunity to extend Moore's Law to the atomic scale. Compared with traditional processing techniques based on evaporation and lithography, printed electronics has received attention due to its cost-effectiveness, flexibility, and compatibility with different substrates. Currently, printed 2D transistors are constrained by suboptimal performance, thicker semiconductor layers, and low device density. At the same time, most two-dimensional material inks usually use high-boiling solvents, and the accompanying problems include device performance degradation, high material cost and toxicity, etc., which are difficult to apply on a large scale. Therefore, the development of simple and environmentally friendly strategies is of great significance for fabricating low-cost, large-scale functional devices with printed 2D materials.
Song Yanlin's group at the Key Laboratory of Green Printing Institute, Institute of Chemistry, Chinese Academy of Sciences has made a series of progress in the synthesis of 2D atomically thick materials and patterned devices , for example, the research on 2D MXene and nanocrystalline composites ( J. Mater. Chem. 2022, 10 , 14674-14691; Nano Res. 2022, DOI: 10.1007/s12274-022-4667-x ), Humidity Sensing Micro-Supercapacitors Based on Alternately Stacked Microelectrodes ( Energy Environ. Mater. 2022, DOI: 10.1002/ eem2.12546 ).
Recently, the Institute of Chemistry, in cooperation with Tsinghua University and the University of California, proposed an interface trapping effect printing strategy. This strategy uses a low-boiling aqueous hyperdispersed 2D material ink to directly write 2D semiconductor thin film arrays without adding additional surfactants. Specifically, this strategy obtained narrowly distributed nanosheets with predominantly bilayer thickness by fractional centrifugation of exfoliated semiconducting 2H - MoS nanosheets; suitable ink solvent. The printed ultrathin patterns (about 3 nm thickness) are mainly continuous and uniformly arranged with single or two-layer MoS2 nanosheets , and suppress the coffee ring with a low porosity (about 4.9% ). Using commercial graphene as electrodes, the fabricated transistors exhibited a mobility of 6.7 cm 2 ·V - 1 ·s - 1 and an on-off ratio of 2 × 10 6 at room temperature , exceeding the performance of previously printed MoS 2 thin-film transistors . Based on this, the researchers prepared high-density (about 47,000 /cm 2 ) printed transistor arrays. This interface trapping effect printing strategy can be applied to other 2D materials, including NbSe 2 ,Bi 2 Se 3 and black phosphorus provide new methods and new ideas for printing two-dimensional materials for electronic devices.
The related research results were published in Advanced Materials ( DOI: 10.1002/adma.202207392 ). The research work was supported by the National Natural Science Foundation of China, the Ministry of Science and Technology, the Chinese Academy of Sciences, the Beijing Association for Science and Technology, and the Beijing Natural Science Foundation.
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