Chinese semiconductor industry

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tphuang

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Beijing Haawking Technology Company (北京中科昊芯科技) has announced new RISC-V based DSP (Digital Signal process) chip Haawking-HX28027 (32 bit RISC-V chip with HX28 core of HX2000 series). This was designed in 2019-2020, started production in 2021 and is already widely deployed in 2022.

China had needs for 3.45 DSP chips back in 2020, but China only produced 91 million. So, China needs to significantly increase domestic production of DSPs.

我们目前跟很多头部客户都有一些非常好的合作。预计今年Haawking-HX28027在这些领域的出货量,预计会达到数百万颗。
Looks like they are going to deliver several millions of this DSPs this year.
 

gelgoog

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There is even less "evolution" in LCD industry than semiconductors, compare to 30 years ago, apart from the panel got larger.
BS. I see you never heard of OLED, QLED, or Mini LED.

For reference the first OLED TV came out in 2007 and it was miniscule at 11" with a price out of reach for most people (US$2,499.99).

30 years ago even LCD screens were basically non existant except for tiny portable TVs a couple inches diagonal. Even in the late 1990s when they actually started using LCDs on portable computers, you had to look at the screen head on, just looking at it slightly sideways the sight picture would first distort, darken, and then vanish. Watching video or animations on them was horrible because of ghosting. And contrast levels were pathetic. In the mid 2000s a lot of people thought Plasma TV would succeed CRT and that LCD would fail in the TV market because of horrible picture quality. Shows how much they knew. LCD technology kept improving with the money from laptop screen sales and the Plasma technology used way too much power to be used on laptops. In the end LCD won out.
 
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tonyget

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BS. I see you never heard of OLED, QLED, or Mini LED.

For reference the first OLED TV came out in 2007 and it was miniscule at 11" with a price out of reach for most people (US$2,499.99).

Did you notice the word "LCD” in my sentence?Hello?
 

gelgoog

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Did you notice the word "LCD” in my sentence?Hello?
You said in 30 years just the panel got larger. Bollocks. There were huge improvements in picture quality.

My father thought I was mad when I replaced my 19" CRT with a 15" LCD. And not just because of the screen size, the picture quality in it was terrible. People working in photo editing only switched out from CRTs like a decade after I did. Because of color rendition and contrast. I spent most of my time coding and reading web pages so I was more interested in zero flicker than any of that. That was in the 2000s.
 
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tphuang

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Dongxin (DoSilicon 东芯
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) is a fabless company that Huawei has invested in. It achieved revenues of 1.1 billion RMB in 2021. It's one of the few Chinese companies to have self developed IP in NAND, NOR and DRAM.

It has developed mass produced 24nm NAND and 48nm NOR. These processes currently lead China in memory products. It partners with SMIC to use SMIC's 19nm process. In second of 2021, it completed its first SLC NAND Flash. Also done tape out of NOR Flash and PSRAM products. Sounds like 19nm NAND Flash has gone through first take out and is undergoing debugging right now.

It's NAND/NOR has also completed the automotive grade testing.
 

tphuang

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I don't think it will surprise anyone that China is going fully into the RISC-V design world. Most recently, they had a RISC-V conference.
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This is the important part
郭奕武说到,据统计RISC-V全球出货量以达到100亿颗,其中中国公司占50%以上。“RISC-V有望成为继x86和Arm架构之后新的转折,为我国掌握芯片产业的发展主动权提供机遇。
So Chinese companies have over 50% market share in the RISC-V market which has now sold over 10 billion chips. There is a lot of hope in Shanghai IC industry that RISC-V will take more prominence over time, especially in IoT and industrial type of chips.

One application for its is MCU for battery management system produced by SiNH Micro (昇生微)
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european_guy

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Dongfang Jingyuan Electron Limited has added three new products to their list.

- Defect Review SEM

SEpA-r600 is the first generation DR-SEM product of Dongfang Jingyuan. At present, the engineering machine (Alpha machine) has passed the first round of wafer demo, and the image quality has reached the level of the 6th generation of international mainstream equipment, realizing "clear sight"; the high-precision workpiece table is perfectly matched with the self-developed coordinate transformation algorithm, which can combine high-end The defect position reported by the optical inspection equipment is calibrated within the error range of ±1μm, reaching the international advanced level in the "accurate" index; the Search Mode and Direct Mode processes have been opened up, and "automation" has been realized in defect re-inspection. The product development team has both electron beam inspection/re-inspection experience and high-end optical inspection equipment application experience. The compound knowledge system enables the team to have a deeper understanding of DR-SEM, and the products developed will be closer to customer needs. At present, the SEpA-r600 product can meet the requirements of >=28nm process, and the Beta machine integration work is accelerating, and the customer order has been received, and it is just around the corner to enter the production line for verification.

View attachment 102932

- Lithography Simulation Software
View attachment 102931
- Yield Management Software.
View attachment 102930

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They have just raised $140M that will be dedicated to new product development.

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Wafer inspection and metrology is one field where the gap is wider compared to market leader KLA. But there are many local companies trying to close the gap thanks also to generous funding.

Apart from KLA, the other foreign market leader is
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.
 
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