Chinese semiconductor industry

KYli said:

Not sure if this is fake news or Netherlands buckled.

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News like this is highly depressing to me. The future for Chinese semicon, and thus the rest of being fundamental IT based sectors, looks bleak. Sometimes we understand the Chinese as being bright and highly strategic long term planner, but the lack of any basic effort in investment in domestic basic semicon supply chain for 2 entire decades pre Trump sanction speak volume about their roadmap.

The US, for all their mistakes from Trump era, has successfully execute the impossible, those are :

1. Launched a cold war, now well under way, against Chinese fundamental tech sectors;
2. Instead of US, her allies like Europe, Japan and Korea are the ones now willingly footing the majority of cost of conflict by cutting link to China under whatever reason,
3. Worst of all, US allies are shifting their own resources into US domestic market to further cement her into a position to keep dominance in tech nodes monopoly.

Meanwhile, the news keep giving out this perception that China is catching out, challenging the US(tech war, but in reality it is tech siege )and thus need to be further subjugated by the bloc of western nations.

PSA: If anyone feels they've suffered emotional damage as a result of this "news", please take your moping outside this thread.

WarAndPeace said:

China can simply reverse engineer ASML machines the way USSR reverse engineered Apple computers in the 80s.

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That's a galaxy worth of difference in the complexity of your comparison...

Manufacturing & equipment​

CanSemi raised hundreds of millions of yuan (CNY 100.0M is ~$13.9M) in a Series B round with investment from Guangzhou Kechuang Industry Investment Fund, Guangdong Semiconductor and Integrated Circuit Industry Investment Fund, and Jianxin Capital. CanSemi is a specializing in industrial and automotive-grade mid-to-high-end analog chips. The first two phases of its project, establishing 180-90nm processes followed by 90-55nm processes, have been completed. The funds will go towards the third phase, which will extend its available nodes to 55-40nm. When the third phase is complete, it expects to have a monthly output of nearly 80,000 12-inch wafers. It plans to eventually introduce a 22nm process. Founded in 2017, it is based in Guangzhou, China.

Getech Technology raised (CNY 100.0M is ~$13.9M) in Series B funding from SAIC’s Hengxu Capital and Guangdong Finance Fund. Getech makes computer integrated manufacturing (CIM) software for semiconductor manufacturing and other sectors including new energy, consumer electronics, and automotive. Its products cover from wafer manufacturing, packaging and testing, to finished product assembly and support multi-workshop and multi-factory production management. Funds will be used to increase investment in semiconductor products, particularly focusing on AI and big data to enable software and algorithm-driven equipment. A spin out from TCL founded in 2018, it is based in Guangzhou, China.

NeuCloud raised hundreds of millions of yuan (CNY 100.0M is ~$13.9M) in Series C+ funding from the Beijing Integrated Circuit Equipment Industry Fund, CRRC Capital, and China Internet Investment Fund. NeuCloud provides an , management, and analysis platform. For semiconductor manufacturing, the company says its platform can be used to measure IC production line productivity and detect yield issues. It can also be deployed by semiconductor equipment providers to monitor the performance of equipment in operation and provide product service capabilities. The platform is also used in other manufacturing industries, energy, petrochemicals, and rail transit. Founded in 2013, it is based in Beijing, China.

SRI Intellectual Technology (SRII) received (CNY 100.0M is ~$13.9M) in Series A financing from Oceanpine Capital, Stony Creek Capital, and others. The company owns Beneq, a Finnish company that makes (ALD) equipment, and its subsidiary Lumineq, which makes transparent display technology used in optical devices and vehicles. Funds will be used for R&D and production line upgrades. SRII acquired Beneq in 2018. Based in Qingdao, China, it was formed as a joint venture in 2018.

Jet Plasma Technology raised CNY 100.0M (~$13.9M) in Series D financing from PH Investment, Shanghai Lingang Innovation Center, Jucheng Capital, Xu Nuo Capital, and others. The company makes for semiconductor chip packaging, compound semiconductors, LEDs, consumer electronics, medical electronics, and functional materials manufacturing. Based in Shanghai, China, it was founded in 2015.

Enovate3D raised nearly CNY 100.0M (~$13.9M) in Series A funding led by Hikvision, joined by Sequoia Capital China and Walden International. Enovate3D makes capable of features sizes from 1 to 10 microns for additive manufacturing of high-performance metal conductive materials, polymers, ceramic-based dielectric materials, and flexible electronic materials. It also provides 3D printing services. Funds will be used for R&D, hiring, and construction of a production base. Founded in 2020, it is based in Hangzhou, China.

Zeta Tech raised nearly CNY 100.0M (~$13.9M) in Series A financing led by Hefei Industry Investment Group and Glory Ventures, joined by South China Venture Capital. Zeta Tech offers (CIM) software for data integration, big data analysis, yield management, and equipment utilization in semiconductor manufacturing and packaging. It also offers smart factory planning consultation services. Along with semiconductors, its products are applicable to display panel, photovoltaic, and lithium battery manufacturing. Funds will be used for R&D, hiring, and product iteration, including adding manufacturing execution, quality management, equipment material management, equipment automation, and other systems, as well as increased integration with big data and AI applications. Based in Shanghai, China, it was founded in 2017.

Goodled Precision Optoelectronics, also known as Goodun, received CNY 50.0M (~$7.0M) in Series A+ financing. Goodun makes UVA, UVB, UVC, and NIR LED chips and modules based on III-V compound semiconductors. The company offers these in for consumer electronics and battery manufacturing, along with other applications. Founded in 2005, it is based in Changzhou, China.


Accuracy Int Tech, also known as Akeris Intelligent Equipment, drew (CNY 10.0M is ~$1.4M) in financing from the Hefei Angel Fund and Kewell Technology. Akeris manufactures 6- to 12-inch wafer grinding and dicing equipment. Based in Hefei, China, it was founded in 2019.

Lebo Semi received tens of millions of yuan (CNY 10.0M is ~$1.4M) in Series A financing from Shenzhen Venture Capital and Jolmo Capital. Lebo Semi makes semiconductor manufacturing equipment. Its products include automatic and semi-automatic , development, stripping, and cleaning equipment as well as formic acid reflow machines. Primary applications are compound semiconductors, LEDs, and MEMS. Founded in 2013, it is based in Jiangsu, China.

Younme received (CNY 10.0M is ~$1.4M) in pre-Series A financing from Ningbo Huatong Venture Capital and Suzhou Rongyue Investment. The startup makes force control equipment for manufacturing consumer electronics. It plans to expand to lithium battery and photovoltaic manufacturing. Based in Suzhou, China, it was founded in 2018.

EDA​

X-Epic raised hundreds of millions of yuan (CNY 100.0M is ~$13.9M) in Series B funding led by CICC Capital, China Electronics Corporation, and Wuhan Optics Valley Union Group, joined by Mirae Asset and Henglu Asset. X-Epic offers a suite of , including an FPGA prototyping system, a digital simulator, a high-level language verification system based on the Portable Stimulus Standard (PSS) to automatically generate test cases, a scalable formal verification tool based on word-level modelling, and a debug solution. It also offers verification consulting. Funds will be used to expand product offerings and hire. Based in Nanjing, China, it was founded in 2020.

Test, measurement & inspection​

Dongfang Jingyuan Electron Limited (DJEL) raised nearly CNY 1,000.0M (~$139.6M) in private equity financing from Xingcheng Capital, E-town International Investment & Development, Xin Ding Capital, Green Pine Capital Partners, CGII Private Fund, Silk Road Huachuang, Red Horse Capital, An Xin Capital, CoStone Capital, Five Bulls Fund, China Capital Management, Haier Capital, CCB International, Nuo Capital, and others. DJEL offers , optical proximity correction (OPC) software, e-beam inspection equipment, and 8- and 12-inch critical dimension scanning electron microscopes (CD-SEM). Funds will be used for new product R&D and construction of manufacturing facilities. Founded in 2014, it is based in Beijing, China.

Mega Phase Technology drew from Richen Capital. The startup makes computational structured light 3D cameras for visual inspection of chips, surface mount technology (SMT), consumer electronics, lithium batteries, and other precision manufacturing applications. Funds will be used for R&D and production capacity expansion. Founded in 2014, it is based in Shanghai, China.

LightE Technology raised (CNY 10.0M is ~$1.4M) in Series A funding from Broadstream Capital. LightE Technology makes spectral confocal displacement sensors for 3D optical inspection of semiconductors, PCBs, consumer electronics, photovoltaics, lenses, and other applications. The startup says the technology has higher precision, wider material adaptability, and higher stability compared to traditional lasers. It currently has point confocal sensors in mass production and prototypes of linear confocal products. It also plans to develop hyperspectral + AI sensors and fiber optic sensors. Funds will be used for mass production of linear confocal sensors and R&D. Based in Shenzhen, China, it was founded in 2014.

Pi Semiconductor drew tens of millions of yuan (CNY 10.0M is ~$1.4M) in Series A+ financing from Addor Capital. The startup manufactures and load boards for wafer test and final test. It plans to expand to multilayer organic (MLO) substrates and ceramic substrates. Based in Nantong, China, it was founded in 2021.

Weichong Semiconductor raised tens of millions of yuan (CNY 10.0M is ~$1.4M) in pre-Series A+ and pre-A++ rounds that included investment from China Fortune-Tech Capital, Sunic Capital, and Yunqi Capital. The startup is developing non-contact, non-destructive, inline optical wafer inspection equipment. Funds will be used for R&D, mass production of first-generation products, and hiring. Based in Beijing, China, it was founded in 2021.

Materials​

Changzhou Zhenjing Semiconductor received a CNY 25.0M (~$3.5M) strategic investment from NCEPower. The company makes 6- and 8-inch silicon carbide (SiC) substrates. Its manufacturing process covers from liquid phase crystal growth and processing through wafer processing, cleaning, and testing. It expects to begin offering products in 2024. Founded in 2020, it is based in Changzhou, China.

Xinyuan New Material raised tens of millions of yuan (CNY 10.0M is ~$1.4M) in pre-Series A funding from Oriza Holdings, South China Venture Capital, and Nuoyan Capital. The startup makes for electronic packaging, including power semiconductor packaging. Its products include sintered silver materials, semi-sintered conductive adhesives, solder bonding materials, and electromagnetic shielding materials. Target applications include new energy vehicles, RF communications, power transmission, photovoltaics, and optoelectronics. Based in Shenzhen, China, it was founded in 2022.

AST, also known as Super Silicon Semiconductor, received Series B+ financing from Guolian Group, China Structural Reform Fund Corporation, and Jadestone VC. The company manufactures 200mm and 300mm polished silicon wafers, epitaxial wafers, and argon annealed wafers. Founded in 2008, it is based in Shanghai, China.

Nanzhi Core Material received from Guofa Venture Capital. The startup manufactures optical grade lithium niobate crystals, which are used in RF SAW filters, electro-optic modulators, infrared detectors, and frequency-doubling crystals for lasers. Founded in 2021, it is based in Suzhou, China.

PowerEpi received new funding from SDIC Venture Capital. The startup manufactures silicon carbide (SiC) epitaxial materials. Funds will be used to accelerate product development and capacity expansion. Based in Dongguan, China, it was founded in 2020.

WarAndPeace said:

China can simply reverse engineer ASML machines the way USSR reverse engineered Apple computers in the 80s.

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No having to workaround the patents would be a blessing and a legal minefield.

WarAndPeace said:

Patents don't apply when it is the US that started the cold war with China.

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Dude I think ASML has as much patents on EUV and lithography in general in China as in the US. That is the complain the many researchers in the field have in China.

People don't understand how close ASML has been to the Chinese semiconductor industry. ASML is older than SMEE in China and even before Taiwan they used China as a sale base to rest of Asia at a time when Japanese players dominated the field. They sold their first stepper in China to Tsinghua 40 years ago. They were there when SMIC was founded, since day one. ASML is the only company that SMIC probably doesn't want substitute even if they have viable domestic alternatives, they may don't care about American companies but ASML is like a parent for them.
For the Chinese is the most respected semiconductor company in China.

tokenanalyst said:

Another option would be to ASML to open a Chinese subsidiary to manufacture Chinese exclusive tools using Chinese, Europeans and Japanese parts. Collaborate with UPrecision, RSLaser, CheerTech and others. Manufacturing in China is not new for ASML because they do metrology systems in Beijing.

If is the smallest amount then is replaceable. The problem is when is not the smallest amount.

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I think we are going to have to wait and see what any further restrictions look like and the time frame involved. At the end of the day, I expect this to be a compromise between all sides where things will become more restrictive but will look quite different than what America imposed. Not allowing ASML to sell any Arfi scanners to China is just a major gift to SMEE and Huawei. Based on Dutch minister's statement, it looks like she understands that.

hullopilllw said:

News like this is highly depressing to me. The future for Chinese semicon, and thus the rest of being fundamental IT based sectors, looks bleak. Sometimes we understand the Chinese as being bright and highly strategic long term planner, but the lack of any basic effort in investment in domestic basic semicon supply chain for 2 entire decades pre Trump sanction speak volume about their roadmap.

The US, for all their mistakes from Trump era, has successfully execute the impossible, those are :

1. Launched a cold war, now well under way, against Chinese fundamental tech sectors;
2. Instead of US, her allies like Europe, Japan and Korea are the ones now willingly footing the majority of cost of conflict by cutting link to China under whatever reason,
3. Worst of all, US allies are shifting their own resources into US domestic market to further cement her into a position to keep dominance in tech nodes monopoly.

Meanwhile, the news keep giving out this perception that China is catching out, challenging the US(tech war, but in reality it is tech siege )and thus need to be further subjugated by the bloc of western nations.

Click to expand...

And you are giving me headache with this Chinese grievance and self pity talk. What is up with people on SDF? I can understand if you feel this way and haven't been following this thread. But there really is no excuse for having this belief after reading what everyone else already had to say about it.

WarAndPeace said:

China can simply reverse engineer ASML machines the way USSR reverse engineered Apple computers in the 80s.

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If you have nothing to offer, please stop offering these ridiculous ideas.

KYli said:

Not sure if this is fake news or Netherlands buckled.

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Totally fake news.

The Americans tell the Japanese, "Oh look, according to Bloomberg reports, the Dutch are going to ban their tech from China! What is Japan going to do?"

A couple of hours later, the Americans contact the Dutch, and tells them, "Say look, the Japanese are seriously considering banning their tech from China!"

horse said:

Totally fake news.

The Americans tell the Japanese, "Oh look, according to Bloomberg reports, the Dutch are going to ban their tech from China! What is Japan going to do?"

A couple of hours later, the Americans contact the Dutch, and tells them, "Say look, the Japanese are seriously considering banning their tech from China!"

Click to expand...

The prisoner dilemma. Mainstream media like bloomberg are just stenographers of the DC elites.