Chinese semiconductor industry

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tokenanalyst

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Samsung introduces locally produced EUV photoresist for the first time​

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Korean Dongjin Semichem succeed in localizing EUV photoresist, breaking the Japanese monopoly. It took one year from reliability verification to volume production, this gives an idea of the effort required to localize for semiconductor manufacturing.

"This is the result of three years of localization efforts due to the 2019 Japanese export-related regulations"

"In 2020, Young-sun Kim, former CEO of ASML Korea, was recruited as vice chairman to lay the groundwork for advancing into the EUV PR business"

It is not strictly China related, but this topic is very sensible and very alive for China too, that's why I posted it here.
Off topic but interesting nerveless, that means that Japan will not have a monopoly on EUV materials and EUV photoresist can be localized so I expect China to follow suit.
 

tokenanalyst

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Focus on the frontiers of science and technology, and take stock of the research hotspots of diamond and aluminum nitride wide bandgap semiconductors!​

Relying on the advantages of products such as diamond and aluminum nitride, Huahe Semiconductor has cooperated with domestic and foreign universities and research institutes such as Tsinghua University, Peking University, Xidian University, Xiamen University, Osaka University in Japan, Asia University in Korea, and many research institutes affiliated to the Chinese Academy of Sciences. Institutions and leading technology companies have carried out extensive cooperation. The scientific research team always aims at the frontier of world science and technology and leads the direction of technological development. As an industry vane, let us focus on the latest research hotspots on diamond and aluminum nitride.

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CVD Diamond wafers.

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tokenanalyst

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Policies drive the development of independent technology to benefit the octafluorocyclobutane industry

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In recent years, driven by the continuous development of refrigeration, foam materials, electronic power, chemical industry and other fields, related Chinese enterprises have increased the production capacity of octafluorocyclobutane, especially the rapid development of electronic industries such as semiconductors and display panels and their related industries. Show good market prospects.
Octafluorocyclobutane, also known as perfluorocyclobutane, referred to as C-318, is a green and environmentally friendly special gas with stable chemical properties, good insulation, non-toxic and zero ODP value. Octafluorocyclobutane has a wide range of applications. In recent years, it has been widely used as a refrigerant to replace banned chlorofluorocarbons. In addition, it is also commonly used in gas insulation media, solvents, sprays, foaming agents, and large-scale circuit etchant. , heat pump working fluid and raw materials for the production of C2F4 and C3F6 monomers, etc. Octafluorocyclobutane can be divided into 99.9%, 99.999%, 99.99999% and so on according to the purity. Among them, high-purity octafluorocyclobutane of 5N and above is mostly used for etching or cleaning in the field of integrated circuits and optical fibers. Gases are being used more and more widely.
In recent years, driven by the continuous development of refrigeration, foam materials, electronic power, chemical industry and other fields, related Chinese enterprises have increased the production capacity of octafluorocyclobutane, especially the rapid development of electronic industries such as semiconductors and display panels and their related industries. The good market prospects shown have stimulated companies such as Huate Gases, Dell Technology, and Luling Gases to actively deploy the high-purity octafluorocyclobutane industry, which has become an important driving force for the growth of China's octafluorocyclobutane supply. According to the "2022-2025 Octafluorocyclobutane Industry In-depth Market Research and Investment Strategy Suggestion Report" released by Xinsijie , in 2021, China's octafluorocyclobutane output will be nearly 1,500 tons.

From a policy perspective, in the "14th Five-Year Plan for National Economic and Social Development of the People's Republic of China and Outline of Long-term Goals for 2035", the state includes the development of integrated circuits and their key materials as key supported and encouraged industries. In the "14th Five-Year Plan for National Informatization" and "14th Five-Year Plan for Digital Economy Development", integrated circuits are regarded as a key basic industry, and their development is supported and encouraged. In the future, driven by policy support and market demand, China's electronics industry represented by integrated circuits will enter a period of rapid development. The localization and autonomy of electronics industries such as semiconductors and display panels will solve the "stuck neck" problem in the electronics industry. It will inject strong impetus into the development of China's high-purity octafluorocyclobutane industry, and then promote the expansion of the high-purity octafluorocyclobutane market.

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tphuang

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YMTC's TiPlus 7100 2TB version is now available for sale
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it will be available on JD's 12/12 event. Remember, the first version became available on 11/11.
Imo, even if this is not using the 232 layer architecture, it's still a good thing to see YMTC able to ramp up production on a new and improved product after the sanctions. Maybe YMTC isn't as effected by the sanctions as some (including myself) had feared. CXMT to me seems like the most affected company.
 

theorlonator

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I wonder if further technological cooperation with Gulf States can extend into semiconductors. Start by opening R&D centers for these chip making technologies.
 

tokenanalyst

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YMTC's TiPlus 7100 2TB version is now available for sale
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it will be available on JD's 12/12 event. Remember, the first version became available on 11/11.
Imo, even if this is not using the 232 layer architecture, it's still a good thing to see YMTC able to ramp up production on a new and improved product after the sanctions. Maybe YMTC isn't as effected by the sanctions as some (including myself) had feared. CXMT to me seems like the most affected company.
Definitely, looks like things are still moving more or less more smoothly than expected.
 
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