Chinese semiconductor industry

sndef888 said:

Any idea when next year SSA800 will enter production?

Looking at this summary it seems like the blitzkrieg is already over, now it's just simply attrition warfare

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Depending on how you define production it is 99% likely that it is being produced and used in small numbers. The patent was filled 2 years ago. There are no ways they didn't partner with a company to trial use it and sanctioned companies like Huawei didn't try it.

WarAndPeace said:

If Russians are smart they invest in SMEE. SMEE is a young company but it's got a lot of talent and Chinese 28 nm would secure Russia from Western sanctions.

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I appreciate that you've been trying very hard to provide some entertainment for this thread, but this is seriously stupid.

Please, stop trying.

BoraTas said:

Depending on how you define production it is 99% likely that it is being produced and used in small numbers. The patent was filled 2 years ago. There are no ways they didn't partner with a company to trial use it and sanctioned companies like Huawei didn't try it.

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Former MIIT minister Li Yizhong confirmed that the "28nm DUV" has been made (in his words, luo di) at the Netease Annual Economist Conference held in July. Not sure when it will enter commercial production though but a conservative estimate is around 2023-24 in line with previous posters.

KYli said:

It would be better if China could have accessed to chips equipment from Japan and Dutch for a few months. But I think the West might have overplayed their cards and now there is only one way out for China that is to build its own chips industry from materials, equipment designs to manufacturing.

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“There’s no way China can build a leading-edge industry on their own. No chance,” said Sanford C. Bernstein analyst Stacy Rasgon.

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The MSM is obsessed with these so-called analysts who knew little about industry. They could have at least interviewed someone with a industry and not finance background...

tokenanalyst said:

Xinyihua Group in Hefei, my country successfully developed the first domestic vacuum evaporation machine, breaking the history of zero in our country, and to A big step towards the independence of the vacuum evaporation machine.

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This SINEVA company is a kind of Jack of all trades. It has been founded in 2013 and since then has delivered:

1. OLED evaporation equipment

2. Mini Led production equipment and testing equipment

3. Automated material handling system (AMHS)

4. Industrial robots

5. Software solutions for industrial / warehouse applications....just for good measure

It is at least 4/5 totally different companies wrapped in a single one.

It seems to me more of a kind of application/development branch of some National Research Institute than a real company. There is no business logic for any normal, private company or start up to grow up and diversify like that since day one.

Unfortunately they don't say how many employees has the firm, how many people are involved in creating all this ultra diversified spectrum of products.

BTW, one of his subsidiaries Fuyang Xinyihua produces also photo resists...for both OLED and semiconductors, of course


because of why not?

european_guy said:

This SINEVA company is a kind of Jack of all trades. It has been founded in 2013 and since then has delivered:

1. OLED evaporation equipment

2. Mini Led production equipment and testing equipment

3. Automated material handling system (AMHS)

4. Industrial robots

5. Software solutions for industrial / warehouse applications....just for good measure

It is at least 4/5 totally different companies wrapped in a single one.

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Apart from the aircraft stuff seems that they get most of their money making tools for the display industry in China. Because most of their offerings is for that sector.

european_guy said:

It seems to me more of a kind of application/development branch of some National Research Institute than a real company. There is no business logic for any normal, private company or start up to grow up and diversify like that since day one.

Unfortunately they don't say how many employees has the firm, how many people are involved in creating all this ultra diversified spectrum of products.

BTW, one of his subsidiaries Fuyang Xinyihua produces also photo resists...for both OLED and semiconductors, of course

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because of why not?

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Because it was founded by a research institution, like most Chinese semiconductor companies. In this is more focus in advance materials, means to produced it and the display industry.
Naura also has a lot side and complementary business apart from the semiconductor process business, that includes Vacuum equipment, magnetic equipment,battery, solar, high end capacitors. They also looks like a research institution.
CTEC is another company that comes into my mind pretty diversify.
Applied Materials is also pretty similar. They have solar, display and semiconductor business.

Reuters reporting that the China government is planning to introduce US$143bn in subsidies for domestic semiconductor production, mainly to purchase domestic equipment, potentially by 1Q23. If it comes to fruition, it makes the US Chips Act look like peanuts

Exclusive: China readying $143 billion package for its chip firms in face of U.S. curbs​

"Beijing plans to roll out what will be one of its biggest fiscal incentive packages over five years, mainly as subsidies and tax credits <...>
The majority of the financial assistance would be used to subsidize the purchases of domestic semiconductor equipment by Chinese firms,"

US is taking care of forcing US and (maybe) other foreign equipment out of the local market for sub 28nm nodes.....and China government is taking care of pushing full localization also for the remaining 28nm and above!

I read the message to Chinese fabs like: US does not want you to buy advanced sub 28nm tools. Now you will be discouraged to buy foreign machines even for the 28nm and above nodes.

Of course this makes totally sense. No point in allowing foreign toolmakers to sell only the equipment for which already exists local competition, but not the advanced ones. You can't have your cake and eat it too!

With all the disruption and geopolitical games that already happened up to today, local fabs should already understand this by themselves, but maybe government thinks is a good idea to give also this extra hint. Better safe than sorry.


EDIT: ach! @pecopls beat me on time!


BTW this article has been written by only one author, the local one. No supervisor. And indeed its quality is much above the standard for Reuters.

pecopls said:

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Reuters reporting that the China government is planning to introduce US$143bn in subsidies for domestic semiconductor production, mainly to purchase domestic equipment, potentially by 1Q23. If it comes to fruition, it makes the US Chips Act look like peanuts

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China should also subsidy IC design company that tap out at local semiconductor fab.

For Japan and Netherlands to follow for sanctioning china, it's gonna happened. It's depends on when will US can makes it happens. Which I think in this 2 years period.

european_guy said:

This SINEVA company is a kind of Jack of all trades. It has been founded in 2013 and since then has delivered:

1. OLED evaporation equipment

2. Mini Led production equipment and testing equipment

3. Automated material handling system (AMHS)

4. Industrial robots

5. Software solutions for industrial / warehouse applications....just for good measure

It is at least 4/5 totally different companies wrapped in a single one.

It seems to me more of a kind of application/development branch of some National Research Institute than a real company. There is no business logic for any normal, private company or start up to grow up and diversify like that since day one.

Unfortunately they don't say how many employees has the firm, how many people are involved in creating all this ultra diversified spectrum of products.

BTW, one of his subsidiaries Fuyang Xinyihua produces also photo resists...for both OLED and semiconductors, of course

Please, Log in or Register to view URLs content!

because of why not?

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Sineva was a subsidiary of BOE.