Chinese semiconductor industry

I think CXMT is probably the most effected by the sanctions. That might explain their slower progress.

Anyhow, cross posting something from NEV thread.

So Chengdu JV with Tsinghua Unigroup was for 55 Billion RMB.

据公开报道，紫光成都存储器制造基地项目选址成都高新综合保税区双流园区，主要建设12英寸三维闪存存储器芯片生产线，并开展存储器及关联产品（模块、解决方案）研发、制造和销售。

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It was to have a 12-inch fab for 3D flash memory chips and to carry out the R&D, manufacturing and sales of memory related products. Given that Tsinghua Unigroup also started YMTC, this was likely going to be a second major NAND flash manufacturing base along with trying to get into other part of digital economy. It was quite strange that this just fell apart after over 2 years of construction. It appeared there was a major reorganization which caused it to abandon this plan (they had financial difficulties).

Now, that is a very large space and it looks like BYD maybe investing 16.9 billion RMB on this location. The tools it will purchase is likely a lot cheaper (since memory chips require high capex). Some of the construction capex are also not necessary. It seems to me that BYD got a great deal after the original project fell through. Sichuan gov't was very eager to find a replacement. The Sichuan party chief met with BYD a few months ago to talk about possible semiconductor project. At the time, it wasn't clear what they had in mind. Since work has already started at this factory, I think we will probably see them starting equipment installation next year and starting production here in 2024. This will most likely be their largest fab location. And they would need it to supply the 10 million cars a year that they want to be building.

There was also another aspect to this Chengdu Unigroup project that was interesting and it's the Tianfu semi city project.

相比双流紫光项目，紫光天府芯城体量更大，业态更丰富。这个计划总投资约500亿元的项目，包含紫光集成电路产业园暨紫光集成电路产业研究院、紫光大数据研究院、紫光智慧城市研究院、紫光天府工业云研发应用中心、紫光工业云四川基地，以及大量住宅。

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Originally, it would've taken even more space and cost 50B RMB investment to create a data research center, a smart city research center and industrial cloud research center and an industrial cloud base. So, this would've been a huge move for them into the industry 4.0. But now it's still up in the air on what will be done here.

Hejian Industrial Soft released a variety of EDA products and solutions​

2022-12-22 12:12 HKT

Shanghai Hejian Industrial Software Group Co., Ltd. (“Hejian Industrial Software”) has recently launched a number of EDA products and solutions to better address functional verification, debugging and large-scale test management in chip development, as well as advanced packaging systems Challenges of different tasks such as level design collaboration.
The EDA products and solutions released this time include:

• A new generation of timing-driven (Timing-Driven) high-performance prototype verification system UniVista Advanced Prototyping System (" UV APS ") - rapid and automated realization of 4-100 VU19P FPGA cascade chip high-performance prototype verification;
• Sign-off full-featured version of the advanced package co-design inspection tool UniVista Integrator (" UVI ");
• Efficient and easy-to-use digital function simulation debugging tool UniVista Debugger (referred to as " UVD ");
• A powerful and flexible large-scale functional verification regression test management platform UniVista Verification Productivity System (referred to as " VPS ");
• UniVista Hybrid IPK (" HIPK "), a plug-and-play hybrid prototype system-level IP verification solution.

The upgraded version of UV APS's new functions integrates the advanced timing-driven full-process compilation software APS Compiler, a powerful self-developed front-end compilation processing engine, which can quickly realize the transplantation and startup of various types of designs, reducing the initial deployment cost of users; APS Compiler is embedded The more powerful timing drive engine can automatically optimize the solution through a wide range of TDM ratios, and can automatically and quickly achieve better performance in the face of designs with more than 1 billion gates. The new version of UV APS also provides a variety of debugging methods such as register readback and deep debugging. The hardware system supports the cascading of 4-100 VU19P FPGAs. A single set of equipment uses 4 FPGAs, and the maximum capacity supports the cascading of 25 sets of equipment; Hejian Industrial Software also provides prototyping daughter cards and rapid customization for various industrial applications. It supports high-performance interface rate adaptation such as PCIe Gen5, DDR5, and HBM2e, and supports a series of solutions suitable for a variety of typical applications, such as virtual prototype hybrid verification, so that users can easily meet the needs of various complex scenarios for prototype verification.

He Zhiqiang, head of ZTE Microelectronics' Wired System Department, said:

"I am very pleased to see that Hejian Industrial Software has launched so many high-quality EDA products in such a short period of time, which can effectively help chip customers deal with various challenges in design verification. VPS is ZTE's chip verification management solution. Provides new options, especially for complex deployment requirements of multiple projects, multiple teams, and multiple regions such as ZTE, VPS's outstanding performance in regression execution efficiency even exceeds the corresponding tools of current mainstream EDA manufacturers. The UVD graphical interface is simple and easy to use, responsive Fast and stable operation, it provides high-performance waveform formats and key debugging functions, which can meet the needs of the main verification and debugging scenarios in our actual projects. At the same time, UV APS is based on timing-driven automatic segmentation compiler performance and flexible and powerful virtual side expansion scheme We are very impressed and look forward to the successful implementation of UV APS in ZTE's large-scale chip prototype verification project."

tokenanalyst said:

According to the Beijing Bureau of Economic and Technological Development, RSLASER already completed their Arf 60W 6KhZ source.
The 40W ArF source was completed in 2018 I guess.
View attachment 103731

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According to Havok, model is RS166Di.
I for immersion.

gelgoog said:

We already said here. Because SMEE is a private company they simply do not publish a lot of data on what they sell, what they do, etc.

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YMTC is also private company，they publish a lot of stuff

Surprise!

NAND cartel which has already been convicted of price fixing and moving towards greater industry consolidation bans the only new company in decades…

Yuefang Technology launched the BF2-MPPT solar controller use RISC-V

Domestic 4-inch gallium oxide wafer substrate technology breakthrough!​

Recently, Beijing Mingga Semiconductor Co., Ltd. (hereinafter referred to as Mingga Semiconductor ) successfully prepared a high-quality 4 -inch ( 001 ) primary surface gallium oxide ( β-Ga2O3 ) single crystal using the guided mode method, and completed a 4 -inch gallium oxide wafer With a breakthrough in substrate technology and repeated experiments, it became the first industrialized company in China to master the 4 -inch ( 001 ) phase single crystal substrate growth technology of the fourth-generation semiconductor gallium oxide material.

tonyget said:

YMTC is also private company，they publish a lot of stuff

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So? What's your point? Private companies can publish as much and as little as they want. Just because ymtc publishes a lot doesn't mean smee needs to. I hoped ymtc would publish less cause now they are blacklisted. So in hindsight they should have stayed quiet. Your comment doesn't add anything to the thread.

tonyget said:

YMTC is also private company，they publish a lot of stuff

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And what’s your point? It was already said they are a private company. They are under no obligations to publicly say anything and if they do then it is voluntarily. I don’t get why you are so stubborn and entitled to demanding information from private companies. Why don’t you send an email to random private US companies and demand information from them. See if they bother replying to you at all.