Chinese semiconductor industry

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tokenanalyst

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Shanghai Xinyang: The second base of Hefei Xinyang is currently in the stage of equipment installation and commissioning​


Jiweiwang news (text/Bai Yuxuan) On December 22, Shanghai Xinyang stated on the investor interaction platform that the second base of Hefei Xinyang is currently in the stage of equipment installation and commissioning. The production capacity of 19,000 tons in the headquarters has not been fully put into production.

In addition, Shanghai Xinyang also revealed that the company's ArF photoresist samples are currently being verified by domestic wafer manufacturers.

Previously, Shanghai Xinyang said in an investigation that the impact of the epidemic in Shanghai in the second quarter would be limited. The production of process chemical materials in the semiconductor business remains normal, and has created a record high in the production and shipment of chemicals in a single month since the establishment of the company; in the second quarter, the company's operating income from semiconductor chemical materials increased by 53.81% year-on-year. Among them, ultra-pure chemical materials for wafer manufacturing An increase of 139.39%. However, during the epidemic period, logistics and transportation costs increased significantly, labor costs also increased, and raw material prices rose. These circumstances had an impact on the performance in the first half of the year. The gross profit of process chemical materials decreased by 11.4% compared with the same period last year.

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tonyget

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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.

Really?You said US blacklist is not going to stop the rise of Chinese semiconductor,so what's the big deal?
 

tonyget

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I think we should enjoy this while we can because as China semiconductor industry grows more independent they could become more like black boxes.

Give me any example,which Chinese industry become less transparent rather than more transparent,as the industry become more competitive and advance?
 

MortyandRick

Senior Member
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COMAC is a private company,they are much more susceptible to US sanctions than any Chinese semiconductor companies. Yet they are very proactive when it comes to publicity.
Nice use of the strawman fallacy. Yeah the poster mentioned engines, not comac itself so don’t put words in peoples mouths or try to change the subject to save your argument. China is in technological war with the US. In many strategic aspects, they should be secretive. some private companies can be more secretive than others, so again back to the original argument, what’s your point?
 
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