Chinese semiconductor industry

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tphuang

tphuang

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FairAndUnbiased said:
40-65 nm is more expensive than you'd think. Dry ArF is cheaper than immersion ArF but there's still substantial barriers in the form of etch, deposition and metrology equipment, high purity chemicals, etc. It's not until you get to 90+ nm that a fab actually becomes cheap.
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yeah, but $6 to 7 billion Capex is enough to build a fab of 100k wpm in that node. I seriously doubt they are adding 100k wpm of 12-inch wafers in one year, that would be 1/3 of their capacity at end of 2022! I think at least 1/3 and maybe half of their Capex will be used toward their SMSC fab.
 
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tokenanalyst

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North Huachuang: A variety of new equipment has been applied in the 28nm production line​



North Huachuang: A variety of new equipment has been applied in the 28nm production line. Recently, North Huachuang Technology Group Co., Ltd. (hereinafter referred to as "North Huachuang" or the "Company") stated to investors that a variety of new equipment of the company has been applied in the 28nm production line.

In 2022, North Huachuang has newly developed a variety of etching machines, thin film equipment, wet process equipment, and furnace tube equipment in the field of semiconductor equipment, realizing the expansion of new fields and the application of new processes.

Previously, NAURA won the bid for the procurement project of Fudan University's high-density etching machine and dielectric etching machine. Among them, the high-density etching machine procurement project has a winning bid of 15 million yuan, involving 2 high-density etching machines; the dielectric etching machine procurement project has a winning bid of 10.5 million yuan, involving 1 dielectric etching machine.​
 
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tokenanalyst

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Wanye Enterprise: Jiaxin Caneng aluminum and copper PVD equipment successfully won the bid for the special process line project.​


861190645764.3813886037516386.6382.jpg


According to news from Jiwei.com, according to the bid winning announcement issued by Binet, on February 7, the aluminum-copper metal sputtering equipment (PVD) of Jiaxin Cannon, a subsidiary of Wanye Enterprise, successfully won the bid for the construction project of Shanghai Jita Semiconductor's characteristic process production line.

1083766995900.9441167090334932.3752.png


According to other data, since the second half of 2022, Jiaxin Semiconductor, a subsidiary of Wanye Enterprise, has won multiple bids for a variety of equipment, including rapid thermal processing (RTP), silicon nitride plasma etching machines, metal plasma etching machines, and side wall plasma etching machines. Etching machine, high-density plasma thin film deposition and silicon dioxide plasma thin film deposition equipment, etc.

At the end of October last year, Wanye disclosed that its subsidiary Jiaxin Semiconductor has begun to have the platform capabilities of various types of front-end equipment, and won the bid for various types of front-end equipment such as etching, thin film deposition and heat treatment since the second half of the year. In October, the first CVD equipment of Jiaxin Semiconductor, a subsidiary of Jiaxin Semiconductor, was successfully delivered to customers, ushering in an important milestone of industrialization.

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latenlazy

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tonyget said:
夏雨了：你在另一个贴里说“但是嘉定icrd的55nm工艺是用浸没式做的，所以你懂的”。是不是表明55nm的快试产了？
havok：快了
深蓝：嘉定厂采购了上微浸没式ArFi光刻机吗，目前上微的浸没式不是样机吗，正式机器还没有销售哦
havok：28nm样机不止一台，除了icrd还会在别的地方验证

夏雨了：You said in another post "But icrd's 55nm process is made by immersion, so you understand". Does it mean that the trial production of 55nm is about to start?
havok：soon
深蓝：Has the ICRD factory purchased the SMEE immersion ArFi lithography machine? Isn’t SMEE’s immersion type a prototype? The official machine has not been sold yet.
havok：There is more than one 28nm prototype, and it will be verified in other places besides icrd
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Starting to think/more confirmation that when havok says 样机 he’s referring to pilot instruments here (aka instruments that are basically equivalent to initial batch production).
 
tphuang

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More great progress for Moore Threads
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It's been doing well in its partnership with Lenovo. Its MT3000 GPUs (just came out in Nov) is already being used by Lenovo's MCCX meta computing machine to provide AI generated contents (like ChatGPT type of stuff I guess) and other forms of content creation.

Aside from that, it's also used on Lenovo Wnetian GB5520 V3 server and Moore Threads is look to have its product support other Lenovo server products. to tackle more complicated workload.

They are also cooperating on using MT GPUs for VDI cloud desktop, domestic desktop adaptation, computation platform R&D. It looks like Moore Threads making serious in road here. Quite important since Lenovo builds many data centers and is involved in many bidding of domestic computing procurement programs.
 
tphuang

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Looks like SMIC earnings call is going on right now. Some summary of things I've seen

中芯国际2023年资本开支与2022年持平​

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this is already done. Capex is relatively flat from 2022 to 2023
10日讯，中芯国际联合首席执行官赵海军在业绩说明会上表示，随着公司积极推进的车规级电源管理、车身控制、车用娱乐管理系统等平台陆续推出，新能源汽车相关收入增长显著
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NEV related revenue is increasing with respect to power management, vehicle entertainment system and car control (ECUs?)
2月10日上午，中芯国际董事长高永岗在2022年第四季度业绩说明会上表示，22年来，公司累计生产晶圆折合8英寸超过6000万片，芯片数量近千亿颗，产品进入世界各地、千家万户，广泛应用于手机、消费电子等不同领域。
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In past 22 years, SMIC has produced 60 million 8-inch equivalent wafers with over 100 billion chips.
中芯国际联合首席执行官赵海军在业绩说明会上表示，手机行业库存相对偏高，消费类半年内可能会消化完毕，工业界现在没有库存，汽车业尤其是新能源领域供不应求。其中，在手机和消费领域，库存最高的是显示驱动类芯片，库存周期或达三个季度；MCU类产品有些存量，但没有形成冲击
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mobile phone inventory is very high, consumer products have half year of stock? industrial sector has no stock. In auto industry, NEVs have not enough supply. In phone/consumer sector, display drivers have the highest stock, enough for 3 quarters. MCUs have some stock.
 
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european_guy

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weig2000 said:
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that it will terminate its plan to develop Japan's first domestically manufactured passenger jet, after 15 years' development and $7.6 billion investment, because it simply could not get pass FAA regulations.
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Also China's C919 will never pass FAA regulations, because Boeing / Airbus is a cartel. But differently from Japan, China has a market.
This makes a lot of difference. C919 will prosper thanks to the huge Chinese internal market, Japan cannot. That's why for Japan, to give up Chinese market would be a huge blow. They don't have an internal market and have to rely on US/Europe to sell their high-tech stuff. But this means they will succumb even more and will be blackmailed even more.

tphuang said:
btw guys, this is big
$6 to 7 billion in Capex in 2023 would be the combined total of UMC and GlobalFoundries, which are #3 and 4 in the world. That's pretty significant.
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Yes, this is a big news.

This 2023 year will define the future of semiconductor market in China. At the end of the year we will have a clear picture of how things will pan out in the next 5 years.

tokenanalyst said:

Wanye Enterprise: Jiaxin Caneng aluminum and copper PVD equipment successfully won the bid for the special process line project.​


861190645764.3813886037516386.6382.jpg


According to news from Jiwei.com, according to the bid winning announcement issued by Binet, on February 7, the aluminum-copper metal sputtering equipment (PVD) of Jiaxin Cannon, a subsidiary of Wanye Enterprise, successfully won the bid for the construction project of Shanghai Jita Semiconductor's characteristic process production line.

1083766995900.9441167090334932.3752.png


According to other data, since the second half of 2022, Jiaxin Semiconductor, a subsidiary of Wanye Enterprise, has won multiple bids for a variety of equipment, including rapid thermal processing (RTP), silicon nitride plasma etching machines, metal plasma etching machines, and side wall plasma etching machines. Etching machine, high-density plasma thin film deposition and silicon dioxide plasma thin film deposition equipment, etc.

At the end of October last year, Wanye disclosed that its subsidiary Jiaxin Semiconductor has begun to have the platform capabilities of various types of front-end equipment, and won the bid for various types of front-end equipment such as etching, thin film deposition and heat treatment since the second half of the year. In October, the first CVD equipment of Jiaxin Semiconductor, a subsidiary of Jiaxin Semiconductor, was successfully delivered to customers, ushering in an important milestone of industrialization.

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Click to expand...

Jiaxin Semiconductor sells reconditioned equipment.

This is not something to undervalue. To gain experience in reconditioning and servicing foreign tools will be crticically important in the next years, especially for US tools.

China is full of foreign tools that will not disappear from one day to the other. Gaining skills to maintain them will be critical when they will lose servicing from the manufacturer. So companies like Jiaxin Semiconductor are strategically important for China, to allow semiconductior fabs keep working.

sndef888 said:
There is a huge disconnect between Japanese public and their political class.

Ordinary Japanese (and corporations) don't care about politics at all, much less all the fearmongering about China.

The Japanese political class however is tightly controlled by their American masters and will do anything the US says.
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I'd would add "between public and their political class and mainstream media".

The same is true for Europe. Both Europe and Japan lost WWII and now we are vassals of US, and this is what it means in practice. In the case of Japan even their constitution was written by US, who also created the political party that governs Japan almost uninterruptedly since then (this always amazes me).
 
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tokenanalyst

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european_guy said:
Also China's C919 will never pass FAA regulations, because Boeing / Airbus is a cartel. But differently from Japan, China has a market.
This makes a lot of difference. C919 will prosper thanks to the huge Chinese internal market, Japan cannot. That's why for Japan, to give up Chinese market would be a huge blow. They don't have an internal market and have to rely on US/Europe to sell their high-tech stuff. But this means they will succumb even more and will be blackmailed even more.



Yes, this is a big news.

This 2023 year will define the future of semiconductor market in China. At the end of the year we will have a clear picture of how things will pan out in the next 5 years.



Jiaxin Semiconductor sells reconditioned equipment.

This is not something to undervalue. To gain experience in reconditioning and servicing foreign tools will be crticically important in the next years, especially for US tools.

China is full of foreign tools that will not disappear from one day to the other. Gaining skills to maintain them will be critical when they will lose servicing from the manufacturer. So companies like Jiaxin Semiconductor are strategically important for China, to allow semiconductior fabs keep working.
Click to expand...
Looks like they have their own brand of tools or a least they are trying to creating it.

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PopularScience

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2023.1.6 Good news: the key project "multi-degree-of-freedom laser interferometer" passed the acceptance

2022.12.26 Good news: a key project "high precision laser interferometer" passed the acceptance

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2023.1.6 喜讯：重点工程项目"多自由度激光干涉仪"通过验收

本工作室承担的该重点工程项目，通过全组师生两年全力拼搏、攻坚克难，于2023.1月通过测试验收。

2022.12.26 喜讯：某重点工程项目“高精度激光干涉仪”通过验收

本工作室承担的该重点工程项目，通过全组师生两年全力拼搏、攻坚克难，于2022.12月通过测试验收。
 
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tokenanalyst

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The demand for equipment in the domestic semiconductor industry has increased. Tuojing Technology’s net profit last year is expected to increase by nearly 5 times at most​


On January 29, domestic semiconductor Professional setting The manufacturer Tuojing Technology Co., Ltd. (hereinafter referred to as "Tuojing Technology", 688072) announced its annual performance in 2022. According to preliminary calculations by the financial department, the company's annual operating income in 2022 is expected to be 1.65 billion to 1.72 billion yuan, which is the same as that of the previous year. Compared with the same period (year-on-year), it increased by 892 million yuan to 962 million yuan, a year-on-year increase of 117.69% to 126.92%.
According to the announcement, it is estimated that the company's annual net profit attributable to the owners of the parent company in 2022 will be 330 million to 400 million yuan, an increase of 262 million to 332 million yuan year-on-year, and a year-on-year increase of 381.85% to 484.06%.
According to preliminary calculations by the financial department, Tuojing Technology expects to realize a net profit attributable to the owners of the parent company after deducting non-recurring gains and losses in 2022 of 160 million to 190 million yuan, which is a year-on-year increase. 242 million to 272 million yuan.
Tuojing Technology said that the company's annual performance in 2022 is expected to increase significantly compared with the same period of the previous year. The main reasons are: benefiting from the good development trend of the domestic semiconductor industry, the demand for equipment in the domestic semiconductor industry has increased, and the company continues to increase investment in product research and development. The structure has been continuously optimized, product competitiveness has continued to increase, and customer groups have been further expanded. Sales orders have increased significantly this year, and operating income has maintained a high growth trend.
In addition, Tuojing Technology stated that as the company continues to increase R&D investment, the expense ratio has declined during the period, and the scale effect has driven the company's profitability to increase. The net profit attributable to shareholders of listed companies and the deduction attributable to shareholders of listed companies are not The net profit of recurring profit and loss has increased significantly year-on-year.

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