Chinese semiconductor industry
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Huada Jiutian: Some digital tools support 5nm and have been commercialized
Jiweiwang news (text/Bai Yuxuan) On February 10, Huada Jiutian said in an institutional survey that the company's SPICE circuit simulation tool Empyrean ALPS has passed the Samsung Semiconductor EDA tool certification process SAFE™-QEDA in 2021, realizing the Its 14nm and 8nm process support. In the future, Huada Jiutian will join hands with Samsung Semiconductor to provide the industry with new and leading design resources and solutions, help improve IC design efficiency, and accelerate product launch.
In addition, regarding the details of "some digital tools supporting 5nm", Huada Jiutian introduced that there are three main prerequisites for the company to release new products: first, the new product has completed product development; second, it has completed customer polishing and verification iterations; purchase. Therefore, the company announced that some digital tools support 5nm, which means that this part of the tools has been commercialized.
According to Huada Jiutian, the profit model of the company's EDA software is the authorization model, that is, the company sells the specified version of the software to customers and charges the authorization fee during the contract period. Customers can choose EDA software authorized by different periods according to their own business needs.
Moreover, Huada Jiutian said that the period authorization of the company's EDA software is usually 1-3 years. According to the customer's own needs and the negotiation with the company, the contract can provide one or more authorizations within a certain period of time. Among them, the authorization period is more than 3 years.
Huahai Qingke intends to spend 100 million yuan to participate in the establishment of Jinpu Innovation Fund, which will mainly invest in semiconductors and other fields
According to news from Weibo, on February 14, Huahai Qingke announced that in order to expand the company's industrial layout, make full use of the professional strength and resource advantages of the organization, increase investment channels, and improve the company's capital use efficiency, on February 14, 2023, the company Signed the "Shanghai Jinpu Innovation Private Equity Investment Fund Partnership (Limited Partnership) Limited Partnership Agreement", the company intends to subscribe for shares of Jinpu Innovation Fund with its own funds of 100 million yuan as a limited partner.
It is reported that the target fundraising amount of Jinpu Innovation Fund is 3 billion yuan, of which 1.608 billion yuan is raised for the first time. It is still in the stage of fundraising, and the proportion of shares held by the company is subject to the completion of the final fundraising.
The announcement shows that the fund invests within the scope of equity investment in the form of a private equity investment fund, including unlisted company equity, convertible bonds, equity fund shares, and other assets recognized by the China Securities Regulatory Commission. The main investment industries are semiconductors, information technology, new energy, medical and health, etc. The investment area is not limited, and the investment stage is mainly unlisted growth companies.
yeah....
YMTC should also take the downturn opportunity to invest in process R&D, and cooperate with equipment manufacturers like NAURA and AMEC. A key issue to solve is the high aspect ratio RIE for NAND channel etching and conformal deposition like ALD for channel coating. You can never have too good of etch or deposition for 3D NAND.
They might also be waiting for domestic metrology tools, as metrology in 3D NAND can be quite complicated and uses tools that otherwise only are seen in academic R&D environments such as SAXS.
Based on what we've read, YMTC qualifying domestic tools will take a while. And their existing tools based on what @hvpc said probably aren't running optimally right now. So even if gov't is helping them out, it's going to be a painful couple of years for them. I wouldn't necessarily believe anything out of SCMP, but I think it's fair to assume that they need some time to qualify domestic tools. More than anything, that's probably what is hurting their expansion plans.
Beyond that, they are having trouble selling their products on JD right now. Demand is just not there. I keep reading about different SSDs dropping to new lows in pricing.
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