Chinese semiconductor industry

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Weaasel

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If I read correctly, only AMAT and Plasma Therm appear in the list, and only for small number of equipment.

If we consider that until last year AMAT was doing billions of dollars out of Chinese market, we can see which kind of deep fall they took. For US manufacturers the writing is on the wall in China, they have already mostly disappeared, and this is not a small thing. They have been market leaders since always in China, it was a double digit billions of dollars market for them.
It is about time... China's status and aspirations and considering that it is confronting an alliance made of countries that are overwhelmingly comprised of the most technologically advanced ones necessitates that China indigenize all worth while tech and production domestically...
 

tokenanalyst

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Guangliwei intends to invest 30 million yuan in the establishment of a partnership enterprise, focusing on the semiconductor industry​


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Jiwei.com News On February 21, Guangliwei issued an announcement saying that the company plans to cooperate with Zhejiang Caitong Capital Investment Co., Ltd., Zhejiang Financial Holding Investment Co., Ltd., Hangzhou Gongshu State Investment Industry Development Co., Ltd., and Dongyang Jintou Innovation Equity The investment partnership (limited partnership) jointly initiated the establishment of "Hangzhou Caitong Lingxin Equity Investment Fund Partnership (Limited Partnership)."

It is reported that the total target capital contribution of the partnership is 100 million yuan, the main business is investment, the investment direction is technology-based enterprises with core technology and competitiveness, and the focus is on the semiconductor industry. Wan Yuan participated in the investment and establishment of a partnership as a limited partner.

Guangliwei pointed out that the partnership, as an investment platform for the company to invest in the field of manufacturing EDA and electrical testing, promotes the company's advance layout and industrial chain integration in the field of manufacturing EDA and electrical testing through methods not limited to mergers and acquisitions and investment. Having a professional investment institution as the executive partner of the industry fund is beneficial for the company to use the resources of professional institutions to improve the professionalism of investment target-related decisions, and provide support for the company to further realize the layout and resource integration of manufacturing EDA and electrical testing fields , to promote the realization of the company's overall strategic goals.

It further stated that the establishment of partnerships will help integrate the ability of professional investment institutions to select targets and the company's influence in the integrated circuit industry chain, and invest in technology-based enterprises with core technology and competitiveness, especially those that can cooperate with the company Forming an integrated circuit enterprise with resource synergy and complementary advantages helps the company to form a good development ecology related to its own software and hardware business upstream and downstream, and at the same time helps the company obtain a higher return on investment value.

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tphuang

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lol, I guess the TSMC/Arizona experience is getting a lot of people grumbling. But don't worry, it will start production. TSMC's biggest concern isn't its Arizona plant, but rather the day when SMIC has its EUV.
Wayne Chiu, an engineer who left TSMC last year, said he had thought about joining the company’s overseas expansion drive but lost interest after realizing he would likely have to pick up the slack for U.S. hires.
“The most difficult thing about wafer manufacturing is not technology,” he said. “The most difficult thing is personnel management. Americans are the worst at this, because Americans are the most difficult to manage.”
 

FairAndUnbiased

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lol, I guess the TSMC/Arizona experience is getting a lot of people grumbling. But don't worry, it will start production. TSMC's biggest concern isn't its Arizona plant, but rather the day when SMIC has its EUV.
TSMC Arizona is a huge money sink. This is why foreign management in general doesn't work. They have to know the local management methods like making the employees piss in bottles, sudden firings via text and Zoom, and giving pizza parties to cushion wage cuts and layoffs while giving bonuses and stock buybacks to the real producers - the CEOs. Stone age methods like "teaching" and "respect" might not work in such an advanced market.
 

tokenanalyst

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"Over 10 billion" projects achieved 6+, and 35 projects including Tsinghua Unigroup, Shengmei, Bosch, and Huike made new progress​



According to news from Jiwei.com, the number of signed and started projects in the integrated circuit field in January 2023 was the same as that of the previous month, but the investment amount of individual projects was considerable, and the "over 10 billion" projects achieved 6+. For example, Huike’s 8.6-generation new display panel project has a total investment of 60 billion yuan, Mianyang Xinsheng’s display drive project has a total investment of 10.05 billion yuan, and Zhejiang Chuanghao Semiconductor Co., Ltd.’s annual production of 450,000 pieces of high-end packaging substrates has an investment of about 10 billion yuan. The total investment of the precision high-end manufacturing industry base project is expected to exceed 10 billion yuan......

The progress of important projects in the field of integrated circuits in January 2023 is as follows:

More than 13 projects were signed, distributed in 9 provinces (municipalities and autonomous regions) including "Tianjin, Chongqing, Jiangsu, Zhejiang, Anhui, Fujian, Henan, Sichuan and Mongolia", including the third phase of Lihao Semiconductor's 100,000-ton high-purity crystalline silicon project, Huike's 8.6-generation new display panel project wait;

More than 13 projects started construction, involving 8 provinces (municipalities) of "Liaoyu, Jiangsu, Anhui, Shaanxi, Zhejiang and Xiangchuan", including Mianyang Xinsheng display driver project, Zhejiang Chuanghao Semiconductor Co., Ltd. annual production of 450,000 pieces of high-end packaging substrate project, Ziguang ICT Equipment intelligent manufacturing base project, etc.;

More than 9 projects were capped and put into production, including the capping of Plant A of Shengmei Semiconductor Equipment R&D and Manufacturing Center, and the capping of Anhui Kuxin Semiconductor's annual output of 600 million semiconductor discrete devices.

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