Chris Mack series on Nanofabrication are also pretty good.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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This is why so difficult to determine what "independence" means, China domestic equipment companies have capture 73% of all bidding purchases, give or take depending on how much of the direct purchases are domestic.
Taking into account installed tools foreign companies still dominate because the Chinese are not going to throw those to the sea but in new equipment the BIS export controls may have flipped the US sales share monopoly in favor of Chinese and non US companies.
Sophon maybe?
anyway, this seems to be a very exciting development for China's RISC-V community. Here is the infamous
From
Looks like PerfXLab is tasked with actually put this CPU in high performing computing server and testing out. MilkV is putting this in developer box
More on SG2042 from here
Hair working with T-Head for smart home RISC-V usage
it uses 12nm process. At the time, Canaan Creative said they had already sold 2 million CPUs for their earlier generation K210 and K510 to 20 countries, so they already have quite a market.
This chip is important because it's the first chip to use Vector 1.0, which is RISC-V's first stable version
Sounds like Sophon will work with T-Head to mass produce their chips and to explore the cloud/edge chip market.
Google confirms T-Head is the first to put RISC-V chips on Android system
Netease works with T-Head for blah, blah, blah
Hair working with T-Head for smart home RISC-V usage
by the way, K230 was announced 3 months ago and was posted earlier in this thread. I forgot about it actually.
it uses 12nm process. At the time, Canaan Creative said they had already sold 2 million CPUs for their earlier generation K210 and K510 to 20 countries, so they already have quite a market.
This chip is important because it's the first chip to use Vector 1.0, which is RISC-V's first stable version
Flow vs stock is a crucial concept that seems to be chronically overlooked or miscomprehended in the analysis of pretty much anything involving economic or market data.
so this article drove me to look into this claims and it's explained in a couple of articles here
This first on is pretty complete with the ownership structures involved with YMTC
And the second is less so
But important part here is that the registered capital for YMTC has increased from 56.2B RMB to 105.2B RMB due to the big fund investment plus hosts of other investment.
Normally, this kind of increase in registered capital happens when a fab is about to invest in a lot of equipment purchases for capacity expansion.
As discussed in the 163 link, Huahong group also got an injection capital last year as part of its effort to add new Wuxi fab with $6.7B in Capex.
For YMTC to add 50B RMB, that's a pretty large expansion planned.
Makes me think the despite the current slowdown, YMTC is still optimistic about its future prospects even if its expansion is delayed by a year or two.
This first on is pretty complete with the ownership structures involved with YMTC
And the second is less so
But important part here is that the registered capital for YMTC has increased from 56.2B RMB to 105.2B RMB due to the big fund investment plus hosts of other investment.
Normally, this kind of increase in registered capital happens when a fab is about to invest in a lot of equipment purchases for capacity expansion.
As discussed in the 163 link, Huahong group also got an injection capital last year as part of its effort to add new Wuxi fab with $6.7B in Capex.
For YMTC to add 50B RMB, that's a pretty large expansion planned.
Makes me think the despite the current slowdown, YMTC is still optimistic about its future prospects even if its expansion is delayed by a year or two.
It's important to note that the engineering work would have already been completed before the paper was written.
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