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Chinese semiconductor industry
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Expansion of YMTC with the help of AMEC.
Progress has been made in etching equipment with extremely high aspect ratio: the FLEX series equipment for etching with extremely high aspect ratio of LAM in the United States is the most important obstacle restricting the expansion of domestic 3D NAND production; the extremely high aspect ratio used by AMEC for more advanced microscopic device manufacturing processes Etching equipment has made gratifying progress and is expected to contribute sales revenue to the company. The breakthrough and large volume of this kind of equipment will help the major customers of AMEC to resume production expansion and strongly stimulate their own performance.
Progress has been made in etching equipment with extremely high aspect ratio: the FLEX series equipment for etching with extremely high aspect ratio of LAM in the United States is the most important obstacle restricting the expansion of domestic 3D NAND production; the extremely high aspect ratio used by AMEC for more advanced microscopic device manufacturing processes Etching equipment has made gratifying progress and is expected to contribute sales revenue to the company. The breakthrough and large volume of this kind of equipment will help the major customers of AMEC to resume production expansion and strongly stimulate their own performance.
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Sanctions are the best thing to have happened to the Chinese economy since millet.
This would explain the new funding which has doubled the registered capital of YMTC.
I don't know how many tools they still need at YMTC, but seems like the new registered capital would only be happening if they got update that a De-americanized process for 128nm may be ready in the next year.
Also more generally, this to me boosts the idea that AMEC and NAURA can provide alternatives to Lam/AMAT for 14nm process sooner rather than later.
More good news from Moore Threads
When it was originally put on JD, there was only limited supply that could only be bought with purchase code. Now, they got an updated supply and purchase code is no longer required. Price has also dropped to 1870 RMB from 2999
Considering that this came after their recent firmware update, I think it's a good sign that they've
1) Have a stash of them already produced (my guess TSMC produces them)
2) It's no longer considered to be in beta mode and they expect some of the performance issues to have been worked through
3) They've put in a large order with chipmaker. Lower sales price would indicate that they are now able to sell a large quantity of them
When it was originally put on JD, there was only limited supply that could only be bought with purchase code. Now, they got an updated supply and purchase code is no longer required. Price has also dropped to 1870 RMB from 2999
Considering that this came after their recent firmware update, I think it's a good sign that they've
1) Have a stash of them already produced (my guess TSMC produces them)
2) It's no longer considered to be in beta mode and they expect some of the performance issues to have been worked through
3) They've put in a large order with chipmaker. Lower sales price would indicate that they are now able to sell a large quantity of them
Phytium s5000 integrated circuit layout patent announcement
Referring to d2000 and s2500, the time of first commercial use is basically the release time, and s5000 has been put into commercial use in a low-key manner at the end of last year.
Referring to d2000 and s2500, the time of first commercial use is basically the release time, and s5000 has been put into commercial use in a low-key manner at the end of last year.
Here's another list (no paywall!) compiled by Xinbang (a Wechat account covering semiconductors) on semiconductor industry delegates in China's "two sessions" - a total of 26 members from the industry!
Also included in the article are synopses of select proposals made by the delegates on improving the semiconductor ecosystem in aspects such as R&D and education.
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If there is a chip shortage or if the ongoing sanctions make it difficult for some Fabs to produce certain chips in huge volumes, is it viable to reuse chips from old products? I don't think my car, TV or microwave really cares if the chips controlling them have already been used, their other components are more likely to wear out than the chip themselves.
I might have issue if I buy a high end phone to know that it's CPU has already been used for a couple of years. But I don't see why other products can't just reuse chips from recycled products.
I might have issue if I buy a high end phone to know that it's CPU has already been used for a couple of years. But I don't see why other products can't just reuse chips from recycled products.
A lot of people ignore the fact most of the chips China imports are for making products for later export. China's own requirements are much smaller and they likely can already produce enough to meet their own requirements. I think the main issue is the dependency on imports of tools and materials like photoresist. Companies like SMIC and Hua Hong are getting close in terms of revenue to leading edge foundries like GlobalFoundries already. If SMIC successfully pulls off their expansion they will surpass UMC and GlobalFoundries to become the #2 foundry by volume after TSMC.
Tianjin Jinhaitong Semiconductor Equipment Co., Ltd. was listed on the main board of Shanghai Stock Exchange
Tianjin Jinhaitong Semiconductor Equipment Co., Ltd. was successfully listed on the main board of the Shanghai Stock Exchange, further expanding the influence of the "Binhai sector" in the capital market.
Tianjin Jinhaitong Semiconductor Equipment Co., Ltd. was established in December 2012. It is a high-tech enterprise engaged in the research, development, production and sales of semiconductor packaging and testing equipment. It is a key semiconductor equipment enterprise cultivated locally in Tianjin. The company focuses on the localization of the layout of the IC test equipment segment and has become a leading enterprise in the domestic test equipment segment. The main product is a semiconductor chip test sorter. The technical indicators of product development have reached the international advanced level of similar products and are exported to Malaysia, Singapore, and South Korea. , the United States and other places.
With the successful listing of the company, there are 54 listed companies in Binhai New Area. Binhai New Area attaches great importance to the important role of the capital market in promoting high-quality development. According to the idea of "reserving a batch, cultivating a batch, reforming a batch, tutoring a batch, and reviewing a batch", it will comprehensively accelerate the pace of listing of enterprises and promote more Many high-quality companies have entered the capital market. In the next step, the New District will continue to increase efforts in digging and cultivating enterprises listed on the market, continuously enrich the resource pool of key cultivated listed companies, support and promote the listing of high-quality enterprises in the New District, and vigorously create new potential for high-quality development.
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