Chinese semiconductor industry

Chinese fabs face risks of photoresists export controls by Japan and support is given to more substitutive makers



"Rumors circulated on March 8 that a Japanese photoresist company had stopped supplying a Chinese chip company. As a result, photoresist concept stocks became popular, particularly Rongda Photosensitive & Technology, which rose by 50% in three days."

Stock rose 50%!!! in 3 days. I mean, c'mon!!!

european_guy said:

Chinese fabs face risks of photoresists export controls by Japan and support is given to more substitutive makers

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"Rumors circulated on March 8 that a Japanese photoresist company had stopped supplying a Chinese chip company. As a result, photoresist concept stocks became popular, particularly Rongda Photosensitive & Technology, which rose by 50% in three days."

Stock rose 50%!!! in 3 days. I mean, c'mon!!!

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I want to invest in Chinese semiconductor ETF if exist

From Q&A with Loongson today.

公司主营业务为处理器及配套芯片的研制、销售及服务，公司产品目前的应用领域包括工控、信息化两个方向。公司目前暂未涉及DPU研发。感谢您对公司的关注。

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Loongson is not developing DPU. It is developing industrial control and information (CPU?) chips.

尊敬的投资者，您好。公司通用型图形处理器GPGPU在研发过程中。感谢您对公司的关注。

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It is working on a GPGPU. This should be developed purely on its own without using any 3rd party IP that other Chinese GPU designers typically use

桥片7A2000已于去年正式发布，内部集成了自研统一渲染架构的GPU核，可形成独显方案，极大减低系统成本；通用SoC芯片2K2000已于今年1月流片成功，集成了龙芯自主研发的LG120 GPU核，进一步优化了图形算法和性能；公司通用型图形处理器GPGPU在研发过程中。感谢您对公司的关注。

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7A2000 bridge chip was announced last year to provide a GPU core for SoC. The new 2K2000 SoC uses self developed LG120 GPU. Has improved rendering calculation and such.

公司募投项目“高性能通用图形处理器芯片及系统研发项目”将针对图形加速、科学计算尤其是人工智能应用的需求，研发自主的具有高通用性、高可扩展性的通用型图形处理器产品及其软硬件体系，与公司的通用处理器产品形成协同效应，构建更有竞争力的信息化基础设施核心平台。感谢您对公司的关注。

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More commentary on developed high performing GPGPU.

3A6000已经流片，预计今年上半年流片回来。

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3A6000 has already been taped out and will come back in the first half of this year.

caudaceus said:

I want to invest in Chinese semiconductor ETF if exist

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3191 HKD
9191 USD
​

tokenanalyst said:

View attachment 109142

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Maybe we will finally see it this week.

What an interesting day. Confirmation of:
1) SMEE winning lithography orders (likely for DUV)
2) Huawei getting domestic produced 5G SoC chiplet from SMIC
3) SMIC 7nm process getting breakthrough
4) SMIC 12/14nm process seeing high yield
5) Big fund giving a lot of money to domestic chip industry.

tokenanalyst said:

View attachment 109142

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Who is Shanghai Electromechanical Equipment Tendering Co.?

theorlonator said:

Who is Shanghai Electromechanical Equipment Tendering Co.?

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Probably translation.

pevade said:

Is LabTech even a Chinese company? I think it is a front for SerCon.

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Sercon doesn't manufacture ICP MS though, and on Labtech website the Sercon products have the Sercon logo, while the Labtech products have the Labtech logo.


You can buy the Labtech LabMS 3000 from a distributor that says it's Labtech products.


They never say that the other product is theirs. They clearly state that their IRMS series is from Sercon.

大基金二期注册资本2041.5亿元，公开投资企业超过40家，主要涉及存储、设计、设备、材料等。

在大基金一期投资项目中，芯片制造占67%、设计占17%、封测占10%，设备和材料投资仅占6%；并且主要投资行业龙头大公司

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So big fund invested 204.1B RMB in 40 companies. Chipmaking represented 67%, designing 17%, packaging 10% and tools/material just 6%
Major investment seem to be at YMTC and SMIC's new fabs.
Also quite a bit with CXMT, CR Micro, Silan & FullSemi