Chinese semiconductor industry

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tokenanalyst

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The 100 million yuan Zhongke Guangzhi semiconductor packaging equipment localization headquarters project landed in Chongqing​


According to news from Jiwei.com, on March 30, Beibei District of Chongqing held a key project signing and starting activity in the first quarter of 2023, including the Zhongke Guangzhi semiconductor packaging equipment localization headquarters project.

According to news from CNR.com, Zhongke Guangzhi (Chongqing) Technology Co., Ltd. plans to invest 100 million yuan to implement the localization headquarters project of Zhongke Guangzhi semiconductor packaging equipment in Chongqing's characteristic sensor industry base, and build a localized research and development of semiconductor packaging equipment, In the production center, microwave plasma cleaning machines, vacuum eutectic welding furnaces and other production lines are built.

It is reported that Zhongke Guangzhi focuses on the field of special equipment for semiconductor packaging, and provides one-stop semiconductor packaging solutions of "equipment, process, and materials" for the domestic semiconductor market. At present, it has realized the innovation of many domestic semiconductor packaging equipment research and development .

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mst

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Micron Stock Tumbles After China Says It Will Review Chip Sales in Key Market.
Cyberspace Administration of China, one of the country’s main technology regulators, said Friday that it was implementing a cybersecurity review of products sold by Micron in China.
It confirms a risk that Micron raised in its latest annual report, when the group flagged that “the Chinese government may restrict us from participating in the China market or may prevent us from competing effectively with Chinese companies.”

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xypher

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Micron Stock Tumbles After China Says It Will Review Chip Sales in Key Market.
Cyberspace Administration of China, one of the country’s main technology regulators, said Friday that it was implementing a cybersecurity review of products sold by Micron in China.
It confirms a risk that Micron raised in its latest annual report, when the group flagged that “the Chinese government may restrict us from participating in the China market or may prevent us from competing effectively with Chinese companies.”

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Quite the nerve they have. Well, yes, why should Micron be given the right to compete effectively with China when Chinese companies are getting banned left and right based on nothing? It's only fair for American companies to be treated the same in China. Plus Micron already tried to brain drain Chinese engineers when it closed its office in Shanghai, it should be one of the first to be banned from Chinese market.
 

tphuang

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Micron Stock Tumbles After China Says It Will Review Chip Sales in Key Market.
Cyberspace Administration of China, one of the country’s main technology regulators, said Friday that it was implementing a cybersecurity review of products sold by Micron in China.
It confirms a risk that Micron raised in its latest annual report, when the group flagged that “the Chinese government may restrict us from participating in the China market or may prevent us from competing effectively with Chinese companies.”

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well Biden administration is getting what it deserves for turning memory chips into a national security issue.

With YMTC able to restart expansion over the next year and replace old process with all 128 layer process in fab 1, it will gain significant market share. Completely logical for Chinese gov't to play the national security card after Biden people started it.

Once they can ramp up domestic 12 to 7 nm production, Intel/AMD will be next.
 

FairAndUnbiased

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What’s so mysterious about optical metrology?
It's an inverse problem.

You can't extract information from the results directly like you can with X-ray or electron, which directly from images or spectra that can be directly measured and interpreted. It is literally just like looking at it with your eyes, just enhanced a bit by your instrument.

For optical CD, the optical scattering patterns by itself is meaningless, since you physically cannot extract sub wavelength imaging information directly. Instead there will be hints, but just hints, in the scattering patterns. You have to theoretically calculate the scattering patterns with N free parameters, and see if they fit your model.

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My brain has trouble with trusting inverse problems as there's always the doubt of "but what if the model is wrong/incomplete".

Imaging and spectral data is different. You are directly observing the property of interest. It is model free. The CD is directly observed.

It is like the difference between directly observing a crime happen and piecing a crime together with a forensic team. There's some cases that are airtight, some cases confuse for decades, and sometimes bias puts the wrong guy in jail. But direct observation always works.
 

caudaceus

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Micron Stock Tumbles After China Says It Will Review Chip Sales in Key Market.
Cyberspace Administration of China, one of the country’s main technology regulators, said Friday that it was implementing a cybersecurity review of products sold by Micron in China.
It confirms a risk that Micron raised in its latest annual report, when the group flagged that “the Chinese government may restrict us from participating in the China market or may prevent us from competing effectively with Chinese companies.”

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Cramer approve
https://www.reddit.com/r/wallstreetbets/comments/123xfq3
Cramer part of UFWD?
 

caudaceus

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It's an inverse problem.

You can't extract information from the results directly like you can with X-ray or electron, which directly from images or spectra that can be directly measured and interpreted. It is literally just like looking at it with your eyes, just enhanced a bit by your instrument.

For optical CD, the optical scattering patterns by itself is meaningless, since you physically cannot extract sub wavelength imaging information directly. Instead there will be hints, but just hints, in the scattering patterns. You have to theoretically calculate the scattering patterns with N free parameters, and see if they fit your model.

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My brain has trouble with trusting inverse problems as there's always the doubt of "but what if the model is wrong/incomplete".

Imaging and spectral data is different. You are directly observing the property of interest. It is model free. The CD is directly observed.

It is like the difference between directly observing a crime happen and piecing a crime together with a forensic team. There's some cases that are airtight, some cases confuse for decades, and sometimes bias puts the wrong guy in jail. But direct observation always works.
Seems Huazhong SciTech U State Key Laboratory of Digital Manufacturing Equipment and Technology working w/ this issue
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FairAndUnbiased

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Seems Huazhong SciTech U State Key Laboratory of Digital Manufacturing Equipment and Technology working w/ this issue
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I'm sure there are people in China working on this. I personally don't understand these things so I have a hard time evaluating them.
 
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