28nm is planar，14nm is FinFET. Big difference
Chinese semiconductor industry
- Thread starter Hendrik_2000
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28nm is planar，14nm is FinFET. Big difference
Lol This made me laugh so hard. I don't know why.
Because it's just absurd, it same as anonymous intelligence agent says x about China to the press.
Big fund investing into Silan Micro with 1B RMB. It's investment in Silan will total 1.6B RMB. Silan will see huge bump into its IGBT production with 7.2 million IGBT modules per year
Just as importantly, Silan making huge investment into increasing its SiC production with 6k 6-inch wafers per month by end of this year and eventually reaching 120k wafers per year of SiC MOSFET and 14.4k wafers per year of Sic SBD
So, expect a lot more SiC usage in Chinese NEVs + Chinese chipmakers to dominate this sector imo.
So Shengmei already supports sub 28nm process for cleaning equipment, electroplating equipment and copper polishing equipment
looks like it also entered the Sic substrate cleaning business for the first time. That's good given the increased production here
ChangAn forming JV with StarPower to research, produce and sell automotive power chips. Table there of which IGBT makers supply which automaker. Other than SAIC, looks like all the other domestic players get IGBTs from domestic chipmakers. Actually, not sure about NIO & XPeng. Tesla is probably getting from ST & Infineon.
IGBT shortage is easing due to the huge capacity increase in China this year and next.
JCET Accelerates Technology Upgrades and Transformation in 2022, Maintaining a Leading Edge in High Value-added Applications
2023-03-30Q4 2022 Financial Highlights：
- Revenue was RMB 8.98 billion, an increase of 4.6% year-on-year.
- Generated RMB 1.63 billion cash from operations. With net capex investments of RMB 1.24 billion, free cash flow for the quarter was RMB 0.39 billion.
- Net profit was RMB 0.78 billion.
- Earnings per share was RMB 0.44, as compared to RMB 0.49 in Q4 2021.
- Revenue was RMB 33.76 billion, an increase of 10.7% year-on-year. A record high in the company’s history.Generated RMB 6.01 billion cash from operations. With net capex investments of RMB 3.81 billion, free cash flow was RMB 2.20 billion.
- Net profit was RMB 3.23 billion, a record high in the company’s history.
- Earnings per share was RMB 1.82, as compared to RMB 1.72 in 2021.
In 2022, JCET’s pioneering efforts in advanced packaging and testing technology and manufacturing continued to yield results. The company has honed its core technological capabilities through in-depth collaboration with global customers, forming a differentiating competitive advantage. The company’s XDFOI™ high-density multi-dimensional heterogeneous integration chiplet technologies have entered the stage of high volume manufacturing (HVM). The company now provides multiple customers with HVM advanced packaging solutions for 4D millimeter-wave radar. During the reporting period, the profit and revenue contributed by high-performance, high-density system-level packaging technology and fan-out wafer-level packaging technology showed solid growth year-on-year. The revenue share of high-value-added products such as computing electronics and automotive electronics also continued to grow. Revenue from automotive electronics increased by 85% year-on-year in 2022, while computing electronics increased by 46% year-on-year. The company gained more test businesses in areas such as 5G RF, automotive chips, high-performance computing chips, and related business attributing to a revenue increase of 25% year-on-year.
Do I ever said that this people are really overpaid? Who ever pay this dude to come with this crap is getting robbed, it will better off to take the money burn it and with the ash fertilize a tree because at least something productive will come out it.
And the sad part is that in the brain dead halls of D.C. it's voices like this individual's that are getting louder.
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