Chinese semiconductor industry

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tokenanalyst

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Wanye Enterprise: Jiaxin Semiconductor Co., Ltd. will carry out secondary structural construction in the first quarter of this year.​


Wanye Enterprise disclosed the investor relations activity record on April 3, showing that the company's Yangtze River Delta Integration Demonstration Zone (Jiashan, Zhejiang) Jiaxin Semiconductor Equipment Technology Co., Ltd. carried out two The construction of the secondary structure is expected to be completed and transferred to the stage of interior decoration and equipment installation to further ensure the completion and commissioning of the project by the end of the year. The Jiaxin Semiconductor project is located in Xiadianmiao District, Xitang Town Industrial Park, Jiashan. The total investment of the project is 2 billion yuan, covering a variety of integrated circuit core front-end equipment such as etching machines, thin film deposition, rapid heat treatment and annealing. In the future, it will form a complete range of The equipment R&D and manufacturing base is expected to meet the demand for 8-inch and 12-inch equipment in the domestic market.​
 
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bzhong05

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olalavn said:
the investment in China’s semiconductor projects will reach 1.5 trillion yuan in 2022.
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This is very encouraging news, but if you look at where the money is flowing, equipment funding is still, imo, relatively weak (just 2.4%). And I wonder for the money that went into chip design - how much of it is going into companies that make chip design software and can resolve China's bottleneck problems in software?
 
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China tackles chip talent shortage with new courses, higher pay​

SHANGHAI, March 29 (Reuters) - China is ramping up efforts to develop home-grown semiconductor talent as it seeks to rapidly fill a shortage of expertise that has been made worse by U.S. efforts to limit Beijing's access to advanced chip technology.

China faces a shortage of an estimated 200,000 industry workers this year, according to a white paper jointly published by the China Center for Information Industry Development, a government think tank, and the China Semiconductor Industry Association (CSIA), a trade group.

However, students and experts told Reuters that China's emerging chips curriculums do not provide the kinds of hands-on industry experience offered by more advanced schools in Taiwan and the United States.

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Interest in semiconductors has surged since 2018, when the Trump administration imposed the first bans on ZTE. Salaries in chip engineering have doubled, graduate and undergraduate enrollment have surged. But the quality of education and whether the right subjects are being targeted is questionable.
 
sunnymaxi

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gadgetcool5 said:

China tackles chip talent shortage with new courses, higher pay​

SHANGHAI, March 29 (Reuters) - China is ramping up efforts to develop home-grown semiconductor talent as it seeks to rapidly fill a shortage of expertise that has been made worse by U.S. efforts to limit Beijing's access to advanced chip technology.

China faces a shortage of an estimated 200,000 industry workers this year, according to a white paper jointly published by the China Center for Information Industry Development, a government think tank, and the China Semiconductor Industry Association (CSIA), a trade group.

However, students and experts told Reuters that China's emerging chips curriculums do not provide the kinds of hands-on industry experience offered by more advanced schools in Taiwan and the United States.

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Interest in semiconductors has surged since 2018, when the Trump administration imposed the first bans on ZTE. Salaries in chip engineering have doubled, graduate and undergraduate enrollment have surged. But the quality of education and whether the right subjects are being targeted is questionable.
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this is another exaggerating report from western media. they are repeating 200,000 figure since 2020.

by 2025, China will be the home of 1+ Million chip related talent. by far the largest ever. and this will continue to grow.
 
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Zhuo Xinjie's domestic photoresist project settled in Taicang


Recently, Zhuo Xinjie (Suzhou) Semiconductor Materials Technology Co., Ltd.'s domestic photoresist project settled in Taicang, Suzhou. According to news from Taicang Technology, the project is led by the team of Dr. Liu Yingguo from Nanyang Technological University in Singapore, aiming to break through the "stuck neck" technology of semiconductor materials and develop 193nm ArF photoresist products.
According to reports, the project demonstrated the development process of 193nm photoresist in the structural design of the main resin, the synthesis process of the monomer, the synthesis process of the main resin, the evaluation of the photoacid generator, and the formulation research, and developed the The sample can be used on 7-14nm lithography machine. Institutional analysis pointed out that due to the short shelf life of high-end photoresist (usually only about 6 months or even shorter), once the import is "restricted" or even "supplied", it is bound to face the severe threat of a complete shutdown of domestic chip companies in the short term. Bad situation. With the acceleration of localization of key raw materials, domestic manufacturers are expected to increase their share.

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With a total investment of about 2.5 billion yuan, Henan East Microelectronics Semiconductor Chip Material Tashan Project started construction.

On March 31, the commencement ceremony of our company's semiconductor chip material Tashan Project was held in Zhengzhou Airport District. The total investment of the project is about 2.5 billion yuan, covering an area of 198 acres, with a total construction area of about 200,000 square meters. It mainly builds a complete integrated circuit small, medium and micro industrial park including factories and dormitories. Among them, the first phase of the project is located in the south of Planning Industry 6th Road and east of Planning Industry 2nd Street in Shuanghe Lake Area, covering an area of more than 50 mu.​
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After the completion of the project, it will mainly produce key components and materials for core equipment used in integrated circuit manufacturing such as furnace tubes, as well as high-purity precious metal targets such as gold, silver, and platinum, and realize the localization of related products. After all are put into production, various types of precious metal targets can be produced every year There are more than 3,000 pieces of material, and 100 sets of furnace tubes and other equipment for integrated circuit manufacturing.
In the future, Dongwei Electronics will devote itself to becoming a comprehensive integrated circuit enterprise integrating chip manufacturing, equipment, materials, and parts R&D and production, and contribute to the development of China's integrated circuit industry.

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paiemon

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sunnymaxi said:
this is another exaggerating report from western media. they are repeating 200,000 figure since 2020.

by 2025, China will be the home of 1+ Million chip related talent. by far the largest ever. and this will continue to grow.
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I hope these semiconductor industries offer co-operative education or work-placement learning for students. As an observer, it seems to be an industry where practical hands on experience is quiet invaluable and putting that in place early in the educational curriculum would make talent more accessible and able to contribute without as much of ramp up. Personally, I am a big fan of the German education model where this is heavily emphasized.
 
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bzhong05 said:
This is very encouraging news, but if you look at where the money is flowing, equipment funding is still, imo, relatively weak (just 2.4%). And I wonder for the money that went into chip design - how much of it is going into companies that make chip design software and can resolve China's bottleneck problems in software?
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Fabs are outrageously expensive, so they naturally have to get a big chunk of the money. It's important to note that the funds invested in them flow to their SME suppliers as profit, which can then be reinvested in expanding capacity. Doing it this way allows for both the upstream and downstream to expand whereas if a lot of the money went to SME's then you would have tool capacity expansion but fewer new fabs. Manufacturing the equipment is also less capital intensive that manufacturing chips, so each dollar goes further in expanding capacity.
What I can't understand is how almost $80 billion is going into chip design, which seems like a crazy sum for such an asset-light business.
Wahid145 said:
Can someone elaborate on this? I noticed YMTC does not need lithography as much as it needs more precise etching. Which is the latest AMEC available right now and how does it compare to latest LAM research etch. Also another thing is, both AMAT and LAM makes Etching machine, why is LAM Etching machine is so much better then AMAT?
Finally, am I the only one who's extremely frustrated by lack of progress (official announcements!) From SMEE when we can constantly see how other Chinese SME companies boast about their progress in last couple of years? Even LoongSong is making so much progress trying to catch up with Intel and AMD going into 7nm process in next few years (LS3A6000++) but how on earth are they going to be able to fabricate it without ArFi? I'm keenly aware of two other things China needs to overcome (mainly photoresist and EDA) but in both of those cases I'm quite confident China will be able to catch up in next 2 years. But I'll be honest SMEE looks shady to me and I want some other competent company to take in the role of developing ArFi (along with the light source and optics). Tbh I might sound emotional but I want the whole Chinese nation to rally for ArFi and EUVL like they did for other stuffs in the past
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I share your frustration. SMEE is part of a national team and its suppliers include CAS branches like SIOM, but it's still very strange to me that the central government would choose a small, city-level SOE to play the integrating role in such an important project. Why not an experienced giant like the CETC? Yes I know it was involved in project 02 but there does not seem to be anything publicly available on whether it is working on Arfi.
 
PopularScience

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bzhong05 said:
This is very encouraging news, but if you look at where the money is flowing, equipment funding is still, imo, relatively weak (just 2.4%). And I wonder for the money that went into chip design - how much of it is going into companies that make chip design software and can resolve China's bottleneck problems in software?
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A large part of the money spent on building a fab goes to buying equipment.
 
PopularScience

PopularScience

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Boltzmann said:
Fabs are outrageously expensive, so they naturally have to get a big chunk of the money. It's important to note that the funds invested in them flow to their SME suppliers as profit, which can then be reinvested in expanding capacity. Doing it this way allows for both the upstream and downstream to expand whereas if a lot of the money went to SME's then you would have tool capacity expansion but fewer new fabs. Manufacturing the equipment is also less capital intensive that manufacturing chips, so each dollar goes further in expanding capacity.
What I can't understand is how almost $80 billion is going into chip design, which seems like a crazy sum for such an asset-light business.

I share your frustration. SMEE is part of a national team and its suppliers include CAS branches like SIOM, but it's still very strange to me that the central government would choose a small, city-level SOE to play the integrating role in such an important project. Why not an experienced giant like the CETC? Yes I know it was involved in project 02 but there does not seem to be anything publicly available on whether it is working on Arfi.
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Chip design is not asset light. Production needs money.

Also, Shanghai is not an average city.
 
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