Chinese semiconductor industry

How long do you think it will take for SMIC to get to 2nm and below once they get access to a EUV machine? Access to the best equipment isn't everything as we can see from Intel, you're gonna to need lots of talent and time to get used to the new machine and work your way up to the leading edge. 2 years maybe?

Beijing Shuoke Zhongkexin silicon carbide ion implanter delivered​

According to news from the micro-network, Beijing Shuoke Zhongkexin reported on April 4 that the silicon carbide ion implanter was successfully delivered.

On March 31, Beijing Shuoke Zhongkexin announced that it achieved double breakthroughs in equipment delivery and market orders in the first quarter. The Beijing head office and Changsha branch have successfully delivered 12 ion implanters successively, a year-on-year increase of 300%, and delivered 5 sets of equipment in March alone. In the first quarter, the newly signed contracts reached a new high, and the total contract value exceeded 350 million yuan, a year-on-year increase of 21%.

It is reported that Beijing Shuoke Zhongkexin was established in 2019 and originated from the 48th Research Institute of CETC. It is an earlier high-end equipment supplier in China that focuses on the ion implanter business in the integrated circuit field. At present, it has four products: medium beam ion implanter, low energy large beam ion implanter, high energy ion implanter and customized ion implanter.

tokenanalyst said:

Hangzhou Fuxin Semiconductor

Click to expand...

Their website seems kind of iffy.

55nm and 28nm with HKMG? There are only two fabs with 28nm in China. SMIC and Hua Hong.

Alright, Huahong Wuxi Phase 2 update. Picked contractor to build the factory now, bidding for tools will start later this year. Given this is 65 to 40nm node and investment from big fund, I would expect it to go mostly with domestic tools

The Loongson Zhongke enterprise office information platform has fully completed the localization replacement.​

According to news from Jiwei.com, on April 4, according to the official announcement of Loongson Zhongke, Loongson Zhongke's enterprise office information platform has been fully replaced by localization.

As early as January 1, 2023, Loongson Zhongke’s company ERP system based on the Loongson 3C5000 platform was officially launched. Currently, the system carries core business modules such as Loongson Zhongke’s financial cloud, supply chain cloud, and manufacturing cloud and has been running stably for three months.

The Loongson ERP system uses a localized platform, and is privatized and deployed on a virtualized cloud platform based on Loongson 3C5000 server clusters. It uses the self-developed Loongnix operating system, self-developed LoongDB database and Loongson virtualization technology, and adopts the Kingdee Cloud Cosmic PaaS platform and Kingdee Yunxinghan SaaS management cloud product.

Previously, Loongson Zhongke's OA office system has been replaced by localization based on Loongson CPU in 2020. The system is deployed on the Loongson 3C5000 server cluster, using domestic middleware and Panwei e-cology platform to realize online office scenarios such as process approval, knowledge document management, and business processing.

Loongson Zhongke said that the ERP system has been replaced independently and successfully applied, which marks that Loongson Zhongke’s enterprise office information construction has fully completed the replacement of localized platforms from end to cloud, from hardware to software, and fully verified the enterprise’s office information. The feasibility and reliability of the overall transformation of the localization system to the Loongson localization platform.

AMEC manufacturing facility tour.

Startup Funding: March 2023​

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EDA​

HyperSilicon raised over CNY 100.0M (~$14.5M) in Series A funding led by EDA company Empyrean Technology, joined by Xin Ding Capital, Qixin Capital, and Mars Venture Capital. HyperSilicon develops FPGA-based prototyping and emulation systems for SoC and ASIC verification. It employs automatic segmentation technology for splitting designs across multiple FPGAs and high-speed parallel compile to reduce the time of synthesis and iteration re-synthesis. Additionally, HyperSilicon offers hybrid emulation, where some parts of the design run in the emulator and other parts run in virtual prototyping. It is also working on electronic system level (ESL) tools and provides design services. Alongside the investment, Empyrean plans to support HyperSilicon’s further development. Founded in 2009, it is based in Wuxi, China.

Lonxun Quantum drew nearly CNY 100.0M (~$14.5M) in Series A and A+ rounds with investment from Founder H Fund and China Prosperity Capital. The company develops materials modeling and simulation software based on plane-wave density functional theory. Capable of atomic precision, its software targets scientific research as well as semiconductor and new energy industries. Founded in 2015, it is based in Beijing, China.

DeepVerse received tens of millions of yuan (CNY 10.0M is ~$1.5M) in seed funding led by Sequoia Capital China, joined by ZhenFund, Chaosheng Capital, and Newlight Partners. DeepVerse has developed a machine learning platform to accelerate materials research and development. The startup offers its consulting and development services to a range of industries, including semiconductors and batteries. Founded in 2021, it is based in Shanghai, China.

X-Epic raised new funding from CITIC Capital’s 5G Fund. X-Epic offers a suite of verification tools, including an FPGA prototyping system, a digital simulator, a high-level language verification system based on the Portable Stimulus Standard (PSS) to automatically generate test cases, a scalable formal verification tool based on word-level modelling, and a debug solution. It also offers verification consulting. Based in Nanjing, China, it was founded in 2020.

Manufacturing & equipment​

Jing Chuang Advanced Electronic Technology (JCA) raised hundreds of millions of yuan (CNY 100.0M is ~$14.5M) in Series A+ funding led by Qiming Venture Partners, joined by Shenzhen Venture Capital, SIDVC, Changshu Guofa Venture, Soochow Securities, and others. JCA provides semi-automatic and fully automatic wafer dicing saws, laser saws, and other precision cutting, grinding, and polishing equipment supporting 6- to 12-inch wafers. Funds will be used for technology and new product development, capacity expansion for its fully automatic products, and marketing. Founded in 2013, it is based in Suzhou, China.

AiFab drew tens of millions of yuan (CNY 10.0M is ~$1.5M) in Series A funding from Hyperscale Venture, Leading Venture Capital, and Ningbo Jiuyi Fund. AiFab provides an AI-powered yield management system (YMS) for semiconductor fabs. Funds will be used for product iteration and market expansion. Founded in 2020 by fab management and defect detection software provider ALLinABC and enterprise software company JoinFun, it is based in Shanghai, China.

AttoMotion drew CNY 7.0M (~$1.0M) in pre-Series A financing from Yichen Capital. The startup manufactures motion control technology for semiconductor equipment and precision scientific instruments. Founded in 2021, it is based in Rizhao, China.

Capital Semicon drew new financing from Addor Capital and Su Gaoxin Financial Holdings. The company manufactures vacuum components for semiconductor equipment. It also provides precision machining and surface treatment services for other fab equipment parts made of stainless steel, aluminum alloy, engineering plastics, and other materials. Founded in 2017, it is based in Suzhou, China.

Test, measurement & inspection​

Xinertel drew hundreds of millions of yuan (CNY 100.0M is ~$14.5M) in funding led by China Mobile Investment, joined by Unicom CICC, FiberHome Industrial Fund, and others. The company provides network testing products, including passive intermodulation testers, a network impairment simulation platform, and test platforms for switches, passive optical networks, home routers, high-performance data center switches, and automotive and industrial time-sensitive networking Ethernet. Founded in 2007, it is based in Beijing, China.

Truth Instruments raised tens of millions of yuan (CNY 10.0M is ~$1.5M) in pre-Series A funding led by China Fortune-Tech Capital, joined by Qingdao Innovation Investment and Qingdao Science and Technology Fund of Funds. Truth Instruments makes IC test equipment, with its first product being a magneto-optic Kerr measuring instrument combined with a multifunctional probe station for magnetic chips and sensors, including spin-transfer torque memory. Funds will be used to accelerate development of additional IC test equipment and scientific research equipment. Founded in 2019 based on research from Beihang University, it is based in Qingdao, China.

Materials​

Baoying Gases received hundreds of millions of yuan (CNY 100.0M is ~$14.5M) in Series B financing from Cathay Capital. The company produces a range of industrial gases, including high purity specialty gases for semiconductor and electronics manufacturing. Founded in 2021, it is based in Nanjing, China.

Overseas Huasheng Electronic Technology received nearly CNY 100.0M (~$14.5M) in a Series B+ round led by Dinglong Holdings. The company produces electronic metal pastes, including nanoscale copper, nickel, silver, gold, tungsten, and palladium pastes. Its materials are primarily used for multi-layer ceramic capacitors (MLCC), low-temperature co-fired ceramic (LTCC) components, 5G ceramic filters, semiconductor packaging and ceramic packaging substrates, and photovoltaics. Funds will be used for hiring and R&D, particularly related to photovoltaics and semiconductors. Founded in 2016, it is based in Dalian, China.

Dehong Carbon Material drew tens of millions of yuan (CNY 10.0M is ~$1.5M) in pre-Series A financing. The startup manufactures a range of carbon fiber composite materials, including carbon/carbon composite thermal insulator material for semiconductor furnace equipment. Other application areas include photovoltaics, braking systems, and batteries. Founded in 2021, it is based in Jiaxing, China.

Spectrum Materials raised tens of millions of yuan (CNY 10.0M is ~$1.5M) in funding from Cross-strait Tsinghua Research Institute. Spectrum Materials provides high purity electronic special gases used in manufacturing semiconductors, LEDs, LCDs, and photovoltaics. Founded in 2009, it is based in Quanzhou, China.

Xuzhou B&C Chemical drew tens of millions of yuan (CNY 10.0M is ~$1.5M) in financing from Qingfeng Capital. The company produces mid-to-high-end ArF and KrF photoresists, I-line and G-line photoresists, and electron beam (e-beam) photoresists. It also offers raw materials including photoresist monomers, resins, and photoacids. Founded in 2010, it is based in Pizhou, China.

The first domestic industrial chip national inspection center was approved for construction​

The"National Industrial Chip Quality Inspection and Testing Center" applied by Xinkejian, a subsidiary of Beijing Zhixin Microelectronics Technology Co., Ltd.Approval of the General Administration. The center is planned to be completed in 2023. After completion, it will be the first national inspection center for industrial chip products in China.

　　At present, domestic chip companies are mainly concentrated in the field of consumer electronics with a large market scale, and lack quality basic technologies that meet the requirements of industrial applications in terms of chip design, manufacturing technology, and application collaboration; at the same time, the existing domestic chip standards and inspection and testing institutions It is also mainly for consumer chips, and it is difficult to detect reliability failures of industrial chips at the application site, which makes it difficult for industrial chip R&D companies to improve product quality . Therefore, it is of great significance to carry out the planning and construction of the national inspection center in the field of industrial chips to promote the improvement of the quality level of China's industrial chip products.



Figure 1 Dynamic mold application detection device



Figure 2 Environmental reliability testing

　　The National Industrial Chip Quality Inspection and Testing Center will establish inspection and testing capabilities that run through the entire process of industrial chip functional performance, technology, packaging and materials, environmental reliability, electromagnetic compatibility, failure analysis, and dynamic model applications. , Systematic quality technical problems from manufacturing to testing, build a full-link quality assurance system and technical standards, and provide quality technical support for core chips in electric power, rail transit, energy, automotive and other industrial fields.

　　As an authoritative organization specializing in industrial chip research and testing and analysis, Zhixin Company's subsidiary Xinkejian has obtained the industrial product quality control and technology evaluation laboratory of the Ministry of Industry and Information Technology, the national and local joint engineering research center, and the national CMA qualification by virtue of the advantages of quality technology. Certification and CNAS accreditation and other qualifications.