Chinese semiconductor industry

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luminary

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at the fab emphasized the importance of “hiring union folks.” Yet local contractors continue to rely heavily on non-union workers. So far, TSMC has declined to sign a deal with labor.

“The parking lot is just full of Louisiana and Texas license plates. They’d rather import non-union workers who would be paid a subpar wage than even have a conversation with the unions,” said Aaron Butler, president of Arizona’s Building and Construction Trades Council. Butler managed to secure one meeting, over Zoom, with TSMC Senior Vice President Peter Cleveland. “It was the iciest meeting I’ve ever been in,” he said. “There is zero interest in doing business with us.”

Even in jobs where TSMC lacks workers, several labor representatives said they have been met with hostility from TSMC in particular.

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Samsung to cut chip production as profits
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tokenanalyst

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China's IC Standardization Committee marks the latest effort to counter US sanctions​


Credit: DIGITIMES

Last Thursday (April 6, 2023), China's "National Integrated Circuit Standardization Technical Committee" (hereinafter referred to as the IC Standardization Committee) was established in Beijing.

A total of more than 70 members, including experts and consultants, participated in the founding meeting and the first committee meeting.
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shows that the standardization of ICs is of great significance to the implementation of the national standardization development strategy.
The list of members of the IC Standardization Committee has not been disclosed to the public, but according to the IC Standardization Committee's
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, the list includes 90 participants, among them are Hisilicon Semiconductor, Datang Semiconductor, Ziguang Tongxin Microelectronics, Zhanrui Communication, SMIC, Datang Mobile, China Mobile, China Unicom, Huawei, ZTE, China Information and Communication Technology, Tencent, Xiaomi, etc.
Regarding the establishment of the IC standard committee, the Global Times
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the following day, quoting an industry expert: "The biggest problem of China's chip industry is that the whole development is led by foreign standards... it is important to develop a unified domestic standard."
DIGITIMES Research Editor Amanda Liang believes that in order to circumvent the US blockade, China is trying to find countermeasures that rely on China's huge market size, and it has taken steps to set its own standards and mastering the rules of the game.
Though the country seems to have been completely suppressed by various U.S. sanctions on the semiconductor battlefield, unable to come up with clear countermeasures, China is not sitting still on the strategic level. One of the main earlier strategies is to invest via the National Integrated Circuit Industry Investment Fund Phase I and Phase II (also known as the Big Fund I and II), but the result turned out to be bad and even caused some officials to be detained for corruption.
Against this background, we can regard the establishment of the IC Standards Committee as another Chinese response against US semiconductor sanctions, and it is a fundamental response based on the huge domestic demand for semiconductors in mainland China in order to implement the "import substitution" strategy, the first task of which is to unify domestic standards so as to improve the efficiency of market supply and demand.
The key to the success of this strategy lies in the speed and extent of the import substitution. For example, if China has already been able to produce logic chips with 14-nanometer process technology, the US export restriction on logic chips based on FinFET 16/14nm technology would be withdrawn.
In other words, China is using its largest chip consumption market in the world as a strategic weapon against US semiconductor sanctions. This may be the most powerful condition China can rely on.

-------------------------------------------

At last someone said it, the US Hawks are in this economic war against the Chinese semiconductor industry base on perceived weaknesses, some sadly was allow to happen by allowing some companies to monopolize the domestic industry even in very mature nodes but that is another story. Now US semiconductors companies cannot even defend their own position in China or their costumers because every time they try to defend themselves some idiot in the White House show them a graph of their f*cking monopolistic position in China.

The biggest irony is that in order to weaken export restrictions China domestic semiconductor supply chain need to be stronger and bigger. Chinese companies need a much higher share of the domestic market, even if the US export lunacy is lifted just to keep the balance.

The ASML lovers and SMEE haters (the industrialists and foreign executives) in China need to understand that in other for their beloved ASML keep defending their market position in China they need to show something to the Dutch bureaucrats, for now they are probably showing the same stuff we show here in this forum, patents, research papers, photos and websites. But for how long they can keep defending?​
 
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tokenanalyst

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Quartz shares: The performance of photovoltaic business has increased significantly, and the expansion of high-purity quartz sand has been accelerated​


242116764782.08093441223847554.07697.jpg


On April 11, Jiangsu Pacific Quartz Co., Ltd. (stock code: 603688, stock abbreviation: Quartz shares) held the 2022 annual general meeting of shareholders, on the "Proposal on the Company's 2022 Annual Board of Directors Work Report" and "About the Company The Proposal on the Work Report of the Board of Supervisors in 2022 and the Proposal on the Company's 2022 Annual Financial Final Account Report were reviewed and voted on, and Aijiwei participated in the general meeting of shareholders as its institutional shareholder.

Actively expand production under tight supply and demand

Quartz Co., Ltd. is a silicon material deep-processing enterprise integrating scientific research, production and sales. It is in a leading position in the market and technology in the application fields of light sources, photovoltaics, optical fibers, optics and semiconductor quartz materials. The leading products are high-purity quartz sand , Quartz tube (rod), large-diameter quartz diffusion tube, quartz barrel, quartz ingot, quartz plate, and various quartz devices.

In 2022, Quartz will realize operating income of 2,004,165,700 yuan, a year-on-year increase of 108.62%; realize net profit attributable to shareholders of listed companies of 1,052,192,600 yuan, a year-on-year increase of 274.48%.

According to the industry, the main product revenue in 2022 will achieve a relatively large increase compared with the same period of the previous year. Among them, the income of light source products will be stable, accounting for 16.45% of its main business income. 1.01%; the revenue of optical fiber semiconductor products accounted for 18.59% of its main business income; the main business income of the photovoltaic industry accounted for 64.96% of its main business income, an increase of 974.8486 million yuan over the same period last year, a year-on-year increase of 305.94%.

The substantial growth of photovoltaic products is a major reason for the growth of quartz shares.

As an important resource in the photovoltaic industry, quartz materials are in hot demand in the market. In recent years, the revenue of Quartz’s photovoltaic products has been growing and the growth rate is increasing: in 2019, the main income of the photovoltaic industry increased by 21.15% year-on-year; in 2020, the main income of the photovoltaic industry increased by 41.46% year-on-year; The main operating income increased by 108.46% year-on-year.

Prioritize the development of semiconductor products

In addition to the photovoltaic field, the semiconductor business sector is also a major focus of Quartz.

The application of quartz materials in the semiconductor industry is mainly the diffusion and etching process in wafer production. The quartz components used in the etching process mainly include quartz rings, quartz protective covers, etc. The quartz components used in the diffusion process mainly include quartz boats. , Quartz furnace tube, quartz baffle, casing, etc.

In 2022, Quartz’s revenue from optical fiber semiconductor products will increase by RMB 69.5086 million compared with the same period last year, mainly due to the increase in revenue from semiconductor products, which will increase by RMB 131.9379 million or 85.92% compared with the same period last year. Sales of quartz products in the semiconductor sector have achieved rapid growth.

In the field of semiconductors, Quartz has passed the certification in the field of high-temperature diffusion of Tokyo Electronics, the certification of Tokyo Electronics in the field of etching and the certification of LAM etching in the United States, and the certification of Applied Materials in the United States has also continued to make staged progress; it has also made steady progress through the technical breakthroughs in the continuous melting production system The eighth-generation continuous melting production technology was put into use, and a variety of high-end quartz products for new semiconductors entered the market.

In terms of projects, the Jiangsu Pacific Semiconductor Quartz Material (Phase III) project started in Lianyungang in January this year.

Specifically, the project was invested and constructed by Jiangsu Pacific Quartz Co., Ltd., with a total investment of 3.2 billion yuan, a new production workshop, storage and auxiliary buildings of about 120,000 square meters, and a total of 943 sets of production, inspection, packaging and public auxiliary equipment ( sets) , which can form an annual production capacity of 60,000 tons of high-purity quartz sand, 150,000 tons of semiconductor-grade high-purity quartz sand, and 5,800 tons of semiconductor quartz products.

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paiemon

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tokenanalyst said:

China's IC Standardization Committee marks the latest effort to counter US sanctions​


Credit: DIGITIMES

Last Thursday (April 6, 2023), China's "National Integrated Circuit Standardization Technical Committee" (hereinafter referred to as the IC Standardization Committee) was established in Beijing.

A total of more than 70 members, including experts and consultants, participated in the founding meeting and the first committee meeting.
Please, Log in or Register to view URLs content!
shows that the standardization of ICs is of great significance to the implementation of the national standardization development strategy.
The list of members of the IC Standardization Committee has not been disclosed to the public, but according to the IC Standardization Committee's
Please, Log in or Register to view URLs content!
, the list includes 90 participants, among them are Hisilicon Semiconductor, Datang Semiconductor, Ziguang Tongxin Microelectronics, Zhanrui Communication, SMIC, Datang Mobile, China Mobile, China Unicom, Huawei, ZTE, China Information and Communication Technology, Tencent, Xiaomi, etc.
Regarding the establishment of the IC standard committee, the Global Times
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the following day, quoting an industry expert: "The biggest problem of China's chip industry is that the whole development is led by foreign standards... it is important to develop a unified domestic standard."
DIGITIMES Research Editor Amanda Liang believes that in order to circumvent the US blockade, China is trying to find countermeasures that rely on China's huge market size, and it has taken steps to set its own standards and mastering the rules of the game.
Though the country seems to have been completely suppressed by various U.S. sanctions on the semiconductor battlefield, unable to come up with clear countermeasures, China is not sitting still on the strategic level. One of the main earlier strategies is to invest via the National Integrated Circuit Industry Investment Fund Phase I and Phase II (also known as the Big Fund I and II), but the result turned out to be bad and even caused some officials to be detained for corruption.
Against this background, we can regard the establishment of the IC Standards Committee as another Chinese response against US semiconductor sanctions, and it is a fundamental response based on the huge domestic demand for semiconductors in mainland China in order to implement the "import substitution" strategy, the first task of which is to unify domestic standards so as to improve the efficiency of market supply and demand.
The key to the success of this strategy lies in the speed and extent of the import substitution. For example, if China has already been able to produce logic chips with 14-nanometer process technology, the US export restriction on logic chips based on FinFET 16/14nm technology would be withdrawn.
In other words, China is using its largest chip consumption market in the world as a strategic weapon against US semiconductor sanctions. This may be the most powerful condition China can rely on.

-------------------------------------------

At last someone said it, the US Hawks are in this economic war against the Chinese semiconductor industry base on perceived weaknesses, some sadly was allow to happen by allowing some companies to monopolize the domestic industry even in very mature nodes but that is another story. Now US semiconductors companies cannot even defend their own position in China or their costumers because every time they try to defend themselves some idiot in the White House show them a graph of their f*cking monopolistic position in China.

The biggest irony is that in order to weaken export restrictions China domestic semiconductor supply chain need to be stronger and bigger. Chinese companies need a much higher share of the domestic market, even if the US export lunacy is lifted just to keep the balance.

The ASML lovers and SMEE haters (the industrialists and foreign executives) in China need to understand that in other for their beloved ASML keep defending their market position in China they need to show something to the Dutch bureaucrats, for now they are probably showing the same stuff we show here in this forum, patents, research papers, photos and websites. But for how long they can keep defending?​
Click to expand...
You are absolutely right. The strengthening of the domestic semiconductor supply chain strengthens the negotiating position when evaluating export controls. The whole reason why they have gone the current route is because they sense the local options as lagging behind, which is correct to a degree and they are exploiting a weaker negotiating position with some interim success. And similarly, for ASML to negotiate export controls with bureacrats from a position of strength, they need to show that they have strong competition. If we use ASML and SMEE as an example, when SMEE equipment is up and running in FABs on the same production lines/processes as ASML there is nothing to be gained by not selling. So ironically, the sooner SMEE hit the ground running with their competitive the better it is for both SMEE and ASML since the risk of export controls lessens significantly. The same goes for all the other companies. In a way, this whole scenario is a classic play of negotiation tactics and theories, its not dissimilar from job hunting and negotiating compensation which as most can attest to is a crummy experience, even when you have a job (i.e., negotiating from strength) let alone when you don't or are in unfavorable circumstances. Moral of the story is, you want to be able to negotiate and present from a position of strength, and getting your own stuff in order whether at a national level or personal level.
 
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tokenanalyst

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NTU Optoelectronics tungsten hexafluoride project lays foundation in Inner Mongolia​


According to news from Jiwei.com, on March 31, Jining District, Ulanqab City, Inner Mongolia held a centralized start-up of high-quality development key projects (the first batch) and a groundbreaking ceremony for Nanda Optoelectronics Tungsten Hexafluoride Project.

1165404642723.93041313858709198.323.png


Source: Nanda Microelectronics Materials Co., Ltd.

It is reported that Wulanchabu Nanda Microelectronics Materials Co., Ltd. has a total investment of 150 million yuan in the annual production of 500 tons of tungsten hexafluoride project, mainly building one (1st floor of tungsten hexafluoride factory building, part of the second floor) and a tungsten hexafluoride warehouse And supporting control room, power distribution room, laboratory, etc., with an annual output of 500 tons of tungsten hexafluoride.

According to the news from Tianyancha, the actual controller of Wulanchabu Nanda Microelectronics Materials Co., Ltd. is Jiangsu Nanda Optoelectronics Materials Co., Ltd.

On December 10, 2021, NTU Optoelectronics announced that it signed the "Project Agreement" with the People's Government of Jining District, Ulanqab City, and the Management Committee of Chahar Economic and Technological Development Zone, Inner Mongolia. The construction of high-purity fluorine-based electronic materials project in the Bayin area of the Technology Development Zone. The total investment of the project is 1.2 billion yuan, mainly to build production lines and auxiliary facilities with an annual output of 7,200 tons of nitrogen trifluoride, an annual output of 500 tons of tungsten hexafluoride, and an annual output of 1,000 tons of hexafluoroethane carbon tetrafluoride. .

In April last year, the Management Committee of the Technology Development Zone of Ulanqabhar High-tech Zone in Inner Mongolia announced that NTU Optoelectronics will continue to increase investment in the next step, planning to build 110,000 tons of nitrogen trifluoride and 2,000 tons of tungsten hexafluoride , 500 tons of hexafluorobutadiene, with a total investment of 2 billion yuan and an output value of 3 billion yuan. Around the fluorosilicon electronic material industry chain, we will actively build the world's largest fluorosilicon new material industrial base. (Proofreading/Han Xiurong)

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T

tokenanalyst

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paiemon said:
You are absolutely right. The strengthening of the domestic semiconductor supply chain strengthens the negotiating position when evaluating export controls. The whole reason why they have gone the current route is because they sense the local options as lagging behind, which is correct to a degree and they are exploiting a weaker negotiating position with some interim success. And similarly, for ASML to negotiate export controls with bureacrats from a position of strength, they need to show that they have strong competition. If we use ASML and SMEE as an example, when SMEE equipment is up and running in FABs on the same production lines/processes as ASML there is nothing to be gained by not selling. So ironically, the sooner SMEE hit the ground running with their competitive the better it is for both SMEE and ASML since the risk of export controls lessens significantly. The same goes for all the other companies. In a way, this whole scenario is a classic play of negotiation tactics and theories, its not dissimilar from job hunting and negotiating compensation which as most can attest to is a crummy experience, even when you have a job (i.e., negotiating from strength) let alone when you don't or are in unfavorable circumstances. Moral of the story is, you want to be able to negotiate and present from a position of strength, and getting your own stuff in order whether at a national level or personal level.
Click to expand...
In my personal opinion it would be great if China supply chain becomes 100% independent, including EUV. Cheaper tools for the rest of the world. But even the gradualists who are against the import substitution efforts need to recognize that the more China develop on its own and stronger their supply chain gets, the more they will able to get from outside.​
 
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tokenanalyst

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Anji Technology's 2022 net profit is about 301 million yuan, a year-on-year increase of 140.99%​


According to Jiwei.com, on April 12, Anji Technology released its 2022 annual report. During the reporting period, the company realized operating income of 1,076.7873 million yuan, a year-on-year increase of 56.82%; realized a net profit attributable to the owners of the parent company of 301.437 million yuan, A year-on-year increase of 140.99%; the net profit attributable to the owners of the parent company after deducting non-recurring gains and losses was 300.4538 million yuan, a year-on-year increase of 229.78%.

During the reporting period, the sales revenue of chemical mechanical polishing fluid products was 951.2162 million yuan, an increase of 60.13% over the same period of last year, and the gross profit margin increased by 3.18 percentage points over the same period of last year, mainly due to the impact of exchange rate changes and sales product structure. The sales revenue of functional wet electronic chemicals was 124.2904 million yuan, an increase of 36.78% compared with the same period last year, and the gross profit margin decreased by 1.53 percentage points, mainly because the Anji integrated circuit material base project (Ningbo base phase I project) reached the expected usable state and was put into operation. After use, the relevant production lines currently only produce functional wet electronic chemicals. Affected by the commissioning of new equipment and the progress of customer testing and certification, the initial output of production is low and the depreciation cost of fixed assets is high. Gross margins are down.

Anji Technology stated that the company focuses on the microscopic treatment technology of liquid and solid substrate surfaces and the core technology of high-end chemical formulations, focusing on the best solutions for processes and materials in the chip manufacturing process, and has successfully built three technologies with core competitiveness Platform: chemical mechanical polishing fluid-full-category product matrix, functional wet electronic chemicals-leading technology node multi-product line layout, electroplating solution and its additives-achieve domestic breakthroughs in electroplating high-end product series.

During the reporting period, the company actively promoted the market expansion and client import process of all categories of products in the chemical mechanical polishing fluid segment, and further strengthened the matrix layout of the entire category of products: copper and copper barrier layer polishing fluid, dielectric material polishing fluid, tungsten polishing The research and development and market expansion of various product lines, such as polishing fluid based on cerium oxide abrasives, substrate polishing fluid and newly applied chemical mechanical polishing fluid, are progressing smoothly, and the amount of customers and the number of customers have reached expectations.

In the field of functional wet electronic chemicals, the company is committed to overcoming the difficulties of leading technology nodes and providing corresponding products and solutions, and continues to expand the product line layout, which currently covers post-etching cleaning solutions and photoresist stripping for wafer-level packaging Fluid, post-polishing cleaning fluid and etching fluid and other product lines. During the reporting period, the company made an important breakthrough in the cleaning solution after alkaline copper polishing.

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Gigadevice has shipped 100m units of its auto grade NOR Flash and NAND Flash.
Memory chips is widely used in smart cockpit, ADAS, smart web & motor of NEVs. Another example of huge demand for chips from automotive sector. Something that often gets forgotten given the larger demand for MCUs and power chips and a powerful SoC
 
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