This company's ALD mainly used in solar industry，they are moving towards semiconductor industry，but I don't know their progress so far
Chinese semiconductor industry
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This company's ALD mainly used in solar industry，they are moving towards semiconductor industry，but I don't know their progress so far
Yes, in fact I think they sell to these companies.
Never seen this company's product on public biddings
Some companies get their equipment directly. Public bidding only represent a part of tools sales.
And yes I think I have seen some bidding won by this company.
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They did the move to semis in 2019-2020
ALD tools offer better thin film uniformity than PVD and CVD but I think is a bit slower.
This are their tools for semiconductors including ALD for oxides and High-K Dielectrics.
According to their own statements they have received contracts for their semiconductor ALD tools from Chinese fabs.
SMIC: SMIC Jingcheng is expected to mass-produce in the second half of the year!
On April 10, SMIC stated on the investor interaction platform that the mass production time of SMIC Beijing is expected to be in the second half of this year.
SMIC pointed out that integrated circuits are a typical cyclical industry, and market demand is fluctuated by the economic environment, supply and demand, etc., with an average cycle every 4 to 5 years; at the same time, in the foundry industry, a production line can have 20 The life cycle of more than one year will span multiple integrated circuit industry cycles, so the planning of production capacity is based on the planning made for the long-term future development and is long-term.
In addition, in the general accounting policy of the foundry industry, the depreciation period of machinery and equipment is within ten years (SMIC’s equipment depreciation period is 5-7 years). Therefore, in the early stage of production capacity construction, depreciation will have greater pressure on performance, and subsequent depreciation After the period, the level of gross profit margin should rise significantly, which is a general practice in the industry. The company has new production lines and production lines that have been in operation for more than 20 years, which have a certain balancing effect on the company's overall profits.
According to SMIC, the company's main business is to provide customers with integrated circuit wafer foundry and supporting services of various technology nodes and different process platforms. The company's OEM products are widely used in different fields such as mobile phones, consumer electronics, smart home, industry and automobiles. In 2022, the company's integrated circuit wafer manufacturing foundry revenue is divided by application. Smartphones, consumer electronics, smart home, and other applications account for 27%, 23%, 14%, and 36% respectively.
According to the data, SMIC is one of the world's leading integrated circuit wafer foundries and the leader of the integrated circuit manufacturing industry in mainland China. It has leading process manufacturing capabilities, production capacity advantages, and supporting services. It provides global customers with Wafer foundry and technical services for different technology nodes of FinFET.
In terms of domestic production capacity distribution, SMIC has three 8-inch fabs and four 12-inch fabs in Shanghai, Beijing, Tianjin, and Shenzhen; one 12-inch fab is under construction In the next five to seven years, there will be a total of about 340,000 12-inch new production line construction projects .
does anyone know what are the latest 28nm wafer prices for TSMC, SMIC and UMC?
de-Americanized fab
This is quite interesting. Tencent launches its own high super computing cluster that uses H800 GPUs among other things. It shows that you need not only a lot of GPU cards, but also ultra high communication bandwidth + content storage system that meet the throughput requirements.
You can't just stack CU & GPUs in there, software, memory storage & comunication bandwidth all matter. Otherwise, your GPU just sits idle. Looks like Tencent put a lot of effort here.
You can't just stack CU & GPUs in there, software, memory storage & comunication bandwidth all matter. Otherwise, your GPU just sits idle. Looks like Tencent put a lot of effort here.
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