Chinese semiconductor industry

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tokenanalyst

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Huahai Qingke: plans to subscribe for Huahai Jinpu Fund shares at a price of 135 million yuan, mainly investing in the semiconductor industry, etc.​


According to news from Jiwei.com, on the evening of April 14, Huahai Qingke Co., Ltd. announced that it had signed the "Wuxi Huahai Jinpu Venture Capital Partnership (Limited Partnership) 100 million yuan to subscribe for shares of Wuxi Huahai Jinpu Venture Capital Partnership (Limited Partnership) (hereinafter referred to as "Huahai Jinpu Fund"), accounting for 43.55% of the total amount raised by Huahai Jinpu Fund.

According to the announcement, Huahai Jinpu Fund has a scale of 310 million yuan. The fund manager is Shanghai Jinpu Innovation Equity Investment Management Co., Ltd. The fund mainly invests in start-up companies and unlisted growth companies in the semiconductor industry and other fields.

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Caidao self-developed the first 12-inch industrial-end wafer-level atomic force microscope in China.​


Caidao Precision is the first company in China to have an all-round layout of "precision ultra-precision industrial microscopic equipment", mainly focusing on the semiconductor and pan-semiconductor industries. Under the background of "US core ban", "low localization rate of semiconductor equipment" and "domestic substitution is imperative", Caidao will actively deploy the field of semiconductor measurement equipment in 2019 to meet the advanced process capacity of domestic semiconductor large silicon wafers Opportunities to expand are coming.

After more than three years of hard work, in March 2023, Caidao launched the domestic "industrial end" 12-inch wafer-level atomic microscope (nano microscope), filling the gap in the domestic industry. This equipment is one of the indispensable equipment for measuring the roughness and key dimensions of semiconductors, pan-semiconductor materials and devices, especially in the advanced process of semiconductors below 28 nanometers, the supply of measurement equipment is almost blank in China. Caidao Precision launched a 12-inch wafer-level atomic force microscope. For the semiconductor equipment industry, domestic substitution is of great significance.

The measurement accuracy of the 12-inch wafer-level atomic force microscope is at the nanometer level, the XY axis can reach 0.3 nanometers, and the Z axis can reach 0.035 nanometers. The scanning speed is greatly improved, and the scanning speed of each picture is 20-50 seconds, which is much higher than the usual scanning speed of 5-8 minutes. There are also many advantages such as one-button opening, automatic film change, automatic needle insertion, and dual-screen display. Please call us for details.

The successful development of the atomic force microscope has enabled Caidao’s precision microscopic inspection equipment to complete the complete layout from micron, submicron, to nanometer. The company originally had detection and measurement equipment, and through integration, the detection accuracy can be improved to the nanometer level.

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Harbin Tongchuang Purun breaks the monopoly of foreign technology, and the project is "full production" when it is put into production.​


"In 2022, Harbin Tongchuang Purun Group Co., Ltd. has achieved land delisting, project approval, factory construction and formal production, laying a solid foundation for the company's full production in the first quarter of this year." Harbin Tongchuang Purun Group Co., Ltd. President Manager Yu Qiming told reporters, "Such a fast progress is inseparable from the meticulous service of the approval department of Harbin New Area."
In recent years, overseas chip companies have built high "walls", coupled with the rapid development of artificial intelligence and other technology industries, the chip industry has taken the lead. Harbin took the lead in the "new track" of the digital economy, and the new area anchored the "pioneering demonstration zone of the province's digital economy", attracting investment from a domestic key material manufacturer for integrated circuits - Shanghai Tongchuang Purun New Materials Co., Ltd. invested in the production of sputtering targets Projects using ultra-high-purity metal materials. Today, Harbin Tongchuang Purun Group Co., Ltd. has achieved mass production of ultra-high-purity titanium and manganese, and strives to put into production ultra-high-purity copper and aluminum in the second half of this year.
Harbin Tongchuang Purun Group Co., Ltd. invested by Yao Lijun in Harbin is mainly engaged in the production and research and development of ultra-high-purity electronic materials. At present, its products have broken the long-term dependence on imports of ultra-high-purity electronic materials from abroad, and successfully achieved domestic substitution.

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BoraTas

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tokenanalyst said:

Caidao self-developed the first 12-inch industrial-end wafer-level atomic force microscope in China.​


Caidao Precision is the first company in China to have an all-round layout of "precision ultra-precision industrial microscopic equipment", mainly focusing on the semiconductor and pan-semiconductor industries. Under the background of "US core ban", "low localization rate of semiconductor equipment" and "domestic substitution is imperative", Caidao will actively deploy the field of semiconductor measurement equipment in 2019 to meet the advanced process capacity of domestic semiconductor large silicon wafers Opportunities to expand are coming.

After more than three years of hard work, in March 2023, Caidao launched the domestic "industrial end" 12-inch wafer-level atomic microscope (nano microscope), filling the gap in the domestic industry. This equipment is one of the indispensable equipment for measuring the roughness and key dimensions of semiconductors, pan-semiconductor materials and devices, especially in the advanced process of semiconductors below 28 nanometers, the supply of measurement equipment is almost blank in China. Caidao Precision launched a 12-inch wafer-level atomic force microscope. For the semiconductor equipment industry, domestic substitution is of great significance.

The measurement accuracy of the 12-inch wafer-level atomic force microscope is at the nanometer level, the XY axis can reach 0.3 nanometers, and the Z axis can reach 0.035 nanometers. The scanning speed is greatly improved, and the scanning speed of each picture is 20-50 seconds, which is much higher than the usual scanning speed of 5-8 minutes. There are also many advantages such as one-button opening, automatic film change, automatic needle insertion, and dual-screen display. Please call us for details.

The successful development of the atomic force microscope has enabled Caidao’s precision microscopic inspection equipment to complete the complete layout from micron, submicron, to nanometer. The company originally had detection and measurement equipment, and through integration, the detection accuracy can be improved to the nanometer level.

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Nano metronomy was absent from China just 10 years ago. Now it isn't. It seems semiconductor self-sufficiency drive will generate a massive human capital over a vast array of technical subjects. It will likely be a catalyst for technological development like US early cold war electronics and aerospace spending was.
 
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HighGround said:
Just listen to how out of touch these people are. They also never talk about specifics, just very broad, general soundbites. These are some of the intellectual leaders of U.S. It's just sad.
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Most of the time the loudest voices are various "liberal arts" degree graduates who have, at best, surface-level understanding of the field they are talking about and speak purely from an ideological point of view. These people will always enhance the negatives while neglecting the positives which results in a skewed perception that makes them put out all these absolute statements and then act surprised when their 'predictions' don't materialize. Another thing is that because of their limited knowledge any complex technology is essentially 'magic' to these people, which prompts them to overestimate the difficulty of attaining some technology or even straight up say that this is impossible - this part is very evident in the discussions about EUV. I don't think real experts from the field, be it in the US or other countries, ever make such broad and rash predictions about what is possible or impossible because they actually understand how the things in question work and that it is not some kind of magic - it may be hard, really hard to achieve but it is no some God given revelation that is accessible to only one country or institution.

So I wouldn't take all those talking heads seriously, just think of them as propagandists on a paycheck from the US government that are used to placate the Americans and make them think that they are still at the top of the game everywhere & forever. Sober analysis is no longer acceptable in the mainstream discourse in the US.
 
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tphuang

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tphuang said:
https://twitter.com/i/web/status/1646883969764323331
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.
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Another interesting bit from Tencent
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Their self developed chips are now in production. These were announced in 2021. They have the zixiao chip that does AI processing, voice transcription & OCR and used in various business. Provides 3x computing acceleration

They also have the Canghai video trancoding chip that helps with cloud gaming and live braodcast
 
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Loongson officially unveils 3D5000, which is basicallly 2 3C5000 packaged together. Claims to have 4x the performance of a ARM CPU (which I read to be Phytium S2500). So this is likely to be welcomed in domestic data centers, cloud computing and such.
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another one this
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I think it's great that you can stack 4 of them and get over 4 TFLOPS of computation which is perfect for cloud, super computers & data centers.
You can stack 2 of them and use it for general purpose computing and AI acceleration

Also, 150W for 32 cores mean < 5W per core. 6000 series, is expected to be smaller, so likely consume less power. If each 3A6000 core (LA664) consumes 4W, then 3A6000 would typically consume 16w, which is adequate for laptops. And there is also the 2K3000 in development which apparently will consume less power than 3A5000 while offering similar performance. That would imply something close to 10W in power consumption normally. Which I would think is sufficient for tablet usage. But we will see.

Either way, Loongson seems to be developing products for wide market.

Huawei is doing the same, but I think lack of control of ISA is going to hurt that effort even though they've recently brought Ascend and Kunpeng chips back online
 
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North Huachuang (002371): The performance exceeded expectations and the profitability was quickly released​


On April 13, 2023, the company released the 2022 annual performance report and the first quarter performance forecast of 2023:

　　1) 2022: the company achieved operating income of 14.688 billion yuan, +51.68% year-on-year; net profit attributable to the parent was 2.353 billion yuan, a year-on-year +118.37%; the net profit attributable to the parent after deducting non-existing assets is 2.106 billion yuan, a year-on-year +161.07%; 2) 2023Q1: the company is expected to achieve operating income of 3.6-4 billion yuan, a year-on-year increase of 68.56%-87.29%; the net profit attributable to the parent is expected to be 5.6 ~620 million yuan, a year-on-year increase of 171.24%~200.30%; it is expected to achieve a net profit of 500 to 560 million yuan, a year-on-year increase of 221.82%~260.44%.

1Q results exceeded expectations, and the profitability of semiconductor equipment leaders is rapidly releasing. The market share of the company's semiconductor equipment continues to increase, the electronic components business develops steadily, and its performance maintains rapid growth. Calculated by the median, the company's 2023Q1 is expected to achieve operating income of 3.8 billion yuan, a year-on-year +77.92%; it is expected to realize a net profit of 590 million yuan attributable to the parent, a year-on-year +185.77%; +241.13%; calculated by the median, the company's 2023Q1 net interest rate attributable to the parent is 15.5%, +5.9pct year-on-year, and the company's profitability has improved significantly. Considering the expansion pace of domestic fabs and the increasing share of domestic equipment manufacturers, we believe that the company's future performance will maintain rapid growth due to the scale effect.

　　Verification + order + production expansion, domestic semiconductor equipment manufacturers are expected to enter the stage of rapid performance increase. In terms of equipment verification, the verification of domestic equipment is currently being steadily advanced; in terms of orders, the expansion plan of key customers is steadily advancing; in terms of production expansion, the current domestic fabs are far from meeting the independent and controllable demand. Taking SMIC as an example, 20H2 It has been disclosed so far that SMIC Jingcheng (planned production capacity of 100,000 pieces/process 28nm and above/total investment of 7.6 billion U.S. dollars) + SMIC Lingang (100,000 pieces/28nm and above/total investment of 8.87 billion U.S. dollars) + SMIC Tianjin (100,000 wafer/28~180nm/total investment of 7.5 billion US dollars), fab capital expenditure continues to rise. In terms of comprehensive verification, orders, and production expansion, we believe that domestic semiconductor equipment manufacturers are expected to usher in a stage of rapid growth in performance.​
 
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