Chinese semiconductor industry
- Thread starter Hendrik_2000
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Would be hilarious to see Lam move to Singapore. I think most of their production for EA/SEA was in Malaysia anyhow.
There were calls around 2020 to start duplicating IP and and registering it in SE Asian countries to keep selling to China for these companies, I wonder how feasible that is.
Meijing New Materials, a spin-off subsidiary of semiconductor equipment manufacturer Jingsheng Electromechanical, went public
On April 10, Jingsheng Electromechanical announced that the company held the third meeting of the fifth board of directors and the third meeting of the fifth board of supervisors on April 10, 2023, and reviewed and approved the "About Planning for the Spin-off of Holding Subsidiaries". Listing Proposal", agreeing to plan for the spin-off and listing of the holding subsidiary Zhejiang Meijing New Materials Co., Ltd. (hereinafter referred to as "Meijing New Materials").
According to public information, Meijing New Materials mainly provides supporting quartz products for the semiconductor and photovoltaic industries. With the goal of achieving both technology and scale leadership, it continues to invest in research and development to promote technological innovation and improvement.
The announcement disclosed that Meijing New Materials was established in 2017 with a registered capital of 360 million yuan. Its main business scope includes manufacturing of technical glass products, sales of technical glass products, import and export of goods, etc. Jingsheng Electromechanical holds a 57.84% stake in Meijing New Materials.
According to Jingsheng Electromechanical's 2022 annual report, the company achieved operating income of 10.638 billion yuan that year, a year-on-year increase of 78.45%, and net profit attributable to the parent was 2.924 billion yuan, a year-on-year increase of 70.80%. Among them, the operating income of materials business was 1.455 billion yuan, a year-on-year increase of 273.61%.
"Really?"
There is a huge disconnect between people in the "National Security complex" like the Center for a New American Security-others and the industry. Unfortunately for people in the industry, people who have probably never assembled a circuit on a breadboard or coded a microcontroller, much less set foot in a semiconductor factory, have taken over the narrative at DC. I think the semiconductor industry right now could be the weakest lobby group in DC ever.
From an export controls standpoint its not the country of registration thats the issue, its the source (i.e., who and where were the contributions to that IP made). Changing the IP registration to your SE subsidiary won't change the contributions originating from the USA that underly the patent. The duplication strategy involves taking the original IP, tweaking it to create the impression of something novel without impacting the core principles by OUS contributors and then registering it offshore as something different and foreign, while remaining similar. For example, if export controls prevent v1.0 of this software from being sold, v2.0 will attempt to bypass by including tweaks to implementation, filler features by offshore devs, etc while still retaining the core use or purpose of 1.0.
I wouldn't be surprised if they are actively working on this, companies bulk up their IP with fillers all the time to hinder competition but you can also utilize this to spinoff or transfer IP. When you have tons of patents as these guys do, its going to take time to see results if that is their strategy. Either way, its a big middle finger to the US government and China should encourage it as it provides more options for them and everyone else.
Huawei is having a 2 day developer conference for Kunpeng and Ascend
This compared to last year when it only had a 1 day developer conference focused on Kunpeng
Another evidence that Huawei has all the Kunpeng and Ascend chips it needs for itself and people that want to access its cloud and Euler powered data centers.
This compared to last year when it only had a 1 day developer conference focused on Kunpeng
Another evidence that Huawei has all the Kunpeng and Ascend chips it needs for itself and people that want to access its cloud and Euler powered data centers.
Lam Research earnings are out
1st quarter 2023 revenue: $3.8 billion (-27% from last quarter)
1st quarter 2023 profits: $1.6 billion (-33% from last quarter)
China is Lam's largest market at 22% of sales compared to 31% of sales in 2022.
Wall Street taking it too badly though; the stock is down ~1% in the post-market
1st quarter 2023 revenue: $3.8 billion (-27% from last quarter)
1st quarter 2023 profits: $1.6 billion (-33% from last quarter)
China is Lam's largest market at 22% of sales compared to 31% of sales in 2022.
Wall Street taking it too badly though; the stock is down ~1% in the post-market
CETC 55 silicon carbide power devices and modules have made a breakthrough!
Recently, the 55th Institute of CETC and FAW jointly promoted the technological innovation of silicon carbide power devices and modules. The first 750V silicon carbide power chip developed by the company completed sample tape-out, and the first domestically produced 1200V plastic-encapsulated 2in1 silicon carbide power module completed the A sample. trial production.
According to China Electronics Technology, in the 750V silicon carbide power chip project, the technical teams of both parties jointly tackle key problems from the dimensions of structural design, process technology, and material application, and promote the silicon carbide power chip technology to reach the international advanced level. At present, it has entered the stage of product-level testing.
In the 2in1 silicon carbide power module project, the technical teams of both sides carried out joint research on new structures, new processes, and new materials to realize chip substrate and epitaxial material preparation, chip wafer design and production, packaging structure design, plastic packaging process development and Independent innovation in the whole process of key links such as module trial production lays the foundation for the full autonomy and national production of silicon carbide power semiconductor design and production.
In the future, the 55th Institute will continue to strengthen the upstream and downstream joint research of the industrial chain, and promote the independent innovation of key core technologies of silicon carbide power devices and modules; earlier this year, the 46th Institute of CETC also successfully prepared China's first 6-inch gallium oxide single crystal. The news at that time pointed out that the achievement was "the first in China" and "reached the highest international level".
Complete opposite to the Chinese SME who are posting record revenue and profit increase. Its really fascinating to see how america constantly keep shooting itself in the foot. The more they try to hold onto global hegemon the faster it slips away from them (very similar to, the more tightly you try to hold onto a palm of sand the faster it slips away from your hand)
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