Leia: he more you tighten your grip, Tarkin, the more star systems will slip through your fingers.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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"Use the farce, Sam" - Dark Side Brandon.
China needs more capable producers for DRAM in addtion to the existing CXMT.
DRAM industry is entirely under the control of samsung and sk-hynix. (Micron is retarded a bit....)
According to the recent news, the two korean companys have begun to reduce DRAM productions intentionally and substantially to recover the memory price in a short time.
When the current ecomomic recession is over and the demand on DRAM for data centers and commercial products is surged back, the two korean companies will enjoy high profits again by manipulating the amount of supply using monopoly. If that happens again, many Chinese electronic companies will end up with spending huge amount of money purchasing overrated memory products.
Look at the total profit amount by two korean companies for the past ten years...It is totally unacceptable and irrational.....the same thing will happen again sooner or later.
one step at a time. they're already being squeezed hard on the NAND and foundry fronts, and that's with them having full access to equipment.
Chinese equipment, materials and software companies are starting from a lower point, so even if slow down a bit I think they will still have big sales increase for probably years to come. Also the situation on the ground is different from the rest of the world, companies like Huawei, HKVision and others are desperate for having homemade alternative components even if their sales slow a bit. Growing out of necessity.
The irony is if that have the US do not banned Huawei and tried to kill the Chinese semi industry since 2019 everything would have be the same globally. Probably an slowdown in NAND and Dram, SMIC sales a bit slower due competition for China IC design houses manufacturing from Korea and Taiwan, Chinese equipment and materials a bit more stagnant than today, exports from Korean and Taiwan higher and US equipment revenue shouldn't have dropped so steep.
Today of course these US sanctions hurts the high end of the Chinese electronics industry but the vacuum left benefit the marginalized part of the industry.
The annual report and the first quarterly report of Xinqi Microdevice disclosed at the same time: both revenue and net profit achieved double growth
Xinqi Microdevice (688630.SH) also disclosed the 2022 annual report and the 2023 first quarter performance report.According to the annual report, in 2022, Xinqi Microdevice will achieve revenue of 652 million yuan, a year-on-year increase of 32.51%; %; the basic earnings per share is 1.13 yuan; the average ROE is 13.80%. As of the end of the reporting period, the company's net assets were 1.049 billion yuan, an increase of 12.67% compared with the same period last year, and the asset-liability ratio was 32.17%.
Xinqi Microdevice said that during the reporting period, the company continued to open up market space through product innovation iterations, product performance continued to improve, and the layout of application scenarios continued to enrich, vertically promote the speed of PCB product import substitution and traditional substitution, and horizontally expand the pan-semiconductor business. The double drive of product innovation iteration and business extension promotes the continuous growth of the company's revenue and profit. At the same time, the company has deeply cultivated the market and established a high brand awareness. With the continuous introduction of new products into the market, the process of domestic substitution has been further accelerated.
The substantial increase in net profit is mainly due to the company's increased market development efforts, continuous increase in the market share of PCB products, and the deepening and expansion of direct writing lithography equipment in new applications such as new displays, PCB solder mask, lead frames, and new energy photovoltaics. application, broaden the coverage of the downstream market, and promote the continuous growth of the main business scale. At the same time, the company aims at the fast-growing IC substrate and substrate-like markets, increases market introduction, promotes the high-end upgrade of the company's direct-writing lithography equipment product system, and improves the profit level of direct-writing lithography products.
Futile effort. When the Chinese mastered semiconductor, all of these companies will be denied market. Go suck up their American master.
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