Chinese semiconductor industry

Status
Not open for further replies.

Diaspora

New Member
Registered Member
I agree. The bizarre thing is that this has always been one of my suspicions. China would never have been able to do any of this if China wasn't restricted. Even a 1% loss in efficiency means they would never adapt Chinese tools.

Thus, without this insane trade war it was likely Chinese manufacturers would just keep happily never using Chinese equipment. Thus, was this planned by China?

I doubt that it was something planned by China.
Foreign countries have always planned to keep China (and other developing countries) out of various high end technologies, not just semiconductors.
Other technologies which are restricted from China include aircraft engines and space technology (but China is also progressing in these technologies by itself).
AI is another one which many think tanks have considered banning from China, except that China is not necessarily behind in AI.
 

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
Please, Log in or Register to view URLs content!
The effect of Micron investigation is already bearing out. Should help YMTC orders, I would think.

In response to the probe, Chinese companies, including large-scale cloud server vendors and government-affiliated firms, are already adjusting or replacing the sources of their memory supplies, according to industry sources.

Industry sources said YMTC's production remains normal although it may not be able to completely replace Micron in the local NAND market. YMTC's fab in Wuhan has a production capacity of 100,000 to 120,000 wafers monthly, and its first-quarter 2023 output did not show any decline compared to the previous quarter, the sources said. It recently has also received an extra investment of CNY12.9 billion (US$1.87 billion) from China's Big Fund.
awesome, 100 to 120k wpm? that's more than I expected since it only has fab 1 operational
Screen Shot 2023-05-04 at 9.07.00 AM.png
More from Huawei whisper
keep things in mind -> don't expect high end Kirin SoC in near term even with chip stacking.

Does say something good is hppening in 2nd half. I'm assuming that's when 5G Balong chipset will be revitalized and they can finally have domestic 5G phone with lower end Kirin SoC

Please, Log in or Register to view URLs content!
Please, Log in or Register to view URLs content!
The Kirin 9000 also boasts an integrated 5G modem, making it the first 5nm chip to do so. HUAWEI didn’t give exact speed figures during the presentation, but the chip’s Balong 5000 modem supports up to 6.5Gbps downloads with 5G carrier aggregation. HUAWEI claims the modem is 5x faster at uploads and 2x faster at downloads in the real-world versus Qualcomm’s Snapdragon X55 modem. Feisty talk.
I would imagine whatever SoC they have will not have integrate 5G modem, so this revitalized Balong chipset will allow them to have 5G phones again
 

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
china telecom and StarFive have released a new RISC-V based CPU called TeleVM
Please, Log in or Register to view URLs content!
the memory overhead of TeleVM under the RISC-V architecture is reduced by about 90%, and the startup delay is reduced by about 80%.
It's fabbed by TSMC 12nm process and runs at 2GHz
 

PopularScience

Junior Member
Registered Member
This is pretty big. Maybe they are ready to mass produce ssa800 dry version soon
According to the announcement, the first phase of its 12-inch wafer production line has achieved trial production at the end of April this year. The yield of the first trial-produced power SBD device has reached expectations, and the production capacity is expected to reach 10,000 pieces per month within this year.

Yandong Micro uses the raised funds to invest in the "12-inch integrated circuit production line project based on a complete set of domestic equipment", which is implemented by a wholly-owned subsidiary Beijing Yandong Microelectronics Technology Co., Ltd. The total investment of the project is 7.5 billion yuan, and the target monthly production capacity is 4 10,000 pieces, the process node is 65nm, and the products are positioned as high-density power devices, display driver ICs, power management ICs, silicon photonics chips, etc.

The first stage of the project cycle is trial production in April 2023, and the product will reach production in July 2024; the second stage is trial production in April 2024, and the project will reach production in July 2025.

The announcement pointed out that this project uses the existing purification plant and the completed plant system facilities to carry out partial adaptive transformation, purchase more than 300 sets of equipment, and build a 12-inch wafer production line mainly made of domestic equipment. After the project is put into production, it needs to go through a period of capacity ramp-up. If the capacity ramp-up is not as expected and the market environment demand changes that may exist in the future, it will lead to the risk that the expected benefits of the investment project cannot be realized as planned.
 

tokenanalyst

Brigadier
Registered Member
I agree. The bizarre thing is that this has always been one of my suspicions. China would never have been able to do any of this if China wasn't restricted. Even a 1% loss in efficiency means they would never adapt Chinese tools.

Thus, without this insane trade war it was likely Chinese manufacturers would just keep happily never using Chinese equipment. Thus, was this planned by China?
I think is more an Chicken and Egg complex situation, managers wanting to see quick results, over-trust on the global supply chain thinking that the US will not crazy enough to hurt their own companies and the double edge sword of foreign talent wanting to incorporate the tools that they are accustomed to use disregarding the overall development of the semiconductor supply chain. A complex situation with no easy fix.​
 

tokenanalyst

Brigadier
Registered Member

100% lighting rate! Chengdu Chenxian Optoelectronics Micro-LED Technology Breakthrough​


Recently, Chengdu Chenxian Optoelectronics, a subsidiary of Visionox, announced that it has successfully developed a 4.78-inch TFT-based Micro-LED borderless splicing display module, achieving a technological breakthrough of 100% lighting rate. 100% TFT-based Micro-LED borderless splicing display module.
This display module has 1,000 nits brightness, 97% DCI-P3 color gamut, 100,000:1 contrast ratio and supports HDR performance. It is a display module with superior performance.

1683216857101.png

Please, Log in or Register to view URLs content!
 
Status
Not open for further replies.
Top