China has an easier time displacing Korean companies because Seoul occupies the lower end of the high tech value chain.
Consumer electronics are usually the first to be cannibalized as competitors climb up the value chain.
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
Consumer electronics are usually the first to be cannibalized as competitors climb up the value chain.
Semitech, a domestic semiconductor CIM supplier, received another round of financing of over 500 million yuan
Recently, the domestic semiconductor intelligent manufacturing software supplier "Semitech" officially announced that it has completed the C round of financing of 500 million yuan. This round of financing was led by Matrix Partners, with joint investment from G60 Science and Technology Innovation Fund, Zhuhai Dingxin, Camel Fund, Sunshine Renfa, Houxue Fund, and Liangwei, and additional investment from the old shareholder Tianshan Capital.
Symtech has a strong development momentum. This round is the fifth financing completed in more than two years. The post-investment valuation exceeds 6 billion yuan, making it a quasi-unicorn enterprise. It is reported that the C+ round of financing has been launched simultaneously.
There are traces of Symetech's rapid and steady development. First, it was founded by a high-quality team with decades of experience in semiconductor CIM, and continuously absorbs outstanding talents. Symetech currently has nearly 800 employees, and technical personnel account for more than 80%, forming a core market competition Second, to fill the gap in the domestic CIM field of semiconductors as our own responsibility, to supplement and improve the product line, the self-developed CIM solution covers production management, quality management, logistics management, operation management and other modules, and has been used in many semiconductor factories It is implemented to realize the production management, quality traceability and process optimization of the whole manufacturing process for silicon wafer, wafer manufacturing, packaging and testing and other links.
Symtech has a strong development momentum. This round is the fifth financing completed in more than two years. The post-investment valuation exceeds 6 billion yuan, making it a quasi-unicorn enterprise. It is reported that the C+ round of financing has been launched simultaneously.
There are traces of Symetech's rapid and steady development. First, it was founded by a high-quality team with decades of experience in semiconductor CIM, and continuously absorbs outstanding talents. Symetech currently has nearly 800 employees, and technical personnel account for more than 80%, forming a core market competition Second, to fill the gap in the domestic CIM field of semiconductors as our own responsibility, to supplement and improve the product line, the self-developed CIM solution covers production management, quality management, logistics management, operation management and other modules, and has been used in many semiconductor factories It is implemented to realize the production management, quality traceability and process optimization of the whole manufacturing process for silicon wafer, wafer manufacturing, packaging and testing and other links.
Regarding this important player in the critical photoresist field, I found this interesting info from July 2022, so bit outdated now, but gives a good idea of the photoresist situation in China
According to Huawei, more than half of China's native big model were incubated using Ascend AI platform.
With this & the CITICS securities report, I'm becoming increasingly dubious of the claim that China is really that dependent on Nvidia GPUs & Cuda
It does seem like very dependent on Ascend GPUs and Pangu
With this & the CITICS securities report, I'm becoming increasingly dubious of the claim that China is really that dependent on Nvidia GPUs & Cuda
It does seem like very dependent on Ascend GPUs and Pangu
Heyuan Gas: The two major electronic special gas projects in Yichang and Qianjiang will become the growth point of future performance.
On May 6th, Heyuan Gas disclosed the latest research summary, saying that the company's future performance growth will mainly focus on the two major electronic special gas industrial parks in Yichang and Qianjiang that are under construction and other projects.Heyuan Gases pointed out that the construction of the company's Yichang Electronic Special Gas and Functional Industrial Park has been smooth, and the first production line of trichlorosilane and corresponding supporting facilities is in the trial production review stage, and it is expected to be put into formal trial production in the near future.
It further stated that the company has a lot of products under construction. Recently, the first production line of trichlorosilane and silicon tetrachloride products in Yichang Electronic Special Gas and Functional Industrial Park will be put into production. At present, there are many interested customers, and the products can only meet the normal standards Sale.
Heyuan Gas stated that at the beginning of the year, the company formulated a business plan based on the operating conditions of each business segment and the expected production and sales of new projects. On the basis of operating performance, the operating income has increased by 50% year-on-
Current crowding in deep ultraviolet light-emitting diodes with fish-bone shaped p-electrode by microscopic emission investigation
Li Chen, Qiushuang Chen, Cong Chen, Houqiang Xu, Xianchun Peng, Long Yan, Jianzheng Hu, Shiping Guo, Wei Guo and Jichun Ye.Zhejiang Engineering Research Center for Energy Optoelectronic Materials and Devices, Ningbo Institute of Materials Technology and Engineering, Chinese Academy of Sciences, Ningbo 315201, People's Republic of China
Yongjiang Laboratory, Ningbo 315201, People's Republic of China
Advanced Micro-Fabrication Equipment Inc., Shanghai 201201, People's Republic of China
Current crowding is the main bottleneck preventing the prosperity of AlGaN-based deep-ultraviolet light-emitting-diodes (DUV-LEDs) considering the low electrical conductivity of p-type contact layer. A deeper understanding of the current distribution in p-AlGaN is critical, which enables the rational design of advanced device architectures. In this work, a fish-bone-shaped p-type electrode was deposited on top of a 280 nm AlGaN DUV-LED for investigation of localized emissions. A significantly raised junction temperature was identified, causing efficiency droop in DUV-LEDs under relatively low injection current with fish-bone-shaped p-type electrodes. High junction temperature is attributed to the significantly high localized current density which is confirmed by the spatial-resolved electroluminescence spectra and theoretical simulation. The crowding current level beneath the p-electrodes is estimated to be several times higher than that in between the electrodes.
In case anyone misses why this paper is important... Look at whose writing it.
Can you explain to us the implications of this?
AMEC is expanding into all areas of semiconductor production, not just logic, DRAM, etc. this means that they're doing analog, power, RF, LED, etc. I also believe in this paper, they're demoing their MOCVD production tools, which is something new as they're best known for etching.
Its a short step from MOCVD to ALD. That means AMEC is rapidly expanding its technical offering and becoming more like NAURA, rather than only etch focused semiconductor company. There's many 1 sector companies, but much harder to become something like LAM, AMAT or TEL.
- Status