Chinese semiconductor industry

This was last year's news. it states that Cansemi’s third phase plan to extend the node process to 22nm

据悉，粤芯半导体项目计划分为三期进行，计划总投资约370亿元。一期及二期新建厂房及配套设施占地14万平方米，一期主要技术节点为180-90nm制程，二期技术节点延伸至 90-55nm 制程，三期技术节点进一步延伸至55-40nm，22nm制程，实现模拟芯片制造规模效应和质量效益。
It is reported that the Cansemi Semiconductor project is planned to be divided into three phases, with a total planned investment of about 37 billion yuan. The first and second phases of newly built workshops and supporting facilities cover an area of 140,000 square meters. The main technology node of the first phase is 180-90nm process, the second phase technology node is extended to 90-55nm process, and the third phase technology node is further extended to 55-40nm, 22nm process. realizes the scale effect and quality benefit of analog chip manufacturing.

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This is yesterday‘s news. Cansemi’s third phase construction near complete. I doubt they will stick to the original plan to extend the node process to 22nm

The problem with Oppo is that they mostly cater to the high end of the smartphone market. So they would have to fab their chips at either TSMC or Samsung. Production can be cut at the stroke of a pen with sanctions. So why bother. I think Xiaomi is way more viable as a chip designer company. They have much more penetration in the lower end of the market, so they need lower costs, and can use older processes which can be made in mainland China.

Guolin Technology: The company's glyoxylic acid product sample delivery has basically been completed​

Guolin Technology said in an agency survey that currently most customers in the market use glyoxylic acid aqueous solution with a concentration of about 50%, and the diameter of glyoxylic acid crystals produced by Guolin is between 2-4 mm. , According to the feedback from customers who tried our products before, the glyoxylic acid crystals of 2-4 mm can be directly used in the production line reaction. At present, the company is cooperating with customers to do long-term pilot test verification.

At present, Guolin Technology's ozone business sector is divided into two types of industries: one is the traditional ozone business sector, which is mainly industrial ozone. The main downstream application areas include municipal tap water advanced treatment, municipal sewage treatment, industrial wastewater, flue gas denitrification, chemical industry Oxidation, industrial coating, space disinfection, etc.; the second is semiconductor-specific ozone equipment, which is mainly used for semiconductor cleaning equipment, thin film deposition and ion implantation processes.

Guolin Technology said that the company's glyoxylic acid product sample delivery has basically been completed, and our customers are actively sending samples to their downstream customers for testing. The first set of semiconductor-specific ozone cleaning equipment has been delivered to customers in the second half of 2022. It is still in the product verification stage. Customers who have sent samples include semiconductor cleaning equipment, thin film deposition equipment leading enterprises and panel factories. It is expected to be completed in 2023 Product verification.

Guolin Technology pointed out that the core components and most of the accessories of the company's semiconductor ozone cleaning equipment are developed by itself. With years of technical precipitation and experience in the ozone industry, the company has more advantages than other companies that want to enter the semiconductor industry. At present, the company's products are being verified by some leading enterprises, and the company will arrange production in an orderly manner according to the verification situation, and strive to realize localization substitution as soon as possible.

Zhongrong Technology completed the B round of financing and is a wet electronic chemicals company​

Fujian Zhongrong Technology Co., Ltd. (hereinafter referred to as Zhongrong Technology) completed the B round of financing, which was jointly invested by Changjiang CMB Fund, Fuzhou Financial Holdings, and Haichuanghui Fund under CMB International. This round of financing is mainly used to expand the company's production capacity, continuously improve product research and development, team building capabilities and market expansion.

According to the official website of Zhongrong Technology, Zhongrong Technology was established in November 2015, focusing on the production, application, R&D and service of wet electronic chemicals, and is committed to one-stop service of wet electronic chemicals in the fields of panels, semiconductors, photovoltaics, new energy, etc. , the main products are stripping liquid, etchant, thinner, NMP and so on. It has successfully supplied high-purity wet electronic chemicals to many terminal enterprises such as BOE, Huajiacai, Tianma Microelectronics, Sanan Semiconductor, and Zhaoyuan Optoelectronics.

It is understood that the wet electronic chemicals industry belongs to the field of basic chemical materials supporting the electronic information industry and serves the downstream electronic information industry. According to the official information of Zhongrong Technology, it technically realizes the recycling and mixing of panel level (ppb level) and semiconductor level (ppt level), and is the domestic pioneer of this closed-loop model.

CGTN put out a short segment on CETC:

Dongwei Semiconductor: The fifth-generation super-junction MOSFET enters batch verification of silicon carbide products.​

Nexchip's price/wafer is much higher than Huahong，don't know why is that？

Some interesting finding from Nexchip IPO file

Nexchip rely on foreign IP at the moment



Rely on foreign materials




Rely on TW clients



Bought Nikon lithography machine



Make it's own mask




Do Chinese semiconductor companies conduct business with other Chinese companies using US dollar instead of Yuan？

luosifen said:

CGTN put out a short segment on CETC:

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Xi Jinping just inspected CETC this morning, I guess that's why. I believe this is his first visit to a semiconductor company/research institute in a long while...? The last time he was in a semiconductor fab was in 2018 at YMTC.

That is likely the case for most other Chinese semiconductor companies as well. Not just Nexchip.
Nexchip started out with substantial investment from Powerchip in Taiwan. So of course there was technological transfer from Taiwan as well.

Hopefully they will continue to switch to Chinese wafer and photoresist manufacturers. They already buy at least some wafers and all the gases in China.