Chinese semiconductor industry

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56860

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So uhhh, it's actually working. Can't be this easy can it?

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"Without access to advanced equipment and spare parts from suppliers like ASML, Applied Materials, KLA, and Lam Research, SMIC may be unable to build chips for its customers using its latest fabrication technologies, so it is reasonable to remove its 14nm platform from
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."

...

"SMIC has been using 14nm-class production techology since the end of 2019 at its SN1 facility. One of the 14nm SoCs the company produced is Huawei's HiSilicon Kirin 710A. However, despite technically being in mass production, it looks like 14nm volumes were so limited that the company stopped disclosing the revenue attributed to this node. Instead, it combined it with the earnings from the 28nm node, which has not been a significant revenue contributor either."
Yes, it really is that easy. You should know the drill by now:

China releases bad economic data = Data is correct, China is collapsing
China releases good economic data = Data is fabricated, China is collapsing

Pentagon says China is behind in x military technology = Pentagon is telling the truth, China is behind
Pentagon says China is ahead in x military technology = Pentagon is lying and just wants more funding, China is behind
 

tokenanalyst

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The semiconductor industry project with a total investment of 2.1 billion yuan was signed and settled in Moganshan High-tech Zone.​


The project is a semiconductor factory and process equipment production and R&D base project . After understanding, the project investor is a listed company on the Science and Technology Innovation Board. It is a key high-tech enterprise of the National Torch Program, a gazelle enterprise, and a "specialized, refined and new" enterprise. The company's many technologies have filled the domestic technological gap . The project is in line with the industrial orientation of the high-tech zone of "integration, end-use, production, and intelligence". The introduction of the project will further improve the integrated circuit industry chain of the high-tech zone.

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Project Overview

The total investment of the project is about 2.1 billion yuan (including 100 million US dollars of foreign investment), of which 2.05 billion yuan is newly added investment in fixed assets . The first phase of the project is located in the 10,000-mu, 100-billion-dollar industrial platform of the High-tech Zone, and 150 acres of industrial land have been added. As the second headquarters of the investor CWXT Division, it is mainly engaged in special gas transportation equipment and chemical transportation equipment for the semiconductor industry. , cutting-edge material process equipment and supporting automation control equipment product research and development, manufacturing and service, laying a solid foundation for the new economic growth pole of the high-tech zone's intelligent manufacturing platform of 10,000 mu and 100 billion yuan .

cooperation process

On April 17, the High-tech Zone Investment Promotion Bureau made the first contact with the project party. The service concept, location advantages, industrial foundation and policy support of Deqing and Moganshan High-tech Zone left a deep impression on the investors. In order to accelerate the implementation of the project, the High-tech Zone Investment Promotion Bureau led the project party to select the site on the same day, and went to the project party to inspect the project the next day and clarify the project investment planning plan. In late April, the project party was intensively invited to Germany three times for in-depth investigation. During the May 1st period, the two parties conducted several rounds of communication regarding the business terms to clarify the details of the implementation and the content of the agreement. On May 12, the two parties formally signed a cooperation agreement.

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On the day when the agreement was signed, the relevant person in charge of the project party sent a message to the high-tech zone: "Thank you for the enthusiasm, professionalism and efficiency of the investment promotion team of Moganshan high-tech zone! Originally, we had many choices, but after contacting you, we determined that Deqing is the best choice. The best choice, Deqing's business environment can meet the needs of our business development."
From the beginning of the project negotiation to the completion of the signing of the contract, it took 26 days, and the speed is very fast! More importantly, on the day of the signing, the promotion plan was preliminarily determined. According to the requirements of the special class service, the two parties will strengthen cooperation and advance at full speed, and strive to complete the civil construction before the end of the year and put it into operation in the second half of next year, creating another high-tech speed of double-entry projects!

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tphuang

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Alright, I deleted all the off topic posts related to that original video. Frankly, these things are a waste time & not worth discussing again

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Looks like YMTC NAND prices are rising again. Seems like NAND prices have bottomed out now.

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JCET has unveiled XDFOI high density chiplet. it has started advanced packaging for 4nm customers. Unclear who their customers are for this product

长电科技XDFOI技术可将有机重布线堆叠中介层厚度控制在50μm以内,微凸点(μBump)中心距为40μm,实现在更薄和更小单位面积内进行高密度的各种工艺集成,达到更高的集成度、更强的模块功能和更小的封装尺寸。
 

siegecrossbow

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Yes, it really is that easy. You should know the drill by now:

China releases bad economic data = Data is correct, China is collapsing
China releases good economic data = Data is fabricated, China is collapsing

Pentagon says China is behind in x military technology = Pentagon is telling the truth, China is behind
Pentagon says China is ahead in x military technology = Pentagon is lying and just wants more funding, China is behind

The expert says it best!

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tokenanalyst

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Key construction projects in Zhejiang announced in 2023, including Fuxin, Zhongxin Wafer, Changdian, etc.​


Recently, the Zhejiang Provincial Development and Reform Commission announced the 2023 provincial key construction project plan.

Judging from the list, it includes Hangzhou Fuxin Project (Phase I), Hangzhou Shilan Jixin Microelectronics Co., Ltd.’s 12-inch production line project with an annual output of 360,000 pieces, Changdian Integrated Circuit (Shaoxing) Co., Ltd.’s 300mm integrated circuit advanced packaging Production line project, SMIC Shaoxing Phase II wafer manufacturing project (Phase I), Zhongxin Wafer large-diameter silicon wafer epitaxy project, etc.

Here is a partial list:

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Among them, Changdian Integrated Circuit (Shaoxing) Co., Ltd.’s 300mm integrated circuit midway advanced packaging production line project has a total land area of 522 acres, a total construction area of about 473,000 square meters, construction of workshops, production lines, etc.; SMIC Shaoxing Phase II wafer manufacturing project (Phase 1) Construct a production line with an annual output of 840,000 pieces of special process integrated circuits, and the process can reach 65nm; Zhongxin Wafer's large-diameter silicon wafer epitaxy project has a total land area of 139 mu and a total construction area of 110,000 square meters. Advanced production technology and high-end equipment have formed an annual production capacity of 1.2 million 200mm and 2.4 million 300mm semiconductor silicon epitaxial wafers.

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tokenanalyst

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U.S. chip production is expensive, Korean chipmakers find.​


Korean chipmakers are facing a multitude of challenges in building and expanding capacity in the United States, after committing billions of dollars to the efforts as the U.S. government initiated a push to increase domestic manufacturing of semiconductors.

They have faced high costs of running factories and hiring workers in the United States, a reality made only worse by inflation. Competition for skilled labor and engineers is particularly fierce as others — Apple, Intel, Qualcomm and Taiwan Semiconductor Manufacturing Company (TSMC) — are hiring and often paying top dollar for talent.

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Of course captain obvious semiconductor manufacturing didn't move to East Asia because was a cool place to make ICs but because it was cheaper. The fabless model allowed US companies to focus on design while outsourcing their manufacturing to basically glorified high tech sweatshops. Basically followed the outsourcing of packaging in the 80s-90s.

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tphuang

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U.S. chip production is expensive, Korean chipmakers find.​


Korean chipmakers are facing a multitude of challenges in building and expanding capacity in the United States, after committing billions of dollars to the efforts as the U.S. government initiated a push to increase domestic manufacturing of semiconductors.

They have faced high costs of running factories and hiring workers in the United States, a reality made only worse by inflation. Competition for skilled labor and engineers is particularly fierce as others — Apple, Intel, Qualcomm and Taiwan Semiconductor Manufacturing Company (TSMC) — are hiring and often paying top dollar for talent.

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Of course captain obvious semiconductor manufacturing didn't move to East Asia because was a cool place to make ICs but because it was cheaper. The fabless model allowed US companies to focus on design while outsourcing their manufacturing to basically glorified high tech sweatshops. Basically followed the outsourcing of packaging in the 80s-90s.

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well, also these people are build factories in places where tech workers don't want to go. They get attracted by these incentive packages from places like Arizona or middle of nowhere in the south and think tech workers will just miraculously show up there. And when they can't find them, they complain.

If you tell them that they can find all the qualified workers they need in California or Seattle, they will just complain the costs are too high. Maybe the key is they shouldn't be opening fabs in America.

I have no sympathy for these guys
 

siegecrossbow

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well, also these people are build factories in places where tech workers don't want to go. They get attracted by these incentive packages from places like Arizona or middle of nowhere in the south and think tech workers will just miraculously show up there. And when they can't find them, they complain.

If you tell them that they can find all the qualified workers they need in California or Seattle, they will just complain the costs are too high. Maybe the key is they shouldn't be opening fabs in America.

I have no sympathy for these guys

Just set up shop in Austin. Low taxes for corporations and although cost of living is high, it is nowhere near Cali or Seattle level. Plenty of recreational activities too.
 
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