Chinese semiconductor industry

Jinhong Gas's 600 million yuan high-end electronic special material project is expected to be trial-produced by the end of the year.​

tokenanalyst said:

Jinhong Gas's 600 million yuan high-end electronic special material project is expected to be trial-produced by the end of the year.​

Recently, Jinhong Gas's new high-end electronic special materials project Phase I R&D building project has entered the completion acceptance stage.

It is reported that the high-end electronic special materials project covers an area of 85.2 mu, with a total investment of 600 million yuan, mainly engaged in the research, development and production of high-end electronic special materials. After the completion of the project, the annual production of electronic grade perfluorobutadiene 200t, electronic grade octafluorocyclobutane 500t, electronic grade monofluoromethane 100t, electronic grade silicon tetrafluoride 200t, electronic grade hydrogen bromide 600t, electronic gas and mixed 30,000 bottles of gas and 280,000 bottles of helium.

According to today's Xiangcheng news, Jinhong Gas said that the first phase of the project is expected to reach the trial production state by the end of the year, and the second phase of the project has obtained a construction permit at the end of March and is in preparation for construction.​

It is reported that Jinhong Gases has provided comprehensive gas solutions for semiconductor customers in the fields of specialty gases, electronic bulk carrier gases, and TGCM. Customers include SMIC, Leadchip, Jita Semiconductor, Xinyue Energy, and China Resources Shanghua.

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FairAndUnbiased said:

These are some of the most highly value added chemicals with extremely tight quality requirements. This also shows the danger of depending on imported chemical metrology tools.

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Memory chip market may be showing signs of bottoming out as China’s YMTC leads Samsung, Micron in raising prices​

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YMTC, which accounts for about 5 per cent of the global NAND memory chip market, recently informed its customers that it will increase pricing for its 3D NAND flash memory by up to 5 per cent, the Taiwan Economic Times reported on Thursday, citing unidentified sources.
YMTC did not respond to a request for comment.

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Other major memory chip makers such as Samsung Electronics, SK Hynix and Micron Technology are expected to follow suit and raise NAND prices by a similar range, according to Taiwanese IT media DigiTimes.

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官方也在展区展示了天河新一代超级计算机上采用的计算芯片、主板等核心技术。

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bzhong05 said:

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审查发现，美光公司产品存在较严重网络安全问题隐患，对我国关键信息基础设施供应链造成重大安全风险，影响我国国家安全。为此，网络安全审查办公室依法作出不予通过网络安全审查的结论。按照《网络安全法》等法律法规，我国内关键信息基础设施的运营者应停止采购美光公司产品。

Micron failed inspections by the Cyberspace Administration of China (CAC) and is now considered a major national security risk to Chinese basic IT infrastructure supply chains. Key information infrastructure operators in the country are required to stop acquiring Micron products in accordance with the Cybersecurity Law of the People's Republic of China. China now striking back at US sanctions...

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tphuang said:

This seems pretty weak actually. No banning of devices with micron products?

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bzhong05 said:

Very likely, though, this could be potentially included... my view is that a lot of the language in Chinese officialdom is kept intentionally vague and open to interpretations and those selling devices to SOEs and other key infrastructure companies are much less likely to include Micron products now to be on the safe side. And a lot of the devices in the Xinchuang business have already been replacing foreign memory products with locally made ones too. It seems like the ban is on public purchases, though, and I wonder what effect this could have on private company purchases of Micron products.

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