Chinese semiconductor industry

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ansy1968

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CHIP ACT is a failure before it started, nice strategy China.

From Sun Tzu:

If your enemy is secure at all points, be prepared for him. If he is in superior strength, evade him. If your opponent is temperamental, seek to irritate him. Pretend to be weak, that he may grow arrogant. If he is taking his ease, give him no rest. If his forces are united, separate them. If sovereign and subject are in accord, put division between them. Attack him where he is unprepared, appear where you are not expected.
 

tokenanalyst

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SMIC: 40 and 28nm production capacity has returned to full capacity​


Recently, SMIC disclosed the latest survey minutes, saying that the decline in the first quarter was mainly 8-inch products. For the second quarter, the company’s revenue and capacity utilization are expected to recover. Urgent orders mainly come from 12-inch products, especially 40-nanometer and 28-inch products. Nano's new product. Currently, the 40 and 28nm nodes have returned to full capacity. In the first quarter, the integrated circuit industry as a whole was still at the bottom.
SMIC said that in the first quarter, the integrated circuit industry as a whole was still at the bottom. The industrial and automotive sectors are relatively stable, the inventory of the mobile phone and consumer electronics industry chain is still high, and the market demand for existing old products, especially standard products with large quantities and low prices, has further declined. The company actively adjusts the product mix to optimize the revenue structure and increase the average selling price, achieving sales revenue of US$1.462 billion, a decrease of 9.8% month-on-month, slightly better than the guidance, and a gross profit margin of 20.8%, which is at the upper end of the guidance.
In terms of sales revenue by platform, Embedded non-volatile memory and dedicated memory NOR flash and NAND flash platforms saw signs of recovery, with revenue increasing by more than 20% month-on-month. In terms of sales revenue by region, China, the United States, and Eurasia accounted for 75%, 20% and 5% respectively.

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tokenanalyst

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Qianrong Yuanfeng Fund jointly leads the investment in Kaixin Semiconductor, and the investment ecology of the extended chain integrated circuit industry.​


Recently, Qianrong Yuanfeng Fund, a subsidiary of Qianrong Holdings, jointly led the investment in Suzhou Kaixin Semiconductor Technology Co., Ltd. (hereinafter referred to as "Kaixin Semiconductor") , continuing to focus on industrial ecological investment in the field of integrated circuits. Rockchip Investment, Bangming Longtou, Peking University Yuanpei Fund, Park Science and Technology Innovation Fund.
Qianrong Holdings' current key layout areas have formed a diversified investment ecosystem such as new generation information technology, integrated circuits, high-end equipment, life sciences, new energy, and new materials, adhering to the three major investment concepts of "investing in early stage, investing in hard core, and investing in innovation" , around the core focus areas of its own major key industrial layout, and expand the ecology by means of missing chains, supplementary chains, and short chain extensions. Today, Qianrong 's investment layout in the semiconductor field has covered high-end chip design, core materials, key equipment, core components, power devices, advanced packaging and other fields, opened up the upstream and downstream of the industry, and gradually derived cross-field and cross-professional Integration, various invested projects have formed a "circular" model of full coordination and mutual cooperation, creating an "investment industry ecological cluster" with the characteristics of Qianrong Holdings.

Kaixin Semiconductor focuses on the R&D, manufacturing and service of silicon carbide ceramic parts for semiconductor equipment. It is a pioneer in the research and development of CVD silicon carbide products in China. It has CVD core technology with completely independent intellectual property rights. The products have been used in many Si semiconductors, SiC, GaN, etc. The benchmark customers in the fields of third-generation semiconductors and LED optoelectronics have achieved mass production and supply.
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The company's core product is the CVD silicon carbide graphite base of semiconductor epitaxy equipment and the overall solution of thermal field, which is the core component of semiconductor epitaxy equipment. In addition, the company also has rich technical reserves in the field of high-end ceramic components such as sintered silicon carbide ceramics and bulk silicon carbide ceramics.

The company was awarded the honorary title of Leading Talent in Suzhou Industrial Park, the first place in the new material group of the Hunan Innovation and Entrepreneurship Competition, and the National Competition Excellence Award. The wholly-owned subsidiary Hunan Kaixin New Materials has completed ISO9001, ISO14001, RoHS and other many System Certification.

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tokenanalyst

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Zhilun Super Pure | Our company has recently completed tens of millions of yuan in angel round financing


Recently , Zhilun Chaochun completed the excess fund raising of tens of millions of yuan in the angel round . This round of financing was jointly led by two funds under Shaanxi Investment Capital , Provincial Enterprise Innovation Investment Fund and Xinhuo Innovation Investment Fund . The active participation of leading funds in the industry such as technology innovation investment funds . This round of financing will be fully used for technology research and development and upgrade iterations of existing products , purchase of factory automated production lines , construction of R&D centers , and supplementary operating funds. It provides strong support for the company to achieve leapfrog development, promote in-depth cooperation between upstream and downstream leading enterprises, and occupy the high-end market of electronic grade epoxy resin at home and abroad .

Only one year after Zhilun Ultrapure was established , its technology and products have received enthusiastic responses from leading domestic investment institutions . This is not only a recognition of the technical strength contained in the company's core low-chlorine high-purity epoxy resin series products , but also a high recognition of the market's hard work in solving China's "stuck neck" technical problems . The leadership of a mature management R&D team , the strong capital strength of leading investment institutions , and the urgent needs of the high-end market have jointly built the company's vigorous vitality from the inside out .

In response to the problem of long-term dependence on imports of high-end electronic packaging raw materials, Zhilun Superpure aims at ultra-high-purity low-chlorine epoxy resin and relies on epoxy resin purification and dechlorination technology to achieve ultra-pure low-chlorine and low-viscosity epoxy resin. Large-scale production. At the same time, the cost is also significantly lower than that of products of the same type and quality. Zhilun ultra-pure epoxy resin has unique advanced chlorine removal technology, which greatly reduces production line requirements, improves production efficiency, and solves the disadvantages of traditional processes. Under the premise of controllable cost, the purification, chlorine removal, and low viscosity of epoxy resin are efficiently realized, breaking the foreign monopoly of high-purity, low-chlorine, and low-viscosity epoxy resin. The total chlorine content, epoxy equivalent The three core indicators such as viscosity and viscosity are significantly better than the most high-end products on sale.Zhilun Ultrapure has applied for 35 invention patents in the direction of ultra-high-purity low - chlorine epoxy resin , including 2 US patents . This year , it is expected to apply for 30 new invention patents ( including 3 European patents ), participate in the formulation of 1 industry standard , and lead the formulation of 2 group standards .At present , Zhilun Ultrapure has gradually completed the development and production of supporting raw materials, and is committed to realizing the import substitution of key raw materials for electronic packaging . This type of product can be widely used in semiconductor and high-end composite material industries. It is of great strategic significance to solve the "stuck neck" problem of raw materials in my country's semiconductor industry such as epoxy molding compounds and electronic adhesives. In the future, Zhilun Ultrapure will continue to expand the company's research and development breadth based on the technology of epoxy resin dechlorination and purification, and strive to become an international leading professional manufacturer of high-purity electronic grade epoxy resin.

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Strangelove

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New processor, OS to propel open-source chip ecosystem​


By ZHANG ZHIHAO | CHINA DAILY | Updated: 2023-05-27 07:34


The Chinese Academy of Sciences has unveiled a new high-performance processor chip and a new operating system, based on the popular open-source chip design standard known as RISC-V.

The chip has been named Xiangshan open-source high performance RISC-V processor, while the operating system is called Aolai.

These technological achievements represent China's commitment to building an open-source chip ecosystem with a new blueprint to support its digital economy and promote international cooperation in chip development, experts and officials said on Friday.

For decades, computer chip designs have been expensive and hard to license. Global chip designers, such as Intel and ARM, have long kept their blueprints a secret, meaning consumers had to buy manufactured chips directly or pay more for a customized design.

RISC-V, which means an instruction set architecture rooted in reduced instruction set computer principles, has been open and free to use since its launch in 2010 and everyone can use it to design a chip tailored to their needs. As a result, MIT Technology Review named the chip design as one of the breakthrough technologies of 2023.

About 3,100 members worldwide, including companies and academic institutions, are now adopting the new design to build RISC-V chips, according to MIT Technology Review. "In a few years, RISC-V proponents predict, the chips will be everywhere," the publication said.

Yin Hejun, vice-president of the Chinese Academy of Sciences, said during a session of the 2023 Zhongguancun Forum in Beijing that processor chips are the foundation of information technology and the digital economy.

Over the past four decades, open-source software ecosystems have revolutionized the global information technology industry, Yin said on Friday.

Some notable examples include Bluetooth, Ethernet, Wi-Fi, and PDF, all of which are based on open standards whose design specifications are publicly available, allowing consumers and product makers to access the same functions across various devices.

Yin said the Chinese Academy of Sciences attaches great importance to building open-source technology ecosystems. In 2018, the academy launched the China RISC-V Alliance to facilitate the construction of a RISC-V ecosystem.

In the future, the academy will continue to support innovations based on RISC-V, enhance international cooperation, and foster new industries and applications using the new design to strengthen the global chip supply chain and open-source ecosystem, Yin said.

Yu Yingjie, vice-mayor of Beijing, said RISC-V, x86 and ARM are becoming the three pillars of the global chip ecosystem, creating new opportunities.

The city will take advantage of its rich resources in human, policy and capital to create a high-quality open-source chip industrial hub that can yield innovation and contribute to the development of the global information technology sector, he said.

Sun Ninghui, a noted computer scientist and academician of the Chinese Academy of Engineering, said the Chinese Academy of Sciences had been developing open-source processor chips since 2015, achieving multiple breakthroughs and cementing China's position as a global front-runner in open-source processors.

The Xiangshan chip and Aolai operating system are two notable achievements that showcase China's commitment to strengthening the global chip supply chain and creating an open-source chip ecosystem that can benefit the world, he said.
 

tokenanalyst

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Research Progress of Gallium Oxide Heterogeneous Integration and Heterojunction Power Transistors


The two types of Ga2O3 power transistors introduced in this paper , the heterogeneous integrated transistor on the high thermal conductivity substrate and the super junction transistor, are all innovative realizations in China. Wafers and devices are an effective way to solve the bottleneck of Ga2O3 low thermal conductivity. Experiments show that the thermal conductivity of SiC-based Ga2O3 wafers reaches 9.0 W/mK, and the interface thermal resistance is7.5 m2K/GW, its thermal diffusion rate is close to SiC wafer, far better Ga2O3 heterogeneous integrated transistors prepared at the same time250°C It still maintains excellent thermal stability, the degradation of switching state characteristics is less than two orders of magnitude, and the overall performance of the device reaches the mainstream level of Ga2O3 devices. The super junction transistor is the only device structure that has been proven to break through the breakdown limit of power semiconductors. Due to the lack of p-Ga2O3 , it is not easy to realize. Related research innovatively utilizes the p-NiO/n-Ga 2 O 3 heterojunction to realize super-junction structure Ga2O3 MOSFETs, and the breakdown voltage of the device is compared with Compared with conventional devices with the same structural parameters fabricated simultaneously, a 2.42-fold increase was achieved, corresponding to a 4.86-fold increase in power quality factor.

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With the continuous maturity of p-NiO epitaxy technology and the deepening of p-NiO/n-Ga 2 O 3 heterojunction research, under the current situation that p-type Ga2O3 doping is difficult to achieve, p-NiO/n-Ga The 2O3 heterojunction will definitely be an effective solution for high-performance Ga2O3 devices. At present, the performance of Ga2O3 heterogeneous integrated transistors on high thermal conductivity substrates has gradually approached the mainstream level of Ga2O3 bulk substrate devices. With the development of its injection activation process, ohmic contact process, trench interface treatment process, etc., as well as the in-depth research on the design of composite field plate structure and floating gate structure, the heterogeneous integration of high thermal conductivity substrate Ga2O3 will be further improved . Transistor device performance, especially the combination with p-NiO/n-Ga2O3 heterojunction, the development and realization of Ga2O3 heterogeneous integrated superjunction transistor with high thermal conductivity substrate, will hopefully achieve device performance breaking through the material limit and thermal Ga2O3 power devices with excellent conductivity . High thermal conductivity substrate Ga2O3 heterogeneous integration and p-NiO/n-Ga2O3 heteroepitaxy technologies will effectively promote the development of Ga2O3 power transistors and facilitate their practical application in the fields of power and radio frequency.​

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