Chinese semiconductor industry

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Ruiwei New Materials received tens of millions of yuan in round A financing to build a diamond-metal new composite material production line​


Recently, Nanjing Ruiwei New Material Technology Co., Ltd. (hereinafter referred to as "Ruiwei New Material") announced that it has completed tens of millions of yuan in Series A financing, led by Zhizhi Dafang Capital and followed by Shuimu Venture Capital.

According to news from Shuimu Venture Capital, taking this round of financing as an opportunity, Ruiwei New Materials will further promote the upgrading of diamond-metal new composite material technology, and build the first batch of domestic diamond-metal new composite material production lines that can be mass-produced, effectively Support the mass delivery of its products and thermal management solutions to leading users in key industries.

Founded in 2021, Ruiwei New Materials is a representative project of the transformation of scientific and technological achievements of Nanjing University of Aeronautics and Astronautics, focusing on the industrialization of new diamond-metal composite materials. According to the official news of Ruiwei New Materials, the company team took the lead in breaking through the high reliability and high consistency preparation method of diamond-metal composite materials and the low-cost flexible molding production process of chip heat sink products based on this material. milestone.

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The first equipment of Shandong Youyan Aisi 12-inch large silicon wafer industrialization project was moved in​


According to news from Jiwei.com, on June 12, the first equipment of Shandong Youyan Aisi’s 12-inch large silicon wafer industrialization project for integrated circuits moved into the new factory in Dezhou, Shandong.

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Source: Shandong Youyan Ace

According to news from Shandong Youyan Aisi, the industrialization project of large silicon wafers for 12-inch integrated circuits is a key project for the layout and construction of China Youyan, RST Co., Ltd. and Youyan Silicon. The project has a R&D center and a pilot test line in Beijing. Product research and development, customer certification and other work are carried out simultaneously with the construction of mass production projects, and the current shipment volume has reached 40,000 pieces per month. The project construction will start at the end of 2021, and the plant construction will be successfully completed. Equipment move-in and process debugging will start as planned. It is expected that all equipment move-in will be completed and mass production will be realized in October 2023 .

According to news from Tianqu New District, Dezhou, on April 28, 90% of the industrialization project of Shandong Youyan Ace’s 12-inch large silicon wafers for integrated circuits has been completed, and the exterior walls and main decoration of the main factory building have been completed. The total investment of the project is 6.2 billion yuan, and the first phase investment is 2.5 billion yuan. The first phase of the project will start construction in June 2022. After the two phases of investment are completed and reached production capacity, an annual production capacity of 3.6 million 12-inch silicon wafers will be formed, and the national market share will reach 20%.

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Hidden Crown Semiconductor received tens of millions of yuan in financing, focusing on precision motion control systems​


Recently, Shanghai Yinguan Semiconductor Technology Co., Ltd. (hereinafter referred to as "Yinguan Semiconductor") received tens of millions of yuan in financing, with Jihua Equipment and other investors participating in the investment.

Founded in 2019, Hidden Crown Semiconductor focuses on the R&D, manufacturing and sales of precision motion control systems. Its main products include high-precision motion tables, piezoelectric actuators, and various types of special motors. Its products can be applied to semiconductor manufacturing, measurement, and three-dimensional integration, and can also be extended horizontally to application fields such as biomedicine and genetic testing.

According to news in August 2022, Hidden Crown Semiconductor’s strategic round of financing has completed the signing , led by CCB Investment and Juntong Capital, followed by angel investor Jizi Investment, Yida Capital, Cornerstone Capital, Jucheng Investment, Fujian Zhanxin Co-invested with Lishi Investment and others, and the total transaction amount exceeded 200 million yuan. This is the third round of financing for Hidden Crown Semiconductor, which will help it continue to deepen the research and development of high-end semiconductor precision equipment, accelerate the construction of production line capacity, expand markets and gather talents.

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Chinese IC design house Montage plans to complete developing mass-produced version of MXC chip by 2023 year-end

China’s IC design house Montage Technology (澜起科技) plans to complete the development of the first generation of MXC and CKD chips for mass-production by the end of this year based on customer feedback, the company said during a recent session of the institutional investors’ Q&A.

Founded in 2004 and listed on the STAR market of the Shanghai Stock Exchange in 2019, Shanghai-based Montage Technology provides high-performance and low-power IC solutions for cloud computing and data center markets. It has two major product lines - interconnection chips and Jintide® server platform.

The company has steadily increased scientists and technicians since listing, with 641 employees at the end of 2022, of which 73% were R&D personnel, totaling 468. The increased R&D staff mainly focus on new products, including AI chips, PCIe Retimer chips, and MXC chips.

As for AI chips, Montage stated that the company had taped out the engineering sample of the first generation of AI chips at the end of 2022, and is currently conducting internal testing and verification work.

In terms of demand for PCIe5.0 Retimers, the company believes that its demand is promising in the medium and long term driven at the continuous doubling of the PCIe data transfer rate. However, the mainstream CPUs that support PCIe5.0 Retimer chips have not been on the market for long, and it will take time to build the PCIe5.0 ecosystem.

Montage is the second company in the world to mass-produce PCIe5.0/CXL2.0 Retimer chips. Its PCIe5.0 Retimer chip has low latency, which is important for high-speed signal chain transmission and CXL applications.

Montage operates in branch offices in Kunshan, Beijing, Xi'an, Macau, the US, and South Korea.
 
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Jingsheng Electromechanical: Large silicon wafer equipment has been localized and delivered in batches, and the shipment of silicon carbide epitaxy equipment has reached the forefront in China​


Jingsheng Electromechanical said in a recent survey by the organization that the company's semiconductor equipment business is divided into the following three areas: first, large silicon wafers, that is, 8-12 inch large silicon wafers; second, characteristic technology, that is, power semiconductor equipment; third , advanced manufacturing process, that is, wafer-side related equipment.

The company's 8-12 inch large silicon wafer equipment (crystal growth, slicing, polishing and CVD equipment, etc.) has basically been localized and delivered in batches; epitaxy equipment for power semiconductor equipment and high-temperature furnace tubes and other equipment have also been delivered in batches. Especially silicon carbide epitaxy equipment, the shipment volume has reached the forefront in China; in the field of advanced manufacturing process, the company is laying out equipment such as 12-inch thinning and epitaxy (atmospheric pressure epitaxy, decompression epitaxy).

With the rapid development of the photovoltaic industry and the semiconductor industry, silicon wafer manufacturers are accelerating production capacity expansion. Quartz crucibles are the core consumables in the production of silicon wafers, and the market demand is growing rapidly. Jingsheng Electromechanical seizes the development opportunities of the industry and actively promotes the development of quartz crucible business. Speed up the construction and commissioning of the Ningxia crucible production base. With the gradual release of expanded production capacity, the company's quartz crucible business has achieved rapid growth.
 
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Hua Hong Wuxi Integrated Circuit R&D and Manufacturing Base Phase II Project Signed​

Xu Kunlin welcomed Zhang Suxin and his party to Jiangsu to deepen cooperation and congratulated the signing of new projects. He said that Jiangsu has cultivated the integrated circuit industry as an advanced manufacturing cluster and advantageous industrial chain, and has become an important domestic production base. At present, we are deeply studying and implementing the spirit of General Secretary Xi Jinping's important speech, firmly grasping the primary task of high-quality development, focusing on promoting self-reliance and self-improvement in science and technology, striving to build an industrial technology innovation center with global influence, and accelerating the construction of manufacturing strong province. Hua Hong Group is a leading enterprise in my country's integrated circuit industry, and has made positive contributions to promoting the innovation and development of chip manufacturing technology. It is hoped that Huahong Group will combine its own advantages with Jiangsu's advantages in industry, science and education, and talents to drive the development and growth of upstream and downstream affiliated enterprises in our province, and to jointly undertake more key core technology research projects around the country's major needs, and to jointly improve the transformation of scientific and technological achievements and industrialization. and jointly create a good ecology for the development of the integrated circuit industry. We will strengthen the guarantee of all elements, effectively help coordinate and solve difficult problems, and continue to provide high-quality services for the development of Hua Hong Group in Jiangsu.

Zhang Suxin thanked Jiangsu for its strong support for the development of Hua Hong Group. He said that Jiangsu has rich innovation resources, a solid industrial foundation, and a good business environment, and it is a key area for Huahong Group. The first phase of the project has achieved remarkable results, which has strengthened our confidence in expanding investment. We will promote new projects to be put into production as early as possible, help create a highland for the development of the integrated circuit industry, and make new contributions to Jiangsu's high-quality development and modernization.
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tphuang said:
This is actually about SMECS, not SMIC.
It would be a problem if SMIC is getting 70% of their revenue from IGBTs and MEMS



There are plenty of hardworking Americans actually. But we actually work for higher salaries rather than whatever TSMC pays. This is not Taiwan where semiconductor industry pays like 4x everything else. So when people join TSMC, they know they have to work hard. In America, the best and hardest working are doing startup software companies, finance, lawyers or doctors. Nobody is going into chipmaking, because nobody grew up wanting to making chips. And most people willing to work those hours are in the northeast, not in Arizona.

Another case of Taiwanese management clueless about American culture.
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Agree. Plus from what I have heard, Taiwanese companies are some of the worse when it comes to work culture and how they treat their employees to be honest, especially in developing countries in which they set up shop. Not sure how true that is, but looking at how Foxconn was running their factories in China, I assume its true.
 
tphuang

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I wonder if Chinese gov't will put a stop to this. SMIC has a lot of new 28 to 90nm capacity coming online and all using domestic tools. While TSMC has access to foreign tools. It seems unfair for TSMC and UMC to be allowed to increase 28nm capacity while using American tools.

I think they need to make a law that any foreign chipmaker in China looking to expand capacity must operate under the same sanction restrictions as domestic chipmakers
 
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tphuang said:
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I wonder if Chinese gov't will put a stop to this. SMIC has a lot of new 28 to 90nm capacity coming online and all using domestic tools. While TSMC has access to foreign tools. It seems unfair for TSMC and UMC to be allowed to increase 28nm capacity while using American tools.

I think they need to make a law that any foreign chipmaker in China looking to expand capacity must operate under the same sanction restrictions as domestic chipmakers
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I think could be irrelevant, the localization semiconductor products is driven by the fear of US export controls, even if the item is made in China, is still subject to US controls if is made usuing US technology and more if the company is foreign. Is probably an desperate attempt to get them to sign the Chip Deal. An intersting thing would be if in order to avoid US controls foreign companies in China start using more local made tools and materials.
 
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tokenanalyst said:
I think could be irrelevant, the localization semiconductor products is driven by the fear of US export controls, even if the item is made in China, is still subject to US controls if is made usuing US technology and more if the company is foreign. Is probably an desperate attempt to get them to sign the Chip Deal. An intersting thing would be if in order to avoid US controls foreign companies in China start using more local made tools and materials.
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well, that's kind of my point. You need to put something in to encourage foreign fabs to use domestic tools. Otherwise, they have an unfair advantage for using American tools. Do you really want SMIC to be put at a disadvantage because it's doing the right thing of validating domestic tools?
 
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