Chinese semiconductor industry

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tokenanalyst

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YOFC Advanced Fundraising 6 Billion

Build the third generation semiconductor project


On June 26, YOFC issued an announcement on foreign investment, and its subsidiary YOFC Advanced plans to invest RMB 6 billion to build a third-generation semiconductor power device production project.

According to the announcement, the project is located in Donghu New Technology Development Zone, Wuhan City, Hubei Province, with a total investment of approximately RMB 6 billion, including equity financing of approximately RMB 3.6 billion and bank loans of approximately RMB 2.4 billion.

Among them, the project construction content includes the third-generation semiconductor epitaxy, wafer manufacturing, packaging and testing and other production lines. After the construction is completed, it will form an annual output of 360,000 6-inch silicon carbide wafers and epitaxy, and an annual output of 61 million power device modules. ability.

The project is expected to be completed in 2025, when it will become the largest SiC power semiconductor manufacturing base in China.

In addition, the project will also build a third-generation semiconductor technology innovation center, which will be used to follow up the international frontier technology of the third-generation semiconductor and develop advanced technology of the third-generation semiconductor device.

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Topazchen

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I mean the existing EAR already cover "transfer of knowledge" as a form of export so this decision by the Netherlands' Institute for Human Rights is just wasting air. But yes, if you couldn't export that product or service due to EAR and then you hire someone who could potentially transfer that knowledge instead it counts all the same if the government wants to come after you.
I don't think that body knows that there are hundreds of Russians who work at ASML.
 

huemens

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Could you post a full article please?

Chinese Firms Asking US Exporters to Certify Products as Micron-Free, Industry Official Says​

China’s recent restrictions on Micron products are having broader than expected consequences for U.S. exporters, a trade industry conference heard last week, and may portend how future Chinese retaliatory actions will affect U.S. companies.

Although Beijing’s restrictions, announced against the U.S. chip firm in May (see 2305220053), block only Chinese companies involved in certain information technology infrastructure projects from buying Micron products, additional Chinese businesses are also complying with the ban, said April Snyder-Bolden, a manager in IBM’s export regulation office. This has created transactional challenges, she said, particularly as more Chinese companies ask U.S. exporters to certify that their shipments don’t contain Micron products.

Part of the challenge stems from the lack of clarity surrounding the definition of a Chinese operator of critical IT infrastructure, Snyder-Bolden said during the American Association of Exporters and Importers’ annual conference in Washington last week. “It's not well defined,” she said, adding that some companies take a “very narrow interpretation of that definition,” while others have a “more broad” view.

“And what we've started to see is companies in China, who you would not consider to fall under this category,” are looking to avoid Micron products altogether, Snyder-Bolden said. Some have started “to say, ‘well, we also want to comply with this rule, so you need to give us a certification that your products don't contain Micron.’”

She noted the restrictions came out only last month, so “you're starting to basically see it trickle down to others in China concerned with this.” IBM is “still trying to work through this” and is speaking with other companies “to understand how they're interpreting it.”

“This is seen as a retaliatory action from the Oct. 7 rules,” Snyder-Bolden said, referring to the sweeping China-related chip controls announced by the Commerce Department last year (see 2210070049). U.S. lawmakers have criticized the Micron ban for being politically driven (see 2305240002), while others called on Commerce to use its Entity List and potentially its anti-boycott regulations to respond (see 2306020053).

“I don't know if we'll see any other cases like this against U.S. companies,” Snyder-Bolden said, “but it is something that is having an impact, and it's still really being assessed on how much of an impact it’s going to be.”
 

huemens

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Registered Member
So those ASML Chinese employees will be let go,
I don't think so. It's still up to ASML. The actual wording and context in the article he linked is a bit different from what it sounds like in his post. The article actually says ASML already discriminating, so someone send a complaint to that Human Rights body. Then the human rights body approved of ASML's behavior. From that article:

Dutch human rights body: ASML may follow US export rules when hiring​

A Rotterdam-based anti-discrimination foundation had filed a complaint over ASML's hiring practices, arguing that Dutch law does not permit discrimination on the basis of nationality.
The company had argued that violating U.S. regulations would lead it to risk American sanctions that "could bring operations to a standstill," the decision said.
The decision by the Netherlands' Institute for Human Rights affirmed that ASML may reject job applicants from Iran, Syria, Cuba and North Korea who might have access to sensitive U.S. technology, even though it is not obliged to do so by Dutch law.
 

Moonscape

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Chinese Firms Asking US Exporters to Certify Products as Micron-Free, Industry Official Says​

China’s recent restrictions on Micron products are having broader than expected consequences for U.S. exporters, a trade industry conference heard last week, and may portend how future Chinese retaliatory actions will affect U.S. companies.

Although Beijing’s restrictions, announced against the U.S. chip firm in May (see 2305220053), block only Chinese companies involved in certain information technology infrastructure projects from buying Micron products, additional Chinese businesses are also complying with the ban, said April Snyder-Bolden, a manager in IBM’s export regulation office. This has created transactional challenges, she said, particularly as more Chinese companies ask U.S. exporters to certify that their shipments don’t contain Micron products.

Part of the challenge stems from the lack of clarity surrounding the definition of a Chinese operator of critical IT infrastructure, Snyder-Bolden said during the American Association of Exporters and Importers’ annual conference in Washington last week. “It's not well defined,” she said, adding that some companies take a “very narrow interpretation of that definition,” while others have a “more broad” view.

“And what we've started to see is companies in China, who you would not consider to fall under this category,” are looking to avoid Micron products altogether, Snyder-Bolden said. Some have started “to say, ‘well, we also want to comply with this rule, so you need to give us a certification that your products don't contain Micron.’”

She noted the restrictions came out only last month, so “you're starting to basically see it trickle down to others in China concerned with this.” IBM is “still trying to work through this” and is speaking with other companies “to understand how they're interpreting it.”

“This is seen as a retaliatory action from the Oct. 7 rules,” Snyder-Bolden said, referring to the sweeping China-related chip controls announced by the Commerce Department last year (see 2210070049). U.S. lawmakers have criticized the Micron ban for being politically driven (see 2305240002), while others called on Commerce to use its Entity List and potentially its anti-boycott regulations to respond (see 2306020053).

“I don't know if we'll see any other cases like this against U.S. companies,” Snyder-Bolden said, “but it is something that is having an impact, and it's still really being assessed on how much of an impact it’s going to be.”

Excellent. US politicians really need to learn that what goes around comes around.
 

tphuang

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YOFC Advanced Fundraising 6 Billion

Build the third generation semiconductor project


On June 26, YOFC issued an announcement on foreign investment, and its subsidiary YOFC Advanced plans to invest RMB 6 billion to build a third-generation semiconductor power device production project.

According to the announcement, the project is located in Donghu New Technology Development Zone, Wuhan City, Hubei Province, with a total investment of approximately RMB 6 billion, including equity financing of approximately RMB 3.6 billion and bank loans of approximately RMB 2.4 billion.

Among them, the project construction content includes the third-generation semiconductor epitaxy, wafer manufacturing, packaging and testing and other production lines. After the construction is completed, it will form an annual output of 360,000 6-inch silicon carbide wafers and epitaxy, and an annual output of 61 million power device modules. ability.

The project is expected to be completed in 2025, when it will become the largest SiC power semiconductor manufacturing base in China.

In addition, the project will also build a third-generation semiconductor technology innovation center, which will be used to follow up the international frontier technology of the third-generation semiconductor and develop advanced technology of the third-generation semiconductor device.

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btw, this is a huge increase.

If you look at their website
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可年产6万片6英寸SiC MOSFET或SBD外延及晶圆、640万只功率模块、1800万只功率单管。我们致力于提供高品质的服务,目前可提供650V到3300V SiC SBD、SiC MOSFET相关产品。
so they are adding 6x what they are producing right now
 

Overbom

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More bans are coming. Now even the unlicensed A800s may be banned from exported to China. Seems like a full on tech blockade
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U.S. Considers New Curbs on AI Chip Exports to China​

Restrictions come amid concerns that China could use AI chips from Nvidia and others for weapon-development and hacking​

The Biden administration is considering new restrictions on exports of artificial intelligence chips to China, as concerns rise over the power of the technology in the hands of U.S. rivals, according to people familiar with the situation.
The Commerce Department could move as soon as early next month to stop the shipments of chips made by Nvidia and other chip-makers to customers in China and other countries of concern without first obtaining a license, the people said.
The new restrictions being contemplated by the department would ban the sale of even A800 chips without a license, according to the people familiar with the matter.
The administration is also considering restricting leasing of cloud services to Chinese AI companies, which have used such arrangements to skirt the export bans on advanced chips, some of the people familiar with the discussions say.
The timing of the rule’s rollout is still uncertain, as chip makers continue to push the administration to forego or ease the new restrictions. The administration is likely to wait until after a visit to China by Treasury Secretary Janet Yellen in early July to avoid angering Beijing, according to a source familiar with the situation.
 
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