Chinese semiconductor industry

Su Daweige: Positioning grating scale parts for lithography machines have been supplied in small batches​

According to news from Jiwei.com, recently, an investor asked a question on the investor interaction platform: Does your company supply optical products to Shanghai Microelectronics and international lithography machine manufacturers ASML and Samsung? How much does it account for revenue?

Su Daweige (300331.SZ) stated on the investor interaction platform on July 6 that the company provided small batches of positioning grating ruler components for projection lithography machines in the semiconductor field to related companies, and the corresponding revenue currently accounts for a small proportion.

FairAndUnbiased said:

What are your thoughts about computing in memory as a leapfrog tech?

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Reading this review it seems currently there are four leapfrog trends 1) Compute-in-memory-based ML accelerators chips, 2) floating-point SRAM compute-in-memory chips, 3) 3D chiplet integrated compute-in-memory processors for high performance computing, 4) Heterogeneous SOCs for hybrid neural networks. A significant number of these breakthrough papers were from Chinese labs.

Runyou New Materials 4.2 billion high-purity quartz products and semiconductor silicon-based new materials project started​

On July 4, the centralized start-up ceremony of the "Thousands of Trillions" major projects in Zhejiang Province was held. Zhejiang Runyou New Material Technology Co., Ltd., located in Wuyi County, Jinhua City, with an annual output of 40,000 tons of high-purity quartz products and semiconductor silicon-based new materials projects participated in this intensive start-up activity.

According to the news released by Wuyi, Zhejiang Runyou New Materials has an annual output of 40,000 tons of high-purity quartz products and semiconductor silicon-based new materials. Furnace and other advanced equipment, using advanced production technology to produce high-purity quartz products and semiconductor silicon-based new materials .

The total investment of the project is 4.2 billion yuan. The construction unit is Zhejiang Runyou New Material Technology Co., Ltd. The construction period is 2023-2026, and the planned investment in 2023 is 400 million yuan. After the project is completed, it will form an annual production capacity of 40,000 tons of high-purity quartz products and semiconductor silicon-based new materials.

Chinese part manufacturer wanting to do an IPO, smaller than Fortune Precision but with very hefty clients.



Pioneer Jingke

Jiangsu Pioneer Precision Technology Co., Ltd. is an expert in precision manufacturing of key components in the subdivision of domestic semiconductor etching and thin film deposition equipment.
Especially in the field of etching equipment, which is internationally recognized as being second only to lithography equipment in terms of technical difficulty.
The company is one of the few suppliers in China that has mass-produced and supplied key components of 7nm and 5nm domestic etching equipment.
Compete directly with international manufacturers.
While focusing on the semiconductor field, the company gives full play to the solid foundation and innovation ability of precision parts technology,
Actively explore and develop new products in photovoltaic, medical and other fields.

Moore Threads appearing at 2023 world digital economy conference

showcasing its mass produced GPUs for the purpose of rending for different industries, including GIS

It has strategic agreement with over 200 partners

Any chinese manufacturers of CMMs (coordinate measuring machines) like the one in this pic? I know ZEISS is a competitor in this space and having any depenency on western machinery is generally a bad idea.

Silicon Carbide supply chain in China.

Sanan is a huge player here from what we know, but CETC, BYD, CRRC and State Grid have full integrated operations for their own demand.

Interesting here

As discussed in this podcast

and links here

Looks like China will be helping Saudi Arabia with building its semiconductor industry

pevade said:

Any chinese manufacturers of CMMs (coordinate measuring machines) like the one in this pic? I know ZEISS is a competitor in this space and having any depenency on western machinery is generally a bad idea.
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I think is ok as long there are Chinese counterparts that can replace them in a short time in the case of a ban, an ideal situation would be a Chinese company for every Western company technologically capable enough and with enough market share in critical areas that could take over in a short time in the case Western Hawks decide to play their geopolitical games.

tokenanalyst said:

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I think is ok as long there are Chinese counterparts that can replace them in a short time in the case of a ban, an ideal situation would be a Chinese company for every Western company technologically capable enough and with enough market share in critical areas that could take over in a short time in the case Western Hawks decide to play their geopolitical games.

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Given their governments intend to be an existential threat, it would be better not to give their companies any revenue at all...