Chinese semiconductor industry

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tokenanalyst

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Ceramic components for semiconductor equipment.

SiC coated graphite parts for SiC epitaxial equipment

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MOCVD

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WeiTai Energy Technology Co., Ltd. is a leading supplier of advanced semiconductor ceramics and the only manufacturer in China that can simultaneously provide high-purity silicon carbide ceramic(especially the Recrystallized SiC) and CVD SiC coating. In addition, our company is also committed to ceramic fields such as alumina, aluminum nitride, zirconia, and silicon nitride, etc.

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tphuang

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More SiC news
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BYD investing another 214m RMB in Shenzhen to expand its production of SiC epitaxy wafers from 12000 wafers per year to 18000.
Previously, it had invested 200m on the project. Project had started in Jan/2022. All the equipments have been installed, but production has yet to start.

For this new project, it begun work in June and will complete by Sep. Will take more time for production to start and ramp up
 

tphuang

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Looks like SICC's 6-inch substrate production will increase from 300k/year to 960k/year. Very big jump. It's Lingang location was formed in 2021 with 2.5B RMB investment. It was roofed in March 2022 and started to deliver wafers recently.

It has been able to get many new orders recently. Last July, SICC said it signed first LTA with a customer for 1.393B RMB worth of substrate product from 2023 to 2025
In April, SICC revealed it had LTA with Bosch
And in May on it's first day of delivery, it announced signing supply deal with Infineon. Will supply both 6-inch and 8-inch material.
 

horse

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There is a lot of hysteria and cope from recently from the China haters with regards to the following China related developments mostly in the IC Chips and Semiconductor Industry:

There is a part of all this situation that really gets to me, not that I am upset by it, but just truly bewildered.

The best example, from the past week, was how Huawei researchers developed a weather forecasting model, using AI, with an old Nvadia chip (which means they could have used a Chinese CPU), that was 10000 times faster than the best weather forecasting computer in the world in Europe. They published it in the journal Nature.

This fact alone, it checks all the boxes for the Biden people.
  • ban Hauwei
  • ban AI
  • ban chips
  • ban supercomputers
None of the bans worked. And there are probably four of them in place in this weather model news. We probably could include another factor in the supposed brain drain that was suppose happen from totalitarianism to freedomism (or feminism, heh).

These people just do not seem to understand tech does not work that way.

Suppose there are two students. One was a great computer, able to play the latest and current games. The other student just has a basic computer, no GPU card, just something to do homework.

Just because the student has the better computer, does not mean they will solve the math theorem or be able to write computer code without bugs. It is what upstairs that still counts.

Huawei producing what is now the world's best weather forecasting model, and by a longshot, is surprising. Not surprising that they did not have the state of the art equipment, it is surprising how advanced their research is into AI. Trying to figure out the weather is almost like frontier science.

Very little reporting about it in the Western media.

Whatever Biden wanted to achieve in this tech war, that single piece of news, published in a peer review journal Nature, more or less blows it all up.
 

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First fast charger using domestic GaN chip was launched in April

Talked here about ROCK working with Innoscience to create 65W fast charger that's compact and more charging points than Apples 61W charger. It will also work with Innoscience to develop 100W & 120W fast chargers. sounds like all this use 650V chip

10+ companies have worked with Innoscience to develop fast charging product.

this expects to be a very fast growing field. replacing Si chargers with GaN chargers
 

99PLAAFBalloons

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To the expert, why not develop the 18 inch? There are NO western equivalent and if successful develop together with SSMB we may see China leap frog the opposition.
Just an observer rather than someone in the industry but from what I remember, the ingots for 450mm wafers are monstrous and the wafer itself has to be thicker to support its own weight so between the added time/financial cost of growing the ingots and the fewer number of wafers per ingot, a lot of the theoretical unit cost benefits get eaten up from a holistic POV

At the end of the day the Chinese semiconductor industry has plenty of technologies to work on developing, trying to develop a 450mm eco-system likely isn't worth the resources and effort for now
 
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