Chinese semiconductor industry

european_guy said:

Official ASML Statutory Interim Report 2023

Please, Log in or Register to view URLs content!

For some reason in the official ASML statement still only the DUVi NXT:2000i or better machines are mentioned as object of the ban.....interesting.... For reference, these are the machines able to go down to 7nm nodes....the 28nm machines seem not affected by the ban...we will see (I have doubts).


View attachment 116159

Click to expand...

well, the Dutch ban is only for 2000i or better. When America issues its ban, I would presume it's for any American components, so they would need to find ways to de-americanize

I'm sure all the chinese politicians meeting with ASML is trying to accomplish something along that line

Yisiwei Technology Group signed a contract with Wuhan City for cooperation projects​

According to the "China Optics Valley" public account, on July 20, Yiswei Technology Group signed a cooperation project with Wuhan City and Wuhan East Lake New Technology Development Zone.
Wang Zhonglin, Deputy Secretary of the Hubei Provincial Party Committee and Governor of Hubei Province, said that the establishment of the ESWELL series of projects in Optics Valley is of great significance for promoting the extension and strengthening of the integrated circuit industry in our province, and improving the resilience and security level of the industrial chain and supply chain.
According to the data, ESW Technology Group is an enterprise group focusing on the integrated circuit industry and its ecological chain construction. Its core business covers three major areas: chips and solutions, silicon materials, and ecological chain incubation. Its subsidiary Yisiwei Material Technology Co., Ltd. focuses on the R&D and manufacturing of semiconductor-grade 12-inch silicon single crystal polished wafers and epitaxial wafers. It is one of the few domestic semiconductor material companies that can produce 12-inch large silicon wafers. Yisiwei Computing Technology Co., Ltd. is a new generation of computing architecture chip and solution provider with RISC-V as the core. It is committed to the R&D innovation, large-scale application and ecological construction of RISC-V architecture chips.

couple of more things on gallium

CSIS out with report on importance & national security threat around it

Defense applications are

Please, Log in or Register to view URLs content!

to account for roughly half of this increase, underscoring gallium’s strategic value to U.S. and allied military modernization efforts. A top executive at Raytheon, a leading producer of GaN radar systems,

Please, Log in or Register to view URLs content!

in 2023 that “GaN is foundational to nearly all the cutting-edge defense technology that we produce.”

Click to expand...

Given this is what Raytheon is saying, using national security ground to ban its export is pretty reasonable

I've found that Suzhou Nawei (苏州纳维) is the top producer in the world for 2-inch GaN substrate. Now consider that GaN substrate typically aren't used for RF chips, I think this is more for power applications. But still, they'd want to dominate this more. Not sure if they will allow its export or only have it provide local firms Either way, will need to see if they can grow this to 4/6-inch more consistently

Says here they produce 50k wafers per year of GaN. Still some work to mass produce 4/6 inch substrate

GaN Industrial chain in China

英诺赛科已在激光雷达、数据中心、5G通讯、高密度高效快速充电、无线充电、车载充电器、LED 灯照明驱动等方面发布产品方案，并与国内多家应用头部企业开展深度合作，实现量产。英诺赛科作为技术全球领先的第三代半导体公司，在8英寸硅基氮化镓核心技术和关键工艺领域已实现重大突破，建立了高功率密度、高效率、高增益、低成本的硅基氮化镓量产平台，实现了中国第三代半导体零的突破。

Click to expand...

Innoscience chips already used in Lidar, data center, 5G communication, high density fast chargers, wireless chargers, car charger, LED light.

more from innoscience. It's got sme new products to show. I mean of all the companies, you have to be the most bullish for Innoscience future. It already has an advantage over the market. If they can trip up all its competitors, then it can become utterly dominant here

今年第一季度，英诺赛科的GaN芯片出货量突破了5000万颗，销售额达1.5亿，是去年同期的4倍。同时，依靠8英寸硅基GaN IDM全产业链的优势，英诺赛科40V/100V/150V低压平台也实现全面升级， 40V双向导通产品、100V半桥驱动合封产品等多系列产品相继发布。

Click to expand...

Just in Q1, it shipped 50 million GaN chips w/ 150m RMB in revenue, 4x last year (on the flip side, see how this is still not that much compared to the revenue Guobo makes from its military orders & RF chips?. I find this revenue number a little suspicious. seems on the low side)
Looks like there are more players now, but Innoscience had 16% market share last year in power GaN chips. If it's increasing by 4x in revenue YoY for Q1, then it should really be gaining market share this year

前三大厂商PI、纳微半导体、英诺赛科占据的市场份额超过全球的一半，国产厂商英诺赛科强势攻进全球前三。此前英诺赛科公开披露的数据，称其目前氮化镓芯片出货已突破1.7亿颗。而排名第二的纳微半导体，在今年三月份给出的数据是，“出货超7500万颗

Please, Log in or Register to view URLs content!

氮化镓功率器件”。在英诺赛科的疯狂出货下，2023年全球GaN功率半导体市场份额排名或再生异动。

3月，英诺赛科又推出了高性价比120W氮化镓新品方案，采用TO252/TO220封装，效率高达94.6%。同月，基于氮化镓40V平台和迭代和升级，英诺赛科又发布了两款新品INN040W080A、INN040W120A，进一步完善了VGaN家族产品。4月，英诺赛科推出300W适配器方案，体积减少30%，功率密度提高8W/in^3。在上半年，英诺赛科推出了至少10款氮化镓芯片新品。

这些新品的应用信息显示，英诺赛科正在从

Please, Log in or Register to view URLs content!

领域，向汽车、数据中心、工业与新能源等领域市场大力拓展。在新品的加持下，英诺赛科在一季度也取得了非常好的业绩增长。英诺赛科高级销售总监孙伟表示，2023年第一季度公司氮化镓芯片出货量就突破了5000万颗，销售额达1.5亿，是去年同期的4倍。

Click to expand...

The total investment is 100 million! Added 1 GaN project​

Recently, Nanning, Guangxi has seized the opportunity to sign a new gallium nitride project with a total investment of 100 million yuan .

In addition, "Experts say three and a half generations" also took stock of the progress of 8 recent domestic and foreign gallium nitride project construction cooperation, please read below for details.

According to news from the official website of the Guangxi Development and Reform Commission on June 12, the newly introduced third-generation gallium nitride semiconductor product production and other projects in Nanning City have signed contracts and landed. In the future, investment promotion conferences will be held around industries such as new energy vehicles and parts.

According to "experts say three and a half generations", the construction unit of the project is Guangxi Yunxin Semiconductor Technology Co., Ltd. On April 24, Guangxi Yunxin Semiconductor announced the EIA report on the construction of gallium nitride production project .

According to the report, the main content of the project is to build a third-generation gallium nitride semiconductor product production base and produce third-generation gallium nitride semiconductor products, with a total investment of 100 million yuan .

Guangxi Yunxin Semiconductor is a subsidiary of Dongguan Yunxin Semiconductor Technology Co., Ltd., established in March 2023; Dongguan Yunxin Semiconductor was established in March 2022.

As early as February this year, Nanning High-tech Zone held a centralized signing ceremony for investment promotion projects in the first quarter of 2023. Three projects, including the construction of a gallium nitride production base by Dongguan Yunxin Semiconductor, were signed and settled in Nanning High-tech Zone. Dongguan Yunxin Semiconductor plans to rent a standard factory building in Nanning High-tech Zone to build a third-generation gallium nitride semiconductor product production base to produce third-generation gallium nitride semiconductor products.

Zhongwei Company (AMEC): The market share in the etching field continues to increase and the performance grows steadily​

　　The company released a performance forecast. Thanks to the continuous increase in the market share of key customers of etching equipment and the rapid growth of MOCVD equipment revenue, the company's revenue increased by nearly 30% in 1H23, and its net profit increased by 13%-23% after deducting non-existing expenses. Among them, the scale and growth rate of the company's revenue and net profit after deducting non-existing expenses in 2Q23 are basically the same as those in 1Q23.

　　Looking ahead, the process of localization of semiconductor equipment continues to accelerate. As a leading company in domestic semiconductor equipment, the company has a leading domestic technology reserve for high-end etching equipment and will benefit from the promotion of domestic substitution for a long time. From the perspective of valuation, the company's 2024 PS is expected to be about 11 times, and we maintain our buy recommendation.

　　Steady growth in 1H23 performance: The company released a performance forecast. Thanks to the continuous increase in the market share of key customers of etching equipment and the rapid growth of MOCVD equipment revenue, the company achieved revenue of 2.53 billion yuan in 1H23, a year-on-year increase of about 28.1%. Among them, the revenue of etching equipment increased by about 32.5% to 1.72 billion yuan, and the revenue of MOCVD equipment increased by about 24.1% to 300 million yuan. Spare parts and service revenue increased by about 17.1%, reaching 500 million yuan. In 1H23, the company realized a profit of RMB 0.98 billion to RMB 1.03 billion, an increase of 110% to 120% year-on-year. It benefited from the increase in revenue and gross profit and the sale of part of the company's shares in Tuojing Technology in the first half of 2023 (net income after tax was about RMB 400 million). Net profit after deducting non-existing expenses was RMB 500 million to RMB 540 million, a year-on-year increase of 13.45% to 22.53%. On the whole, the company's revenue and net profit performance after deducting non-profits are in line with expectations. In terms of quarters, in 2Q23, the company achieved revenue of 1.3 billion yuan, a year-on-year increase of 27.5%; realized net profit of 710-760 million yuan, a year-on-year increase of 101%-115%; realized net profit after deducting non-existing expenses of 270-310 million yuan, a year-on-year increase of 7%-22.8%.

european_guy said:

View attachment 116159

Click to expand...

There is a huge rise in tool sales to the United States and Taiwan. Like double the sales amount. The sales increases to South Korea and China are a lot more muted. As for the huge gap in sales between China and Taiwan and South Korea, I assume that is due to them buying higher priced EUV tools which China cannot purchase. This might also explain the rise in the amount of sales to the US, which previously did not use any EUV tools in production and now has several projects with it.

gelgoog said:

There is a huge rise in tool sales to the United States and Taiwan. Like double the sales amount. The sales increases to South Korea and China are a lot more muted. As for the huge gap in sales between China and Taiwan and South Korea, I assume that is due to them buying higher priced EUV tools which China cannot purchase. This might also explain the rise in the amount of sales to the US, which previously did not use any EUV tools in production and now has several projects with it.

Click to expand...

Those were pre orders for TSMC and Intel expansion from the last 2 years, let's see if there are any cancellation as weak demand was projected across the board.

Recent high resolution satellite photos of the YMTC fabs are now available from ACME Mapper.



You can check these out yourself at even higher resolution at the link below:

This shows Fab 2 in the middle is basically complete as we suspected. I have also looked at even more recent lower resolution Sentinel-2 satellite photos. In those the office buildings north of Fab 2 have been roofed with a red top similar to the office buildings north of Fab 1.

sunnymaxi said:

Please, Log in or Register to view URLs content!

TSMC delays U.S. chip plant start to 2025 due to labor shortages​

@tphuang sir.

Click to expand...

Told you so. I know they gave a date from the late 2020s to my company, for a chip NXT has been fabbing in Taiwan for a few years.

G

gelgoog said:

Recent high resolution satellite photos of the YMTC fabs are now available from ACME Mapper.

You can check these out yourself at even higher resolution at the link below:

Please, Log in or Register to view URLs content!

This shows Fab 2 in the middle is basically complete as we suspected. I have also looked at even more recent lower resolution Sentinel-2 satellite photos. In those the office buildings north of Fab 2 have been roofed with a red top similar to the office buildings north of Fab 1.

Click to expand...

How hard is it to build the building itself comparing to setting up the machine inside? Is there special construction required for clean room?