Chinese semiconductor industry

Dongfeng Motor's fund takes a stake in semiconductor power device developer Pingjie

Shanghai Securities News China Securities Network News (Reporter Qiu Dekun) On August 2, the reporter inquired about Tianyancha and found that recently, PIE Semiconductor (Hangzhou) Co., Ltd. (hereinafter referred to as "PIE") has undergone industrial and commercial changes, and the new shareholder is Dongfeng. Automobile's Xinzhifeng (Wuhan) Equity Investment Fund Partnership (Limited Partnership).

Founded in September 2018, PIE is mainly engaged in power device products such as silicon carbide MOSFET, silicon carbide SBD and gallium nitride HEMT, and can provide stable and reliable automotive grade silicon carbide power device products. According to Wisdom Buds, Ping Enjie has recently focused on silicon carbide, silicon carbide substrates, epitaxial layers, conductivity types, implantation regions and other technical fields, and has published 75 patent applications, accounting for 46.67% of invention patents.

HighGround said:

The only thing Intel consistently produced in the last 5 years is delays.

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Actually, Intel is now simply calling it's 10nm process Intel 7. Thus, they are saying they have a 7nm process without actually having one and claiming they met their goals. Just like how AT&T 5G is actually 4G. Classic America, can't compete, just make shit up.

a good article here summarizing the current SiC supply chain in China and their usage.

keep in mind that there were sanctions in the past for semi-insulating SiC substrate due to its potential in defense industry. As such, it's very important to have domestic supply chain

I heard that Gree is going to set up a chip fab and asked Google's AI Bard about it and pasted and quoted the answer below. Is it correct to assume that this fab going to be based on Chinese developed equipment?

Gree Electric Appliances, a Chinese home appliance manufacturer, announced in 2018 that it would invest 50 billion yuan ($7.3 billion) over three years to develop chips. The company has already set up a chip design subsidiary, Zhuhai Lingbianjie, and is reportedly planning to build a chip fab in Zhuhai, Guangdong Province.
The exact details of Gree's chip fab plans are still not clear, but the company has said that it is targeting the development of high-end chips for use in its own products, as well as for sale to other companies. Gree is also reportedly considering setting up a joint venture with a foreign chipmaker.
The establishment of a chip fab by Gree is a significant move, as it would make the company one of the few Chinese home appliance manufacturers to have its own chipmaking capabilities. This would give Gree more control over its supply chain and help it to reduce its reliance on foreign chipmakers.
The timing of Gree's chip fab plans is also interesting, as it comes at a time when the global chip shortage is causing widespread disruption to the electronics industry. Gree's move could help to alleviate some of the supply constraints and ensure that the company has a secure source of chips for its products.
It remains to be seen how successful Gree will be in its chip fab ambitions. However, the company's plans are a sign of the growing importance of semiconductors in the home appliance industry. As more and more home appliances become connected and intelligent, the demand for chips is only going to increase. Gree is positioning itself to be a major player in this growing market.

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Yes Gree is setting up its own SiC production line. Crazy huh?

Gree to invest 5.5B RMB to build its own SiC production line & packaging/testing line To produce 240k 6-inch SiC wpy & production will start in 2024/09 Will supply NEVs, PVs, ESSs, super chargers, ACs & industrial product

Very interesting to see even electric giants get into SiC production. Just shows the concerns about being cut off from foreign supplies

Shengmei Shanghai's (ACM Research Shanghai) net profit in the first half of the year was 439 million yuan, a year-on-year increase of 85.74%​

on August 4, Shengmei Shanghai released the 2023 semi-annual report stating that the company achieved operating income of 1.610 billion yuan, an increase of 46.94% over the same period last year; the net profit attributable to shareholders of listed companies was 439 million yuan. An increase of 85.74% over the same period of the previous year; the net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 406 million yuan, an increase of 57.88% over the same period of the previous year.
Shengmei Shanghai said that the main reason for the company's revenue growth is that it benefited from the increasing demand for equipment in the domestic semiconductor industry, and sales orders continued to grow; new customer expansion and new market development have achieved certain results; new products have been recognized by customers, and the order volume Steady growth.
The main reason for the company's net profit growth is the company's main business income and gross profit growth. Among them, the operating income of semiconductor cleaning equipment and other semiconductor equipment (electroplating, vertical furnace tubes, stress-free copper throwing equipment, etc.) from January to June 2023 has increased. Greater growth.
At the same time, the company's investment income from January to June 2023 has increased significantly compared with the previous period, mainly because the investment income of associates was 23.296 million yuan, compared with -0.07 million yuan in the same period last year. The amount of non-recurring profit and loss was 33.0256 million yuan, of which the investment income from the sale of SMIC’s strategic allotment stocks held in the current period was 18.8738 million yuan, and the gain from changes in the fair value of Tongfu Microelectronics shares held in the current period was 14.8796 million yuan; The amount of non-recurring profit and loss in the same period was -20.8358 million yuan, mainly due to the gain of -27.7627 million yuan from changes in the fair value of SMIC's strategic placement stocks. Therefore, the net profit attributable to shareholders of listed companies will increase significantly from January to June 2023.

Another ultra-high-purity electronic chemicals manufacturer, Xinlian Electronics, started the journey of listing​

According to news from Jiwei.com, on August 4, the website of the China Securities Regulatory Commission disclosed a report on the initial public offering of shares and listing counseling and filing of Xinlian Electronic Materials Technology Co., Ltd. ("Xinlian Electronics"). On July 31, Xinlian Electronics and China Merchants Securities signed a listing counseling agreement.
According to the disclosure, the controlling shareholder of Xinlian Electronics is Shanghai Jinyu Investment Co., Ltd., with a shareholding ratio of 54.26%.
According to the data, Xinlian Electronic Materials Technology Co., Ltd. was founded in August 2005. The legal representative is Mr. Liu Songjun. , is a chemical product manufacturer integrating R&D, production and sales, specializing in the production of high-purity electronic chemicals and high-end pharmaceutical intermediates.
Xinlian takes high-end products as the entry point and special process products as the breakthrough point, focusing on the R&D and manufacturing of ultra-high-purity electronic chemicals and high-end pharmaceutical intermediates, especially in tetramethylammonium hydroxide (TMAH) and γ-amino Butyric acid (GABA) series products have international advanced production technology, high-quality products, green environmental protection, and are exported to Europe, the United States, Korea, Japan, Taiwan and other regions and countries.
The company has been rated as "Green Factory", "National Key Little Giant", "Specialized, Specialized and New" Enterprise, "Technology-based Small and Medium-sized Enterprise", "High-tech Enterprise", "A-level Industrial Enterprise R&D Institution of Hebei Province", " Hebei Provincial Integrated Circuit Material Technology R&D Center", a key high-tech enterprise, and a key joint unit of the "National 02 Special Project".

Navinfo's Autochip subsidiary has come out with another MCU product. Again, it's always good for domestic companies to enter supply chain of domestic automakers, because they also tend to fab at domestic fabs.

Small litho refurbishment company trying to get into the R&D of lithography equipment and systems.

The domestic lithography machine production base project settled in the airport economic zone.​

It is understood that Hangzhou Xinweiying Semiconductor Co., Ltd. is China's first full-ecological chain platform company with semiconductor yellow lithography technology. With its own semiconductor-level lithography cutting-edge technology as the core, it expands and develops the three major yellow lithography technologies such as coating, development, and testing. In the field of optical core process, it provides customers with customized lithography one-stop turnkey equipment platform services. The company has 35 technical patents, and has outstanding performance in the three major yellow light core process areas of coating, development, and testing.
The establishment of Hangzhou Xinweiying's domestic lithography machine production base project is another fruitful achievement in the investment promotion and project construction of the Airport Economic Zone, and it is also a vivid practice of implementing the comprehensive construction of a world-class air cargo hub. The project has new production technology, broad market prospects and good development momentum, and is highly in line with the development direction of modern industrial clusters in our city. The successful signing of the project will play a good demonstration role and inject new vitality and momentum into the accelerated gathering of the optoelectronic information industry in the airport economic zone.

Fill in the gaps in the country! Chemical vapor deposition silicon carbide production line will be put into operation in Changshan soon.​