Chinese semiconductor industry

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european_guy

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funny that they are sounding the alarm now. Jinhua has been known for a while. 1st time I've heard about Qingdao Si'en.

It is interesting that SIA started this. This is quite surprising because SIA (Semiconductor Industry Association) has been among the more moderate voices in US in this tech war. It even (belatedly) criticized last year October big ban.

Not clear why they rise this thing...there are many powerful US companies that make billions of $ out of China in SIA, so rising the tension apparently would not seem a great idea for them.
 

latenlazy

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It is interesting that SIA started this. This is quite surprising because SIA (Semiconductor Industry Association) has been among the more moderate voices in US in this tech war. It even (belatedly) criticized last year October big ban.

Not clear why they rise this thing...there are many powerful US companies that make billions of $ out of China in SIA, so rising the tension apparently would not seem a great idea for them.
To demonstrate the point that Chinese companies will find ways around the bans so all they do is lose them their business, and to try to nip a potential rival in the bud before they can make their comeback into the China market.
 

tphuang

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It is interesting that SIA started this. This is quite surprising because SIA (Semiconductor Industry Association) has been among the more moderate voices in US in this tech war. It even (belatedly) criticized last year October big ban.

Not clear why they rise this thing...there are many powerful US companies that make billions of $ out of China in SIA, so rising the tension apparently would not seem a great idea for them.
I think Huawei is a lost cause to them. This just shows even Qualcomm is not expecting any revenue from Huawei anymore
 

tokenanalyst

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Jiangsu Yixing Zhonghuan, CRRC and other projects ushered in new progress, involving large silicon wafers, power devices, etc.​


Central leading large-diameter silicon wafer project for integrated circuits

The first phase of the large-diameter silicon wafer project for leading integrated circuits in Zhonghuan with a total investment of 3 billion U.S. dollars has been put into production, and the second phase has been partially put into production. After all of them reach production capacity, an annual production capacity of 9 million 8-inch silicon wafers and 4.2 million 12-inch silicon wafers will be formed. . According to incomplete statistics, the "Central Ring System" has invested about 50 billion yuan in Yixing City.

Phase I of CRRC's medium and low voltage power device industrialization project

The first phase of CRRC's medium and low-voltage power device industrialization project, which started construction in March this year with a total investment of 5.9 billion yuan, is currently accelerating construction. It is planned to cap the main project within this year and is expected to be put into production by the end of 2024. The products of this project are mainly used in the field of new energy vehicles. After reaching the production capacity, the annual production capacity of 360,000 pieces of medium and low voltage component substrates can be added to meet the annual demand of 3 million new energy vehicles or 300GW new energy power generation installed capacity.

Wuxi Hairong Electronics Super Ceramic Capacitor and Smart Sensor Manufacturing Project

With a total investment of 10.3 billion yuan, the factory building of Wuxi Hairong Electronics' super ceramic capacitor and smart sensor manufacturing project has been capped, and the first phase is expected to be completed and put into production within this year . In April last year, the commencement ceremony of Wuxi Hairong Electronics' super ceramic capacitor and smart sensor manufacturing project was held in Yixing, Wuxi. After the project is completed and put into production, it will produce 400 billion high-voltage high-capacity multilayer chip capacitors, 2 million nitrogen and oxygen sensors, and 100 million automotive sensors annually.

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tphuang

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中国电信AI算力服务器(2023-2024年)集中采购项目开启,国产化服务器规模占比约47.35%。 ②鸿博股份年内涨幅超581%,旗下英博数科最新称9月可落成3000P以上智算中心;中兴通讯算力板块是其今年发展重点;浪潮信息展示目前业界最领先的智算中心。

China Telecom added 1.8 EFLOPS in first half of the year, now have 4.7EFLOPS total computation. It has also unveiled TeleChat LLM
中国电信持续优化“2+4+31+X+O”算力布局,上半年智算新增1.8EFLOPS,达4.7EFLOPS,增幅62%。7月初,中国电信还首发TeleChat大模型
China Telecom in its procurement bids purchased 47.35% Kunpeng CPUs and remaining are intel. Looks like HW chips continue to do well
中国电信此次集采中,I系列服务器CPU采用Intel至强可扩展处理器,规模为2198台;G系列服务器CPU采用鲲鹏处理器,规模为1977台。换言之,此次国产化服务器规模占比约47.35%。
 
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