Chinese semiconductor industry

Just as HBM，PCIE Switch chip is one of those peripheral chips which needed in large quantity in AI servers. At the moment not much domestic ones available at high end market，and Broadcom's chip has been pushed to a very high price due to high demand，just like Nvidia chip


This Broadcom chip has risen to 140,000


AI 赛道人满为患，眼看AI服务器里最烧钱的GPU都齐了，但竟然会因为“缺芯”，导致无法出货。

“海外找了一千片，还没凑齐，太难了。”“我们找供应商采购AI服务器，就因为主板缺了博通的PCle Switch 4.0芯片，没法安排出货，现在他们正在到处找。”

以博通SS26为代表的PCle Switch芯片，最近需求异常多，不仅现货少，报价还从5500美元飙到20000美元！也难怪AI服务器会涨价，一入AI深似海，原来不止是GPU价格在涨……

全球PCleSwitch三大供应商，博通、微芯、祥硕科技三家，共占有全球约58%的份额。据博通官网介绍，博通是PCI Express交换领域的领导者，出货量超过10亿个，公司正通过行业领先的交换机系列以及新的重定时器解决方案推动数据中心连接的发展。

The AI track is overcrowded. Seeing that the most expensive GPUs in the AI server are all available, but because of "core shortage", it cannot be shipped.

"I found a thousand pieces overseas, but I haven't got them all together. It's too difficult." "We looked for suppliers to purchase AI servers, because the motherboard lacked Broadcom's PCle Switch 4.0 chips, and we couldn't arrange shipments. Now they are looking for AI servers everywhere. .”

The PCle Switch chip represented by Broadcom SS26 has been in great demand recently, not only the spot is scarce, but the quotation has also soared from US$5,500 to US$20,000! It's no wonder that the price of AI servers will increase. Once you enter AI, it's not just the price of GPUs that is rising...

The world's three major suppliers of PCleSwitch, Broadcom, Microchip, and Xiangshuo Technology, together account for about 58% of the world's share. According to Broadcom's official website, Broadcom is a leader in the field of PCI Express switching, with shipments exceeding 1 billion. The company is promoting the development of data center connections through industry-leading switch series and new retimer solutions.

Embark on the "core" journey! The road to localization of SAIC-GM-Wuling chips has reached a new milestone!​

A few days ago, the company and Dianke Chip conducted a technical program exchange review meeting before chip tapeout for the key controller chip jointly developed by the two parties. Wang Sheng, deputy general manager of DTC Chip Group, Wang Yuxin, chief expert of CETC, Huang Xiaozong, R&D director of DTC chip automotive chips, Wei Min, director of control and software, Ge Junliang, manager of chip technology department, and relevant R&D personnel attended the review meeting.

This review meeting mainly focused on the functional requirements definition, detailed design plan, circuit layout design, controller development plan, and team standard preparation of the jointly developed key controller chip.
Adhering to the principle of "scenario-defining products", the two parties exchanged opinions on issues such as chip specific functional module design requirements, control strategy definition, functional parameter requirements, circuit board design schemes and simulations, and jointly developed chip design schemes based on user usage scenarios. It has been optimized to make the chip design more suitable for the specific usage requirements of the vehicle usage scenarios and parts. In the end, after heated discussions, the two parties reached a consensus and successfully concluded the tape-out review meeting.
Figure | The two sides discussed the topic of the meeting

The meeting showed that while the company is conducting independent research and development of key controllers, it is also gradually exploring the field of chip application technology. The finalization of the first key controller chip development plan this time is a major achievement of the company on the road to localization of chips. Not only that, this review meeting also laid the foundation for the company's subsequent chip development work, which is another milestone in the company's chip road after signing a strategic cooperation agreement with Dianke Chip.

tphuang said:

View attachment 117571
Loongson from 1st half of the year. revenue down YoY in H1, but up in Q2 (Q1 was really poor). Compared to 2021, revenue down quite a bit

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other interesting thing is just how much they threw at R&D in 1st half. 268m RMB (when revenue was only 307m RMB). it's up 65.57%. So they are really devoting all their resources on R&D to complete development of 5000 & 6000 series + LoongArch ISA and support system


I really hope for hte best for them, because they've done a lot and have suffered a lot due to development of their own ISA that is entirely sanction free

Click to expand...

another on this

confirms my calculation that they are spending almost 87% of revenue on R&D. Crazily high %

They've really done quite a lot

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Zhicheng Semiconductor: VMAX electroplating equipment in the field of advanced packaging was successfully delivered to users​

Recently, Suzhou Zhicheng Semiconductor Equipment Technology Co., Ltd. (referred to as "Zhicheng Semiconductor" ) independently developed VMAX electroplating equipment in the field of advanced packaging, which was successfully delivered to important domestic customers.
VMAX electroplating equipment is mainly for the electroplating process required by advanced packaging such as Pillar , Bump , RDL, TSV,etc., and is compatible with 8/12 inches.

Jihua Lab's world's first rare earth oxide TFT-driven AM-LED splicing display was unveiled at the 2023 International Display Technology Conference

The new LED display technology research team of Jihua Laboratory brought a rare earth oxide TFT-driven splicable AM Mini-LED full-color display prototype to the 2023 China International Display Technology Conference (ICDT China 2023), and was nominated for the Innovative Display Award. , Tianma and other leading manufacturers in the display industry jointly compete for the International Society for Information Display (SID) China Display Industry Award.


△ Rare Earth Oxide TFT Driver Can Splice AM Mini-LED Full Color Display Prototype
ICDT is the only independent brand international display technology conference held by SID outside the United States, and it is an important conference for the release and exchange of domestic display results. The conference was grandly held at Nanjing International Exhibition Center from March 31 to April 3, attracting over 100 representatives from 42 display industry leaders including BOE, Tianma Microelectronics, CSOT, Chipone North, Huada Jiutian, etc. A number of products were exhibited.

Wanye Enterprise's financial report for the first half of 2023 saw a double increase in revenue and profit​

Desktop network storage ushers in a new wave! Jiahe Jinwei and Loongson first launched the U-Long localized desktop network storage all-in-one solution​

Nanjing Longzhong Chuangxin Electronic Technology Co., Ltd. (hereinafter referred to as "Longzhong Chuangxin") and Loongson Zhongke (Wuhan) Technology Co., Ltd. (hereinafter referred to as " Godson"), together with a number of ecological partners including POWEV, released the Dragon-based domestically-produced all-solid-state desktop storage all-in-one machine and its private cloud network disk and NAS solutions. This product is mainly aimed at individuals, families, groups and small and micro enterprises. It has the characteristics of high domestic production rate, all-solid-state storage, data security reinforcement, rich software functions, beautiful interface, strong collaborative office ability, and provides a variety of remote access services. It is the first to provide The desktop network storage solution with high domestic production rate has been launched, and a new wave of domestic production in the desktop network storage industry has been opened. As the largest memory module manufacturer in China, POWEV has the entire industrial chain and integrated production capacity. It is one of the storage suppliers for this independent and controllable localized desktop network storage solution. It provides information and data security for network storage.

Xinhua Semiconductor's 1,500-ton silicon-based electronic special gas project kick-off ceremony was grandly held.​

the groundbreaking ceremony for Xinhua Semiconductor’s 1,500-ton silicon-based electronic special gas project was grandly held. Tian Xin, general manager of the company, and heads of various departments attended the event.



From silicon wafer manufacturing, lithography, deposition to etching, ion implantation, almost every link is inseparable from the presence of electronic special gas. Electronic specialty gas is known as the "blood" of the electronics industry, and is a key raw material for electronic information industries such as semiconductors, microelectronics, and integrated circuits. Xinhua Semiconductor relies on its own closed-loop complete set of electronic-grade polysilicon production technology to produce electronic-grade polysilicon while obtaining trichlorosilicon, which is filtered by a special gas filling station to obtain high-purity electronic-grade trichlorosilicon, which greatly reduces production costs. cost. At the same time, Xinhua Semiconductor has rich experience in R&D, production and quality control of high-purity materials, which greatly shortens the R&D and manufacturing engineering construction cycle of new silicon-based electronic special gas products, and accelerates the strategic layout in the field of semiconductor materials.



The project covers an area of about 500 square meters. System commissioning and installation will be carried out in November 2023, and trial production will be completed by the end of December. After the completion of the project, the utilization rate of raw materials will be further improved, which is of great significance to promoting the process of localization of electronic special gas and reducing dependence on imports. In the future, Xinhua Semiconductor will focus on the development and research of high-end gases, build a large-scale industrial cluster, and strive to become a leader in the high-purity silicon-based electronic special gas business.

Jinghe developed 40nm OLED control chip technology

According to the company's 2023 semi-annual report, the company has engaged in OLED chip processes including 28nm, 40nm, and 55nm processes. A total of 1.302173 billion yuan has been invested in 40nm OLED chip technology platform development and research, and a total of 67.33 million yuan has been invested in technology platform development and research 55nm OLED screen driver chip technology.