Chinese semiconductor industry

Domestic manufacturer Suzhou Kemei announced the launch of the highly anticipated second-generation national-made SODIMM memory sticks. While realizing national production, it also realized anti-sulfurization and 30-mile gold-finger gold-plated, filling the domestic gap and providing industrial-grade computers, System applications such as Xinchuang bring highly reliable import substitution products. Let the editor take everyone together to deeply explore the features of this breakthrough product and reveal the innovation of this series of memory modules.


It is understood that Kemei’s second-generation industrial-grade nationally produced wide-temperature DDR4 SODIMM memory module conforms to the JEDEC standard design, is equipped with high-quality Changxin A die chip, the frequency is 2666, and the optional capacity is 8GB and 16GB. After the strict performance and reliability test of Kemei, it can work stably in the temperature range of normal temperature (0℃~+70℃) and wide temperature (-40℃~+85℃)

Looks like Chinese imports of ASML lithography machines really ramped up in June/July. From Jan to July, they already imported $2.58B, which is greater than all of 2022

More specifically, they imported $874m in June & $626m in July. Average cost per machine went up to about $40m per machine vs $20m or less in 2021 & 2022

They got 1 more month before the export restrictions hit. Let's see how much stocking up they can do, but I presume someone like SMIC would want to be delivered all the DUVi it needs for a while.

tphuang said:

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Looks like Chinese imports of ASML lithography machines really ramped up in June/July. From Jan to July, they already imported $2.58B, which is greater than all of 2022

More specifically, they imported $874m in June & $626m in July. Average cost per machine went up to about $40m per machine vs $20m or less in 2021 & 2022

They got 1 more month before the export restrictions hit. Let's see how much stocking up they can do, but I presume someone like SMIC would want to be delivered all the DUVi it needs for a while.

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And how many of those machines ordered will actually reach China as there is now new laws in place that restrict exports of lithography machines.

another great article here
Taiwanese fabless are turning to mainland foundries for driver chip fabbing

大陆OLED产业高速成长将给驱动芯片带来巨大的市场机遇，促进了集创北方、奕斯伟、新相微、吉迪思、昇显微、海思、云英谷、芯颖科技、韦尔等一大批OLED驱动芯片厂商的发展。分析人士指出，LCD驱动芯片市场不同，台湾OLED驱动芯片设计厂商不具备先发优势，两岸厂商的差距相对较小，大陆厂商有望伴随着OLED产业的发展而不断成长，并在技术方面有机会进一步追平台湾厂商。例如，海思已经在尝试突破28nm OLED驱动芯片技术瓶颈。

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says here that Taiwanese OLED driver chip design house don't have advantage. Hisilicon already broke 28nm bottleneck.

不只芯片设计厂商，大陆晶圆代工厂也在加快布局OLED驱动芯片代工工艺和产能。供应链消息人士透露，大陆晶圆代工厂高度重视OLED驱动芯片代工业务，正在持续扩大40nm、28nm HV工艺产能，预计华力、中芯国际28nm HV工艺今年量产。此外，晶合表示也在积极布局OLED驱动芯片工艺，计划投入约13亿元用于40nm OLED芯片工艺平台开发研究，投入总计6733万元用于55nmOLED显示驱动芯片技术平台开发研究，也在28nm HV制程布局了技术开发计划。

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Mainland fabs expanding 28/40nm HV capacity. HLMC/SMIC both mass producing 28nm this yr
Nexchip also looking to get into 40 OLED + 28nm HV market

而且大陆晶圆代工厂更加靠近OLED厂商，具有本土化优势。加之目前OLED面板行业的价格战也让台湾芯片设计厂商承受更大的降本压力。为了更好地抓住大陆OLED驱动芯片市场机遇，台湾OLED驱动芯片设计厂商也在积极与大陆晶圆代工厂洽谈合作，未来有可能将更多的OLED驱动芯片订单转至大陆晶圆代工厂。

总之，大陆是全球最大的显示产业生产基地，是驱动芯片设计厂商生存与发展的沃土。随着大陆HV工艺晶圆代工能力的持续提高，缩小与台湾晶圆代工厂的差距，全球的驱动芯片设计厂商将涌入大陆市场，将更多的订单转至大陆晶圆代工厂，助推大陆驱动芯片产业快速崛起。

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UMC has big order on hand for 28nm OLED/HV production from apple/Samsung

But mainland fabs closer to OLED factory. To grab that market, Taiwanese fabless actively in discussion with mainland fabs to move their business there

Franklin said:

And how many of those machines ordered will actually reach China as there is now new laws in place that restrict exports of lithography machines.

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the orders were from a while back. Sales are from actual deliveries

SICC signed long term agreement with a customer for 805m RMB for SiC wafers to be delivered from 2024 to 2026. This is quite possibly from Infineon. They already have agreement from Bosch for 1.4B RMB

SMIC came out with half year report. I'm going to have to read it later, but some summary here

2023 年上半年，4X纳米NOR Flash 工艺平台项目、55纳米高压显示驱动汽车工艺平台项目、0.13微米 EEPROM汽车电子平台研发项目和 0.18微米图像传感器环境光近场光光感项目已完成研发，进入小批量试产。

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So development for 40nm NOR flash, 55nm HV auto DDIC, 0.13 micron EEPROM auto electronics platform, 0.18 micron CMOS/ambient light near field perception have all completed and started low rate production.

looks like they still got work to do to further improve their HV auto DDIC & other chips and get them to 28/40nm node.

huemens said:

They can fab Chinese chips to any nm unless it is for a sanctioned company like Huawei. In Biren's case the restriction was not about the fab node. It was a restriction on chip interconnect speed for AI chips. So they reduced the interconnect speed, same as Nvidia. There is of course, the high probability that any Chinese fabless company that tries to use TSMC's most advanced node getting magically included into the Entity list at some point.

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I think the rule is FDPR for TSMC fabbing

As China deepens semiconductor self-sufficiency, including chip manufacturing equipment and key components, Yin Zhiyao said that by the end of this year, 80% of the restricted import components of China Micro Semiconductor can be replaced domestically, and then 100% will be achieved in the second half of next year substitute.

"We have a detailed roadmap for the localization of key components." Yin Zhiyao added at the meeting that the use of domestic components for equipment can further open up the Chinese market of China Microelectronics.

Nuoyi Precision showcase ceramic parts for semiconductor equipment at CSEAC.

Dongguan Nuoyi Precision Ceramics Technology Co., Ltd. ( Nuoyi Fine Ceramics ) was established in 2017 and has been recognized as a national high-tech enterprise and a heavy-duty enterprise in Guangdong Province. Focusing on the R&D and manufacturing, professional testing, sales and service of advanced ceramic materials and parts and related products, the company's main products involve various industries such as semiconductors, biomedicine, fluid control, energy industry, electronic communications, and precision machinery. A technology-based enterprise that provides advanced ceramic products and solutions.

Nuoyi Ceramics independently completes the entire ceramic production process from powder molding, material sintering, precision machining, testing and inspection, to cleaning and shipping. Starting with high-quality material properties, using first-class processing equipment, professional testing equipment, and exerting strong engineering research and development capabilities, we finally produce outstanding quality that is well-known in the industry, and provide customers with a full range of high-quality services.

The company is committed to serving domestic pan-semiconductor and biomedical companies, providing pan-semiconductor companies with components and subsystems that meet technical indicators, such as liquid crystal injection pumps for screen display companies, various ceramic components and ceramics in IC production equipment, and in biological Ceramic needles for minimally invasive ablation in medical treatment, and ceramic plunger pumps for kidney dialysis equipment. Blood circulation pumps for heart surgery, PDI canned pumps for canning medicines, food, and cosmetics for fluid control.

Integrity builds a win-win situation, and excellence builds sustainability. Nuoyi adheres to the corporate vision of sustainable management and creating a better tomorrow. Continuous innovation and continuous investment. Passionately build itself into a well-known enterprise integrating R&D, manufacturing and sales, and contribute to the progress and health of the industry. make due contributions to development.