Chinese semiconductor industry

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olalavn

olalavn

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On the evening of August 25, SMIC announced its first-half results for the first six months of 2023. Revenue in the first half of the year was US$3.023 billion, a year-on-year decrease of 19.3%,wafer foundry business revenue decreased by 21% year-on-year to US$2.76 billion; net profit attributable to the parent in the first half of the year was US$634 million, a year-on-year decrease of 34.1%; gross profit margin was 20.6%, 19.5 percent drop

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tphuang

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Shenzhen microgate posted half year report. Revenue was 1.4B RMB, down 11% YoY. So not down as much as some competitors.
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From a few days ago
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Looks like its utilization is up vs Last year. Still working on BAW, TF-SAW can't replace it. Not commenting on production rate

I'm waiting for half year report from Maxscend & Vanchip
 
tphuang

tphuang

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Shanghai Sinyang progress
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在集成电路制造用清洗液产品方面，28nm 干法蚀刻后清洗液产品已规模化量产，14nm 技术节点后干法蚀刻后清洗液也已量产并实现销售，公司干法蚀刻后清洗液产品已经实现 14nm 及以上技术节点全覆盖。本报告期干法蚀刻后清洗液产品销售规模不断扩大，广泛应用于逻辑电路、模拟电路、存储器件等晶圆制造客户。其中，铝互连干法蚀刻后清洗液长期受制于国外唯一原材料供应商限制，面对先进制程所需的配套材料亦需国产化的现状，公司自主研发攻关的“卡脖子”的关键原材料项目——非羟胺项目，已开发出满足晶圆制造企业要求的无羟胺干法蚀刻后清洗液产品，并在国内主流晶圆制造客户端通过验证，报告期内该项目产品的清洗能力不断提升
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It's 28nm cleaning liquid fter dry etching liquid is already in mass production.
14nm cleaning liquid after dry etching also in mass production
so full coverage of 14nm & above cleaning liquid after dry etching

在光刻胶及研磨液两大类产品方面，报告期内均取得了长足的进展与突破。其中，光刻胶项目研发进展比较顺利，I 线、KrF 光刻胶产品工艺性能指标不断优化，以满足客户的工艺需求，目前已在超 20 家客户端提供样品进行测试验证，报告期内光刻胶销量持续增加，同时原料开发工作也取得阶段性成果， 原料树脂的合成方案探索、工艺优化、稳定性等方面都取得突破。ArF 浸没式光刻胶的研发进展也比较顺利，已在国内多家晶圆制造企业开展测试验证工作，部分型号产品已取得良好的测试结果及工艺窗口，技术指标与对标产品比较接近。报告期内光刻胶系列产品已实现营业收入超百万元。在研磨液系列产品方面，公司的化学机械研磨液（CMP）已有成熟的 STI Slurry、Poly slurry，W slurry 系列产品在超过 10 余家客户端测试验证。本报告期已有多款产品通过客户测试，实现销售，进入批量化生产阶段
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in photoresists & polishing product.
I-line and krf photoresists have bene tested by over 20 customers and the sales continue to increase
Arfi photoresists developent going well. Multiple foundries going thru validation work and several type of product has achieved excellent test results and performance is close to standard (looks like almost ready)
they've achieved over 1 million in sales in photoresist

In polishing, they've been validated by 10+ customer for STI/Poly/W slurry products. In mass production

公司布局规划的清洗液、刻蚀液、电镀液及添加剂、光刻胶、研磨液等化学品材料产能不断加强完善，其中上海厂区年产能 1.9 万吨扩充目标已建设完成，合肥第二生产基地一期 1.7 万吨预计四季度投产，二期规划 5.3 万吨年产能相关手续正在办理中
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production base continuing to expand. 19kt plant in Shanghai is fully built out. Hefei phase 1 of 17kt is going into production in Q4
a Phase 2 of 53k ton is in application process

this is for photoresist, polishing, etching liquid & cleaning liquid.
 
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tokenanalyst

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HKUST Xunfei Liu Qingfeng: Ren Zhengfei sent three co-chairmen to do special work, Huawei GPU can already benchmark A100​



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According to news from Weibo, the 2023 Yabuli Forum Summer Summit will be held in Shenzhen from August 24th to 27th. Liu Qingfeng, founder and chairman of iFlytek, attended and delivered a speech. Talking about computing power, Liu Qingfeng said that China has no problem with artificial intelligence algorithms, but computing power seems to be held down by Nvidia. "I am very happy to tell you that Huawei's GPU capability is already the same as that of Nvidia A100. Ren Zhengfei attaches great importance to it. The three co-chairmen went to Xunfei to do special work, and now they have achieved the standard Nvidia A100."
Liu Qingfeng said that in the past, the 100-model competition was basically trained by Nvidia, and only minor tuning and training can be done within the company. Training models is relatively difficult. This time we have basically solved this problem.
Liu Qingfeng also said that on August 15 this year, HKUST Xunfei announced that it would cooperate with Huawei to launch Xunfei Xunhuo all-in-one machine. Based on Huawei's Shengteng AI hardware and Shengsi AI open source framework, the Xinghuo all-in-one machine provides large-scale model training and reasoning capabilities, and provides an independent innovation computing base for large-scale model full-process innovation. He pointed out that HKUST Xunfei has set a goal this year. By October 24 this year, HKUST Xunfei will release a general-purpose large model to fully benchmark ChatGPT, and to achieve a comprehensive surpass in Chinese, and English is equivalent to it. "Frankly speaking, we still have a gap with it today, but we know very well that we can catch up in October and benchmark GPT4 in the first half of next year."

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tokenanalyst

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Shanghai Xinyang's net profit in the first half of the year was 86.81 million yuan, a year-on-year increase of 776%​


Shanghai Xinyang released the 2023 semi-annual report stating that during the reporting period, the company achieved operating income of 551 million yuan, an increase of 0.41% over the same period last year; the net profit attributable to shareholders of listed companies was 86.81 million yuan, a year-on-year increase of 776%.

Among them, the company's semiconductor industry achieved operating income of 339 million yuan, a year-on-year increase of 6.27%, and the revenue of key process materials for integrated circuit manufacturing has grown steadily. Among them, the market share of electroplating solution and additive series products for advanced packaging has grown rapidly, and the dry etching cleaning solution product for integrated circuit manufacturing has been successfully certified by the client and has grown rapidly.

The coatings business was adversely affected by the downstream real estate market and sharp fluctuations in raw material prices. In the first half of 2023, it achieved operating income of 208 million yuan, a decrease of 7.14% from the same period last year.
Shanghai Xinyang said that in terms of cleaning liquid products for integrated circuit manufacturing, cleaning liquid products after 28nm dry etching have been mass-produced, and cleaning liquid products after dry etching after 14nm technology nodes have also been mass-produced and sold. The post-etching cleaning solution products have achieved full coverage of 14nm and above technology nodes. During the reporting period, the sales scale of cleaning liquid products after dry etching continued to expand, and they were widely used in wafer manufacturing customers such as logic circuits, analog circuits, and memory devices. Among them, the cleaning solution after dry etching of aluminum interconnection has been restricted by the only foreign raw material supplier for a long time. Facing the current situation that the supporting materials required for advanced manufacturing processes also need to be localized, the company independently researched and developed the key raw material project of "stuck neck" ——The non-hydroxylamine project has developed a non-hydroxylamine dry-etching cleaning solution that meets the requirements of wafer manufacturing companies, and has passed the verification at domestic mainstream wafer manufacturing clients. During the reporting period, the cleaning capabilities of this project product continued to improve. The tungsten residue removal solution developed by the company during the reporting period passed the customer test and verification at one time, and obtained orders. The development and sales of new products will continue to expand the company's cleaning solution product application market. In terms of etching solution products originally developed by the company, the company conducted in-depth research and development, made forward-looking research and technical reserves, further expanded market applications, and led the development of the industry. The new generation of high-selectivity silicon nitride etching solution developed during the reporting period has passed Electrical test.

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MortyandRick

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olalavn said:
On the evening of August 25, SMIC announced its first-half results for the first six months of 2023. Revenue in the first half of the year was US$3.023 billion, a year-on-year decrease of 19.3%,wafer foundry business revenue decreased by 21% year-on-year to US$2.76 billion; net profit attributable to the parent in the first half of the year was US$634 million, a year-on-year decrease of 34.1%; gross profit margin was 20.6%, 19.5 percent drop

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Wow that's pretty bad. What happened ?
 
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