Chinese semiconductor industry

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."

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.