China should ask for more Chinese components then.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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This is pretty good news
GaN Semi
looks like they generated just 47m RMB revenue in 2022 and looking to increase that to 500m this year. Production at their plant did not start production until end of last June. So yeah, this is a new company in production.
It seems to me that GaN laser chips is pretty important in a bunch of new fields.
From here
Kyocera says
In general, this looks to still be pretty new technology. A lot of the paper I'm seeing now is from 2022, so being a year behind is no issue.
interestingly enough, GaN semi is actually not the first in china to produce GaN Laser chips. That title belongs to 飓芯科技 (Hurricane chip) who started mass producing this in April
but it looks like GaN Semi has a more well funded operation since it has over 500 equipments whereas Hurricane chip has 100+
Speaking of Nuclei System Tech
Their NA series chips have now passed ISO 26262 (safest auto chip grade)
NA900 used on high performing ECUs, Lidars & safety control.
NA300D used security control
looks like we got another RF filter player here
QuantGrav Technology started with their research and production/test facility in Nanjing in Dec 2019 for SAW/BAW filters. Their product designed for smart phones, IoT, notepad, base station, satellite positioning & navigation equipments. It has now started production of TC-FBAR filters.
In 2021, it build a 6-inch SAW/BAR production line with yearly production of 1B filter (China's annual demand is 20B fyi) with all the necessary equipments.
TC-FBAR filter are for 5G high performance filter + Wifi 6E/7 high performance filter
It has now shipped 40+ mature filters.
QuantGrav Technology started with their research and production/test facility in Nanjing in Dec 2019 for SAW/BAW filters. Their product designed for smart phones, IoT, notepad, base station, satellite positioning & navigation equipments. It has now started production of TC-FBAR filters.
In 2021, it build a 6-inch SAW/BAR production line with yearly production of 1B filter (China's annual demand is 20B fyi) with all the necessary equipments.
TC-FBAR filter are for 5G high performance filter + Wifi 6E/7 high performance filter
It has now shipped 40+ mature filters.
Cryogenic etching for DRAM manufacturing.
The Investigation of CF3I For High-Aspect-Ratio Cryogenic Dielectric Etch
Abstract:Considering the high surface adsorption capacity in cryogenic condition, we can achieve high etch rate, good bottom circularity and less risk of chamber arcing for high-aspect-ratio etch, by using C1 gases and lower power. However, the strategy will cause top layer blowing out and sharp etch front. We here explore a specific gas, CF3I, to deposit on side-wall. It can significantly decrease bowing while results in the reduced etch rate and mask. By tuning source and bias power, we can further enlarge etch front and mitigate the negative effect of CF3I.
Advanced Micro-Fabrication Equipment Inc. Headquarter, Shanghai, China
lol, a little mind blowing to think about
JAC unveiled using Kirin 9610A chip for its Harmony cars which apparently provides 200k DMPIS, 2x Snapdragon 8155 that most EVs are using and about same as Snapdragon 8295.
No idea how much GPU & NPU computation it has, but quite impressive that a 14nm chip performs as well in the most important criteria as a 5nm chip
Kind of impressive.
Okay, going to repeat my mantra that I am not an engineer, and then start talking about engineering stuff.
I like riding my bicycle, so when there is a story of a bicycle I tend to read it.
Years ago, there was a story about how some Japanese guy, made the best bicycle wheel ever. He claimed it being that good, you can climb hills easily. The bicycle wheel was made from titanium, and probably some platinum and palladium too, forget now, but it was good, and it was expensive, but it was the best. The bicycle wheel cost $3000 USD. Since this was an old story, that means this bicycle be at least $5000 in today prices.
It was an outstanding wheel, but the article pointed out the obvious that this was so typically Japanese too, that they over-engineered the bicycle wheel beyond the point of any practical use. It was the best bicycle wheel, but only slightly marginally better, no way justifying the cost.
In this case, of 14 nm giving the 5nm chip a run for its money in the EV, that is interesting.
As a non-engineer, that self-mantra again, how do we know when something is over-engineered? Over-engineering is a real phenomenon.
Seems to me the only way to find out if something is over-engineered is in the real world and in real time.
That may be the case here.
And we really don't need a $3000 dollar titanium bicycle wheel either.
a little bit on this. So previously, they had Kirin 990A which was designed with 7 nm process. I presume it was fabb'd at TSMC whose stock ran out eventually.
Now, this next generation is likely using 12nm process at SMIC, so they likely got to similar performance as Kirin 990A or maybe a little improved with less advanced process and more advanced design + packaging
interesting enough that this chip comes with 5G modem, which also got tested here
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