Fake news. TSMC can not make anything for Huawei as it stands，regardless of node process
Chinese semiconductor industry
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Fake news. TSMC can not make anything for Huawei as it stands，regardless of node process
"this next generation is likely using 12nm process at TSMC," - the original post said that the new HW chip is being fabbed at TSMC, not SMIC. Did you mean SMIC?
I fixed up my comment. should definitely be SMIC. HW cannot have any chip fabbed at TSMC anymore.
An Muquan high-end chip advanced packaging and testing expansion construction project completed and accepted, 400 million yuan C round of financing disclosed
Recently, Changsha Anmuquan Intelligent Technology Co., Ltd. (hereinafter referred to as "Anmuquan") high-end chip advanced packaging and testing expansion construction project has been completed and accepted , and production equipment has been installed successively.
"Changsha High-tech Zone" news, An Muquan's assistant to the general manager and secretary of the board of directors Li Xiangfeng introduced that in 2022, An Muquan's operating income will be close to 50 million yuan, and the order volume will continue to increase. In the next three years, An Muquan will increase investment by 1 billion yuan to expand the production scale, forming an annual production capacity of 200 million flip-chip packages, 300 million system-level packages, and 120 million chip tests.
In 2019, Changsha Anmuquan Intelligent Technology Co., Ltd. settled in Changsha; on August 12, 2021, Anmuquan's commissioning ceremony was held; on October 10, 2022, Anmuquan's high-end chip advanced packaging and testing expansion construction project started.
"Changsha High-tech Zone" also disclosed the C-round financing of An Muquan . Recently, Xiangjiang State Investment participated in the C-round financing of Anmuquan as the lead investor, and invested a total of 100 million yuan in Anmuquan through three self-managed funds; at the same time, Dongfang Fuhai subscribed for an investment of 30 million yuan . , Zhuhai Huajin, Changjiang Capital and other investment institutions conduct joint investment . The total amount of this round of financing exceeds 400 million yuan.
I mean…so long as you’re not worried about power consumption and thermal limitations you can make 14 nm chips that are as capable as 7 nm chips.
That's a concept foreign to many people. I keep getting people asking me what chips BYD is using in its cars.
prototype or fully production version.
I think for prototype, @latenlazy and I were thinking next year or 2025 at the latest.
more on RISC-V and SG2042, along with next gen SG2044 server coming out
With 7 months of work and debugging with prototype, saw significant issues resolved in OS and such. Also resulted in 20.1% improvement in SPECInt2006 scores
This is a work in progress. not finishing overnight
Also, they got a RISC-V cpu cluster with 48 nodes that will be delivered to shandong university in late Sep
Looks like Shandong university has already been testing with it to do AI StableDiffusion model
The double breakthrough in product and business helps Guangliwei to achieve another good performance in revenue
Hangzhou Guangli Microelectronics Co., Ltd. (securities referred to as "Guangliwei") released the report for the first half of 2023. The report shows that thanks to the long-term software and hardware product layout and solid technology accumulation in the field of yield improvement, the company's revenue reached a new high during the reporting period . In the first half of 2023, the company realized operating income of 127.3753 million yuan, a year-on-year increase of 63.91%; net profit attributable to shareholders of listed companies was approximately 22.8431 million yuan, a year-on-year increase of 3903.60%; non-net profit attributable to shareholders of listed companies was 16.2379 million yuan, a year-on-year Realized turning losses into profits; the comprehensive gross profit rate was 62.32%. This report card is quite eye-catching among the many A-share listed semiconductor companies that have been disclosed.
In the first half of 2023, global economic uncertainty remains high, and the semiconductor industry, which is closely related to the macro economy, is also entering a stage of deep adjustment. As the world's largest semiconductor market, my country is vigorously promoting the construction of local wafer manufacturing capacity in order to increase chip self-sufficiency. The vigorous expansion investment has created major development opportunities for local semiconductor test equipment and manufacturing EDA suppliers. As the only enterprise in China that can provide full-process coverage in the field of yield improvement and wafer-level electrical test equipment, Guangliwei relies on EDA software such as test chip design, semiconductor big data analysis, wafer-level WAT electrical test equipment and finished products The solutions related to rate improvement have continuously made new breakthroughs in product development and market expansion.
While deepening the research and development of the existing yield rate scheme, Guangliwei also expanded to the mass production process monitoring (PCM) scheme, and started to develop the manufacturability (DFM) series EDA software, and the CMP simulation software filled the domestic technical gap. At the same time, accelerate the deployment of semiconductor data analysis and management system (DATAEXP series products), among which, semiconductor general analysis tool DE-G, integrated circuit yield analysis and management system DE-YMS, integrated circuit defect management system DE-DMS, defect automatic The classification system (DE-ADC) and other products have been developed and matured and have entered the stage of market expansion and business implementation
Guangliwei relies on the original yield improvement technology, deepens iterative software and hardware products, and upgrades and launches a new generation of general-purpose high-performance semiconductor parameter test equipment (T4000 series) , which can cover LOGIC, CIS, DRAM, SRAM, FLASH , BCD and other product testing requirements, support the parameter testing of the third-generation compound semiconductor (SiC/GaN), and at the same time, on the basis of the T4000 electrical testing equipment, the reliability testing analysis system (WLR) and other functions have been jointly developed to convert the equipment from WAT test extended to WLR and SPICE and other fields.
The total number of R&D personnel has increased by nearly 80% compared with the previous year. In the first half of 2023, Guangliwei's R&D personnel further maintained rapid growth. With the company's new product and new technology expansion plan and the continuous expansion of the business market, Guangliwei's R&D investment in the first half of this year reached 93.1346 million yuan, an increase of 98.72% year-on-year, and the company's R&D personnel further increased to 327, a year-on-year increase. 84.75%, and the proportion of R&D personnel with a master's degree or above is even closer to 60%.
Guangliwei released DATAEXP-YMS, DATAEXP-DMS and DATAEXP-General, etc. This product realizes the upgrade of the company's big data platform DATAEXP. For example, the DATAEXP-DMS defect data management and analysis system is based on cutting-edge machine learning technology. It has high recognition accuracy of wafer defects and rapid deployment capabilities. It has been installed in many semiconductor factories use, and achieved good practical results.
In the first half of 2023, global economic uncertainty remains high, and the semiconductor industry, which is closely related to the macro economy, is also entering a stage of deep adjustment. As the world's largest semiconductor market, my country is vigorously promoting the construction of local wafer manufacturing capacity in order to increase chip self-sufficiency. The vigorous expansion investment has created major development opportunities for local semiconductor test equipment and manufacturing EDA suppliers. As the only enterprise in China that can provide full-process coverage in the field of yield improvement and wafer-level electrical test equipment, Guangliwei relies on EDA software such as test chip design, semiconductor big data analysis, wafer-level WAT electrical test equipment and finished products The solutions related to rate improvement have continuously made new breakthroughs in product development and market expansion.
While deepening the research and development of the existing yield rate scheme, Guangliwei also expanded to the mass production process monitoring (PCM) scheme, and started to develop the manufacturability (DFM) series EDA software, and the CMP simulation software filled the domestic technical gap. At the same time, accelerate the deployment of semiconductor data analysis and management system (DATAEXP series products), among which, semiconductor general analysis tool DE-G, integrated circuit yield analysis and management system DE-YMS, integrated circuit defect management system DE-DMS, defect automatic The classification system (DE-ADC) and other products have been developed and matured and have entered the stage of market expansion and business implementation
Guangliwei relies on the original yield improvement technology, deepens iterative software and hardware products, and upgrades and launches a new generation of general-purpose high-performance semiconductor parameter test equipment (T4000 series) , which can cover LOGIC, CIS, DRAM, SRAM, FLASH , BCD and other product testing requirements, support the parameter testing of the third-generation compound semiconductor (SiC/GaN), and at the same time, on the basis of the T4000 electrical testing equipment, the reliability testing analysis system (WLR) and other functions have been jointly developed to convert the equipment from WAT test extended to WLR and SPICE and other fields.
The total number of R&D personnel has increased by nearly 80% compared with the previous year. In the first half of 2023, Guangliwei's R&D personnel further maintained rapid growth. With the company's new product and new technology expansion plan and the continuous expansion of the business market, Guangliwei's R&D investment in the first half of this year reached 93.1346 million yuan, an increase of 98.72% year-on-year, and the company's R&D personnel further increased to 327, a year-on-year increase. 84.75%, and the proportion of R&D personnel with a master's degree or above is even closer to 60%.
Guangliwei released DATAEXP-YMS, DATAEXP-DMS and DATAEXP-General, etc. This product realizes the upgrade of the company's big data platform DATAEXP. For example, the DATAEXP-DMS defect data management and analysis system is based on cutting-edge machine learning technology. It has high recognition accuracy of wafer defects and rapid deployment capabilities. It has been installed in many semiconductor factories use, and achieved good practical results.
SICC and TankeBlue are both looking to build 8-inch substrate capacity
In SICC's half year report, it says
Looks like SICC is ahead of TankeBlue
This month, TankeBlue's Xuzhou plant has its phase 2 expansion with 830m RMB investment. After production starts, this can produce 160k wpy. Will be using 5th gen crystal growth process, which can produce 6 and 8-inch SiC wafer. Will start delivering low rate production of 8-inch Sic wafers in end of 2024 and like to start delivery of mass production in 2025 Q3
In SICC's half year report, it says
Looks like it has already started getting its 8-inch substrate validated with customers and selling some of that. It has Infineon and Bosch as customers.
Has plants in Jinan, Lingang & Jining. Production expected to go up in Q3/4.
Looks like SICC is ahead of TankeBlue
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