Chinese semiconductor industry

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tphuang

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Do we know who is OnMicro's foundry partner? This is quite critical because the probability they will be black-listed is very high.

They are building a 8-inch in-house line, but only for R&D purposes.
these things are kept secret for obvious reasons, but my guess is SMEC for MEM & Winfoundry/Wavetek for GaA

you may ask about concerns of using Taiwanese foundry for GaA, but there is plenty of capacity in Sanan for OnMicro and remaining PA firms to move over. If I'm HW, I'd ask OnMicro to do so.
 

european_guy

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these things are kept secret for obvious reasons, but my guess is SMEC for MEM & Winfoundry/Wavetek for GaA

you may ask about concerns of using Taiwanese foundry for GaA, but there is plenty of capacity in Sanan for OnMicro and remaining PA firms to move over. If I'm HW, I'd ask OnMicro to do so.
Thanks.

Actually MEMS is quite tricky for BAW filters and a foundry cannot be replaced so easily, good if is SMIC.

Anyhow not only OnMicro, but I think all the Huawei suppliers are ready to be entity listed. If they did this step, they evaluated the possible consequences, and if Huawei went out with the phone, it means they know China semi industry can bear the US reaction.

...actually, because the logic consequence would be a ban on suppliers that according to (US) law cannot sell to Huawei withouth a license, but they did it anyhow, and that suppliers are all Chinese and a lot of them, it is like China says to US: "Ok, now if you want to retaliate you have to decouple the entire chip ecosystem and do it now. Are you ready for this? We are"

With Huawei's Mate 60 China bit the bullet and played her card. Now the ball is on US side, I really hope they will think twice and very carefully on their next move...because China for sure did.
 

pbd456

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Thanks.

Actually MEMS is quite tricky for BAW filters and a foundry cannot be replaced so easily, good if is SMIC.

Anyhow not only OnMicro, but I think all the Huawei suppliers are ready to be entity listed. If they did this step, they evaluated the possible consequences, and if Huawei went out with the phone, it means they know China semi industry can bear the US reaction.

...actually, because the logic consequence would be a ban on suppliers that according to (US) law cannot sell to Huawei withouth a license, but they did it anyhow, and that suppliers are all Chinese and a lot of them, it is like China says to US: "Ok, now if you want to retaliate you have to decouple the entire chip ecosystem and do it now. Are you ready for this? We are"

With Huawei's Mate 60 China bit the bullet and played her card. Now the ball is on US side, I really hope they will think twice and very carefully on their next move...because China for sure did.
Only apply if it uses US technology. So they don't break US law if they don't use US technology like OLED screen.

But again, US can ban any companies they want.
 

tphuang

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Thanks.

Actually MEMS is quite tricky for BAW filters and a foundry cannot be replaced so easily, good if is SMIC.

Anyhow not only OnMicro, but I think all the Huawei suppliers are ready to be entity listed. If they did this step, they evaluated the possible consequences, and if Huawei went out with the phone, it means they know China semi industry can bear the US reaction.

...actually, because the logic consequence would be a ban on suppliers that according to (US) law cannot sell to Huawei withouth a license, but they did it anyhow, and that suppliers are all Chinese and a lot of them, it is like China says to US: "Ok, now if you want to retaliate you have to decouple the entire chip ecosystem and do it now. Are you ready for this? We are"

With Huawei's Mate 60 China bit the bullet and played her card. Now the ball is on US side, I really hope they will think twice and very carefully on their next move...because China for sure did.
not SMIC, but SMEC (中芯集成). SMIC formed this new company with Shaoxing govt specially to do power chips & mems.

In their mid year report, they said they are the largest and most advanced MEMS fab in China.
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半年报显示,中芯集成已成为国内具备车规级IGBT芯片及模组生产能力的规模最大的代工企业,是国内规模最大、技术最先进的MEMS(微机电系统)晶圆代工厂

The thing is that these iPhone restrictions are done with an implicit threat behind them. But let's see if China goes through with it. No Chinese smart phones are on sale in America.

bw, there is a small chance BAW filter are memsonic/sai micro combo, but their production level is too low for all of HW phones
 

tphuang

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【国产EUV光刻机进展相关消息】

消息来源2023年度吉林省科学技术奖提名项目【公示】

EUV整体技术突破

极紫外光刻光学技术

吉林省科技进步一等奖中国科学院长春光学精密机械与物理研究所

EUV物镜相关技术

复杂曲面光学元件高精度磁流变抛光技术

吉林省科技进步二等奖中国科学院长春光学精密机械与物理研究所

EUV光刻机多层膜光学元件表面污染防控及无损清洗关键技术

吉林省科技进步二等奖中国科学院长春光学精密机械与物理研究所

超高精度光刻机投影物镜系统波像差检测技术

吉林省技术发明二等奖中国科学院长春光学精密机械与物理研究所
someone posted online of this summarizing the various awards related to EUV project that has been publicized recently

I haven't checked to verify that all of these in fact have happened, but there is certainly a lot of news and rumors on it recently
 

tokenanalyst

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Breaking through 100 units! Dianke Equipment’s 8-12-inch series thinning machines have been recognized by industrial applications.​


Recently, the shipment of 8-12-inch series thinning machines of Beijing China Electronics Equipment Co., Ltd., a subsidiary of Dianke Equipment, exceeded 100 units. The self-developed thinning equipment has been recognized by industrial applications.

Thinning equipment is an indispensable key equipment for integrated circuit manufacturing . It is mainly used for surface processing of integrated circuit material segments and wafer backside materials before packaging of integrated circuits , so as to meet the precise thickness and fine surface of the wafer. roughness requirements, and the equipment can also be used in other fields such as compound semiconductors and special ceramics .

Beijing Zhongdianke Electronic Equipment Co., Ltd. insists on being self-reliant in thinning and process technology, and has successfully solved a series of key technologies. It has successively launched a variety of 8-12 inch series thinning equipment. The latest developed silicon carbide fully automatic thinning equipment is important. Technical indicators and performance benchmark against the international advanced level. At present, the 8-12-inch series of thinning equipment has formed a multi-field product pedigree, filling the gap in the domestic materials and chip equipment industry in the field of ultra-precision thinning technology.

1694271277006.png
 

tokenanalyst

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Semiconductor materials company Zhongjuxin (688549) successfully landed on the Shanghai Stock Exchange Science and Technology Innovation Board today!​


On September 8, 2023, Zhongjuxin Technology Co., Ltd. was successfully listed on the Shanghai Stock Exchange's Science and Technology Innovation Board. The stock abbreviation is: Zhongjuxin, and the Shanghai Stock Exchange's Science and Technology Innovation Board stock code: 688549. Chen Gang, general manager of Zhongjuxin, attended the listing ceremony with representatives of the company's key team, as well as leaders and guests from all walks of life.

Dong Guibo, Secretary of the Party Committee and Director of the State-owned Assets Supervision and Administration Commission of Zhejiang Province, Gao Yi, Secretary of the Quzhou Municipal Party Committee, Zhou Liyang, Chairman of Juhua Group and Chairman of Juhua Co., Ltd., Lou Yuguang, Chairman of the National Integrated Circuit Industry Investment Fund Co., Ltd., General Manager of Juhua Group and Juhua Co., Ltd. Li Jun, Vice Chairman of China Chemical Co., Ltd., and Tong Jihong, Chairman of China Juxin Technology Co., Ltd. jointly kicked off the listing of China Juxin Technology Co., Ltd.

Chen Gang, general manager of China Juxin, said in his speech at the listing ceremony: "China Juxin's successful listing on the Science and Technology Innovation Board means that the company has entered the fast lane to achieve rapid development with the help of the capital market. After listing, the company will continue to focus on the electronic chemical materials industry , achieve high-quality development through endogenous and epitaxial growth, strive to grow into a leading domestic electronic chemical materials company, and strive to become a global semiconductor materials company that understands customers better and is more trustworthy. At the same time, we will strictly follow the securities regulatory We will comply with the regulatory requirements of the Shanghai Stock Exchange and the Shanghai Stock Exchange, maintain a good corporate governance structure, manage and use raised funds well, continue to standardize company operations, and repay shareholders, customers, and society with sustained, healthy, stable and upward operating performance!"
Yang Yuanhua, deputy mayor of Quzhou City, said in his speech: "Since its establishment in December 2017, Zhongjuxin has actively participated in the revolutionary wave of self-reliance and self-reliance in science and technology. It only took just 6 years from being reborn as a giant to successfully listing, and it has become the fastest listed company in Quzhou. The company with the largest fund-raising scale. This is a landmark achievement of Quzhou’s implementation of the 3030 Action for Enterprise Listing, which makes us admire Zhongjuxin’s development process of seizing the spotlight and magnificent changes!”

Pei Changjiang, chairman of the labor union of Haitong Securities Co., Ltd., said at the ceremony: "Zhongjuxin is the "national team" in the field of electronic chemical materials in my country. It serves the major strategic needs of the national integrated circuit industry and specializes in electronic wet chemicals and electronic specialties. The research and development, production and sales of gases and precursor materials are one of the professional electronic chemical materials companies with the richest product range, the most advanced technology and the largest scale in my country. Zhongjuxin's successful listing on the Science and Technology Innovation Board this time is a good example of my country's capital It is a model for the market to serve the national strategy and assist in the research of key core technologies."

Since its establishment, Zhongjuxin has insisted on facing the major strategic needs of the national semiconductor industry, giving full play to the team advantages of chemical industry + semiconductor + international mature industry experts, and has made breakthroughs and accumulated a number of breakthroughs in electronic wet chemicals, electronic special gases and precursor materials. Key technologies have steadily entered SMIC, Yangtze Memory, Huahong Group, SMIC, Xiamen Lianxin, SK Hynix, Texas Instruments, China Resources Micro, Silan Micro, Leon Micro, Hebei Puxing, Shanghai Jingmeng, Supply system for mainstream customers such as BOE, China Star Optoelectronics, and Huike.

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bebops

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next tech Huawei should include is the satellite internet.

Huawei Mate Pro+ has a 7nm chip but the performance is the same as a Snapdragon 888 5nm chip.

Does anyone know if Huawei Mate Pro+ is better than Iphone 15 in terms of performance, benchmark and resolution.
 
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