Chinese semiconductor industry

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FriedButter

FriedButter

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liospopo said:
Too late, I would say. I know many downstream vendors (they are not banned) worked like crazy to switch to domestic chips in the past 3 years.
Trust already broken.
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horse said:
Yeah, exactly.

The game now is who is gonna stab who in the back first.

:D
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Beside the issue with trust. They are also financially committed. Depending on the company, it would be a few to several years worth of investments and debt to finance it. In the short-term, they are likely going to continue buying but they are not going to dump their long term investments that easily.
 
TK3600

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olalavn said:
I don't like this news at all...
Samsung Electronics and SK Hynix may obtain an indefinite exemption from the U.S. chip export ban.
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My post earlier was deleted. But bascially I saw the 'compromise' coming. There are already news be sent to condition people shift of strategy. But these will not be made in good faith.

The good news is China is smarter than that. They will get the foriegn products to satisfy immediate needs, and continue the domestic production. YMTC for one is already internationally competitive, so having some foriegn competition only helps it improve itself.
 
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tokenanalyst

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Jinhong Gas: Teethyl orthosilicate has been tested in large quantities at Lianxin/Suzhou Hejian​


Jinhong Gas disclosed the latest research minutes saying that ethyl orthosilicate is used in semiconductor vapor deposition process, and the test cycle is relatively long. It has been carried out in large-scale tests at companies such as Lianxin, Suzhou and Jian. Batch test, the test went smoothly and is about to pass the test.

In terms of orders, Jinhong Gas said that it has signed 7 orders so far, of which 2 orders have been invoiced for gas supply. Most of the contracts that have been signed so far are 15 years, the Guangdong Xinyuengeng project cycle is 20 years, and the Xi'an Satellite Light project cycle is 10 years.

Regarding the electronic bulk carrier gas projects that have been put into production, Jinhong Gas stated that the Northern Integrated Innovation Center project is under construction and is in a temporary gas supply state; the Guangdong Xinyue Energy project has been in mass production and is in stable operation.

In terms of helium gas volume, the company plans to import 12 helium tanks this year, and currently 9 are in place. Helium sales in the first half of the year were approximately 50 million yuan.

In terms of the progress of projects under construction, among the company's projects under construction, the ultrapure ammonia and Jiaxing carbon dioxide projects in Meishan are in the trial production stage, and the remaining projects under construction are in the process of construction. The Suxiang air separation project can reach full production after it is put into operation. Other projects involve a ramp-up period, which is estimated to be about two years. For new special gas products, due to the existence of an introduction cycle, it is conservatively estimated to be a ramp-up cycle of about five years.


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manqiangrexue

manqiangrexue

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olalavn said:
I don't like this news at all...
Samsung Electronics and SK Hynix may obtain an indefinite exemption from the U.S. chip export ban.
View attachment 119335
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There's good and bad in it. The bad is obviously the potential dangers with a foreign operation in China taking away from the domestic drive, though with the level of trust now, I can't imagine China relaxing a single muscle just because it seems that South Korea has temporarily broken with their American leash holders. But the good is that it is another display that Chinese economic power can force cracks in American control over its minions. Their adamant complaints against being forced out of the Chinese market are strong enough to make America give concessions to them for fear of mutany. And their collective assessment has to be that given the current trend, the sanctions are going to be ineffective and at most buy a little time while incurring great long term expense or America would insist, even through the threat of sanctions on South Korea, that they be carried out.
 
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tphuang

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Vanchip announced that it's 5G auto grade product hs pssed customer testing and will be ready for delivery in 2024

Vanchip's L-PAMiD is in mass production and is the first Chinese company to sell large quantity of this product to leading OEMs. Looks like performance has been recognized and more shipment is expected in 2nd half of the year. New gen L-PAMiD of products is being developed.

It's low voltage L-PAMiF achieves lower current requirements of industry has been verified by domestic OEMs and being shipped

so after a rough year, Vanchip is finally regaining its revenue and such

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Looks like new Xiaomi Watch 2 Pro has picked Visionox of sole supplier of OLED. This will really continue to improve domestic share in OLED vs Samsung
 
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Denebola

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tokenanalyst said:
glue coating and developing, Ion implantation, etching, deposition, diffusion, chemical mechanical polishing, cleaning, metrology, testing, advance packaging tools. Why always lithography? Why nobody has ever written a article about China not being able to build etching machines or ion implantation machines? Is always the missing key, lithography. ASML this, ASML that.

Under normal market conditions no one in China would have ever consider ever built their own tools, software and materials when they are easy available in the open market. This are not normal market conditions, this bring challenges but also opportunities for companies and individuals to fill gaps, this is what happen when forces disrupt markets, vacuum forms. China is one of those countries that is a world inside the world, very populous country but overall very science and industrial oriented country, so of course they are going to try not to let themselves kill. That is something that you expect a guy writing in a financial journal to know.

The reality is that under abnormal market conditions and under pressure, innovation could happen and happen faster than anyone expected. And more in very science and industrial oriented country like China. So people shouldn't be surprised when in the near future China come with solutions that nobody predicted because they are not going to let themselves kill.

In the words of the CEO of the company that these financial guys think is untouchable and magical:

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I case you people bring the conflict interest crap and bla bla bla, Mr. Wennink probably knows the Chinese semiconductor industry probably better than some Chinese themselves. ASML was there when the Chinese semiconductor industry was in pampers.They saw companies rise and fall.
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The workbench on EUV machines are the very same workbenches used on ASML's Twin Scan DUV machines. Their EUV machine is an EUV light source bolted onto a DUV Twin Scan work bench. So the very idea that it requires a moonshot to replicate the workbench of a DUV Twin Scan sounds like an exaggeration. As to optics, the science of optics - essentially polishing, is well-known.
Even if China cannot match Zeiss optical precision it would come as close as possible. To suggest that only Zeiss can manufacture optics for an EUV light source is silly. Besides it is the design of the LPP implementation that necessitates the widespread use of optics. A laser is beamed through a collector mirror to produce EUV light which is then bounced around the machine by mirrors to position it for the reticle and then bounced through more mirrors to focus the mask image onto the wafer. As far as light source technology is concerned, Synchrotrons have been producing EUV light since the 50s, the difference is the SSMB attempts to produce coherent beam lines.
 
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tokenanalyst

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Denebola said:
The workbench on EUV machines are the very same workbenches used on ASML's Twin Scan DUV machines. Their EUV machine is an EUV light source bolted onto a DUV Twin Scan work bench. So the very idea that it requires a moonshot to replicate the workbench of a DUV Twin Scan sounds like an exaggeration. As to optics, the science of optics - essentially polishing, is well-known.
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That is one of the reasons why U-Precision and Tsinghua developed the dual workbench maglev technology so it can work in a vacuum for EUV lithography not just for the SMEE SSA800 immersion scanner.
1695853506863.png

There are some caveats like the projection optics, vacuum requirements and cleaning infrastructure (is not a hard requirement for SSMB) but at the end of the day it wouldn't be a surprise for some people.
 
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cctang

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liospopo said:
Gbox, Gspace and App I mentioned above. They do the same thing behind the curtain：Create a virtual environment with GMS and run apps inside it. This approach has limitation.
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Indeed - I tried it, but a number of apps weren't working correctly. And it felt slower / drained batteries. The microG solution allows native / direct installs, so definitely better.

Google ultimately can always kill off Huawei access - but if there are potentially hundreds of millions of users on the line... Will they? I'm sure Google can tell I'm acccesing their systems from a Huawei device, they are just choosing to ignore it.
 
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