Chinese semiconductor industry

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huemens

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Letter from US congressmen to Jake Sullivan regarding SMIC
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Four actions must be taken immediately:
1. Update and issue final Oct. 7, 2022 Rules: BIS must update these rules to cut off and limit workarounds for advanced semiconductor and tool exports to China.
2. Take immediate action against SMIC and Huawei: Following repeated violations of U.S. law and support for China’s military, SMIC and Huawei should be hit with full blocking sanctions, which would cut them off completely from U.S. technology and the U.S. financial system.
3. Close the Cloud Computing Loophole: BIS must stop companies in China from circumventing the October 7 rules and entity listings by making the provision of cloud computing a licensable activity.
4. Enforce the 60-Day Rule for Moving Entities from the UVL to the Entity List: BIS must stop granting exemptions to its own rule that requires any entity on the Unverified List (UVL) that fails to perform an end-use check within 60 days to be automatically moved to the Entity List. On August 22 of this year, BIS removed 27 entities from the UVL, despite these firms having spent a collective average of 728 days on the UVL without action. Even more alarming, several of the removed firms are PLA suppliers

we would like answers to the following questions within two weeks:
2. In September Secretary Raimondo downplayed concerns about SMIC’s production to Congress, saying there is “no evidence” that it can produce these chips at scale. In October Secretary Raimondo said Huawei’s and SMIC’s capabilities are “deeply disturbing.” Please provide a classified briefing on what intelligence the Secretary viewed that changed her opinion.

What you guys think would be the implications of getting cut off from US financial system. Does that mean Huawei would not be able to sell their phones in Europe?
 

siegecrossbow

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Letter from US congressmen to Jake Sullivan regarding SMIC
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What you guys think would be the implications of getting cut off from US financial system. Does that mean Huawei would not be able to sell their phones in Europe?

More like Raimondo will never see her paycheck for sponsoring Mate 60…

On a serious note how does cutting Huawei from the US financial system prevent it from being sold in Europe exactly? Are they sanctioning everyone who buys a Huawei phone or something?
 

olalavn

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my country has developed the first integrated memory and calculation chip that supports on-chip learning memristor

Tsinghua University has developed the world's first fully system-integrated memristor storage and computing integrated chip that supports efficient on-chip learning (machine learning can be completed directly on the hardware side). It has made significant achievements in the field of memristor storage and computing integrated chips that support on-chip learning. Breakthroughs are expected to promote the development of artificial intelligence, autonomous driving wearable devices and other fields. Relevant results were published online in the latest issue of "Science".

According to reports, under the same task, the energy consumption of the chip to achieve on-chip learning is only 3% of the application-specific integrated circuit (ASIC) system under advanced technology, showing excellent energy efficiency advantages and extremely suitable for applications that meet the high computing power requirements in the artificial intelligence era. potential, providing an innovative development path to break through the energy efficiency bottleneck under von Neumann's traditional computing architecture

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tokenanalyst

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The total investment is 21 billion yuan! Jinghe integrated 12-inch wafer manufacturing project starts​

According to Xinhua News Agency, on October 7, Anhui Province held a mobilization meeting to start the fourth batch of major projects in the province in 2023. A total of 1,089 projects have been mobilized this time, with a total investment of 707.46 billion yuan.

Among them, there are 670 manufacturing projects with a total investment of 415.28 billion yuan. There are 22 newly started manufacturing projects worth more than 5 billion yuan, including the Hefei Jinghe Integrated Circuit 12-inch wafer manufacturing project with a total investment of 21 billion yuan.
It is understood that Jinghe Integration is located in the Hefei Xinzhan Comprehensive Bonded Zone and is mainly engaged in 12-inch wafer foundry business. It is the first 12-inch wafer foundry company in Anhui and the first tens of billions-level integrated circuit project in Hefei. In May this year, the Shanghai Stock Exchange officially accepted the IPO application of Hefei Jinghe Integrated Circuit Co., Ltd. for the Science and Technology Innovation Board.
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The prospectus disclosed at the time showed that Jinghe Integration planned to raise 12 billion yuan to invest in the second 12-inch wafer manufacturing plant project.
It is reported that the total investment in the project is approximately 16.5 billion yuan. It will use the main body of the 12-inch integrated circuit chip manufacturing plant II built in the first plant construction project to build a 12-inch wafer foundry production line with a production capacity of 40,000 pieces/month. , the main products include power management chips (PMIC), display driver integrated chips (DDIC), and CMOS image sensor chips (CIS). In addition, a micro-production line will be built for OLED display driver and logic process technology development and trial production.

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tokenanalyst

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This photoresist company plans to be listed on the Beijing Stock Exchange! Customers include SMIC/Huahong, etc.​



According to disclosures, Guosen Securities and Ruihong Suzhou signed a coaching agreement in September 2023. Guosen Securities serves as the coaching agency for Ruihong Suzhou to publicly issue stocks to unspecified qualified investors and list on the Beijing Stock Exchange.

Ruihong Suzhou has been producing photoresists on a large scale for 30 years and is one of the leading companies in the domestic photoresist industry. It focuses on semiconductor and display panel applications. Its products are mainly used in FPD (LCD, TP, OLED, CF) LED, IC and other related electronic industries, customers include well-known domestic semiconductor companies such as SMIC, Hefei Changxin, Huahong Semiconductor, Jinghe Integration, Sanan Optoelectronics, Yangjie Electronics, etc. Among them, semiconductor photoresists include UV wide-spectrum photoresists, g-line photoresists, i-line photoresists, KrF photoresists, etc., and display panel photoresists include touch screen photoresists, TFT-LCD photoresists, etc.

Ruihong Suzhou factory covers an area of 15,000 square meters, with a factory building of 6,000 square meters, a clean room of 400 square meters, and a 100-level purification canning line. The company has built an internationally advanced high-end photoresist production line and test experimental platform, and also has a full range of ultraviolet wide spectrum, g-line (436nm), i-line (365nm), KrF (248nm), and ArF (193nm) lithography machines. The test experiment platform can provide comprehensive core equipment support for the company's product development testing, customer verification, etc.

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tphuang

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I had to delete a few more posts. As a fyi, not every stupid politician proposals or think tank takes need to be posted here. In fact, I think the fewer of them there are, the better. We don't need to waste time padding our own backs for being smarter than politicians. That's a really low bar.

let's keep outside articles to real news and higher quality analysis and takes
 
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