Chinese semiconductor industry

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sunnymaxi

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Just a simple question. When do you all think China can make EUV breakthrough?? 2025? 2026? Or even further?
breakthrough in what sense ..

major components have successfully developed include light source. we have seen all patents posted by @tokenanalyst .. first porotype assembly taking place or will happen soon. maybe in early 2024.

rest depend on further testing , verification and core components performance. so it will take few years.
 

Arij Javaid

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I
breakthrough in what sense ..

major components have successfully developed include light source. we have seen all patents posted by @tokenanalyst .. first porotype assembly taking place or will happen soon. maybe in early 2024.

rest depend on further testing , verification and core components performance. so it will take few years.
I meant a point where EUV is utilized to develop cutting edge chips sustainably. I believe it might take china 3 to 4 more years to reach that point.
 

tphuang

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I've had the same reaction when I've seen numerous Chinese EV companies using SoCs from Nvidia.
Chinese EV companies precisely use ADAS chips from Nvidia & SoCs from QCOM because there are local alternatives like Horizon Robotics, black sesame & HW chips. It's not a big deal, frankly.

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YMTC unveiling new 1T SSD using 4th gen 3D Nand technology called PCL-411
2400MT/s I/O
7000MB/s read
6500MB/s write

PC411 can reach the upper limit of the PCIe Gen4x4 interface with a 4-channel solution and achieve bus saturation (Saturate the Bus)
has 1/2 the number of channels as traditional 8-channel products & reducing power consumption by 25%.

I don't know how many layers there are here, but Samsung & SK's 230+ layer SSDs are advertising 2400MT/s I/O from what I can see.

So even if it's 128 layer, the product seems competitive
 
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Topazchen

Junior Member
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If A800 ban is true, then I am still baffled on how Alibaba/Tencent could not see this coming. Wake up people... We need a modern day Xi'an incident for a united front within tech. Thankful, US govt is helping this along by giving Alibaba/Tencent no other options except to Ascend together @Zeek

Huawei should spin off it's Ascend AI business as a separate entity if it means getting Alibaba/Tencent to go all-in.
Still true

Screenshot_20231013_172443.jpg
 

supersnoop

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It was posted about two weeks ago.
Multiple pages back, and lots of more news since then.

I did try to search using the manufacturer name, but since the post only contained a link and no commentary, I thought it was not posted.
Also the last few weeks have been busy with announcements, I think to try to build off the excitement generated by Huawei.

A year ago I built a PC for my mom to store and process her photos. Bought a 16TB enterprise HDD to store her uncompressed 61 megapixels RAWs. I had to buy a gigantic case with optical drive slots so I could install the HDD in a suspension box to minimize noise.

And now one year later domestic RAND and controllers have gotten so cheap that a full domestic 16TB SSD is almost at price parity with a HDD of the same size. In hindsight it was one of my worst PC building decisions as my mom did have a 8TB portable HDD - enough to last her a couple of years. But it was a good thing that Chinese IC industry can surprise even optimist casual watchers like me.

Domestic NAND will need a domestic controller. The US already tried to kneecap YMTC once, if they had no access to storage controllers, that would be a second weak point to exploit.

Also it will be good to see larger scale deployment of RISC-V in the real world.
 

weig2000

Captain

Market share is steadily increasing, and Northern Huachuang expects revenue in the first three quarters to be 13.57 billion yuan to 15.54 billion yuan​

Northern Huachuang released a performance forecast for the first three quarters of 2023. Operating income for the first three quarters of 2023 was 13.57 billion yuan-15.54 billion yuan, an increase of 35.53%-55.21% over the same period last year; attributable to The net profit of shareholders of listed companies ranged from 2.67 billion yuan to 3.09 billion yuan, an increase of 58.35% to 83.26% over the same period last year; the net profit after deducting non-recurring gains and losses was 2.44 billion yuan to 2.82 billion yuan, an increase of 65.27% over the same period last year. %-91.00%.
In the third quarter of 2023, Northern Huachuang achieved operating income of 5.73 billion yuan to 6.56 billion yuan, an increase of 25.42% to 43.59% over the same period last year; the net profit attributable to shareholders of listed companies was 1 billion yuan to 1.16 billion yuan, an increase of 25.42% to 43.59% over the same period last year. The same period last year increased by 7.36%-24.53%; the net profit after deducting non-recurring gains and losses was 950 million yuan-1.1 billion, an increase of 14.30%-32.35% over the same period last year.
Northern Huachuang said that in the first three quarters of 2023, the market share of the company's semiconductor equipment business has steadily increased, and operating efficiency has continued to improve, allowing the company's total operating income and net profit attributable to shareholders of listed companies to continue to maintain a stable performance compared with the same period last year. increase.

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First off, Naura's revenue growth is very impressive. Their 2023 revenue should exceed 20 billion yuan, with very healthy profit margin.

Secondly, the translation (software) is confused with a number of financial accounting concepts. What it says about operating income is actually revenue, aka the top line (of the financial statement). Operating income is what company earns after deducting operating cost, that is, revenue nets after cost of sales, marketing and general as well as R&D. The net income, what the article above loosely refers to net profit, is the operating income after deducting interest, depreciation and tax etc. The net income is the bottom line (of the financial statement). I've seen enough of these kind of confusion.
 
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