Chinese semiconductor industry

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tphuang

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a little boost to ARM ISA/Pengteng ecosystem in China.

Phytium unveiling new core at 3GHz that scores about same as ARM Neoverse V2.

This along with Huawei's Taishan core would indicate Chinese ARM designers can design advanced HPCs without access to ARM core that are being restricted
 

huemens

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i mean anything they do here basically sinks A800 and Biren, while handing most of the market to Huawei. Looks like the people at Tencent & Bytedance should've invested more into Ascend platform

btw, it would be hard to say this doesn't change things, since firms that depended on A800 orders will now have to figure out a transition plan to domestic chips.

If Biren can get the original BR100 fabbed with SMIC it will get a lot easier. Then other Chinese companies would have a competitive non-Huawei option.
 

tphuang

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Looks like the cycle of doom and gloom followed by exuberance at china winning continues at the SDF. what’s with these new members all having similar disparaging takes on how China will supposedly get defeated once more with these “big” sanctions? It’s like they all came at once. alike @tphuang said, let’s see where the chips fall then decide how it is. exaggerations and having people on Twitter saying that is “big” doesn’t mean Jack sh*t.
I mean I like Paul, we talk sometimes. But I think something can be "big" and also not gloom if you know what I mean.

A ban on A800 does have very big implications, but it's just one that favors those who already use Ascend vs those that use Cuda

There are a bunch of domestic GPU makers with smaller slices, but realistically it's just CUDA vs Ascend in China
 

tphuang

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If Biren can get the original BR100 fabbed with SMIC it will get a lot easier. Then other Chinese companies would have a competitive non-Huawei option.
this is becoming a real problem in China now. SMIC capacity is limited and Huawei is hogging it due to all this smartphone demand. So, we will see if Biren, Meta-X or Kunlun can get their design fabbed there

btw, this is not restricted to AI chips btw. how does other chip designers get access to SMIC capacities?
 

tokenanalyst

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Samsung is losing their Chinese clients that are "de-risking" by localizing their production and we are not talking about advanced process nodes, we are talking 8" wafers lines, like sensors, power ICs, controllers and so on.

Korean media "BusinessKorea" reported that according to a TrendForce report on October 12, the utilization rate of Samsung's 8-inch wafer fab will drop to 50% in 2024, continuing the decline in utilization rates since the second half of this year. Reasons include continued interest rate hikes around the world to combat high inflation, and customers reducing wafer production. In addition, the United States has escalated sanctions on China's semiconductor industry, and Chinese CMOS sensor manufacturers have switched orders and brought production lines back to China, which has also led to Samsung's move. Take the slide all the way.

In contrast, the 8-inch wafer utilization rate of Chinese semiconductor factories is expected to rise against the trend. TrendForce predicts that Huahong Semiconductor (HHGrace)'s 8-inch wafer utilization rate will reach 80% to 90% in 2024. Mainly Benefiting from the U.S.'s severe sanctions on China's semiconductor industry, China is forced to accelerate the localization of chips.


Samsung has an 8-inch wafer fab at Giheung Campus in Yongin City, Gyeonggi-do, South Korea. It can produce more than 200,000 8-inch wafers per month for driver ICs, CMOS image sensors and power management ICs. and other chips with low computing requirements.

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Now looks like US is going basically going to restrict China design houses from manufacturing in advanced process nodes so that means that utilization rate of TSMC and Samsung in the advance nodes could fall even more.

I think, EUV investment is high not just because ASML scanners but also more expensive materials like EUV photoresists, new EUV track tools , new types of EUV metrology tools, new etching tools. If Samsung and TSMC lose their Chinese clients for their advance nodes, they will have to cut their investment in EUV production lines which means that EUV materials and tools companies will have to cut their investment too. Is not called a supply chain for nothing, cutting one link could affect the complete chain.
 

tokenanalyst

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Starting from scratch, Shanghai Core Wing Semiconductor Materials Co., Ltd. (hereinafter referred to as Core Wing), located in the Shanghai Bay Area High-tech Zone, has ushered in a good opportunity for rapid development after two years of accumulation from establishment to mass production.

As a key component of the semiconductor industry chain, the perfluorinated sealing rings produced by Corewing have long been monopolized by major international brands such as the United States and Japan. The degree of localization is extremely low, and it is an absolutely "stuck" key product. Accelerating the realization of domestic "supplementary chain" of core components has become the only way for the development of my country's semiconductor industry.

According to Sun Hu, chairman of Core Wing, Core Wing has always adhered to a development model that is customer demand-oriented and product research and development driven, and continues to carry out technological innovation to provide customers with better products and services. At first, the products independently developed by the team were questioned by customers. After continuous verification, customers gradually recognized Corewing's products, and bulk orders followed .

Due to restrictions on the import of semiconductor equipment and component products, the production capacity of a well-known domestic semiconductor company has been greatly affected. After understanding the situation, Core Wing quickly formed a research and development team, actively formulated solutions for customers, quickly completed product development, production and testing verification, and successfully solved customers' urgent needs .

When cooperating with a leading global semiconductor manufacturer, the manufacturer reported that the imported sealing ring it used did not protect the electronic adsorption disc very well, and there was a phenomenon of falling off. The lifespan was also relatively short, and because it was imported from abroad, the production cycle was long. Greatly affected production efficiency. After analyzing the imported sealing ring, core wing R&D personnel found the crux and proposed a new design plan. After verification and testing, the new product fully meets customer needs. At the same time, the service life is doubled compared with the original imported product, the production cycle is shorter, and the price is lower, which greatly saves costs.

At present, Core Wing has formed a series of product lines such as perfluoroelastomer sealing rings, integrated vacuum valve plates, and Gasket gaskets, which can be widely used in semiconductor, photovoltaic, LCD panel and other industries. In the core design, manufacturing process, and structure of the product Holds multiple patents in other aspects. So far, the company has applied for 38 patents, 21 of which have been authorized by the State Intellectual Property Office. It is expected that the number of patent applications will exceed 50 by the end of this year.

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tokenanalyst

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Tuojing Technology: Chip-to-wafer bonding surface pretreatment products have been shipped to the client for verification​


Tuojing Technology disclosed the latest research minutes saying that the company’s wafer-to-wafer bonding product (Dione300) has passed customer acceptance and received repeated orders. Chip-to-wafer bonding surface pretreatment The product (Pollux) has been shipped to the client for verification.

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Franklin

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this is becoming a real problem in China now. SMIC capacity is limited and Huawei is hogging it due to all this smartphone demand. So, we will see if Biren, Meta-X or Kunlun can get their design fabbed there

btw, this is not restricted to AI chips btw. how does other chip designers get access to SMIC capacities?
Does Huawei have a exclusive contract or agreement with SMIC for their 7nm production. If not then they have to wait in line like everyone else.

And as 7nm failure rate goes down and new production line goes up there will be new capacity to serve more clients.
 
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