Chinese semiconductor industry

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tokenanalyst

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The construction area is 140,000 square meters! Xinyichang's "High-end Intelligent Equipment Manufacturing Base Project" was launched.​


Xinyichang High-end Intelligent Equipment Manufacturing Base Project" was held. The base is located in the east area of Cuiheng New District, Zhongshan City, covering an area of 37,687.11 square meters.

Project introduction

Xinyichang high-end intelligent equipment manufacturing base is located in the east area of Cuiheng New District, Zhongshan City, with a total investment of 600.4616 million yuan.The proposed construction area is 149,400.71 square meters. It will mainly build an intelligent equipment manufacturing base and a group R&D center (mainly including R&D offices, experiments, testing, and inspection rooms) and supporting facilities to create scale, clustering, innovation, and branding. , a demonstration base for the intelligent manufacturing industry of semiconductor intelligent equipment with independent intellectual property rights, advanced technology and a certain scale.

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theorlonator

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If Japanese tech sanctions are falling through the cracks, I wonder if Nikon is going to seize upon that opportunity to displace ASML if ASML wants to ban their latest versions of DUV to China.
 
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tokenanalyst

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Anmuquan completed Series C financing of more than 400 million yuan, and the second phase of the expansion project is about to be put into production.​

Changsha Anmuquan Intelligent Technology Co., Ltd. (hereinafter referred to as Anmuquan) on October 19 that the company has recently successfully completed Series C financing of over 400 million yuan. This round of financing was provided by Xiangjiang State Investment,
The reporter learned from Changsha Anmuquan Intelligent Technology Co., Ltd. (hereinafter referred to as Anmuquan) on October 19 that the company has recently successfully completed Series C financing of over 400 million yuan. This round of financing was led by Xiangjiang State Investment and Huajin Capital, and was co-invested by Legend Venture Capital. Shenzhen Investment Holdings Capital, Yangtze River Capital, Shenzhen Smart City Industrial Investment, Dongfang Fuhai, and Suzhou Qian Financing Capital also participated.
This round of financing further brings together industrial investment institutions, local funds, well-known financial investment institutions and other parties, which can help Anmuquan continue to leverage its own advantages, build core competitiveness with leading technology, and accelerate the acquisition of high-end chip advanced packaging highlands.
An Muquan is a national high-tech enterprise focusing on advanced packaging and testing services for high-end chips, and a national specialized and new "little giant" enterprise. It is composed of experts from the National Key Talent Program, the chief scientist of the only packaging project of the "973" program, and a foreign national from the Russian Academy of Natural Sciences. Founded by academician Dr. Zhu Wenhui. The company focuses on system-level packaging (FC-SiP) technology with flip-chip as the core to solve the domestic key independent manufacturing problems of high-end chips such as CPU, GPU, FPGA, ASIC, ADC, etc., and has won the recognition of leading enterprises in the above-mentioned subdivisions. Widely recognized, business has grown exponentially in recent years.

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supersnoop

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Not sure how others read this, but I'm getting a distinct 90's/early 2000's vibe from CPU developments in China

If people are old enough to remember, the 90's had numerous CPU architectures battling it out for market share
Power/PowerPC (IBM, Apple, Motorola)
Alpha (DEC)
PA-RISC/Itanium (HP, Intel)
MIPS (SGI)
SPARC (Sun, Fujitsu)
and of course x86 and later x86-64 (Intel, AMD, Cyrix/IBM, and Via)

The beginnings of ARM in the mobile space were also planted with the intro of the Apple Newton (of course at this point, ARM is not in the same performance ball park)

A lot of these architectures ended up shaking out for a variety of reasons, business choices, unstable companies, Microsoft's dominance at the time and discontinuing support for non-Intel architectures, economic recessions, power consumption issues, etc.

Due to US Sanctions (as I mentioned, started with the banning of the Xeon Phi and other Intel/AMD chips), Chinese companies picked up a the slack to seek independence from US IP

Now you are seeing these same architectures revived under Chinese auspices
Alpha - Sunway
MIPS - Loongson
openPower - no well known projects so far (to me), but definitely being worked on, allegedly deployed by Tencent
SPARC - mentioned in research papers

It is also important to note that each of these processors required their own software ecosystem. SGI-MIPS on IRIX, Alpha on Tru64/VMS (and briefly Windows NT), Power on AIX, (PowerPC briefly on NT), and SPARC on SunOS/Solaris. Today these different UNIX OS have coalesced around Linux which should make support somewhat easier.

Now it is unknown whether any of these will have big commercial/consumer implications, but it is interesting to see such competition bred by the US. If you think the Chinese tech sector is in a decent position now, what will this kind of competition bring in 10 years time and with full state backing?
 
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hvpc

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New U.S. BIS amendment on export controls on semiconductor manufacturing items tightened overlay performance criteria of scanner restriction. I have yet to go over the entire document, but it appears the new criteria (f.1.b.2.b) seemed to be quite harsh. You can read it for yourself via the link below:

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CMP

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hvpc said:
New U.S. BIS amendment on export controls on semiconductor manufacturing items tightened overlay performance criteria of scanner restriction. I have yet to go over the entire document, but it appears the new criteria (f.1.b.2.b) seemed to be quite harsh. You can read it for yourself via the link below:

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View attachment 120379
Click to expand...
They can make it as harsh as they want. They can even go for a full unconditional ban if they want. What they don't understand is that the stronger the sanctions, the more they supercharge profits and R&D for domestic Chinese alternatives.
 
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