Chinese semiconductor industry
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Shen Bo further revealed that this year ASML’s two computational lithography development center teams in Shenzhen and Wuhan released a new version of computational lithography product, and the product has successfully entered the market. This can be said to be the first by The products developed by the Chinese team are also very meaningful to ASML's overall business in China.
Asml stealthly launched a new version of their Shenzhen-Wuhan made Computational lithography software in china
Asml stealthly launched a new version of their Shenzhen-Wuhan made Computational lithography software in china
Cambrian Siyuan accelerator card and Baichuan Intelligence complete large model adaptation
the Cambrian Siyuan (MLU) series of cloud smart accelerator cards have been fully adapted to Baichuan Intelligent’s large models Baichuan2-53B, Baichuan2-13B, Baichuan2-7B, etc. The performance of the Cambrian Siyuan series products has reached The level of international mainstream products.Siyuan cloud smart accelerator card has product advantages such as multiple data bit widths, ultra-large memory capacity and high-speed memory bandwidth. Coupled with Cambrian's self-developed BangTransformer algorithm acceleration library, the hardware and basic software platform are fully coordinated. During the adaptation process, it meets the requirements of Baichuan's large model has many requirements for accelerator card computing, communication and energy efficiency, which significantly accelerates the entire process of large models from training to deployment.
In view of the rapidly developing field of large models, in 2023, Cambrian will carry out corresponding optimization for the application scenarios of large models from the design of the underlying hardware architecture instruction set to the iteration of basic software. Siyuan (MLU) series products are in large language models, Performance in areas such as visual large models has been further improved.
Baichuan Intelligent is a domestic large model unicorn company. Since its establishment, it has released six large models, including four open source large models Baichuan-7B/13B, Baichuan2-7B/13B, and two closed source large models Baichuan-53B, Baichuan2-53B. In the future, the two parties will also integrate technologies and resources to form complementary advantages, and jointly explore and promote the implementation of large generative AI models in more industries and scenarios.
Is Changxin Xinqiao Memory Technologies Inc and CXMT the same comany? Earlier I read the Nikkei article on the same story. There they mentioned it is a different company called Changxin Xinqiao Storage Technologies. The $2 billion discussed here a few days ago also was for that company. I don't know if that's just another name for CXMT or a subsidiary of CXMT. But the Nikkei article made it sound like it is a new company building a new fab in the same city as CXMT. They also said CXMT has a stake in one of the companies that own Changxin Xinqiao
Couldn't find that Nikkei article. Here is a quote from SCMP
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Just like SMIC SN, it is joint venture of CXMT and government fund.
Jingsheng Electromechanical:
Silicon carbide project signed, with production capacity of 300,000 pieces
On November 4, Jingsheng Electromechanical held a signing and launching ceremony for the silicon carbide substrate wafer project .
According to reports, this project will be located in Shangyu District, Shaoxing City, Zhejiang Province. The total investment in the project is 2.12 billion yuan . The annual silicon carbide production capacity is: 250,000 pieces of 6 inches and 50,000 pieces of 8 inches .
At the launching ceremony, Dr. Cao Jianwei, chairman of Jingsheng Electromechanical, said that the launch of the silicon carbide substrate wafer project is an important direction for Jingsheng Electromechanical’s innovative growth.
Signed a contract for silicon carbide industrial park project
From November 3rd to 5th, the 2023 Baishishan Third Generation Semiconductor Industry Development Conference was held in Laiyuan County, Hebei Province. During the conference, 8 projects were signed together, with a total investment of nearly 4 billion yuan, including 2 projects involving silicon carbide - the silicon carbide power module production line project, and the silicon carbide industrial park project of Hebei Tongguang Semiconductor Co., Ltd. .
n September 2021, Zheng Qingchao, chairman said when its 100,000-piece silicon carbide project was put into production , “Next, Tongguang is planning to build a growth base of 2,000 silicon carbide crystal growth furnaces and an annual output of 600,000 pieces of silicon carbide. The total investment in the monocrystalline substrate processing base is planned to be 4 billion yuan , and it is expected to be fully operational by the end of 2025."
In May this year, Wang Wei, deputy general manager of Tongguang Co., Ltd., said, "Tongguang Co., Ltd. has been rapidly expanding production in the past two years. Our internal production capacity is planned to reach 300,000 pieces next year and 500,000-600,000 pieces in 2025."
Silicon carbide project signed, with production capacity of 300,000 pieces
On November 4, Jingsheng Electromechanical held a signing and launching ceremony for the silicon carbide substrate wafer project .
According to reports, this project will be located in Shangyu District, Shaoxing City, Zhejiang Province. The total investment in the project is 2.12 billion yuan . The annual silicon carbide production capacity is: 250,000 pieces of 6 inches and 50,000 pieces of 8 inches .
At the launching ceremony, Dr. Cao Jianwei, chairman of Jingsheng Electromechanical, said that the launch of the silicon carbide substrate wafer project is an important direction for Jingsheng Electromechanical’s innovative growth.
Signed a contract for silicon carbide industrial park project
From November 3rd to 5th, the 2023 Baishishan Third Generation Semiconductor Industry Development Conference was held in Laiyuan County, Hebei Province. During the conference, 8 projects were signed together, with a total investment of nearly 4 billion yuan, including 2 projects involving silicon carbide - the silicon carbide power module production line project, and the silicon carbide industrial park project of Hebei Tongguang Semiconductor Co., Ltd. .
n September 2021, Zheng Qingchao, chairman said when its 100,000-piece silicon carbide project was put into production , “Next, Tongguang is planning to build a growth base of 2,000 silicon carbide crystal growth furnaces and an annual output of 600,000 pieces of silicon carbide. The total investment in the monocrystalline substrate processing base is planned to be 4 billion yuan , and it is expected to be fully operational by the end of 2025."
In May this year, Wang Wei, deputy general manager of Tongguang Co., Ltd., said, "Tongguang Co., Ltd. has been rapidly expanding production in the past two years. Our internal production capacity is planned to reach 300,000 pieces next year and 500,000-600,000 pieces in 2025."
New Shanglian Semiconductor signed a lease agreement with a subsidiary of Lingang Group to promote the landing equipment project
According to the agreement, New Shanglian Semiconductor will lease the factory in the Lingang Industrial Zone and promote the rapid thermal oxidation/rapid thermal annealing/plasma nitridation (ISSG RTO/RTA/DPN) equipment project for semiconductor manufacturing . The core team of the project has a dominant position in the 12-inch wafer fab heat treatment equipment market in Asia. This project will fill the gap in domestic rapid thermal process (RTP) equipment and is another step in the Lingang New Area to complement and strengthen the chain in the field of integrated circuit equipment.
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