Not going to happen for either, but especially 28nm. It's the sweet spot between cost and performance, so it's going to stay widely used for the forseeable future.
Chinese semiconductor industry
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It may be natural but it is no less foolish. People must acknowledge their shortcomings in order to address them properly. Advanced nodes are important for specific use cases even though they are not the entire market. And the fact is that right now Chinese domestic capabilities fall short in many ways. But nobody ever built an industry overnight, or without setbacks. The only way to succeed is to be practical as well as patient, leveraging foreign shortcuts wherever possible, and facing difficult problems with honesty. This will not be a quick or easy struggle.
Other industries are useful for comparison purposes. How many years did it take BYD to succeed? And how many more years will it take COMAC to compete internationally? These things are measured in decades, so nobody should be too excited or too disappointed at Huawei today.
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First we've seen the laser calibration, now we've got the optics. What's next on the list for integration testing?
Chinese customs data released on Tuesday showed that despite a broad-based decline in trade between the and China, Dutch shipments rose by 29.5 per cent last month, compared to a year earlier.
In September, Chinese imports of these machines from the Netherlands rose by 1,850 per cent to US$1.3 billion compared to a year earlier, calculations based on China's customs data showed. In August the increase was 343 per cent, and 1,677 per cent in July, respectively.
should be obvious by now that every major organization will be ordering Ascend chips soon enough. If they don't, they are at a disadvantage
big fund contributing 2B RMB to Silan's subsidiary. Its SiC production should reach 6k wpm by end of this yr. pretty huge
SMEC says its BAW filter product has entered mass production. 5G filter already being tested with end user. likely huntersun?
It has also started mass production of MEMS microphone.
Increasing market penetration in MEMS Lidar component & MEMS auto navigation
It reached SiC MOS output of 4k wpm by Sep, 90% used in auto motor inverter (pretty huge).
production speed is climbing quickly. was at just 2k wpm in June Expecting to climb quickly
big fund contributing 2B RMB to Silan's subsidiary. Its SiC production should reach 6k wpm by end of this yr. pretty huge
SMEC says its BAW filter product has entered mass production. 5G filter already being tested with end user. likely huntersun?
It has also started mass production of MEMS microphone.
Increasing market penetration in MEMS Lidar component & MEMS auto navigation
It reached SiC MOS output of 4k wpm by Sep, 90% used in auto motor inverter (pretty huge).
production speed is climbing quickly. was at just 2k wpm in June Expecting to climb quickly
Gather together and build a core dream together! Jiaxin Semiconductor’s new R&D and manufacturing base was officially opened.
On November 8, 2023, as a holding subsidiary of Wanye Enterprise (600641), a domestic "1+N" semiconductor equipment platform company, Jiaxin Semiconductor Equipment Technology Co., Ltd. ("Jiaxin Semiconductor") invested and built a new R&D The manufacturing base was officially completed and put into use.Location + technological advantages combine to create a new highland for the semiconductor industry
It is reported that Jiaxin Semiconductor’s new R&D and manufacturing base is based on the national integrated circuit industry development strategy. It is built by Jiaxin Semiconductor in cooperation with the governments at all levels of Jiashan County. With high starting point planning and high-standard construction, it aims to build Jiaxin Semiconductor into an outstanding company in the field of domestic semiconductor equipment. enterprises, and will attract upstream and downstream enterprises in the semiconductor industry to strengthen and supplement the chain, and accelerate the promotion of the core equipment industry cluster in the Yangtze River Delta Integrated Development Demonstration Zone.
In December 2021, Jiaxin Semiconductor won the right to use the state-owned construction land of the 2021G-15-1 plot. In just over a year, Jiaxin Semiconductor's new R&D and manufacturing base with a total area of 109 acres and 140,000 square meters has been built. It rose from the ground and "lifted the veil" on the morning of November 8 to announce the official opening of the project, demonstrating the "Jiaxin speed" of running from the beginning.
The opening of Jiaxin Semiconductor's new R&D and manufacturing base marks a new step for Jiaxin Semiconductor. The release of 140,000 square meters of new production capacity on 109 acres of land will also form one of the important R&D and manufacturing bases for integrated circuit front-end equipment in East China. As the source of innovation in the semiconductor industry, Jiaxin Semiconductor continues to inject strong "core" momentum from key technology breakthroughs to technology verification and customer introduction efficiency, promoting its horizontal and vertical expansion into the integrated circuit industry chain and accelerating its seizure of the commanding heights of industrial layout.
From the perspective of location level, Luozi Jiashan has unique advantages. Relying on the "422" construction system of integrated circuits, Jiashan County focuses on the development of the four leading industries of integrated circuits, power semiconductors, optoelectronic devices, and sensors. Currently, there are more than 80 semiconductor upstream and downstream related enterprises, and it can rely on the advantages of cluster agglomeration to develop and consolidate the upstream and downstream industries. supply chain.
From an innovation level perspective, R&D technology resources are abundant. Jiaxin Semiconductor’s new R&D and manufacturing base is led by global semiconductor industry experts, bringing together domestic and foreign technical teams to leverage excellent technical resources to lay a solid foundation for high-quality development. At the same time, Jiaxin Semiconductor is cooperating with scientific research institutions such as Jiashan Fudan Research Institute , obtaining all-round long-term and stable technical support from top cooperative universities including industry, academia, and research.
It is foreseeable that based on the synergy of multiple advantages in location, transportation and technical strength, and carrying the national strategic policy of semiconductors, the picture of the new R&D and manufacturing base of Jiaxin Semiconductor is slowly unfolding.
At present, Jiaxin Semiconductor has subsidiaries Jiaxin Jianeng, Jiaxin Hongyang and new product research and development departments. It has formed multiple semiconductor front-end core equipment product lines, and its business covers etching, thin film deposition, rapid heat treatment and other categories. Main process equipment and supporting process equipment such as exhaust gas treatment provide complete sets of front-end equipment solutions for integrated circuit wafer manufacturing plants such as automotive chips, power chips, and logic chips. Since its establishment, Jiaxin Semiconductor has successfully acquired rapid thermal processing (RTP) equipment, silicon nitride, sidewall, and metal plasma etching machines, high-density plasma thin film deposition equipment (HDP-CVD), and boron-phosphorus-doped silicon dioxide thin film chemistry. Deposition equipment (SACVD), silicon dioxide plasma thin film deposition equipment (PECVD), titanium/titanium nitride deposition equipment (MOCVD), aluminum-copper metal sputtering equipment (Metal Sputter (Al/Ti/TiN)), dual combustion + dual Orders for various types of equipment such as water washing exhaust gas treatment equipment. Since the establishment of the company, the cumulative order amount has exceeded 470 million yuan, and the stable fulfillment of orders on hand has continued to release the endogenous growth momentum of performance.
The park has planned one R&D building and four high-standard production plants to meet the diversified production, office and daily needs of the entire ecological system of the park. It serves as a high-quality space carrier to undertake the implementation of innovative research and development paths for integrated circuits. Relying on the strategic positioning of the "Yangtze River Delta Integrated Development Demonstration Zone", the base will exert the agglomeration effect of the semiconductor industry chain through comprehensive empowerment from hardware construction to soft services, improve the industrial chain, and build a multi-dimensional and in-depth semiconductor industry innovation "core" "Ecosphere.
They probably do care, but right now the belief (justified or not) is that even with the restrictions China needs ASML more than vice versa, so there isn't sufficient market pressure to bring more to the table at this time since China still needs whatever they are currently offering and they would dodge political heat on them if they were to take this option. The best thing China can do is continue its national efforts into the development and rollout of litho systems for HVM. At that point ASML will have to decide for itself whether it wants to be in or out the door and what it can offer. It's kind of like, when someone works their way into a high level position or or has a hot makeover and everyone wants a piece of the action, thats where China should be aiming for.
SMIC: The company has achieved large-scale mass production of automotive-grade silicon carbide MOSFETs and has been used in vehicle-mounted main drive inverter high-power modules
SMIC recently responded to investor questions and stated that the company has leading core chip technology in the three major product directions of power devices, MEMS, and radio frequency. At present, the company is the largest foundry enterprise for automotive-grade IGBT chips and modules in China. It has a complete range of technologically advanced automotive-grade high-quality power device R&D and mass production platforms. The company's IGBT technology has reached the international advanced level. In the first half of the year, the company achieved large-scale mass production of automotive-grade silicon carbide (SiC) MOSFETs, which have been used in high-power automotive main drive inverter modules. In addition, the company's products are also widely used in automobile main drive and body control, BMS, OBC, power management and new energy charging, filling a number of domestic vacancies. The company is confident in the market prospects of new energy vehicles and will continue to promote product upgrades through technology research and development and continue to expand the breadth and depth of the company's products in automotive applications.
Deep Blue Technology’s semiconductor equipment and key component projects have started with a total investment of over 5.1 billion yuan
DeepBlue Technology’s semiconductor equipment and key component projects have started recently. It is understood that the total investment in Deep Blue Technology’s semiconductor equipment and key component projects exceeds RMB 51According to the "Changxing Release" public account, DeepBlue Technology's semiconductor equipment and key component projects have started recently.
It is understood that the total investment of Deep Blue Technology’s semiconductor equipment and key components project exceeds 5.1 billion yuan. Demark jointly invests with external capital and introduces high-tech modern production lines to specialize in the manufacturing of semiconductor equipment and key components. After it is completed and put into production , will form an annual production capacity of 1,000 sets of semiconductor equipment assembly and 2,000 sets of semiconductor core components, which will inject strong impetus into the development of Changxing County's intelligent equipment manufacturing industry.
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