Chinese semiconductor industry

Yuncong Technology: There are about 12-13 OEM manufacturers producing Ascend all-in-one computers, and the company strives for 10% market share


Jiweiwang news, recently, when Yuncong Technology was interviewed by an agency, it responded to inquiries about the business model of cooperation with Huawei, saying that Huawei Ascend’s positioning is similar to that of NVIDIA, both of which are chip manufacturers and need to use OEM manufacturers to conduct research around their chips. Production. In the all-in-one ecosystem, there may be 12-13 OEM manufacturers producing servers based on Ascend chips. There are also several domestic OEM manufacturers that use this model to produce Ascend all-in-one machines.

Yuncong Technology emphasized that the company will not destroy this logic and will jointly build this product with Huawei. In this cooperation, Yuncong Technology is regarded as an IV (Independent Vendor) of Huawei. Huawei's foundry will integrate the chip with Yuncong Technology's large model and then jointly promote it to customers. In this cooperation, Yuncong Technology not only sells products, but also provides other application development-related services. The entire market space is different from the previous sharing model. Instead, products are jointly created through joint promotion and promoted together with Huawei's sales teams from all over the country. Yuncong has its own advantages in the past customer system, especially in the ToB field, including traditional fields such as finance, transportation, and governance, as well as the recently expanded manufacturing and energy service fields. By combining Yuncong's industry characteristics with Huawei's deep experience in ToB, we jointly promote and sell Shengteng Yuncong all-in-one machines, provide products and services for the localized industry chain, and provide intelligent solution products and solutions for the aviation industry. In the entire market, partners are leveraging their respective strengths to jointly promote product launches.

According to reports, the all-in-one machine products that Yuncong cooperates with Huawei are mainly divided into two categories. One is the "training and promotion all-in-one machine", whose chips are relatively high-end, including new chips such as 910B. In terms of reasoning, the 310 chip is currently used, which is a chip suitable for reasoning tasks. Since different customers have different needs and data loads, there may also be differences in configurations and quotes.

For reasoning needs, there are two main modes: one machine with two cards and one machine with four cards. For some cases where customer demand is not large and the demand for inference cards is not high, versions with two cards in one machine and four cards in one machine may be launched. This version has lower performance, but is relatively more economical.

For large module requirements, eight cards are usually installed on a large board and then optimized, which may include adding NV Link solutions. This configuration has a greater performance improvement compared to one machine with two cards or one machine with four cards, but the one-time investment will be higher.

Overall, the choice of hardware architecture and solution depends on the customer's specific needs, including the relative importance of training and inference, as well as budgetary considerations. This flexibility can better meet the needs of different customers.

In terms of product pricing and gross profit margin, Yuncong Technology stated that it is currently unable to accurately provide pricing details, but it can at least outline the price levels. It is currently divided into at least three different price levels, which are only for a single device, excluding situations where customers have multiple other devices or clusters. Regarding the all-in-one training and pushing machine, the market may already know something about it, because iFlytek has provided some indicative prices. Yuncong Technology will provide different prices based on three major categories of products, regardless of customer demand and chip price changes, ranging from hundreds of thousands to several million; in addition, in some edge scenarios, sometimes it may not be necessary Using GPUs requires some equipment we call "boxes". This type of demand is more economical and more widespread, with prices in the range of tens of thousands of dollars. Yuncong Technology will launch corresponding layouts in the market according to different price levels. The current gross profit margin is still considerable, and the gross profit margin may also change in the future as the market changes.

Regarding future development, Yuncong Technology stated that in terms of market space, Yuncong plans to strive to occupy about 10% of the entire market, mainly through channel cooperation with Huawei and other partners. The specific figures and quantitative data are still being studied and will be clarified in the future. Overall, from the start of the pilot this year to next year, the market is expected to explode. However, it should be noted that the outbreak of the market is also accompanied by some risk factors. One of the key points is to ensure that the production of computing power can keep up with market demand. In terms of promotion, we will first complete the landing of typical customers, and then promote it from the corporate headquarters to various branches. Take the electric power industry as an example, involving companies and power plants in various provinces. Through such scene promotion, we look forward to covering a wider market share.

Helin Weina: Wire pins and MEMS wafer test probes have entered the verification process for some customers​

Helin Weina said in an institutional survey that wire pins and MEMS wafer test probes have entered the verification process for some customers.
Helin Weina further stated that the semiconductor probe business is affected by the comprehensive impact of the industry and economic environment, and its operating income has changed significantly compared with previous years. At this stage, the company's revenue is mainly MEMS fine components. With the recovery of overseas customer business, , the company's semiconductor probe business will improve.
Regarding related inquiries such as "whether the company's semiconductor probes have business dealings with Huawei-related industries," Helin Weina responded that due to commercial confidentiality agreements and other reasons, the specific names of end customers cannot be disclosed.
In addition, Helin Weina disclosed on the company's refinancing project that the project is progressing as planned. Chiplets are mainly used for CP testing, and the company's refinancing project MEMS wafer test probes are used for CP testing.
Helin Microna is deeply engaged in the fields of MEMS fine components and semiconductor chip test probes. Its main products cover downstream application scenarios such as MEMS acoustics, MEMS pressure sensors, MEMS optics and semiconductor test consumables. The company's various fine component products are widely used in Chip packaging and testing, TWS headsets, smartphones, hearing aids and other high-tech terminal products.

A.Man said:

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Huawei seems to able to do things most tech companies find insurmountable. Now, lithography equipment is the last big hurdle remaining. It won't surprise me to find out later that Huawei technicians are leading the teams at SMEE and other organizations responsible for bringing the DUV and EUV lithography machines into the market to rid the dependence on ASML.

for companies looking to get into AI chips, not everyone needs to get into high powered training chips. Many startups are also getting into inference chips for used in everyday life like ADAS and robotics

Axera here have a roadmap of first developing 10-30 TOPS chips for image processing and such. Over time, move toward higher end ADAS chips

Shenguang Optics: China’s first innovative deposition process to produce UV fused silica glass.​

Shenguang Optics was founded in October 2012 and is headquartered in Chengdu, Sichuan. It was founded in the cradle of China's glass industry - China Yaohua Glass Group Co., Ltd. It originated from the "Junkou 863 Plan-804 Theme" in 2002 and focused on synthetic quartz With 20 years of glass research and development and production, it is an enterprise highly focused on synthetic quartz glass in the industry. The company has undertaken more than 20 national, provincial, ministerial, and municipal scientific research projects. Its key technical indicators are at the leading level in the country and have reached the international advanced level.

Shenguang Optical products are widely used in aerospace, precision optics, photolithography, semiconductor and other application fields. It is the main supplier of high-end synthetic fused silica glass in China. In recent years, the company has developed photomask substrate products for TFT and chips, and has made significant progress and landmark results. It has successfully developed a number of photomask products for advanced process semiconductors. All technical indicators have reached customer standards, opening up A new journey towards the international semiconductor industry.

In terms of specific products, the high-purity UV fused silica glass AURA @ 0511 launched by Shenguang Optics is an industrial-grade product that can be used in precision optics, photolithography technology, semiconductor manufacturing and other fields. The high-quality UV fused silica glass developed by the company using a direct synthesis method has the characteristics of large size, good axial symmetry, high purity, high transmittance, good uniformity, low stress, no streaks, no bubbles, no fluorescence, and resistance to laser damage. Since its industrialization, the rate of optical uniformity within 4×10 -6 has reached more than 90%, and its technological maturity has been significantly improved. It is the main supplier of high-end synthetic fused silica glass in China. The highlight features of this product are as follows:

1. The first innovative single-lamp deposition process device in China, integrating the three modules of raw material pretreatment, reaction synthesis and growth;

2. Precise combustion control and liquid evaporation flow field to maintain high purity technology;

3. Excellent burner thermal field matching and axial consistent deposition automatic control technology;

4. Precision grooved thermoforming defect lateral suppression technology breaks through the bottleneck of large-size quartz glass production;

5. Multi-stage precision annealing process stress relief technology;

6. Key indicators: The optical uniformity exceeds 8×10 -7 . We are currently the only company in China to achieve this indicator. We are leading domestically and internationally advanced levels.

According to reports, high-purity UV fused silica glass AURA @ 0511 product diameter or diagonal ≥550mm, light absorption coefficient ≤2×10 -5 , optical uniformity 4×10 -6 , impurity content ≤590ppb, stress ≤5n/cm , streak degree level 0, resistant to ultraviolet laser irradiation. Universal response to the foreign brand material index system. It is used in the lighting system and objective lens system of the KrF excimer laser lithography system in major national optical projects and the semiconductor industry, as well as advanced process semiconductor photomask substrates, etc., to realize the key components restricted by the strong laser field and the semiconductor industry. The domestic supporting equipment has driven and promoted import substitution in the industry, and was included in the Ministry of Industry and Information Technology's "Guidance Catalog for the First Batch Application Demonstration of Key New Materials (2019 Edition)" No. 160.

High-purity UV fused silica glass AURA @ 0511 is widely used in scientific research institutes (Laser Fusion Research Center of the Chinese Academy of Physics, Institute of Microelectronics, Chinese Academy of Sciences, Institute of Optoelectronics, Chinese Academy of Sciences), precision optics customers (Nanjing Wavelength Optoelectronics Technology), and semiconductor downstream customers (Changsha Shaoguang Core Material Technology, Shanghai Chuanxin Semiconductor, Chengdu Zhongke Zhuoer Technology), mask downstream customers (Hunan Puzhao Information Materials, Anhui Hechen New Materials, Shanghai Zhizhen Industrial, Shenzhen Jingshi Photomask Technology). The product sales amount to hundreds of millions of yuan, with a domestic market share of 9% and a global market share of 3%.

Shenguang Optics is committed to independent innovation, focusing on overcoming key core technologies, pioneering the production of UV fused silica glass using vertical deposition processes. It has 87 R&D personnel, more than 50 national patents, and many more patents to be authorized. Shenguang Optics has won the favor of many capitals. It has previously carried out C+ round of financing and completed a new round of financing at the end of October this year.

Shengmei Shanghai (ACM Research Shanghai): Optimistic about the prospects of the future electroplating market​

high-precision electron beam evaporation coating machine.​

Tencent to seek domestic AI training chip supplies after latest US curbs​

"We will have to figure out ways to make the usage of our AI chips more efficient," he said, "And we will also try to look for domestic source for these training chips."

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Tencent had stockpiled enough Nvidia chips to continue the development of its AI model called Hunyuan "for at least a couple more generations". As such, the new chip curbs will not affect the development of Tencent's AI capability in the near term

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Tencent said a way to best utilise its current stock of H800 chips might be to keep them only for the most crucial part of developing an AI model, which is the training of the model.

"We'll try to see whether we can offload a lot of the inference capability to lower-performance chips so that we can retain the majority of our high performance AI chips for training purpose," Lau said.

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