Chinese semiconductor industry

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Wrought

Wrought

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For what it's worth, I do think the signal-to-noise ratio is quite poor in this thread despite all attempts at moderation. There are too many people writing too many posts of too low quality without the qualifications required to contribute productively. Not only does this drown out the higher quality submissions by sheer volume, it actively drives away industry folks like @hvpc who are barraged whenever they try to deviate from the prevailing narrative, not necessarily out of any malice, but simply because there are a lot of people who disagree and have a voice (however misinformed).

This phenomenon is of course universal across all forms of social media, but that doesn't make it any less of a self-reinforcing degrading cycle. Blitzo compared the current semiconductor industry to PLA watching due to the politically-driven attention and increased opacity of development. If that's the case, I see no reason why this thread should not be subjected to the same standards as the PLA-watching ones.
 
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tokenanalyst

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China domestic CIM (computer integrated manufacturing) company trying to take advantage of the localization drive.​

Xinxiang Technology: A leader in full-stack IT solutions for domestic semiconductor factories, customers will 100% renew their orders!​


Xinxiang Technology is China's leading semiconductor factory IT full-stack solution service provider, providing semiconductor factories with one-stop IT solutions including factory design, factory integration, production management, and long-term operations. Committed to becoming a strategic partner for integrated production of semiconductor factories.

It is understood that the CIM system, an important part of the semiconductor factory IT system, is a life-level system for semiconductor manufacturing and is the key to ensuring the production efficiency and yield control of the semiconductor factory. It is composed of MES, EAP, SPC and other industrial software. Has extremely high barriers to entry. The market has long been dominated by foreign companies.

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So far, Xinxiang Technology has completed hundreds of millions of yuan in Series B financing and applied for 91 intellectual property rights, including 51 software copyright authorizations, 7 utility model patent authorizations, and 33 invention patents. The company has also been recognized as a national high-tech enterprise, a potential unicorn enterprise in China, a quasi-unicorn enterprise in Wuxi, and a software core competitiveness enterprise in Jiangsu Province, and has completed ISO9001, ISO20000, ISO27001, ISO14001, ISO45001, and CMMI3 certifications.

As the first company in the Asia-Pacific region with completely independent intellectual property rights and the ability to provide full-stack IT solutions for semiconductor factories, Xinxiang Technology has followed the independent and controllable development trend of the semiconductor industry and ushered in a period of rapid development for the company. It has cooperated with dozens of well-known semiconductor companies and is a shining star in the field of semiconductor factory IT solutions.

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K

KYli

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Wrought said:
For what it's worth, I do think the signal-to-noise ratio is quite poor in this thread despite all attempts at moderation. There are too many people writing too many posts of too low quality without the qualifications required to contribute productively. Not only does this drown out the higher quality submissions by sheer volume, it actively drives away industry folks like @hvpc who are barraged whenever they try to deviate from the prevailing narrative, not necessarily out of any malice, but simply because there are a lot of people who disagree and have a voice (however misinformed).

This phenomenon is of course universal across all forms of social media, but that doesn't make it any less of a self-reinforcing degrading cycle. Blitzo compared the current semiconductor industry to PLA watching due to the politically-driven attention and increased opacity of development. If that's the case, I see no reason why this thread should not be subjected to the same standards as the PLA-watching ones.
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With all due respect, making this thread to be subjected to the same standards as the PLA-watching ones is good but won't resolve the dilemma for industrial experts such as hvpc encountered here.

Industrial experts such as hvpc posted many insightful and valuable posts which often are challenged, questioned with no appreciation and respect of their efforts to provide such information.

At the same time, tokenanalyst is right to say that members have the right to challenge and question what hvpc's posts because we don't want to blindly accept industrial experts' view just because they are experts don't mean they are always right.

However, it is difficult for experts such as hvpc to provide irrefutable proofs especially if it were insider information or he simply doesn't feel like to share. Even if it isn't top secret information, experts might not want to spend time and effort to constantly refuting members' challenging their views. Members need to understand and respect industrial experts are under no obligation to provide irrefutable proofs to them.

In the end of the day, if you wanted to resolve this dilemma, then you require to go a step further than PLA threads which is an understanding of forum etiquette and members make their points and move on and accept time is the ultimate truth teller.
 
Wrought

Wrought

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KYli said:
With all due respect, making this thread to be subjected to the same standards as the PLA-watching ones is good but won't resolve the dilemma for industrial experts such as hvpc encountered here.

Industrial experts such as hvpc posted many insightful and valuable posts which often are challenged, questioned with no appreciation and respect of their efforts to provide such information.

At the same time, tokenanalyst is right to say that members have the right to challenge and question what hvpc's posts because we don't want to blindly accept industrial experts' view just because they are experts don't mean they are always right.

However, it is difficult for experts such as hvpc to provide irrefutable proofs especially if it were insider information or he simply doesn't feel like to share. Even if it isn't top secret information, experts might not want to spend time and effort to constantly refuting members' challenging their views. Members need to understand and respect industrial experts are under no obligation to provide irrefutable proofs to them.

In the end of the day, if you wanted to resolve this dilemma, then you require to go a step further than PLA threads which is an understanding of forum etiquette and members make their points and move on and accept time is the ultimate truth teller.
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The dilemna doesn't need to be resolved because disagreements will always happen and that's not a problem. What is a problem and what will be resolved by raising the submission standards is one person saying something and ten others dogpiling on them. Because there won't be ten people with the necessary qualifications, and if there are and they all agree, then the one person must truly be exceptionally far from the truth.

As you say, no expert is perfect. But reducing the amount of noise here will hopefully prevent simple disagreements from driving people away. Unless they are so sensitive that they expect everyone to agree with their every word all the time, in which case they shouldn't be here anyway.
 
FairAndUnbiased

FairAndUnbiased

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Wrought said:
For what it's worth, I do think the signal-to-noise ratio is quite poor in this thread despite all attempts at moderation. There are too many people writing too many posts of too low quality without the qualifications required to contribute productively. Not only does this drown out the higher quality submissions by sheer volume, it actively drives away industry folks like @hvpc who are barraged whenever they try to deviate from the prevailing narrative, not necessarily out of any malice, but simply because there are a lot of people who disagree and have a voice (however misinformed).

This phenomenon is of course universal across all forms of social media, but that doesn't make it any less of a self-reinforcing degrading cycle. Blitzo compared the current semiconductor industry to PLA watching due to the politically-driven attention and increased opacity of development. If that's the case, I see no reason why this thread should not be subjected to the same standards as the PLA-watching ones.
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Just because many people here don't assert they're in the semiconductor or related industries, doesn't mean they're actually not in the industries.

It could be that they feel their content will do the talking and if they're wrong, they're wrong.

Here the only qualifications I can prove are I can type on a keyboard and maybe move the mouse sometimes.

But you can infer what I know based on the science I post. And I can infer something about others based on the science they post.

I don't accuse anyone of anything, you can see this based on my post record. I just talk about the science.
 
tphuang

tphuang

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接下来有三款新机上OV50E，50Mp 1/1.55"大底方案，中端机用它当主摄，旗舰机用它当副摄。
OV50H和OV50K打入高端旗舰阵列，懂自懂的某厂又开始定制新的超大底，技术遥遥领先，为后面的新旗舰准备
[并不简单]
Click to expand...

Get even better, looks like all the medium end phones will use OV50E as the main camera

OVH50H/K for flagship phones

and Huawei will use its own CIS in the future for flagship (maybe M70)

Great days ahead for Omnivision, SMIC & HW here
 
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tokenanalyst

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The Huawei effect pushing Xiaomi localization drive

Xiaomi Redmi launches 2 trillion output value plan and announces list of domestic IC supply chain partners.​


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Redmi announced a list of Chinese industry chain partners, including: TCL Huaxing, AAC, OV Howey Group, Lens Technology, Longqi Group, Sunwoda, Bourne, Visionox, Tianma, Sunny Optical, and Goodix Technology , Guanyu, Changxin Storage, Zhuosheng Micro, Awinic Electronics, Silicon Power, Weijie Chuangxin, Huaqin Technology, Wingtech Technology, Lingyi Intelligent Manufacturing, BYD Electronics, Tongda Group, OFILM, Goertek.

Redmi said that together with its partners in China's industrial chain, we believe that persisting in "hard-core innovation" is the proposition of the times, taking root in China and "linking" to the world is an inevitable choice, and "self-reliance and self-reliance while cooperating and opening up" is the only way to continue to develop. The rise of billion-level industrial clusters will reshape the global value chain.

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tokenanalyst

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Bitong Semiconductor Energy Technology Co., Ltd. completed a new round of financing of nearly 500 million yuan.​

In November 2023, Shanghai Bitong Semiconductor Energy Technology Co., Ltd., a domestic semiconductor thin film deposition equipment R&D and manufacturing enterprise, successfully completed a new round of financing of nearly 500 million yuan.

This round of financing received strong support from well-known industry and investment institutions such as Juntong Capital, Gimpo Innovation, Shanghai Science and Technology Group , Zhejiang Development Assets, SAIF Management, Sanyuan Capital, etc., and was pursued by many old shareholders such as Lihe Capital and Yangtze River Guohong. After this round of financing, Bitong Semiconductor will continue to increase investment in technology and product research and development, accumulate more outstanding talents, launch more varieties of domestic high-end thin film deposition equipment, and accelerate industrialization layout.

Founded in 2008, Bitong Semiconductor is a high-tech innovative enterprise integrating R&D, production, sales and technical support of high-end domestic semiconductor thin film deposition equipment. The company has always emphasized its continuous innovative product research and development capabilities and close cooperation with customers. So far, it has 73 authorized invention patents and a total of 165 other original patents, including international patents .

At present, the company's self-developed 12-inch PECVD, SACVD, magnetron sputtering PVD, radio frequency sputtering PVD, reactive ion sputtering PVD, and Thermal ALD products have successively entered various types and sizes of domestic wafer fabs and become the main equipment. At the same time, the high-capacity thick aluminum process, back gold process, and thermal aluminum hole filling trench process of 6-8-inch magnetron sputtering PVD are widely used in the manufacturing of domestic compound semiconductor SiC, GaN, IGBT, MOSFET and other power chips.​
 
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