Chinese semiconductor industry

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european_guy

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Xin Yaohui talks about self-research of advanced interface IP: never seek easy things, never take refuge in things​


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This company, with English name AkroStar
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, is an IP provider specialized in data interfaces IP.

What caught my attention is this:

under the current complex international situation, this is crucial to meeting the needs of domestic customers. The DDR5 IP independently developed by Xin Yaohui has achieved the industry's highest frequency of 6400MHz based on the 12nm process, while other manufacturers around the world have achieved it on more advanced process platforms

Who needs DDR5 data interface at 12nm node, i.e. localized on China foundries? Chinese DRAM and DRAM controller firms, for instance.

This is a step forward to localized DDR5/LPDDR5 memory. After CXMT road map disclosure of few days ago, is more and more clear 2024 will be the year.

BTW 6400 Mhz is also the base frequency of HBM 3 standard.
 

gelgoog

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This company, with English name AkroStar
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, is an IP provider specialized in data interfaces IP.
...
Who needs DDR5 data interface at 12nm node, i.e. localized on China foundries? Chinese DRAM and DRAM controller firms, for instance.

This is a step forward to localized DDR5/LPDDR5 memory. After CXMT road map disclosure of few days ago, is more and more clear 2024 will be the year.
This is a memory controller. You would put it in a processor, SoC, or northbridge. Not in DRAM.
 

tphuang

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Silan Micro completing raising 4.9B RMB funding from issuance of 248 million more shares

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It is using additional funding for 360k wpy of 12-inch chips, SiC power chip & auto chip packaging project

Goal of reaching 6k wpm of 6-inch SiC production by end of the year vs 3k wpm before
 

tokenanalyst

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Debon Technology: Verification of four materials is progressing smoothly​

Debon Technology released the survey minutes, which mainly introduced the company’s latest progress and future plans in the field of chip-level packaging materials. The four materials include die-hard adhesive film (DAF/CDAF), AD adhesive, underfill adhesive, and chip-level thermal interface material (TIM1). The verification is progressing smoothly in cooperation with multiple design companies and packaging and testing factories.

As a leading domestic supplier of chip-scale packaging materials, Deppon Technology's products have broad application prospects in the domestic market. Die bonding adhesive film (DAF/CDAF) is one of the most popular products on the market currently. In addition to die bonding adhesive film, Deppon Technology's other chip-level packaging materials are also progressing smoothly. AD glue and underfill glue have been verified by some customers and received small batch orders. These products have reached the domestic leading level in terms of performance and quality and have high market competitiveness.

In addition, Deppon Technology is also actively promoting customer verification of chip-level thermal interface materials (TIM1). This product is a high-performance thermal conductive material newly developed by Debon Technology. It has the advantages of high thermal conductivity and high reliability, and is suitable for heat dissipation problems of various electronic devices. Currently, this product is being actively promoted and is expected to become an important growth point for the company in the future.

Although its UV film series, die-hardening adhesive series, thermal conductive series materials and other products are currently not large in scale, with a scale of tens of millions, and other new products are still in the introduction and verification stage, Deppon Technology has been making steady progress.

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tokenanalyst

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In the last decade and half I hear-read everything from the shifting narrative of the think tankers in D.C. from 5G to chips and what to do.
- Ban the chips, allow fabbing abroad and domestic.
- Let them buy the chips, allow abroad fabrication, ban the tools for domestic fabrication.
- Let them buy the chips, ban abroad fabrication, ban the tools for domestic fabrication.
- Ban the chips, ban abroad fabrication, ban the tools for domestic fabrication.

Due how expensive export controls is and has always been for US companies, the Obama administration adopted the concept of "small yard high fence" approach for export controls but this is not "the small yard high fence" that the current stooges in the White House are telling everyone or the one they hoped for.
The stakes have never been this high, is not just Huawei, this is probably forcing Chinese companies that otherwise would have not even consider the idea of investing and even getting in, not just into chip design but way deep into semiconductor manufacturing itself including in wafer processing equipment <like my last Lenovo post>. For example the pressure for developing a high end lithography supply chain have grown to stratospheric levels, is not now just the government lab project aimed mainly for defense-aerospace production but now has become a matter of survival for a trillion dollar sector. Is pretty grim for ASML who doesn't want more competition in a pretty niche area especially if they are going to have their hands tie to their backs by Western governments.​
 
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tphuang

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very interesting to look at Sunway (shenwei)'s new super computer use SW26010-Pro processors. It's now officially the 2nd fastest super computer in the world. Although who knows what unreported super computers in china have.

Seems like they just packed in an absurd amount of cores in here to get the high computation
 

tokenanalyst

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very interesting to look at Sunway (shenwei)'s new super computer use SW26010-Pro processors. It's now officially the 2nd fastest super computer in the world. Although who knows what unreported super computers in china have.

Seems like they just packed in an absurd amount of cores in here to get the high computation
I Wonder if they are fabbed in a single die or they are using chiplets.
Was wondering if 1 million celerons can surpass Frontier, the first place.


Pretty efficient for that number of cores, maybe due that is not a normal processor but a manycore, each processor has almost 400 cores.

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