Chinese semiconductor industry

Jingsheng Shares recently stated in an institutional survey that the silicon market is still in an adjustment cycle, but some areas such as storage and special low-oxygen products have shown signs of recovery. During the recent business contact process, we have received updated plans and requirements from our customers, and the operating rate and capacity utilization rate of some of our customers' production lines are gradually recovering. Therefore, we expect this round of adjustment in the silicon industry to end in the second half of next year. Of course, despite the relatively sluggish silicon market this year, we have achieved certain results in the expansion of new customers and the promotion of export business, so that the silicon business still contributed part of the company's revenue this year.

In terms of products, Jingsheng Co., Ltd. said that regarding the silicon carbide crystal growth furnace, the liquid phase method can be used to make silicon carbide become liquid at high temperatures through doping. Compared with the PVT method, the liquid phase method can be observed and is more convenient to intervene during the crystal growth process. However, the liquid phase method is still in the early exploration and research stage of the industry, and its core problem is the lack of application data accumulation from downstream chip factories. The company successfully developed a liquid-phase silicon carbide crystal growth furnace in the early stage and has supplied it to many customers. However, judging from next year's order situation, PVT method crystal growth equipment still accounts for the majority.

According to disclosures, the internal testing of Jingsheng's cutting product prototype has been basically completed and is expected to be tested at customers within this year. If the test is successful, the product is expected to be officially launched next year. The prototype of the epitaxy equipment is expected to be completed next year and sent to customers for testing.

In terms of production capacity, Jingsheng shares said that in addition to the original factory, the company has added two new production bases through leasing this year, and the current annual production capacity is about 700 units. The headquarters production and R&D center, one of the investment projects, will be completed in the second half of next year. When it reaches full capacity, it will bring about 700 new units of production capacity to the company.​

Suzhou Science and Technology City, at present, the achievement transformation platform of Suzhou Zhongke Keyi's special magnetic levitation molecular pump project in the field of semiconductor core equipment has achieved the main structure of the full cap, and is expected to be officially put into use in 2024.

It is reported that after the project is completed, it will have the annual production capacity of 10,000 magnetic levitation molecular pumps, 100 leak detection engineering equipment and 500 leak detectors. It will leverage economies of scale through industrialization and create another distinctive and innovative gathering of elements in the Yangtze River Delta region. The integrated industrial highland supports regional high-quality development with high-level technology supply.

According to the official WeChat account of Hunan Chenzhou Economic Development Zone, the new semiconductor materials industrial park and supporting infrastructure construction project in Chenzhou Economic Development Zone has reached its cap.

It is reported that the total investment of the project is about 1 billion yuan. It is located on the east side of the intersection of Nanling Avenue and Industrial Avenue in Shigaitang District. It is invested and constructed by Chenzhou Fucheng High-tech Investment Co., Ltd. and Chenzhou Fenfendi Environmental Protection Information Technology Co., Ltd. repurchases it on schedule. The main industry is the high-purification preparation and deep processing incubation of scattered rare and precious metals in three parts of Central South University. It has set up 3 scattered metal pretreatment production lines, built 6 scattered metal high-purity preparation production lines, built 6 rare and precious metal pretreatment production lines, and built rare and precious metals. There are 6 high-purity preparation production lines, equipped with raw material collection and storage centers and supporting facilities.

After the project is fully put into production and achieves results, it is expected that the annual output value will reach more than 1 billion yuan, and the annual tax payment will be more than 30 million yuan.
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