Chinese semiconductor industry

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tokenanalyst

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Yaozhou Technology: Successful development of Micro LED wafer inspection equipment may solve the "pain points" of large-scale commercial use​


The bottleneck that restricts the large-scale commercialization of next-generation display technology Micro LED is expected to be broken by this company. On December 19, 2023, news from Chongqing Zhongke Yaoluchuan Information Technology Co., Ltd. (hereinafter referred to as Yaoluchuan Technology) stated that the company has successfully developed Micro LED wafer inspection equipment, which can help display panel companies solve huge quantities of The difficulty in accurately transferring chips and the difficulty in detecting dead pixels are two major "pain points" that make Micro LED technology difficult to commercialize on a large scale. This month, the equipment will undergo application testing on the production line of a domestic display panel company.

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tokenanalyst

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VeriSilicon plans to raise no more than 1.8 billion yuan to invest in Chiplet and next-generation IP R&D projects.​

VeriSilicon announced on December 23 that the company plans to issue A shares to specific targets to raise a total amount of funds not exceeding 1,808.1569 million yuan (inclusive). The total amount of funds raised this time is after deducting issuance expenses. It will be used in chiplet solution platform research and development projects in the field of AIGC and smart travel, as well as new generation IP research and development and industrialization projects for AIGC, graphics processing and other scenarios.

AIGC and chiplet solution platform research and development project in the field of smart travel

The company's chiplet R&D projects focus on the AIGC Chiplet solution platform and the smart travel chiplet solution platform. The main R&D results are applied to SoCs in the AIGC and autonomous driving fields, and a complete set of software platforms and solutions for related fields have been developed. By developing chiplet technology, the company can maximize the value of its advanced chip design capabilities and semiconductor IP research and development capabilities. Combined with the company's rich mass production services and industrialization experience, it can not only continue to engage in semiconductor IP licensing business, but also upgrade For chiplet suppliers, we can improve the company's IP reusability, effectively reduce the design costs and risks of chip customers, shorten the chip R&D iteration cycle, help chip manufacturers, system manufacturers, Internet manufacturers and other companies to quickly develop high-performance computing chip products and reduce the cost of large-scale computing. The threshold of scale chip design.
New generation IP R&D and industrialization projects for AIGC, graphics processing and other scenarios

Based on existing IP, this project will develop high-performance graphics processor (GPU) IP, AIIP, and a new generation of image signal processor AI-ISP with integrated neural network accelerator for AIGC and data center applications, iterating IP technology, Enrich IP reserves to meet downstream market needs. The implementation of the project will help give full play to the company's existing technical and product advantages, consolidate the company's market position in the industry, expand market share, and lay a solid foundation for the company's sustainable development and expansion.

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tphuang

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What I see in the Twitter picture is the K9000SL has three cores with a frequency of 1530MHz
Actually, my bad. You are right on this one. One less medium core and one less small core.

looks like bigger downgrade than I expected.

K8000 said to be octa core 1 a77 + 3 a77 + 4 a55 & Mali g610.

I would be curious now to see what floor plan looks like and if die size is smaller or chip is easier to fab
 

LanceD23

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Kirin chips are produced by SMIC

SMIC makes at least the advanced chips for Huawei. based on hvpc, Huawei right now is trying to validate domestic tools for 14nm

Lingang is for 28/40/55nm node, which btw, is hugely important.

I have a question on this one. Seems like no one can for sure say SMIC produces the chip for Huawei. Everybody is just guessing
I mean, SMIC's western machines are remote connected to those vendors and if SMIC indeed produce for them, then equipment vendors for fure would know. if software update, maintenance, troublehooting...etc those vendors personnels would be on site at SMIC. They would know first hand.
ASML, Applied materials can't definitely say to US government SMIC produce for Huawei.
The tech insight report may indicates SMIC but SMIC can license its tech out, no?

So this remains to be a mystery.
 

gelgoog

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There is next to zero chance the advanced Huawei SoCs are made anywhere else than at SMSC. SMSC is basically a joint venture between SMIC, the Chinese central government, and the Shanghai municipal government. This was the ownership structure of SMSC in 2020:

"The registered capital of SMSC was owned as to approximately 38.515%, 14.562%, 23.077%, 12.308% and 11.538% by SMIC Holdings, China IC Fund, China IC Fund II, Shanghai IC Fund and Shanghai IC Fund II, respectively."

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tphuang

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I have a question on this one. Seems like no one can for sure say SMIC produces the chip for Huawei. Everybody is just guessing
I mean, SMIC's western machines are remote connected to those vendors and if SMIC indeed produce for them, then equipment vendors for fure would know. if software update, maintenance, troublehooting...etc those vendors personnels would be on site at SMIC. They would know first hand.
ASML, Applied materials can't definitely say to US government SMIC produce for Huawei.
The tech insight report may indicates SMIC but SMIC can license its tech out, no?

So this remains to be a mystery.
yes, SMSC has been doing its own maintenance. If that's what you are asking. It's quite amazing that they've been able to keep this capacity going. Keep in mind that AMAT and Lam employees left smsc back in October of 2022, so SMIC has been operating plant without any American assistance for a while.

What does you mean by license its tech out? How do you license your fabbing tech out for something as complex as 7nm process and expect it to be followed correctly without the same staff around? People that suggest this makes it sound like you are licensing out chip designs

Which other Chinese fabs have the same equipments to even do SMIC's 7nm process?
 
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