Chinese semiconductor industry

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PopularScience

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Even Chinese semiconductor industry's most famous doomsayer, Leslie Wu, gave a new prediction just several days ago that China could reach 100% self-sufficiency in 28nm in 3 years... last time he said very bluntly that it would take 5-7 years.

the article has since then been deleted but I managed to find a version in the hidden corners of the internet:
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Maybe he is the one who spread rumour.
 

PopularScience

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Interesting. Military might be involved in EUV light source development.

Havok: 强调一点,EUV光源并非长春光机所一家研制,是众多科研院所学校合力研制,长光所一家是没有能力研制光源的所有部分的。长光所的LPP驱动光源来源有军方的影子,这点和华中科大不同。而且原文链接中并没有说“研制成功”
 

tphuang

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Interesting. Military might be involved in EUV light source development.

Havok: 强调一点,EUV光源并非长春光机所一家研制,是众多科研院所学校合力研制,长光所一家是没有能力研制光源的所有部分的。长光所的LPP驱动光源来源有军方的影子,这点和华中科大不同。而且原文链接中并没有说“研制成功”
I'm not sure why he said the last part. Clearly, it has not being successfully developed yet. They are just having a protytype that needs to now tested out and integrated into an actual EUV

Also, I'm not sure the point of reading from Leslie Wu. Anyone allowed to freely post everything he knows in large visible public spaces probably doesn't know much.
 
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tonyget

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Maybe he is the one who spread rumour.

Of course,there is just way too much rumour around Chinese semiconductors now,both inside and outside China,he is no exception. 99% of these rumours are fake,either over exaggerate or over underestimate. I don't look at any of these internet rumours,I now only look at official announcement from companies,or teardown reviews
 

tonyget

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I'm not sure why he said the last part. Clearly, it has successfully being developed yet. They are just having a protytype that needs to now tested out and integrated into an actual EUV

They haven't even decided which type of light source will be used on EUV machine,so it's too early to call
 

tphuang

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They haven't even decided which type of light source will be used on EUV machine,so it's too early to call
How do you know they have selected the light source yet? It looks like LPP light source to me

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Anyhow, some of news. Changhong have developed their own 40nm RISC-V MCU to be used in fridge, AC & other household electronics. Will look to expand to auto electronics, energy management & other electrical stuff in the future.

They are also designing doing more smart home products
 

tphuang

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StarPower with their 2022 annual general meeting of shareholders
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Meaningful parts
“2022年,公司生产的应用于主电机控制器的车规级IGBT模块持续放量,合计配套超过120万辆新能源汽车,其中A级及以上车型超过60万辆,同时公司在车用空调、充电桩、电子助力转向等新能源汽车半导体器件份额进一步提高
Its IGBT modules were used in electric motors for 1.2 million NEVs in 2022. (of which > 600k are a-class and above)
Share of auto AC, charging piles & electric power steering have also increased
并且公司车规级产品在海外市场取得进一步突破。车规级IGBT模块获得多家国际一线品牌Tier 1定点,预计2023年开始大批量供货,车规级SiC模块开始在海外市场小批量供货,搭载公司车规级IGBT模块的车型已远销欧洲、东南亚、南美等地区。
Its auto-grade IGBT modules is validated by many international tier 1 brands & will start supply in 2023. It's Sic module will supply in small batch in oversea markets. Models equipped with company's auto grabe IGBT have been exported to Europe, southeast Asia, south America & other regions.

基于第六代Trench Field Stop技术的全平台系列IGBT产品在12英寸产线实现大批量生产,产品覆盖650V-1700V。12英寸IGBT芯片产量迅速提高。

而第七代微沟槽Trench Field Stop技术的新一代车规级650V/750V IGBT芯片通过客户验证并开始大批量供货;新一代车规级1200V IGBT芯片产品通过客户验证,芯片电流密度较上一代产品提升超过35%,预计2023年开始大批量供货。
It's 6th gen 650V-1700V auto IGBT have started mass production in 12-inch production line. 12-inch IGBT production increasing very fast
It's 7th gen 650V/750V IGBT have been validated for mass supply. New auto grade 1200V IGBT hve been validated. New generation of product allows 35% improvements in electricity flow over previous generation. Will start delivery in 2023

2022年公司SiC芯片研发及产业化项目顺利开展,使用公司自主芯片的车规级SiC Mosfet模块预计2023年开始在主电机控制器客户批量供货。
It made SiC breakthrough in 2022 and will start delivering SiC Mosfet to customers in 2023

Also talked about IGBT usage in AC, heap pump, computer room precsion AC and other areas

而在产能方面,据斯达半导董秘张哲表示:“公司产品是自己设计,采用代工厂代工,目前这个阶段,很多芯片代工厂的产能已经过剩,但我们今年依然增加了三个产能,所准备的产能得到了很大的提升。”

其还透露:“我们的6寸厂已经开始扩产,目前月产能已经达到了近2万片。此外,在碳化硅方面,我们预计今年第四季度会开始升量明年开始增量,并且在代工厂已经开始进行小批量的生产,预计今年装车能达到几千辆。”
This is the confusing part. I thought they are just a fabless studio that have all their production done at Huahong, but now they are talking about having their own 6-inch fab. I'm not sure the point for that.

SiC production will deliver to several thousand cars this year, so very little
 

Dark Father

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Did little Olaf get spooked by the skyrocketing profits of Chinese SME companies?
I should not trust any Europeans. They have been willing supporters of the US carnage around the world in last 70 years and more willing partners in the carnage in the last 30 years in what they call in Eurocentric terms ''Middle East''. Fuck the Germans. We need wholesale semiconductor independence including those chemical gasses of the Germans.
 
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