Chinese semiconductor thread II
- Thread starter vincent
- Start date
old news bro..
Harbin institute of the technology, in charge of interferometer dev for EUV, won award+got accepted for its "High Precision Laser Interferometer" in Dec 2022. IIRC, Machine overlay involving interferometer determines the accuracy of lithography scanner.
Received China's 2022 national sci&tech award last month
On 03/07/2023, HIT successfully tested "Ultra high precision Laser Interferometer" with:
Displacement resolution of 5pm, displacement measurement std of 30pm, measurement noise energy density < 5pm/ √ Hz
New orders signed exceed 30 billion yuan, and Northern Huachuang’s net profit in 2023 is expected to increase by 53.44%-76.39% year-on-year.
Northern Huachuang released a performance forecast for 2023, stating that the annual revenue is expected to be 20.97 billion yuan-23.10 million yuan, an increase of 42.77%-57.27% over the same period last year; it is expected to be attributed to shareholders of the listed company. The net profit is 3.610 million yuan - 4150 million yuan, an increase of 53.44% - 76.39% over the same period last year; the net profit after deducting non-recurring gains and losses is expected to be 3.300 million yuan - 3800 million yuan, an increase of 56.69% over the same period last year - 80.43%.
Regarding the main reasons for the increase in expected operating performance in 2023 compared with the same period last year, Northern Huachuang explained as follows:
1. The company always adheres to customer demand-oriented product innovation. In 2023, its main business will show a good development trend, and its market recognition will continue to increase. It is used in dozens of types of etching, thin films, cleaning and furnace tubes in the field of high-end integrated circuits. Process equipment has achieved technological breakthroughs and mass production applications, and process coverage and market share have been greatly improved; in 2023, the company's new orders will exceed 30 billion yuan, of which the integrated circuit field will account for more than 70%.
2. The company continues to promote cost reduction and efficiency improvement, the diversified supply chain guarantee capability has been continuously enhanced, the level of mass production and delivery has been effectively improved, and the scale effect has gradually emerged. In 2023, the net profit attributable to shareholders of listed companies will achieve significant year-on-year growth.
Regarding the main reasons for the increase in expected operating performance in 2023 compared with the same period last year, Northern Huachuang explained as follows:
1. The company always adheres to customer demand-oriented product innovation. In 2023, its main business will show a good development trend, and its market recognition will continue to increase. It is used in dozens of types of etching, thin films, cleaning and furnace tubes in the field of high-end integrated circuits. Process equipment has achieved technological breakthroughs and mass production applications, and process coverage and market share have been greatly improved; in 2023, the company's new orders will exceed 30 billion yuan, of which the integrated circuit field will account for more than 70%.
2. The company continues to promote cost reduction and efficiency improvement, the diversified supply chain guarantee capability has been continuously enhanced, the level of mass production and delivery has been effectively improved, and the scale effect has gradually emerged. In 2023, the net profit attributable to shareholders of listed companies will achieve significant year-on-year growth.
Tongfu Microelectronics plans to participate in the establishment of Huahong Hongxin Phase II Industrial Fund
On January 15, Tongfu Microelectronics issued an announcement about participating in the investment and establishment of industrial funds and related transactions, saying that in order to seize the strategic development opportunities in the upstream and downstream chip design, equipment, materials and components of the semiconductor industry chain, it will further promote the company To promote industrial development and effectively integrate industrial resources, Tongfu Microelectronics will cooperate with Shanghai Huahong Investment Development Co., Ltd. (hereinafter referred to as "Huahong Investment") and Shanghai Guofang Private Equity Fund Management Co., Ltd. (hereinafter referred to as "Guofang Capital") in 2021 ) and others jointly established Shanghai Huahong Hongxin Private Equity Fund Partnership (Limited Partnership) (referred to as "Huahong Hongxin Phase I Fund"), and the company subscribed for a capital contribution of RMB 100 million from Huahong Hongxin Phase I Fund.
Up to now, Huahong Hongxin Phase I Fund has been operating smoothly and achieved good market reputation and solid investment performance. Now all parties plan to jointly establish Huahong Hongxin Phase II Industrial Fund. The form of the industrial fund is a limited partnership, and the total fund size is simulated to be 1.0-1.2 billion yuan, of which Huahong Investment plans to subscribe for an investment of 200 million yuan in the fund, and the company plans to subscribe for an investment of 100 million yuan in the fund. Yangtze River Delta Synergy leads the way (Shanghai) Private Equity Partnership (Limited Partnership) (hereinafter referred to as "Yangtze River Delta Collaborative Leadership") plans to subscribe for a capital contribution of 300 million yuan in the fund. The general partner of the fund is Shanghai Hongfang Enterprise Management Partnership (Limited Partnership) (hereinafter referred to as "Fund GP" or "Shanghai Hongfang") intends to subscribe for capital at no less than 1% of the final closed fundraising scale of the fund. The fund manager is Shanghai Guofang Private Equity Fund Management Co., Ltd. (hereinafter referred to as "Guofang Capital"). The remaining LP investment will be raised by state capital.
Maiwei Co., Ltd.’s integrated semiconductor wafer grinding and polishing equipment was successfully delivered to Huatian Technology
Maiwei Semiconductor wafer grinding and polishing integrated equipment was successfully delivered to Huatian Technology
Recently, the integrated semiconductor wafer grinding and polishing equipment of Maiwei Co., Ltd. (300751) was successfully shipped to Huatian Technology (002185) (Jiangsu) Co., Ltd. (hereinafter referred to as "Jiangsu Huatian"), the leading domestic packaging and testing company, and was also supplied simultaneously. 12-inch wafer thinning equipment and wafer laser grooving equipment.
This cooperation marks that the performance indicators of the company's first domestic (dry polishing) integrated wafer grinding and polishing equipment independently developed by the company have reached expectations, and client product verification has begun.
Recently, the integrated semiconductor wafer grinding and polishing equipment of Maiwei Co., Ltd. (300751) was successfully shipped to Huatian Technology (002185) (Jiangsu) Co., Ltd. (hereinafter referred to as "Jiangsu Huatian"), the leading domestic packaging and testing company, and was also supplied simultaneously. 12-inch wafer thinning equipment and wafer laser grooving equipment.
This cooperation marks that the performance indicators of the company's first domestic (dry polishing) integrated wafer grinding and polishing equipment independently developed by the company have reached expectations, and client product verification has begun.
This sort of scenario has long been expected
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China’s Chip Output May Double in Five Years, Barclays Says
bloomberg.com/news/articles/2024-01-11/china-s-chip-output-may-double-in-five-years-barclays-says
China’s chipmaking capacity will more than double in five to seven years based on local manufacturers’ existing plans, “materially more” than the market expects, according to research from Barclays analysts.
Most of that additional production capacity could be added in the next three years, based on an analysis of 48 chipmakers with fabrication plants in mainland China, the research showed.
“Local players are still underappreciated,” analysts including Joseph Zhou and Simon Coles said in the note on Thursday. “There are materially more local semiconductor manufacturers and fabs in China than suggested by mainstream industry sources.”
China is working toward technological self-sufficiency, something that’s become more difficult after the US and some of its allies restricted what tech companies were allowed to sell into the Asian country. Chinese firms have accelerated purchases of vital chipmaking tools to support the ramp-up and to build supplies ahead of new bans.
Leading chip gear producers, including the Netherlands’ ASML Holding NV and Japan’s Tokyo Electron Ltd., saw an inrush of orders from China last year.
Most of the additional capacity will go to producing chips using older technology, the analysts said. These legacy semiconductors — at 28 nanometers and above — are at least a decade behind the most advanced chips, but are widely used in systems such as home appliances and automobiles.
These chips could theoretically cause an over-supply in the market, the Barclays analysts said, though “we see this as at least some years away, likely 2026 at the earliest, and dependent on the quality achieved as well as any new trade restrictions.”
China’s ambition in legacy semiconductors has drawn attention from the US Commerce Department, which plans to gather information on how deeply reliant US firms have become on the technology from China. Bloomberg News reported in December that the US could impose tariffs or other trade restrictions to counter China’s push.
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China’s Chip Output May Double in Five Years, Barclays Says
bloomberg.com/news/articles/2024-01-11/china-s-chip-output-may-double-in-five-years-barclays-says
- Analysts say 60% of the capacity gains can come in three years
- Legacy chips will account for most of the extra production
China’s chipmaking capacity will more than double in five to seven years based on local manufacturers’ existing plans, “materially more” than the market expects, according to research from Barclays analysts.
Most of that additional production capacity could be added in the next three years, based on an analysis of 48 chipmakers with fabrication plants in mainland China, the research showed.
“Local players are still underappreciated,” analysts including Joseph Zhou and Simon Coles said in the note on Thursday. “There are materially more local semiconductor manufacturers and fabs in China than suggested by mainstream industry sources.”
China is working toward technological self-sufficiency, something that’s become more difficult after the US and some of its allies restricted what tech companies were allowed to sell into the Asian country. Chinese firms have accelerated purchases of vital chipmaking tools to support the ramp-up and to build supplies ahead of new bans.
Leading chip gear producers, including the Netherlands’ ASML Holding NV and Japan’s Tokyo Electron Ltd., saw an inrush of orders from China last year.
Most of the additional capacity will go to producing chips using older technology, the analysts said. These legacy semiconductors — at 28 nanometers and above — are at least a decade behind the most advanced chips, but are widely used in systems such as home appliances and automobiles.
These chips could theoretically cause an over-supply in the market, the Barclays analysts said, though “we see this as at least some years away, likely 2026 at the earliest, and dependent on the quality achieved as well as any new trade restrictions.”
China’s ambition in legacy semiconductors has drawn attention from the US Commerce Department, which plans to gather information on how deeply reliant US firms have become on the technology from China. Bloomberg News reported in December that the US could impose tariffs or other trade restrictions to counter China’s push.
China currently controls about 30% of manufacturing capacity globally for 50-180nm chips that are commonly used in power switches, internet-of-things (IoT) devices and sensors. The figure is expected to grow to 35% within the next five years and 46% within a decade.
TrendForce, a Taipei-based market intelligence provider, said in a last October that only about 30% of the global production capacity will be used to make advanced chips below 16nm by 2027 while the remaining 70% will still be used to make chips above 28nm.
It said China’s share in global mature process capacity is anticipated to grow from 29% in 2023 to 33% in 2027 while Taiwan’s share will fall from 49% to 42%. Major players in China include Semiconductor Manufacturing International Corp (SMIC), HuaHong Group and Nexchip.
Source
asiatimes.com/2024/01/us-china-chip-war-may-extend-to-legacy-chips/
TrendForce, a Taipei-based market intelligence provider, said in a last October that only about 30% of the global production capacity will be used to make advanced chips below 16nm by 2027 while the remaining 70% will still be used to make chips above 28nm.
It said China’s share in global mature process capacity is anticipated to grow from 29% in 2023 to 33% in 2027 while Taiwan’s share will fall from 49% to 42%. Major players in China include Semiconductor Manufacturing International Corp (SMIC), HuaHong Group and Nexchip.
Source
asiatimes.com/2024/01/us-china-chip-war-may-extend-to-legacy-chips/
Heyuan Gas: It is expected that the revenue scale and product structure will undergo major changes this year
The overall construction of Qianjiang Industrial Park has been basically completed. Among them, high-purity ammonia is in the trial production stage, the quality has reached 7N and is operating stably. Sales preparation and certification are being done; carbonyl sulfide, high-purity chlorine, high-purity hydrogen chloride, and industrial hydrogen chloride It can be completed and reach trial production conditions in the near future. As the products of Qianjiang Industrial Park are gradually put into production, the product chain will be basically formed and the industrial chain will be gradually improved, which will play a positive role in promoting the company's future benefits.
Yichang Industrial Park currently has stable operation and sales of trichlorosilane and silicon tetrachloride. 5000t/a electronic grade silane, silane coupling agent and fluorine-based electronic special gas are under construction and installation. It is expected to be in the first half of 2024. It was gradually completed and put into production.
Heyuan Gas also stated that with the production of these products in the two major industrial parks, the company's revenue scale and product structure are expected to change significantly in 2024.
It is also reported that Heyuan Gas has accumulated rich technical experience and talents in gas separation and purification, etc., and through talent introduction as needed, and jointly with multiple universities to form the company's R&D technical team, established according to different technical paths The three major R&D departments conduct research and development and technological innovation in various technical fields and process paths for various electronic special gases, electronic chemicals, fluorine-based special gases, silicon-based new materials, air separation gases, etc.