broadsword
Brigadier
Where are they sourcing from?
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Where are they sourcing from?
They will probably smuggle them in from wherever. Not necessarily China. If they haven't already that is.
The Germans also sanctioned the Russians from buying gas turbines for Crimea a decade ago. Didn't stop the Russians from buying them in the second hand market and installing these themselves.
This is a small 28nm test facility so they won't be needing that many machines to begin with.
The Germans also sanctioned the Russians from buying gas turbines for Crimea a decade ago. Didn't stop the Russians from buying them in the second hand market and installing these themselves.
This is a small 28nm test facility so they won't be needing that many machines to begin with.
Bytedance invests in ReRAM new storage company Xinyuan Semiconductor?
Collecting news from Weibo and Tianyancha, news shows that Xinyuan Semiconductor (Shanghai) Co., Ltd. made a number of industrial and commercial changes on March 4, adding new shareholders such as PICOHEART (SG) PTE.LTD., and at the same time the registered capital increased by 4.64%, or Completed new financing.
Xinyuan Semiconductor (Shanghai) Co., Ltd. was established in 2019. It focuses on the research and development of new ReRAM storage technology and related chip products, covering high-performance industrial control/automotive SoC/ASIC chips, storage and computing integrated IP and chips, system-level memory chips, etc. . Its official website shows that as a domestic leader in ReRAM commercialization, Xinyuan Semiconductor has mastered integrated closed-loop technology capabilities, covering many aspects such as device materials, process processes, chip design, IP design, and pilot mass production. Xinyuan is the only company in mainland China to achieve mass production of advanced process ReRAM, and it is also one of the fastest commercializing companies in the world for new memory products.
South Korean conglomerates Samsung, LG, and SK, have suspended USA construction projects amid soaring costs and subsidy uncertainties ahead of the presidential election, media report, including Samsung’s US$17 billion chip fab in Taylor, Texas, which might require as much as $8 billion more for construction due to soaring labor and materials costs...
no direct relation with Chinese semiconductor news but still its very important to see the trend.. USA is unable to produce cutting edge chips. they have lost it.
The winner is Intel the favored Child, the Koreans are clever, they don't want to be harvested unlike the stupid Taiwanese who did.
Even Intel has been kind of screwed.
"Pentagon Scraps Plan to Spend $2.5 Billion on Intel Grant
March 12, 2024
...
The defense funding was part of a spending package that President Joe Biden signed into law over the weekend, and it allocates $3.5 billion for Intel to produce advanced defense and intelligence-related semiconductors.
Commerce, which disburses Chips Act grants, had previously only been responsible for $1 billion of the cost. But the Pentagon, which initially promised to cover the rest, scrapped that plan in the days leading up to a government funding deadline, said the people. Lawmakers then directed Commerce to use other Chips Act funds to make up the balance."
The DoD scrapped the money it was going to give to Intel. If the US government gives them this money from the Chips Act funds it means less money to the other participants.
1.5 billion! Ruihong Suzhou high-end photoresist headquarters project signed
On March 12, Rongda Photosensitive announced that its i-line photoresist can meet the chip process requirements for line widths of 0.35μm and above.
On March 12, Rongda Photosensitive announced that its i-line photoresist can meet the chip process requirements for line widths of 0.35μm and above.
The US government is figuring out that semiconductor funding is an expensive pleasure. The price of a factory with the latest process doubles every generation. To continue at the leading edge requires continuous funding. The US market size alone does not justify building a competitive fab with enough capacity either. You will have to build a smaller fab with bad economics. And that's without considering the many other factors which make semiconductor fabrication in the US less competitive than in Asia.
There might be a semi conductor bubble since the US is forcing uneconomical factories to be built in the US. Only China has a legit reason to build up semi conductor factories since they are constantly be denied access to semis.
Ankai Micro: 12nm FinFET process design and development work has begun
Recently, Ankaiwei said in an institutional survey that the company has begun research and development work on 12nm FinFET process design. What is planned is an 8K high-definition IoT camera chip with higher computing power.
In addition, in terms of SoC chips, Ankaiwei said that the company's SoC chips are highly integrated and integrate multiple functional modules such as CPU, ISP, NPU, audio and video codecs on a single chip. The chip manufacturing processes currently on sale are mainly 22nm and 40nm. After years of accumulation, on the one hand, the SoC chips developed by the company have reached the ultimate balance in "PPA" - that is, power consumption, performance and area; on the other hand, the company has formed a certain reserve of self-developed IP, which already has more than 60 categories. Circuit design IP lays the foundation for the rapid launch of new products. As the product series becomes more and more abundant, the company's products become more and more sticky to customers, and the scope of market expansion becomes wider and wider.
According to the 2023 annual performance report released by Ankaiwei, the company achieved operating income (unaudited) of 572.5282 million yuan in 2023, a year-on-year increase of 12.5%.