Chinese semiconductor thread II

def333

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According to public information, its core assets have been split into multiple segments: the front-end lithography machine business has been injected into Shanghai Yuliangsheng Technology Co., Ltd., the back-end packaging lithography equipment has been separated into Chip-on-Micro, and Shanghai Microelectronics has retained the research and development of next-generation technologies such as extreme ultraviolet (EUV).

This appears to be inaccurate reporting. There is no equity or ownership relationship between SMEE and Shanghai Yuliangsheng.

According to SMEE’s press release last year, the front-end lithography business stays with SMEE, while the remaining product lines were spun off into a separate company, AMIES.
 

tphuang

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This is rather interesting. Not sure what to make of it. But Fudan University has come out with 32-bit RISC-V processors 2D semiconductors. Expects production to start in June.

But I'm really confused here. Aren't all the semiconductors already 2D? It says that this type of design can allow for much lower power consumption.
 

measuredingabens

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This is rather interesting. Not sure what to make of it. But Fudan University has come out with 32-bit RISC-V processors 2D semiconductors. Expects production to start in June.

But I'm really confused here. Aren't all the semiconductors already 2D? It says that this type of design can allow for much lower power consumption.
I'm fairly certain what they mean are single layer atomic-thickness materials like molybdenum disulfide (MoS2), which everyone is interested in for further transistor development.
 

tphuang

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so I looked over the articles on this dual use export ban. This covers like everything. diamond, CBN, ga, SiC, indium, Germanium, antimony and all the rare earth. If this gets enforced hard, this is going to kill Japan's semi industry.

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They are also doing anti duty investigation on Japan for import of Dichlorosilane, which is widely used in LPCVD to mix with ammonia for LPCVD.
 

tokenanalyst

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so I looked over the articles on this dual use export ban. This covers like everything. diamond, CBN, ga, SiC, indium, Germanium, antimony and all the rare earth. If this gets enforced hard, this is going to kill Japan's semi industry.

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They are also doing anti duty investigation on Japan for import of Dichlorosilane, which is widely used in LPCVD to mix with ammonia for LPCVD.
My guess is because these are industrial goods that have to be imported in large quantities from companies in China, Japanese companies will have to sign end user agreements and at any suspicion that these goods are used to manufacture military items and especially if those weapons are going to be exported to Taiwan, China will cut their entire supply.

I still think export controls are bureaucracy bump that make the life of companies that have nothing to do with military crap more difficult. but thanks to the US stooges and politicians this is the world we are living. My guess is that China is more agile than the US giving licenses but still this is the world we are living.
 

tokenanalyst

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The first phase of the Xiamen 8-inch SiC chip project has been put into operation.


On January 4th, Silan Microelectronics successfully held the commissioning ceremony for its 8-inch silicon carbide power device chip manufacturing production line and the groundbreaking ceremony for its 12-inch high-end analog integrated circuit chip manufacturing production line. This signifies that Silan Microelectronics' 8-inch SiC chip project has officially entered the operational phase.

According to reports, the project is located in Xiamen, Fujian Province, and is managed by Silan Microelectronics' subsidiary, Silan Jihong. The project covers an area of approximately 205 acres and has a total investment of 12 billion yuan. It will be constructed in two phases. The first phase has an investment of 7 billion yuan and will have an annual production capacity of 420,000 8-inch silicon carbide chips after reaching full production. After the second phase is put into operation, the total production capacity will increase to 720,000 chips per year, making it a world-leading 8-inch silicon carbide power device production line.

Silan Microelectronics stated that the project, with silicon carbide MOSFETs as its core product, primarily serves high-demand fields such as main drive inverters for new energy vehicles. It can fully meet the domestic demand for silicon carbide chips for new energy vehicles, while also providing high-performance silicon carbide chips for photovoltaics, energy storage, charging piles, AI server power supplies, and large-scale white goods intelligent power modules. It will also drive the coordinated development of domestic 8-inch silicon carbide substrates and related process equipment.

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tokenanalyst

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The Nanchong 12-inch project has reached its topping-out stage, with a monthly production capacity of 6,000 units.​


On the morning of December 31st, the topping-out ceremony for the Xitai Technology Nanchong 12-inch Silicon-based OLED Microdisplay Industrial Park project was held in Jialing District, Nanchong City, marking the successful completion of the main structure construction.

As Xitai Technology's second 12-inch silicon-based OLED production line, this line will primarily produce silicon-based OLED microdisplay devices. According to the project plan, its designed monthly capacity is 6K wafers, and subsequent steps will proceed according to schedule, including equipment installation and commissioning.

The project officially commenced in March 2025, covering a planned area of 125 acres with a total construction area of approximately 60,000 square meters. During construction, the project team steadily advanced according to the established construction milestones, ensuring the timely topping-out of the main structure.

In terms of technology and equipment configuration, the production line will adopt advanced equipment and software systems from the global semiconductor industry, integrating AI quality inspection, digital twin, and other technologies to ensure the intelligence and precision of the production process.

According to the project timeline, the production line is expected to achieve product lighting by the end of 2026 and officially enter the mass production stage in the second quarter of 2027. Upon completion, Xitai Technology will have a production line layout of "one 8-inch + two 12-inch" Micro OLED microdisplays and supporting modules.

The completion of this project lays the foundation for subsequent mass production. After production begins, Xitai Technology can further increase its production capacity and better meet the market demand for related devices from customers in the global near-eye display field.

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