Chinese semiconductor thread II

[tokenanalyst]

Xinqi micro-assembly has shipped more than 1,000 units, and the direct-write lithography equipment market is embracing a wave of growth.​

Xinqi Micropackaging: A leading company in domestic direct-write lithography equipment
Since its establishment in 2015, Core Microelectronics has focused on micro-nano direct writing lithography technology and successfully listed on the Science and Technology Innovation Board in 2021. The company has established an intelligent base in Hefei and will deliver the 1,000th device in 2023. The product line covers PCB and pan-semiconductor fields, serving more than 400 customers, including industry leaders.

PCB direct writing lithography equipment market prospects are promising
The global PCB market direct imaging equipment market size reaches US$900 million, and China’s market size is approximately US$500 million. As the proportion of high-end PCB categories increases, the demand for direct-write lithography machines increases. Xinqi's micro-packaging product matrix is complete, the proportion of high-end products has increased, and the market share is expected to grow rapidly.

Application scenarios in the pan-semiconductor field continue to expand
The company's products are widely used in pan-semiconductor fields such as IC, MEMS, and biochips. MAS4 equipment for IC substrates has reached a fine line width of 4 microns, which is equivalent to the level of international competitive products. The cooperation between advanced packaging equipment and enterprises such as is progressing smoothly, and the product volume is expected to accelerate.

Earnings forecasts and investment advice
It is expected that from 2023 to 2025, the company's total operating income and net profit attributable to the parent company will achieve significant growth. The current stock price corresponds to a price-earnings ratio of 50/29/22 times in the next three years, respectively, which has a valuation advantage. It is covered for the first time and given a "strong recommendation" rating.

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[olalavn]

GF cuts staff in Singapore and Taiwan, moves focus to India
This may be the trend of U.S. Chip companies in the future =))

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[olalavn]

March 14, at the 2024 Xuantie RISC-V Ecological Conference, Zhang Jianfeng, Dean of DAMO Academy, said, “In the second half of this year, everyone will be able to see the first terminal device based on RISC-V and Android on the market. "

According to reports, three years ago, Xuantie realized the adaptation of RISC-V to Android for the first time, opening up a new track for the RISC-V ecosystem to lead to a broad application market.

It is understood that in 2021, the Pingtouge Chip Open Community announced that it has completed the transplantation of Android 10 to RISC-V, and the Android 10 system can run smoothly on the Xuantie 910 chip.

Obviously, what Zhang Jianfeng is talking about is an Android device based on Xuantie RISC-V.

In addition to Android, Xuantie RISC-V has now completed in-depth integration with operating systems such as Debian, Fedora, Gentoo, Ubuntu, Dragon Lizard, Tongxin, openKylin, Skyworth Kukai system, and RTT.

The RISC-V architecture is considered to be the third path for China's chip industry after x86 and ARM architecture.

Ni Guangnan, an academician of the Chinese Academy of Engineering, once pointed out that the current CPU market is mainly monopolized by x86 and Arm architecture, and China wants to break this situation and achieve independent control. The open source RISC-V architecture will be a major opportunity and development direction.

 

[GiantPanda]

GF cuts staff in Singapore and Taiwan, moves focus to India
This may be the trend of U.S. Chip companies in the future =))

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Would love to see GF, Intel and Micron unwound their positions in East Asia for India

Unless they are ideological to the point of suicide, Wanwan and Korea should see benefits to working within an East Asian supply chain centered around China.

The Koreans are already seeing this for COMAC and the aviation industry:

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[olalavn]

Shanghai Microsystems has made important progress in the silicon-based indium phosphide heterogeneous integrated on-chip light source

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[huemens]

March 14, at the 2024 Xuantie RISC-V Ecological Conference, Zhang Jianfeng, Dean of DAMO Academy, said, “In the second half of this year, everyone will be able to see the first terminal device based on RISC-V and Android on the market. "

According to reports, three years ago, Xuantie realized the adaptation of RISC-V to Android for the first time, opening up a new track for the RISC-V ecosystem to lead to a broad application market.

It is understood that in 2021, the Pingtouge Chip Open Community announced that it has completed the transplantation of Android 10 to RISC-V, and the Android 10 system can run smoothly on the Xuantie 910 chip.

Obviously, what Zhang Jianfeng is talking about is an Android device based on Xuantie RISC-V.

In addition to Android, Xuantie RISC-V has now completed in-depth integration with operating systems such as Debian, Fedora, Gentoo, Ubuntu, Dragon Lizard, Tongxin, openKylin, Skyworth Kukai system, and RTT.

The RISC-V architecture is considered to be the third path for China's chip industry after x86 and ARM architecture.

Ni Guangnan, an academician of the Chinese Academy of Engineering, once pointed out that the current CPU market is mainly monopolized by x86 and Arm architecture, and China wants to break this situation and achieve independent control. The open source RISC-V architecture will be a major opportunity and development direction.

2 Weeks ago French cloud computing company Scaleway launched bare-metal RISC-V instances in their cloud using Alibaba's SoC.

SoC: T-Head 1520

• CPU (C910) RV64GCV 4 cores 1,85 GHz
• GPU (OpenCL 1.1/1.2/2.0, OpenGL ES 3.0/3.1/3.2, Vulkan 1.1/1.2, Android NN HAL)
• VPU (H.265/H.264/VP9 video encoding/decoding)
• NPU (4TOPS@INT8 1GHz, Tensorflow, ONNX, Caffe)

Memory: 16GB LPDDR4
Storage: 128 GB eMMC
OS: Debian, Ubuntu, Alpine

Cost: EUR 15.99 / month

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[tphuang]

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CETC here talks about developing the satcom chips to connect to Tiantong satellites for smart phones.

 

[henrik]

GF cuts staff in Singapore and Taiwan, moves focus to India
This may be the trend of U.S. Chip companies in the future =))

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Singapore chip sector cannot compete against Hong Kong in the long run due to Chinese factor.

 

[olalavn]

Jingjiawei, the leading domestic GPU manufacturer, recently announced that the Jinghong series of high-performance intelligent computing modules and complete products have been successfully developed and will be promoted to the market as soon as possible.

Jinghong series are high-performance intelligent computing modules and complete products for application fields such as AI training, AI reasoning, and scientific computing. They support mixed-precision operations such as INT8, FP16, FP32, and FP64, and support new multi-card interconnection technology for computing power. Extension.

It is compatible with mainstream CPU, operating system and server manufacturers at home and abroad. It can support the current mainstream computing ecology, deep learning framework and algorithm model library, greatly shortening the user adaptation verification cycle.

At present, with the further development of AI technology, general artificial intelligence and its applications will generate greater demand for computing power.

At present, the domestic intelligent computing power infrastructure has entered a stage of accelerated construction. Major demanders of intelligent computing power, including the Internet, government, and operators, have increased relevant investments. Both overseas and domestic AI chips are in short supply.

JM11 and JM13 will release in the future...

 

[olalavn]

Moore Thread Intelligent Technology (Beijing) Co., Ltd. "Circuits and methods, chips, and computing equipment for data standardization" was published. The application publication date is March 12, 2024, and the application publication number is CN117692008A.

The present disclosure relates to a circuit for data normalization, including: an input terminal configured to receive initial data; a shift control circuit including an n-level detection circuit, wherein the i-th level detection circuit is configured to: respond to the initial data The first non-zero value of is not within the shift range of the i-level shift, and the first signal value is output, otherwise, the second signal value is output; the shift circuit includes an n-level sub-shift circuit, wherein the n-th sub-shift circuit The input data of the circuit is initial data, and the input data of other-level sub-shift circuits is the output data of the previous-level sub-shift circuit, in which the i-th sub-shift circuit is configured to: respond to the input signal from the i-th level detection circuit. The first signal value performs an i-level shift on the input data in the direction of the first bit and outputs the shifted data, or outputs the input data in response to the second signal value from the i-th level detection circuit; the output terminal is configured is: output the output data of the first-stage sub-shift circuit as normalized data.