Chinese semiconductor thread II

siegecrossbow

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Interesting how there are still a lot naive people in this topic inside China. US stooges are like opportunistic predators, they smell weaknesses like sharks smell blood. The reason why SMIC, YMTC, Huawei and others where target and are in this predicament is because they had a weakness that was explotiable and weaponized by predators in D.C. And as long the weakness persist will be weaponized and not amount idealistic ideas on "globalization", "division of labor" and "collaboration" is going to change the mind of an 80 year old US senator.

The Author implies that China should stick to mature nodes and forget AI chips, that they should buy those from Nvidia, I guess. Ok, Is almost sure that Nvidia chips are going to be blocked again and again again and then what?

The Author implies that even if China is stuck making refrigerators chips, Naura, AMEC, Skyverse, SMEE and others shouldn't replace LAM, AMAT and ASML as primary suppliers. I think if China is going to be stuck making refrigerator chips at least should be stuck with their own tools rather than borrow tools. At least they can improve their own tools. The same cannot be said of US made tools. The most advanced scanner that ASML will be allow to sell China is the 1970I even in 2050. Once China EUV comes online Western stooges will have to reconsider that.

The Author implies, foreign is better, domestic tools aren't good enough, always choose foreign. I think maybe or maybe not, but at the end of the day the only way domestic tools are going to get better is: By using them. from Pilot fabs, to trial production, to real production and them continuous improvement year by year.

The irony is that the only way for China to achieve the "collaboration", "the openness", "the division of labor" that the author implies is to show to the stooges in the West that China has the capabilities of replacing the market share of companies restricted to sell in China by these stringent overreaching export controls. That is how historically has worked.
I agree that the door should be open to US and foreign companies but to sell their best and latest products not to dump old products at the expense of domestic companies.

The author calls everyone who disagree "irrational" and "emotional" but I Think that naivete is "irrational" and "emotional". I understand the anxiety given China history but in this case is others trying to isolate China not otherwise.

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It isn’t so much naivety as a form of mental slavery. While boomers have built up China to the super power it is today a lot of them have innate psychological fear of Western powers because when China first opened its doors in the 80s the social-economic/technological chasm appeared insurmountable. As younger people of millennial and Z generation enter positions of power, you will see a shift in how China responds to foreign aggression.
 

huemens

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US lawmakers push to curb China's access to chipmaking tools​

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"We urge the Administration to press allies to implement countrywide controls on key chokepoint semiconductor manufacturing equipment and subcomponents: that is, all equipment and subcomponents that China cannot produce indigenously," the letter to U.S. Secretary of State Marco Rubio and Commerce Secretary Howard Lutnick said.
Lawmakers also asked U.S. President Donald Trump's administration to provide a briefing within the next month outlining its strategy for securing allied cooperation on broad, countrywide controls targeting critical semiconductor manufacturing equipment and components.
 

huemens

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Applied Materials to pay $252 million over illegal exports to China​

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The U.S. Department of Commerce on Wednesday announced a $252 million settlement with Applied Materials for illegally exporting chipmaking equipment to China's top chipmaker Semiconductor Manufacturing International Corp.
In documents released on Wednesday, the Commerce Department said Applied Materials shipped ion implanters - a critical piece of equipment for chip manufacturing - first to Applied Materials Korea for assembly and then onward to China without applying for and receiving the required export license.
The Santa Clara, California-based semiconductor equipment company and its South Korean subsidiary made illegal shipments on 56 occasions in 2021 and 2022, the department said in a statement. The value of the goods illegally shipped was about $126 million to SMIC, it added.
 

gotodistance

Junior Member
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Chosun Biz reports CXMT 1a yield at 50%, limiting production currently.

According to Counterpoint Research, a market research company, the yield of 1x (10-nanometer 1st generation) DRAM, CXMT's main process, is 42% lower than that of 3 memory companies such as Samsung Electronics and SK Hynix. In the case of Samsung Electronics and SK Hynix, the yield of 1a process is classified as a mature process, but in the case of CXMT, it is still around 50%.

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tokenanalyst

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Hongtai Semiconductor initiates A-share IPO and completes listing guidance filing.​


Nanjing Hongtai Semiconductor Technology Co., Ltd., a Jiangsu-based semiconductor testing equipment manufacturer, officially initiated its A-share IPO by completing the listing guidance filing with the Jiangsu Securities Regulatory Bureau, as announced on the China Securities Regulatory Commission (CSRC) website. CITIC Securities serves as the lead underwriter.

Founded in November 2018 with a registered capital of 90 million yuan, Hongtai Semiconductor is led by Chairman and General Manager Bao Zhijie, who indirectly controls 47.23% of the company’s voting rights through five shareholding platforms and one joint venture. The company has no controlling shareholder due to its relatively dispersed ownership among 38 shareholders.

The firm specializes in R&D, production, and sales of semiconductor testing equipment, offering comprehensive solutions including SoC testers, analog testers, power device testers, sorters (wafer, three-temperature, SiC KGD), AOI inspection systems, and integrated test platforms.
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Hongtai Semiconductor raised hundreds of millions in Series C and C+ rounds in December 2022, with key investors including Shangrong Capital, BYD, E Fund Management, CETC, Gaoxin Capital, and China Electronics Fund. BYD holds a 2.97% stake, making it the 12th largest shareholder.

The company’s technical team includes seasoned experts with over 20 years of experience in ATE (Automated Test Equipment) development, capable of designing advanced testing systems for high-speed digital, analog, mixed-signal, and RF ICs.

Under the guidance plan, Hongtai Semiconductor aims to finalize its IPO preparations by October 2026 and proceed with listing activities.

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tokenanalyst

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Jingrui Electric Materials plans to invest 600 million yuan to build a key materials base for integrated circuits.​

Jingrui Electric Materials (300655) issued an announcement stating that the company signed an investment agreement with the People's Government of Pengshan District, Meishan City, and plans to invest in the construction of a comprehensive base for key materials supporting the integrated circuit manufacturing industry chain in western China in Pengshan Economic Development Zone, Sichuan Province.

The base mainly includes a 200,000-ton-per-year ultra-high purity electronic-grade and industrial high-purity sulfuric acid project, a 220,000-ton-per-year steam project, a 30,000-ton-per-year ultra-pure electronic-grade hydrogen peroxide and other integrated circuit electronic materials project, and a waste acid regeneration and recycling project supporting the integrated circuit industry. The total investment is 600 million yuan, with an estimated annual output value of approximately 600 million yuan and annual tax revenue of approximately 30 million yuan. The project construction period is from the end of June 2026 to completion and commissioning within 18 months.

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tokenanalyst

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Hygon C86, a domestically produced CPU, breaks performance records, entering the world's top tier.​


EDA/IP/Advanced Packaging Complete Guide: IIC 2026 Design "Toolchain"In a complex market, verifying the authenticity of products shouldn't be this difficult. Domestically produced CPUs have set a new record, with their performance now ranking among the world's top tier.

Recently, the internationally recognized standards organization SPEC released the latest test results for SPEC Cloud IaaS 2018. Inspur Cloud's InCloud OS, powered by Hygon C86 architecture servers, achieved a performance score that broke the record for domestic manufacturers in this field.

Test data shows that the platform achieved an overall performance score of 154.9 and a single-replica performance score of 1.23, both of which are new historical best scores.

The platform hardware is: Hygon C86 4G architecture dual-socket server (supports 64 cores and 128 threads, compatible with the x86 ecosystem). With a CPU frequency of 3.0GHz (base frequency of 2.7 GHz), the platform achieves 91.6% scalability, an average instance readiness time of 27 seconds, and storage I/O read latency of 4.07 milliseconds and write latency of 2.18 milliseconds.

SPEC Cloud IaaS 2018 is the "gold standard" for global cloud evaluation. The test covers diverse cloud workload scenarios and assesses core capabilities such as elastic scaling and storage I/O, aiming to comprehensively evaluate the performance of cloud platforms in key dimensions such as performance, scalability, and stability. Its test results are also considered an important reference for cloud platform selection within the industry.

Industry insiders believe that the performance record set by Hygon C86 for domestic manufacturers has a deeper significance, namely that domestic CPUs are fully aligning "independent controllability" with "commercial usability".

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