Chinese semiconductor thread II

[GiantPanda]

looks like German firm PVA TePla is looking to grow their SiC growth business in China by building a factory in China for its production. I think the Chinese options for this come from NAURA and crystal growth.

Machine is called SICN

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Not saying this is necessarily a good thing. SiC production is growing in China and Chinese SMEs may or may not benefit from additional competition.

Just like Tesla on the Chinese EV industry, competition from outside companies gives the local sector a path to leading trends elsewhere.

I think it is a strategy in China. Unless direct security threats (like Micron for gov systems) China never bans.

China is set for a massive meet with US MNC giants (including Micron) next week attended by Xi:

 

[tphuang]

View attachment 125237View attachment 125238

Some rumors from this guy. Take it for what you will. I would say this is somewhat believable based on other stuff I know

Ascend 920 will be coming in the next few months and ordered by Alibaba, Baidu & Bytedance (big deal since they basically refused Ascend before)
Kunpeng 930 is already being used on Huawei cloud it looks like. With NUMA link, can achieve 128 core 256 threads

N+2 production large enough for 500k to 1 million Ascend chips (I find that hard to believe)
says limitation to Ascend is actually getting HBM3, which is still not domestically produced

Kirin line, will see 7000 (for low end phones like Enjoy series), 8000, 9000sh & 9000sw

Expect P70 & new PC version of Kirin chips using N+2 process

Calls whatever will come in September for Mate 70 and X6 N+2B (rather than N+3)
Aiming for 50% of market and be #1 PC and pad supplier.

Expect huge numbers for Enjoy series. Kirin 7000 series will be very cheap, it sounds like

Expect TSMC N6 type of performance for SMSC process of this year (that's my guess too)
N5 for 2025 (again, also similar to my expectation, maybe not reach N5 exactly, but get close to that in density)

Says plans to work CFET in 2026 ???? Seems ambitious. I find this really suspicious for obvious reasons

Just digging this up again because it seems like this guy is somewhat accurate. I heard Bytedance is placing huge GPU order with Huawei. We know about Baidu already. Alibaba isn't a surprise either.

The part about new TSV200 core may already have been validated by that toms hardware article (who called it a new TSV120, which is likely not the right name since TSV120 is the one used on current generation kunpeng)

Again, HBM3 is the limiting factor right now

Expect N+2B this year for Mate70's SoC - TSMC N6 level

expecting huge sales with this chip and Mate 70 and X6

Now waiting for Kirin 7 line of SoC for Enjoy series to further validate his credibility. But very interesting stuff

 

[tphuang]

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some good points here from semicon

A Beijing-based salesperson, surnamed Ye, representing a Japanese company that makes materials used in chipmaking, said Chinese rivals are rapidly closing the gap in material areas that do not require cutting-edge technology.

"Formulating material prescriptions is a major entry barrier, but Chinese companies are learning quickly and overcoming this hurdle," he said.
This is because more manufacturing facilities are willing to use materials prescribed by Chinese firms, a trend that has certainly been accelerated by U.S. sanctions, he said.
Chinese companies are also gaining more orders against foreign rivals in the equipment sector, according to Ye, who said he deals with many Chinese semiconductor equipment makers.

An attending salesperson from a Shenzhen-based firm that makes testing equipment used throughout all processes of chipmaking said Chinese firms had cost advantages and his firm's highest-end product is now being sold at just one-third of the price of its Japanese rivals.
Because of the cost advantage, manufacturing facilities and clients tend to prioritise domestic firms for production lines in newly opened plants, he said, asking not to be named as he has been told not to speak to media.
In some cases, they even replace foreign equipment with domestic alternatives in older production lines, he added.

Look at this things, things are happening. Like @latenlazy said before, these chemicals used in chipmaking aren't that difficult to figure out and can ramp up. So maybe we should relax about photoresists and such.

This should destroy the notion that China was always planning to delete foreing supply chain. The Japanese company here admitted that sanctions made more fabs willing to use domestic materials.

And even older production lines are replacing foreign equipments. Great for domestic. If you can't get service on foreign equipment, then you should move the older machines that break down to domestic machines

And look at the cost advantage. This is going to kill foreign rivals long term

 

[HighGround]

A Beijing-based salesperson, surnamed Ye, representing a Japanese company that makes materials used in chipmaking, said Chinese rivals are rapidly closing the gap in material areas that do not require cutting-edge technology.

What does this mean?

Are they referring to things like masks because they don't require "cutting edge technoogy" or are they referring to masks that are not qualified for sub 28nm use?

 

[tokenanalyst]

TCL getting into the semiconductor business.​

TCL Gechuangdongzhi completed the acquisition and signing of AMHS (Automatic Material Handling System) to promote the intelligent upgrading of semiconductor factories​

On March 20, Gechuangdongzhi AMHS business launch and product launch was successfully held at the SEMICON China 2024 exhibition site. At the meeting, Gechuang Dongzhi completed the strategic acquisition signing of Yunde Co., Ltd. and Jiangsu Ruixinku Intelligent Technology Co., Ltd. TCL Technology Group COO Wang Cheng, TCL Technology Group Vice President\General Manager of Investment Department Xu Naonun, founder of Yunde Co., Ltd. Sunzi Qiang, TCL Industrial Vice President\Gechuangdongzhi CEO He Jun and other guests attended the event to witness Gechuang Dongzhi AMHS (automatic material handling system) business was officially launched.

Through resource integration and layout, Gechuang Dongzhi officially established Gechuang Weisheng Co., Ltd., and prioritized the deployment of OHT, improved wafer storage warehouse Stocker and other intelligent handling hardware auxiliary equipment, and at the same time deeply integrated with MES, MCS and other software systems to quickly build Complete AMHS product system. At this point, on top of the existing CIM solution, Gechuangdongzhi has further built a whole-factory solution integrating software and hardware for semiconductor smart factories by adding hardware layout to help semiconductor customers improve production line scheduling efficiency and achieve automation, digitalization, and intelligent upgrades.

As an important force of TCL in the field of smart manufacturing, Gechuang Dongzhi is constantly promoting the innovation and upgrading of semiconductor smart factories. TCL has always been determined to improve the level of core technology research and development through independent innovation, and is committed to changing the globalization model of China's manufacturing industry from exporting more products to exporting industrial capabilities, including high-end intelligent equipment, and advanced manufacturing such as industrial intelligent solutions. technology, thereby establishing global competitive advantages and leading the transformation of China's manufacturing industry.

In the future, Gechuangdongzhi will continue to be committed to the construction of semiconductor smart factories. By continuously deepening technology research and development and resource integration, it will provide more advanced and efficient intelligent solutions for semiconductor factories, and promote the intelligent upgrading of the semiconductor industry and even the entire Chinese manufacturing industry.

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[siegecrossbow]

What does this mean?

Are they referring to things like masks because they don't require "cutting edge technoogy" or are they referring to masks that are not qualified for sub 28nm use?

Anything China can do is not cutting edge technology. That’s the logic of supposed tech writers who haven’t done an hour of work in clean rooms.

 

[tokenanalyst]

Chinese company that mainly do semiconductor equipment repairs and refurbishing is expanding.​

300 million yuan! Jinyuda Semiconductor Equipment New Factory Project Groundbreaking​

On March 20, Jiangsu Jinyuda Semiconductor's new factory project held a groundbreaking ceremony. This groundbreaking ceremony marks that Jinyuda has reached a new level in the research and development and production of high-end semiconductor equipment.

It is understood that the total investment of this project is about 300 million yuan , with a planned land area of 27 acres and a total construction area of about 45,000 square meters. After reaching capacity, it is expected that 400 new semiconductor equipment will be added every year . Construction will start in March 2024 and will be put into use in 2025. Regarding this project, Gong Caijuan, chairman of Jinyuda Semiconductor Co., Ltd., said: "In order to further expand the company's production capacity and sales scale, this new semiconductor-specific equipment R&D and production base has been built. This will provide a solid foundation for the company's development and development in the next 5-10 years. The layout provides a carrier and lays a solid foundation for the company’s continued growth!”

Jinyuda Semiconductor was established in 2014. It started from the introduction, repair and transformation of semiconductor front-end equipment, and gradually developed into a supplier that can provide customers with one-stop services for semiconductor wafer production lines and processes. The main products include photolithography, track, thin film, diffusion, implantation, measurement, etching and other semiconductor production line equipment. It is a supplier in the semiconductor industry with the ability to fully build 4, 6, and 8-inch wafer production lines .

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[sunnymaxi]

Anything China can do is not cutting edge technology. That’s the logic of supposed tech writers who haven’t done an hour of work in clean rooms.

they basically talked about Photoresist and materials ... China almost caught up Japan in this sector. same happened in OLED materials and supply chain like ink jet printer ... China decisively broke Japan monopoly ..

anything come from western media is garbage and they deliberately change actual statement just to degrade China.. West cannot accept that, China is now technological capable to produce any machine or material ..

 

[Awenumick]

It might be a bit offtopic. But I recently opened an account on weibo. What accounts should I follow to stay up to date with latest happenings in chinese semiconductor industry? Especially news regarding new breakthroughs. What is the handle of huawei whisperer BTW?

 

[vincent]

It might be a bit offtopic. But I recently opened an account on weibo. What accounts should I follow to stay up to date with latest happenings in chinese semiconductor industry? Especially news regarding new breakthroughs. What is the handle of huawei whisperer BTW?

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