Chinese semiconductor thread II

FairAndUnbiased

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I imagine they could use a coolant like solutions like ethylene glycol with corrosion inhibitors.
but the problem is with evaporative cooling you must deal with Raoult's Law and changing fluid compositions of the mixture, which changes its heat capacity. And now you have to manage a mixed organic-moisture vapor phase which is potentially flammable.

I guess, maybe SiO2 coated liquid channels, which is conceptually easy to form as a thick conformal film in a pure Si heat exchanger with thermal oxidation. But that still leaves the enclosure moisture management problem.

There will also be the problem of either water recovery, or continuous supply of ultrapure water. You cannot use non-UPW here since micropores can be clogged by precipitating salts.
 

tokenanalyst

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Overlap between precision machine tool industry and semi tool industry. Haozhi makes key components for machine tools and has recently started making grinding/thinning spindles for wafers.

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Close collaboration between semi tool makers and machine tool makers in China. Naura uses this company’s ultrasonic machining tech to machine their hard/brittle components like glass and ceramic parts
Interesting, another company is Fortune Precision, its seems to be one of the biggest companies making parts and components for wafer processing equipment.


Shenyang Fuchuang Precision Equipment Co., Ltd.

Founded in 2008, the company is a national high-tech enterprise, a national-level specialized and new "little giant" enterprise, a national high-tech zone gazelle enterprise, a national "02 major project" and a unit responsible for national intelligent manufacturing new model application projects.
The company focuses on precision manufacturing technology of metal material parts and masters a variety of manufacturing processes such as precision machinery manufacturing, special surface treatment processes, welding, assembly, and testing that can meet stringent standards. It supplies products through direct sales to leading domestic and foreign semiconductor equipment companies. , established a series of manufacturing standard processes and quality management systems, and the products' high precision, high cleanliness, high corrosion resistance, breakdown voltage resistance and other properties have reached mainstream international customer standards.


They are producing parts for everything from lithography machines to Hwatsing chemical mechanical polishing machines but Tsingding looks more specialized in ceramical components.

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siegecrossbow

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Looks like KY Semi is working with a Russian firm (just called N, no name given) on their 8-inch SiC wafers. The Russian firm will provide tech for crystal defect density control

A lot of second or third rate Chinese firms are taking advantage of the conflict and making a killing taking military orders.
 

tokenanalyst

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Nanda Optoelectronics’ net profit in 2023 is approximately 211 million yuan! A year-on-year increase of 13.26%​


The annual performance report released on the evening of April 9 stated that operating income in 2023 will be approximately 1.703 billion yuan, a year-on-year increase of 7.72%; net profit attributable to shareholders of listed companies will be approximately 211 million yuan, a year-on-year increase of 13.26%; basic earnings per share is 0.39 yuan, A year-on-year increase of 14.71%.

During the reporting period, the company achieved operating income of 1.7032577 million yuan, a year-on-year increase of 7.72%; net profit attributable to shareholders of the listed company was 211.4607 million yuan, a year-on-year increase of 13.26%. After excluding the impact of convertible bond interest, the year-on-year increase was 29.37%. The precursor business seizes the opportunity of domestic substitution, accelerates major special scientific and technological research and industrialization construction, achieves large-scale mass production of a number of advanced process products, and stably serves key customers, especially the purchase of two world firsts in DuPont's precursor patent asset group The product has been mass-produced, marking that the company's key precursor material technology has gradually achieved domestic leadership. During the reporting period, the sales volume of the precursor business exceeded 100 million for the first time, and the performance doubled, achieving effective growth.

The hydrogen special gas business accelerated production capacity construction and actively explored new applications. On the basis of serving integrated circuit customers and LED customers well, relying on the technical advantages of the key product phosphorane, seizing the industry's trend, using the domestic first mixed gas torpedo truck supply model, phosphane mixed gas has entered the photovoltaic market in one fell swoop, driving hydrogen The special gas is growing rapidly. In addition, the expanded isotope functional material products, whose technology and quality are close to the industry's advanced level, have begun to enter domestic and foreign markets. During the reporting period, sales of the hydrogen special gas segment increased by more than 40% year-on-year. Focusing on the goal of "building the world's leading green fluorosilicone electronic materials strategic industrial base" and relying on green energy and green manufacturing, the Ulanqab base plans to expand the production of nitrogen trifluoride, and the Zibo base promotes the new product hexafluorobutane.

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