Chinese semiconductor thread II

tokenanalyst

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Tuojing Technology (Piotech) : The domestic leader in semiconductor thin film deposition equipment is in a period of rapid growth​


  The domestic leader in thin film deposition equipment is currently in a period of rapid growth. The company was founded in 2010 and focuses on the research and development, production, sales and technical services of semiconductor thin film deposition equipment. Its main products include PECVD, ALD and SACVD. It will be listed on the Science and Technology Innovation Board in April 2022. In terms of performance, from 2018 to 2022, the company's revenue increased from 71 million yuan to 1.706 billion yuan, with a CAGR of 121.67% during the period. In the first three quarters of 2023, the company's revenue was 1.703 billion yuan, a year-on-year increase of 71.71%, and the performance growth momentum was relatively Rapidly; in addition, from 2020 to 2022, the company's contract liabilities increased from 134 million yuan to 1.397 billion yuan, with a CAGR of 222.53% during the period. In the first three quarters of 2023, the company's contract liabilities were 1.497 billion yuan, a year-on-year increase of 62.29%. The company is growing rapidly The contract liabilities of the company reflect to a certain extent that the company's orders are relatively abundant and the certainty of continued growth in future performance is strong.

The company's thin film deposition equipment has obvious advantages in blocking positions, and the prototype of a platform layout has emerged. The company currently has a rich product series such as PECVD, SACVD, ALD, HDPCVD, bonding equipment, etc. Some products have been adapted to domestic 28/14nm logic chips, 19/17nm DRAM chips and 64/128-layer 3D NAND FLASH wafer manufacturing products. line, and successfully achieved industrial application or verification.

  PECVD is the company's core product. The company has been developing PECVD equipment since its establishment. After more than ten years of R&D and industrialization experience, it has now achieved coverage of a full range of PECVD film materials, with obvious carding advantages; based on this, the company The company has gradually expanded its thin film deposition equipment to SACVD, ALD, HDPCVD and other equipment fields, further enriching its thin film deposition equipment portfolio.

 

tphuang

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To those who still think SMIC has capacity issues, looks like all supply chain issues for Huawei has been resolved and it has full availability for its phones across the board and that has led it to regain top spot in domestic phone market and for apple to be down 30% yoy

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horse

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To those who still think SMIC has capacity issues, looks like all supply chain issues for Huawei has been resolved and it has full availability for its phones across the board and that has led it to regain top spot in domestic phone market and for apple to be down 30% yoy

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Veering off topic just a little bit for one post, the strangest thing I find in this whole episode of tech US government versus Huawei, was the sale of the Honor unit by Huawei.

It has only been like 2 to 3 years, and Huawei got the money from that deal, and now debuting roughly the same phones.

Can Honor sell itself back to Huawei? Do not think that will happen.

Someone is the big sucker here.

IIRC, some state entities on the provincial level were involved in that deal. Those comrades should not be promoted. Even Donald Trump would fire them.

:rolleyes::D
 

tokenanalyst

Brigadier
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A major breakthrough in domestic instruments! China Star Lianhua releases crystal oscillator-level microwave signal source!​


China Star Lianhua Technology, a well-known manufacturer of electronic test and measurement instruments, is about to release the first new product in 2024 - the industry's leading crystal oscillator-level ultra-low phase noise microwave signal source . This product has ultra-low phase noise Noise, pure spectrum and other characteristics, ultra-wide frequency coverage of 5kHz~67GHz , different frequency band model classification, can be efficiently and flexibly used in ADC/DAC testing, local oscillator replacement, receiver testing, ATE testing, base station testing, measurement calibration and other cutting-edge testing and measurements field, bringing users a new choice of global cutting-edge testing instruments.

Zhongxing Lianhua Technology has been deeply involved in high-end electronic test and measurement instruments for fifteen years. As a signal source expert , the signal source product released this time may be the first product whose core indicators of domestic high-end electronic measurement instruments are closest to or even partially surpass the world's highest level! I believe that your trip will be worthwhile!​

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daifo

Captain
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Veering off topic just a little bit for one post, the strangest thing I find in this whole episode of tech US government versus Huawei, was the sale of the Honor unit by Huawei.

It has only been like 2 to 3 years, and Huawei got the money from that deal, and now debuting roughly the same phones.

Can Honor sell itself back to Huawei? Do not think that will happen.

Someone is the big sucker here.

IIRC, some state entities on the provincial level were involved in that deal. Those comrades should not be promoted. Even Donald Trump would fire them.

:rolleyes::D

Likely the central government had a hand in it to help protect Huawei's overseas consumer business unit.
 

caudaceus

Senior Member
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I'll say it again - working in semiconductor in the US is not for everyone. Need science or engineering degree, yet still have to do physical labor, and get paid 30-50% less than software. Many of the job ads I see are associate+experience or BS in engineering for technicians (so essentially, BS in engineering), BS+experience or MS/PHD for actual engineers. I cannot see how 10 day training is enough even for a janitor here.

Speaking of janitors:
I seriously puzzled why don't they try to make lighthouse factory for chips.

 

ficker22

Senior Member
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Wanrun Co., Ltd. will achieve a net profit of 721 million yuan to 793 million yuan in 2023, a year-on-year increase of 0-10%.​


Wanrun Co., Ltd. released its 2023 annual performance forecast, stating that the net profit attributable to shareholders of listed companies is expected to be 721.315 million yuan-793.4465 million yuan, an increase of 0%-10% over the same period last year; it is expected to deduct Net profit after non-recurring gains and losses was 714.4853 million yuan – 785.9338 million yuan, an increase of 0%-10% over the same period last year.
Regarding performance growth, Wanrun Co., Ltd. stated that during the year, the company overcame the impact of shrinking downstream demand for MP antigen detection products, strengthened the development of domestic and foreign markets, continued to develop and optimize process routes, and continued to implement cost reduction and efficiency increases, thereby improving overall profitability. .
It is also understood that Wanrun Co., Ltd.’s “65-ton annual photoresist resin series product project” has been put into use and can provide photoresist resin materials for semiconductors according to customer needs.
Wanrun Co., Ltd. once stated that the company's semiconductor materials business as a whole is developing well, and its goal is to become a solid backing for the global semiconductor manufacturing materials industry. The company's current related products in the field of semiconductor manufacturing materials mainly include photoresist monomers, photoresist resins, photoacid generators, and cleaning agent additives in the semiconductor process. The downstream market development work continues to promote domestic and foreign semiconductors. Provide product and technical support for the development of manufacturing materials industry.

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Looks like they are having really trouble hiring people.

I dont know what job a 10 day training guy can do in a fab that cannot be automated and some of these guys have almost zero knowledge in Electric Engineering, fabrication tools parts maintenance, chemical and process control, I would understand hiring technicians or trading school graduates but my guess is that the training mostly includes "green light good, red light bad"

For example TSMC Dresden program is basically two months of training.
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And SMIC is basically 1-6 months,
Why do you have to study Chinese when you go to Taiwan? Think about it.

I am bloody honest, european engineering students will most likely know not to go into semi after talking to and seeing TSMC slaves.
 

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