Chinese semiconductor thread II

tokenanalyst

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Good News Huawei won and will be releasing it's 5nm chip. :)


SADLY it was done under Brutal Conditioned.;)

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17 hours ago — Huawei has a new 5nm Kirin SoC that will be released in 2024; The company filed a patent for low-tech lithography method; Huawei is investing $ ...
1- This stooge doesn't know that most of the work done in a fab is automated.
2- That today fabs nm are mostly a marketing term to refer to an equivalent CMOS process.
3- Multi Patterning is anything but low-tech, in fact even with EUVL is obligatory to do multi-patterning because issues with EUV lithography, even with High-NA EUV is probably that will still require double patterning.

He should stick to his media and marketing stuff.

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tokenanalyst

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Coma Technology has become one of the world's first-class brand suppliers. IPO has been submitted for registration​


The official website of the Shenzhen Stock Exchange showed that the IPO status of Suzhou Coma Materials Technology Co., Ltd. (hereinafter referred to as: Coma Technology) has been updated to "submit for registration."
Coma Technology is a leading company in domestic advanced ceramic materials and components in the field of semiconductors, and is also one of the leading companies in surface treatment of domestic display panels. According to the data, Kema Technology has successfully passed the GEM on January 20, 2023. This listing plans to publicly issue no more than 120.33 million shares, and plans to raise 900 million yuan for "advanced materials production base projects" and "pan-tech projects". Semiconductor core components processing and manufacturing project", "R&D center construction project" and supplementary working capital.

Although China's advanced ceramics market started late, with the acceleration of industry development and technical discussions and cooperative research and development, upstream and downstream information received rapid feedback, which promoted domestic key technological breakthroughs and industrialization, realized the linked development of my country's industrialization, and enhanced It has enhanced the global competitiveness of China’s advanced ceramics, surface treatment and downstream pan-semiconductor equipment, wafer manufacturing and display panel manufacturing enterprises.

In order to meet the development needs of the pan-semiconductor industry, Coma Technology, as a representative enterprise in the field of domestic advanced ceramics and one of the few domestic enterprises that masters the core technology of the entire process flow of advanced ceramics for semiconductor equipment from material formulation to parts manufacturing, and has achieved large-scale overseas sales, The company continues to invest R&D personnel and funds in the fields of advanced ceramics and surface treatment. After years of development and accumulation, it has achieved fruitful scientific and technological achievements, and many key technical indicators of advanced ceramic material parts and components have reached domestic leading and international mainstream levels.

Kema Technology has also been awarded the title of National High-tech Enterprise, Jiangsu Province Advanced Ceramic Materials and Components Engineering Technology Research Center, National Specialized and New "Little Giant" Enterprise, Hurun Global Cheetah Enterprise, and the Most Growth High-tech Enterprise in Jiangsu Province Top 100 and other honorary titles, and its excellent R&D strength has also been recognized by mainstream semiconductor equipment suppliers and wafer factories at home and abroad. Data show that the company is not only a major core ceramic component supplier for mainstream domestic semiconductor equipment manufacturers including Northern Huachuang, China Microelectronics Corporation, Tuojing Technology, Shanghai Microelectronics and Xinyuan Micro, but is also one of the few domestic manufacturers with a variety of ceramic materials. It is one of the advanced structural ceramic companies whose products have been certified by the international leading semiconductor equipment manufacturer Company A. It is a supplier of WATLOW, a world-renowned thermal product and technical solution provider.

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tokenanalyst

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Orders are fully booked! Anhui chip fills the gap in domestic industry​


“The minimum size of the products we have mass-produced is 5*12mil, which is 300*120 microns. Even though they are small, they are widely used in laser processing, laser medical treatment, laser display, vehicle lighting, communication sensing and other fields. "On April 15, in the production workshop of Anhui Gen Semiconductor Co., Ltd. located in Jin'an Economic Development Zone, Lu'an City, the sound of machine operation was heard one after another. Gallium nitride laser chips were being packaged and will be shipped to customers at home and abroad.

Li Shuiqing, general manager of Anhui Gen Semiconductor Co., Ltd., told reporters: "At present, our orders for this year are fully booked, and we are basically operating at full capacity in the near future. The gallium nitride blue-green laser chip market has long been monopolized by foreign companies, and several foreign companies have A giant company occupies most of the markets such as laser lighting, laser display, automobile headlights and laser industrial welding. Related technologies and processes are kept confidential. The development of downstream domestic manufacturers is restricted by the price and supply of related chips and devices, and there is an urgent need for domestic supply. Provide alternative products.”

During the interview, the reporter learned that the Gen Semiconductor project, with a total investment of 2 billion yuan, is a technological innovation enterprise that is deeply involved in the field of high-end compound semiconductor chips and focuses on the core technology research and development of third-generation semiconductor gallium nitride.

On August 4, 2021, the project was signed with Lu'an Jin'an Economic Development Zone, and it only took 10 days from negotiation to decision to settle. On October 16 of that year, the first phase of the project started construction, and it was completed and put into trial production on June 26, 2022. It took only 8 and a half months to complete the construction of a semiconductor factory. In August 2023, it took the lead in realizing large-scale mass production of domestic gallium nitride laser chips, breaking the long-term monopoly of this laser chip by foreign companies and filling the gap in the domestic industry.

At present, Anhui Gen Semiconductor Co., Ltd. has become one of the few IDM companies in the world with a complete industrial layout in the gallium nitride laser field from chip design, epitaxial growth, chip manufacturing, special packaging to modules, devices, complete machine manufacturing, etc., promoting domestic The high-end compound semiconductor chip industry continues to become stronger, better and bigger, helping the high-quality development of the domestic semiconductor chip industry.

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tokenanalyst

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Kangda New Materials: The subsidiary plans to invest 289 million yuan in the construction of semiconductor photoresist photoinitiator project​

Kangda New Materials announced that its subsidiary will invest in the construction of semiconductor photoresist core material photoinitiator technology research and industrialization projects.

Kangda New Materials' announcement shows that in order to deepen the implementation of the company's "new materials + electronic technology" strategic layout, it will further optimize the company's holding subsidiary Caijing Optoelectronics product structure, fill the domestic gap, achieve domestic substitution, and solve the "stuck neck" problem of photoresist core materials , breaking through the international technology and market monopoly, and effectively improving the independent and controllable level of my country's lithography industry chain. Caijing Optoelectronics plans to invest in the construction of "semiconductor photoresist core material photoinitiator technology research and industrialization project."

According to disclosures, the total investment of the project is 289 million yuan, the estimated construction period is 24 months, and the total project scale is 603 tons of photoinitiator per year.

The project can rely on the R&D platform and technical foundation of Caijing Optoelectronics to carry out theoretical research, basic research and application technology research on the preparation technology of photoinitiator, a key material for semiconductor photoresist, and form systematic technical results. At present, Caijing Optoelectronics has mastered the production technology and process of photoinitiator (PAC), the core raw material of positive photoresist for TFT liquid crystal panels, and photoinitiator (PAG) for semiconductor integrated circuit photoresist. A number of products have been tested at target customers performance Testing.

On this basis, Caijing Optoelectronics plans to complete product pilot and mass production process technology research through the implementation of this project, and ultimately form the industrial production capacity of photoinitiators.

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tokenanalyst

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Purity 99.9%→99.99%! Shuyang high-purity quartz sand technological transformation project was approved​


Shuyang Feitian Quartz Products Co., Ltd. invested in the construction of a high-purity quartz sand project with an annual output of 5,000 tons in the Qingyihu Farm Yuzhuang Industrial Park in Shuyang County in 2013. In May 2013, it obtained approval from the Shuyang County Environmental Protection Bureau. In 2018 Passed independent acceptance in 2020; the construction unit invested 1 million yuan to upgrade the existing quartz sand deep processing production line.

In February of the same year, it obtained the registration from the Shuyang Industry and Information Technology Bureau, and on October 23, 2020, it obtained the Suqian Shuyang Ecological Environment Bureau approved and passed independent acceptance. The construction unit obtained the pollution discharge permit on December 29, 2022.

In 2024, based on market conditions and corporate development needs, the company plans to invest 30 million yuan in technological transformation of existing production lines, purchase flotation machines, pure water machines, high magnetic machines and other equipment, and carry out adaptive transformation of water and electricity. After the project is completed, the purity of the original product high-purity quartz sand will be increased from 99.9% to 99.99%.​


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measuredingabens

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Reconfigurable optoelectronic transistors for multimodal recognition​

Abstract​

Biological nervous system outperforms in both dynamic and static information perception due to their capability to integrate the sensing, memory and processing functions. Reconfigurable neuromorphic transistors, which can be used to emulate different types of biological analogues in a single device, are important for creating compact and efficient neuromorphic computing networks, but their design remains challenging due to the need for opposing physical mechanisms to achieve different functions. Here we report a neuromorphic electrolyte-gated transistor that can be reconfigured to perform physical reservoir and synaptic functions. The device exhibits dynamics with tunable time-scales under optical and electrical stimuli. The nonlinear volatile property is suitable for reservoir computing, which can be used for multimodal pre-processing. The nonvolatility and programmability of the device through ion insertion/extraction achieved via electrolyte gating, which are required to realize synaptic functions, are verified. The device’s superior performance in mimicking human perception of dynamic and static multisensory information based on the reconfigurable neuromorphic functions is also demonstrated. The present study provides an exciting paradigm for the realization of multimodal reconfigurable devices and opens an avenue for mimicking biological multisensory fusion.
 

ansy1968

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Like my previous post, only NXT 2050i is acceptable, not even NXT 2000i as the Chinese had an analogous domestic machine available in SSA800A and being mass produced. ;)

WOW!!!!! A 40% decline in profit.....lol

Net profits came in at 1.2 billion euros ($1.3 billion) in the first quarter of the year, compared to 2.0 billion euros in profit the firm reported in the fourth quarter of last year.

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37 minutes ago — Dutch tech giant ASML, which supplies chip-making machines to the semiconductor industry, on Wednesday reported a drop in net profits and ...
 

GiantPanda

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Like my previous post, only NXT 2050i is acceptable, not even NXT 2000i as the Chinese had an analogous domestic machine available in SSA800A and being mass produced. ;)

WOW!!!!! A 40% decline in profit.....lol

Net profits came in at 1.2 billion euros ($1.3 billion) in the first quarter of the year, compared to 2.0 billion euros in profit the firm reported in the fourth quarter of last year.

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37 minutes ago — Dutch tech giant ASML, which supplies chip-making machines to the semiconductor industry, on Wednesday reported a drop in net profits and ...

China's semicon industry is still growing massively:

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The downturn for ASML is from the rest of the world. And this is despite the new bans in place targeting China.

Yellen screaming about overcapacity now? She ain't seen nothing yet when the tidal wave of semicon production in China comes online in about five years time.

Chinese firms just taking over China's domestic market will lead to massive disruption for the rest of the world:

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IMG_2802.jpeg
Losing 50% of the global market represented by China would be a death knell for a lot of current semicon companies (both fab and fabless) from the rest of the world. For new ones like the proposed fabs in India, they'll be stillborn -- drowned at birth by a flood of Chinese chips.

Gaining 100% of the domestic market (that same 50% of the global market) will drive years of growth for Chinese firms.

By 2030, we'll see the full fallout from the tech war. I'm predicting 3nm from SMIC, EUV and overwhelming capacity in legacy chips that have direct access to a market driven by electronics, automation across all industries and EVs.
 

antiterror13

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Like my previous post, only NXT 2050i is acceptable, not even NXT 2000i as the Chinese had an analogous domestic machine available in SSA800A and being mass produced. ;)

WOW!!!!! A 40% decline in profit.....lol

Net profits came in at 1.2 billion euros ($1.3 billion) in the first quarter of the year, compared to 2.0 billion euros in profit the firm reported in the fourth quarter of last year.

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37 minutes ago — Dutch tech giant ASML, which supplies chip-making machines to the semiconductor industry, on Wednesday reported a drop in net profits and ...

Do we have a solid proof that SSA800A has been mass produced?
 
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