Chinese semiconductor thread II

[tokenanalyst]

Makes sense.​

TSMC expects customers to pay more for chips fabbed overseas​

Wei said he couldn't disclose pricing strategies as such information is confidential, he did elaborate on how pricing would work at fabs with higher operation expenses. "We do encounter some kind of higher cost in the overseas or even recently, the inflation and the electricity."

"We expect our customers to share some of the higher cost with us, and we already started our discussion with our customers," he continued, confirming that higher production costs would be at least partly funded by higher prices.
Customers, however, wouldn't be paying more and getting nothing in return, claimed Wei.
"As I said, for the overseas fab, we want to share our value, which also includes the flexibility of geopolitical location or something like that," he said. "If my customer requests to be in some certain area, then definitely, TSMC and the customer has to share the incremental cost."​

 

[tphuang]

That could easily take a year or two. And in the meantime they don't have any production.
All Chinese companies should have a strategy to at least have some local production. HR even make their 28nm chips at TSMC.

how many chips do you think they need? Stocking up 2 million ADAS chip should be pretty easy. Frankly, if they are not doing that, they deserve whatever they get. Then, all their customers will just flee to Huawei.

Until SMIC can scale up, pretty much all their capacity is going to Huawei.

 

[olalavn]

Memory, Storage is made in China
rumors: Changxin is already making high-end HBM storage

 

[olalavn]

TSMC president lowers global foundry revenue forecast;

It is rumored that Intel’s layoffs will spread to China and other Asia-Pacific regions;

Micron is expected to receive US$6.1 billion in U.S. chip subsidies

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[tonyget]

Memory, Storage is made in China
rumors: Changxin is already making high-end HBM storageView attachment 128321View attachment 128322

How do you tell that from the photo？There is no “CXMT” or “YMTC” mark on it

 

[tokenanalyst]

Do we published this one yet? but if Huawei FInFET multi-pattern "leak" raised some eyebrows in D.C. This could definitely cause some hair pulling, if Huawei develop an multi-gate device without using EUV or worse, if they use China in-house EUV lithography.

Huawei International patent GAAFET process.



The patent is pretty detailed so it give you an idea of the equipment that this fab is planning to use, apart from RIE tools (AMEC) there is flowable CVD furnances probably from Naura

and CMP tools probably from Hawtsing or CETC

In patent they say that can be used with EUV or multi-patterning techniques like SAQP or SADP.

There is also ALD and PECVD probably from Piotech or LeadMicro.

 

[european_guy]

$106.3 Billion in 2023, SEMI Reports​

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Worldwide sales of semiconductor manufacturing equipment edged down 1.3% to $106.3 billion in 2023......but the pace of investments in China accelerated 29% year-over-year, reaching $36.6 billion in billings last year

$36.6 billion per year is the pie for Chinese SME to take. It's a lot of money that will feed many mouths for many years...at many levels: SME, chemicals, materials, software, R&D, up to universities and research institutes.

We are living in the golden years of Chinese SME, it is a one of a kind historical period that will not last nor repeat itself in the future, but it is happening now and is the golden kick for Chinese SME companies to enter among the world very top manufacturers and remain there....all of this thanks in part to US sanctions: NAURA and friends should really thank uncle Sam for this miraculous gift.

On the geopolitical side, clearly China and US will strengthen themselves, Taiwan is the one that is going to lose the most..maybe Korea and Japan can find a good enough equilibrium if they play their cards well, after all they are real and UN recognized full nations...but for Taiwan world domination in semiconductors is going to be a thing of the past: China will eat it from the bottom (mature nodes) and US will force them to move their advanced nodes out of the island, not necessarily only to US, also the projects TSMC is developing in Japan will be useful for US in the long term to diminish the role of Taiwan that clearly is not sustainable anymore under the current geopolitical situation.

 

[tokenanalyst]

Inner Mongolia Xinhua Semiconductor's 2.8 billion yuan polysilicon project completed​

According to Jiwei.com news, on April 18, Mengyuan Sixth Construction announced that Inner Mongolia Xinhua Semiconductor Technology Co., Ltd.’s 10,000 tons per year high-purity electronic grade polysilicon industry cluster project was successfully completed. The project is located in Jinhe, Saihan District, Hohhot City, Inner Mongolia Town Central Industrial Park, the project covers an area of 216,450 square meters, with a total construction area of 153,000 square meters, and a total investment of approximately 2.8 billion yuan.

It is reported that after the project is completed and reaches production, it can achieve long-term and stable supply to global customers with an annual production capacity of 10,000 tons of high-purity electronic grade polysilicon, 500 tons of electronic grade dichlorodihydrogen silicon, 3,000 tons of electronic grade trichlorosilane and electronic grade tetrahydrogen silicon. Silicon chloride has a production capacity of 3,000 tons to meet the global semiconductor market demand.

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[tokenanalyst]

Sagitar Juchuang: Cumulative shipments of lidar exceed 460,000 units, and automotive grade shipments exceed 400,000 units​

Sagitar Juchuang announced that as of March 31, 2024, the company’s cumulative total sales of lidar since its establishment exceeded 460,000 units, of which the cumulative total sales of vehicle-mounted lidar exceeded 400,000 units.
In the first quarter of 2024, Sagitar Juchuang lidar sales reached 120,400 units, of which 116,200 were vehicle-mounted lidars.

Sagitar Juchuang also disclosed that as of March 31, 2024, it has obtained fixed orders for 65 models from 22 car companies and Tier 1, and has assisted 12 of these customers to achieve large-scale mass production of 25 models. Compared with 2023 During the same period, 9 commercially available models from 7 customers achieved substantial growth.

According to the smart driving configuration database of the Gasgoo Automotive Research Institute, from January to February 2024, the installed capacity of RoboSense lidar exceeded 70,000 units, with a market share of 55.3%, ranking first.

Huawei Technology ranks second, with an installed capacity of 22,025 units and a market share of 16.5%; Tudatong has an installed capacity of 18,972 units and a market share of 14.2%; Hesai Technology has an installed capacity of 17,141 units and a market share of 12.5%. %; the installed volume of other brands is only 1,630 units, with a market share of only 1.2%.

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[SDFlurker]

7nm
everything other than standard version use Kirin 9010
standard version uses some version of 9000 IIRC

Does the standard version here mean the base pura 70? The specifications on this site says all models share the same chip:

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Chipset Kirin 9010 (7 nm)
CPU Octa-core (1x2.3 GHz Taishan Big & 3x2.18 GHz Taishan Mid & 4x1.55 GHz Cortex-A510)