Chinese semiconductor thread II

gelgoog

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Since Huawei is so central to all Chinese semiconductor efforts, posting it here:
Revenue increase by 37%, profit by >500% in first quarter.
This is quite significant. It shows they aren't losing money making smartphones with Chinese made processors like some claim.
As SMSC doubles its chip production you should expect to see further revenue and profit increases.
 

tphuang

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This is quite significant. It shows they aren't losing money making smartphones with Chinese made processors like some claim.
As SMSC doubles its chip production you should expect to see further revenue and profit increases.
of course they are making a lot of money on this and the AI chip. I did the calculation here months ago

People under estimate just how much Nvidia and Qualcomm makes on chip design.
 

tphuang

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oh look at this, Apple sunk 16% YoY in Q1, while Xiaomi and Transsion saw explosive growth. I guess those high iphone prices aren't finding new customers. At this point, the more expensive leading edge nodes aren't yielding significantly better phones, so why buy them?
 

GulfLander

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GLOBALink | Schneider Electric's key production base starts construction in China
April 28, 2024

Screenshot_20240430_210051_Chrome.jpg

Schneider Electric Xiamen Industrial Park Friday started construction in east China's Fujian Province. After its completion, the park will become French multinational company Schneider Electric's biggest manufacturing facility for medium voltage equipment anywhere in the world. Ctto.

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siegecrossbow

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tokenanalyst

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An IDM manufacturer specializing in semiconductor micro-nano devices, UZone Micro-nano completed nearly 100 million yuan in Series A financing​

Jiangsu Youzhong Microna Semiconductor Technology Co., Ltd. (hereinafter referred to as "Uzhong Microna") recently completed a round of financing of nearly 100 million yuan, jointly led by Dachen Caizhi and Yuansheng Venture Capital. cast. This round of financing will be used to further expand the company's production capacity, accelerate product research and development and market expansion to meet growing market demand.

According to the data, Youzhong Micro-Nano was established in July 2023. It is an IDM company based on independent core nano-imprint technology and focusing on semiconductor micro-nano devices. The core products include structured grating sheets, microlens arrays, wire grid polarizers, biochips, super lenses and other micro-nano structural device products.
The company can customize the design and production of various types of micro-nano structure devices according to customer requirements. Its products are widely used in military industry, optics, biological detection and other fields.
It is understood that Youzhong Microna adopts the IDM model and builds its own Fab factory, which has achieved a mature and stable semiconductor manufacturing process. The company has 10,000 square meters of factory buildings, including Class 100, Class 1,000, and Class 10,000 dust-free clean workshops, and has invested hundreds of millions of yuan in semiconductor equipment.

The company team brings together top technical talents in nanoimprinting at home and abroad, and has a postdoctoral workstation. It has established in-depth industry-university-research cooperation relationships with many universities and built strong technical barriers.

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tokenanalyst

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Zhongan Semiconductor signed a contract with Beijing Yizhuang to promote the implementation of the integrated circuit testing equipment R&D center project​

The Zhongguancun Forum Global Unicorn Enterprise Conference was held for the first time. At the meeting, Beijing Economic and Technological Development Zone (Beijing Yizhuang) signed a contract to implement major projects in the field of integrated circuits. Major items

On April 28, the Zhongguancun Forum Global Unicorn Enterprise Conference was held for the first time. At the meeting, Beijing Economic and Technological Development Zone (Beijing Yizhuang) signed a contract to implement major projects in the field of integrated circuits. In the signing phase of major projects, Beijing Zhongan Semiconductor (Beijing) Co., Ltd. (hereinafter referred to as "Zhongan Semiconductor") signed a contract with the integrated circuit special class of the Beijing Economic and Technological Development Zone Management Committee to promote the integrated circuit testing equipment R&D center project to be launched in Yizhuang, Beijing.

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gaussgun

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looks like Pura70 is 90% produced in China according to a recent teardown. Not sure what the remaining foreign parts are, but we are almost getting to 100% now
Seems to be some reporting mix-up
  • Fomalhaut Techno Solutions, a Tokyo-based electronics research firm, rejects social media posts that says it studied the handset’s components
  • Several Chinese online media outlets falsely reported that Fomalhaut found more than 90 per cent of the Pura 70’s components to be Chinese-made

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tphuang

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GLOBALink | Schneider Electric's key production base starts construction in China
April 28, 2024

View attachment 128832

Schneider Electric Xiamen Industrial Park Friday started construction in east China's Fujian Province. After its completion, the park will become French multinational company Schneider Electric's biggest manufacturing facility for medium voltage equipment anywhere in the world. Ctto.

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just warning you now to not keep posting in wrong thread. This is for semiconductor news only. Quantum computing and medium voltage equipment do not belong here
 
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