Yeah I don’t think whatever the comment says even if it’s real is really a fair comparison. 3 nm GAAFET issues probably have more to do with manufacturing quality problems than actual transistor design performance.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Biren got smothered in the crib, it seems. Huawei had time to prepare and have SMIC for their needs, but a relatively small player like Biren doesn't really have that.
Personally I dont really see this as a problem. Biren’s talent and IP will just go to other companies. It sad to see this company go under but in grander scheme of things its no big deal.
this happens in Tech war.. Biren’s talent and IP will just go to other companies.. long term benefits for China
sure, I don't see this as a problem either. I'd be more curious who takes their talent and IP. There are way too many AI GPU startups back in 2022, clearly not all of them were going to survive.
Pure Technology expects net profit in 2023 to be 424-480 million yuan, a year-on-year increase of 50.12%-69.95%
Zhichun Technology released a pre-increase announcement for 2023 annual performance, stating that the company expects the net profit attributable to the owners of the parent company in 2023 to be between 424 million yuan and 480 million yuan. period, a year-on-year increase of 50.12% to 69.95%; the net profit attributable to the owners of the parent company after deducting non-recurring gains and losses is expected to be between 190 million yuan and 245 million yuan in 2023, a year-on-year decrease of 14.17% to 33.44%.
Pure Technology stated that during the reporting period, the company's main business developed steadily, and the main reason for this change in performance was the impact of non-recurring gains and losses. The company's non-recurring profit and loss changes in the current period are mainly due to the impact of investment income of approximately 125 million yuan from the transfer of part of the equity of the joint-stock company Guizhou Weidun Crystal Phosphorus Electronic Materials Co., Ltd. and other changes in fair value.
Previously, Zhichun Technology released information on new orders in 2023, saying that in 2023, the company's industry will develop stably and its business will maintain steady growth. The company's strategic layout of providing products and services for customers throughout the life cycle has gradually taken shape and achieved significant business results. Results. The company's total new orders in 2023 will be 13.293 billion yuan, including 8.661 billion yuan in long-term orders for electronic materials and special services ranging from 5 to 15 years.
In 2023, Zhichun Technology’s new orders will increase significantly. In terms of products, Zhiwei Technology, a subsidiary of Zhichun Technology, is one of the major domestic suppliers of wet process equipment. Currently, wet process equipment has full coverage at the 28nm node, and all process machines There are orders for all of them, and some process orders have also been obtained for more advanced process nodes.
Yirui Technology has launched the QRGA OIS series residual gas analyzer with completely independent intellectual property rights . Integrating it into the intelligent manufacturing system will effectively assist production and greatly improve efficiency. The significance of the advent of this product is not only to improve production efficiency to a certain extent, but also to achieve leapfrog progress in the localization of key core components , which can be applied to the fields of semiconductor manufacturing and display panel manufacturing (including OLED) .
Yeah, more advances in the localization of part and components of etching and deposition semiconductor manufacturing machines.
Any Chinese fabless chip company which does not have a roadmap where they manufacture at least some of their product in China is basically playing with fire. Had those chip companies bet on SMIC earlier, they could have expanded their fab, and now there would be capacity for everyone. But of course, they were penny wise and pound foolish. Because of companies like this SMIC ended up expanding legacy 28nm nodes and leaving FinFET capacity kind of coasting.