"Chinese chipmakers lag behind their global rivals by a decade"
Yeah, I call bullshit on that.
Yeah, I call bullshit on that.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
My understanding is that individual unit of chip is tariffed if it enters US. If it's pre-packaged as part of assembled product, then it's not tariffed. Very little chips are imported for local US assembly, and if they are imported, more often than not part of an pre-assembled product not subject to tariffs.
In other words, unless you are building a gaming PC from scratch with a Loongson CPU chip, then you don't have to worry. Par for the course of US election season, all virtue signalling symbolism and superficial grandstanding.
In other words, unless you are building a gaming PC from scratch with a Loongson CPU chip, then you don't have to worry. Par for the course of US election season, all virtue signalling symbolism and superficial grandstanding.
This whole thing is clearly performative. Solar panels were already tariffed and goes through Thailand and Vietnam to by pass tariffs.
CATL already opened a factory in Cali. They were always going to do US batteries anyway, so again by passes the tariffs.
USA already blocks all Chinese EVs. Literally nothing is affected.
And as you mentioned, no one is buying straight Chinese chips anyway. It's all packaged.
Everything here is for show. The only question is who are they performing for?
this is an interesting looking on Kirin chips step forward. Kirin 9010 already moved SoC forward from 4MB Level 3 cache to 8MB. The next step would be to go to 12MB Level 3 cache and 2MB Level 2 cache.
Other Improvements include GPU and NPU improvements coming from Mate 70 SoC. We will see.
Yuwei Semiconductor’s first mask substrate defect detection product is delivered to the domestic advanced mask factory
On May 12, Yuwei's first mask substrate defect detection product Halo-100 was successfully shipped to Yuwei Hefei and successfully delivered to the domestic advanced mask factory.
Official news from Yuwei Semiconductor shows that its Halo-100 equipment is the second product of Yuwei's "mask full life cycle quality control" product line. It features high-precision optical systems, high-stability motion table systems and high-cleanliness environmental control. Based on the transmission system and combined with Yuwei Semiconductor's proprietary algorithms and software systems, the demand for mask substrate (blank) defect detection is realized, and the application field of mask detection is expanded to mask factory incoming material inspection and masking. Full process control inspection of mold substrate factory.
According to reports, in mask substrate factories, Halo-100 equipment can be used in glass substrate incoming material inspection, multi-layer coating process inspection and finished product shipment inspection to help customers monitor cleanliness at each process node.
Jingsheng Co., Ltd.: 8-inch SiC crystal growth equipment has been shipped in batches
Jingsheng equipment supplier recently announced that its 8-inch silicon carbide crystal growth equipment has been successfully shipped in batches, marking an important step for the company in the field of silicon carbide manufacturing equipment. According to the company's current project negotiations, customers have shown significant intention and demand for 8-inch equipment, which reflects the market's urgent demand for larger-sized silicon carbide products. Jingsheng equipment supplier emphasized that although customer demand for 8-inch equipment is strong, the company adopts a cautious attitude when counting orders on hand. Company policy stipulates that only orders that receive advance payment will be included in the statistics of orders in hand.
Kaisheng Technology: High-purity ultra-fine spherical silica products for semiconductor packaging have been sold in small batches
Triumph Technology disclosed the latest research minutes, saying that part of UTG's second-phase 15 million pieces/year production line has entered online debugging status, and Q2 has the conditions for trial production. Based on the existing yield level and the same caliber, it is equivalent to 6.9 inch production capacity, which is expected to reach half of the planned production capacity of the project.
It pointed out that the one-time molding test line is being installed and will continue to ramp up after the project is completed. Based on the principle of prudence, on the one hand, the company's subsequent UTG processing production lines will be constructed one by one according to specific orders; on the other hand, based on the one-time molding test line and new process technology advances, the company will continuously adjust, optimize, and improve the production line configuration and adjust the product structure. Meet the different needs of customers.
At present, the main application field of Kaisheng Technology's UTG is folding screen mobile phones. In addition, it has recently launched the UTG for Guofeng flexible car roll screen. Ultra-thin flexible glass materials have a wide range of applications, and Triumph Technology will actively expand its applications in the electronics field, vehicle-mounted displays, large-screen roll-up displays, smart wearables, acoustics and other fields.
In addition to product research and development to meet the current needs of customers, Triumph Technology is currently focusing on new flexible glass materials for electronics (UTG product and technology customized service solutions, UTG one-time molding, etc.), key materials for screen directional sound generation, and key materials for media-free imaging Materials, solid-state/semi-solid-state batteries and other new energy zirconium materials and other key cutting-edge materials are being developed.
Regarding the construction and market progress of synthetic quartz sand, Kaisheng Technology stated that the civil construction and factory main body of the company's annual 5,000-ton semiconductor silica production line project have been completed, and large equipment such as fluidized bed reactors and distillation towers have been installed. Other Production equipment is being installed one after another. At present, samples of high-purity ultra-fine spherical silica for semiconductor packaging have been verified by domestic and foreign customers and have been sold in small batches. CMP polishing fluid is being verified by many customers.
It pointed out that the one-time molding test line is being installed and will continue to ramp up after the project is completed. Based on the principle of prudence, on the one hand, the company's subsequent UTG processing production lines will be constructed one by one according to specific orders; on the other hand, based on the one-time molding test line and new process technology advances, the company will continuously adjust, optimize, and improve the production line configuration and adjust the product structure. Meet the different needs of customers.
At present, the main application field of Kaisheng Technology's UTG is folding screen mobile phones. In addition, it has recently launched the UTG for Guofeng flexible car roll screen. Ultra-thin flexible glass materials have a wide range of applications, and Triumph Technology will actively expand its applications in the electronics field, vehicle-mounted displays, large-screen roll-up displays, smart wearables, acoustics and other fields.
In addition to product research and development to meet the current needs of customers, Triumph Technology is currently focusing on new flexible glass materials for electronics (UTG product and technology customized service solutions, UTG one-time molding, etc.), key materials for screen directional sound generation, and key materials for media-free imaging Materials, solid-state/semi-solid-state batteries and other new energy zirconium materials and other key cutting-edge materials are being developed.
Regarding the construction and market progress of synthetic quartz sand, Kaisheng Technology stated that the civil construction and factory main body of the company's annual 5,000-ton semiconductor silica production line project have been completed, and large equipment such as fluidized bed reactors and distillation towers have been installed. Other Production equipment is being installed one after another. At present, samples of high-purity ultra-fine spherical silica for semiconductor packaging have been verified by domestic and foreign customers and have been sold in small batches. CMP polishing fluid is being verified by many customers.
