Chinese semiconductor thread II
- Thread starter vincent
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BYD is a lot more vertically integrated than probably any other automaker.
The article says:
This has to do with US leveraging AI chips for geopolitical influence in Arab countries more than with China. China is just an excuse, as usual.
US is approaching the export of AI chips like the selling of weapons abroad: they have a long list of strings attached, they are tools in a "stick and carrot" game US routinely performs with third parties, especially not allied ones (i.e. not vassal ones).
Just a small data point (although not semiconductor related, but helps understanding the big picture here): Saudis , although it was scheduled for Jan 1st. This clearly must be due to huge pressure from US on them.
This is the kind of geopolitical discourse at play here, AI chip export is just another new arrow in US quiver.
There is nothing fundamentally that prevents these countries from buying Ascend chips once 910C is out. In fact, Bytedance will be a huge buyer this year. That's kind of why Huawei has been working so hard to get Ascend integrated with PyTorch. And more recently, it has built an AI datacenter in Egypt. It's quite possible that US govt gets too arrogant in this process and don't appreciate there are alternatives.
Of course, this is also contingent on Huawei showcasing to Arab states what it has.
Sirui Intelligence announced the completion of its B+ round of financing.
Recently, Qingdao Sifang SIRUI Intelligent Technology Co., Ltd. (SIRUI Intelligent) announced the completion of its B+ round of financing, with investors including CRRC Sifang Rolling Stock Research Institute, CRRC Capital, CICC Capital, Qianfan Capital, Stonebrook Capital and Qingsong Capital. Founded on January 22, 2018, SIRUI Intelligent is an intelligent technology company focusing on industrial coating applications such as integrated circuits, emerging semiconductors, pan-semiconductors and optoelectronics.
The company mainly provides ALD coating solutions for global customers, and its main products include BENEQ ALD equipment, LUMINEQ display screens, etc. This round of financing will be used to increase R&D investment, enhance product competitiveness, expand market channels, and further consolidate the company's position in the industry.
Injet has expanded their offering of power supplies for the semiconductor equipment industry.
Yingjie Electric: The expansion of RF power supply business is one of the important directions for the company's performance growth in the next two years.
What is the progress of the company's RF power supply?
A: Judging from the situation in the first few months of 2024, the number of orders and customer conditions for RF power supplies are relatively stable, models are currently in mass production. The company is actively promoting research and development, and is also ready to further expand the production capacity of RF power supplies, striving to achieve mass production of more models of RF power supplies in the second half of this year and next year.
How about the order of silicon carbide furnace power supply?
The industry is currently in the process of technological upgrading and iteration. Equipment is transforming to larger sizes, and the company is also cooperating with customers to match the corresponding power supply.
What is the order situation of other industries of the company?
The company's other power supply business areas involve many sub-industries. From the current situation, the metallurgical and glass fiber industries have grown significantly year-on-year, and orders for other power supply businesses have increased year-on-year.
A: Judging from the situation in the first few months of 2024, the number of orders and customer conditions for RF power supplies are relatively stable, models are currently in mass production. The company is actively promoting research and development, and is also ready to further expand the production capacity of RF power supplies, striving to achieve mass production of more models of RF power supplies in the second half of this year and next year.
How about the order of silicon carbide furnace power supply?
The industry is currently in the process of technological upgrading and iteration. Equipment is transforming to larger sizes, and the company is also cooperating with customers to match the corresponding power supply.
What is the order situation of other industries of the company?
The company's other power supply business areas involve many sub-industries. From the current situation, the metallurgical and glass fiber industries have grown significantly year-on-year, and orders for other power supply businesses have increased year-on-year.
This is a very interesting information. The video below is a dieshot and detailed analysis of Kirin9010
Last time he found Athena AH74 alignment mark on Kirin9000s，which indicates that Kirin9000s was fabricated with ASML machines. But this time，he did not find any alignment mark from ASML or Nikon or Canon. Could this mean that Kirin9010 was fabricated with domestic lithography machine ?
Last time he found Athena AH74 alignment mark on Kirin9000s，which indicates that Kirin9000s was fabricated with ASML machines. But this time，he did not find any alignment mark from ASML or Nikon or Canon. Could this mean that Kirin9010 was fabricated with domestic lithography machine ?
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Another breakthrough! Keyou Semiconductor's crystal thickness exceeds 80mm
On May 29, the silicon carbide crystal growth workshop of Keyou Semiconductor reported good news. The self-developed resistance crystal growth furnace achieved another breakthrough and successfully produced multiple conductive 6-inch silicon carbide single crystals with a center thickness of more than 80mm and a thin point thickness of more than 60mm. This is also the first time in China that a silicon carbide native ingot blank with a thickness of more than 60mm has been reported and displayed. The thickness is 3 times the thickness of the mainstream crystal in the industry. The cost of a single piece has been reduced by 70% compared with the original, effectively improving the profitability of the company. This batch of crystals has a slightly convex morphology, a smooth surface and no obvious defects.
Harbin Keyou Semiconductor Industry Equipment and Technology Research Institute Co., Ltd.
Harbin Keyou Semiconductor Industry Equipment and Technology Research Institute Co., Ltd. was established in May 2018. The company is located in Harbin New District. It is a national high-tech enterprise focusing on the research and development of third-generation semiconductor equipment, substrate production, device design, and transformation of scientific research results. The research and development covers multiple fields such as semiconductor equipment development, crystal growth process, and substrate processing. It has formed independent intellectual property rights and has accumulated more than 80 authorized patents, realizing independent control of advanced technologies. Keyou Semiconductor has built an integrated third-generation semiconductor industry-university-research cluster in Harbin New District, realizing the closure of the entire industrial chain of silicon carbide materials from raw material purification-equipment manufacturing-crystal growth-substrate processing-epitaxial wafers, and is committed to becoming a major supplier of key materials and high-end equipment for third-generation semiconductors.
Inner Mongolia Daquan Semiconductor's 10,000-ton electronic special gas project was approved
The Semiconductor Industry Network learned that on May 28, the Inner Mongolia Autonomous Region Investment Project Online Approval Service Hall announced the registration information of the Inner Mongolia Daquan Semiconductor Electronic Special Gas Project.
It is understood that the project is constructed by Inner Mongolia Daquan Semiconductor Co., Ltd. with an investment of 225.68 million yuan. The location is No. 1 Qihang Street, Industrial Park, Haringer Town, Jiuyuan District, Baotou City, Inner Mongolia Autonomous Region.
The project will build an annual production capacity of 6,000 tons of electronic-grade dichlorosilane, 1,000 tons of electronic-grade silane gas, 40 tons of hexachlorodisilane, 400 tons of electronic-grade hydrogen chloride, 1,000 tons of ultra-high purity hydrogen, 1,000 tons of electronic-grade silicon tetrachloride, and 2,000 tons of electronic-grade trichlorosilane. The project will include supporting facilities such as reaction devices, separation devices, condensation devices, purification devices, and filling stations.
Inner Mongolia Daquan Semiconductor Co., Ltd. was established on September 8, 2023. It is wholly owned by Inner Mongolia Daquan New Energy Co., Ltd. and is located at No. 1 Qihang Street, Jiuyuan Industrial Park, Haringer Town, Jiuyuan District, Baotou City, Inner Mongolia Autonomous Region. Business scope includes: manufacturing of special electronic materials; research and development of special electronic materials; sales of special electronic materials, etc.
It is understood that the project is constructed by Inner Mongolia Daquan Semiconductor Co., Ltd. with an investment of 225.68 million yuan. The location is No. 1 Qihang Street, Industrial Park, Haringer Town, Jiuyuan District, Baotou City, Inner Mongolia Autonomous Region.
The project will build an annual production capacity of 6,000 tons of electronic-grade dichlorosilane, 1,000 tons of electronic-grade silane gas, 40 tons of hexachlorodisilane, 400 tons of electronic-grade hydrogen chloride, 1,000 tons of ultra-high purity hydrogen, 1,000 tons of electronic-grade silicon tetrachloride, and 2,000 tons of electronic-grade trichlorosilane. The project will include supporting facilities such as reaction devices, separation devices, condensation devices, purification devices, and filling stations.
Inner Mongolia Daquan Semiconductor Co., Ltd. was established on September 8, 2023. It is wholly owned by Inner Mongolia Daquan New Energy Co., Ltd. and is located at No. 1 Qihang Street, Jiuyuan Industrial Park, Haringer Town, Jiuyuan District, Baotou City, Inner Mongolia Autonomous Region. Business scope includes: manufacturing of special electronic materials; research and development of special electronic materials; sales of special electronic materials, etc.
