Chinese semiconductor thread II

tokenanalyst

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It does no good to worry about import dependencies and localization. These things simply take time, years or even decades. Look at other industries, EVs or solar panels or whatever you want. How long did it take for local competitors to acquire the skills and scale up? How much longer before they were able to outcompete foreign brands and eventually reach the export market? None of them achieved this overnight. It is a deliberate and iterative process. The fact of the matter is that imports will continue to play an vital role until they can be gradually phased out, and rushing the process will only hurt overall development.
AGAIN, you talk like if is a normal market environment, IS NOT, do you think that Huawei want to enter the semiconductor market? NO THEY DIDN'T WANTED, but they HAVE learned to fab semiconductors in a few years. SAME GOES FOR SMIC, YMTC, JINHUA , CMXT, they are CO-DEVELOPING with Chinese equipment companies and Chinese research institutions the tools they need FAST, in a few years. THEY DON'T HAVE THE LUXURY TO WAIT UNTIL SMEE DEVELOPS ON ITS OWN A SCANNER, whatever they like SMEE or not they HAVE TO COLABORATE TO GET THIS IMMERSION SCANNER WORKING FAST, A LOT OF THE NEW TOOLS THAT WE HAVE POSTED ARE CODEVELOP WITH THE FABS TO REPLACE US TOOLS THAT THEY WOLDN'T BE ABLE TO GET.

Exports controls are pushing Chinese companies to localize whatever they want or not.
 

tokenanalyst

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Shengmei Shanghai plans to raise an additional 4.5 billion yuan to invest in iterative research and development of high-end semiconductor equipment and other projects​


Shengmei Shanghai released a plan for issuance of A shares to specific targets in 2024. The total amount of funds raised by this issuance of stocks to specific targets will not exceed 4.5 billion yuan (including the original amount). After deducting the issuance expenses, the net proceeds are planned to be invested in research and development and process testing platform construction projects, high-end semiconductor equipment iterative research and development projects, and supplementary working capital.

Shengmei Shanghai stated that the investment project with funds raised this time will help the company further enhance its research and development capabilities in the field of semiconductor special equipment, consolidate the company's technical barriers, and assist the implementation of the platform strategy.

The "R&D and process test platform construction project" will draw on the experience of leading international semiconductor equipment companies in setting up their own process test test lines, use the company's existing process test clean room to simulate the wafer manufacturing plant production environment, and configure necessary R&D test instruments and Purchased equipment such as photolithography machines, CMP, and ion implanters, combined with a variety of self-made process equipment, create an integrated circuit equipment R&D and process testing platform to improve the company's industrial layout of R&D and testing links, enhance R&D testing capabilities, and provide the company with We provide more complete testing supporting services from product research and development to finalization, accelerating the implementation of the company's platform strategic goals.



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tokenanalyst

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Yida Capital invests in Zhuo Yihui to help start the process of localization of femtosecond lasers​


Recently, Yida Capital completed an investment of tens of millions of yuan in Suzhou Zhuo Yihui Optoelectronics Technology Co., Ltd. (hereinafter referred to as "Zhuo Yihui"). The company's current round of financing will be mainly used for subsequent research and development investment in laser technology.

Founded in 2021, Zhuoyihui focuses on the research and development of femtosecond lasers and related processing equipment, providing effective solutions for customers from different industries such as precision manufacturing, semiconductors, medical devices, and new energy. The company's product line is mainly composed of femtosecond lasers and laser modules. The laser product line includes ultra-high repetition frequency Fibre, ultra-high stability Vibre, high single pulse energy Ivy and other special products.

Femtosecond laser is the laser with the shortest pulse and the highest peak power among commercial lasers. It is widely used in semiconductors, new energy, biomedicine and other scenarios, and is a core tool in industrial upgrading. Currently, the domestic femtosecond laser market is still in its early stages of development. Due to technical limitations, more than 80% of products still rely on imports.

Zhuo Yihui is currently the only femtosecond laser manufacturer in China that has entered the optical storage and semiconductor industry chain. The company's independently developed high-power, high-energy, ultra-high-stability femtosecond laser uses all-fiber nonlinear amplification cavity technology and does not require a saturated absorber. In addition, the company applies its independently developed welding joints and unique welding process to femtosecond lasers. This technology can adjust the power through the number of reflections and multi-level amplification, and has strong stability, high single pulse energy, large heat dissipation area, It has the characteristics of low cost and meets the industrial-level requirements of the ultra-precision processing industry.

Zhang Qi, founder of Zhuoyihui, believes that lower-cost solutions are an eternal trend. As the technology matures, femtosecond lasers have reached a point where demand is growing exponentially. By optimizing product design and localizing parts, the company has significantly saved costs and expanded the application of femtosecond lasers to more fields.

The Yida Capital investment team believes that currently femtosecond lasers are mostly monopolized by foreign companies, and there is a strong demand for domestic substitution.

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tokenanalyst

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LaserX completed nearly 100 million yuan in Series B financing​


LaserX Technology (Shenzhen) Co., Ltd. ( LaserX ) recently completed nearly 100 million yuan in Series B financing, led by SMIC Juyuan. Many well-known institutions and listed companies such as Waniu and Shenzhen High-tech Investment participated in this round of investment. . Funds from this round of financing will be used for team expansion and product line development.

Founded in 2017, LaserX is a service provider dedicated to providing professional precision equipment and systematic solutions to the optical communications and semiconductor industries. The company's current main business is divided into two parts. The first is the R&D, production and sales of optical chip back-end precision equipment covering chip-level/device-level testing, burn-in, patching, optical path assembly and other links; the second is the precision placement machine And the research and development, production and sales of electronic chip back-end equipment based on high-speed fully automatic ultrasonic thick aluminum wire bonding machines.

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tokenanalyst

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As predicted, Chinese semiconductor companies are establishing themselves in Japan. As Chinese semiconductor companies grow in their home market "the world biggest", thank to US controls, they will try to grab market share outside China.

Western governments may want to restrict companies or even Western companies may want to restrict themselves from the Chinese market, sadly for them, Chinese companies are not going to restrict themselves.


" To develop the Japanese market, why has it become the first stop for domestic semiconductor manufacturers to go overseas?" "The article reported that many domestic semiconductor companies have chosen the Japanese market as their first stop to explore the international market. Domestic semiconductor companies including Danbang Technology, Shengong Co., Ltd., Taiji Co., Ltd., Sunlord Electronics, and Jiangfeng Electronics have established Japanese subsidiaries one after another to actively explore the Japanese market. In addition to setting up self-sales teams, more domestic semiconductor companies including Silan Micro, China Resources Micro, Quectel, etc. have chosen to expand the Japanese market through dealers.

As of now, this trend continues. In order to further develop the Japanese market, in January 2022, Sihui Fushi announced that the company's wholly-owned subsidiary Hong Kong Fushi planned to jointly invest with AMG Co., Ltd.

However, compared with its sales market with a small business volume, Japan's world-class innovation and R&D capabilities and industrial resources are more attractive, which has also prompted companies including Xinyuan Micro, Zhichun Technology, Ruihong Suzhou, and Linweina to enter the market. Domestic semiconductor equipment and material manufacturers have set up R&D centers and industrial bases in Japan.

In August 2022, Kingsemi Kyoto Co., Ltd., a wholly-owned subsidiary of Xinyuan Micro, was officially established in Kyoto, Japan.
Xinyuan Micro said that its Japanese subsidiary will deeply connect with Japan’s high-end industries and R&D resources in the pan-semiconductor field, and enhance the company’s technical strength in the field of equipment and key components. At the same time, we can also use the abundant overseas supply chain resources to find more reliable and cost-effective raw material procurement channels, reduce product production costs, and enhance the overall competitiveness of products.

Pure Technology also established a Japanese subsidiary in 2018, mainly responsible for the design and production of wet process equipment. In the first half of 2023, approximately 5,000 square meters of office and factory buildings of the Japanese subsidiary, which was built overcoming huge external difficulties, were delivered and moved in and officially opened, providing a foundation for further development of overseas markets.

In November 2023, Ruihong Suzhou announced that it planned to invest US$10 million to establish a wholly-owned subsidiary, Christo Advanced Materials Co., Ltd., in Japan to build sales outlets and research and development around Ruihong Suzhou's main business of photoresist and supporting materials. base to strengthen new product development and industrial chain management.
 

Wahid145

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Shengmei Shanghai plans to raise an additional 4.5 billion yuan to invest in iterative research and development of high-end semiconductor equipment and other projects​


Shengmei Shanghai released a plan for issuance of A shares to specific targets in 2024. The total amount of funds raised by this issuance of stocks to specific targets will not exceed 4.5 billion yuan (including the original amount). After deducting the issuance expenses, the net proceeds are planned to be invested in research and development and process testing platform construction projects, high-end semiconductor equipment iterative research and development projects, and supplementary working capital.

Shengmei Shanghai stated that the investment project with funds raised this time will help the company further enhance its research and development capabilities in the field of semiconductor special equipment, consolidate the company's technical barriers, and assist the implementation of the platform strategy.

The "R&D and process test platform construction project" will draw on the experience of leading international semiconductor equipment companies in setting up their own process test test lines, use the company's existing process test clean room to simulate the wafer manufacturing plant production environment, and configure necessary R&D test instruments and Purchased equipment such as photolithography machines, CMP, and ion implanters, combined with a variety of self-made process equipment, create an integrated circuit equipment R&D and process testing platform to improve the company's industrial layout of R&D and testing links, enhance R&D testing capabilities, and provide the company with We provide more complete testing supporting services from product research and development to finalization, accelerating the implementation of the company's platform strategic goals.



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Thats a huge stride. I wonder if other leading edge SME companies like AMAT, LAM, KLA has similar simulation test rooms for iterative improvements and new innovations in the Equipments
 

tokenanalyst

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Domestic RF power supply supplier Hengyunchang starts listing counseling​


Shenzhen Hengyunchang Vacuum Technology Co., Ltd. was established in 2013. It is a company that relies on the design, research and development, and intelligent manufacturing of plasma radio frequency power supply systems to localize equipment in the fields of semiconductors, photovoltaic new energy, and industrial coatings. A high-tech enterprise that provides core component solutions and technology import and export.

On June 17, 2022, Tuojing Technology held the 11th meeting of the first board of directors, and reviewed and approved the "Proposal on Foreign Investment and Shareholding in Shenzhen Hengyunchang Vacuum Technology Co., Ltd." and agreed that the company would use its own funds to Increased RMB 20 million in capital to Hengyunchang, accounting for 3.5088% of the total share capital of Hengyunchang after the capital increase.

Tuojing Technology stated that Hengyunchang is mainly engaged in the research and development, production and sales of radio frequency power supplies for semiconductor equipment, photovoltaic and industrial equipment, and has supplied the company with radio frequency power supplies, radio frequency matchers and other products. This capital increase will help the company improve its industrial layout, be consistent with the company's strategic layout, have a synergistic effect with its main business, and enhance the stability of the company's upstream supply chain.

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tphuang

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tom's hardware just repeating and worsening the original Digitimes articles

Confirming what hvpc said months ago

CXMT figured out a way to work around US sanctions by relaxing their 17nm process to be 18nm so they can increase production with American tools in their new fab under their new subsidiary

40k wpm by end of this year would be quite extraordinary

before you attack them for expanding using American SMEs, just consider that CXMT expanding market share is always a good thing

If they are actually getting close to 100k wpm at fab 1, then they can shift some of the mature production contracts to fab 2, so they can use those equipment on more advanced LPDDR5 capacity and qualify de-Americanized process
 

measuredingabens

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tom's hardware just repeating and worsening the original Digitimes articles

Confirming what hvpc said months ago

CXMT figured out a way to work around US sanctions by relaxing their 17nm process to be 18nm so they can increase production with American tools in their new fab under their new subsidiary

40k wpm by end of this year would be quite extraordinary

before you attack them for expanding using American SMEs, just consider that CXMT expanding market share is always a good thing

If they are actually getting close to 100k wpm at fab 1, then they can shift some of the mature production contracts to fab 2, so they can use those equipment on more advanced LPDDR5 capacity and qualify de-Americanized process
Pretty sure it's a recurring thing with this particular writer. Don't think I've ever seen a Tom's Hardware article on Chinese semi that wasn't written by him. He mostly just reports secondhand without understanding the content.
 

tphuang

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Lion semiconductor with a new production base in HaiNing. To produce 90k wafers per year. The first phase will reach 60k wafers per year. Production to start in Q4

Looks like they are going from fabless to fablite. Producing their own Power amplifiers using GaA probably

Note again, HBT for switches, PAs, LNAs of phones, wifi, wireless communication
pHEMT for satcom
VCSEL for 3D sensing, lidar & optical communication, facial recognition

wow, the VCSEL production in China is really picking up. This will have profound affect for laser industry in general

Based on order at hand, they anticipate reaching 80% utilization in 2024.
 
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