Chris Miller pretending he didn’t write what he wrote 3 years ago.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
The article is retarded. Every single company which does chip fabrication invests in capex during a market downturn. You need like three years to build a factory, stuff it with equipment, and ramp it up. By which time the market will have recovered and be growing again.
These Western chip companies just don't want competition. It is as simple as that. The amount of needed semiconductors will increase. Cars continue to increase the amount of chips they use now that EVs are becoming commonplace. IoT applications are another major driver. Pretty soon every light bulb and appliance with be smart and connected to the network. Every vehicle. Ad nauseam.
These Western chip companies just don't want competition. It is as simple as that. The amount of needed semiconductors will increase. Cars continue to increase the amount of chips they use now that EVs are becoming commonplace. IoT applications are another major driver. Pretty soon every light bulb and appliance with be smart and connected to the network. Every vehicle. Ad nauseam.
Guobo, the main provider of TR modules to PLA, has a new project of 3B RMB investment for RF devices. Phase 1 looks like for production of chips and modules. phase 2 is for packaging and testing. Looking to become a major supplier of wide bandgap semi devices and modules for 5G tech
Currently, Guobo is producing GaN high power devices, multi-channel silcon based MMW base stations and III-V MMW RF transceiver front end chips
Silicon carbide substrate orders grow, Tianyue Advanced's 2023 revenue is expected to increase by more than 195%
Tianyue Advanced issued a performance forecast stating that the company expects to achieve operating income of 1.23 billion to 1.28 billion yuan in 2023, which will increase from 812.9655 million yuan to 1.28 billion yuan compared with the same period last year (after adjustment). 862.9655 million yuan, a year-on-year increase of 194.94% to 206.93%.
At the same time, Tianyue Advanced estimates that the net profit attributable to the owners of the parent company in 2023 will be -54 million yuan to -36 million yuan, which will increase by 121.8859 million yuan to 139.8859 million yuan compared with the same period last year; it is expected that in 2023 The annual net profit attributable to the owners of the parent company after deducting non-recurring gains and losses ranges from -135 million yuan to -96 million yuan, which will increase by 123.461 million yuan to 162.461 million yuan compared with the same period last year.
Regarding the reasons for the change in the company's performance, Tianyue Advanced said that in 2023, benefiting from the penetration of silicon carbide in downstream new energy vehicles, photovoltaic power generation, energy storage and other application fields, the overall market size of silicon carbide semiconductors continues to expand. The company's high-quality silicon carbide substrates have been recognized by domestic and foreign customers, and it has carried out extensive cooperation with well-known domestic and foreign companies in the downstream power electronics and automotive electronics fields. The company's orders have increased compared with the previous year.
At the same time, the company's Shanghai Lingang smart factory will start product delivery in 2023. In 2023, the company's conductive product production capacity and output will continue to increase, product delivery capabilities will be enhanced, and operating income will increase significantly compared with the same period last year.
At the same time, Tianyue Advanced estimates that the net profit attributable to the owners of the parent company in 2023 will be -54 million yuan to -36 million yuan, which will increase by 121.8859 million yuan to 139.8859 million yuan compared with the same period last year; it is expected that in 2023 The annual net profit attributable to the owners of the parent company after deducting non-recurring gains and losses ranges from -135 million yuan to -96 million yuan, which will increase by 123.461 million yuan to 162.461 million yuan compared with the same period last year.
Regarding the reasons for the change in the company's performance, Tianyue Advanced said that in 2023, benefiting from the penetration of silicon carbide in downstream new energy vehicles, photovoltaic power generation, energy storage and other application fields, the overall market size of silicon carbide semiconductors continues to expand. The company's high-quality silicon carbide substrates have been recognized by domestic and foreign customers, and it has carried out extensive cooperation with well-known domestic and foreign companies in the downstream power electronics and automotive electronics fields. The company's orders have increased compared with the previous year.
At the same time, the company's Shanghai Lingang smart factory will start product delivery in 2023. In 2023, the company's conductive product production capacity and output will continue to increase, product delivery capabilities will be enhanced, and operating income will increase significantly compared with the same period last year.
The second phase of the Huahong Wuxi Phase I project has been expanded, achieving a total production capacity of 94,500 pieces/month.
Recent industry news shows that Huahong Wuxi’s 12-inch production line has completed the first phase of capital increase and expansion, adding 29,500 wafers of 12-inch products per month, achieving a monthly output of 94,500 for the first phase of the project. The overall goal of the film.
Data show that in August 2017, Huahong Wuxi Phase I project was settled in Wuxi High-tech Zone. The first phase of the project (Huahong Factory No. 7) invested US$2.5 billion to build a 12-inch specialty process integrated circuit production line with a process level of 90 ~ 65/55 nanometers and a monthly production capacity of 40,000 pieces. On September 17, 2019, the first phase of the 12-inch production line of Huahong Wuxi integrated circuit R&D and manufacturing base was officially completed and put into operation.
In 2021, the first phase of Wuxi Huahong Integrated Circuit's capacity expansion project was launched, with a planned total investment of 5.2 billion yuan. It will form a 12-inch specialty process integrated circuit chip production line with a process level of 90-65/55nm and a monthly production capacity of 65,000 pieces.
In June 2022, Wuxi Huahong Integrated Circuit Phase I (Phase II) capacity expansion project began planning, with a total investment of 7,586.64 million yuan. Construction will start in January 2023, and debugging will be carried out from June to September 2023. The acceptance report will be completed. In November 2023, and in December 2023, an announcement was made to add 29,500 pieces of 12-inch products per month.
At present, the first-phase project has achieved the overall target of monthly production of 94,500 pieces after two rounds of expansion. Among these 94,500 pieces, including 20,000 pieces/month of embedded non-volatile memory, 17,000 pieces/month of analog and power management chips, 29,500 pieces/month of logic and radio frequency switch chips, 28,000 pieces/month Power semiconductor chips. The process is maintained at 90nm-65/55nm process.
It is worth mentioning that Huahong Wuxi Phase I project is the world's leading 12-inch specialty process production line and the world's first 12-inch power device foundry production line. Huahong Wuxi's process nodes cover 90~65/55 nanometers. The advanced "characteristic IC + Power Discrete" powerful process platform strongly supports applications in emerging fields such as new energy vehicles, green energy, and the Internet of Things. Its excellent quality management system also meets the needs of automobiles. Stringent requirements for electronic chip production.
Beijing Shuoke Zhongke Xin started the year by successfully delivering multiple ion implanters
Beijing Shuoke Zhongkesin Electronic Equipment Co., Ltd. announced through its official WeChat that the company’s multiple ion implanters have been successfully delivered recently.
According to the data, since its establishment, Beijing Shuoke Zhongkexin has been mainly responsible for overcoming the key technical bottlenecks of ion implantation equipment and supporting the independence and self-reliance of my country's electronic component manufacturing process and equipment, focusing on the research and development and industrialization of ion implanter equipment. industry, making every effort to ensure the safety and stability of my country's industrial and supply chains, and was successfully selected into the fifth batch of national-level specialized and new "little giant" enterprise cultivation lists.
At present, Beijing Shuoke Zhongke Xinzhong beam and large beam equipment have reached process indicators, and the process level has been verified by the advanced integrated circuit production line. The cumulative wafer preparation of the two equipment production lines exceeds 20 million pieces. As a newly launched megavolt-level equipment, the high-energy ion implanter has also opened up the 28nm node. Compared with similar equipment, it has a wider energy range and better injection uniformity.
Wanye Enterprise released its 23rd annual performance forecast, with integrated circuit revenue approximately +80% year-on-year.
Wanye Enterprise (600641) released its 2023 annual performance forecast. The announcement shows that the net profit attributable to the owners of the parent company is expected to be 120 million yuan to 180 million yuan in 2023. Due to the company's real estate segment entering the final stage of profit reduction, coupled with the company's current high investment period in the semiconductor equipment business and other comprehensive reasons, the current period's profit decreased compared with the same period last year. However, it is worth noting that the company's integrated circuit equipment manufacturing business revenue increased significantly by approximately 80% compared with the same period last year. In 2023, the company and its holding subsidiaries added orders for integrated circuit equipment of nearly RMB 370 million. In the fourth quarter, Keshitong signed a contract to sell multiple 12-inch integrated circuit equipment.
Integrated circuit orders continue to make breakthroughs
In recent years, Wanye Enterprise has been deepening its strategic transformation through independent research and development and extended mergers and acquisitions, and has solidly promoted the company's rapid development into the integrated circuit industry. At the same time, the company will simultaneously develop and sell existing real estate properties and will no longer have new land reserves. According to the announcement, during this reporting period, the company's real estate segment entered the final stage, and real estate revenue decreased by approximately 35% compared with the same period last year. In addition, the semiconductor field is a typical capital- and technology-intensive industry with high technology research and development thresholds. The industry invests heavily in the research and development of new technologies and new products, and the investment cycle is long. The company is still in a period of high investment in research and development in the semiconductor equipment business field. , these factors combined led to a decrease in profit for the current period compared with the same period last year.
Based on the long-term development trend of the integrated circuit industry, domestic demand for semiconductor equipment is strong, and there will be a relatively long sustained growth cycle in the future. During the reporting period, the company's special equipment manufacturing business revenue increased significantly by approximately 80% compared with the same period last year. In terms of product matrix, Wanye Enterprise has formed multiple semiconductor front-end core equipment product lines, covering multiple core categories such as ion implanters, etching, thin film deposition, and rapid heat treatment. The company's twin "core" companies in the integrated circuit sector, Keshitong and Jiaxin Semiconductor, have accumulated orders for integrated circuit equipment exceeding 1.5 billion yuan, delivering outstanding results in high-quality transformation. With the follow-up Wanye Enterprises firmly advancing and completing This industrial transformation of strategic significance will build a more powerful and long-term "growth flywheel" of value.
interesting thought. Whatever HW stocked up is close to being de-stocked. So it will have to use close to 100% domestic suppliers for Mate 70. That will be an interesting phone to get your hands on
also after CNY, we will get a new foldble phone from Huawei. Interesting again to see what chip it uses
Semiconductor equipment developer Yiwen Technology completed over 500 million yuan in Series D financing
Recently, Yiwen Technology completed a Series D financing of over 500 million yuan. This round was led by CICC Jiatai Fund and Haitong New Energy, a subsidiary of CICC Capital. Yangzhou Zhengwei, Hongtai Fund, Xi'an Evergreen, Qianxi Capital, and Fengyun Investment, Beyond Moore, Yangtze River Innovation, Chushang Fund, Cairn Ruisheng, Shuimu Capital and other joint investments.
Yiwen Technology is a semiconductor equipment developer founded in 2011. Its main business is the R&D and manufacturing of semiconductor front-end process equipment. The company's main products are etching process equipment and thin film deposition process equipment, which are used in semiconductors (IC and OSD ) front-end process stage, especially in specialty process fields such as compound semiconductors and MEMS.
According to information from Wanchuang Investment Bank, Yiwen Technology has successfully broken the monopoly of some foreign technologies and realized the iteration of mainstream products that are compatible with both foreign head parts cooperative suppliers and domestic suppliers. The performance and reliability of Yiwen Technology's series of products are benchmarked against first-class international companies, and a variety of equipment has been supplied in batches to many domestic leading silicon carbide companies. Yiwen Technology has etching equipment, CVD thin film deposition equipment, glue removal equipment, and ALD equipment with fully independent intellectual property rights, covering multiple categories such as etching, glue removal, ALD, CVD, solid glue, and annealing. It has formed strong competitiveness in the three major subdivisions of etching, thin film deposition, and degumming equipment, and has won the support of BYD Semiconductor, Silan Micro, Sanan Optoelectronics, China Electronics Technology, State Grid Research Institute, Institute of Microelectronics of the Chinese Academy of Sciences, etc. Recognized by leading downstream enterprises and scientific research institutes.
Yiwen Technology is a semiconductor equipment developer founded in 2011. Its main business is the R&D and manufacturing of semiconductor front-end process equipment. The company's main products are etching process equipment and thin film deposition process equipment, which are used in semiconductors (IC and OSD ) front-end process stage, especially in specialty process fields such as compound semiconductors and MEMS.
According to information from Wanchuang Investment Bank, Yiwen Technology has successfully broken the monopoly of some foreign technologies and realized the iteration of mainstream products that are compatible with both foreign head parts cooperative suppliers and domestic suppliers. The performance and reliability of Yiwen Technology's series of products are benchmarked against first-class international companies, and a variety of equipment has been supplied in batches to many domestic leading silicon carbide companies. Yiwen Technology has etching equipment, CVD thin film deposition equipment, glue removal equipment, and ALD equipment with fully independent intellectual property rights, covering multiple categories such as etching, glue removal, ALD, CVD, solid glue, and annealing. It has formed strong competitiveness in the three major subdivisions of etching, thin film deposition, and degumming equipment, and has won the support of BYD Semiconductor, Silan Micro, Sanan Optoelectronics, China Electronics Technology, State Grid Research Institute, Institute of Microelectronics of the Chinese Academy of Sciences, etc. Recognized by leading downstream enterprises and scientific research institutes.