Chinese semiconductor thread II

[Wahid145]

I would ignore that post.

9100 is using same process as 9010s

I highly doubt that will be the case. I'm sure both SMIC and Huawei collaborating together can shrink the Interconnect Metal pitch more then they have in K9010

 

[tokenanalyst]

This is a pretty important company with pretty important clients.​

Swedish company acquires vacuum helium leak detector manufacturer Anhui Nuoyi Technology​

On July 10, Atlas Copco announced that it had signed an acquisition agreement with Anhui Noyi Technology Co., Ltd., a manufacturer of vacuum helium leak detectors. Anhui Noyi Technology will become part of the Scientific Vacuum Division of Atlas Copco's Vacuum Technology business area. Anhui Nuoyi Technology is headquartered in Hefei, Anhui Province, has 78 employees and had revenue of approximately US$16.8 million in 2023. Geert Follen, president of Atlas Copco's Vacuum Technique business area, said the acquisition will strengthen Atlas Copco's core in-house helium leak detector technology. The acquisition is expected to be completed in the second half of 2024, and the purchase price has not been disclosed.

Anhui Nuoyi Technology Co., Ltd. is a high-tech enterprise with a registered capital of 32.2 million yuan and a single-building factory. It specializes in the research and development, production and sales of helium mass spectrometer leak detectors , helium leak detection vacuum boxes and recovery systems, airtightness leak detectors, and airtightness leak detection non-standard systems. It has reached strategic cooperation with many scientific research institutes in the field of aerospace in China, and obtained the agency authorization of the first-level vacuum measurement station of the National Defense Science and Technology Industry.
The leak detectors have been exported to Russia, South Korea, India, Thailand, the Philippines and many other countries, and have been highly praised. The company's products are widely used in aerospace, refrigeration and related supporting, automobile manufacturing, power batteries, nuclear industry, vacuum systems, biochemistry, environmental protection, food fermentation, petroleum processing, organic chemistry, Chinese and Western medicine, scientific research and other fields. Since its establishment, it has strictly implemented relevant national standards and industry standards for products. It is committed to the research of high quality, high performance and high efficiency of precision instruments, and applies modern business concepts and management methods. With strong technical support and advanced production and testing equipment, it carefully manufactures NOY brand precision instruments with good stability, high precision, high efficiency and complete functions. With the corporate spirit of "being positive and optimistic, courageous to take responsibility, not making promises lightly, and striving for excellence", it has developed step by step into a company with a wide range of business and considerable influence in the industry among similar companies in China.

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View attachment 132509​

In the other hand this basically throw into the garbage bin the national security crap propaganda of the stooges.

 

[CMP]

This is a pretty important company with pretty important clients.​

Swedish company acquires vacuum helium leak detector manufacturer Anhui Nuoyi Technology​

On July 10, Atlas Copco announced that it had signed an acquisition agreement with Anhui Noyi Technology Co., Ltd., a manufacturer of vacuum helium leak detectors. Anhui Noyi Technology will become part of the Scientific Vacuum Division of Atlas Copco's Vacuum Technology business area. Anhui Nuoyi Technology is headquartered in Hefei, Anhui Province, has 78 employees and had revenue of approximately US$16.8 million in 2023. Geert Follen, president of Atlas Copco's Vacuum Technique business area, said the acquisition will strengthen Atlas Copco's core in-house helium leak detector technology. The acquisition is expected to be completed in the second half of 2024, and the purchase price has not been disclosed.

Anhui Nuoyi Technology Co., Ltd. is a high-tech enterprise with a registered capital of 32.2 million yuan and a single-building factory. It specializes in the research and development, production and sales of helium mass spectrometer leak detectors , helium leak detection vacuum boxes and recovery systems, airtightness leak detectors, and airtightness leak detection non-standard systems. It has reached strategic cooperation with many scientific research institutes in the field of aerospace in China, and obtained the agency authorization of the first-level vacuum measurement station of the National Defense Science and Technology Industry.
The leak detectors have been exported to Russia, South Korea, India, Thailand, the Philippines and many other countries, and have been highly praised. The company's products are widely used in aerospace, refrigeration and related supporting, automobile manufacturing, power batteries, nuclear industry, vacuum systems, biochemistry, environmental protection, food fermentation, petroleum processing, organic chemistry, Chinese and Western medicine, scientific research and other fields. Since its establishment, it has strictly implemented relevant national standards and industry standards for products. It is committed to the research of high quality, high performance and high efficiency of precision instruments, and applies modern business concepts and management methods. With strong technical support and advanced production and testing equipment, it carefully manufactures NOY brand precision instruments with good stability, high precision, high efficiency and complete functions. With the corporate spirit of "being positive and optimistic, courageous to take responsibility, not making promises lightly, and striving for excellence", it has developed step by step into a company with a wide range of business and considerable influence in the industry among similar companies in China.

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View attachment 132509​

Why would the Chinese regulators approve of this sale?

 

[Hyper]

Actually, density itself may not matter directly, but unlike the old days, these days CPU performance and energy efficiency almost come entirely from having more transistors instead of having better transistors, which is especially true for energy efficiency.

One biggest factor is the size of CPU caches. The energy consumption of data transfer from caches is often one order of magnitude lower than from main memory. Apple is the obvious example. Its remarkably impressive CPU energy efficiency is largely due to having a unified 16MB L2 cache for the two performance cores, which is absolutely insane. The L2 cache for other CPUs like Snapdragon 8 Gen 2 is only 1MB, and the L2 is private for each core, not shared. To give you an idea of how insanely big the cache is, the cache die area of the performance cores in Apple A16 and A17 is even larger than the cores themselves. Qualcomm's latest Snapdragon 8 Gen 3 chip also got 20% bigger to fit in bigger cores and more caches. Without the higher density to squeeze in more transistors or without the die area increase, I personally don't think we could see more than 10% improvement in CPU performance and efficiency in the last 4 years (not 10% each year, but 10% across 4 entire years).

There are other factors like having dedicated circuit like vector units, CPU crypto instructions for higher performance and better efficiency, but again, they come from having more transistor budget. From the data I've seen we are sadly in an age where each transistor no longer improves by much each year. GAA and CFET may change the story, but I'm not sure, but at the moment, having better transistor density to fit in more stuff is the indirect and only path towards better CPUs.

Apple has a bigger cache cause they pay for it. Qualcomm cheapens out. Transistor density doesn't matter because each product has a different density and each node has a lower density than advertised. Performance is all that matters.

 

[tphuang]

Tsinghua Unigroup unveils next generation auto MCU THA6206, ASIL-D compliant + EVITA-Full and operates at 400 MHz

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[tinrobert]

Thanks for the report.

I took the liberty to post here below one of your tables:


View attachment 132433

I would like to highlight the so called "Others" row, that I assume mainly refers to Chinese SME manufacturers.

In particular here below I show the domestic ratio by quarter, i.e. how much of the total equipment revenues in China can be extrapolated to be from Chinese manufacturers.

​	Big foreign SME​	Others (mostly Chinese)​	Domestic ratio %​
Q1 2023​	4357​	1603​	26,9%​
Q2 2023​	5117​	2433​	32,2%​
Q3 2023​	8625​	3757​	30,3%​
Q4 2023​	8656​	3473​	28,6%​
Q1 2024​	8484​	4036​	32,2%​

Of course Others is not exactly equal to domestic SME, but we can assume that it is for the largest part.

We can see that ratio is growing YoY, but not so quickly....it is a hard battle!

Actually the "Others" are the rest of the companies selling into China, excluding the Top 6 on the list. You you got it, and thanks for the brekdown.

 

[tinrobert]

Thanks for the report.

I took the liberty to post here below one of your tables:


View attachment 132433

I would like to highlight the so called "Others" row, that I assume mainly refers to Chinese SME manufacturers.

In particular here below I show the domestic ratio by quarter, i.e. how much of the total equipment revenues in China can be extrapolated to be from Chinese manufacturers.

​	Big foreign SME​	Others (mostly Chinese)​	Domestic ratio %​
Q1 2023​	4357​	1603​	26,9%​
Q2 2023​	5117​	2433​	32,2%​
Q3 2023​	8625​	3757​	30,3%​
Q4 2023​	8656​	3473​	28,6%​
Q1 2024​	8484​	4036​	32,2%​

Of course Others is not exactly equal to domestic SME, but we can assume that it is for the largest part.

We can see that ratio is growing YoY, but not so quickly....it is a hard battle!

By the way, how did you segment the "Others" - knowing the SME or knowing the mostly Chinese and either way where did you get the data?

 

[tokenanalyst]

Why would the Chinese regulators approve of this sale?

The don't have a monopoly on the technology inside China, no everything has to be view from a national security lens, it gives the
company access to more capital that they can get from the goverment, it give access to European markets.
This is the second acquisition that I have seen of an European company buying a Chinese high tech company this month.

Also there has been some more or less high profile high tech European acquisitions by Chinese companies that have gone under the radar. All looks like that Europeans companies want to keep having access to the Chinese market despite the stooges in D.C. desires.

 

[FairAndUnbiased]

I wonder what is the situation with chip import substitution sector by sector. Let's say appliances, consumer electronics, cars, smartphones, etc.

auto not only requires ISO 26262 certification but also requires ~15 year supply guarantee, which means that adoption will be slow due to the immense risk despite being relatively low tech.

appliance and consumer electronics should be much better as ASICs and MCUs are lower risk IMO, with broad markets and few safety critical regulatory barriers.

 

[european_guy]

By the way, how did you segment the "Others" - knowing the SME or knowing the mostly Chinese and either way where did you get the data?

I just copied them from your table.

To have a better understanding I rewrite the table removing ASML numbers. Lithography is an outlier here because there are not litho manufacturers in volume production in China at the moment.

I want to compare domestic vs foreign SME in the Chinese market where they both compete, to see how much market Chinese firms were able to grab from international actors.

Again, we assume "Others" mostly means Chinese, but this is not a 100% correct assumption!

	Foreign SME excluded ASML	Others (mostly Chinese)	Domestic ratio %
Q1 2023	3 898	1 603	29,1%
Q2 2023	3 649	2 433	40,0%
Q3 2023	5 968	3 757	38,6%
Q4 2023	6 269	3 473	35,6%
Q1 2024	6 374	4 036	38,8%

Without ASML numbers we see market share of Chinese SME is more or less stable since Q2 2023 at around 40%, although YoY there have been a big jump (30%->40%). So difficult to say.

It seems that improvement in Chinese SME revenues in last quarters is due to Chinese market growth more than market share gains....but we need more YoY comparisons.