Chinese semiconductor thread II

gotodistance

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If you search perplexity.ai for "Huawei Kirin 9100 4nm", you can find the following

The Huawei Kirin 9100 is reportedly an upcoming flagship chipset from Huawei with some impressive specifications:
  1. It is expected to be manufactured using a 4nm process technology.
  2. The chipset is rumored to feature an octa-core CPU configuration with clock speeds up to 3.1GHz.
  3. It will likely include a Mali-G710 MP10 GPU for graphics processing.
  4. The Kirin 9100 is expected to power Huawei's upcoming flagship phones, potentially including the Mate 70 series.
  5. Some reports suggest it may offer superior performance compared to Qualcomm's Snapdragon 8 Gen 2 chipset.
However, it's important to note that some of these details are based on rumors and leaks, as official information from Huawei is limited. The actual specifications and performance of the Kirin 9100 may differ when it is officially released.There has been some controversy surrounding Huawei's chip development due to U.S. sanctions. Some sources speculate about whether the production of advanced chips like the Kirin 9100 potentially violates these sanctions. However, the full details of the chip's development and manufacturing process are not publicly known.The release of the Kirin 9100 is anticipated to be a significant event in the mobile chipset market, as it could demonstrate Huawei's continued ability to produce competitive high-end processors despite facing international restrictions.
 
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tphuang

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If you search perplexity.ai for "Huawei Kirin 9100 4nm", you can find the following

The Huawei Kirin 9100 is reportedly an upcoming flagship chipset from Huawei with some impressive specifications:
  1. It is expected to be manufactured using a 4nm process technology.
  2. The chipset is rumored to feature an octa-core CPU configuration with clock speeds up to 3.1GHz.
  3. It will likely include a Mali-G710 MP10 GPU for graphics processing.
  4. The Kirin 9100 is expected to power Huawei's upcoming flagship phones, potentially including the Mate 70 series.
  5. Some reports suggest it may offer superior performance compared to Qualcomm's Snapdragon 8 Gen 2 chipset.
However, it's important to note that some of these details are based on rumors and leaks, as official information from Huawei is limited. The actual specifications and performance of the Kirin 9100 may differ when it is officially released.There has been some controversy surrounding Huawei's chip development due to U.S. sanctions. Some sources speculate about whether the production of advanced chips like the Kirin 9100 potentially violates these sanctions. However, the full details of the chip's development and manufacturing process are not publicly known.The release of the Kirin 9100 is anticipated to be a significant event in the mobile chipset market, as it could demonstrate Huawei's continued ability to produce competitive high-end processors despite facing international restrictions.

actually had a brain fart with this yesterday.

9100 is supposedly using a new process, but we won't know how dense the process is until it comes out. 40% increase in density is a little bit wishful thinking at this point. I think the most important part is that it will have more core and GPU architectural improvement that we already saw on 9010.
 

tokenanalyst

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Mifee Technology completed a C round of financing of 100 million yuan to accelerate the global layout of semiconductor AMHS​

Mifee Technology recently announced the completion of a C round of financing of 100 million yuan , led by Volkswagen Juding and followed by Jingyou Capital. This financing will increase investment in R&D and operations, expand overseas production capacity, and help Mifee Technology accelerate the global layout of semiconductor automatic material handling systems ( AMHS) .

Since its establishment in 2014, Mifee Technology has relied on its outstanding technical strength to focus on the most complex application scenario in the AMHS system - wafer manufacturing plants. The company has successfully developed five major product series and 33 AMHS products that combine software and hardware. These products have been continuously applied and verified by many domestic and foreign wafer factories, achieving continuous optimization and iteration.

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tokenanalyst

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Jingchi Electromechanical Silicon Carbide Equipment Project Signed in Hebei​



At the signing ceremony, the People's Government of Zhengding County and Zhengding Guokong Group signed investment promotion and settlement agreements and investment cooperation agreements with Jingchi Mechanical and Electrical respectively.According to the information, Jingchi Electromechanical was established in July 2021 and is committed to silicon carbide, diamond, and aluminum nitride., gallium oxide and other third and fourth generation semiconductor material equipment research and development, production, sales and application promotion.The company's current products include 6-inch and 8-inch horizontal air inlet and 6-inch and 8-inch compatible vertical air inlet silicon carbide epitaxial equipment (LPCVD method), diamond growth equipment (MPCVD method), diamond epitaxial equipment, aluminum nitride crystal growth equipment, silicon carbide source powder synthesis furnace, gallium oxide single crystal growth furnace (guided mold method, CZ method), and various crystal and wafer heat treatment furnaces.It is worth mentioning that at the end of May, Jingchi Mechanical and Electrical also won the bid for the single crystal MPCVD equipment procurement project of Tsinghua Flexible Electronics Technology Research Institute.

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gelgoog

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If you search perplexity.ai for "Huawei Kirin 9100 4nm", you can find the following

The Huawei Kirin 9100 is reportedly an upcoming flagship chipset from Huawei with some impressive specifications:
  1. It is expected to be manufactured using a 4nm process technology.
  2. The chipset is rumored to feature an octa-core CPU configuration with clock speeds up to 3.1GHz.
  3. It will likely include a Mali-G710 MP10 GPU for graphics processing.
  4. The Kirin 9100 is expected to power Huawei's upcoming flagship phones, potentially including the Mate 70 series.
  5. Some reports suggest it may offer superior performance compared to Qualcomm's Snapdragon 8 Gen 2 chipset.
However, it's important to note that some of these details are based on rumors and leaks, as official information from Huawei is limited.
You should not trust any of this information. It is highly unlikely that HiSilicon would use Mali for the GPU now that they have their own design. And where is this 4nm process going to come from if they don't even have 5nm?
 

tokenanalyst

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Rongda Photosensitive expects net profit of 67.34-76.32 million yuan in the first half of the year, a year-on-year increase of 50%-70%​


Rongda Photosensitive announced that the net profit attributable to shareholders of the listed company from January to June 2024 is expected to be RMB 67.34 million to RMB 76.32 million, a year-on-year increase of 50% to 70%. The net profit after deducting non-recurring gains and losses from January to June 2024 is expected to be RMB 62.41 million to RMB 71.02 million, a year-on-year increase of 45% to 65%.

Regarding the reasons for the performance changes, Rongda Photosensitive Co., Ltd. stated: consolidated revenue increased, among which the revenue of dry film business grew faster; gross profit margin remained stable, and the gross profit margin of individual products increased.

According to the information, Rongda Photosensitive was established in 1996 and is located at 301 (1st to 3rd floors), No. 71-5, Xintian Avenue, Xintian Community, Fuhai Street, Bao'an District, Shenzhen. It is an enterprise mainly engaged in the research and development, production and sales of electronic photosensitive chemicals such as PCB photoresist, display photoresist, semiconductor photoresist and supporting chemicals. The company's registered capital is RMB 296 million and its legal representative is Huang Yong.

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tokenanalyst

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High-purity and ultra-pure semiconductor piping system supplier Trifluoromethane helps promote the development of the semiconductor industry​


Debut at SEMl-e2024, the 6th Shenzhen International Semiconductor Exhibition

As a supplier focusing on high-purity and ultra-pure semiconductor piping systems, Foshan Sanfulai New Materials Co., Ltd. (Sanfulai for short) brought cutting-edge ultra-pure process PFA products and solutions, including ultra-pure PFA tubes, PFA connectors, PFA valves, PFA rods, PFA bellows, etc.

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Ultrapure pipelines are mainly used in the front-end of wafer manufacturing, involving the fields of semiconductors, optoelectronics, photovoltaics and electronic components. Specifically, they include etching equipment and thin film equipment (PVD, CVD), oxidation/diffusion furnaces, cleaning/annealing equipment, which can be widely used in integrated circuits, advanced packaging, LEDs, photovoltaics, MEMS and other fields; CCP equipment, ICP etching equipment; chemical mechanical polishing (CMP) equipment; CVD thin film equipment, the main products include plasma enhanced chemical vapor deposition (PECVD) equipment, atomic layer deposition (ALD) equipment and sub-atmospheric pressure chemical vapor deposition (SACVD) equipment; ion implanters; coating and development; cleaning equipment; and testing equipment.

One-stop high-purity and ultra-pure semiconductor pipeline system solutions continue to attract fans and demonstrate multiple innovative values

Sanfulai's one-stop high-purity and ultra-pure semiconductor pipeline system solution successfully attracted the attention of the exhibition guests with its unique value. Sanfulai's technical staff introduced the company and some of its products in detail to the on-site visitors at the booth. During the three-day exhibition, the cumulative number of customers who communicated with more than 200 people showed great interest and intention in high-purity products, and some customers placed orders during the exhibition.

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