Chinese semiconductor thread II

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"This is what annihilation looks like: China’s semiconductor manufacturing industry was reduced to zero overnight. Complete collapse. No chance of survival."

This take will never stop being funny to me. If/when the first Chinese production EUV machine is ready, it should be revealed to the world like this: The machine is on a stage, covered by a sheet. The sheet is yanked off the machine. Then a huge banner with the Jordan Schneider tweet on it drops down. Everyone laughs and cheers.
 

SanWenYu

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"This is what annihilation looks like: China’s semiconductor manufacturing industry was reduced to zero overnight. Complete collapse. No chance of survival."

This take will never stop being funny to me. If/when the first Chinese production EUV machine is ready, it should be revealed to the world like this: The machine is on a stage, covered by a sheet. The sheet is yanked off the machine. Then a huge banner with the Jordan Schneider tweet on it drops down. Everyone laughs and cheers.
Nah he is nobody for the Chinese government and the Chinese semiconductor industries to take him serious.
 

tokenanalyst

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Xinshi Technology received tens of millions of yuan in Pre-A round of financing, focusing on the field of semiconductor front-end measurement and testing equipment.​


It is reported that Xinshi Technology was established in August 2023 and is located in Wuxi. Its product layout focuses on the field of semiconductor front-end measurement and testing equipment. It has a research and development team with backgrounds in the Chinese Academy of Sciences as its technical team and a team of technical experts from international first-line measurement and testing equipment companies. The company has launched its first R&D prototype within half a year of its establishment and received orders from domestic leading customers.

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As one of the most important core equipment in the integrated circuit production process, semiconductor measurement and testing equipment is a key link to ensure chip manufacturing yield and improve production efficiency. In the current severe situation where the measurement and testing equipment market is still highly monopolized by foreign companies and the localization rate is less than 10%, the demand for localization is particularly urgent.​


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tphuang

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@myplace_myworld comments on X that Kirin 9100 will not use 5nm technology.
@myplace_myworld Is this person a trusted insider?

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i don't know if this person is a trusted insider, but Kirin 9100 will not use 5nm tech since that doesn't currently exist at SMIC.
expect around N7+ or N6 in this iteration. I've been saying that for a while now. Expect improved process but do people really think they can increase density by 40% in one improvement?
 

tokenanalyst

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Major breakthrough of Jingshi: G7 photomask substrate production line is completed!​


Recently, Anhui Jingshi Technology Co., Ltd., a wholly-owned subsidiary of Shenzhen Jingshi, completed the installation and commissioning of equipment, realizing the smooth completion of the country's first G7 generation large-area mask substrate production line, and completed the delivery of the first set of 520mm*800mm large-area quartz mask substrates on July 18, marking that Jingshi has achieved a technological breakthrough and has become China's largest area photomask substrate supplier.

In 2023, after Anhui Jingshi Technology Co., Ltd. successfully completed a round A financing of tens of millions of yuan, it built a domestic leading large-area quartz substrate production line in Mingguang City, Anhui Province, covering the entire chain including polishing, cleaning, mold plating, gluing, and testing.​

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tokenanalyst

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The Institute of Semiconductor Engineering of the Chinese Academy of Sciences has made progress in the study of generating spin polarization in gallium arsenide (GaAs).​


How to generate spin polarization in semiconductor material systems is a key scientific issue in the field of semiconductor spin electronics and has attracted widespread attention from researchers. The conventional method is to inject net spin into the semiconductor through a spin-polarized current in a magnetic metal/semiconductor heterojunction. If spin polarization can be generated in a non-magnetic semiconductor material system, it will effectively avoid the difficulties such as conductivity mismatch encountered in magnetic metal/semiconductor heterojunctions, thereby providing more options for the study of related spin electronics effects.

The research team of Zhao Jianhua from the Institute of Semiconductors, Chinese Academy of Sciences, and the team of Professor Xiong Peng from Florida State University, USA, have carried out long-term cooperation in the field of semiconductor spin electronics, and proposed a new scheme to generate spin currents (i.e., "Chirality-Induced Spin Selectivity", CISS) by converting chirality and spin polarization, which is used to generate spin polarization in semiconductors. The research team built a lateral spintronic device with "chiral molecules/semiconductor GaAs channel" as the core (Figure 1a, b), and observed the Hanle signal that characterizes the successful injection of spin into the semiconductor GaAs channel (Figure 1c).

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LanceD23

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Auto power chip market share from first 5 months of the year. It's amazing to me that this line of Chinese auto market share is under 10% gets repeated so much inside China when it's clearly nonsensical


Power chip is kind of simple.

I think the hardest chip to make for auto is safety brake system and often dominated by Bosch.
next complicated one is battery management chip, for monitor and regulate.
then there's DSP for Motor control.

Does BYD has brake system, battery management and motor control chip? It still has a way to go.
 

tokenanalyst

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Wanye Enterprise launches a new generation of ion implanters: technological breakthroughs lead the innovation of chip manufacturing.​


Wanye Enterprise, a leading domestic semiconductor equipment manufacturer, announced the latest progress of a new product with milestone significance, the Kaishitong series ion implanter. This equipment, with its highly complex system and R&D difficulty close to that of a photolithography machine, demonstrates the strong strength of domestic high-end semiconductor equipment.

The newly launched ion implanter has achieved significant technical upgrades, especially in terms of ultra-low energy and high-dose implantation, high-angle uniformity control, and equipment capacity improvement. Through hundreds of technical upgrades, the Kaishitong team has not only improved equipment performance, but also met customers' stringent requirements for precision technology. This indicates that China is gradually narrowing the gap with the international advanced level in the field of key chip manufacturing equipment.

The marketization of this ion implanter will directly affect the global semiconductor industry chain. In the four major application fields of logic, storage, power and CIS, it has won key orders from many 12-inch wafer factories, showing strong market acceptance. Especially in the wide bandgap semiconductor industry such as silicon carbide, Kaishitong's high-temperature ion implanter has demonstrated its forward-looking layout, indicating that it will have a significant impact in emerging markets in the future.

As Wanye Enterprise increases its R&D investment, the industrialization process of its full range of ion implanters is also accelerating, including SOI hydrogen ion implanters, SiC high-temperature ion implanters, etc., which will provide customized solutions for different application scenarios. This series of innovations will reshape the market landscape, challenge existing competitors, and may promote more domestic equipment to the international market.

For consumers, this means more stable and efficient chip production, which is expected to reduce the cost of electronic products and improve the overall performance. However, it also means that competition in the industry will be more intense, and only those companies that can continue to innovate and provide high-quality services can gain a foothold in the market.

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