Chinese semiconductor thread II

[mst]

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Gerald Yin Zhiyao, chairman and CEO of Shanghai-listed Advanced Micro-Fabrication Equipment China (AMEC), said during a panel discussion last week that China's semiconductor supply chain can achieve self-sufficiency despite gaps in "quality" and "reliability", providing fresh evidence that US restrictions may have accelerated China's chip industry development.

"I had thought we need at least 10 years to find a solution, but with joint efforts from hundreds of companies over the past two years, we can reach basic self-sufficiency by this summer," he said.

 

[tokenanalyst]

BoZhong Precision: The Semiconductor Innovation Consortium has been included in the list of mandatory projects to build a key platform for domestic semiconductor 2.5D/3D packaging equipment​

Recently, Suzhou Science and Technology Bureau officially announced the list of Suzhou Innovation Consortiums for 2024. Among them, the "Suzhou Semiconductor 2.5D/3D Packaging Key Technology and Core Equipment Innovation Consortium" led by Bozhong Precision stood out and was included in the list of mandatory project establishment projects, marking that the project has been further recognized in promoting technological innovation and independent control of the semiconductor industry.

The "Suzhou Semiconductor 2.5D/3D Packaging Key Technology and Core Equipment Innovation Consortium" selected this time was jointly established by Bozhong Precision as the core force and 12 enterprises and institutions including Soochow University and Harbin Institute of Technology. The consortium focuses on the independent research and development of core components in the field of semiconductor packaging and testing. It aims to build a domestic leading semiconductor 2.5D/3D packaging equipment key technology platform through interdisciplinary and cross-field collaborative innovation, and contribute to breaking the foreign technology monopoly and enhancing the competitiveness of my country's high-end equipment manufacturing industry.

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[tphuang]

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Gerald Yin Zhiyao, chairman and CEO of Shanghai-listed Advanced Micro-Fabrication Equipment China (AMEC), said during a panel discussion last week that China's semiconductor supply chain can achieve self-sufficiency despite gaps in "quality" and "reliability", providing fresh evidence that US restrictions may have accelerated China's chip industry development.

"I had thought we need at least 10 years to find a solution, but with joint efforts from hundreds of companies over the past two years, we can reach basic self-sufficiency by this summer," he said.

btw, if you look back on this thread. his original comment in Chinese has already been posted and discussed. I don't mind reposting stuff, but English articles tend to misinterpret certain comments that were originally in Chinese.

 

[tphuang]

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Vitesco Tech is opening up a new plant in Tianjin that aims to produces SiC power module, 800V stator/rotor, 3 in 1 electric shaft and next-gen transmission controllers. It's unclear to me who their customers are, but apparently they already produced 1 million set of products here.

Looks like they source all their SiC from other Western companies. So when you hear about this vaunted Western FDI into China, that just means Western companies continuing to use Western supply chain and equipment to sell to Chinese customers. That's not the same as Chinese companies using Chinese supply chain and equipment.

 

[tphuang]

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Loongson CPUs now entering Tibet market with local schools using it.

They continue to prepare 2K3000, 3C6000 and 3B6600 for various market types.

 

[CMP]

So basically China imports twice as many chips as it exports. Claims of the imported chips being more valuable also seem to be bunk.
I mean just check out the ratio between value in dollars and number of units moved.

I think once the next fab expansion is over the import/export balance will switch to the opposite way around with more exports than imports. SMIC is basically doubling its capacity. And the other major fabs like YMTC, CXMT, Hua Hong seem to be doing the same.

The claim that guy Jordan Schneider is doing of the expansion being top down planned is just bunk. Like you said the government throws money at promising chip projects but they are originally demanded by the private sector. One good example is Nexchip which was made to produce DDICs for BOE.

Isn't he the one who claimed Chinese chip industry was instantly obliterated? Why even listen to any of his words after that nonsense.

 

[Maikeru]

Just wondering if now would be a good time for SMIC or Huawei to put in a cheeky takeover bid for Intel?

 

[CMP]

Just wondering if now would be a good time for SMIC or Huawei to put in a cheeky takeover bid for Intel?

Given how much CHIPS act money has gone into Intel, it may as well be an SOE at this point. It will never be sold to a foreign entity.

 

[tokenanalyst]

SIRUI Intelligence will launch a major technological innovation in the application of atomic layer deposition in perovskite batteries at Session 6 of the 17th Global Photovoltaic Frontier Technology Conference.

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[tokenanalyst]

Xingyao Semiconductor launches the world's smallest Band2, Band3, and Band7 duplexer chips​

On July 21, 2024, Zhejiang Xingyao Semiconductor Co., Ltd. officially released a new generation of small-size Band 2, Band 3, and Band 7 duplexer chips. All three products are 1411 in size (1.4mm x 1.1mm), which is the smallest discrete duplexer chip size in the world and is released for the first time in the world . The three duplexers launched this time are based on Xingyao Semiconductor's new generation of TF-SAW technology and integrate a variety of patented technologies. The overall performance of the three products has reached the world's first-class level. This is another masterpiece of Xingyao Semiconductor to fill the domestic and even international gaps after the release of various important products such as 1814 and 1612-size high-performance duplexers. Xingyao Semiconductor has always adhered to the route of independent research and development of high-end products, continuously enhancing the technical level in core areas, and has a continuous leading level in the research and development of TF-SAW high-performance filters and their industrialization technology.​

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