Chinese semiconductor thread II

tokenanalyst

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HuaDa JiuTian (Empyrean EDA) plans to invest 200 million yuan to set up two industry funds​


According to the Semiconductor Industry Network, HuaDa JiuTian issued an announcement on July 26 that HuaDa JiuTian, Beijing Shengshi Zhida Investment Fund Management Co., Ltd. and Shaoxing Binhai New Area Integrated Circuit Industry Equity Investment Fund Partnership (Limited Partnership) signed the "Shaoxing JiuTian Shengshi Venture Capital Fund Partnership (Limited Partnership) Partnership Agreement" and jointly initiated the establishment of Shaoxing JiuTian Shengshi Venture Capital Fund Partnership (Limited Partnership) (tentative name, hereinafter referred to as the "Industry Fund").

The announcement shows that the total planned scale of the industrial fund is 500 million yuan. As a limited partner, HuaDa JiuTian plans to subscribe 100 million yuan of its own funds, mainly investing in the EDA field.

At the same time, HuaDa JiuTian also signed the "Anhui High-tech Yuanhe Puhua Private Equity Investment Fund (Limited Partnership) Partnership Agreement" with Chuzhou Yunjixin Enterprise Management Partnership (Limited Partnership), Suzhou Oriza Holdings Co., Ltd., and Ningbo Hongning Hengtai Xinmai Enterprise Management Partnership (Limited Partnership), and jointly initiated the establishment of Anhui High-tech Yuanhe Puhua Private Equity Investment Fund (Limited Partnership) (tentative name, hereinafter referred to as the "Industry Fund").

The announcement shows that the fund's target subscribed capital is 2.5 billion yuan, of which HuaDa JiuTian, as a limited partner, intends to subscribe 100 million yuan with its own funds. The industrial fund focuses on the ten emerging industries in the Yangtze River Delta region, expands and strengthens the chain-leading enterprises, supports key technologies and key projects with significant benefits in the process of supplementing, consolidating, extending and strengthening the industrial chain, and focuses on the hard technology field with semiconductors and intelligent manufacturing as the core. The investment amount in the specified investment shall not be less than 70% of the fund's investment amount.

HuaDa JiuTian stated that the investment in the two industrial funds is aimed at selecting and supporting outstanding EDA point tool companies, which will help to quickly deploy EDA-related targets, build a full-process EDA tool system, and further enhance corporate competitiveness.

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tokenanalyst

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Quite interesting FAB/Semiconductor Equipment parts manufacturer funded by CAS veterans.

VeTek semiconductor Technology Co., LTD, founded in 2016, is a leading provider of advanced coating materials for the semiconductor industry. Our founder, a former expert from the Chinese Academy of Sciences' Institute of Materials, established the company with a focus on developing cutting-edge solutions for the industry.

Our main product offerings include CVD silicon carbide (SiC) coatings, tantalum carbide (TaC) coatings, bulk SiC, SiC powders, and high-purity SiC materials. The main products are SiC coated graphite susceptor, preheat rings, TaC coated diversion ring, halfmoon parts, etc., the purity is below 5ppm, can meet customer requirements.​

Components for Epitaxy tools:

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SIC Epitaxy tools and MOCVD tools
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Rapid Thermal Processing tools and Etching tools
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Diffusion Furnances, ALD tools and Quartz components.
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And much more including components with materials for lithography machines.

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gelgoog

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"SMIC, which fabricated the 7-nanometre chip for Huawei Technologies last year, boasted a monthly capacity of 837,000 8-inch equivalent wafers during the second quarter, with its capacity utilisation rate rising to 85 per cent, up from 81 per cent in the first quarter and representing the highest reading since the third quarter of 2022.
...
In the first half, SMIC's capital expenditure and fab construction costs totalled US$4.5 billion, compared with US$3.8 billion in the same period a year earlier. The company said it will add about 60,000 12-inch wafer equivalents in new capacity by the end of the year to meet growing customer demand, a faster expansion rate than its original plan of 30,000 to 50,000 12-inch wafer equivalents a year, according to Zhao.

Zhao did not mention the impact of US sanctions but said SMIC has been speeding up fab construction and demanding its suppliers to make faster deliveries."
 
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