Chinese semiconductor thread II
- Thread starter vincent
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Well, it is about accelerating things as quickly as possible without being detrimental... That's what the aim should be.
Wanye Enterprise significantly increased capital in its subsidiary Kaishitong, with the post-investment valuation reaching 7 billion
Kaishitong, a subsidiary of Wanye Enterprise , has recently completed industrial and commercial changes, and its registered capital has increased from 85.6388 million yuan to 99.912 million yuan. It is reported that Wanye Enterprise's large-scale capital increase of more than 600 million yuan in Keshitong reflects Wanye's strong confidence in the development momentum of Keshitong's ion implanter products and its continued support for its future development. It is worth mentioning that Keshitong’s post-investment valuation is as high as 7 billion yuan, and it has successfully entered the ranks of unicorn companies.
Looking at the market, the market demand for semiconductor equipment is gradually recovering. According to a research report released by CITIC Construction Investment , starting from the fourth quarter of 2023, batch bidding for domestic equipment by domestic leading wafer factories will soon begin, and orders from domestic equipment companies will increase significantly. Based on its profound insight into and tracking of the integrated circuit industry, Keshitong has actively seized this market opportunity and continuously improved its product delivery capabilities. According to Wanye Enterprise's 2023 annual performance forecast, Wanye's integrated circuit equipment revenue in the fourth quarter was approximately 240 million yuan, a year-on-year increase of approximately 120%. In addition, the company's subsidiary Keshitong has made significant progress in technology upgrades, product research and development and market expansion, and signed a contract to sell multiple 12-inch integrated circuit equipment in the fourth quarter of 2023.
Over the years, Keshitong has continued to deepen its efforts in the industry. Its product development now covers multiple application fields such as logic, storage, and power. Its low-energy large-beam ion implanters and high-energy ion implanters have achieved industrialization breakthroughs, and their processes cover The production rate, yield rate and production capacity replacement rate are all among the best in the industry. Relying on the advantage of self-developed technical barriers, Keshitong has successfully expanded a variety of ion implanter series products through "iteration on demand" to continuously meet the needs of domestic chip production. In recent years, it has continued to increase the continuous improvement of existing equipment products and the development of new products. At present, In the field of advanced logic chip foundry, the conventional low-energy large-beam ion implanter has a 28nm process technology coverage of 100%, and the production capacity has reached the international advanced level. It is currently the domestic supplier that truly achieves full coverage of the 28nm low-energy ion implantation process, and is the first to complete domestic production. High-energy ion implanter production line has passed verification and acceptance.
more on this gallium oxide stuff
definitely looks like Jingxu plans to move beyond RF filters and into other RF fields over time. 5G/6G communication will be huge. RF power amplifiers seem like a natural next step once they get yield up on the small BAW filters and once their tech for Galium oxide on Sapphire wafer get better.
They are planning 30+ production lines of ultra wideband gap RF chips & Gallium Oxide wafers
They have devoted 1.6B RMB for this. So pretty decent effort here and have been building production lines for a while now
definitely looks like Jingxu plans to move beyond RF filters and into other RF fields over time. 5G/6G communication will be huge. RF power amplifiers seem like a natural next step once they get yield up on the small BAW filters and once their tech for Galium oxide on Sapphire wafer get better.
They are planning 30+ production lines of ultra wideband gap RF chips & Gallium Oxide wafers
They have devoted 1.6B RMB for this. So pretty decent effort here and have been building production lines for a while now
Suzhou Guansheng Grinding Pad Project was officially signed with a total investment of 250 million yuan
The Suzhou Guansheng polishing pad project was officially signed, injecting "core" momentum into the development of the integrated circuit industry in Hefei Xinzhan High-tech Zone.
According to news from Hefei Xinzhan District, the project has a total investment of 250 million yuan, a planned land area of 40 acres, and a planned factory building of 50,000 square meters, mainly engaged in silicon-based chemical mechanical polishing pads . After the project is completed, it will be able to produce 20,000 chemical-mechanical polishing pads, 20,000 electronic-grade oversized polishing pads, and 10,000 silicone film sheets per month, and will provide local supporting services to key enterprises such as Jinghe.
It is reported that Suzhou Guansheng Semiconductor Technology Co., Ltd. is a subsidiary of Taiwan Zhisheng Technology Co., Ltd., mainly engaged in the production and manufacturing of semiconductor chemical machinery (CMP) polishing pad technology.
According to news from Hefei Xinzhan District, the project has a total investment of 250 million yuan, a planned land area of 40 acres, and a planned factory building of 50,000 square meters, mainly engaged in silicon-based chemical mechanical polishing pads . After the project is completed, it will be able to produce 20,000 chemical-mechanical polishing pads, 20,000 electronic-grade oversized polishing pads, and 10,000 silicone film sheets per month, and will provide local supporting services to key enterprises such as Jinghe.
It is reported that Suzhou Guansheng Semiconductor Technology Co., Ltd. is a subsidiary of Taiwan Zhisheng Technology Co., Ltd., mainly engaged in the production and manufacturing of semiconductor chemical machinery (CMP) polishing pad technology.
Xiamen Sanyou Optoelectronics Industrial Park project completed
Xiamen Sanyou Optoelectronics Industrial Park project completed
Xiamen Torch High-tech Zone, the Sanyou Optoelectronics Industrial Park project located in Torch High-tech Zone recently successfully obtained the completion acceptance filing certificate.
It is reported that Sanyou Optoelectronics Industrial Park has a construction area of approximately 47,400 square meters and a total investment of approximately 250 million yuan. It is expected that in the second quarter, Sanyou Optoelectronics will gradually start the relocation of production lines, actively integrate into Xiamen's high-tech industrial layout, and strive to become the main supplier of domestic lasers and sensors and the leader in segmented tracks. After use, it will promote upstream chip manufacturers around Xiamen to speed up chip design, and at the same time, it can provide cost-effective optical devices for domestic downstream companies, which will help improve the layout of Xiamen's entire semiconductor industry chain.
Huawei sanctions were extremely due to economic reasons, these charts show why.
But now it's back with fully Chinese supply chain
This is awesome.
Fill the gap in the country! The first advanced semiconductor composite substrate production line comes online
China’s first advanced semiconductor composite substrate production line is online! The opening of the bonded integrated substrate production line has filled a domestic gap and effectively solved the problem of stuck domestic advanced semiconductor composite substrate materials.
China's first advanced semiconductor composite substrate production line comes online! The opening of the bonded integrated substrate production line has filled a domestic gap and effectively solved the stuck problem of domestic advanced semiconductor composite substrate materials.
Solve the stuck problem of advanced semiconductor composite substrate materials
Mu Fengwen, the founder of Qinghe Jingyuan, has been researching in the field of advanced semiconductor composite substrates for 10 years since she was a Ph.D. Like most expert-level entrepreneurial teams, Dr. Mu Fengwen studied for a Ph.D. in Japan before starting her business. After graduation, she has been in frequent contact with the industry. During the process, she saw the pursuit of technology and innovation by Japanese industrial companies, which influenced her determination to return to China to start a business. .
As long as technological breakthroughs are made and production capacity is quickly released, the company can quickly enter the development channel. “Currently, the demand for advanced semiconductor composite substrate materials, especially silicon carbide, exceeds supply in the domestic market; in terms of application fields, new energy vehicles, photovoltaics, power transmission and other fields have large markets.
The first phase of production capacity is 30,000 pieces, and the future will focus on 8-inch substratesChina's first advanced semiconductor composite substrate production line comes online! The opening of the bonded integrated substrate production line has filled a domestic gap and effectively solved the stuck problem of domestic advanced semiconductor composite substrate materials.
Solve the stuck problem of advanced semiconductor composite substrate materials
Mu Fengwen, the founder of Qinghe Jingyuan, has been researching in the field of advanced semiconductor composite substrates for 10 years since she was a Ph.D. Like most expert-level entrepreneurial teams, Dr. Mu Fengwen studied for a Ph.D. in Japan before starting her business. After graduation, she has been in frequent contact with the industry. During the process, she saw the pursuit of technology and innovation by Japanese industrial companies, which influenced her determination to return to China to start a business. .
As long as technological breakthroughs are made and production capacity is quickly released, the company can quickly enter the development channel. “Currently, the demand for advanced semiconductor composite substrate materials, especially silicon carbide, exceeds supply in the domestic market; in terms of application fields, new energy vehicles, photovoltaics, power transmission and other fields have large markets.
The first advanced semiconductor composite substrate production line was put into operation with a scale of 30,000 pieces and plans to reach 150,000 pieces in the future. The substrate size is currently 6 inches and will increase to 8 inches in the future.
Dr. Mu Fengwen’s confidence comes from the maturity and low cost of technology. "Take silicon carbide as an example. The main way to obtain materials in China is the 'crystallization' method. However, this method consumes high energy and requires a temperature of 2,000 degrees to 'grow' the material. The most important thing is that the 'crystallization' process The poor stability and low yield rate make high-quality silicon carbide materials less available and expensive."
The core reason why Qinghe Jingyuan was put into production quickly was driven by technological innovation. "The company uses the 'composite' principle to combine high- and low-quality substrate materials. While making full use of high-quality materials, it also utilizes low-quality materials. This method effectively reduces material costs and ensures high performance and low cost. Cost of supply of substrate materials." Dr. Mu Fengwen said.
escobar
Brigadier
AI chip demand forces Huawei to slow smartphone production
This actually is pretty awesome. I think we should all read up on this big time.
Gallium nitrates on different substrates is the way to go
it would be helpful to understand how customers plan to use this or how composites work in practice