Chinese semiconductor thread II

[tokenanalyst]

Hisense Qianzhao Jiangxi Semiconductor Base 1 billion yuan project goes into production​

According to the news released by Nanchang, the Hisense Qianzhao Semiconductor Project was put into production on August 30. The Hisense Qianzhao Jiangxi Semiconductor Base Project is located in the Xinjian Economic Development Zone of Nanchang City, with a total investment of 1 billion yuan. The contract was signed in August 2023. As of June 25, 2024, in less than a year, the relocation of all equipment and the purchase of new equipment have been completed, and full production has been achieved.

According to Hisense, Hisense Qianzhao's Jiangxi semiconductor base is an important part of Hisense's layout. It will mainly produce RGB display red light chips, MiniLED and high-end LED products. The implementation of the project will enable Hisense Qianzhao to expand product capacity and increase efficiency, and will also promote the comprehensive industrial upgrading of its gallium arsenide series and gallium nitride series products.

It is reported that the main products of Jiangxi Qianzhao Semiconductor Company are GaAs system LED chips, solar cells, VCSEL, etc., and the application scenarios cover display, vehicle, plant lighting, space solar energy, optical communication and other fields. It is reported that after production, the semiconductor company's GaAs series products will achieve an annual output of more than 8 million pieces. In 2024, the annual output value of the entire Nanchang base is expected to exceed 1 billion yuan.

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[tokenanalyst]

Shanghai Hanhong successfully produced 8-inch silicon carbide crystal​

Recently, Shanghai Hanhong Precision Machinery Co., Ltd. (hereinafter referred to as Shanghai Hanhong) successfully pulled high-quality 8-inch silicon carbide crystals in its crystal pulling laboratory using a silicon carbide crystal growth furnace developed and manufactured independently. This crystal has excellent uniformity and low defect density, with a diameter reaching the 200 mm standard. Both the resistivity and crystal orientation meet the requirements of high-end applications, demonstrating Hanhong's outstanding equipment R&D and manufacturing capabilities as well as process control level.

As a high-tech enterprise focusing on semiconductor material crystal production and processing equipment, Shanghai Hanhong has been deeply engaged in the research and innovation of semiconductor material related equipment for many years. The silicon carbide crystal growth furnace used this time adopts the top feeding method and is fully automated. In addition, through the thermal field rotation and thermal field process stability design, it can effectively adjust the radial and axial temperature gradients to ensure the uniformity and stability of the temperature during the crystal growth process.

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[tokenanalyst]

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[tokenanalyst]

Cross-scale surface shape error correction in the bonnet polishing of a freeform surface​

Abstract​

High-precision freeform surfaces are widely used in ultra-precision optical systems to improve imaging performance and reduce optical system weight. With the development of short wavelength optics represented by extreme ultraviolet lithography, the high-precision requirements for the full frequency errors and geometrical complexity of optical freeform surfaces pose great challenges to optical processing and are difficult to achieve by traditional manufacturing processes. This paper proposes a cross-scale surface shape error correction method to correct surface shape errors in different cycles in bonnet polishing. First, the material removal mechanism based on physical and chemical effects was discussed to obtain the method of cross-scale removal functions. Secondly, the analysis method of the frequency response characteristics of the tool based on power spectral density was discussed to analyze, evaluate, and guide the bonnet polishing process of freeform surfaces. Finally, the proposed method was verified by the experiments in processing a fused silica freeform surface of 120 mm diameter; the final root-mean-square (RMS) of surface shape accuracy was better than /100λ/100.

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[tokenanalyst]

Maxsun Technology successfully delivered multiple OLED laser equipment to BOE​

In May 2024 , Maxsun Technology won the bid for the project from BOE. As of September 2 , all winning equipment has been moved into the customer's production line.



Since 2018, Maxsun Technology has been the first to realize the localization of OLED laser cutting (Film Cut) mass production equipment through independent research and development. It has delivered more than ten such devices to domestic display panel companies. With its advantages of high precision, high reliability and high stability, it has helped customers achieve high-quality and low-cost flexible screen production, and won the leading domestic market share of this equipment.

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[tokenanalyst]

The leading domestic semiconductor measurement equipment company, China Electronics Testing Technology Co., Ltd., achieved revenue of 464 million yuan in the first half of the year, a year-on-year increase of 26.91%!​

Recently, China Science and Technology Feitek released its 2024 semi-annual report. During the reporting period, China Science and Technology Feitek achieved operating income of 463.8222 million yuan, a year-on-year increase of 26.91%, mainly due to the positive influence of the following factors: On the one hand, thanks to the important achievements made by the company in key core technologies, industrialization promotion and iterative upgrading of various series of products, the company's product categories are becoming more and more abundant, market competitiveness continues to increase, and market position is further consolidated; on the other hand, the domestic semiconductor testing and measurement equipment market is showing rapid development, and downstream customers have an urgent need for localization of equipment. With strong technological innovation capabilities, excellent product quality and outstanding after-sales service and other positive factors, the company's brand recognition continues to increase, customer group coverage is further expanded, and customer orders continue to grow.

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[Wrought]

Capex at a record high in H1.

China, the world's biggest

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equipment market, spent a record $25 billion on chip tools in the first six months of 2024, SEMI data showed. China maintained robust spending into July, and could be on track for another full-year record. Investment in semiconductor equipment is an important indicator of future market demand and a barometer of industry prospects. China is also expected to be the biggest investor in constructing new chip factories, which includes the purchase of equipment, with total spending expected to hit $50 billion for the full year.

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[tphuang]

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looks like China has broken through here on trench structure Silicon Carbide chips. It has several advantages over planar structure, but is harder to fab.

 

[tphuang]

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Hisilicon is going to have its own product unveiling event on the 9th. Speculation is that it might become its own business unit like the auto BU division. Longer term, it seems like Hisilicon needs a small degree of separation from Huawei to be a larger supplier for other companies.

 

[tinrobert]

Here's a press release I just published advertising my report "CMP Equipment and Consumables: Market Analysis and Forecasts. You can learn more about the report on my web site

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The press release can be read here:

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Applied Materials Losing CMP Equipment Share to China's Huahai Qingke Says The Information Network​