Chinese semiconductor thread II

tokenanalyst

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TuoJing Technology (Piotech): The first ultra-high aspect ratio trench filling CVD product has passed customer verification​


Recently, Tuojing Technology stated in an institutional survey that the first ultra-high aspect ratio trench filling CVD product independently developed and launched by the company has passed customer verification, achieved industrial application, and obtained repeat orders from customers and orders from different customers, and has been shipped to clients for verification.

Ultra-high aspect ratio trench filling CVD equipment can deposit high-quality dielectric film materials on the surface of the wafer. After curing and oxidation processes, it can completely fill the gap without leaving holes and gaps. Tuojing Technology said that it has shipped more than 15 reaction chambers related to ultra-high aspect ratio trench filling CVD equipment.

In addition, TuoJing Technology's PECVD Bianca equipment is a wafer backside thin film deposition equipment, which is mainly used to correct wafer warping and protect the backside of wafers during integrated circuit manufacturing, and can be used in the storage field and logic field. In the first half of this year, TuoJing Technology's first PECVD Bianca process equipment passed customer verification and achieved industrial application. As of the end of the first half of the year, a total of more than 25 reaction chambers have received orders, and some reaction chambers have been shipped to customers.

Tuojing Technology stated that research and development is the cornerstone of the company's development. The company will continue to make high-intensity R&D investments, continuously develop new products and new processes, and iterate and upgrade products according to customer needs, thereby promoting the company's stable development. It is expected that the proportion of R&D investment in operating income in 2024 will remain above 20%.

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jli88

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This is about the broader semiconductor industry.

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I kind of agree here. Huawei does tend to go big and monopolistic, in some cases it will harm Chinese ecosystem. For example, it would be much better for the ecosystem if:
  1. Hisilicon were to supply its chips to others
  2. Hongmeng was made available to other vendor
 

Quan8410

Junior Member
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This is about the broader semiconductor industry.

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I kind of agree here. Huawei does tend to go big and monopolistic, in some cases it will harm Chinese ecosystem. For example, it would be much better for the ecosystem if:
  1. Hisilicon were to supply its chips to others
  2. Hongmeng was made available to other vendor
Apple has the same strategy so what is the problem? The problem lie in other firms who does not R&D and rely on western tech crap.
 

Jamie28

New Member
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This is about the broader semiconductor industry.

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I kind of agree here. Huawei does tend to go big and monopolistic, in some cases it will harm Chinese ecosystem. For example, it would be much better for the ecosystem if:
  1. Hisilicon were to supply its chips to others
  2. Hongmeng was made available to other vendor

A monopoly is not bad per se, it is when it no longer innovates and prevents others from innovating.

A split up of Huawei at this stage would the american wet dream.
 

henrik

Senior Member
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This is about the broader semiconductor industry.

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I kind of agree here. Huawei does tend to go big and monopolistic, in some cases it will harm Chinese ecosystem. For example, it would be much better for the ecosystem if:
  1. Hisilicon were to supply its chips to others
  2. Hongmeng was made available to other vendor

The problem is that any other vendor using Hongmeng will be grouped together with huawei and banned easily.
 

huemens

Junior Member
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This is about the broader semiconductor industry.

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I kind of agree here. Huawei does tend to go big and monopolistic, in some cases it will harm Chinese ecosystem. For example, it would be much better for the ecosystem if:
  1. Hisilicon were to supply its chips to others
  2. Hongmeng was made available to other vendor

Hisilicon makes different types of chips and some are sold to whoever would buy. As for chips made on leading-edge nodes with limited fab capacity like Smart phone SoCs, they obviously don't make enough to supply another company even if Huawei wanted to sell them and others wanted to buy it.

HarmonyOS has an Open Source version. In fact, at least one budget phone company has released a device that uses HarmonyOS and HMS ecosystem.

What's more concerning is other Chinese companies not doing enough to adopt local solutions until they get sanctioned. Even Huawei was like that before they got sanctioned.

For example, there's Unisoc a Chinese SoC vendor that could become like Mediatek. But big Chinese phone brands doesn't give them a chance even for their low end models.
 
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BlackWindMnt

Captain
Registered Member
This is about the broader semiconductor industry.

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I kind of agree here. Huawei does tend to go big and monopolistic, in some cases it will harm Chinese ecosystem. For example, it would be much better for the ecosystem if:
  1. Hisilicon were to supply its chips to others
  2. Hongmeng was made available to other vendor
What do you mean with Hisilicon supplying chips to others because as far as i know Hisilicon is actually doing that but more at the embedded compute scale. It would be more beneficial if Hisilicon would be more like ARM where they also rent out semi conductor designs/patterns a bit like what SiFive did in the US.

Hongmeng will be available to others via open-Harmony kind of like the current situation in China regarding Android.
 

tonyget

Senior Member
Registered Member
What do you mean with Hisilicon supplying chips to others because as far as i know Hisilicon is actually doing that but more at the embedded compute scale. It would be more beneficial if Hisilicon would be more like ARM where they also rent out semi conductor designs/patterns a bit like what SiFive did in the US.

Hongmeng will be available to others via open-Harmony kind of like the current situation in China regarding Android.

Hisilicon sell Ascend GPU to others
 
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