Chinese semiconductor thread II

tokenanalyst

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Shengmei Shanghai (ACM Research Shanghai): As of now, the total amount of orders on hand is 6.765 billion yuan​


On the evening of September 30, Shengmei Shanghai issued a voluntary disclosure announcement on the status of orders in hand. Since the beginning of this year, the demand for equipment in the domestic semiconductor industry has continued to grow. The company has continued to deepen its existing market and expand new markets with its technological advantages, product maturity and market recognition. In order to allow investors to better understand the company's operating conditions, the status of contract orders in hand as of September 30, 2024 is now announced as follows:

As of September 30, 2024, the total amount of the company's backlog of orders is RMB 6.765 billion (including the amount of contracts that have been signed and the amount of contracts that have been awarded but not yet signed). The order equipment includes cleaning equipment, electroplating equipment, stress-free polishing equipment, vertical furnace tube equipment, front-end coating and development equipment, and plasma-enhanced chemical vapor deposition equipment, which are critical to the advanced integrated circuit manufacturing and advanced wafer-level packaging manufacturing industries.

In the first half of this year, Shengmei Shanghai has achieved positive results in R&D innovation, intellectual property system construction, production and operation, epitaxial growth, etc. The company's in-depth cooperation with global first-tier semiconductor companies has helped the company to gain a deeper understanding of market demand and develop innovative solutions in a targeted manner. It has also enhanced the company's understanding of new products, new technologies, and new markets, and improved the competitiveness of the company's technology and products.

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tphuang

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unless the fab explicitly says GaN-on-SiC, we have to assume it's GaN-on-Si. In that article, SiC was clearly referring to the 200mm SiC wafers.

producing 300mm SiC substrate commercially at this point is not possible.
 

gotodistance

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China Telecom say AI model with 1 trillion parameters trained with Chinese chips​


The achievement “indicates that China has truly realised total self-sufficiency in domestic LLM training” and marks the start of a new phase for China’s innovation and self-reliance in LLMs, the technology behind OpenAI’s ChatGPT, the AI institute said in a statement published to WeChat.
 

huemens

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China Telecom say AI model with 1 trillion parameters trained with Chinese chips​


The achievement “indicates that China has truly realised total self-sufficiency in domestic LLM training” and marks the start of a new phase for China’s innovation and self-reliance in LLMs, the technology behind OpenAI’s ChatGPT, the AI institute said in a statement published to WeChat.

Yesterday there was news US updated the export control rules to ease up AI chip export to Middle East (who were added to block list along with China in 2023). May be it has something to do with all the reports they are getting about the progress China has been making with domestic chips. They may be starting to fear Chinese chips taking market-share in Middle East and other places.
 

gotodistance

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Yesterday there was news US updated the export control rules to ease up AI chip export to Middle East (who were added to block list along with China in 2023). May be it has something to do with all the reports they are getting about the progress China has been making with domestic chips. They may be starting to fear Chinese chips taking market-share in Middle East and other places.

The U.S. is easing AI exports to the Middle East as China tries to recover from a drop in sales caused by a ban on the use of U.S.-made Nvidia chips in the Middle East.
 
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