Chinese semiconductor thread II

[gelgoog]

Nexchip will start mass production of 28nm process now. It's process has passed testing/validation stage.

See #4943.

Jinghe = Nexchip.

There is also a press release about the 28nm achievement at their website.

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Hua Hong will have to step up. Just making 55nm at Wuxi will not cut it anymore.

Thus far the Nexchip 28nm process seems to be just for logic but expect 28nm DDICs for OLED panels sooner or later.

 

[tokenanalyst]

Tongfu Microelectronics Nantong Advanced Packaging and Testing Project started with a total investment of 3.52 billion yuan​

It is understood that the advanced packaging and testing project that started construction this time is another major project deployed by Tongfu Microelectronics in Nantong. It includes three sub-projects with a total investment of 3.52 billion yuan. After the project is completed, it will introduce world-class packaging and testing technology and equipment, and its products will be widely used in high-performance computing, artificial intelligence, network communications and other fields.

In recent years, Tongfu Microelectronics has actively responded to the country's major strategic deployments, deeply explored market demand, closely integrated with the development trends of advanced technologies at home and abroad, overcome numerous technical difficulties for projects, and laid a solid foundation for the entity . With its excellent product quality and highly competitive solution costs, it has made positive contributions to the high-quality development of Nantong's integrated circuit industry.

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[tokenanalyst]

Pingwei Industrial's RF (5G) front-end chip and module industrialization supporting project was successfully approved.​

It is understood that Chongqing Pingwei Industrial Co., Ltd. is actively expanding its business areas and entering the mid-to-high-end chip market, covering products such as MOSFET, IGBT, silicon carbide, gallium nitride, radio frequency devices, and special ICs. At present, the company's projects of this type have been initially recognized and approved, with a total investment of 150 million yuan, of which 1.8 million yuan is invested in environmental protection.

The project will build a new plant with a total construction area of 60,196 square meters (including Plant 1, Plant 2, and Plant 3), a total construction area of 1,700 square meters for the water station and warehouse, and a supporting dormitory building with a construction area of 8,900 square meters. After the completion of the project, it is expected to achieve an annual production capacity of 2 million IGBT power modules, 50 million RF devices, and 30 million SIP modules.

Pingwei Industrial is a power semiconductor company with nearly 20 years of development history, with more than 1,100 employees and an annual production capacity of more than 20 billion pieces. As a leading company in power semiconductor devices, Pingwei Industrial's products are widely used in consumer electronics, industry, automobiles and other fields, providing professional support for the global electronics industry.

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[tokenanalyst]

China RF ecosystem is growing thanks to US export controls.​

Looks like, as always, that US export controls backfired, US companies used to dominate Huawei RF ecosystem.

2019

But looks like Huawei has finally replace them with domestically manufactured components. That means that RF communication hardware OEMs in China can access to domestic modules, so no only the stooges export controls costed US companies billions, didn't achieve its intended objective <killing Huawei just to embarrass the "SeeSeePee"> and clouded the future of US RF companies in China. US companies still sell a lot in China to the others smartphone makers but with Chinese companies access to domestic components, so US companies could lose their monopoly status in China and have to cheap up prices.


The interesting part is that not only Hisilicon making more RF chips but also other companies in China, given Huawei stringent quality controls, catching up.

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[tphuang]

China RF ecosystem is growing thanks to US export controls.​

Looks like, as always, that US export controls backfired, US companies used to dominate Huawei RF ecosystem.

2019
View attachment 137135
But looks like Huawei has finally replace them with domestically manufactured components. That means that RF communication hardware OEMs in China can access to domestic modules, so no only the stooges export controls costed US companies billions, didn't achieve its intended objective <killing Huawei just to embarrass the "SeeSeePee"> and clouded the future of US RF companies in China. US companies still sell a lot in China to the others smartphone makers but with Chinese companies access to domestic components, so US companies could lose their monopoly status in China and have to cheap up prices.

View attachment 137137
The interesting part is that not only Hisilicon making more RF chips but also other companies in China, given Huawei stringent quality controls, catching up.

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once these domestic power amplifier modules can supply most of the domestic phones, it's pretty safe to just cut off Ga exports.

It seems like a pretty obvious response to the next round of chip sanctions, but we will see.

 

[caudaceus]

once these domestic power amplifier modules can supply most of the domestic phones, it's pretty safe to just cut off Ga exports.

It seems like a pretty obvious response to the next round of chip sanctions, but we will see.

I've seen claims that they'd use Diamond and AlN

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[tphuang]

I've seen claims that they'd use Diamond and AlN

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Please change these links to twitter.com in the future. I shouldn't have to do this myself.

And why would you pay attention to takes from a guy who doesn't know anything about military stuff? The proposed future T/R modules are GaN-on-Diamond. So, it would still use GaN epitaxy.

This is a serious thread. not one to post random takes from losers online.

 

[tokenanalyst]

Please change these links to twitter.com in the future. I shouldn't have to do this myself.

And why would you pay attention to takes from a guy who doesn't know anything about military stuff? The proposed future T/R modules are GaN-on-Diamond. So, it would still use GaN epitaxy.

This is a serious thread. not one to post random takes from losers online.

Correct, Aluminium Nitride can be used for HEMT (High Electron Mobility Transistors) that can be used for high frequency application but those transistors still require Gallium Compounds. Wide bandgap is good and all for power applications but for high speed switching like radar and communications the mobility part is important and I don't remember seeing in the research literature a material that can beat Gallium Compounds in that aspect.

 

[bd popeye]

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Workers are busy on the production line of electronic components to fulfill domestic and foreign orders at Poppula, a Chinese semiconductor producer in Suqian, Jiangsu province on Oct 8, 2024. So far, the company's product sales has covered 21 provinces and autonomous regions across China and 72 countries and regions around the world, with its main customers being Huawei, Xiaomi, Samsung, Panjit, Skyworth, BYD and many other first-line manufacturers. Poppula products are widely used in mobile phones, household appliances, vehicle equipment and other commodities. [All Photos/VCG]

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[tokenanalyst]

Rogers' new production base for high-power semiconductor ceramic substrates in Suzhou officially started production​

On the morning of October 11, the new production base of curamik? high-power semiconductor ceramic substrates in Suzhou, Rogers Electronic Materials (Suzhou) Co., Ltd., was officially put into operation.
Rogers Electronic Materials (Suzhou) Co., Ltd. plans to invest a total of US$100 million, of which US$30 million will be invested in the first phase of the project. The plant area is 15,000 square meters and is expected to be fully delivered in mid-2025. After reaching full production, the annual revenue can reach US$200 million. After production, it will help shorten the delivery cycle, deepen the technical cooperation between Rogers and Asian customers, and better meet the growing demand for metallized ceramic substrates in applications such as EV/HEV and renewable energy.

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