Chinese semiconductor thread II

[sunnymaxi]

Not sure about the source but 65nm falls under the varification until 28nm as highlighted. We will don't know about the mass usage of that 65nm Lithography machine in Fabs.

On a slight detour (which is good every now and then), anyone know very big major Choke points China still have wrt Western Countries. The major ones I can think of are the EUV, ISA (because LoongArch is not wide spread), TurboJets, Nacelle.
I'm aware for each of them a replacement is well under development. Just want to know about other major Choke points.

Since 2019 I kept thinking, fate of the global South depends on China acquiring EUVL. But imagine, if China can breakthrough these choke points the global South can afford them much more easily because of China economy of scale. EV, Solar are the perfect example. Now imagine if China can mass produce C919 like those 2. We don't have to rely on unsafe, expensive Boeing and inefficient Airbus for Air Transportation

since this is a semiconductor thread so i can't comment about Turbofan/Nacelle with images.. btw its Turbofan not Turbojet.

if you have little more time, you can visit the Engine thread. we regularly do post updates and development. WS-20 and CJ-1000 these two high bypass turbofan engines currently in production. Nacelle has been solved even back in 2021.. so these have become outdated information.

thank you..

 

[tphuang]

Hwang Cheol-seong, a professor emeritus at Seoul National University, warned that

“Current DRAM technology will reach its limit within five years due to physical limitations, and the importance of extreme ultraviolet (EUV) lithography equipment and surrounding technologies will decrease relatively, which could weaken our country’s unique DRAM technology competitiveness.”

“In particular, the Chinese government’s fostering of memory semiconductors will be a major challenge to the development of our country’s semiconductor industry in the future.”

Please, Log in or Register to view URLs content!

we are just going to 3D DRAM once that happens. Like with 3D NAND. Chinese producers can go in that direction first if they for example can't get to D1a with current tools.
But I assume YMTC will be going 3D DRAM directly.

 

[Hyper]

Hwang Cheol-seong, a professor emeritus at Seoul National University, warned that

“Current DRAM technology will reach its limit within five years due to physical limitations, and the importance of extreme ultraviolet (EUV) lithography equipment and surrounding technologies will decrease relatively, which could weaken our country’s unique DRAM technology competitiveness.”

“In particular, the Chinese government’s fostering of memory semiconductors will be a major challenge to the development of our country’s semiconductor industry in the future.”

Please, Log in or Register to view URLs content!

Only Samsung and SK use euv. Micron still uses immersion lithography.

 

[tokenanalyst]

china semis equipment localization progressView attachment 137259

I think this is more accurate.

Also doesn't take into consideration other companies.

ACM Shanghai PR Coater/Developer

Please, Log in or Register to view URLs content!

Sizone CMP

Please, Log in or Register to view URLs content!

GEGV Technologies CMP

Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!

SRI-I Ion Implanters and ALD tools

Please, Log in or Register to view URLs content!

AMEC is entering the deposition market to compete with AMAT in some tools.

Please, Log in or Register to view URLs content!

 

[tokenanalyst]

The US did the same thing to the Soviet Union. The Soviets ended up buying machine tools from Europe and DRAM chips or MSX computers from Japan.

If you read the reports about the way the Soviets had dealings with the US computer industry it is kind of revealing. For example they had a couple DEC computer machines, but they were kept under lock and key, and were regularly inspected by US inspectors to prevent reverse engineering.

Imports became even more difficult after Carter tightened exports further after the Soviet invasion of Afghanistan.

For example the Soviets were supposed to buy the Lockheed L-1011 TriStar. They had basically agreed on a deal then the US Carter government just came in and put a kibosh on it. The Soviets ended up designing their own Il-86 because of that.

Not even close to the scale that the DC stooges are doing with China, the Soviet Union did not have companies like Huawei or SMIC that deeply embraced the system of globalization and whose supply chains were heavily Americanized, nor had they spent two decades manufacturing products and business models using US technologies. Yes, the Soviets, like the Chinese at the time, suffered from export controls, but given the circumstances of the Cold War, those export controls were not nearly as heavily weaponized as they are today because the dependency was much less. A de-Americanization of the supply chain maybe necessary for a way out.​

 

[tokenanalyst]

North Huachuang's net profit in the first three quarters was 4.13 billion yuan to 4.75 billion yuan, a year-on-year increase of 43.19% to 64.69%.​

North Huachuang released its performance forecast for the first three quarters of 2024, saying that it expects revenue of RMB 1,883 million to RMB 2,168 million from January to September, an increase of 29.08% to 48.61% compared with RMB 1,458,836.23 million in the same period last year; net profit attributable to shareholders of the parent company is RMB 413 million to RMB 475 million, an increase of 43.19% to 64.69% compared with RMB 288,421.67 million in the same period last year; non-net profit is RMB 395 million to RMB 454 million, an increase of 49.62% to 71.97% compared with RMB 264,006.61 million in the same period last year.

In the third quarter, North Huachuang's revenue was RMB 742 million to RMB 854 million, a year-on-year increase of 20.42% to 38.60%; net profit attributable to shareholders was RMB 156 million to RMB 179 million, a year-on-year increase of 43.78% to 64.98%; non-net profit was RMB 150 million to RMB 173 million, a year-on-year increase of 45.49% to 67.80%.

North Huachuang said that the main reason for the expected year-on-year growth in operating performance in the first three quarters was that the company focused on customer needs, enriched its product matrix, expanded its process coverage, and its main business continued to maintain a good development trend, with a steady increase in market share. In addition, as the scale of revenue continued to expand, North Huachuang's platform advantages gradually emerged, operating efficiency continued to improve, cost-to-expense ratio steadily decreased, and net profit attributable to the parent company continued to grow year-on-year.

Please, Log in or Register to view URLs content!

 

[tokenanalyst]

China's chip exports will reach US$95 billion in 2024, an increase of 11.4% year-on-year.​

Jian Congxun estimates that the value of China's chip exports in 2024 will be about US$95 billion, and the value of IC exports will increase significantly, the second highest since the outbreak, reflecting that China's independent development of semiconductors has achieved results. In terms of export regions, it is mainly concentrated in Asia. Taiwan, South Korea, Vietnam, and Malaysia are the top four chip export destinations for China, accounting for a total of 70% of the export value.

Please, Log in or Register to view URLs content!

 

[tokenanalyst]

Shenzhen 10 billion semiconductor and integrated circuit industry investment fund​

The Shenzhen Municipal Government Information Office held a press conference to introduce the relevant situation of the "2024 Bay Area Semiconductor Industry Ecosystem Expo". Zhu Yun, deputy director of the Shenzhen Development and Reform Commission, announced at the meeting that Shenzhen is accelerating the establishment of a 10 billion-level semiconductor and integrated circuit industry investment fund, and promoting a number of integrated circuit projects to be approved for 2024 local government special bonds.

The Shenzhen Municipal Government's press conference aims to showcase Shenzhen's latest progress in the semiconductor and integrated circuit industries. Deputy Director Zhu Yun said that Shenzhen has established 38 integrated circuit-related funds with a total scale of over 100 billion yuan through the city's guidance fund and the social capital model, further strengthening financial support. At the same time, Shenzhen has established a semiconductor and integrated circuit industry alliance, focusing on the implementation of major projects, building high-level integrated circuit professional parks, attracting upstream and downstream supporting enterprises to gather, and gradually developing from "point-shaped major project land" to "surface-shaped integrated circuit professional parks."

According to the Shenzhen Integrated Circuit Industry Development Research Report released by the Shenzhen Semiconductor Industry Association, by the end of 2023, there will be 654 integrated circuit companies in Shenzhen, including well-known companies such as Shenzhen Pengxin Micro Integrated Circuit Manufacturing Co., Ltd. and Shenzhen HiSilicon Semiconductor Co., Ltd. In 2023, the revenue of Shenzhen's integrated circuit industry will be 213.68 billion yuan, an increase of 32.8% over the previous year; the revenue in the first half of 2024 will be about 119.5 billion yuan.​

Please, Log in or Register to view URLs content!

 

[tokenanalyst]

Many filters of Xinsheng Semiconductor have passed AEC-Q200 automotive certification.​

The AEC-Q200 certification was developed by the Automotive Electronics Council to ensure that automotive-grade chips can maintain reliability and durability under extreme conditions. Compared with consumer and industrial filters, automotive filters face more stringent working environments and place higher demands on product reliability, safety, and performance. The fact that Xinsheng Semiconductor's TC-SAW and BAW series filters were able to pass the certification successfully fully demonstrates the company's strong technical strength and strict quality control system. Taking the 5G filters NSV73171A (n71 DPX) and NSV92141FC (n41 TRX) as examples, both products have high performance, high Q value, wide temperature application, high reliability, and excellent environmental adaptability. In the face of stringent test standards, they have demonstrated world-class standards.

Please, Log in or Register to view URLs content!

 

[tokenanalyst]

Naura has been enjoying good sales across their line of etching and deposition tools.