Chinese semiconductor thread II

[tphuang]

Intel will get screwed

https://twitter.com/i/web/status/1846481472800375109

it's been obvious for a while now that China at some point needs to part for Intel for security reasons. I would assume this means they are confident about domestic chipmaker making up the chip production demand.

They can also continue to buy from AMD until domestic chipmakers are fully able to supply things.

I mean this will just be another hit in Intel's foundry business. Which is probably what China would want here. Make American semi industry just entirely doing chip design.

 

[diadact]

I would assume this means they are confident about domestic chipmaker making up the chip production demand.

Loongson & Huawei's Laptop/PC chip(2025) can replace most consumer workloads
ASML's CFO also said that China revenue will normalize to 20%
2025 and beyond is going to be quite exciting for the Chinese semiconductor industry

 

[Alb]

Loongson & Huawei's Laptop/PC chip(2025) can replace most consumer workloads
ASML's CFO also said that China revenue will normalize to 20%
2025 and beyond is going to be quite exciting for the Chinese semiconductor industry

View attachment 137349

I think the problem will be for Lenovo international business they will still rely on Windows on the international market and unless they come up with an ARM alternative for their PC business they will still rely on X86 CPUs from Intel and AMD

 

[huemens]

I think the problem will be for Lenovo international business they will still rely on Windows on the international market and unless they come up with an ARM alternative for their PC business they will still rely on X86 CPUs from Intel and AMD

Currently one of the problems in ARM-Windows space is an exclusivity agreement Microsoft entered with Qualcomm years ago. It is rumored that agreement will expire by the end of this year. If that happens more companies will be able to enter ARM-Windows market.

Intel and AMD are probably already feeling the heat from it. Today Intel and AMD announced an x86 Ecosystem Advisory Group consisting of AMD, Intel and various hardware vendors including Lenovo.

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On Tuesday, the two companies said they were forming an "advisory group" to change that, with Broadcom, Dell Technologies, Lenovo Group and Oracle, among others, joining as founding members.

 

[tphuang]

Loongson & Huawei's Laptop/PC chip(2025) can replace most consumer workloads
ASML's CFO also said that China revenue will normalize to 20%
2025 and beyond is going to be quite exciting for the Chinese semiconductor industry

View attachment 137349

The main issue is not PC chips, but rather the server chips and what all the cloud providers use. They need to start onboarding Huawei, Loongson and their own internally designed chips.

This had to be done, otherwise, HPC customers are moving over to domestic chips too slowly.

 

[gelgoog]

Intel will get screwed

https://twitter.com/i/web/status/1846481472800375109

I think I am now getting the same feeling that siege got with his Boeing stock...

Loongson & Huawei's Laptop/PC chip(2025) can replace most consumer workloads
ASML's CFO also said that China revenue will normalize to 20%
2025 and beyond is going to be quite exciting for the Chinese semiconductor industry
View attachment 137349

The thing is SMIC does not have enough FinFET production to replace X86 imports besides all the other chips they need to make.
What I do not get is why haven't they gone after Qualcomm yet. They have a known backdoor built-in to their chips.

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[tokenanalyst]

Jingsheng Electromechanical: The product advantage is reflected in the supply capacity of core equipment for the entire industry chain. The semiconductor large silicon wafer equipment is internationally leading. The company's core parameter indicators of high-quality silicon carbide substrates have reached the industry's first-class.​

Jingsheng Electromechanical said that it is a leading domestic high-tech enterprise focusing on "advanced materials and advanced equipment". In the field of advanced equipment, the company's photovoltaic equipment has achieved industry-recognized leading positions in both technology and scale, and has the ability to supply core equipment for the entire industry chain of silicon wafers, batteries and components. The market share of fully automatic single-crystal silicon growth furnace products is internationally leading; it has achieved a breakthrough in the localization of 8-12-inch semiconductor large silicon wafer equipment, and its product quality has reached the international advanced level, leading the market share of domestic semiconductor large silicon wafer equipment; it has achieved domestic substitution in power semiconductor equipment such as 8-12-inch silicon atmospheric pressure epitaxy and 6-8-inch silicon carbide epitaxy, and has helped the rapid development of the domestic silicon carbide industry chain; at the same time, it has actively extended its equipment layout in the field of advanced processes and packaging.

In the field of advanced materials, the company's large-size sapphire crystal growth process and technology have reached the international leading level, and it is a leading enterprise that masters core technology and scale advantages; it has built a large-scale production capacity of 6-8 inch silicon carbide substrates and achieved batch shipments, and the core parameter indicators of mass-produced silicon carbide substrates have reached the industry's first-class level; the company's high-quality large-size quartz crucibles have reached the industry's leading level in terms of scale and technical level, and has achieved a high market share in the semiconductor and photovoltaic fields; at the same time, the company has achieved differentiated technological breakthroughs in the field of diamond wires, and carbon steel and tungsten diamond wires have entered large-scale mass production and achieved batch sales.

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[tokenanalyst]

The core journal "Journal of Synthetic Crystals" cover article - Jingsheng Electromechanical successfully developed 1000kg-class super-large sapphire crystals and 200kg-class ruby crystals​

The article details the 1000kg-class super-large sapphire crystal and 200kg-class ruby crystal successfully developed by Inner Mongolia Jinghuan Electronic Materials Co., Ltd. (hereinafter referred to as Jinghuan Electronics), a subsidiary of Jingshengji Electronics. The 1000kg-class super-large sapphire crystal is 800mm high, with a maximum bottom diameter of 650mm and a minimum shoulder diameter of 550mm. At the same time, based on the advanced R&D technology of synthetic sapphire crystals by the Kyropoulos method, the R&D team has successfully grown the largest synthetic ruby single crystal reported so far through unremitting efforts. The crystal is 415mm high, 285mm in bottom diameter, 275mm in shoulder diameter, and weighs 200kg.

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[tokenanalyst]

FEL EUV or SSMB

 

[tokenanalyst]

Another chip company in Hangzhou has completed hundreds of millions of yuan in financing!​

A-Vision Semiconductor was founded in December 2013 and is headquartered in Hangzhou. It has R&D centers and sales offices in Shanghai, Shenzhen, Chengdu and other cities. The company focuses on the R&D, design and sales of CMOS image sensor chip products.The founding team mainly comes from the original core R&D team of top overseas CMOS image sensors, of which more than 50 have overseas design experience. They have more than 15 years of R&D and management experience in the field of high-end CIS and have been responsible for the R&D and design of more than 100 high-end CIS chips. The company has more than 100 R&D engineers.The company has currently launched more than ten CIS chips, covering multiple application areas such as smart security, low-power IOT, smart cars, and machine vision.

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