Chinese semiconductor thread II

tokenanalyst

Brigadier
Registered Member
Companies with manufacturing tools for 300mm wafer processing.
The red color indicate companies that advertise or are rumored to be developing/have tools for advanced processes like advanced 3D-NAND,advance DRAM and logic 28nm or less. I personally think is a better list that MSM put out there.

DEPOSITION
LEADMICRO
PIOTECH
NAURA
AMEC
ACM SHANGHAI
SRII​
WANYE
ASEL
SYSTECH​
ZSE SEMI​
SWAT​
ETCHING
NAURA
AMEC
YITONG
LITHOGRAPHY
SMEE
COATING/DEVELOPING
ACM SHANGHAI
KINGSEMI
XIMI SEMI​
TDSEMI​
ION IMPLANTATION
WANYE
CETC
SRII
CMP
HWATSING
GEGV
SIZONE​
METROLOGY
RSIC
ANGSTROM-E
JINGCE
DJEL-X
SMEE
VPTEK​
YUWEITEK
TZTEK​
MZ SEMI​
CLEANING
PNC SYSTEM
ACM SHANGHAI
KINGSEMI​
SYSTECH​
SSNTECH​
ZSE SEMI​
JSXM​
NAURA
THERMAL PROCESSING
LAPLACE SEMI​
YITONG
SMEE​
ETA-SEMITECH​
 

tokenanalyst

Brigadier
Registered Member
Not specifically about Chinese semiconductor, but I feel this is relevant here, because it is an Architectural License like what Huawei has.

Arm Holdings to cancel Qualcomm chip design license, Bloomberg News reports​

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Qualcomm's statement:


Previously Qualcomm used to license off-the-shelf cores from ARM. Ever since Qualcomm launched it's own Oryon core, ARM has been fighting with Qualcomm, trying to get the ISA license suspended. The case is already filed in court and Qualcomm claims the ISA license cannot be cancelled.

The thing is ARM makes less recurring revenue from ISA level licensees. Per-chip royalties are much higher for Cores-license and Qualcomm accounts for a big chunk of it. Qualcomm had already switched to own core on Laptop and is going to switch it for smartphones soon. If that happens ARM will lose a big chunk of their revenue.

** It turns out this license was actually given to another company (Nuvia). Qualcomm got possession of it as part of Nuvia, when it acquired Nuvia in 2021. So the circumstances are different from Huawei. There may be clauses in the agreement which prevents transfer of license through M&A.
The should blame themselves, they should have put more weight into RISC-V.

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tokenanalyst

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New progress of 6 semiconductor projects: signing, construction started, capping, and production started.​


1. South Korea's Eppert power semiconductor wafer grinding and packaging and testing project settled in Lingang

Recently, the signing ceremony of the Korean Eppert Power Semiconductor Wafer Grinding and Packaging and Testing Project was held in the Lingang Development Zone.

South Korea's Eppert Semiconductor Co., Ltd. is committed to engaging in semiconductor wafer testing, grinding, cutting and module packaging and testing businesses. The total investment of the project settled in Lingang is US$40 million. It plans to build a new wafer chip testing, grinding and cutting processing production line and 2 power module and smart module packaging production lines to carry out wafer chip testing, grinding, cutting, processing, as well as semiconductor power module assembly, packaging, testing and sales.

2. Public announcement of environmental impact assessment for Yuqin semiconductor crystal material research and industrialization project

On October 18, the "Wuhu Municipal Ecological Environment Bureau" made public the environmental impact report on the crystal material research and development and industrialization project of Wuhu Yuqin Semiconductor Technology Co., Ltd.

The report shows that the total investment of the project is 110 million yuan. The site is located in Wuhu High-tech Industrial Development Zone. The project covers an area of about 3,000 square meters. The factory building of Wuhu Pacific Plastic Co., Ltd. with a construction area of 2,428.6 square meters is leased to build a SiC semiconductor crystal material production line. A total of 30 crystal growth equipment have been invested in the project with a production capacity of 840 ingots/year.

It is reported that the project was first filed with the Development and Reform Commission of Yjiang District, Wuhu City on August 8, 2022. The original plan was to build a silicon carbide crystal growth furnace headquarters and production base project to assemble and produce silicon carbide crystal growth equipment (environmental impact assessment exemption); it was later changed and approved on April 1, 2024 to build a crystal material research and development and industrialization project, and in June of the same year, the construction contents such as the project area, leased factory building area, and construction period were corrected and filed.


3. The "Shengmei Semiconductor Equipment R&D and Manufacturing Center" Plant A was successfully capped

The topping-out ceremony of Building A of “SCM Semiconductor Equipment R&D and Manufacturing Center” was held in Lingang.

On December 31, 2022, the Shengmei Lingang project with a construction area of 138,000 square meters was officially capped. Currently, two R&D buildings, two high-rise factories, and one auxiliary factory are planned. At the same time, the auxiliary factory will be equipped with a R&D test clean room of the same level as the integrated circuit production line to accelerate the company's product process testing and verification and improvement and upgrade testing. In line with the goal of integrating R&D and production, Shengmei Shanghai has realized mixed R&D and production land in Lingang for the first time. After completion, the planned annual production capacity will exceed 600 units, with an annual output value of RMB 10 billion.

4. Xinjie Energy: SiC/GaN project will be completed and put into production by the end of the year

On October 17, according to "Wuxi High-tech Zone Online", the new clean energy headquarters base and industrialization project located in Wuxi High-tech Zone (Xinwu District) is about to be completed and put into production.

It is reported that the total investment of the new clean energy headquarters base and industrialization project is 1.35 billion yuan, the land area is about 31,700 square meters, and the construction area is about 54,000-57,000 square meters. The project started construction in January 2023 and is expected to be completed and put into use by the end of 2024.

After the project is completed and put into production, it is expected to produce 26.4 million silicon carbide/gallium nitride power devices per year; 1.452 billion ICs and intelligent power modules (IPMs) and other power integrated modules per year; 3.626 million SiC/IGBT/MOSFET and other power integrated modules (including automotive grade) per year. It is expected to achieve an annual output value of 1.666 billion yuan after reaching full production.

5. Mingfang integrated circuit packaging testing and industrialization project started construction

On the morning of October 18, the foundation stone laying ceremony of Mingfang integrated circuit packaging, testing and industrialization project was held. It is understood that the total investment of Mingfang integrated circuit packaging, testing and industrialization project is planned to be 1 billion yuan, mainly to build integrated circuit packaging and testing production line plant, R&D center, comprehensive building and supporting facilities. After the project is completed, it will mainly engage in advanced chip packaging and high-efficiency testing of various chips. Its main customers are leading brands in the industry such as DJI, Hikvision, Jingfeng Mingyuan, Taiwan Xinda, Taiwan Jiuchang, etc. After the project is put into production, the annual output value is expected to exceed 1 billion yuan, and the annual profit and tax will be 50 million yuan.

6. Aodong Microwave Millimeter Wave Electronics Industrial Base Project is about to be accepted

Recently, at the construction site of the Aodong Microwave Millimeter Wave Electronic Industrial Base project, workers shuttled between floors to carry out indoor partition wall construction and other work. According to reports, the main structure of the main building and the comprehensive building has been completed in the early stage of the project. At present, the construction of the secondary structure in the stairs is being accelerated to create favorable conditions for the upcoming acceptance work.

After the completion of the base, it is planned to purchase more than 200 sets of process, debugging production and test and inspection equipment, and focus on the construction of three process production lines, namely semiconductor chip design and testing lines, microwave/millimeter wave module and component process production lines, and MCM hybrid integrated micro-assembly process production lines, to form an annual production capacity of 10,000 sets of microwave/millimeter wave modules and 5,000 sets of microwave/millimeter wave components.

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huemens

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The should blame themselves, they should have put more weight into RISC-V.

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There are people in US who doesn't want RISC-V to progress because it might help China. Google was working on Android support for RISC-V and earlier this year suddenly removed RISC-V from android codebase around the same time US politicians started voicing concerns of China using RISC-V.
 

tokenanalyst

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Shanghai's integrated circuit output value increased by 20.8% year-on-year in the first three quarters​


Shanghai Statistics Bureau released the operation status of Shanghai's national economy in the first three quarters of 2024. In the first three quarters, the total output value of the city's three leading industries increased by 8.6% year-on-year, among which integrated circuits increased by 20.8%, artificial intelligence increased by 3.2%, and biomedicine remained the same. The output of lithium-ion batteries, integrated circuits, 3D printing equipment and notebook computers in the city increased by 22.7%, 15.0%, 24.4% and 10.0% year-on-year respectively.

According to the latest White Paper on the Top 100 Cities in the Global Integrated Circuit Industry with the Strongest Comprehensive Competitiveness released by the World Integrated Circuit Association, Shanghai ranks among the top five and has become the city with the strongest comprehensive competitiveness in China's integrated circuit industry.

Not long ago, the Shanghai Economic and Information Commission publicly solicited opinions from the public on the "Implementation Measures for Special Rewards for Talents in Key Industries in Shanghai (Draft for Comments)". The draft opinion proposes that special rewards for talents in key industries are applicable to talents working in enterprises in eight key industries in the city, including integrated circuits, biomedicine, artificial intelligence, software, high-end equipment, aerospace, advanced materials, and new energy in the relevant year. The reward standard is calculated based on the salary level of the reward recipient, combining a quota and a proportion. The maximum reward for a single person is generally no more than 300,000 yuan, and the maximum reward for the three leading industries and "key software enterprises encouraged by the state" is no more than 500,000 yuan.

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tokenanalyst

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HuaDa Empyrean releases six new EDA tools to accelerate IC design innovation.​


Six new tools comprehensively cover key areas

Dong Senhua, Vice General Manager of HuaDa JiuTian and General Manager of EDA Engineering Center, gave an in-depth interpretation of the new products released at this conference, focusing on the six new tools and more than ten new technological breakthroughs released by HuaDa JiuTian. The achievements cover seven key areas, including analog design automation, simulation analysis, characterization extraction, physical verification, flat panel design, wafer manufacturing, and advanced packaging. Among them, the Andes-Analog tool in the field of analog design automation has significantly shortened the design iteration cycle and greatly improved work efficiency by deeply integrating the analog design process; the Andes-Power tool has brought unprecedented convenience to designers by automatically generating PowerMOS layouts and optimizing their quality; the Liberal-GT tool has pioneered the acceleration of CPU-GPU heterogeneous K libraries, opening up new ways to improve computing performance. In addition, the Optimus tool provides a professional OPC solution for flat panel display circuit design, the Storm tool has built a solid platform for advanced packaging design verification, and the Vision tool, with Geometry-Centric as the core, provides users with powerful support for process diagnosis and analysis.

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tokenanalyst

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Puyang Huicheng: Subsidiary plans to set up a joint venture to invest in the development of special new materials​

Puyang Huicheng announced that its wholly-owned subsidiary Puyang Huicheng New Materials Industry Technology Research Institute Co., Ltd. (hereinafter referred to as "Huicheng Research Institute") and Hunan Changlian New Materials Technology Co., Ltd. (hereinafter referred to as "Hunan Changlian") jointly invested in the establishment of a joint venture company to jointly invest in the development of special phenols and downstream high-end special new materials. The registered capital is 150 million yuan, of which Huicheng Research Institute contributed 97.5 million yuan, accounting for 65%; Hunan Changlian contributed 55.25 million yuan, accounting for 35%.

Puyang Huicheng is mainly engaged in the research, development, production and sales of fine chemicals such as maleic anhydride derivatives and functional material intermediates. Puyang Huicheng uses maleic anhydride, butadiene, mixed carbon five and other raw materials through synthesis, hydrogenation, distillation and other processes to produce maleic anhydride derivatives. They are widely used in electronic component packaging materials, electrical equipment insulation materials, wind power, composite materials, coatings and many other fields. Functional material intermediates are mainly used in organic optoelectronic materials and other fields.

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