Chinese semiconductor thread II

diadact

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What will be the effect on chip production if US drops the US origin content from 25% to 0%?
I think Dylan is overestimating the slowdown in chip production
 

tphuang

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I would concentrate less on what he is proposing and more on what he has stated as things that he found from researching.

After all, the only thing matters is not what he is proposing, but what the US govt puts into law.
 

tokenanalyst

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Took a look through his article. Not bad on the AI chip production part and procurement and such. I think he is wildly overestimating future demand for B20. Although, one could argue that demand for inference and training chip is so high, that might happen.

it's this kind of statement that I generally disagree with him

it's pretty well known that YMTC has a delete-A process by this point due to necessity. Now for certain critical layers, they are still using TEL equipment because AMEC/Naura tools are still being validated. Restricting TEL sales will cause further short term pain for YMTC since it will be using AMEC tools that is not validated. But that will just lead to these tools finishing development sooner.

And there is a lot of stuff like this in the document where he thinks just because the WFEs haven't been affected yet, that means they won't be affected. Which is obviously nonsense. There has been a lot of stocking up going on while the domestic producers are ramping up.

Also his chart on capex is also off. SMIC is doing about $8B and he has them at $5B. There is no question that Huawei itself has been investing huge into fab with Swaysure and such.
YMTC and AMEC are working into the next generation of cryogenic etching tools.

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tokenanalyst

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Huafeng Measurement & Control's Q3 net profit increased by 181.16% year-on-year​

Huafeng Testing & Control released its third quarter report for 2024, stating that the company's operating income during the reporting period was 242,125,327.92 yuan, a year-on-year increase of 76.42%; the net profit attributable to shareholders of the listed company was 100,603,501.52 yuan, a year-on-year increase of 181.16%; the net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 96,241,784.36 yuan, a year-on-year increase of 161.48%.

Huafeng Testing & Control's operating income in the first three quarters was 621,198,629.1 yuan, a year-on-year increase of 19.75%; the net profit attributable to shareholders of the listed company was 213,093,657.21 yuan, a year-on-year increase of 8.14%; the net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 223,251,022.85 yuan, a year-on-year increase of 15.72%.

Huafeng Testing & Control stated that the increase in market demand led to an increase in operating income and net profit in the third quarter, and the earnings per share indicator changed with changes in net profit.

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tokenanalyst

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Qingdao Pingxin CMP polishing material R&D and production base project put into production.​


The project is invested by Shanghai Runping Electronic Materials Co., Ltd., with an investment of 100 million yuan. It mainly builds a research and development production base project for CMP polishing materials and precision polishing head assembly for semiconductor chip manufacturing, providing an overall solution for CMP materials and components, and providing CMP polishing materials and precision polishing head assembly services for chip manufacturing for chain-leading enterprises nearby, ensuring the security of the industrial chain and supply chain, and effectively promoting the development of integrated circuit enterprises. At the same time, it fills the gap in the field of CMP polishing materials and precision polishing heads in Qingdao's integrated circuit industry, and plays an important supporting role in the development of Qingdao's integrated circuit industry chain. After the project reaches full production, the annual operating income is expected to reach 300 million yuan, and the annual tax revenue is about 11.35 million yuan.

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tokenanalyst

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SMIC applies for patents related to focus monitoring of lithography machines, enabling online focus monitoring with minimal impact on product wafer graphics​


Information from the National Intellectual Property Administration shows that Semiconductor Manufacturing International Corporation (Shanghai) has applied for a patent titled "Photolithography machine focus monitoring method, focus monitoring mask and formation method thereof", publication number CN 118818885 A, and application date April 2023.

The patent abstract shows a focus monitoring method for a lithography machine, a focus monitoring mask and a method for forming the same, wherein the focus monitoring mask structure includes: a light-transmitting substrate, the substrate including a chip area and a plurality of monitoring areas, the substrate having a reference surface; a shading structure located on the substrate, each monitoring area having at least one monitoring mark group, each monitoring mark group including a plurality of mark grooves located between adjacent shading structures, the plurality of mark grooves being arranged along a first direction, the bottom of the mark grooves exposing the substrate surface, different mark grooves in the same monitoring mark group having the same size in the first direction, adjacent mark grooves in the same monitoring mark group having the same spacing, different mark grooves in the same monitoring mark group having different depths, the depth of the mark groove being the size of the bottom surface of the mark groove relative to the reference surface in a direction perpendicular to the substrate surface, thereby realizing online focus monitoring with less impact on the pattern of the product wafer.​
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