let's be clear that this is SMEC, not SMIC.
And yes, this would be the first quarter where they made a profit. That's a big deal since they had been slowly turning things around, but still in the red due to depreciation of their capex investment.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
And yes, this would be the first quarter where they made a profit. That's a big deal since they had been slowly turning things around, but still in the red due to depreciation of their capex investment.
I don't know if you can say for sure Intel sold their NAND division off because they knew sanctions were coming. Some of my friends work at Solidigm which is what used to be Intel NAND and the impression they largely have is that Intel offloaded their NAND division since it was pretty much becoming deadweight with no future for Intel, sanctions or no sanctions.
There are I think 2 or 3 LPP light source projects at least concurrently. Shanghai and Shenzhen each have their own. Don’t remember if HUST’s was in collaboration with Shanghai’s.
EDIT: From what I can gather this one might be a private venture. It certainly seems to present itself that way. This page looks like a marketing prop, probably to try to attract investor attention.
Bitmain and Sophgo (which have the same founder) were the main Chinese customers of TSMC after Huawei was banned from using their fabrication facilities.
Now Bitmain and Sophgo it seems will be getting themselves into the US Entity List because of moving from the cryptomining to the AI market.
This piece describes the Sophgo AI chip effort.
It was written by this guy which is probably operating from Taiwan. He seems to work for US funded think tanks.
Reuters seems to be describing this as TSMC caught a 3rd party making Huawei Ascend 910B chips at TSMC.
Which seems to be totally bogus. The thing is it seems TSMC was stupid enough to fab a Sophgo AI chip at their US fab in Arizona, some 5nm chip, and the US government caught wind of it and freaked out about it.
The US government already banned Huawei and Biren, so this is just more of the same.
More customers for SMIC I guess.
Now Bitmain and Sophgo it seems will be getting themselves into the US Entity List because of moving from the cryptomining to the AI market.
This piece describes the Sophgo AI chip effort.
It was written by this guy which is probably operating from Taiwan. He seems to work for US funded think tanks.
Reuters seems to be describing this as TSMC caught a 3rd party making Huawei Ascend 910B chips at TSMC.
Which seems to be totally bogus. The thing is it seems TSMC was stupid enough to fab a Sophgo AI chip at their US fab in Arizona, some 5nm chip, and the US government caught wind of it and freaked out about it.
The US government already banned Huawei and Biren, so this is just more of the same.
More customers for SMIC I guess.
Last edited:
Sophgo has been in the radar of USG for a while now, since they launched a 64-core workstation class RISC-V chip last year. They were going to be entity-listed sooner or later.
Last edited:
Really interesting article on the progress of 4 SPAD sensor companies in China (key sensor inside solid state Flash Lidars). SPAD sensors are also good for any photon counting application. My prediction is they’ll replace current analog night vision tech.
Also notable is that the proposed SPAD-based RGBD (Depth) sensor would revolutionize sensor fusion in ADAS and make early fusion much easier. Early fusion for camera&Lidar requires fast and accurate multimodal image registration algorithms that align RGB pixels with point clouds, which becomes way easier when these two data are obtained on the same sensor!
This article explains early vs late fusion
Corestar Semiconductor's annual production of 80 million optical chips project goes into production
The company has invested about 200 million yuan in the first phase of construction, and it is expected to achieve an annual output of 80 million optical chips and an output value of 1 billion yuan after reaching full production. Wang Xiangyuan, Secretary of the Municipal Party Committee, Pan Jiaoqing, Chairman of Corestar Semiconductor, Zhang Yejin, General Manager, and Zhou Linjie, Distinguished Professor of the Yangtze River Scholars Program of the Ministry of Education, attended the ceremony.
Tuojing Technology's Q3 revenue increased by 44.67% year-on-year
Tuojing Technology released its 2024 third quarter report, stating that during the reporting period, its operating income was 1,010,924,149.2 yuan, a year-on-year increase of 44.67%; the net profit attributable to shareholders of the listed company was 142,190,832.82 yuan, a year-on-year decrease of 2.91%; the net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 45,527,520.87 yuan, a year-on-year decrease of 58.79%.
In the first three quarters, Tuojing Technology's operating income was 2,277,814,834.87 yuan, a year-on-year increase of 33.79%; the net profit attributable to shareholders of the listed company was 271,284,793.17 yuan, a year-on-year increase of 0.1%; the net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 65,484,993.56 yuan, a year-on-year decrease of 62.72%.
Tuojing Technology said that benefiting from the continuous high-intensity R&D investment, the company's new products and new process equipment have made breakthrough progress in client verification, and the mass production scale of PECVD, ALD, SACVD, HDPCVD, ultra-high aspect ratio trench filling CVD and other series of products has continued to expand. The company's operating income in the third quarter of 2024 increased by 44.67% year-on-year, mainly due to the company's multiple process equipment developed based on new equipment platforms (PF-300M and PF-300T Plus) and new reaction chambers (Supra-D) to achieve revenue recognition.
In the first three quarters, Tuojing Technology's operating income was 2,277,814,834.87 yuan, a year-on-year increase of 33.79%; the net profit attributable to shareholders of the listed company was 271,284,793.17 yuan, a year-on-year increase of 0.1%; the net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 65,484,993.56 yuan, a year-on-year decrease of 62.72%.
Tuojing Technology said that benefiting from the continuous high-intensity R&D investment, the company's new products and new process equipment have made breakthrough progress in client verification, and the mass production scale of PECVD, ALD, SACVD, HDPCVD, ultra-high aspect ratio trench filling CVD and other series of products has continued to expand. The company's operating income in the third quarter of 2024 increased by 44.67% year-on-year, mainly due to the company's multiple process equipment developed based on new equipment platforms (PF-300M and PF-300T Plus) and new reaction chambers (Supra-D) to achieve revenue recognition.
Ruichuang Micro-Nano has made important progress in the research of microwave power amplifiers
Recently, Ruichuang Micro-Nano's holding subsidiary Ruisi Microsystems (Yantai) Co., Ltd. (hereinafter referred to as "Ruisi Microsystems") has made important progress in the research of GaN-based high-power S-band microwave power amplifiers. Through research, the R&D team discovered the physical mechanism of performance degradation of AlGaN/GaN HEMT devices in high-temperature and high-power application scenarios. By optimizing the device structure, the gain of the PA (power amplifier) was successfully increased by 1dB and the efficiency was improved by 2.6% .
