Chinese semiconductor thread II

[tokenanalyst]

Process equipment revenue increased, and North Huachuang's revenue in the first three quarters increased by 39.51% year-on-year​

On October 30, North Huachuang released its 2024 third quarter report, stating that during the reporting period, its operating income was 8,017,863,754.89 yuan, a year-on-year increase of 30.12%; the net profit attributable to shareholders of the listed company was 1,681,917,060.31 yuan, a year-on-year increase of 55.02%; the net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 1,626,040,068.28 yuan, a year-on-year increase of 57.72%.

In the first three quarters, the operating income of North Huachuang was 20,352,770,959.17 yuan, a year-on-year increase of 39.51%; the net profit attributable to shareholders of the listed company was 4,462,521,361.56 yuan, a year-on-year increase of 54.72%; the net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 4,265,942,267.45 yuan, a year-on-year increase of 61.58%.

North Huachuang stated that the main reason for the year-on-year increase in operating income in the first three quarters was that the company's electronic process equipment revenue increased by 46.96% year-on-year, which increased the overall operating income; the main reason for the year-on-year increase in net profit was the rapid growth of the company's electronic process equipment revenue and the decline in cost-to-income ratio; the main reason for the year-on-year increase in non-net profit was the rapid growth of the company's electronic process equipment revenue and the decline in cost-to-income ratio.

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[tokenanalyst]

Total investment of 1.56 billion yuan! Another semiconductor material project in Shanghang breaks ground!​

On October 27, the fluorine-containing semiconductor material project (Phase I) of Fujian Del Technology Co., Ltd. officially broke ground in Jiaoyang New Materials Industrial Park, marking another important step forward in the field of semiconductor materials in our county. At the Del Technology fluorine-containing semiconductor material project (Phase I) site, the project leader and the construction team went to the front line to inspect the construction progress. The large mixer roared, and the workers performed their duties, advancing various construction tasks in a tense and orderly manner.

It is reported that the main construction contents of the fluorine-containing semiconductor material project (Phase I) of Fujian Del Technology Co., Ltd. include a 110 kV power distribution building, nitrogen trifluoride and tungsten hexafluoride production lines, etc. At present, domestic IC-grade nitrogen trifluoride and tungsten hexafluoride are basically imported, which are typical "neck-choking" key raw materials in the electronic information industry. The implementation of Del Technology's fluorine-containing semiconductor material project will effectively fill the domestic gap and have far-reaching strategic significance for the development of the domestic semiconductor and semiconductor material industry. Zhang Zhukun, director of the Engineering Management Department of Fujian Del Technology Co., Ltd.

Nitrogen Trifluoride NF3


Tungsten Hexaflouride WF6.

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[tokenanalyst]

Shanghai Xinyang: Net profit in the first three quarters of 2024 is about 130 million yuan, an increase of 13.99% year-on-year​

Shanghai Xinyang achieved a total operating revenue of 406 million yuan in the third quarter, a year-on-year increase of 27.40% and a month-on-month increase of 11.73%; net profit attributable to shareholders was 70.8573 million yuan, a year-on-year increase of 162.16% and a month-on-month increase of 77.04%; non-net profit was 48.4278 million yuan, a year-on-year increase of 164.80% and a month-on-month decrease of 1.76%.

In the first three quarters of 2024, the company's gross profit margin was 38.89%, up 4.43 percentage points year-on-year; the net profit margin was 12.18%, down 1.07 percentage points from the same period last year. From the perspective of single-quarter indicators, the company's gross profit margin in the third quarter of 2024 was 37.66%, up 2.39 percentage points year-on-year and down 1.66 percentage points from the previous quarter; the net profit margin was 17.41%, up 8.71 percentage points from the same period last year and up 6.39 percentage points from the previous quarter.

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[tonyget]

A Korean semiconductor engineer was arrested by Chinese authority on suspicion of espionage

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South Korean diplomatic sources revealed on the 28th that a South Korean expatriate in China, A, was arrested on suspicion of violating the "Counter-Espionage Law of the People's Republic of China" (hereinafter referred to as the "Counter-Espionage Law"). This is the first time that a South Korean has been arrested in the ten years since the "Counter-Espionage Law" was promulgated.

On the 29th, the Ministry of Foreign Affairs of China confirmed that a South Korean citizen suspected of engaging in espionage activities was arrested in accordance with the law, and said that the South Korean Embassy in China had been notified, but did not disclose the specific information of the person involved.

According to reports, A, who is in his 50s, lives in Hefei City, Anhui Province. Before his arrest, he worked in a Chinese chip company and lived with his wife and two daughters. At the end of last year, investigators from the Hefei Municipal National Security Bureau took A away from his home. A was isolated and investigated in a local hotel for more than 5 months. In May this year, A was arrested by the prosecutor and is currently detained in the Hefei Detention Center.

According to reports, A was an employee of Samsung Electronics' chip department. Since 2016, he has worked in three or four Chinese chip manufacturers, including domestic storage giant Changxin Storage (CXMT).

Founded in 2016, Changxin Storage is an integrated memory manufacturing company headquartered in Hefei, Anhui. Changxin Storage focuses on the design, development, production and sales of dynamic random access memory chips (DRAM). Its products are widely used in mobile terminals, computers, servers, virtual reality and the Internet of Things.

The Chosun Ilbo pointed out that the Hefei National Security Bureau suspected that A leaked chip-related secrets to South Korea while working at Changxin Storage. But A argued that he did not have access to China's core chip technology.

The report quoted diplomatic sources as saying that since China implemented the "Anti-Espionage Law" in 2014, no Korean has been punished for the law. If A is sentenced in court, he will become the first Korean to be punished under the "Anti-Espionage Law".

On October 29, Lin Jian, a spokesman for the Ministry of Foreign Affairs of China, responded to relevant questions at a regular press conference and said that a Korean citizen was arrested by relevant Chinese departments in accordance with the law on suspicion of espionage.

 

[tokenanalyst]

182 semiconductor unicorns are receiving up to 2 million in funding in Suzhou.

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[LanceD23]

GWM Successfully Lights Up Automotive-Grade MCU Chip

• Zijing M100 (body application): air conditioning control module, headlight control module, air compressor controller, wireless charging module, and head-up display
• Zijing M200 (power, chassis application): electronic stability program and electric power steering
• Zijing M300 (power, chassis and domain control application): electronic stability program, electric power steering, integrated brake control, and body control module
• Zijing S300: Central gateway

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[tphuang]

Shanghai Xinyang: Net profit in the first three quarters of 2024 is about 130 million yuan, an increase of 13.99% year-on-year​

Shanghai Xinyang achieved a total operating revenue of 406 million yuan in the third quarter, a year-on-year increase of 27.40% and a month-on-month increase of 11.73%; net profit attributable to shareholders was 70.8573 million yuan, a year-on-year increase of 162.16% and a month-on-month increase of 77.04%; non-net profit was 48.4278 million yuan, a year-on-year increase of 164.80% and a month-on-month decrease of 1.76%.

In the first three quarters of 2024, the company's gross profit margin was 38.89%, up 4.43 percentage points year-on-year; the net profit margin was 12.18%, down 1.07 percentage points from the same period last year. From the perspective of single-quarter indicators, the company's gross profit margin in the third quarter of 2024 was 37.66%, up 2.39 percentage points year-on-year and down 1.66 percentage points from the previous quarter; the net profit margin was 17.41%, up 8.71 percentage points from the same period last year and up 6.39 percentage points from the previous quarter.

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from earlier this year

近期，在投资者互动平台，投资者们也连续提问光刻胶相关问题。一位投资者问及：“上海新阳KrF光刻胶已经生产近两年，现在是否大批量生产？”对此，上海新阳仅表示：“该产品已有销售。”

也有投资者问及更为先进的ArF光刻胶以及ArF浸没式光刻胶。有投资者提问称：“上海新阳ArF干法、湿法光刻胶客户验证已经三年，何时能够认证通过获取订单？”

上海新阳表示：“该产品尚在认证中。”

Krf was being sold, but Arf was still in validation

this seems like a problem. Not sure if when this will change. They are certainly not the only supplier of photoresists, but China needs as many Arf photoresist suppliers are possible.

 

[mst]

Despite US sanctions, China has enough AI processors to build the world's largest AI training cluster​

Despite all the efforts that the U.S. government has put into restricting the access of Chinese entities to high-performance AI hardware, there are enough AI processors in China to build the world's most powerful training cluster, reports SemiAnalysis. Huawei, which is probably the most sanctioned company in the IT sector, has not only circumvented U.S. sanctions by using proxies, but it produces plenty of its own Ascend 910-series processors domestically, the report says.

Huawei may not be exactly interested in getting Nvidia's hardware, as it has its own Ascend 900-series hardware platform for AI. The company's Ascend 910 processor was originally made by TSMC (and it looks like eventually Huawei managed to continue making the compute chiplet of this design at TSMC via a proxy), and it also has the Ascend 910B made by SMIC using its N+2 manufacturing technology (7nm-class), along with the Ascend 910C made on SMIC's N+3 fabrication technology (6nm-class).

Huawei has joined forces with SMIC and CXMT in a comprehensive, state-backed effort to build a domestic fabrication network that could produce everything needed for an AI hardware supply chain, starting from advanced logic and HBM memory, to advanced packaging and silicon photonics interconnects.

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[tokenanalyst]

from earlier this year


Krf was being sold, but Arf was still in validation

this seems like a problem. Not sure if when this will change. They are certainly not the only supplier of photoresists, but China needs as many Arf photoresist suppliers are possible.

Photoresist is one of those chemicals that fabs are VERY careful about because keeping that Critical Dimension and edge roughness in check is absolutely necessary for good yields. But there also the issue that Chinese companies may be sleeping in their laurels and not feeling a sense of urgency because most of China PR supply is coming from Japan who isn't YET imposing too much restriction on the chemical. My guess is that with the exception of SMIC they probably are not doing enough effort to collaborate with Chinese PR companies to accelerate the domestic substitution of this chemical maybe thinking that Japan will not impose too much export controls.

 

[Randomuser]

A Korean semiconductor engineer was arrested by Chinese authority on suspicion of espionage

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South Korean diplomatic sources revealed on the 28th that a South Korean expatriate in China, A, was arrested on suspicion of violating the "Counter-Espionage Law of the People's Republic of China" (hereinafter referred to as the "Counter-Espionage Law"). This is the first time that a South Korean has been arrested in the ten years since the "Counter-Espionage Law" was promulgated.

On the 29th, the Ministry of Foreign Affairs of China confirmed that a South Korean citizen suspected of engaging in espionage activities was arrested in accordance with the law, and said that the South Korean Embassy in China had been notified, but did not disclose the specific information of the person involved.

According to reports, A, who is in his 50s, lives in Hefei City, Anhui Province. Before his arrest, he worked in a Chinese chip company and lived with his wife and two daughters. At the end of last year, investigators from the Hefei Municipal National Security Bureau took A away from his home. A was isolated and investigated in a local hotel for more than 5 months. In May this year, A was arrested by the prosecutor and is currently detained in the Hefei Detention Center.

According to reports, A was an employee of Samsung Electronics' chip department. Since 2016, he has worked in three or four Chinese chip manufacturers, including domestic storage giant Changxin Storage (CXMT).

Founded in 2016, Changxin Storage is an integrated memory manufacturing company headquartered in Hefei, Anhui. Changxin Storage focuses on the design, development, production and sales of dynamic random access memory chips (DRAM). Its products are widely used in mobile terminals, computers, servers, virtual reality and the Internet of Things.

The Chosun Ilbo pointed out that the Hefei National Security Bureau suspected that A leaked chip-related secrets to South Korea while working at Changxin Storage. But A argued that he did not have access to China's core chip technology.

The report quoted diplomatic sources as saying that since China implemented the "Anti-Espionage Law" in 2014, no Korean has been punished for the law. If A is sentenced in court, he will become the first Korean to be punished under the "Anti-Espionage Law".

On October 29, Lin Jian, a spokesman for the Ministry of Foreign Affairs of China, responded to relevant questions at a regular press conference and said that a Korean citizen was arrested by relevant Chinese departments in accordance with the law on suspicion of espionage.

Hilarious how it's now other countries stealing from China.