Chinese semiconductor thread II

[tokenanalyst]

Chongqing's first LCOS chip packaging and testing mass production line was completed and put into use in Tianjin​

The first wafer production and opening ceremony of Chongqing Jingfan Optoelectronics Technology Co., Ltd. (hereinafter referred to as "Jingfan Optoelectronics") was held in Tuanjiehu Digital Economy Industrial Park, marking the official completion and commissioning of the world's eighth, China's fourth, and Chongqing's first LCOS chip packaging and testing mass production line. As a leader in the semiconductor industry, Jingfan Optoelectronics has the country's first and only technical team that has pushed the key core technology inorganic oriented LCOS chip into mass production. It can provide high-performance, high-reliability, and low-cost solutions for core chips, truly solving the "stuck neck" problem. It has accumulated dozens of patents and achieved domestic substitution in key areas. The company has built a comprehensive light valve chip industrial base integrating R&D, packaging, testing, and sales in Tuanjiehu Digital Economy Industrial Park. After reaching full production, the annual output value is expected to be 3.5 billion yuan, filling the gap in Jiangjin's chip industry.

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[Maikeru]

More decoupling, this time eliminating Chinese suppliers:

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[tphuang]

removing Chinese suppliers from US SME supply chain is probably an expected move. My guess is that there are no critical suppliers out of China, that's why they are able to do this.

https://twitter.com/i/web/status/1853459315564105870

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Okay, here is some really dire stuff for Samsung. Basically, this means there is no demand for leading edge stuff outside of China unless you are TSMC.

I didn't comment on this when it came up a few days ago, but this indicates players like Baidu which had been fabbing at Samsung has stopped doing so. They were willing to place last minute high priced orders with TSMC rather than using Samsung.

 

[gelgoog]

Okay, here is some really dire stuff for Samsung. Basically, this means there is no demand for leading edge stuff outside of China unless you are TSMC.

I didn't comment on this when it came up a few days ago, but this indicates players like Baidu which had been fabbing at Samsung has stopped doing so. They were willing to place last minute high priced orders with TSMC rather than using Samsung.

It is not that there is no demand. It is that Samsung is not cost competitive against TSMC. Their yields suck. You produce a bunch of wafers and most of the chips in them must be tossed into the trash. The clients won't eat the cost, and it turns out Samsung won't either.

In the case of SMIC it has a large and increasing pool of captive clients so not nearly the same issues.

 

[tokenanalyst]

More decoupling, this time eliminating Chinese suppliers:

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removing Chinese suppliers from US SME supply chain is probably an expected move. My guess is that there are no critical suppliers out of China, that's why they are able to do this.

https://twitter.com/i/web/status/1853459315564105870

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Okay, here is some really dire stuff for Samsung. Basically, this means there is no demand for leading edge stuff outside of China unless you are TSMC.

I didn't comment on this when it came up a few days ago, but this indicates players like Baidu which had been fabbing at Samsung has stopped doing so. They were willing to place last minute high priced orders with TSMC rather than using Samsung.

Using less Chinese component means that they will probably be forced to sell less in China by the stooges. So let see how that goes because these SME suppliers are for now pretty dependent on the Chinese market and as domestic SME toolmakers catch up quickly they will probably be force to make tools for the Chinese market and that will include the use of a lot of domestic components or abandon that market to China own equipment suppliers.

 

[iewgnem]

removing Chinese suppliers from US SME supply chain is probably an expected move. My guess is that there are no critical suppliers out of China, that's why they are able to do this.

https://twitter.com/i/web/status/1853459315564105870

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Okay, here is some really dire stuff for Samsung. Basically, this means there is no demand for leading edge stuff outside of China unless you are TSMC.

I didn't comment on this when it came up a few days ago, but this indicates players like Baidu which had been fabbing at Samsung has stopped doing so. They were willing to place last minute high priced orders with TSMC rather than using Samsung.

It's in China's strategic interest to see all non-mainland fab business to concentrated into TSMC. Yeah Samsung's yields are bad but not for 7nm, SMIC can take up 7nm orders too but SMIC's hands are probably full, so there might be suggestions by Beijing to prioritize TSMC for orders that can't be fufilled by mainland fabs.

 

[HighGround]

removing Chinese suppliers from US SME supply chain is probably an expected move. My guess is that there are no critical suppliers out of China, that's why they are able to do this.

https://twitter.com/i/web/status/1853459315564105870

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Okay, here is some really dire stuff for Samsung. Basically, this means there is no demand for leading edge stuff outside of China unless you are TSMC.

I didn't comment on this when it came up a few days ago, but this indicates players like Baidu which had been fabbing at Samsung has stopped doing so. They were willing to place last minute high priced orders with TSMC rather than using Samsung.

This is what annihilation looks like.

But like actually, this is what destruction of Samsung Fabs looks like.

 

[tphuang]

https://twitter.com/i/web/status/1853622622174793945

BYD power module and SiC both showing increased share since first half. Especially SiC

 

[huemens]

SK Hynix, Samsung to cut legacy DRAM output as Chinese firms catch up​

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South Korea’s two leading memory chipmakers – Samsung Electronics Co. and SK Hynix Inc. – are moving to significantly reduce their production of legacy memory chips, particularly DRAM, amid falling prices caused by greater volumes from Chinese companies.

SK Hynix said in a recent investor relations session with Goldman Sachs that it plans to lower its DDR4 DRAM chip production to 20% of its DRAM output by year's end from 30% at the end of September and 40% at the end of June.

The widened price gap was owed largely to increased production of older chips such as DDR4 and LPDDR4X by China’s ChangXin Memory Technologies (CXMT), according to industry officials.

According to TrendForce, Chinese memory chipmakers are expected to control a combined 11.8% market share of the DRAM segment by year's end, up from 10.1% in the first quarter.

Now the world’s No. 4 DRAM maker, CXMT's monthly DRAM production capacity has expanded to 160,000 sheets in terms of wafers, from 40,000 sheets in 2020. Its monthly production capacity is forecast to rise to 200,000 sheets by the end of this year and to 300,000 sheets by the end of 2025.

 

[Overbom]

SK Hynix, Samsung to cut legacy DRAM output as Chinese firms catch up​

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Now the world’s No. 4 DRAM maker, CXMT's monthly DRAM production capacity has expanded to 160,000 sheets in terms of wafers, from 40,000 sheets in 2020. Its monthly production capacity is forecast to rise to 200,000 sheets by the end of this year and to 300,000 sheets by the end of 2025.

so in a span of 5 years, from 40k to 300k
and in 1 year, from 160k to 300k..

Anyone knows if CXMT has any more fabs coming online after 2025?