Chinese semiconductor thread II

tokenanalyst

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Yaze Semiconductor Components and Quartz Materials R&D and Production Base signed a contract to settle in Wuxi​

The Yaze semiconductor components and quartz materials R&D and production base project was signed and settled in Wuxi High-tech Zone. The total planned investment of the project is 3 billion yuan .

It is reported that Beijing Yaze Quartz Materials Co., Ltd. is one of the few domestic companies that masters upstream raw material preparation technology and integrates production, R&D, and sales into a full industrial chain manufacturing enterprise. It mainly produces ultra-high purity quartz materials and products for integrated circuits, and has achieved independent control in all aspects such as raw materials, processes, and equipment.
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Public information shows that Beijing Yaze Quartz Materials Co., Ltd. was established in August 2022. It adheres to the main line of electronic special materials manufacturing and has completed the A+ round in 2024. The business scope includes the manufacturing of electronic special materials, sales of non-metallic minerals and products, and the manufacturing of non-metallic mineral products. Especially in the key link of integrated circuit wafer manufacturing, Yaze has a key quartz material that can provide core technology for the 40-28 nanometer mature process and 14 nanometer advanced process of integrated circuit wafer manufacturing companies.

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LanceD23

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domestic companies only occupy 15% of China market for analog chips. Majority still foreign suppliers.
annually the analog chip markets globally is over $70Billion.

This sector is mature chips and saying that China is self sufficient in mature chips is off. There's still alot of room to operate.
 

gelgoog

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domestic companies only occupy 15% of China market for analog chips. Majority still foreign suppliers.
annually the analog chip markets globally is over $70Billion.

This sector is mature chips and saying that China is self sufficient in mature chips is off. There's still alot of room to operate.
Did you know that Realtek typically manufactures chips at SMIC? That is one reason why you get statistics like that.
China has good software to design analog chips, and talent to design such chips exists in China already in certain niche applications like audio processing, I think if there was the demand Western analog chip imports could be replaced quickly.
 

tphuang

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domestic companies only occupy 15% of China market for analog chips. Majority still foreign suppliers.
annually the analog chip markets globally is over $70Billion.

This sector is mature chips and saying that China is self sufficient in mature chips is off. There's still alot of room to operate.

It takes time to build up capacity and a lot of capacity is coming online in the next few years. In general, some of these articles about state of industry in China is based on dated sentiment and such.
 
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