Chinese semiconductor thread II

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european_guy

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For interested people, here are the official documents from SMIC

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Some noteworthy point:

- 86% of revenues from China, while just 10% from US. These are records high and low respectively.

- Capacity reached 884K wpm (8" equivalent), almost +90K wpm since 1 year ago and a whopping +47K wpm in just one quarter! New stuff is finally coming online now!

- Big drop of capital expenditure compared to previous quarters: 2.25B$ -> 1.18B$
 
PopularScience

PopularScience

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Registered Member
european_guy said:
For interested people, here are the official documents from SMIC

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Some noteworthy point:

- 86% of revenues from China, while just 10% from US. These are records high and low respectively.

- Capacity reached 884K wpm (8" equivalent), almost +90K wpm since 1 year ago and a whopping +47K wpm in just one quarter! New stuff is finally coming online now!

- Big drop of capital expenditure compared to previous quarters: 2.25B$ -> 1.18B$
Click to expand...
CPU accounts for 40%
 
T

tokenanalyst

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Registered Member

Xinyuan Micro received a government subsidy of 30.4 million yuan to subsidize the development of key integrated circuit equipment​


Xinyuanwei issued an announcement stating that the company recently received a government subsidy of 30.4 million yuan, which was a subsidy for the development of key integrated circuit equipment issued by the Finance Bureau of Hunan District, Shenyang City.

It is understood that Xinyuan Micro has established a relatively close cooperative relationship with major domestic wafer fabs. In recent years, the introduction progress of power customers, certain logic and storage customers has been relatively fast, and batch sales have been achieved from offline Track to inline Track. At present, the company is working closely with many well-known domestic storage and logic customers to accelerate the evaluation and assessment process of related machines, and work with customers to steadily promote the improvement of machine performance and provide customers with cost-effective domestic alternatives.

In March this year, Xinyuanwei officially released a new strategic product, the front-end chemical cleaning machine. It has established connections with many strategic customers and plans to introduce it to many storage, logic and other customers in the second half of the year for process verification. Xinyuanwei's new front-end chemical cleaning products can cover more than 80% of the front-end chemical cleaning processes. The products are benchmarked against international leaders, focusing on customer "pain points" and committed to solving customer bottlenecks.

In recent years, in response to downstream customers' R&D needs for high-end processes such as 2.5D and HBM, Xinyuanwei has also timely launched new product categories such as temporary bonding, debonding, and Frame cleaning. It has passed the process verification of a domestic storage customer and achieved repeat sales. It will continue to be introduced to major 2.5D high-end packaging customers in 2024. At present, the company has successfully broken the monopoly of foreign manufacturers in the field of temporary bonding, achieved import substitution, and established close ties with various leading 2.5D, HBM and other manufacturers. In the future, with the rapid development of emerging industries such as 2.5D and HBM in China, the company's temporary bonding category is expected to achieve sustained and steady growth.
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tokenanalyst

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Diamond semiconductor project in Hebei is completed and put into production!​


The Jingchi Electromechanical Semiconductor Material Equipment R&D and Production Project located in the Zhengding High-tech Industrial Development Zone in Hebei Province held a commissioning ceremony. According to China Powder Network, the project is an important production base established in the northern region by Hangzhou Jingchi Electromechanical Technology Co., Ltd. Hangzhou Jingchi Electromechanical Technology Co., Ltd. is a high-tech enterprise dedicated to the research and development and production of third-generation and fourth-generation semiconductor equipment. In order to realize the strategic planning of "one body and two wings" north-south dual production bases, after in-depth docking with Zhengding, it chose to build a production base in Zhengding High-tech Zone.

"It took only three months from the negotiation and signing of the project to its official production. The superior investment environment and policy support enabled the project to be successfully implemented and quickly promoted, and also made us fully feel the 'Zhengding speed'." Guo Sen, general manager of Hebei Jingchi Electromechanical Co., Ltd., introduced that the project covers an area of 50.26 acres and has a total investment of about 200 million yuan. After the official production, the focus will be on the research and development of large-size silicon carbide epitaxial equipment, large-size diamond equipment and other high-end semiconductor equipment , with an estimated annual output value of more than 300 million yuan.​

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tokenanalyst

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SVG Optronics: Some orders from leading customers for lithography equipment will be delivered in Q4.​


Su Dawei stated in an institutional survey that in 2024, the company's various types of lithography equipment will continue to expand their application areas and customers, but due to the impact of the production cycle, orders from some leading customers will be delivered in the fourth quarter.

In terms of automotive interior film business, in the first three quarters of 2024, Sudawei's nano-textured materials have been used in the global main models of a certain European international leading automobile brand, driving the business subsidiary Meta Optoelectronics to achieve operating income of approximately RMB 32.1952 million, an increase of approximately RMB 27.9404 million year-on-year, a year-on-year increase of approximately 656.68%.

Su Dawei also introduced that the company is one of the first high-tech enterprises in China to realize the industrialization and commercialization of nanoimprint technology, and products related to nanoimprint technology are the company's key development areas.

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