Ironically the lobby basically arrested the development of China own equipment and EDA companies, like a Trojan Horse, sending them to survive in niches markets like photovoltaic, power, LED and packaging, leaving China in a pretty vulnerable situation, had the US go balls to the wall with the sanctions and block everything in 2020 would had done serious damage to China semiconductor industry and the economy in general. Is like TSMC, they figure out that the best strategy was to setup a fab in the mainland to grabs domestic clients from SMIC and HH. Huawei was one TSMC biggest client now is SMIC one of the biggest one, 28nm and 14nm just contributed 4% of SMIC revenue, one could guess how much is today.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
While some of this sounds plausible, it is not true that CXMT is selling 12nm DDR5 or LPDDR5X. I mean just go to their website.
CXMT sells DDR4, LPDDR4X, LPDDR5.
I agree that their monthly production should be more than 200,000 wafers and they are working on HBM. But them making 12nm DRAM depends on getting the semi tools to do it. Western companies are not selling them anymore, and Chinese vendors last we heard were still behind, so this part is not that plausible. It would be great news if true though, memory is still too expensive.
MIcron's 1b process is without EUV as well. DRAM cells are symmetric enough, that SAQP can be used without too many cut masks and resulting overlay errors.
This is a mistranslation from a Korean article from 2 month ago. What the original publication said was that CXMT is making 17nm and 18nm legacy products while other companies at the industry are at 12nm. Then some of the other websites that copied that article translated it wrong and made it sound like CXMT was making 12nm.
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yeah, I think it's far more likely they are doing something close to 16nm (D1z) and making LPDDR5 (and possibly DDR5) from that.
smartness has hit 100 million CIS delivery per month. They have > 50% share in global security camera industry and top 3 in auto camera.
smartness has hit 100 million CIS delivery per month. They have > 50% share in global security camera industry and top 3 in auto camera.
Moore Threads domestic technology open bid.
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The first low-energy, high-beam ion implanter was successfully delivered to a new customer of Kaishitong.
On November 14, as a vehicle loaded with Kaisitong ion implantation equipment slowly drove into the customer's factory, Kaisitong's business territory expanded again, and it successfully delivered a low-energy, large-beam ion implantation machine to a new 12-inch wafer factory customer. This is the first time that the factory has purchased domestically produced ion implantation equipment, which fully demonstrates the trust and recognition of domestic mainstream wafer factory customers in Kaisitong. As an important project of localization cooperation, the two parties held an equipment moving ceremony at the client's end.
Kaishitong is committed to providing customers with a full range of integrated circuit ion implantation equipment, actively promoting technological breakthroughs in domestic ion implantation equipment, and providing high-quality services to domestic integrated circuit manufacturing companies. The development of new customers is a new opportunity, a new task, and a new challenge for Kaishitong. Kaishitong will closely focus on customer product process requirements, deploy elite personnel, improve customer service levels, respond to customer needs anytime and anywhere, and continue to carry out machine research and development innovation and CIP, and help customers reduce costs, increase efficiency, and increase production capacity with high-quality products and services.
The low-energy, large-beam ion implanter is the main equipment independently developed by Kaisitong. It has undergone product verification and iterative upgrades in many mainstream 12-inch wafer fabs. It has excellent electrical parameters, injection angles and uniformity. It has won the first prize of Shanghai Science and Technology Progress, the first prize of Beijing Science and Technology Progress, and the top ten independent innovation projects of Shanghai High-tech Achievements Transformation Projects.
Looking to the future, Kaishitong will always uphold the development philosophy of customer first and attentive service, continuously optimize product performance, improve service quality, better meet customer needs and expectations, and work with customers to write the "core" chapter together!
The photomask manufacturing project, Guanshi Technology plans to increase capital by 150 million yuan to its subsidiary.
Guanshi Technology announced that due to the investment in the photomask manufacturing project, the company plans to increase the capital of the project implementation entity, wholly-owned subsidiary Ningbo Guanshi, by 150 million yuan in cash, with the source of funds raised. After the completion of this capital increase, the registered capital of Ningbo Guanshi will increase from 350 million yuan to 500 million yuan.
Guanshi Technology stated that the capital increase will help improve the company's overall competitiveness, and will also help improve Ningbo Guanshi's credit rating, providing a good foundation for its subsequent production, operation and business development, which is in line with the company's long-term planning and overall strategy.
It is reported that according to the approval of the China Securities Regulatory Commission on the approval of the initial public offering of shares of Nanjing Guanshi Technology Co., Ltd., Guanshi Technology's initial public offering of 18,275,000 RMB common shares (A shares) was approved at a price of RMB 27.42 per share, with a total amount of RMB 501.1005 million raised. After deducting the issuance fee of RMB 45.2326 million, the net amount of funds raised was RMB 455.8679 million. All funds were in place on August 5, 2021.
On November 12, 2024, Guanshi Technology reviewed and approved the "Proposal on Changing the Investment Projects of the Raised Funds". The changed investment projects and funding arrangements for the raised funds are as follows: the functional structural parts, ultra-high-definition liquid crystal display panels and R&D center projects are expected to use an investment amount of RMB 197 million from the raised funds, and the photomask manufacturing project is expected to use an investment amount of RMB 280.4188 million from the raised funds.