Chinese semiconductor thread II

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tokenanalyst

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Xinda Semiconductor completed this round of tens of millions of investment to accelerate the localization of coating and developing equipment​


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At present, the company has completed the delivery of the first 12-inch mass-produced coating and developing equipment . The electronic control system and system scheduling software are the only independently developed in China, with complete independent intellectual property rights . At the same time, it has the ability to develop underlying components and has successfully developed and produced photoresist glue pumps, robotic arms, aluminum nitride/silicon carbide and other high-precision ceramic heating plates . From the overall architecture of the coating and developing machine to each unit component, Xinda Semiconductor's products have been fully localized, and provide a full range of services from complete machines to process solutions.


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tokenanalyst

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National Bureau of Statistics: Integrated circuit output increased by 11.8% year-on-year in October​


On November 15, the State Council Information Office held a press conference on the national economic operation in October 2024.

Driven by policies to promote high-quality industrial development, my country's manufacturing industry has shown a clear trend of high-end, intelligent and green development, and new growth momentum has continued to accumulate. In October, the added value of high-tech manufacturing increased by 9.4% year-on-year. Among them, the output of integrated circuits and industrial robots increased by 11.8% and 33.4% year-on-year respectively. The production of intelligent equipment and green products continued to grow at a high speed. In October, the added value of intelligent unmanned aerial vehicle manufacturing increased by 41.9%; the output of new energy vehicles and solar cells increased by 48.6% and 13.2% respectively.

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Wahid145

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gelgoog said:
YMTC seems to be clearing the ground for building its third NAND fab at its Wuhan site.
They presently have two fabs at the site. Each fab has like 100,000 wpm design capacity.
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Is there a source for this? This would be a milestone considering they were laying off people at the start of last year due to sanctions which didn't allow them to procure Equipment from from major American suppliers.
This expansion means they are more confident in Domestic SME suppliers then ever.
 
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gelgoog

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Wahid145 said:
Is there a source for this? This would be a milestone considering they were laying off people at the start of last year due to sanctions which didn't allow them to procure Equipment from from major American suppliers.
This expansion means they are more confident in Domestic SME suppliers then ever.
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I looked at Sentinel-2 satellite pictures. They seem to have started clearing the site as preparation for construction this month.
I would not assign much credence to Western news reports. YMTC has gained Huawei as a customer for the Pura 70 recently for example. They should have more demand than they used to.

March 19th:

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October 30th:

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November 14th:

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They typically put that emerald covering on the ground as preparation for construction. It is expanding so they should be starting site construction on the third fab. If I am correct you will see them start erecting the buildings next year.
 
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broadsword

broadsword

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tokenanalyst said:

China's first printed OLED display goes into mass production, TCL Huaxing launches new technology brand APEX​


On November 16, the 2024 TCL Huaxing Global Display Ecosystem Conference (DTC2024) with the theme of " Zhentu Vision, Insight into Everything" was grandly opened at Guangzhou Baiyun International Convention Center Yuexiu Marriott Hotel. The conference brought together hundreds of global display industry elites, experts and scholars, media and TCL Huaxing's ecological partners to discuss cutting-edge display technology applications and future development trends, witness TCL Huaxing's latest technological achievements and the birth of new advanced display species, and talk about the new future of the display industry.

The way of seeing all things is to be simple. At DTC2024, TCL Huaxing announced the official mass production of printed OLED and released a new technology brand - APEX , which fully demonstrated TCL Huaxing's cutting-edge display solutions, ecological construction and global strategic layout. TCL Huaxing uses technology to drive screen innovation, reshape the boundaries of display technology, and create a global event that renews the technology era of the display industry, which has attracted widespread attention in the industry.
Li Dongsheng, founder and chairman of TCL, sent a message to the conference and extended a warm welcome to all the guests. He pointed out that "the mass production technology and technology brand newly released by TCL Huaxing is not only an important milestone in TCL Huaxing's technological innovation, but also an important step in expanding display technology to application scenarios and industrial ecology."

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Wasn't BOE the first for China? What's the diff?

BOE launches the first 55-inch printed 4K OLED display 2018-11-26
With the rapid advances in OLED technology, using inkjet printing to produce OLED display has become the focus of the industry. Recently, BOE has successfully developed China’s first 55-inch 4K OLED display using inkjet printing technology, marking a major breakthrough in the field of OLED printing.

The production of OLED display using inkjet printing technology can not only greatly improve the utilization of organic materials, but also effectively reduce costs. Especially, it has a good application prospect in the field of large-sized OLED display. BOE’s 55-inch 4K OLED display is produced with world-leading RGB full printing technology. With a contrast ratio of 1,000,000:1 and a color gamut of 96.8% NTSC, it has a better performance in image quality. In addition, the utilization rate of materials in producing such display can reach 90%, so there is an obvious advantage in controlling the costs of equipment and consumables.

BOE launched a 17-inch inkjet-printed OLED display early in 2012, developed the 30-inch FHD inkjet-printed OLED display in 2013, and introduced the 14-inch QHD inkjet-printed OLED display in 2014. To further advance the industry, BOE also invested in Hefei to build an printing OLED technology platform for the production of large-sized OLED display to be used on the TV screen in the home.
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tphuang

tphuang

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dongfanghong tech (from Hong Kong) announced it is getting its new AI or high end computing chip fabb'd at SMIC's 7nm process

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looks real from their website

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Their english name is Hong Kong Technology

This is the announcement
特大好消息！为热列庆祝东方红与中芯国际达成战略合作，震撼推出全新《智算级》高性能计算芯片！超强算力，低能耗，支持AI，大数据，边缘计算。东方红与中芯国际（SMIC）强强联合，中芯国际作为中国规模最大，技术最先进的芯片制造公司之一，标志着东方红在集群算力，边缘计算领域得到了市场广泛认可，大大提升了市场核心竞争力！科技驱动未来，合作共赢新篇章！
为满足东方红千万注册用户的上市需求，同时回馈广大合作企业和各级会员推出以下福利活动
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I'd imagine more of the AI startups will be banging the doors of SMIC to get the chip fabb'd.
 
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