Chinese semiconductor thread II

tphuang

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nVidia has just been placed under investigation for potential violation of China anti-trust laws.

I wonder if this is a sign that production of Chinese AI chips is now catching up, and finally now it's time to do this.
yes, this means those downgraded Nvidia GPUs that are legally allowed to enter China and still getting bought up by domestic AI companies are no longer allowed. They must be confident toward yield and volume of AI chips to put this in.
 

tokenanalyst

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JetPlasma has quietly increase their offering for IC manufacturing, they used to produce mostly PR aching tools and plasma surface treatment tools.​


Starting from the client's product application technology (HBM or 3D stacking), JETTech proposed that it could provide the industry with high-end electrochemical deposition equipment (vertical JETCyber and horizontal JETPunk), deep silicon etching (JETKepler) and Liner ALD (Proxima) product solutions.
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Jiyi Technology has been deeply engaged in the research and development of domestic products, focusing on providing plasma equipment and vacuum thermal technology equipment for the integrated circuit industry. Jiyi Technology will continue to explore the cutting-edge technology of semiconductor manufacturing technology and contribute to China's advanced manufacturing and semiconductor advanced process equipment.

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tokenanalyst

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Shanghai Lianfeng Gas Co., Ltd. announced the completion of a new round of RMB 100 million financing​

Shanghai Lianfeng Gas Co., Ltd. announced the completion of a new round of RMB 100 million financing, with the investor being the State Venture Capital Fund. This is another round of financing following the strategic financing of China Power Fund a month ago. In the past two years, Shanghai Lianfeng has completed five rounds of financing, and has received support and recognition from various investors such as industrial capital, state-owned investment platforms, and private equity investment. Shanghai Lianfeng was established in 2015 and is a high-tech enterprise integrating gas separation and purification equipment, gas supply and operation. Its pioneering electronic material recycling model brings great cost reduction effects and supply chain stability to customers.

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Hyper

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yes, this means those downgraded Nvidia GPUs that are legally allowed to enter China and still getting bought up by domestic AI companies are no longer allowed. They must be confident toward yield and volume of AI chips to put this in.
High end is still smuggled I assume.
 

tokenanalyst

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Probably another lackluster digitimes article, but we predicted that development and goes way beyond "dual use" as China semi supply chain develops thanks to the D.C. stooges export controls, now defense products do not necessary have to rely on consumer-civilian grade products like the think tank stooges have been saying with the "civil-military fusion" crap theory, now China defense firms could have access to an entire supply chain to make a full spectrum of semiconductor products in 150-300 mm Si, SiC, GaN, SoI, AlN, GaO3, etc, wafers, from very mature to advance logic and gets better thanks to US export controls China semiconductor industry naturally is getting less transparent with less foreign eyes over the industry, so will be very difficult to know who is doing what, with the exception of some announcements, papers and patents, very superficial stuff. So probably no more procurement announcements, defense firms can now establish their own design houses and get military grade IC products or procure military grade version of consumer grade products.
 
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