Chinese semiconductor thread II

tokenanalyst

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MST Fobic, a chiplet packaging technology solution of Jingtong Silicon Bridge.​

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The TMV technology enables the Crystalbridge Chiplet to achieve 2.5D/3D interconnection, which can improve the connection density and performance between chips. At the same time, it avoids the TSV re-design problem and reduces design complexity and cost.

Jingtong Silicon Bridge Chiplet can flexibly implement BGA/Bump packaging, and can also be integrated with the substrate to form a hybrid package. This optimized structure can meet the needs of different application scenarios. By adopting the Face up FO method, 2um level Fine Pitch RDL can be achieved. This high-density redistribution layer design surpasses traditional solutions such as eWLB and helps to achieve a more compact packaging design.

In addition, the Chiplet technology of Crystalbridge provides an excellent bonding and debonding method, which can achieve a position accuracy of ±1 micron, which is crucial to improving packaging yield and reliability.

With the continuous development of the semiconductor industry, silicon bridge chiplets are expected to become the mainstream trend of advanced packaging. This technology, with its unique advantages such as high wiring accuracy, high package pin density, and small package size, meets the demand for ultra-high density packaging in high-performance computing, networking and other fields.

At present, Silicon Bridge Chiplet technology has been widely used in high-performance computing fields such as AI servers, AI mobile phones, and AI PCs, becoming one of the key technologies to promote the development of these fields. Data shows that the market share of Silicon Bridge packaging solutions will reach 24% in 2024 and is expected to reach 55% in 2025. The technology shows strong market growth potential.

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tokenanalyst

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Sanan Optoelectronics: 8-inch silicon carbide is expected to be put into mass production next year​


Sanan Optoelectronics is accelerating the development of the third-generation compound semiconductor industry. "This year, our average utilization rate of gallium arsenide RF (note: an indicator to measure the efficiency of equipment use) has reached a new high, reaching 95% at its peak. The company has completed the expansion of its monthly production capacity to 20,000 pieces."

he first domestically produced 8-inch silicon carbide chip production line in the central and western regions jointly invested and built with STMicroelectronics (China) Investment Co., Ltd. (hereinafter referred to as STMicroelectronics) in Chongqing has lit up the equipment and is expected to start mass production next year (Note: refers to the completion and commissioning of the project).

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tphuang

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Apparently GaN power amplifiers in 5G base stations are really hard to make. HW probably sourced from Sanan or fabbed it in-house.
Guobo makes the 5g base station power amplifiers and it is also the biggest supplier of tr modules to military grade aesa radar.

sanan fab gallium arsenide power amplifiers
 

sunnymaxi

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China has made a major breakthrough in the practical application of high-power extreme ultraviolet lithography light source technology
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not a big deal ..

This is SIOMP but China already has working EUV light source for years. CIOMP even filled patent back in 2022.

CIOMP LPP-EUV laser patent.
actual laser patent.png

so China now has two workable EUV light source for commercial purpose .. this is indeed a good news
 

tphuang

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very interesting article here on DDIC pricing and foundry.

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Not a surprise to us that follow this, but Mainland foundry capacity and share will grow significantly over next 2 years, especially from SMIC, Nexchip and HH. It will overtaken Taiwan in production
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Now the Taiwanese are really complaining

The supply of mature wafer fabrication processes in the semiconductor industry has exceeded demand, and Chinese factories have recently lowered prices significantly to attract Taiwanese IC designers. The cost of 12-inch wafers has been reduced by up to 40%, and 8-inch wafers have seen price cuts of 20-30%. This has led to a wave of Taiwanese companies shifting their production to China, putting pressure on Taiwanese foundries such as UMC and GlobalWafers.

As expected, the wave of 40nm capacity is causing price to crash

 Industry sources report that Chinese foundries are offering significant discounts, with the largest price reductions seen in the 40/45nm process nodes. In particular, the 12-inch wafer foundry prices have dropped by up to 60% compared to Taiwanese foundries. Even 8-inch wafer prices, which had already been decreasing for three consecutive quarters, have been cut by an additional 20-30%.
不具名的台灣IC設計大廠透露,大陸主要晶圓代工廠包括中芯國際、華虹集團、晶合半導體等,已陸續來台灣搶單,報價比台灣晶圓代工業者「更有競爭力」,主要用於驅動IC、
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IC、微控制器(MCU)等成熟製程晶片生產。
供應鏈透露,這波大陸晶圓代工廠殺價搶單,會根據不同製程或品項有不同折扣,以40/45奈米報價降幅最大,尤其先前價格相對有撐的12吋晶圓代工價降幅最顯著,最多比台灣晶圓代工同業報價打六折;至少已連續三季降價的8吋晶圓代工價也再砍價20%至30%。
據悉,大陸晶圓代工廠這次大砍價搶單,已陸續收到成效,以力積電母公司力晶創新投資仍持有兩成股權的晶合集成為例,近期驅動IC、電源管理IC相關訂單大量回流。

大陸晶圓代工成熟製程報價「太殺」,成為台灣IC設計廠將對岸代工廠報價用來和台灣晶圓代工廠要求降價的依據,導致聯電、世界先進等台灣晶圓代工廠報價承壓,面臨不得不壓低價格因應窘境。

法人指出,聯電、世界先進等以成熟製程為主力的台灣晶圓代工廠產能利用率已滑落至七成以下,不利營收、毛利表現,如今陸企大刀一揮再砍價搶單,相關後座力將陸續浮現,預期市況恐到2025下半年才會好轉。

The big 3 SMIC, HH and Nexchip doing the damage

and it's for MCU, DDIC, PMIC. which are some of the simplest logic chips to do. these things seem to be getting commoditized.
 

Wahid145

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Now the Taiwanese are really complaining



As expected, the wave of 40nm capacity is causing price to crash






The big 3 SMIC, HH and Nexchip doing the damage

and it's for MCU, DDIC, PMIC. which are some of the simplest logic chips to do. these things seem to be getting commoditized.
Any news on NexChip 28nm progress? As for Huahong we heard 4 years ago they are working on FinFet but still no news on whats the status on it...
 

tphuang

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I've been too lazy to look at their updated capex and capacity projection, but maybe sometime next year, we can see what they are planning for 28/40/55nm.
 
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