Chinese semiconductor thread II

[tokenanalyst]

Qingyi Optoelectronics plans to increase investment of 500 million yuan in the semiconductor mask production base project​

Qingyi Optoelectronics issued an announcement stating that in order to further enhance the company's core competitiveness, promote the company's overall industrial development strategic layout, meet the funding needs of Qingyi Micro's high-end semiconductor mask production base construction project, and ensure the smooth implementation of the project, the company plans to increase Qingyi Micro's capital with its own funds of RMB 500 million. After the capital increase, Qingyi Micro's registered capital will be changed from RMB 255.53136 million to RMB 435.685572 million. The company directly holds 95.5171% of Qingyi Micro's shares, and Shuangyi Qifei Partnership waives the right to increase capital in proportion and will not increase capital in proportion.

According to the introduction, the company's related natural persons, Qingyi Optoelectronics Vice Chairman Zhuang Dingding, Qingyi Optoelectronics Director and Qingyi Micro Supervisor Tang Jiasheng, Qingyi Optoelectronics Director and General Manager Wu Keqiang, and Qingyi Optoelectronics Technology President Li Yuesong are partners of Shuangyi Qifei Partnership's limited partner Xinping Tonghui Partnership; Tang Jiasheng is the general partner and executive partner of Shuangyi Qifei Partnership; Zhuang Dingding is the general partner and executive partner of Qixin Xieli Partnership and Xinping Tonghui Partnership, which are limited partners of Shuangyi Qifei Partnership. Therefore, Shuangyi Qifei Partnership is a related party of Qingyi Optoelectronics.

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[tokenanalyst]

The first batch of process equipment and machines for the Luxin Semiconductor Mask Production Project was successfully moved in​

On December 17, the mask production project of Jiangsu Luxin Semiconductor Technology Co., Ltd. (hereinafter referred to as "Luxin Semiconductor") ushered in important progress - the first batch of process equipment and machines were successfully moved in, marking the project entering a new stage.

Since its establishment in 2023, Luxin Semiconductor has focused on the research and development and production of semiconductor masks, mastered 130nm to 28nm process technology, served high-performance computing, artificial intelligence, communications and other fields, and has become an important force in promoting the development of Suzhou's high-end manufacturing industry. The company's mask production project is located on the west side of Shengpu Road and the north side of Tongsheng Road in Gaomao District, covering an area of 74 acres and a total construction area of more than 40,000 square meters. It is expected to produce 35,000 semiconductor masks annually.

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[tokenanalyst]

With a total investment of 290 million yuan, the Ruixin Microelectronics Headquarters Project started​

On December 16, 2024, Ruixin Microelectronics ushered in another historic moment - the groundbreaking ceremony of the headquarters construction project located in Kunshan Development Zone!

The total investment of the project is 290 million yuan, and the goal is to build a standardized enterprise with self-developed high-end image sensors as the core, integrating chip design, chip testing, special optoelectronic modules and special camera design and production, to solve the problem of R&D and production land. After the project is completed and put into production, Ruixinwei expects that the total asset scale will exceed 5 billion yuan and the annual revenue scale will exceed 1 billion yuan in the next five years. This project is not only a major measure to serve the expansion of production and increase efficiency, but also an unprecedented transformation and sublimation of Ruixin; it is not only a milestone in the development of Ruixin, but also a solid step for Ruixin to move towards a prosperous and beautiful future.

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[tokenanalyst]

Wester completes tens of millions of yuan in Series A financing​

Recently, Shenzhen Xisite Technology Co., Ltd. (hereinafter referred to as "Xisite" or "SSTech") completed a round A financing of tens of millions of yuan.

This round of financing was jointly invested by Zhongguancun Capital, G60 Science and Technology Innovation Fund, etc. Investors include top institutions of various types such as industrial capital and government industrial funds, which will accelerate the breakthrough of material technology and innovative development in key areas of domestic semiconductors.

Xister is one of the few manufacturers in China that has achieved the industrialization of semiconductor dicing knives, especially in the field of hard knives with higher technical barriers. As a leader in the industry, Xister has played a key role in its domestic independent control. With the purpose of "making all grinding and scribing processes easy", Xister is based on an in-depth understanding of the industry, innovative dicing knife design and practical application of dicing system methodology. It practices precision dicing of wafers and packaging substrates in the semiconductor industry. With super-hard material diamond as the core and combined with advanced process technology, it provides customers with high-end grinding and scribing products and dicing system solutions such as hard knives, soft knives, grinding plates, and thinning grinding wheels. At present, the products have been certified and introduced in batches by many leading customers in the industry, and have established good cooperative relations with well-known packaging and testing companies such as Huatian Technology, China Resources Microelectronics, and SMIC, achieving high-speed, high-quality intelligent manufacturing, cost-reducing and efficiency-increasing production for customers.

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[tokenanalyst]

Angstrom-E showcasing their yield metrology products and X-Ray metrology machines​

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[Wahid145]

Domestic DDR5. This was one of the big news I expected this year.

View attachment 141023

Who's making the core chip, is it CXMT?

 

[tokenanalyst]

Their Portafolio.

Shenzhen Aixin Semiconductor Technology Co., Ltd. (hereinafter referred to as Aixin) provides high-end semiconductor manufacturing front-end wafer measurement products and solutions, with optical wafer measurement and X-ray wafer measurement product lines. The company's products cover a series of products and solutions including film measurement, critical dimension measurement, material measurement, and overlay accuracy measurement. Aixin insists on independent innovation and is committed to truly solving the problem of stuck necks in front-end measurement equipment for high-end wafer manufacturing. Its product specifications match the international cutting-edge standards. At present, the products have served the leading domestic wafer manufacturers and achieved large-scale mass production, supporting advanced logic technology, advanced DRAM technology and advanced 3D NAND measurement.​

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[sunnymaxi]

Who's making the core chip, is it CXMT?

its obvious .. this is manufacture by CXMT and this was expected outcome..

 

[tphuang]

its obvious .. this is manufacture by CXMT and this was expected outcome..

well, to be fair. Huawei/Swaysure is also working on things. Also not sure where YMTC is with DRAM. But at this point, CXMT is still quite a bit ahead of domestic competition.

The big question for me is if they've managed to get to D1a (14nm).

The DDR4 stuff is using D1x (18-19nm product) IIRC and LPDDR5 was to be on D1z (which is normally around 15.5-16nm)

Why is D1a important?

With D1a, you can do 16Gb LPDDR5X DRAM. Which is pretty much good enough for any flagship phones these days.

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Remember, Micron was able to get to D1a without EUV. It actually dit D1b without EUV.


Remember, LPDDR5 was announced in Nov 2023 and mass production waited until Q2 of this year to start.

So it took them another 2 quarters to get to DDR5.

 

[tokenanalyst]

Hangyu Micro: Yulong 810A chip has been installed on some commercial satellites, and the next generation of products is being promoted​

Hangyu Micro stated on the interactive platform that the company's Yulong 810A artificial intelligence chip has been successfully carried on some commercial satellites, and the company is fully assisting customers to complete product implementation and realize chip sales. The research and development of the next-generation product, Yulong 910 artificial intelligence chip, is continuing to advance. It is mainly aimed at the graphics and image fields and provides ultra-large computing power on the terminal side. The chip is planned to use a domestic 64-bit RISC-V CPU core with a design frequency greater than 1.6GHZ. The main indicators will be significantly improved compared with the previous generation product Yulong 810.
YULONG is a new generation of embedded artificial intelligence series processor chips launched by Hangyu Micro. The chip focuses on front-end image processing, front-end signal processing and intelligent control. The chip has platform acceleration capabilities for deep learning and neural network algorithms, and has the characteristics of high performance, high reliability and low power consumption. The chip can be used in aerospace, intelligent security, robots, AIoT, intelligent manufacturing, smart transportation and other application scenarios. The YULONG 810 chip can achieve a computing power of 12tops and has ultra-high stability and ultra-low power consumption.​