Chinese semiconductor thread II

[tokenanalyst]

The first ultra-low temperature ion implanter of Kaishitong, a strategic new customer of Wanye Enterprise, was successfully delivered​

At the end of the year, Shanghai Kaishitong Semiconductor Co., Ltd., a subsidiary of Wanye Enterprise, has received good news again! Recently, Kaishitong successfully delivered an ultra-low temperature ion implanter to a newly signed integrated circuit strategic customer. This is another major progress just one month after the delivery of the first low-energy large beam equipment to the customer, marking Kaishitong's new breakthrough in the localization and industrialization of major integrated circuit equipment. Since the beginning of this year, Kaishitong has continued to make efforts and has delivered more than 20 high-end ion implanters, serving a total of 11 12-inch wafer fab customers for industrialized production.
The ultra-low temperature ion implantation process is mainly used for wafer pre-amorphization treatment, which can effectively reduce crystal defects and leakage current, thereby improving transistor performance. It has extremely high technical difficulty and is used in logic, DRAM storage, power devices, CIS image sensors and other fields. Based on independent innovation, Kaishitong has overcome a series of key technologies such as ultra-low temperature wafer cooling and temperature recovery technology, particle pollution control technology, and ultra-low temperature implantation process technology, and developed an ultra-low temperature, low-energy, large-beam ion implanter that can achieve pre-amorphization ion implantation at minus 100°C. It has the advantages of high reliability and high uniformity, meeting the mass production needs of mainstream wafer fabs.
Ion implanters are key equipment for chip manufacturing. Kaishitong is committed to providing customers in the integrated circuit industry with advanced, stable and reliable ion implantation equipment and technical solutions. Through continuous technological innovation and product iteration, Kaishitong's ion implanter equipment performance has been continuously improved, and has been widely recognized and well received by domestic mainstream wafer factory customers. It has received repeat purchase orders from key customers many times and successfully expanded new customers.

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[tokenanalyst]

Glass Substrate TGV Electroplating Equipment Company: Introduction to Xinju Semiconductor​

Xinju (Shenzhen) Semiconductor Technology Co., Ltd. was established in June 2020. It is a specialized and innovative enterprise focusing on advanced board-level ECD process equipment and photolithography wet process equipment. It has the industry's highest line process capabilities of 5 microns and below. At the same time, it is committed to providing the industry with domestically produced controllable equipment solutions in high-end advanced board-level packaging fields such as TGV, RDL and ABF.

Technical Field
Next-generation 5μm L/S circuit process technology for mass production. The first domestic wet process equipment manufacturer in the field of PCB manufacturing below 5 microns.

Application
Chiplets, PLP (package-level panel), 2.5D/3D packaging, heterogeneous integration, FO-PLP, RDL (redistribution layer), pillar plating, TGV, etc.

Core Advantages
World-leading process technology, 100% domestically developed and manufactured.
In order to solve the key TGV process hole filling problem in the mass production of glass substrates, Xinju Semiconductor launched ECD equipment for large-size glass substrate mass production, which has the ability to fill TGV holes with a high yield rate of 1:15 aspect ratio, and the ability to mass produce ultra-fine and ultra-thin RDL graphic circuits with a line width of 2-5 microns. The use of domestic chemicals has achieved high consistency, high yield and high efficiency electrochemical metal deposition on a glass plate with an area of 515*510mm.

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[tokenanalyst]

Jinxin New Materials completed the research and development of 8-inch silicon carbide ingot project for chips​

Wuhan Jinxin New Materials Co., Ltd. (hereinafter referred to as Jinxin New Materials) completed the research and development of the 8-inch silicon carbide ingot project for chips and passed the verification of industry experts. According to the information, Jinxin New Materials mainly develops and produces semiconductor silicon carbide ingots, semiconductor ultra-high purity silicon carbide powder and ultra-pure silicon carbide structural parts, which are widely used in the chip and photovoltaic fields.

Dong Shichang, chairman of Jinxin New Materials, said that Jinxin New Materials has overcome the technical difficulties of ultra-high purity purification of silicon carbide raw materials and production of 6 to 8-inch silicon carbide ingots, and realized the large-scale production of 8-inch silicon carbide substrate materials. It is reported that large-size high-purity silicon carbide ingots refer to a large-size, high-purity silicon carbide crystal material, usually in a cylindrical or rectangular shape. This ingot can be used to prepare high-purity, high-performance silicon carbide single crystals and polycrystalline materials, and is widely used in semiconductors, electronics, electricity, aerospace and other fields. Around the 8-inch silicon carbide ingot, domestic companies have made breakthroughs in materials and equipment.

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[tokenanalyst]

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[Maikeru]

Interesting story about Canyon Bridge, Imagination, Moore Threads and Biren:

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[tphuang]

Interesting story about Canyon Bridge, Imagination, Moore Threads and Biren:

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not really.

It's well known that MT use Imagination IP on its GPUs. A lot of the smaller shops do license certain designs.

 

[tokenanalyst]

Interesting story about Canyon Bridge, Imagination, Moore Threads and Biren:

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I think that the people who write this crap know nothing about semiconductor IP.

Let see how things are going to Imagination Technologies.

-They lost MIPS thanks to ARM and RISC-V
-Apple is developing their own GPUs, that is bad news.

-The biggest chipset manufacturer, Qualcomm, has their Adreno IP.
-Samsung has xclipse.
-Huawei use ARM GPUs and they have their own HiSilicon Maleoon. Nor that they can't sell to this company.
-They can't hope "on their own" to compete against Nvidia or AMD.
-And even in China they have competition from VeriSilicon and Loongson in the embedded and discrete market.



It should be considered a miracle in the UK the Imagination is still alive as company, that they manage to get some clients in China to keep themselves afloat.

 

[Randomuser]

"China’s AMEC Dropped From Pentagon Blacklist After Suing US
AMEC was designated a Chinese military company in January
Company sued Department of Defense to remove the designation"

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....
"China’s AMEC surges on being dropped from US blacklist after legal threat"

"The Pentagon said the firm and IDG Capital had been removed from the blacklist in an amendment released on Wednesday. The blacklist covers “Chinese military companies,” mainly entities the U.S. has accused of supplying the People’s Liberation Army. "

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Can't believe the US just buckled like that. There must be a catch.

 

[tokenanalyst]

Can't believe the US just buckled like that. There must be a catch.

Because is all Think Tank motivated political kabuki theater that have not grounds and nothing hold to scrutiny. Jinhua was exonerated of all charges, Hesai was in the same position,every single charge about Chinese researchers in the US has been dismissed, if you look closely none of charges of Huawei really hold and the company shouldn't have never been included in control list.

 

[gelgoog]

CXMT was exempted because of lobbying from Japan as it's almost half of Tokyo Electron's business.
Restrictions would have destroyed Tokyo Electron more than CXMT .

I do not believe that rumour. The US Government couldn't care less about TEL's business.
What is way more likely is that they are scared of a total ban of Micron sales in China. Right now the Chinese government only banned purchases of Micron memory for state or state owned companies. But by pushing more sanctions towards CXMT what could happen is a total Micron ban in China, both for state and private sales.