Chinese semiconductor thread II

tphuang

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Something to remember. When you are looking to post snapshot of something, please don't make it so large that it occupies multiple screens. If you want to show the text, just copy and paste the text in here and use the quote button. This is a flagship thread of this forum. Let's keep it as readable as possible.
 

tokenanalyst

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Shenzhen's integrated circuit exports in the first 11 months totaled 154.96 billion yuan, while electric vehicles only totaled 27.97 billion yuan.​


Shenzhen Customs data was disclosed by Shenzhen Release. In the first 11 months of this year, Shenzhen's imports and exports reached 4 trillion yuan for the first time, reaching 4.11 trillion yuan, a year-on-year increase of 17.4%, faster than the national and provincial levels, and a record high for the same period. Among them, electric vehicle exports were 27.97 billion yuan, a year-on-year increase of 42%; lithium battery exports in November alone were 6.87 billion yuan, a year-on-year increase of 33%; in the first 11 months, computer parts, integrated circuits and other electronic intermediate products were exported for 176.5 billion yuan and 154.96 billion yuan, respectively, an increase of 25% and 20%; semiconductor manufacturing equipment exports from January to November were 35.1 billion yuan, a year-on-year increase of 31%.​

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tokenanalyst

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The 1000th integrated circuit quality control equipment of China Science and Technology Testing (Skyverse) has been shipped!​


China-based semiconductor measurement equipment manufacturer China Science and Technology Feiteng issued an announcement, announcing that the company's 1,000th integrated circuit quality control equipment had been shipped and delivered to a well-known domestic integrated circuit manufacturer.
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Zhongke Feice said that since its establishment ten years ago, through continuous innovation and business accumulation, the cumulative shipment of integrated circuit quality control equipment has reached 1,000 units, which indicates that the company's competitive advantages in core technology, product coverage depth and breadth, customer resources, etc. have been further reflected. The company has always adhered to independent innovation and continuously provided customers in the integrated circuit industry with full-process yield management solutions covering equipment products, intelligent software products and related services.

It is worth noting that according to the 2023 financial report of China Science and Technology Aerospace Testing, the annual equipment shipments were 192 units, and the cumulative shipments by the end of 2023 had reached 650 units. Based on this data, from the beginning of 2024 to date (December 18), China Science and Technology Aerospace Testing's shipments were about 350 units, an increase of about 82.3% compared with the full-year shipments in 2023. This also means that China Science and Technology Aerospace Testing's full-year revenue this year is expected to achieve a year-on-year increase.

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tphuang

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I don't know why this keeps coming up, but we already discussed this when this TechInsight/Bloomberg article was posted earlier. If you want to discuss, that's fine, but refer it to that instead of just posting another Korean article that references to it with no additional info.

They are not getting to 5nm this year clearly or next year. Just because a couple of members were enthusiastic about it, doesn't mean that's the consensus here.

slow and steady improvement until EUV is available.
 

tokenanalyst

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Nanjing University has made new progress in radiation-resistant GaN power devices for aerospace​


Recently, the wide bandgap semiconductor research team of Nanjing University, together with Jiangsu Nenghua Microelectronics Technology Development Co., Ltd. and Harbin Institute of Technology, reported the latest research results of wide bandgap semiconductor GaN power devices under the title of "800-V Irradiation-Hardened Device Technology on GaN-on-SiC Power Integration Platform" at the authoritative conference in the field of semiconductor devices: the 70th International Electron Devices Meeting (IEDM 2024). Dr. Zhou Feng of Nanjing University is the first author of the paper, and Professor Lu Hai is the corresponding author of the paper.​

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