Chinese semiconductor thread II

[tokenanalyst]

North Huachuang: Net profit in 2024 is expected to increase by 32.6%-52.6% year-on-year​

On the evening of January 13, North Huachuang, a major domestic semiconductor equipment manufacturer, released its 2024 performance forecast: operating income is expected to be 27.6 billion yuan to 31.78 billion yuan, a year-on-year increase of 25% to 43.93%; net profit attributable to shareholders is expected to be 5.17 billion yuan to 5.95 billion yuan, a year-on-year increase of 32.6% to 52.6%.
North Huachuang stated that the main reasons for the expected year-on-year growth in operating performance in 2024 are as follows:

1. Significant achievements in new product development

The company has made breakthroughs in many new products. Capacitively coupled plasma etching equipment (CCP), plasma enhanced chemical vapor deposition equipment (PECVD), atomic layer deposition vertical furnace, stacked cleaning machine and many other new products have entered customer production lines and achieved batch sales, enriching the company's product matrix and enhancing the integrity of the product layout.

2. Core competitiveness has been steadily improved

The company has always adhered to the customer-centric value, carefully studied customer needs, focused on product research and development innovation, and achieved a number of key technological breakthroughs in the main product areas. With excellent product and technological advantages, the company's market share has steadily expanded and its market share has continued to increase.

3. Platform advantages drive profit growth

As the company's business scale continues to expand, the platform advantages gradually emerge, operating efficiency is significantly improved, and the cost-to-income ratio is effectively reduced, enabling the net profit attributable to shareholders of the listed company in 2024 to achieve continued growth.

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[tokenanalyst]

Jucan Optoelectronics' annual production of 2.4 million pieces of GaAs red and yellow light chips has been put into production​

Jucan Optoelectronics held a grand ceremony for the production and launch of gallium arsenide red and yellow light chips, marking that the company's red and yellow light project has officially entered the mass production stage. The company's products have expanded from blue and green light to full color systems, and the application range has expanded from lighting and backlighting to direct display. The LED chip market will also usher in a new full-color Chinese chip company, which will further help to improve the development level of my country's display industry chain.

According to reports, the total investment in the first phase of Jucan Optoelectronics' red and yellow light project is 1.05 billion yuan, and it has the capacity to produce 2.4 million Mini-Micro fine-pitch LED display chips annually. It is mainly aimed at the three major application markets of large-screen display, vehicle-mounted display, and fine-pitch display. It is expected that after full production, the annual sales will increase by more than 600 million yuan, and the average annual total profit will exceed 100 million yuan.

With the arrival of innovative products and applications in the new display field around the world, China has followed the trend and introduced policies to lead digital life and enable industrial upgrading, guiding LED packaging and chip upstream and downstream related companies to transform their technology. Following the trend of industrial development, the company made a strategic adjustment from high-quality lighting and backlight products to high-end display products, and started the construction of epitaxial wafer and chip production lines for the red and yellow light project.

The completion and production of the red and yellow light project epitaxy and chip production line indicates that Can Optoelectronics has the research and development and mass production capabilities of full-color chip products. In the future, it will further improve the existing product structure, enhance the supporting supply capabilities of GaN-based blue-green light chips and GaAs-based red and yellow light chips, and expand the rapidly growing display market such as Mini/Micro LED new displays; at the same time, it will strengthen the development layout of automotive front-end and after-market products, improve the automotive production and quality control system, and form a solution covering RGB-mini direct display, inverted silver mirror headlights, automotive backlight full scenes, full-color transparent screens, full-color automotive front-end, low-carbon energy-saving plant lights, and infrared security-level chip solutions to create full-color energy-saving chips, which highly reflects the company's mission of actively practicing green operations; using the advantages and synergy of full-color LED chip production and sales to better meet downstream market demand, and add new impetus to the company's continued growth in performance.

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[tokenanalyst]

FedKD-hybrid: Federated Hybrid Knowledge Distillation for Lithography Hotspot Detection​

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Abstract​

Federated Learning (FL) provides novel solutions for machine learning (ML)-based lithography hotspot detection (LHD) under distributed privacy-preserving settings. Currently, two research pipelines have been investigated to aggregate local models and achieve global consensus, including parameter/non-parameter based (also known as knowledge distillation, namely KD). While these two kinds of methods show effectiveness in specific scenarios, we note they have not fully utilized and transferred the information learned, leaving the potential of FL-based LDH remains unexplored. Thus, we propose FedKD-hybrid in this study to mitigate the research gap. Specifically, FedKD-hybrid clients agree on several identical layers across all participants and a public dataset for achieving global consensus. During training, the trained local model will be evaluated on the public dataset, and the generated logits will be uploaded along with the identical layer parameters. The aggregated information is consequently used to update local models via the public dataset as a medium. We compare our proposed FedKD-hybrid with several state-of-the-art (SOTA) FL methods under ICCAD-2012 and FAB (real-world collected) datasets with different settings; the experimental results demonstrate the superior performance of the FedKD-hybrid algorithm.

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[tokenanalyst]

Sometime people may think I am bit of an alarmist but let's be real these export controls looks like something predicted in this forum.

The stakes are now even higher with the rise, or hype, of AI, if US hawks and think tankers get their way they will create a world of have and have nots, a heavily regulated techno dystopian world where US big tech corpos, few western companies and few western governmental-military institutions become the gatekeepers of AI technologies locking every other nation from benefiting from it.

After seeing the sam altman congress hearing, my conspiratorial senses started to tingle, I can't even imagine what these corpos bosses are saying in private. If the regulatory hammer comes down NVIDIA and most AI hardware companies wouldn't be allowed to sell their AI hardware to the public, to be cloud provider any company will have to register basically with the NSA and the CIA, even fine tunning AI models will require a visit from the FBI, AI hardware will be only allowed to be exported to only 9 countries and obviously banned to sell to China. If AI technologies live to their hype for the rest of the world could be a techno-colonialist dystopia being sold as a national security issue.

For the Chinese is tools, tools, tools nothing but tools, they should move resources and people in their semiconductor industry as if they are in war.

Chinese semiconductor industry

From my mentor @Oldschool, welcome back Sir, Long time no see. ;) Oldschool Junior Member Registered Member 8 minutes agoNew Keep an eye on Huawei Precision unit. It's based at Wuhan. It's tasking for assembly of EUV scanner. SMEE 90nm scanner used alot of foreign parts but 28nm criteria is...

www.sinodefenceforum.com

IF AI live to its hype then the stakes are higher than ever. China semiconductor and specially its lithography supply chain is not just another government project anymore. Is national ultra high stake project involving all companies, researchers, investors and the government.
China semiconductor supply chain could become a life savior from the techno dystopia that Western stooges want impose to the rest of the world and could cement China global leadership among the rest of the world.

 

[tokenanalyst]

Research on testing technology for ultra low thermal expansion coefficient.​

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Abstract​

With the development of science and technology, the high-end equipment manufacturing field has put forward a demand for the detection of ultra-low thermal expansion coefficient materials represented by glass-ceramics and thermal compensation metals. The jacking rod method is limited by the measurement principle and the measurement accuracy is low, which cannot meet the requirements. For the ultra-low thermal expansion materials in the extreme ultraviolet lithography, the ultra-low thermal expansion coefficients is required as less more 10−8K−1. An ultra-low thermal expansion coefficient measurement device is developed based on two key technologies in this article, including the atomic-level accurate laser interferometry technology and high-accuracy material temperature control and measurement technology. It intended to adopt a balanced differential optical system design scheme in the device to improve the anti-interference ability of the laser interferometer system. Meanwhile, the measurement accuracy should be improved by means of the real-time measurement and compensation of inclination, measurement in the vacuum environment and nonlinear error correction of laser interferometer. The opto-mechanical body of the device is installed on the marble base, where is located on the active vibration isolation platform, to reduce the influence of the environmental vibration on the measurement results. The data acquisition and processing system software that is suitable for the system was compiled. An environmental protection system was established for the measurement of the ultra-low thermal expansion coefficient, and the Coefficient of thermal expansion was finally achieved, with the measurement resolution of 0.3nm and the CTE resolution of 10−8K−1.​

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[tphuang]

Sometime people may think I am bit of an alarmist but let's be real these export controls looks like something predicted in this forum.

Chinese semiconductor industry

From my mentor @Oldschool, welcome back Sir, Long time no see. ;) Oldschool Junior Member Registered Member 8 minutes agoNew Keep an eye on Huawei Precision unit. It's based at Wuhan. It's tasking for assembly of EUV scanner. SMEE 90nm scanner used alot of foreign parts but 28nm criteria is...

www.sinodefenceforum.com

IF AI live to its hype then the stakes are higher than ever. China semiconductor and specially its lithography supply chain is not just another government project anymore. Is national ultra high stake project involving all companies, researchers, investors and the government.
China semiconductor supply chain could become a life savior from the techno dystopia that Western stooges want impose to the rest of the world and could cement China global leadership among the rest of the world.

yes, it would be better if you are a little less alarmist.

As I've said before. China is swimming in AI chips. You would be shocked at the number of Ascend dies that they got fabb'd TSMC in 2024 before that got cut off.

 

[proelite]

yes, it would be better if you are a little less alarmist.

As I've said before. China is swimming in AI chips. You would be shocked at the number of Ascend dies that they got fabb'd TSMC in 2024 before that got cut off.

IBM has a 12nm AI chip so can't China make lots of 12nm AI chips from multiple fabs? Is 12nm water capacity low still?

 

[tokenanalyst]

yes, it would be better if you are a little less alarmist.

As I've said before. China is swimming in AI chips. You would be shocked at the number of Ascend dies that they got fabb'd TSMC in 2024 before that got cut off.

Agree and It's good that Huawei between SMIC 7nm and what they got from TSMC managed increase their supply for a least a few years and I am pretty sure that China semiconductor supply chain will be good enough to mass produce wafers raging from 7 to 5nm nodes domestically in the coming years. BUT China can't rest in their laurels, the entire industry needs this sense of urgency to develop as quickly as possible, to find innovative solutions like Huawei has being doing and even if necessary to make things differently to what is the standard. They need to treat this for what it is, a war against irrational people. Conformism in the industry was what led to this situation.

 

[tokenanalyst]

Silicon carbide equipment from CETC 48 Institute was delivered in batches​

On January 9, China Electronics Technology Group Corporation 48th Institute reported good news, and its official microblog announced that the vertical oxidation furnace had recently completed batch delivery. The vertical oxidation furnace is a key process equipment for the manufacture of 6-8 inch silicon carbide power devices and silicon-based integrated circuits. It plays an important role in the field of semiconductor manufacturing and is mainly used for high-temperature oxidation and annealing processes.
In the manufacture of silicon carbide power devices, oxidation annealing is a crucial link. The vertical oxidation furnace of China Electronics Technology Group Corporation 48th Institute can optimize the oxide layer structure on the surface of silicon carbide through oxidation annealing treatment to form a uniform, high-quality SiO? gate oxide layer. This not only helps to improve the breakdown voltage of the device, but also effectively reduces leakage current and noise, thereby significantly improving the performance and reliability of the device.

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[tphuang]

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Everyone outside of China is folding under the pressure of YMTC increasing its production of 3D NAND.

btw, if you actually look at the SK & Samsung Capex, NAND spending is close to nothing