Chinese semiconductor thread II

[tokenanalyst]

Integrated circuits surpass mobile phones to become China's highest-valued single export commodity​

Data released by the China Chamber of Commerce for Import and Export of Machinery and Electronic Products on January 13 showed that my country exported US$159.5 billion of integrated circuits last year, surpassing mobile phones at US$134.36 billion to become the single commodity with the highest export value, an increase of 17.4% year-on-year and a record high, maintaining year-on-year growth for 14 consecutive months.

In terms of RMB, the export value of integrated circuits in 2024 will reach 1,135.16 billion yuan, which will exceed 1 trillion yuan again after the export value of 1,025.44 billion yuan in 2022. Last year, 813.9 million mobile phones were exported, a year-on-year increase of 1.5%. After eight consecutive years of decline, the export value of 134.36 billion US dollars decreased for the third consecutive year, down 3.1% year-on-year.

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[tokenanalyst]

Dinglong shares: 2024 annual profit is expected to be 490 million yuan to 530 million yuan, an increase of about 121% to 139% year-on-year​

Dinglong Co., Ltd. announced that the net profit attributable to shareholders of the listed company in 2024 is expected to be 490 million to 530 million yuan, an increase of 120.71% to 138.73% over the same period last year. The net profit after deducting non-recurring gains and losses is expected to be 440 million to 480 million yuan, an increase of 167.73% to 192.07% year-on-year. The company's operating income in 2024 is about 3.36 billion yuan, an increase of about 26% year-on-year.

The semiconductor materials business and integrated circuit chip design and application business: achieved operating income of approximately RMB 1.56 billion, a year-on-year increase of approximately 79%. The company's semiconductor materials business has become an important source of profit for the company. Specifically: ① CMP polishing pad sales revenue of approximately RMB 731 million, a year-on-year increase of approximately 75%; ② CMP polishing liquid and cleaning liquid sales revenue of approximately RMB 216 million, a year-on-year increase of approximately 180%; ③ Semiconductor display materials (YPI, PSPI, TFE-INK): achieved product sales revenue of approximately RMB 402 million, a year-on-year increase of approximately 131%; ④ Semiconductor advanced packaging materials and KrF/ArF wafer photoresists were accelerated to the market, achieving sales revenue of approximately RMB 5.44 million. The company's R&D, industrialization, system and customer service capabilities in the field of import-substituting innovative materials continue to improve, the product matrix is further improved, and the scale effect is significantly improved, which will lay a solid foundation for the continued improvement of subsequent performance.

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[tphuang]

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万扯淡 (a long time partner who does teardowns for Geekerwan) in a post says the YMTC chip found in the latest ZhiTai TiPro 9000 is 249% the density of some competitors like SN740. He says that "it's so far ahead that it's like a generation gap". They even have teardown reports, but they are not allowed to publish them now, so we might still need to wait for Techinsights.

Interesting that 2 years ago media were talking about the possibility of YMTC shutting down, and now we are seeing crazy numbers like 249%. It's a wild ride.

This is great, SN740 looks to be 112-layer TLC. I wonder if they quote 232-layer QLC XTacking 4.0 here. That's crazily high though.

You don't need EUV for 3D NAND. if the domestic tools for this by AMEC is up to par, then YMTC can really do a number vs competitor

 

[tokenanalyst]

Zhixun Innovation Completes Series A Financing and Officially Announces 19nm NAND Flash Chip​

According to the official microblog of Zhixun Innovation, Zhixun Innovation Technology (Wuxi) Co., Ltd. (hereinafter referred to as "Zhixun Innovation") recently announced the successful completion of a 100 million yuan round A financing. This round of financing was jointly participated by a number of well-known investors and aims to further promote the company's technological innovation and market expansion in the field of AI storage chips.

It is reported that this financing will help Zhixun Innovation to further increase its R&D investment. The upcoming independently developed and designed MLC NAND flash memory and eMMC storage series will meet users' needs for more applications and data storage at the edge; in terms of technological innovation in edge AI data storage and accelerated computing, Zhixun Innovation plans to launch more revolutionary products to promote the development and transformation of the global artificial intelligence industry.
Recently, Zhixun Innovation officially announced that 19nm industrial-grade chips have been put into full mass production. The company has successfully developed the first small and medium-capacity high-reliability 19nm 2D NAND flash memory chip in China, covering 512Mb, 1Gb and 2Gb capacities, and providing 1.8V and 3.3V voltages, using the industry's mainstream serial interface SPI and WSON packaging. Through technological innovation, Zhixun Innovation has achieved a 40% reduction in chip area, a 25% increase in I/O speed, and a 70% increase in erase and write cycles, with performance surpassing similar domestic competitors.

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[tokenanalyst]

Ningbo Institute of Materials and Zhengzhou University achieve breakthrough in diamond/gallium oxide heterojunction devices

Ultrawide Bandgap Diamond/ε-Ga2O3 Heterojunction pn Diodes with Breakdown Voltages over 3 kV​

Abstract​

Robust bipolar devices based on exclusively ultrawide bandgap (UWBG) semiconductors are highly desired for advanced power electronics. The heterojunction strategy has been a prevailing method for fabricating a bipolar device due to the lack of effective bipolar doping in the same UWBG material. Here, we demonstrate a unique heterojunction design integrating the p-type diamond and n-type ε-Ga2O3 that achieves remarkable breakdown voltages surpassing 3000 V. Despite the lattice mismatch, the heteroepitaxial ε-Ga2O3 film is established on the diamond substrate, forming an atomically sharp interface with C–O–Ga bonding and enabling the O-terminated diamond surface for constructing an effective rectifying heterojunction. The ultra-high-quality interface, together with the lightly doped diamond as the drift layer, largely weakens the commonly met electric field crowding effect in power diodes and provides a cost-effective thermal management route. This study provides an efficient heterojunction design to realize the potential of UWBG semiconductors for ultra-high-power applications.

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[tokenanalyst]

ASML charges ~$70m so this machine would cost ~$2m if accurate which would be remarkable. I doubt that it costs less than $4m though, which would still be ridiculously cheap.

Is probably an error, probably referring to 1/3th instead of 1/30th or maybe is 30% less of a similar.

If its was 1/30th of a similar ASML, there would be absolute panic in Amsterdam. If China can produce a machine that cheap it would be the end of ASML and Nikon, no even 200% tariffs would save them. Even EUV would be irrelevant because with machines that cheap no even Self Alignment Quadruple Patterning is expensive anymore.

 

[tokenanalyst]

I think the video is confusing the customs data of the export of some I-line steppers with SMEE lithography machine.

 

[tokenanalyst]

Although this is the nightmare that Western equipment producers have with this situation, that when China develops its equipment, subsystems, components and materials it could be that their companies can sell them at a lower price. Since a few companies have a monopoly on these capital goods they dictate the price, and the countries that are dependent have to pay the price, so it would be a problem for them.
If China develops its semiconductor supply chain it will not only allow it to evade US export controls but also the prices will be controlled internally without the influence of these monopolies. This would attract the attention of other places and they would look for a way to import this domestic equipment at a cheaper price and that will put pressure on the Western semiconductor monopolies.​

 

[tonyget]

 

[siegecrossbow]

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Day 10 of the 120 days.