As I suspected SMIC and HH are not necessary cutting prices 40% to everyone. Looks like the media took that wrong. I suspect that is more Chinese fabs trying to entice some new clients with discounts rather than an overall price cuts. Sadly because I would not complain if ICs become cheaper.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Don't know how true this information is
He says information coming from supply chain，that：
（1）If the new Trump gov bans the sell of AMD and Intel chip to Huawei，the Matebook series could discontinue
（2）At the moment，Huawei chip capacity is mostly concentrated on Kirin 9010/9020 and the incoming 9030. Only a small portion of the capacity is allocated to Ascend 910C
（3）Kirin 9010 will be put on mid/low tier phones，Kirin 9020 will be still be mainstream，Kirin 9030 will be on 80 series phone second half of the year
He says information coming from supply chain，that：
（1）If the new Trump gov bans the sell of AMD and Intel chip to Huawei，the Matebook series could discontinue
（2）At the moment，Huawei chip capacity is mostly concentrated on Kirin 9010/9020 and the incoming 9030. Only a small portion of the capacity is allocated to Ascend 910C
（3）Kirin 9010 will be put on mid/low tier phones，Kirin 9020 will be still be mainstream，Kirin 9030 will be on 80 series phone second half of the year
Doubt it would happen, but with the unpredictability of US stooges politicians means that nothing is impossible. Huawei could partner with Loongson, Zhaoxin or Hygon to produce X86 chips for their matebooks and use their software superiority to create a domestic software ecosystem around these chips.
Can you not post stuff from people that only have like 300 views?
We know from previous comments by Yu Chengdong, that Huawei laptops will stop using Intel pretty soon and go with Kirin PC chips.
So, that to me invalidates everything else he has to say.
We are in 2025 and people are still concerned about survivability of Huawei products. What is wrong with you all?
Semiconductor equipment manufacturing company Xinhui Equipment completed RMB 100 million Series B financing
According to Chuxin Information, recently, semiconductor equipment manufacturing company Xinhui Equipment completed a RMB 100 million Series B financing, led by Chuxin Fund with RMB 50 million, and old shareholder Yisheng Investment followed suit. Xinhui Equipment's current round of financing will be used to further promote the company's R&D investment and market promotion in semiconductor equipment, accelerate the localization process, and continue to provide professional and stable products and solutions to domestic and foreign customers.
The official website of Zhejiang Xinhui Equipment Technology Co., Ltd. shows that the company was established in April 2018. It is a semiconductor equipment manufacturer and related technology provider, specializing in the provision of high-end intelligent equipment.
According to Chuxin Information, through endogenous growth and external expansion, Xinhui Equipment has grown into a company with multiple product lines covering crystal growth, grinding and polishing, optical measurement, chemical testing and storage testing in semiconductor manufacturing. Its products are widely used in the front, middle and back-end of semiconductor integrated circuit manufacturing. Xinhui Equipment's products have been recognized by many well-known companies such as Eswi Materials, YUYAN Ace, Jinruihong, Jingrui Electronics, and Zhongxin Wafer, fully demonstrating its leadership and competitiveness in the field of semiconductor equipment manufacturing. With this investment in Xinhui Equipment, Chuxin Fund will continue to leverage its advantages in industrial resource integration and provide Xinhui Equipment with all-round support from strategic planning to market expansion, helping it become an internationally leading semiconductor equipment and solution provider and breaking the monopoly of foreign products.
Pretty cool tools, apart from ATE equipment they have.
Wafer Crack, Edge and pollution detection tools.
They have also Semiconductor Chemical Pollutants detection tools for Ions and other pollutants.
The official website of Zhejiang Xinhui Equipment Technology Co., Ltd. shows that the company was established in April 2018. It is a semiconductor equipment manufacturer and related technology provider, specializing in the provision of high-end intelligent equipment.
According to Chuxin Information, through endogenous growth and external expansion, Xinhui Equipment has grown into a company with multiple product lines covering crystal growth, grinding and polishing, optical measurement, chemical testing and storage testing in semiconductor manufacturing. Its products are widely used in the front, middle and back-end of semiconductor integrated circuit manufacturing. Xinhui Equipment's products have been recognized by many well-known companies such as Eswi Materials, YUYAN Ace, Jinruihong, Jingrui Electronics, and Zhongxin Wafer, fully demonstrating its leadership and competitiveness in the field of semiconductor equipment manufacturing. With this investment in Xinhui Equipment, Chuxin Fund will continue to leverage its advantages in industrial resource integration and provide Xinhui Equipment with all-round support from strategic planning to market expansion, helping it become an internationally leading semiconductor equipment and solution provider and breaking the monopoly of foreign products.
Pretty cool tools, apart from ATE equipment they have.
Wafer Crack, Edge and pollution detection tools.
They have also Semiconductor Chemical Pollutants detection tools for Ions and other pollutants.
What enabled that is lower costs in China. I will give you an example. They build a fab shell in China in 1 year, and the fab comes online 6 months after that. In the US it takes 2 years or more to build a fab shell. So you are already behind in terms of capital cost to get an operating fab. You are paying construction workers for a longer time period and you need to pay them more due to inflation and higher salaries in the US in general.
In China access to capital is also easier, the state will lend you half the cost to build your fab, the land is probably next to free. Material costs, like blank wafers, are also lower. Because Chinese wafers are made with low cost energy inputs.
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I actually do hope those stupid politicians put ban on Intel and AMD chips. Intel chips these days are mediocre at best. Huawei working with Loongson and Zhaoxin will be a huge boost for those companies, since Huawei has this amazing ability to bring out the best of domestic companies (endless examples including JHICC, all the domestic CIS, 5G RF chip companies etc etc)
Yes you are correct, but I think that the capital cost from the equipment, materials, buildings, clean rooms and so on for now shouldn't be that far away from international prices, so the price per wafer in theory should be lower but not that much even with subsidies wich by the way almost every single other fab outside China receive.
But again, even if the prices per wafer was much lower, I don't think that Chinese fabs would lower their prices that much given that they could earn huge profits by just keeping their prices marginally below market prices. Like TSMC, they are making a killing overcharging for 5-3nm nodes waiting for their competition to catch up.
EUV Semiconductor provides a capillary discharge ultraviolet lithography dual vacuum light source device
EUV Semiconductor Co., Ltd. provides a capillary discharge ultraviolet lithography dual vacuum light source device, which relates to the field of extreme ultraviolet lithography light source technology and aims to solve the problems of electrode debris, tube wall debris and optical noise generated during ceramic capillary discharge. The technical solution adopted is that it includes a capillary and an electrode, electrodes are provided at both ends of the capillary, a discharge chamber is provided on the outside of the capillary, a collection hole and an observation hole are provided on the discharge chamber, and the capillary is connected to the gas supply system.
In this regard, the output power of EUV light is improved, and a lower discharge repetition frequency can meet the requirements of EUV lithography production; electrode debris, tube wall debris and light source impurities are greatly reduced, which is beneficial to the output of EUV light; a pneumatic system is used to supply gas, which improves the purity of EUV light; the length of the capillary is extended, and a side collection method is adopted. Compared with traditional end-face collection, the collection area is greatly improved, and the collection efficiency of EUV light is also increased.
In this regard, the output power of EUV light is improved, and a lower discharge repetition frequency can meet the requirements of EUV lithography production; electrode debris, tube wall debris and light source impurities are greatly reduced, which is beneficial to the output of EUV light; a pneumatic system is used to supply gas, which improves the purity of EUV light; the length of the capillary is extended, and a side collection method is adopted. Compared with traditional end-face collection, the collection area is greatly improved, and the collection efficiency of EUV light is also increased.
