Chinese semiconductor thread II

[tonyget]

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Innoscience sues Infineon for patent infringement

On the evening of January 16, Innoscience announced on the Hong Kong Stock Exchange that Innoscience (Suzhou) Technology Co., Ltd. and its wholly-owned subsidiary Innoscience (Suzhou) Semiconductor Co., Ltd. had filed a lawsuit with the Suzhou Intermediate People's Court of Jiangsu Province, China on January 16, 2025, suing Infineon Technologies (China) Co., Ltd. (Defendant 1), Infineon Technologies (Wuxi) Co., Ltd. (Defendant 2) and Suzhou ChipsWork Electronic Technology Co., Ltd. (ChipsWork, Defendant 3).

The lawsuit involves Patent No. 202311774650.7 and Patent No. 202211387983.X, which respectively involve a gallium nitride (GaN) power device and its preparation method, and a nitride-based semiconductor device and its manufacturing method.

According to the announcement of Innoscience, the reason for the lawsuit is that Defendant 1, Defendant 2 and Defendant 3 promised to sell, sell and import the infringing products involved in the case without the permission of the plaintiff, constituting infringement of the patent involved. Therefore, the plaintiff believes that the defendant should bear the corresponding legal responsibilities, including stopping the infringement and bearing compensation liability.

According to the complaint, Defendant 2 is a wholly-owned subsidiary of Defendant 1 and is the filing entity of Infineon’s Chinese website. According to Infineon’s Chinese website, Defendant 3 is the value-added distributor of Defendants 1 and 2 in China.

 

[gotodistance]

Some people familiar with Nvidia’s work in China see Huawei as “the most serious competitor in the country” since it is making efforts to advance its chip design.

Although these steps can’t deny the fact that Ascend chips still has many challenges in the Chinese market. Bernstein’s China semiconductor analyst – Lin Qinguan said:

“While the Ascend chips perform well on a per-chip basis, there is a bottleneck with the inter-chip connectivity. While training a big model, you must break it into smaller tasks. If one chip fails, the software needs to figure out a way for the other chips to take over without delay.”

Another major challenge for Huawei in the AI chip field is to persuade Chinese companies to use its ‘secret sauce’ software instead of Nvidia’s Cuda.

Huawei is currently working on the Ascend 910C processor. The company says that the new processor can resolve many issues found in the previous-gen chips. Though whether it will be able to take over Nvidia’s share in the Chinese market would be worth looking forward to.

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[tokenanalyst]

Beijing Jingfei Semiconductor Equipment is officially shipped.​

Beijing Jingfei Semiconductor's SiC laser peeling equipment was successfully shipped to a leading customer in the industry.

Jingfei Semiconductor is a semiconductor equipment company with independent innovation and R&D capabilities, integrating R&D, production and sales. Relying on the talent advantages and scientific research achievements of the Institute of Semiconductors of the Chinese Academy of Sciences, it has internationally leading technology accumulation and technology roadmap, and completely independently develops silicon carbide laser vertical peeling equipment to provide customers with highly competitive processing equipment and technical solutions.

In this era full of innovation and breakthroughs, the company has reached an important milestone, and a batch of equipment that embodies the wisdom and sweat of the scientific research team has been officially shipped! These equipment not only represent a major breakthrough in the transformation of scientific and technological achievements, but also a strong impetus for the development of the industry.

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[tokenanalyst]

Zhanxin Electronics completed the first round of C round of financing of nearly 1 billion yuan​

Shanghai Zhanxin Electronics Technology Co., Ltd. ("Zhanxin Electronics") recently completed the first round of C round financing of nearly 1 billion yuan. This round of financing was led by the National Development and Reform Commission's Manufacturing Transformation and Upgrading Fund, followed by CICC Capital, old shareholders Jinshi Investment, and Xinxin. Zhanxin Electronics' first round of financing will be mainly used for product and process research and development, silicon carbide (SiC) wafer fab expansion and company operations, in order to continuously improve the market competitiveness of products, enhance the wafer fab's supply guarantee capabilities, and meet the rapidly growing market demand. So far, Zhanxin Electronics has completed more than 2 billion yuan in equity financing and continues to be favored by the capital market.

According to information, Zhanxin Electronics was founded in Lingang, Shanghai in 2017 and is a high-tech chip company focusing on the field of silicon carbide (SiC) semiconductors. The company is committed to developing SiC power devices, drive and control chips, and SiC power module products, and provides customers with one-stop (Turn-key) chip solutions around SiC applications.

Since its establishment in 2017, Zhanxin Electronics has continuously iterated and developed highly competitive silicon carbide (SiC) power devices and driver chip products, and fully introduced important markets such as new energy vehicles, photovoltaics and energy storage, industrial power supplies and charging piles. Zhanxin Electronics' three major products, silicon carbide MOSFET, SBD, and driver IC, have completed automotive-grade certification and have been recognized and widely used by many downstream industry leaders. The independently built SiC wafer factory in 2022 has been completed and put into production, and has become one of the few domestic power semiconductor overall solution providers with SiC MOSFET IDM capabilities.

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[LanceD23]

Doesn't matter the figure appears on Dutch official export data or not，it will always be appear on ASML's quarterly report

Can you read those quarterly report and let us know what models of scanners go to what fabs inside China?

thanks in advance despite the time lag in those reports and provided that ASML willing to explicitly spell out China data from now on.

 

[LanceD23]

This has nothing to do with Chinese light sources and more to do with the Netherlands protecting their export industry from American meddling.

Why protect the industry now after they subjugated themselves previously?
Besides banning services of some equipments, under US pressure ASML has also banned sales of NXT2100, NXT 2050 on top of EUV. I think it has alot to do. Lit a fire under ASML, they gonna do something before Chinese EUV come online.

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[sunnymaxi]

Why protect the industry now after they subjugated themselves previously?
Besides banning services of some equipments, under US pressure ASML has also banned sales of NXT2100, NXT 2050 on top of EUV. I think it has alot to do. Lit a fire under ASML, they gonna do something before Chinese EUV come online.

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10 months old article. thoroughly discussed already.

if you read this thread properly, you wouldn't post this. ASML didn't stop service/maintenance to Chinese customers. in fact their Shanghai office continue to hire new employees.

Q3, 2024 and Q4, 2024. China accounts 50 percent of ASML total lithography sales. Chinese firms stockpiled enough Litho machines.

 

[LanceD23]

10 months old article. thoroughly discussed already.

if you read this thread properly, you wouldn't post this. ASML didn't stop service/maintenance to Chinese customers. in fact their Shanghai office continue to hire new employees.

Q3, 2024 and Q4, 2024. China accounts 50 percent of ASML total lithography sales. Chinese firms stockpiled enough Litho machines.

I am just providing evidence to other person that Dutch had succumbed to US pressure previously because he was saying Dutch is defending its interests now from US. But what's the reason causing the change?
it's reasonable to assume ASML only providing service to NXT1980Di and maybe NXT 2000i but not anything above.

ASML will Not Service Some China Equipments, Outgoing CEO Hints.

So if China has a few NXT2050 or NXT2100 those can be assumed to be excluded. Prior to the ban, those two were available to China.

But who knows now with new nondisclosure move.

if you want to be useful, you can predict whether ASML would sneak in some NXT2050/NXT2100 to China in 2025 because domestic 7nm DUVi and EUV prototype are just around the corner.

 

[tokenanalyst]

Jingchi Electromechanical SiC Wafer Fully Automatic Etching Furnace Successfully Delivered to Overseas Benchmark Customers!​

Recently, the "fully automatic silicon carbide corrosion cleaning equipment" independently developed, designed and produced by Jingchi Electromechanical was successfully delivered to an overseas benchmark customer!The delivery of this equipment not only marks an important step for our company to enter the overseas market, but also provides strong support for the subsequent overseas sales of our company's series of equipment related to silicon carbide material preparation.



The equipment adopts a double-station design, integrating SiC wafer hot strong alkali corrosion, rapid cleaning, ultrasonic cleaning and wafer drying. The fully enclosed workbench and strong exhaust system fully avoid the contact between operators and corrosive strong alkali solvents, and also effectively prevent the corrosive alkali vapor from causing physical harm to operators.

The entire process is fully automated and the operator only needs to complete the operation of taking and placing the wafers. The corrosion efficiency is high and it is suitable for industrial applications.

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[tphuang]

From

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so they clearly labeled YMTC incorrectly here as CXMT.

But aside from that, interesting char. imo, too conservative on YMTC increases. But they expect Samsung to drop from 560k wpm to 400k wpm. SK is down to 230k and Micron at 145k

It's quite easy to see that YMTC can have higher NAND share than Micron this year.