Chinese semiconductor thread II
- Thread starter vincent
- Start date
antiterror13
Brigadier
The other one is Samsung? which has started building the factory
DAMN, I did not expect this.
Any particulars about this that make it stand out?
This is far outside Huawei's typical areas of business like networking hardware, chip design and enterprise software.
Typically you need to hire people with background in chemistry and materials science for developments like this, and they are typically in companies like ACM Research which are themselves ~billion dollar companies.
It is rare for companies to have vertical integration to such a degree spanning multiple levels of the supply chain. For example, Intel as an IDM handles driver software and design for its own chips, they have their own fabs, their own packaging, but they aren't making lithography tools and they also aren't writing consumer level apps.
This news means that Huawei could potentially become the most vertically integrated electronics company, spanning semiconductor equipment, to fab, to design, to driver software, to consumer software.
Well, Huawei didn't want to do this. It was forced to by US sanctions...
Eventually it will become a Chinese Samsung not because it wanted to but because it was forced to.
Zhongke Feichai expects net profit in 2023 to be 115 million yuan to 165 million yuan
Zhongke Feichai released a performance forecast, predicting that the company’s net profit in 2023 will be 115 million yuan-165 million yuan, a year-on-year increase of 860.66% to 1278.34%; Q4 net profit is expected to be 35.8773 million yuan-85.8773 million yuan , a month-on-month increase of 8%-159%.
As for the main reasons for the company's performance growth, Zhongke Feichai said: 1. Thanks to the important results achieved by the company in the process of breaking through core technologies, continuing industrialization advancement and iteratively upgrading various series of products, the company's product categories are becoming increasingly rich. Comprehensive competitiveness continues to strengthen, and customer orders continue to grow, which has strongly promoted the rapid growth of the company's operating performance.
2. The domestic semiconductor testing and measurement equipment market is in a stage of rapid development, and downstream customers have an urgent need for localization of equipment, which promotes the growth of downstream customer market demand.
3. With strong technological innovation capabilities, excellent product quality and excellent after-sales service, the company's brand recognition continues to increase and its customer base coverage further expands.
4. With the rapid growth of business scale, the scale effect has gradually become prominent. The company's profitability has improved while maintaining a high level of R&D investment.
Pure Technology’s total new orders in 2023 will be 13.293 billion yuan
Pure Technology released an announcement on new orders in 2023. In 2023, the company's industry has developed steadily and its business has maintained steady growth. The company provides products and services to customers throughout their life cycle. The strategic layout has gradually taken shape and achieved significant operating results. The company's total new orders in 2023 will be 13.293 billion yuan, including 8.661 billion yuan in long-term orders for electronic materials and special services ranging from 5 to 15 years.
Pure Technology previously disclosed that as of June 30, 2023, the company's total new orders were 3.266 billion yuan, a year-on-year increase of 38.28%; 73.65% of the new orders were from the semiconductor industry, and the rest were from the pan-semiconductor and biomedical industries; as of 2023 As of June 30, 2019, orders on hand were 5.323 billion yuan.
It can be seen that Zhichun Technology's new orders increased significantly in the second half of the year, providing certainty for performance growth. In terms of product business, Zhiwei Technology, a subsidiary of Zhichun Technology, is one of the major suppliers of wet process equipment in China. At present, wet process equipment has been fully covered at the 28nm node, and there are orders for all process machines. At more advanced process nodes, Zhiwei has also obtained some process orders.
Single-chip sulfuric acid equipment is the most difficult process machine among wet equipment. Zhiwei's S300 SPM machine has been delivered to many domestic mainstream wafer fabs and has been used in the 12-inch logic mass production line of domestic leading customers. The monthly production capacity can reach up to more than 60,000 pieces. During the reporting period, the cumulative output of a single device on the user's mass production line exceeded 200,000 pieces, which is an important milestone in replacing imported high-end wet-process equipment with domestic production. At present, Zhiwei is the only domestic manufacturer of single-chip sulfuric acid equipment that has reached the above-mentioned single-machine mass production targets.
The product line of Pure Technology's wet-process equipment used in mature processes has been expanded in an orderly manner, and the penetration rate of production lines for some logic users and third-generation semiconductor users continues to increase. For high-end product lines used in advanced processes, the progress of order acquisition is delayed due to the impact of user expansion progress. However, in high-temperature sulfuric acid, FIN ETCH, monolithic phosphoric acid and other machines that are still monopolized by international manufacturers, Pure Technology The delivery and verification progress are both leading in the country.
Pure Technology previously disclosed that as of June 30, 2023, the company's total new orders were 3.266 billion yuan, a year-on-year increase of 38.28%; 73.65% of the new orders were from the semiconductor industry, and the rest were from the pan-semiconductor and biomedical industries; as of 2023 As of June 30, 2019, orders on hand were 5.323 billion yuan.
It can be seen that Zhichun Technology's new orders increased significantly in the second half of the year, providing certainty for performance growth. In terms of product business, Zhiwei Technology, a subsidiary of Zhichun Technology, is one of the major suppliers of wet process equipment in China. At present, wet process equipment has been fully covered at the 28nm node, and there are orders for all process machines. At more advanced process nodes, Zhiwei has also obtained some process orders.
Single-chip sulfuric acid equipment is the most difficult process machine among wet equipment. Zhiwei's S300 SPM machine has been delivered to many domestic mainstream wafer fabs and has been used in the 12-inch logic mass production line of domestic leading customers. The monthly production capacity can reach up to more than 60,000 pieces. During the reporting period, the cumulative output of a single device on the user's mass production line exceeded 200,000 pieces, which is an important milestone in replacing imported high-end wet-process equipment with domestic production. At present, Zhiwei is the only domestic manufacturer of single-chip sulfuric acid equipment that has reached the above-mentioned single-machine mass production targets.
The product line of Pure Technology's wet-process equipment used in mature processes has been expanded in an orderly manner, and the penetration rate of production lines for some logic users and third-generation semiconductor users continues to increase. For high-end product lines used in advanced processes, the progress of order acquisition is delayed due to the impact of user expansion progress. However, in high-temperature sulfuric acid, FIN ETCH, monolithic phosphoric acid and other machines that are still monopolized by international manufacturers, Pure Technology The delivery and verification progress are both leading in the country.