Chinese semiconductor thread II

[tokenanalyst]

Few companies that make nanopositioning wafer stages in China. These stages are used in all sort of semiconductor machinery like, lithography machines, semiconductor metrology, wafer inspection tools, wafer dicing tools, IC die testing tools, wafer marking tools, semiconductor annealing tools, bonding and debonding tools, hybrid bonders, wire bonders, and more.​

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Another one:

Star Micro Technology, an innovator of industrial automation, a pioneer of precision technology and smart life. Our roots are deeply rooted in micron and nano-level precision motion control technology, precision manufacturing capabilities, and excellent production management. But our dream goes far beyond this. We are committed to transforming these basic capabilities into innovative industrial and consumer products that meet the diverse needs of the future market.
In the next ten years, Star Micro Technology will transcend the existing business boundaries and become a cross-industry leader in technological innovation. Our products will give industrial automation a new soul and make consumers' daily lives smarter and more convenient. From the most cutting-edge high-tech production lines to every home and office, Star Micro Technology's technology will exert its influence, making precision technology no longer out of reach.
Corporate culture is the cornerstone of our development. Star Micro Technology is people-oriented and advocates that "every employee is the source of innovation."

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[tokenanalyst]

Annual production of 250,000 tons of quartz sand powder series products! A quartz material project in Guangxi started​

The concentrated opening and completion activities of major projects in Laibin City, Guangxi in the first quarter of 2025 and the groundbreaking ceremony of the Heshan high-end quartz sand, powder and plate construction project (Phase II) were held in the Lingnan Town Industrial Park in Heshan City. It is reported that Renxin Non-metallic New Materials (Guangxi) Co., Ltd. is a non-metallic new materials enterprise introduced by Heshan City in March 2024. As an important production base for the group's high-quality quartz sand, quartz powder and quartz stone slab products, by the end of October 2024, it has built 7 quartz sand powder production lines with a plant area of 60,000 square meters, completing 40% of the total construction project, with a total investment of 90 million yuan.

After the project is fully put into production, it will have an annual production capacity of 250,000 tons of quartz sand powder products and 3 million square meters of mid-to-high-end quartz stone slabs. The launch of Renxin high-end quartz sand, powder and plate project (Phase II) not only marks a solid and powerful step forward for Heshan City in extending the quartz stone new material industry chain, but also a vivid practice of Heshan City's active integration into the sea-oriented economy.

As a new model that relies on marine resources to promote the outward-oriented development of the regional economy, the sea-oriented economy has brought new development opportunities to Heshan City. The promotion of this project will attract more upstream and downstream enterprises to gather, forming an industrial cluster effect, and effectively promote the export-oriented economy of Heshan City from small to large, from weak to strong, and enhance the competitiveness of Heshan City in the regional economic structure. Renxin Enterprise Group is headquartered in Shanghai. It is a national high-tech enterprise and a "little giant" enterprise of the Ministry of Industry and Information Technology. Its business is extensive, covering multiple industrial fields such as new materials, intelligent equipment manufacturing, robot welding machines, circular economy and international trade, and its products and services cover the world.
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[tokenanalyst]

Fujian Del: the localization process of electronic grade chlorine trifluoride is accelerating​

Fujian Del Technology Co., Ltd. (hereinafter referred to as "Fujian Del") submitted a reply document to the inquiry letter for the first round of review of the main board IPO. The inquiry letter raised a total of 14 questions, covering key issues such as the identification of actual controllers, core technology competitiveness, rationality of fundraising and investment projects, and inventory management. As a leading company in the domestic fluorine chemical industry, Fujian Del's IPO process has attracted much attention from the market, and its fundraising and investment projects are particularly focused on breaking the "import dependence" in the field of semiconductor materials.

It is reported that Fujian Del is mainly engaged in the research, development, production and sales of fluorine chemical basic materials, new energy battery materials, special gases and wet electronic chemicals. The company's IPO application was accepted on June 30, 2023, and entered the inquiry stage on July 27 of the same year. In this IPO, Fujian Del plans to raise 1.945 billion yuan, mainly for projects such as electronic-grade chlorine trifluoride, fluorine-containing semiconductor materials and semiconductor-grade electronic materials, to further consolidate its competitive advantage in the field of high-end materials. Let's take a look at the specific situation of these investment projects with raised funds:

Analysis of fundraising and investment projects:
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1. Chlorine trifluoride: Fujian Del pointed out that by the end of 2024, 32 large-scale wafer fabs are expected to be built in mainland China, which will continue to drive the growth of chlorine trifluoride demand. As a high-performance specialty gas, chlorine trifluoride plays an irreplaceable role in semiconductor manufacturing and has huge market potential

2. Nitrogen trifluoride: Fujian Del, relying on its technical accumulation in the National Science and Technology Major Project (02 Project) and its experience in leading the national standard of chlorine trifluoride, is expected to achieve technology migration in the field of nitrogen trifluoride and seize market share.​

3. Tungsten hexafluoride: Under the trend of domestic substitution of integrated circuit materials, enterprises such as CSSC Special Gas, Haohua Gas, and Nanda Optoelectronics have achieved technological breakthroughs and gradually expanded their production capacity. Fujian Del is expected to get a share of the tungsten hexafluoride field through continuous R&D investment.​

 

[AETHER]

likely new Ascend chip debut

 

[tphuang]

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Who could have guessed. Gallium is needed and Japanese suppliers supply American producers of gallium chips

 

[tokenanalyst]

Changdian Technology: A leader in automotive chip packaging and testing, enabling new growth in the era of "smart driving equality"​

With the vigorous development of intelligent driving technology equipped with AI technology, the automotive chip market has ushered in a broad new space. Recently, the leading new energy vehicle companies have launched high-end intelligent driving systems, accelerating the installation of AI large models in vehicles and making them "standard for all series", which has also accelerated the arrival of the era of "smart driving equality".

As the world's leading chip packaging and testing provider, Changdian Technology has continued to consolidate its leading position in the field of intelligent driving and other automotive-grade chip packaging and testing with its profound technical accumulation, forward-looking strategic layout and continuously improved innovation capabilities. Currently, millions of smart cars around the world are equipped with intelligent driving chips packaged by Changdian Technology.

Automotive chips: the growth engine in the AI era

Smart cars have become an important direction for the development of the global automotive industry, and the support of AI technology has brought a qualitative leap in the intelligence of cars. The standard high-end intelligent driving system covers functions that users need very much, such as high-speed navigation and valet parking, opening up the horizontal breadth of the intelligent driving track.
At the same time, as costs decrease, high-end intelligent driving technology will be popularized in more car models, allowing more consumers to enjoy the convenience and safety brought by technology, and "smart driving equal rights" is about to emerge.
As a core component of smart cars, the market demand for automotive chips continues to rise, and higher requirements are placed on the performance, reliability, and safety of automotive chips. Advanced packaging and testing technologies have become the key to ensuring the performance of automotive chips.

Changdian Technology: A leader in automotive chip packaging and testing

Changdian Technology has been deeply involved in the field of automotive-grade packaging and testing for many years and has strong technical strength and rich mass production experience. The company can provide one-stop automotive-grade chip packaging and testing solutions, including traditional packaging such as SOP, QFP, QFN, FBGA and advanced packaging such as FCBGA, FCCSP, SiP, etc., fully supporting the stability, high quality, reliability and functional safety requirements of intelligent driving chips.
At the same time, in response to the high energy consumption problem in the process of training large AI models in the cloud, Changdian Technology has also provided customized packaging solutions for leading power suppliers in the industry to achieve further improvements in power distribution, energy efficiency, package size, cost and heat dissipation.
Changdian Technology has established close cooperative relationships with global leading automakers and Tier 1 suppliers, providing them with high-quality and high-reliability automotive chip packaging and testing services. The company's factories have all obtained automotive-grade certification, fully meeting the stringent quality requirements of automotive electronics.

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[tokenanalyst]

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Who could have guessed. Gallium is needed and Japanese suppliers supply American producers of gallium chips

Well you can slap Jesus so many times before he say is enough and slap you back, the irony thing is that is probably ten times more efficient for the Japanese to get export clearance in Beijing than will ever be in D.C.
The Japanese are complaining because they are US lapdogs, I don't seeing the same complains when the US stooges ask them for export clearances to China.

 

[OptimusLion]

Tsinghua University Department of Electrical Engineering Fu Yangyang's research group has made the latest progress in RF plasma research

High-end chip manufacturing equipment has become a strategic commanding height in global scientific and technological competition. Plasma technology is widely used in semiconductor processing, including lithography, etching, thin film deposition, ion implantation and cleaning. Its technology assembly accounts for more than one-third of the integrated circuit industry and has become a key core technology supporting major national strategies, digital economic development, and information industry security. Low-pressure RF discharge is widely used to generate large-scale plasma sources for etching, and is one of the core technologies of key semiconductor equipment such as plasma etcher. With the continuous development of chip manufacturing, the generation of large-scale, uniform and stable RF plasma sources has become a key prerequisite for the development of advanced etching processes. Mastering the multi-parameter coupling and regulation of large-scale RF plasma has become a frontier topic jointly explored by academia and industry

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[Wrought]

Applied Materials and Lam Research both reported declining Chinese revenue with expectations for more. Still in the billions though, need to bring more domestic capacity online and drive them to zero.

Applied Materials, the largest U.S. chip equipment manufacturer, issued a lukewarm revenue forecast last week, citing the risk of new export controls from Washington. Revenue from China, the company’s largest market, dropped 25% in the most recent quarter to reach $2.2 billion, out of a total $7.2 billion. China’s contribution to Applied Materials’ revenue

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from 45% a year ago to 31% today.
And the company thinks it’ll drop even further. “For Q2, we expect that China as a percentage of total revenue will be about five percentage points lower than in Q1,” CFO Brice Hill

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analysts last week.

Applied Materials isn’t the only manufacturer of chipmaking equipment worried about China controls. Lam Research’s China revenue over the last three months of 2024

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10% year-on-year to reach $1.4 billion. China’s revenue contribution also dropped, from 40% a year ago to 31% now.
“Our sales to customers in China, a significant region for us, have been impacted and are likely to be materially and adversely affected by export license requirements and other regulatory changes, or other governmental actions in the course of the trade relationship between the U.S. and China,” Lam Research warned in its earnings report.

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[henrik]

How long until that gets sanctioned by the US as well? South Korea isn't exactly independent given the US military bases there. And even if no bases existed they can always threaten the Koreans with pulling access to tools or materials.

China's sanctions on South Korea will convince them to cooperate instead.