Chinese semiconductor thread II

[OptimusLion]

Nitrogen Silicon Technology completes a new round of strategic investment of tens of millions to accelerate GaN technology innovation and market layout

Nitrogen Silicon Technology, a leading domestic GaN technology company, announced the successful completion of a new round of tens of millions of strategic investment, led by Shanghai Simi Enterprise Management Partnership and followed by Nanjing Lanpu High-Quality Equity Investment Fund (Limited Partnership). This financing will further strengthen Nitrogen Silicon Technology's leading position in the field of GaN semiconductors and accelerate its technological innovation and market expansion.

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[tokenanalyst]

Zhengzhou HKC New Display Base announces new progress.​

The project is located south of Xiangshun Road and west of Zhuxian East Street in Zhengzhou. The construction unit is Zhengzhou Huike Optoelectronics Co., Ltd., with a total investment of 3 billion yuan . The project is a TV manufacturing project, and the supporting industries involve foam plastic manufacturing, paper and cardboard container manufacturing, and heat production and supply industries, which are in line with the development plan of the aviation port area.
Zhengzhou HKC Optoelectronics Co., Ltd. has a registered capital of RMB 2.4 billion, and its business scope includes optoelectronic device manufacturing, optoelectronic device sales, display device manufacturing, etc. Zhengzhou Innovation Investment Development Co., Ltd. and HKC Co., Ltd. directly hold 90% and 10% of the shares respectively.
HKC was founded in 2001 and is a technology company focusing on the semiconductor display field. Its main business is the research and development and manufacturing of core display devices such as semiconductor display panels and smart display terminals. HKC has currently achieved mass production and shipment of display panels for various application scenarios such as TVs, monitors, laptops, tablets, mobile phones, cars, and industrial control.

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[mst]

Trump Team Seeks to Toughen Biden’s Chip Controls Over China.

Trump officials recently met with their Japanese and Dutch counterparts about restricting Tokyo Electron Ltd. and ASML Holding NV engineers from maintaining semiconductor gear in China, according to people familiar with the matter. The aim, which was also a priority for Biden, is to see key allies match China curbs the US has placed on American chip-gear companies, including Lam Research Corp., KLA Corp. and Applied Materials Inc.

The meetings come in addition to early discussions in Washington about sanctions on specific Chinese companies, other people said. Some Trump officials also aim to further restrict the type of Nvidia Corp. chips that can be exported to China without a license, Bloomberg News has previously reported. They’re also having early conversations about tightening existing curbs on the quantity of AI chips that can be exported globally without a license, said some of the people, who asked not to be identified because the deliberations are private.

One key measure is blocking Chinese memory chipmaker ChangXin Memory Technologies Inc. from buying American technology, a step that Biden officials seriously considered but ultimately did not pursue due to opposition from Japan.

Some officials on Trump’s team also want to intensify restrictions on Semiconductor Manufacturing International Corp., the main chipmaking partner to Chinese telecom giant Huawei Technologies Co. Biden effectively blocked shipments to some SMIC facilities but established a case-by-case review for others, which the officials worry could allow SMIC to purchase tools that are ultimately used at restricted plants. SMIC’s shares closed down 1.45% in Hong Kong.

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[tokenanalyst]

Nearly 500 million yuan in financing! A silicon carbide company completed two rounds of financing in succession​

(Zhejiang) Co., Ltd. has completed the A2 and A3 rounds of financing totaling nearly 500 million yuan . The completion of nearly 500 million yuan of financing has provided key support for the long-term layout of Pinejie Semiconductor. The main investors include Ningbo Tongshang Fund, Ningbo Yongcheng Asset Management, Shanghai Semiconductor Equipment Materials Industry Investment Fund, Nanjing Venture Capital, Shanzheng Innovation, Kuntai Capital, etc.

Pinejie Semiconductor is a leading brand of China's third-generation semiconductor power devices. It mainly sells power device products such as silicon carbide MOSFET, silicon carbide SBD and gallium nitride HEMT. Among them, the design level of Pinejie Semiconductor's silicon carbide MOSFET is at the forefront of the industry, and the key technical indicator HDFM is the world's leading. Pinejie Semiconductor has released more than 100 different models of silicon carbide diodes, silicon carbide MOSFET, silicon carbide power modules and GaN HEMT products on three voltage platforms of 650V, 1200V and 1700V, and can provide customers with a full range of choices and technical support. Pinejie Semiconductor's mass-produced products have been widely used in electric vehicles, IT equipment power supplies, photovoltaic inverters, energy storage systems, industrial applications and other fields, and provide continuous and stable supply to Tier 1 manufacturers. With solid technical accumulation, clear strategic layout and proven industrialization capabilities, Pinejie has been highly recognized by customers in various fields such as new energy vehicles, photovoltaic storage and charging, and industrial power supplies.​

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[tokenanalyst]

Trump Team Seeks to Toughen Biden’s Chip Controls Over China.

Trump officials recently met with their Japanese and Dutch counterparts about restricting Tokyo Electron Ltd. and ASML Holding NV engineers from maintaining semiconductor gear in China, according to people familiar with the matter. The aim, which was also a priority for Biden, is to see key allies match China curbs the US has placed on American chip-gear companies, including Lam Research Corp., KLA Corp. and Applied Materials Inc.

The meetings come in addition to early discussions in Washington about sanctions on specific Chinese companies, other people said. Some Trump officials also aim to further restrict the type of Nvidia Corp. chips that can be exported to China without a license, Bloomberg News has previously reported. They’re also having early conversations about tightening existing curbs on the quantity of AI chips that can be exported globally without a license, said some of the people, who asked not to be identified because the deliberations are private.

One key measure is blocking Chinese memory chipmaker ChangXin Memory Technologies Inc. from buying American technology, a step that Biden officials seriously considered but ultimately did not pursue due to opposition from Japan.

Some officials on Trump’s team also want to intensify restrictions on Semiconductor Manufacturing International Corp., the main chipmaking partner to Chinese telecom giant Huawei Technologies Co. Biden effectively blocked shipments to some SMIC facilities but established a case-by-case review for others, which the officials worry could allow SMIC to purchase tools that are ultimately used at restricted plants. SMIC’s shares closed down 1.45% in Hong Kong.

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Given how down bad the relations between Europe and US are deteriorating, I wouldn't be surprised if they allow ASML to chip EUV machines to China. Also there is the issue that Trump is businessman not a politician, I think that the cries of the industry will have a bigger effect in Trump than lala land Biden. but let see what happens, US stupidity know no bounds so at the end is more domestic market share for Chinese companies.

 

[Eventine]

Given how down bad the relations between Europe and US are deteriorating, I wouldn't be surprised if they allow ASML to chip EUV machines to China. Also there is the issue that Trump is businessman not a politician, I think that the cries of the industry will have a bigger effect in Trump than lala land Biden. but let see what happens, US stupidity know no bounds so at the end is more domestic market share for Chinese companies.

Not only does ASML depend on key US inputs for its products (e.g. Cymer), but the US also controls the vast majority of its downstream markets via Taiwan and South Korea. The Europeans talk a big game, but will ultimately cave because they are not independent, nor are they going to become independent any time soon. Trump is just an American mask off moment, but the underlying control was always there.

 

[tonyget]

Electronmicroscope analysis of Mate70Pro+

Main CIS - SmartSense SC580XS

1.5MP Red Maple Color CIS - Unknown

NAND - Kioxia Bics6

DRAM - Micron LPDDR5

 

[tokenanalyst]

Not only does ASML depend on key US inputs for its products (e.g. Cymer), but the US also controls the vast majority of its downstream markets via Taiwan and South Korea. The Europeans talk a big game, but will ultimately cave because they are not independent, nor are they going to become independent any time soon. Trump is just an American mask off moment, but the underlying control was always there.

I am speculating, but I have never seen the Europeans so angry like these days, I wouldn't be surprised if the break up with US at least in immersion and more if Trump put tariffs on them. What the US will do? put export controls on ASML? that will kill Intel and Micron.
And any coercion could be met with European export controls to the US. If you think China is dependent on ASML, the US is much much worse. At least China have their own independent scanners and supply chain.

The Europeans have more power in the relationship than they think, the issue is that they are too cucked for far too long to realize that.