Chinese semiconductor thread II

tokenanalyst

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Lianrui New Materials plans to build an R&D center for advanced functional powder materials for IC in Lianyungang​

Lianrui New Materials announced that the company and the Lianyungang High-tech Industrial Development Zone Management Committee signed the "Strategic Cooperation Agreement for Advanced Functional Powder Materials R&D Center for IC" (hereinafter referred to as "Strategic Cooperation Agreement"). Agreement"), it is planned to build a research and development center project in Lianyungang High-tech Industrial Development Zone.

According to disclosures, Lianrui New Materials will build a new R&D building of approximately 6,000 square meters and related ancillary facilities, purchase special R&D equipment and instruments, and build a world-class and domestic leading R&D center for advanced functional powder materials for IC, striving to build a provincial-level center as soon as possible. /National key laboratory and national enterprise technology center to build a globally influential technological innovation center for advanced functional powder materials industry for IC. At the same time, the construction of the provincial innovation consortium platform of "Jiangsu Province High-Performance Spherical Microsilica Powder Industry Technology Innovation Consortium" will be accelerated. The two parties will jointly build an "industry-university-research-application" integrated platform for industrial exchange, cooperation, sharing and win-win, and accelerate the clustered development of the electronic-grade advanced functional powder material industry.

Lianrui New Materials stated that the agreement signed this time is a strategic framework agreement reached by both parties based on their cooperation intentions, and lays a foundation for both parties to promote cooperation on specific projects. The purpose is to express the intention of cooperation between the two parties and confirm the strategic partnership between the two parties. It does not involve a specific amount. It is not expected to have a significant impact on the company's performance in 2024 and will not lead to changes in the company's main business and business scope.

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tokenanalyst

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Maiwei pan-semiconductor equipment project started with a total investment of 5.4 billion yuan​

the groundbreaking ceremony of the Maiwei pan-semiconductor equipment project was held in Wujiang District. Itequipment project was held in Wujiang District. It is reported that the total investment of the project is 5.4 billion yuan, which will be used for the research and development and manufacturing of a new generation of heterojunction perovskite stacked batteries, as well as improving the ecological chain of the new generation of heterojunction battery industry, and is planned to be completed within two years. This is a major measure to promote the transformation and implementation of independent innovation achievements. It is also an important layout to accelerate the construction of a "R&D + manufacturing" industrial ecosystem. It will inject new strong momentum into Wujiang's promotion of new industrialization.

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Wahid145

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This is old news but interesting to know that both NAURA and AMEC has been stealthy attacking AMAT position in China tool by tool.
CuBS tool is not in the NAURA webpage but was delivered to YMTC in 2020 and AMEC WCVD tool in 2023.

View attachment 125599View attachment 125600

NAURA PVD equipment: The main category CuBS has achieved breakthroughs in recent years

Corresponding to the aforementioned film types, PVD equipment can be mainly divided into three categories: aluminum liner (Al PAD) PVD, hard mask (Hard Mask) PVD, and copper interconnect (CuBS) PVD. Among them, CuBS PVD is currently the most important. PVD equipment, the market share reaches 70%. Domestic manufacturers led by Northern Huachuang have made breakthroughs in some PVD equipment. For example, Northern Huachuang's hard mask PVD equipment exiTinH430 and AlPAD equipment eVictor A830 Al pad PVD system has entered the international advanced IC production line in 2015, achieving Domestic equipment goes overseas. In comparison, the localization of CuBS equipment has progressed slowly. Northern Huachuang's 14nm CuBS PVD entered the Yangtze River Storage procurement list in 2020, breaking AMAT's monopoly in this field for the first time and achieving a domestic breakthrough.

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This is what I want to see more in this forum. A Chinese SME making something which LAM, AMAT or KLA already has.
It makes sense that Naura keeps their recent portfolio hidden. The Semiconductor industry in China is a niche industry, so everyone knows about the product portfolio of the well known companies like Naura when a new development happens
 

tokenanalyst

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This is what I want to see more in this forum. A Chinese SME making something which LAM, AMAT or KLA already has.
It makes sense that Naura keeps their recent portfolio hidden. The Semiconductor industry in China is a niche industry, so everyone knows about the product portfolio of the well known companies like Naura when a new development happens
A lot of things are hidden but they have everything, even the part of lithography, they been running purely domestic fabrication lines for a few years now.
 

tphuang

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扬杰科技 progress in IGBT and SiC production

For 2024, it is building a new fab in Vietnam, getting new gen IGBT & putting auto grade module into production.

It's SiC MOSFET has started mass production, achieving 5k wpm last year.

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ST Micro working together with Anjie Semi and Shanghai Jita on SIC MOSFET

Shanghai Jita also has Sic capacity it is bringing on line
 
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