Chinese semiconductor thread II

FairAndUnbiased

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measuredingabens

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this is a big deal as current EUV resists are metal oxide hardmask resists that need to be developed by either a dry etch or an extremely corrosive chemical solution (HF/O3, H2SO4/H2O2).

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a water developed resist would save tons of money in chemical and environmental treatment costs.
It's a good reminder of how much effort and money it takes to safely handle and dispose of HF and piranha solutions, at least. There's enough protocols about making and handling them that really hammers in just how much needs to be done before they're safe to dump.
 
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GiantPanda

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Wow all the subsystem for EUV and DUVi are there. The thing is the none of the industrialists and liberals in China, probably including Huawei, took these projects seriously until the Washington D.C. think tank instigated knife started to get closer and closer to the neck.

Huawei was the greatest adherent of the global system until the US ban. It still sees itself as an international company but it is a survivor and the local supply chain is key to its survival.

The US bans solved the one endemic problem that had always held back China's semicon industry and that is the issue of the top Chinese firms -- the ones that generate the most revenue, not just Huawei -- in opting for foreign solutions wherever possible. Now they are forced to buy domestic wherever possible. This is a sea-change and will have ripple effects far into the future.
 

tokenanalyst

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Nvidia's sales have dropped steeply in China. Hardly unexpected, considering how much they had to gimp their chips to meet US export controls. Looks like Huawei's got the domestic market to itself.
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The Think Tankers in D.C that are now dictating the US semiconductor industry are feeling proud of their accomplishments. Congratulating, memeing and giving high five to themselves in their stupid podcasts while engineers lose their jobs. But well.
 

tokenanalyst

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Didao Microelectronics completed a new round of tens of millions of yuan in financing to focus on the research and development of photoresist products​

Shenzhen Didao Microelectronics Technology Co., Ltd. (hereinafter referred to as: Didao Microelectronics) completed a new round of tens of millions of yuan in financing. Zijingang Capital will continue to invest as the lead investor in the angel round, and the financing funds will be used for R&D investment and market operations.

Zijingang Capital news shows that Didao Microelectronics was established in November 2020. It is an innovative materials company integrating research, production and sales. Its main products are photoresist, g-line, i-line, and KrF for flat-panel displays. , ArF photoresist to meet the market demand for photoresists for large-size display panels, 90-14nm chip processes, and semiconductor special chemicals supporting photoresists.

The company has a rare high-end process electronic chemical R&D team in the industry and has many years of successful experience in the fields of panels and semiconductor chemical materials. It is the only domestic advanced process wafer factory that has completed the verification of special chemical products and has large-scale mass production capabilities. The reaction efficiency, selectivity and other properties of the products have reached the international leading level, breaking the semiconductor specialty market of DuPont, BASF and other companies. The monopoly structure of the chemical market. Didao Microelectronics has independent technology of photosensitive resin, the core raw material of display lithography. The PFA photoresist developed has filled the domestic gap and broken the foreign technology monopoly.

Didao Microelectronics' semiconductor specialty chemicals have been introduced to many leading customers, and display photoresist products are being tested and verified in cooperation with many leading companies, and the market will usher in a gradual increase in volume.

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tokenanalyst

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Cower Technology completed tens of millions of yuan in A++ round of financing, focusing on the design and development of domestic GP-GPU chips​


Zhuhai Core Power Technology Co., Ltd. (hereinafter referred to as Core Power) successfully completed the A++ round of financing, with a financing amount of tens of millions of yuan.

This financing will provide strong financial support for the company's R&D innovation and help the company achieve more significant breakthroughs in core technology fields. By accelerating the development of products in multiple channels and markets, Core Power will further expand its market share and enhance its brand influence. In addition, this financing will lay a solid foundation for the company's long-term development and ensure the smooth progress of future large-scale production.

Core Power was founded in 2017 and is headquartered in Zhuhai City, Guangdong Province. It currently has R&D centers in Shenzhen, Xi'an and the United States. It focuses on the design and development of domestic GP-GPU chips. Chip products designed based on independent innovative RPP architecture can It is widely used in various computing demand scenarios, providing high-performance, general-purpose computing chips for logistics detection, intelligent transportation, industrial detection, medical imaging, public safety and other fields that require high-definition video processing.

The RPP-R8 chip independently developed by Core Dynamics adopts a unique RPP architecture, which not only achieves a breakthrough in performance, but is also highly versatile.

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GiantPanda

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Nvidia's sales have dropped steeply in China. Hardly unexpected, considering how much they had to gimp their chips to meet US export controls. Looks like Huawei's got the domestic market to itself.
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Jensen Huang, CEO of NVIDIA:

"If we are deprived of the Chinese market, we don’t have a contingency for that. There is no other China, there is only one China. There would be enormous damage to American companies” if they were unable to trade with Beijing.






“If the US tech industry loses 1/3 of its market [due to the loss of the Chinese market], no one is going to need American fabs."
 
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