Chinese semiconductor thread II

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gelgoog

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Not more DDICs. The whole market is saturated and there is no money to be made in it.
More Chinese companies should take advantage of these failing fabs and try to go IDM. Move from fabless to fab-lite strategy. For example one of the image sensor companies should buy a fab and use it to make their image sensors.
 
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measuredingabens

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2D transistor research.
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Something to note is this section:
Reducing static power consumption caused by leakage current is thus essential to limiting power rise (nearly 30 nW of static power per inverter now exceeds 40% of the total power in small CMOS technology nodes).

The transistors developed by this team:
We use the devices to make homojunction-loaded inverters with good rail-to-rail operation at a switching threshold voltage of around 0.5 V, a static power of a few picowatts, a dynamic delay time of around 200 µs, a noise margin of more than 90% and a peak voltage gain of 241.
 
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tokenanalyst

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SiC production capacity exceeds 260,000 pieces! Tianke Heda/Tongguang/Nansha Wafer/Puxing announced project progress​


Recently, Tianke Heda, Tongguang Co., Ltd., Nansha Wafer and Puxing have successively announced the progress of their SiC projects, involving 8-inch projects, substrates and epitaxy.

According to the announcement, the construction nature of the project is expansion and reconstruction. The total investment of the project is 180 million yuan . It rents the existing factory building of Tonghui Company (affiliated to the 13th Institute), purchases 15 silicon carbide epitaxial furnaces and supporting testing instruments, etc., and the construction is completed 1 A 6-inch silicon carbide epitaxial wafer mass production line, achieving an annual production capacity of 60,000 6-inch silicon carbide epitaxial wafers.

Previously, Xue Hongwei, general manager of Puxing Electronics, said that Puxing will also expand the production of 8-inch silicon carbide epitaxial wafers in 2024, reaching an annual production capacity of 600,000 6- to 8-inch silicon carbide epitaxial wafers.​

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Wahid145

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tokenanalyst said:
Good luck with that.
1- For now most of the chips that China is producing is for their own home market and/or their own domestic companies products.

2- Even for foreign companies is almost impossible to control the entire electronics market given the complexity of global supply chains, companies are fueled by profits no politics don't expect

3- It will give the Chinese government a pretty good excuse to get attack the market share of these Western analog companies in China, So that alone could be enough to dissuade some government and some companies.

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Even though we don't hear about them much, TI and Broadcom are huge in Semiconductor (I'm not sure sure which part of semiconductor). What are the Chinese equivalent of these two companies?
 
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tokenanalyst

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Wahid145 said:
Even though we don't hear about them much, TI and Broadcom are huge in Semiconductor (I'm not sure sure which part of semiconductor). What are the Chinese equivalent of these two companies?
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3PEAK, SG Micro, Chipsea and so on, companies desiring to rip TI sweet China market share like Nile crocodiles would do to a Zebra.
For Broadcom I think their biggest future threat is going to be their past costumer, Huawei semiconductors.
 
tphuang

tphuang

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Wahid145 said:
Even though we don't hear about them much, TI and Broadcom are huge in Semiconductor (I'm not sure sure which part of semiconductor). What are the Chinese equivalent of these two companies?
Click to expand...
too many to list
just in auto grade stuff, you have
Autochips, SemiDrive, Hangshun, Zhixin, Chipower, Chipon, Flagchip
there is also Gigadevice
don't forget Silergy, Novosense, southchip.

China is at early stage, not much consolidation
 
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