Yes, a byproduct of natural gas production.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Global Silicon Carbide Substrate Market in 2024: Chinese Manufacturers Take 34.4% of the Market Share!
Chinese manufacturers TanKeBlue (Tianke Heda) and SICC (Tianyue Advanced) have developed rapidly in recent years. In 2024, their market shares are almost the same, ranking second and third with 17.3% and 17.1% respectively. Among them, TanKeHeDa is the largest SiC substrate supplier in China's domestic power electronics market, while Tianyue Advanced occupies a leading position in the 8-inch wafer market. Coherent fell to fourth place with a market share of about 13.9%.
From the perspective of substrate size, due to the rapid decline in the price of the current mainstream 6-inch SiC substrates, the high technical difficulty of the 8-inch SiC front-end process, and the drastic changes in the market environment, it is expected that 6-inch substrates will continue to dominate the SiC substrate market. However, 8-inch substrates are an inevitable choice to further reduce SiC costs, and will help upgrade SiC chip technology, attracting major manufacturers to actively invest. Under this circumstance, TrendForce estimates that the shipment share of 8-inch SiC substrates will exceed 20% in 2030.
broadsword
Brigadier
Investigate whether TSMC was dumping its chips. If it were, the government would have solid grounds to tariff them.
FriedRiceNSpice
Captain
How can you place tarrifs when no international trade is involved?
Sorry, I'm quite skeptical of the above, in particular can I kindly ask for sources regarding price war at 7nm?
I'm skeptical because at the moment (i.e. until at least 2026) SMIC is quite capped regarding capacity at 7nm.
1. They don't have enough capacity at 7nm to satisfy the potential market
2. There are some customer that are forced to go with SMIC (like Huawei, for the time being), Cambricon, Chinese CPU designers like Loongson, etc.
3. There are other customers that although not forced with SMIC, are strategically aware that TSMC faucet can close at any time, like Horizon Robotics and all the ADAS chip designers. At the moment US still didn't ban NVIDIA Orin for automotive, but when they'll do, at the same time they will also forbid TSMC to produce for Chinese ADAS companies.
TSMC could start a price war at 28nm, but at 7nm I really don't see it. But of course if you have some reliable source on this, it would be interesting to read.
just a different topic and somewhat related to this..
did you see the news of Huawei's advanced fab ?? even before the FT news.. we have already knew for quite some time. and it was pretty much confirmed when SiCarrier entered with entire supply chain of tools.
Yes, that's why I wrote "until 2026" referring to SMIC as forced single source for Huawei, after that very probably SMIC will keep manufacturing for Huawei as second source: Huawei needs tons of chips!
Today they are just scratching the surface: they have mobile more or less covered (but they can easily double those numbers if they aggressively push on foreign markets), in few weeks they start with HarmonyOS PC, they will need tons of Ascend chips...and then there will be ADAS, etc..
Currently SMIC capacity at 7nm is secret, it could be anywhere between 30K and 50Kwpm (with the latter at the end of the year), but even if they go to 100Kwpm they can sell it all. There is a long list of Chinese design companies that just wait for some SMIC available slot at 7nm.
escobar
Brigadier
Huawei Operates at Least 11 Foundry and DRAM Fabs
Basically BYD in the tech sector. Huawei is going for full vertical integration.
Imagine the fucking efficiencies when you don't need to wait for shit from around the world for research, testing or production.
Heyuan Gas: Nitrogen trifluoride has been mass-produced, and tungsten hexafluoride is expected to achieve large-scale production in the first half of the year
Heyuan Gas said in an institutional survey that nitrogen trifluoride is in the trial production process and has achieved mass production; tungsten hexafluoride is in trial production and is expected to achieve mass production in the first half of the year. The company will subsequently start semiconductor factory inspection and certification work, and then gradually achieve large-scale production.
Regarding Qianjiang Electronic Special Gas Industrial Park, the company invested in the construction of Qianjiang Electronic Special Gas Industrial Park in 2020, and planned products such as "electronic grade ultra-pure ammonia, electronic grade hydrogen chloride, electronic grade chlorine, electronic grade methane, electronic grade carbon monoxide, high-purity carbonyl sulfide and other electronic special gases and electronic chemicals". As of the first quarter, the above-mentioned planned products have basically been put into production, and some products such as high-purity hydrogen, high-purity ammonia, high-purity carbon monoxide, industrial-grade methane, industrial-grade pure ammonia, industrial-grade hydrogen chloride and other products have achieved stable production and sales. Electronic-grade hydrogen chloride, carbonyl sulfide, and electronic-grade chlorine are in the trial production process, and it is expected to achieve stable production in the first half of the year and start factory inspection and sales.
Regarding the Yichang Electronic Special Gases and Functional Materials Industrial Park, the company invested in the construction of the Yichang Electronic Special Gases and Functional Materials Industrial Park in 2022, and planned products such as "electronic-grade nitrogen trifluoride, tungsten hexafluoride, trichlorosilane, dichlorosilane, silicon tetrachloride, tetraethyl orthosilicate, silane, disilane and other electronic special gases, as well as amino, vinyl, epoxy, acyloxy, alkyl, phenyl, and sulfur-based series of silicon-based functional new materials". After nearly a year of trial production and rectification, it is expected that the main production lines of trichlorosilane, silane, and silicon tetrachloride will be able to produce stably in the first half of this year, and reach full production in the third quarter. Most of the silicon-based functional materials have been able to achieve stable production in the third quarter. Silicon-based and fluorine-based electronic special gases are expected to reach mass production in the second and third quarters and start factory inspection.
Regarding Qianjiang Electronic Special Gas Industrial Park, the company invested in the construction of Qianjiang Electronic Special Gas Industrial Park in 2020, and planned products such as "electronic grade ultra-pure ammonia, electronic grade hydrogen chloride, electronic grade chlorine, electronic grade methane, electronic grade carbon monoxide, high-purity carbonyl sulfide and other electronic special gases and electronic chemicals". As of the first quarter, the above-mentioned planned products have basically been put into production, and some products such as high-purity hydrogen, high-purity ammonia, high-purity carbon monoxide, industrial-grade methane, industrial-grade pure ammonia, industrial-grade hydrogen chloride and other products have achieved stable production and sales. Electronic-grade hydrogen chloride, carbonyl sulfide, and electronic-grade chlorine are in the trial production process, and it is expected to achieve stable production in the first half of the year and start factory inspection and sales.
Regarding the Yichang Electronic Special Gases and Functional Materials Industrial Park, the company invested in the construction of the Yichang Electronic Special Gases and Functional Materials Industrial Park in 2022, and planned products such as "electronic-grade nitrogen trifluoride, tungsten hexafluoride, trichlorosilane, dichlorosilane, silicon tetrachloride, tetraethyl orthosilicate, silane, disilane and other electronic special gases, as well as amino, vinyl, epoxy, acyloxy, alkyl, phenyl, and sulfur-based series of silicon-based functional new materials". After nearly a year of trial production and rectification, it is expected that the main production lines of trichlorosilane, silane, and silicon tetrachloride will be able to produce stably in the first half of this year, and reach full production in the third quarter. Most of the silicon-based functional materials have been able to achieve stable production in the third quarter. Silicon-based and fluorine-based electronic special gases are expected to reach mass production in the second and third quarters and start factory inspection.