Chinese semiconductor thread II

tokenanalyst

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Shanghai Institute of Microsystem and Information Technology has made progress in large-scale fabrication technology of nanoscale vacuum channel devices​


Vacuum channel electronics (VCEs) utilize a vacuum gap as their device channel, boasting electron mobility superior to all other semiconductor devices. They meet the demands of high-frequency communications, high-fidelity analog circuits, and applications in extreme environments such as high temperatures and strong radiation. In recent years, VCEs have become a research hotspot for post-Moore components. However, existing VCEs typically utilize methods such as electron beam lithography and focused ion beam etching to fabricate their nanochannels, which lack compatibility with CMOS processes, making large-scale fabrication and application difficult.

Shanghai Institute of Microsystem and Information Technology has developed a CMOS-compatible, large-scale fabrication method for nanoscale vacuum channel electronic devices using chemical mechanical polishing (CMP) combined with selective wet etching. This approach enables precise control over nanochannel formation on silicon-on-insulator (SOI) substrates.

the National Key Laboratory of Integrated Circuit Materials at the Shanghai Institute of Microsystem and Information Technology, Chinese Academy of Sciences, proposed a novel vacuum channel electronic device integration scheme combining chemical mechanical polishing (CMP) and selective wet etching. Based on a SOI substrate, the team successfully fabricated a prototype device with a 14 nm vacuum channel, achieving a low turn-on voltage (1.8 V) and a high emission current (70 nA at 5 V, T = 300 K).

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def333

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Higher costs due to lower yield would be reflected in reduced profit rather than revenue (SMIC also mentioned they did not raise prices); lower yield coupled with capacity growth would be reflected as increased revenue with reduced profit, which was my main takeaway from the last earnings call.

SMIC's net profit is low because they have a ton of depreciation hitting their earnings.
 

antiterror13

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TSMC planned to weed out Chinese tools from their supply chain but looks like D.C stooges have another plans. Now is either buy domestic tools or become uncompetitive against domestic players.

View attachment 159719

I don't think there is any impact to China at all. It shows again that it is a big risk to use US technologies, who still think to use US technologies while there is an alternative .... good luck!

Not sure what is the purpose of this move by the US .. I think it would end up TSMC China might get sold to Chinese company at low price
 

tokenanalyst

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Xiangdixian's new generation "Fuxi" architecture chip has completed tape-out verification​

Anfu Technology stated on an interactive platform that the new generation of "Fuxi" architecture chip developed by Xiangdixian has completed tape-out verification. The chip has excellent performance in graphics rendering capabilities and parallel computing performance.
It is reported that after obtaining investment from Anfu Technology, Xiangdi has accelerated the iteration of new products. The new generation of Fuxi architecture GPU will adopt 5nm process, with a computing power of 160TFLOPS (FP32) and integrated 12GB HBM2 video memory.
In mid-April of this year, Anfu Technology, a shareholder of Xiangdixian, revealed Xiangdixian's latest progress on an interactive platform, stating that Xiangdixian's next-generation "Fuxi" architecture chip is currently in tape-out. This architecture will bring two new products, both with leading performance and technical specifications in China. The Fuxi A0 focuses on filling the gap in domestic high-end rendering products; the Fuxi B0, a GPU and NPU fusion chip, focuses on edge model deployment and the rapidly emerging AIPC market. The Fuxi B0 will fully support the edge deployment requirements of mainstream models such as LLAMA, ChatGLM-6B, Stable-Diffusion, Sora, and DeepSeek R1 1.5B/7B.
Anfu Technology also revealed that Xiangdixian's shareholders include investment institutions with state-owned capital, such as Chongqing Liangjiang Industrial Development Group. Xiangdixian's IPO plans will be determined based on market conditions, development strategies, and other factors. Anfu Technology will continue to monitor Xiangdixian's development and actively support its growth.

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tokenanalyst

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Yixin Technology's automotive-grade chip testing phase II project is officially launched!​

On September 1, the second phase of Yixin Technology's automotive-grade chip testing project was officially launched, which will enhance the company's production capacity in wafer three-temperature testing, chip product three-temperature testing and automotive chip reliability testing.
According to information, Yixin Technology was established on May 17, 2022. It is an integrated circuit manufacturer that mainly engages in integrated circuit manufacturing, integrated circuit chip and product manufacturing, and integrated circuit chip packaging and testing businesses.
From a market perspective, the automotive-grade chip testing market holds a promising future. This growth is driven by the "Four Modernizations" of automobiles, particularly electrification and intelligentization, which are significantly increasing the volume and value of chips used per vehicle. Stringent certification standards (such as AEC-Q100 and ISO 26262) create high industry barriers, while also increasing the added value and necessity of testing.

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