Chinese semiconductor thread II

[tokenanalyst]

Ruimeng Semiconductor completes tens of millions of RMB in pre-A+ round financing, deploying AI chip cooling​

Shenzhen Ruimeng Semiconductor Co., Ltd. ("Ruimeng Semiconductor") recently announced the completion of tens of millions of RMB in pre-A+ round financing, jointly invested by Hechuang Capital and Yida Capital. The funds will be primarily used for the company's intelligent human-machine interface processor chip R&D and market expansion. Yuewei Capital served as exclusive financial advisor. This is Ruimeng Semiconductor's third round of financing in a year, bringing its annual financing total to nearly 100 million RMB.

According to public information, Ruimeng Semiconductor, founded in August 2020, is a high-tech enterprise specializing in intelligent human-machine interface processor chips and solutions. The company is committed to the research and development of cutting-edge technologies such as intelligent tactile perception, intelligent voice wake-up and recognition, and intelligent brain-computer interfaces. It has proposed the innovative concept of "user-defined interface" and aims to empower various smart devices through chip technology to enhance the user experience. Currently, Ruimeng Semiconductor's products are widely used in TWS headphones, smartphones, smart Internet of Things, wearable smart devices, smart cars, health care and other fields.

Ruimeng Semiconductor is accelerating the large-scale commercialization of active cooling microsystems for smart terminals and high-computing chip-level applications. The company's MagicCool cooling micropump product achieves a breakthrough balance between millimeter-level thickness and industrial-grade cooling performance. Based on piezoelectric MEMS technology and compatible with existing semiconductor and advanced packaging processes, it is a full-stack cooling solution that uses high-frequency piezoelectric vibrations to drive the flow of gas or liquid, achieving efficient heat dissipation. Currently, the company is collaborating deeply on mass production projects with several leading end-users and is about to achieve mass shipments

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[tokenanalyst]

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[tokenanalyst]

Semiconductor testing equipment company Zhongdao Optoelectronics starts IPO guidance​

According to the official website, Zhongdao Optoelectronics was established in 2006. Since its inception, it has been targeting the field of testing equipment with extremely high technical barriers in the semiconductor industry chain. It is a national-level specialized and innovative "little giant" and was selected as a gazelle enterprise and innovative small and medium-sized enterprise in 2023. Zhongdao Optoelectronics is a domestic company that can mass-produce "graphic" testing equipment for display panels and semiconductor front-end processes. It is mainly engaged in the research and development, production and sales of automatic optical inspection equipment for display panels and semiconductor wafers. The company focuses on the front-end inspection link with obvious "bottleneck" characteristics, relying on its independently developed core technology, and is committed to promoting the localization process of high-performance testing equipment; by providing high-end equipment and services to internationally renowned display panel and semiconductor wafer manufacturers, it helps customers optimize process technology, improve yield and production efficiency, and reduce production costs.

In June of this year, Zhongdao Optoelectronics completed a new round of financing, raising nearly 100 million yuan from several large, well-known funds. The funds raised will be primarily invested in the research and development of display panel and semiconductor technologies and products, continuing to expand its high-performance semiconductor product portfolio to cover a wider range of application scenarios. The company is committed to improving front-end wafer defect inspection capabilities, mass-producing products at 90nm to 40nm process nodes, and accelerating their adoption in the manufacturing lines of industry-leading customers. Furthermore, the company will soon launch a prototype with even more advanced detection sensitivity for customer validation.

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[tokenanalyst]

Gallium Future completes RMB100 million Series B++ financing, focusing on the research and development of gallium nitride power devices​

Zhuhai Gallium Future Technology Co., Ltd. (Gallium Future) recently completed a multi-million-yuan Series B++ financing round led by Beihai Shanpangbang Investment Partnership (Limited Partnership). This financing will further propel Gallium Future's innovation and development in semiconductor device R&D and the photovoltaic field.


Public information indicates that Gallium Future, founded in 2020, is a high-tech enterprise specializing in the research and development of semiconductor devices, particularly gallium nitride power devices, and is committed to providing users with high-performance gallium nitride device products and chip testing services. The company has mass-produced over 40 product models, covering a wide range of application scenarios including mobile phones, photovoltaic microinverters, and AI supercomputing. Its clients include leading companies such as Lenovo, Xiaomi, and APsystems.


Previously, Gallium Future has completed multiple rounds of financing, and its historical investors include Shunwei Capital, Hillhouse Capital, and Zhuhai Science and Technology Venture Capital.

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[tokenanalyst]

SMIC ang HH Semi almost at full capacity.​

China's two major wafer fabs, SMIC and Hua Hong Semiconductor, released their second-quarter results, with both achieving double-digit growth in sales revenue.
But what is more noteworthy than the revenue growth is that the capacity utilization of these two wafer fabs has increased significantly and is close to full production.
Data shows that in the second quarter, SMIC achieved overall sales revenue of US$2.209 billion, a year-on-year increase of 16.2%; the capacity utilization rate was 92.5%, compared with 85.2% in the same period last year.
However, management stated that there was no price increase in the second quarter, and that the increase in average selling price was due to full production capacity, resulting in no discounts for 12-inch wafers. "We are never the first in the industry to raise prices, but if comparable peers do, we will follow suit."
At the same time, the performance disclosed by Hua Hong Semiconductor showed that its sales revenue in the second quarter was US$566.1 million, an increase of 18.3% year-on-year and 4.6% month-on-month.
In terms of capacity utilization, at the end of the second quarter, Hua Hong Semiconductor's monthly production capacity was approximately 447,000 8-inch equivalent wafers, and the overall capacity utilization rate was 108.3%, higher than 102.7% in the first quarter and 97.9% in the same period last year, setting a new high in recent quarters.

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[nativechicken]

Is the recent nanoimprint lithography machine breakthrough discussed above likely related to the recent announcement that YMTC will begin test production of an all domestic line by year-end?

It's the DUVi national production line

 

[nativechicken]

What is means?


The IEEE Integrated Circuit Symposium opened at 9:00 AM on August 6th in Putrajaya, Malaysia. The most eye-catching event on the agenda was SMIC's public debut of a 2nm GAA (Gate-All-Around) transistor prototype wafer. Foreign media described this as the first public disclosure of 2nm details by a Chinese industry chain.

On-site data shows that the prototype uses a domestic substrate and multi-layer nanosheet stack, with a channel width of only 6nm. Compared with 3 nm FinFET, the equivalent performance is improved by 18% and the power consumption is reduced by 34%.

The suspense of lithography machines is also rising

Just before the meeting, ASML urgently responded to market rumors, confirming that "it has obtained permission from the Dutch government to export 0.55 NA EUV lithography machines to specific Chinese customers for 2nm research and development", but did not disclose the quantity and delivery time.

Industry insiders estimate that a single 0.55 NA device is worth approximately US$350 million. If it arrives this year, it will lay the hardware foundation for SMIC's small-batch trial production in 2026.

View attachment 157518

Just to clearly tell you. The prototype of the Chinese EUV has been released. This is single machine verification, and there are still a bunch of issues to be resolved on the production line.
It will take about 1.5-2 years to enter industrial trial production, and complete mass production will take 28 years. There are now many process optimizations being done.

 

[Maikeru]

Just to clearly tell you. The prototype of the Chinese EUV has been released. This is single machine verification, and there are still a bunch of issues to be resolved on the production line.
It will take about 1.5-2 years to enter industrial trial production, and complete mass production will take 28 years. There are now many process optimizations being done.

Er, 28 years!?

 

[tphuang]

Just to clearly tell you. The prototype of the Chinese EUV has been released. This is single machine verification, and there are still a bunch of issues to be resolved on the production line.
It will take about 1.5-2 years to enter industrial trial production, and complete mass production will take 28 years. There are now many process optimizations being done.

The fact that they are presenting it abroad should tell you it has been working on this production line in China for a while.

nobody knows for sure when risk production is going to start but I wouldn’t use the typical timeline when it comes to this case since they have every incentive to use a less than perfect EUV process to fab 5nm rather than a DUVi process

 

[In4ser]

Er, 28 years!?

I think he meant 2-8 at least I hope.