Chinese semiconductor thread II
- Thread starter vincent
- Start date
This is a direct result of the BIS 50% rule. This is also why China hit back so hard.
If the US relents, the Dutch will also relent.
This is not the right thread to be talking about Kuka
ICBC spent 3B RMB buying Hygon C86 servers, also use Inspur server and ZTE communication
iFlyTek is spending 2.4B RMB on domestic AI chip for training and inference (they are a long time Ascend customer)
Henan DC here also spending 400m RMB on Ascend chips. 400 compute servers.
Dongjianghu here also investing 1.5B RMB on domestic high end GPU for 2.44 EFLOPS computation
They should just consider it a loss, since it won’t be coming back again. They should have anticipated this when the British government basically forced them to sell their stake in new port fab over national security concerns. I’m not sure why they didn’t think other European governments will follow suite following this case. Guess they were sleeping on the driving seat. It’s like they have been ignoring everything that’s been happening this past years geo politically. Things will only get worse with time , as the US keeps pulling pressure on her allies to toughen their stand on China .So Chinese companies should factor this in their plans, especially those involved in sensitive sectors, this includes precisely those like Midea ownership of Kuka . I think it’s only a matter of time before the west will look into that as well especially now that Kuka is doing well.
Well nothing is free in life, Nexperia has a big China revenue and a lot of Chinese assets in case of wrongfully losses and if Wingtech is not compensated, Nexperia China assets should be taken and sold and their products banned from the Chinese market.
If the Europeans wants to be dependent on the US in a moment in history that the US has never been this unstable since the, I would said the civil war, let them be. The correct option would be diversifying but you cannot correct stupidity.
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Tianyue Advanced: Has Received Multiple 12-inch SiC Orders from Global Leading Customers
On October 13, Tianyue Advanced, the first A+H listed company in the field of silicon carbide substrates, held a 2025 semi-annual performance briefing.
At the performance meeting, investors asked a lot of questions about core issues such as 12-inch production capacity planning, progress of cooperation with Nvidia in advanced packaging, and path to profit improvement. Tianyue Advanced Chairman Zong Yanmin, Secretary to the Board Zhong Wenqing, Chief Financial Officer You Ying and other executives responded one by one.
12-inch production capacity planning remains a mystery
As an important future direction for the industry, the company's 12-inch silicon carbide substrate production capacity layout and customer introduction are the most concerned focuses of this shareholders' meeting.
Previous market news showed that Nvidia plans to replace the intermediate substrate material of CoWoS advanced packaging from silicon to silicon carbide by 2027. The H100 replacement alone will correspond to a demand for nearly 77,000 substrates. As a leading domestic 12-inch technology company, Tianyue Advanced has attracted much attention for its related potential opportunities.
At the earnings conference, in response to investors' questions about Tianyue Advanced's 12-inch production capacity planning timeline, the company's secretary, Zhong Wenqing, simply stated, "The company is a leading domestic player in both technology R&D and customer acquisition for 12-inch silicon carbide substrates. We will actively promote the construction of related production capacity in the future based on market demand."
Later, when introducing the company's introduction of 12-inch product market, Zhong Wenqing introduced that the company has now released a full range of 12-inch silicon carbide product matrix, including 12-inch conductive silicon carbide substrates, 12-inch semi-insulating silicon carbide substrates and 12-inch P-type silicon carbide substrates. It is currently actively connecting with downstream customers and has obtained multiple 12-inch SiC product orders from relevant global leading customers.
Chairman Zong Yanmin further added that the second phase of the Shanghai Lingang base expansion will focus on 12-inch products, but did not specify the scale of production capacity or the status of the partnership. Regarding the key question of whether it can meet 10% of NVIDIA's high-end GPU market demand by 2027, he responded, "We have already made forward-looking technological arrangements and will seize market opportunities."
It is worth noting that Tianyue Advanced mentioned in its Hong Kong stock prospectus that "production capacity will be increased by approximately 500,000 pieces by the end of 2027", and the Phase II expansion of the Lingang base is an important part of this goal.
At the earnings conference, some investors inquired about the specific production capacity targets and current progress of the second phase of expansion. The company stated, "Progress is proceeding as planned, and specific figures will be disclosed in a subsequent announcement." Furthermore, the company did not explain the proportion of 12-inch products within the total 500,000-piece production capacity, nor did it specify when the second phase of expansion would reach full capacity.
Jinghua Zhixin has launched the CB78 series of 32-bit MCU chips for home appliances, helping to upgrade smart home appliances!
Defining a new experience of smart home appliances from the "core"
With the consumption upgrade and the wave of smart home, home appliances are accelerating the iteration from "functional" to "smart interactive" - users expect more precise temperature control, more sensitive touch interaction, and more energy-saving operation performance, and the core driving force behind this is the innovation of chip technology.
Shenzhen Jinghua Zhixin Microelectronics' 32-bit MCU, designed specifically for smart home appliance scenarios , the CB78xx series of chips redefines the "core" standard for home appliances with high integration, low power consumption, high reliability, and strong adaptability, becoming the "smart brain" of white appliances such as refrigerators, air conditioners, and washing machines.
This will probably have to go back because this is very very unusual. Infact this won't go well with Dutch corps and not because of retaliation. They won't tolerate expropriation. They have their own reasons to worry beyond retaliation because they fear political interference in their own buisness in the future.