Chinese semiconductor thread II

tokenanalyst

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AsiaSound Semiconductor Completes Over 100 Million Yuan Series B Financing​


Zhejiang Yasheng Semiconductor Equipment Co., Ltd., a manufacturer of pan-semiconductor equipment and components, recently completed a Series B financing round exceeding 100 million yuan. This round was co-led by Xi Venture Capital, Wuxi Guolian Xinchuang, and Honghui Fund, with participation from Jinpu Investment, Xinshang Capital, Hanli Capital, and Yunjin Capital. The funds will be used for R&D investment and capacity expansion, aiming to enhance the company's equipment supply capabilities in the integrated circuit, display, and photovoltaic sectors. Founded in 2014, AsiaSound Semiconductor specializes in integrated solutions for exhaust gas treatment equipment, vacuum pumps, heating belts, and CMS central integration systems. The company previously received investment from renowned institutional investors such as Oriza Puhua.​
 

def333

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The outlook is bright! The SiCarrier staff introduces the DUV exposure machine. It can be produced next year and reaches 3nm, In the year after next, it will reach 2nm! This is what the SiCarrier DUV light scheme is like.

He’s not a Sicarrier employee, and he says it’s just his own conclusion from looking at the patent site.
 

Hyper

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Latest on Nexperia by Dutch NL times. They realised they focked up royally and are furiously back pedalling. EU & US auto manufacturers have only a few weeks of Nexperia auto chip stocks left, nice.

China's export ban on Nexperia chips based on incorrect assumptions, Dutch Min. says
The Chinese government acted based on incorrect assumptions when it imposed export restrictions on chip manufacturer Nexperia in response to the Dutch government intervening in the company’s operations, caretaker Minister Vincent Karremans (Economic Affairs) said before the weekly Cabinet meeting. The Chinese are “mixing up a few things,” he said.

Karremans recently invoked a rarely used law to prevent the technological knowledge and intellectual property of Nijmegen-based Nexperia from leaking to China. The Enterprise Chamber of the Amsterdam Court of Appeal independently temporarily sidelined Nexperia’s Chinese owner. China subsequently halted the export of products from the Chinese Nexperia factory until further notice.


According to Karremans, Beijing wrongly assumes that the Netherlands acted under American pressure. The United States has long had its sights set on Nexperia's Chinese parent company. American tech companies are no longer permitted to simply supply components or software to it.

"Well, I haven't spoken to a single American about it since I became Minister of Economic Affairs," said Karremans. "So none of that is true." He reiterated that the Cabinet decided to intervene in Nexperia "without any mandate or consultation" with other countries.


Karremans is in talks with the Chinese authorities to find a solution. He declined to comment on the content of those talks. He did say he was “optimistic about the outcome, given the significant global stakes.”

“This isn’t just important for the Netherlands or a company in Nijmegen. This is important for many players in the global economy,” Karremans said.


The European Automobile Manufacturers' Association (ACEA) previously warned that virtually all European car makers are affected by the Nexperia conflict. According to the organizations, current stocks of Nexperia chips will be exhausted in a few weeks. ACEA called the situation alarming and advocated for swift and pragmatic solutions from all countries involved.

Car production in the United States is also at risk of being affected by the conflict, the Alliance for Automotive Innovation (AAI) warned on Friday. The Washington-based industry association, which represents virtually all major global automakers such as General Motors, Ford, Volkswagen, and Toyota, also called for a swift resolution to the conflict.

Reporting by ANP
So my prediction was correct. Other Dutch and European multinationals would freak out which they did.
 

interestedseal

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其中自主研发(DUV、EUV)光刻用薄膜器件,实现设计、材料、制备、检测全流程完全自主可控,解决了卡脖子难题,如13.5nm[Mo/Si]多层膜反射率69.3%,达到国际先进水平;围绕国家EUV光刻机研制需求,成功镀制出Ф500,600mm椭球镜,Ф300mm收集镜;
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Many EUV suppliers have surfaced recently.
 

enroger

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Latest on Nexperia by Dutch NL times. They realised they focked up royally and are furiously back pedalling. EU & US auto manufacturers have only a few weeks of Nexperia auto chip stocks left, nice.

China's export ban on Nexperia chips based on incorrect assumptions, Dutch Min. says
The Chinese government acted based on incorrect assumptions when it imposed export restrictions on chip manufacturer Nexperia in response to the Dutch government intervening in the company’s operations, caretaker Minister Vincent Karremans (Economic Affairs) said before the weekly Cabinet meeting. The Chinese are “mixing up a few things,” he said.

Karremans recently invoked a rarely used law to prevent the technological knowledge and intellectual property of Nijmegen-based Nexperia from leaking to China. The Enterprise Chamber of the Amsterdam Court of Appeal independently temporarily sidelined Nexperia’s Chinese owner. China subsequently halted the export of products from the Chinese Nexperia factory until further notice.


According to Karremans, Beijing wrongly assumes that the Netherlands acted under American pressure. The United States has long had its sights set on Nexperia's Chinese parent company. American tech companies are no longer permitted to simply supply components or software to it.

"Well, I haven't spoken to a single American about it since I became Minister of Economic Affairs," said Karremans. "So none of that is true." He reiterated that the Cabinet decided to intervene in Nexperia "without any mandate or consultation" with other countries.


Karremans is in talks with the Chinese authorities to find a solution. He declined to comment on the content of those talks. He did say he was “optimistic about the outcome, given the significant global stakes.”

“This isn’t just important for the Netherlands or a company in Nijmegen. This is important for many players in the global economy,” Karremans said.


The European Automobile Manufacturers' Association (ACEA) previously warned that virtually all European car makers are affected by the Nexperia conflict. According to the organizations, current stocks of Nexperia chips will be exhausted in a few weeks. ACEA called the situation alarming and advocated for swift and pragmatic solutions from all countries involved.

Car production in the United States is also at risk of being affected by the conflict, the Alliance for Automotive Innovation (AAI) warned on Friday. The Washington-based industry association, which represents virtually all major global automakers such as General Motors, Ford, Volkswagen, and Toyota, also called for a swift resolution to the conflict.

Reporting by ANP

Oh we didn't steal your corporation because the Americans told us to, we just stole it on our own. Why you mad at us?
 

interestedseal

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Many EUV suppliers have surfaced recently.
Here’s another one. Worlds largest aperture IBF ultra precision polishing system. This is big enough for polishing HighNA EUV mirrors. They are building the entire EUV supply chain in record time
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四川至臻精密光学有限公司在大会上发布了全球最大口径(φ500mm)离子束超精密加工系统,其亚纳米级抛光精度打破了国外技术垄断,已应用于卫星相机、半导体光刻机等领域。该技术可实现光学元件表面粗糙度低于0.1nm,为下一代极紫外(EUV)光刻机的光学系统制造提供了关键支撑。
 

tphuang

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Union Semiconductor (汇成股份) recently invested in 鑫丰科技 who they are working together on advanced 3D DRAM packaging tech (not sure if this is actual 3D DRAM or just HBM)
Union Semi is the world's 3rd largest display driver chip packaging and testing supplier and holds 5% global share, including leading in China. It is expanding into high-end packaging areas such as fan-out, 2.5D/3D.

鑫丰 is the first domestic OSAT for CXMT LPDDR products. It currently has capacity for 20k wpm and plans to increase its monthly DRAM packaging capacity to 60k wpm by 2027
 

jx191

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Here’s another one. Worlds largest aperture IBF ultra precision polishing system. This is big enough for polishing HighNA EUV mirrors. They are building the entire EUV supply chain in record time
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The past week seems to have a lot of talk and activity surrounding EUV. First we had the reveal of EDA and oscilloscope, and now we are seeing other components start to become recognized, like the EUV mirror polishing system.

The situation on the ground is changing fast, you don't have to have insider knowledge to see that.
 
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