Chinese semiconductor thread II

[sunnymaxi]

Yeah that’s actually a possibility this coming 2/3 years, which is crazy when you think about it. Since SMOC has been the semiconductor flag bearer of China so far

they still is.. next year massive 7nm capacity coming online so their revenue will jump in 2026-27 and SMIC is already the 2nd largest pure fab in the world after TSMC.

but yeah CXMT and YMTC did a remarkable job.

don't forget Memory industry is very lucrative. SK Hynix last year revenue was 46 Billion USD and Micron 25 Billion USD.. so there is a huge room of growth for CXMT/YMTC.

 

[gaussgun]

CXMT and YMTC are private companies，we would never know their revenue

They're both preparing to list in Shanghai

Please, Log in or Register to view URLs content!

 

[tphuang]

https://twitter.com/i/web/status/1989055067089981522

I did notice from looking at their chart that capex was 17B RMB in Q3. Which is huge! That's $2.5B and noticeably higher than both Q2 (13B) and 2024Q3 (8B). So, they are spending more money than ever on capex at a time when ASML sales & Lam sales in China are about to come down. So, a big question is then who are they going to be buying the equipment from?

Their actual capacity didn't increase that much. Was just 30k wpm from Q2 in 8-inch equivalent. It did increase by 138k wpm from a year ago in 8-inch equivalent. So, a little more than 50k wpm 12-inch equivalent.

It definitely seems like CXMT & YMTC are expanding faster right now.

 

[tphuang]

Please, Log in or Register to view URLs content!

Rockchip news. It has integrated its flagship RK3588/3576 SoC with CXMT's LPDDR5 and LPDDR5X die. Supports 6, 8 an 12GB dies. Memory speed remains 2400-2750 MHz. I think this is because the Rockchip SoC was designed pretty long ago and they are just not set up to accept faster memory.

 

[tphuang]

Please, Log in or Register to view URLs content!

Rockchip saw huge growth in Q3. It had 3.141B RMB in revenue (vs 2.16B last year), up 45%. Profit was up 121%

Rockchip is China's leader in high end AIoT SoC. It apparently has 30% market share. Apparently has delivered 500m deliveries in auto electronics field. A competitor of their is Allwinnere, which has 80m deliveries in home safety chips. Another one in Ingenic Semi, which has 30m deliveries smart security chips.

 

[tphuang]

Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!

Rockchip showcased its suite of leading AIoT products recently, including its newly released RK182X co-processor (to be operating next to RK3588/3576 SoC). Apparently, it also comes with high bandwidth DRAM connection and has 20T of compute. Can do 50+ TPS for Qwen-2.5 7B model & TTFT of 160ms (to put things in perspective, the best I ever did with just RK3588 was around 6-9 TPS iirc and TTFT was much longer. 3B VLM can generate 80+ TPS.

It also showcased its RV1226B edge AI chips w/ 3T compute. I didn't get a chance to try this out, but supposedly can operate 2B parameter models including AI-ISP.

It also showcased low power RV1106B chip w/ 0.5T NPU & AI-ISP.