Chinese semiconductor thread II

sunnymaxi

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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.
 
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tphuang

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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

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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

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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

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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.
 

henrik

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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.

If over the next couple of year, they can achieve 50-60% of the world's market share, that would be nice.
 

tokenanalyst

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Dongxin Technology: Lisuan Technology's first graphics rendering GPU chip "7G100" enters customer sampling stage​


On November 14, Dongxin Technology announced that its subsidiary Lisuan Technology has launched customer sampling and testing for its first graphics rendering GPU chip, the "7G100." This phase is critical to validating product performance, stability, and user experience before official market release. The company is concurrently advancing production and marketing efforts to ensure a smooth launch and rapid market penetration.

The development of the "7G100" reflects Lisuan Technology’s breakthrough in independent R&D within the high-end GPU sector, with applications spanning gaming, virtual reality, and professional graphics processing. By achieving technological self-reliance, the chip aims to reduce dependence on foreign suppliers and strengthen China's domestic semiconductor competitiveness.

Benefiting from a recovering market, storage product prices have rebounded, positively impacting Dongxin Semiconductor’s sales revenue and profitability. Rising demand is expected to drive both volume growth and higher pricing, further boosting the company’s financial performance and market position.

Dongxin Technology plans to continue investing in R&D, refine the "7G100" through iterative testing, and dynamically adjust its business strategies to meet evolving market conditions. These efforts underscore the company's commitment to innovation and expansion, signaling strong confidence in future growth and industry leadership in graphics processing chips.​

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