Chinese semiconductor thread II

tokenanalyst

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JCET Group launches next-generation power module packaging and testing solution to empower AI data centers.​


On June 9th, JCET announced the launch of a new generation of high-density 3D power module packaging and testing solutions for AI data center applications. This solution leverages JCET's XDPKG-3DSiP 3D system-in-package technology, employing a high-density multi-layer interconnect and 3D module integration design. Within a limited packaging space, it achieves synergistic optimization of power devices, passive components, interconnect structures, and heat dissipation paths, comprehensively improving the performance of power modules in terms of power density, energy efficiency, thermal management, and long-term reliability, providing more efficient and stable underlying support for AI computing infrastructure.

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With the continued growth in demand for AI large-scale model training and inference, the power consumption of global data centers is rapidly increasing. Power supply efficiency and energy management capabilities are becoming crucial factors affecting data center construction costs, operational efficiency, and sustainable development. CICC estimates that the AI server power module market will grow from $7.4 billion to $32.5 billion between 2025 and 2027, representing a compound annual growth rate of 110% over three years. In response to this market trend, JCET Group, leveraging its long-standing expertise in advanced packaging, system-level integration, materials application, and reliability verification, has launched a new generation of power module packaging and testing solutions, achieving comprehensive advancements in efficiency, reliability, and power density.

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tokenanalyst

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Feilihua and Changyingtong jointly established a joint venture to produce 70 tons of high-purity precision quartz materials annually.​


On June 9, Feilihua announced that it plans to jointly establish Hubei Jutong Quartz New Materials Co., Ltd. with Wuhan Changyingtong Optoelectronic Technology Co., Ltd. and Hubei Changyi Gongying Venture Capital Fund Partnership. The registered capital will be 100 million yuan, of which Feilihua will contribute 51 million yuan, accounting for 51%; Changyingtong will contribute 20 million yuan, accounting for 20%; and Changyi Gongying will contribute 29 million yuan, accounting for 29%.​

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tokenanalyst

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NewSino launches its first domestically produced 50kg heavy-duty PLP OHT product, contributing to the independent control of key advanced packaging equipment.​


While maintaining a high cycle time, the product achieves low vibration control, meeting the stringent requirements of the packaging process for particle size and yield. The overall MCBF (mean time between failures) exceeds 150,000 cycles, and its stability indicators surpass those of similar products from leading international competitors.

On June 8 , Suzhou Xinshenguo launched its newly developed 50kg heavy-duty PLP OHT ( Panel Level Package Overhead Hoist Transport ), providing board-level packaging factories with a high-cleanliness, high-precision, and high-reliability automated handling solution .

As the first company in China to achieve PLP OHT from design and manufacturing to production line delivery, the product released by NewSino not only fills the gap in the company's high-load product line, but also marks a key step forward for China in the field of next-generation semiconductor advanced packaging logistics equipment.

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PLP OHT : Magnitude Restructuring of Transportation Demand
As AI chips continue to demand higher integration and performance, the limitations of 12- inch wafer-level packaging (WLP) in terms of area utilization and cost control are becoming increasingly apparent. The industry is accelerating its shift to large-size rectangular board-level packaging as a new carrier, and PLP technology is thus rapidly moving from the proof-of-concept stage to the early stages of industrialization.

However, the material handling requirements of PLP factories are fundamentally different from those of traditional semiconductor factories: traditional overhead cranes handle 300mm wafer cassettes weighing no more than 15 kg , while PLP carriers weigh up to 50 kg. This means that the clamping mechanism, lifting structure, vibration damping design, and safety system of the overhead cranes face a reconstruction on a scale, rather than a simple upgrade of the existing semiconductor overhead crane solutions.

At the same time, PLP factories have strict requirements for cleanliness. The overhead cranes must meet cleanroom standards, and there are strict restrictions on power supply, communication, and materials.

Addressing this industry pain point, NewSino has conducted forward R&D focused on PLP scenarios, achieving comprehensive innovation. The newly launched PLP OHT product boasts a 50kg load capacity and can still achieve a linear speed of 180m/min under full load conditions , with ±1mm high-precision positioning and ≤0.5G low-vibration control. It supports CPS contactless power supply and full traceability throughout the handling process. Combined with Class 10 ultra-high cleanliness standards, it comprehensively ensures the yield and reliability of advanced packaging processes.

This product achieves low vibration control while maintaining high cycle time, meeting the stringent requirements of packaging process for particle size and yield. The overall MCBF (mean time between failures) exceeds 150,000 cycles, and its stability indicators surpass those of similar products from leading international competitors.

Unlike traditional AMHS manufacturers that focus on hardware architecture , NewSino's core competitiveness lies in its full-stack self-developed capabilities integrating hardware and software. Its independently developed MCS ( Material Control System), TCS (Overhead Crane Control System), and VCS (Vehicle Control System) are deeply coupled and embedded with AI optimal allocation algorithms, enabling real-time collaborative scheduling, dynamic path planning, and congestion prediction for large-scale fleets, significantly improving production line throughput efficiency and equipment utilization.

In addition, the product adopts a non-contact power supply solution, supports data traceability throughout the entire handling process, and is equipped with a large-stroke lifting mechanism and a single-sided sliding mechanism, which can flexibly adapt to the diverse equipment layout needs of downstream packaging and testing plants.

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sunnymaxi

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NewSino launches its first domestically produced 50kg heavy-duty PLP OHT product, contributing to the independent control of key advanced packaging equipment.​


While maintaining a high cycle time, the product achieves low vibration control, meeting the stringent requirements of the packaging process for particle size and yield. The overall MCBF (mean time between failures) exceeds 150,000 cycles, and its stability indicators surpass those of similar products from leading international competitors.

On June 8 , Suzhou Xinshenguo launched its newly developed 50kg heavy-duty PLP OHT ( Panel Level Package Overhead Hoist Transport ), providing board-level packaging factories with a high-cleanliness, high-precision, and high-reliability automated handling solution .

As the first company in China to achieve PLP OHT from design and manufacturing to production line delivery, the product released by NewSino not only fills the gap in the company's high-load product line, but also marks a key step forward for China in the field of next-generation semiconductor advanced packaging logistics equipment.

View attachment 176395

PLP OHT : Magnitude Restructuring of Transportation Demand
As AI chips continue to demand higher integration and performance, the limitations of 12- inch wafer-level packaging (WLP) in terms of area utilization and cost control are becoming increasingly apparent. The industry is accelerating its shift to large-size rectangular board-level packaging as a new carrier, and PLP technology is thus rapidly moving from the proof-of-concept stage to the early stages of industrialization.

However, the material handling requirements of PLP factories are fundamentally different from those of traditional semiconductor factories: traditional overhead cranes handle 300mm wafer cassettes weighing no more than 15 kg , while PLP carriers weigh up to 50 kg. This means that the clamping mechanism, lifting structure, vibration damping design, and safety system of the overhead cranes face a reconstruction on a scale, rather than a simple upgrade of the existing semiconductor overhead crane solutions.

At the same time, PLP factories have strict requirements for cleanliness. The overhead cranes must meet cleanroom standards, and there are strict restrictions on power supply, communication, and materials.

Addressing this industry pain point, NewSino has conducted forward R&D focused on PLP scenarios, achieving comprehensive innovation. The newly launched PLP OHT product boasts a 50kg load capacity and can still achieve a linear speed of 180m/min under full load conditions , with ±1mm high-precision positioning and ≤0.5G low-vibration control. It supports CPS contactless power supply and full traceability throughout the handling process. Combined with Class 10 ultra-high cleanliness standards, it comprehensively ensures the yield and reliability of advanced packaging processes.

This product achieves low vibration control while maintaining high cycle time, meeting the stringent requirements of packaging process for particle size and yield. The overall MCBF (mean time between failures) exceeds 150,000 cycles, and its stability indicators surpass those of similar products from leading international competitors.

Unlike traditional AMHS manufacturers that focus on hardware architecture , NewSino's core competitiveness lies in its full-stack self-developed capabilities integrating hardware and software. Its independently developed MCS ( Material Control System), TCS (Overhead Crane Control System), and VCS (Vehicle Control System) are deeply coupled and embedded with AI optimal allocation algorithms, enabling real-time collaborative scheduling, dynamic path planning, and congestion prediction for large-scale fleets, significantly improving production line throughput efficiency and equipment utilization.

In addition, the product adopts a non-contact power supply solution, supports data traceability throughout the entire handling process, and is equipped with a large-stroke lifting mechanism and a single-sided sliding mechanism, which can flexibly adapt to the diverse equipment layout needs of downstream packaging and testing plants.

View attachment 176394

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that is a very very important development. this sector completely dominated by Japan/Taiwan and US companies.

Suzhou has emerged one of the leading Semi equipment city in mainland. they have many hidden Little Giants in different tech fields.
 

tphuang

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so May IC trade data, aggregated through 5 months
imported 1655.75B RMB, up 47.1% YoY by value and 8.5% by quantity
exported 965.05B RMB, up 83.4% YoY by value and 8.7% by quantity

Looks like Chinese IC export is moving up value chain, maybe this is related to memory chips.

Just for May.
export 243.85B RMB
import 388.3B RMB
 

Michael90

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Gs
so May IC trade data, aggregated through 5 months
imported 1655.75B RMB, up 47.1% YoY by value and 8.5% by quantity
exported 965.05B RMB, up 83.4% YoY by value and 8.7% by quantity

Looks like Chinese IC export is moving up value chain, maybe this is related to memory chips.

Just for May.
export 243.85B RMB
import 388.3B RMB
Still a huge imbalance in chips imports compared to exports. But good to see they are reducing the gap slowly though .
 

tphuang

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My latest on China's Tungsten export controls to Japan and who it is having a wide ranging affect on the global semi supply chain and could lead to serious supply disruptions in AI build out.

I think it's important to note that some of China's export controls to Japan under dual use concerns this year could play out extremely wide ranging. Far more than what mega minds in Washington DC understands.
 
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