Chinese semiconductor thread II

[gotodistance]

https://twitter.com/i/web/status/2073713080588980439

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Korean article on China's memory chip progress. I posted about CXMT above, but YMTC portion also interesting

• YMTC holds 119 core patents in W2W (Wafer-to-Wafer) hybrid bonding technology
• Comparison: Samsung 83 patents, SK Hynix only 11 patents (as of 2023)
• YMTC commercialized its proprietary "Xtacking" architecture from 160-layer to latest 270-layer products
• Samsung had to sign a patent license agreement with YMTC to develop its next-gen V10 (430+ layer) triple-stack NAND
• This is a reversal — the Korean leader licensing from the Chinese upstart

Koreans also do not trust Chinese news in the Korean media because most of the media in Korea write it with anti-China. Along with the above news, they also posted anti-China news to stimulate Koreans. Repeatedly broadcast news that China is stealing Korean technology or Korean engineers. Don't trust Korean trash news 100% of the time.

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[tphuang]

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Garen Semi/嘉伦半导体 has put world's first 6 and 8-inch Gallium Oxide epitaxial wafer production line into operation and have already delivered the first batch of 6-inch (100 type) wafers to domestic chipmakers.

 

[sunnymaxi]

According to a new review of the ThinkBook 14 G9 by Notebookcheck, Chinese PC maker Lenovo has, for the first time, begun shipping globally configured laptops equipped with YMTC-made SSDs.

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[tphuang]

https://twitter.com/i/web/status/2073830379409014902

Huawei is entering Korean market and apparently 950PR is selling for 1/4 the price of H-20 (which implies around $2500 to $3000). That's quite the undercutting.

 

[tphuang]

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Shanghai Biren Tech looking to raise 7B HKD in HKSE thru shares placement @ 46.2 HKD. To be used for next generation product development, including SuperPoD, high end tech R&D and such.

 

[tphuang]

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北京信息 photonics chips platform has entered production in Beijing development zone. Ittook just 6 months for this project to complete construction and enter production.