Chinese semiconductor thread II
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SiC MOS is about 60% of Sic product sales. GaN used in communication, industrial control, fast charging
Shenzhen 12-inch plant is 40-90nm specialty analog power IC and MCUs.
half bridge modules will also land on cars in second half of year
SiC material cost is coming down
GaN & Sic revenue increased 135% in 2023 YoY
SiC MOS is about 60% of Sic product sales. GaN used in communication, industrial control, fast charging
Chongqing 12-inch line's main products are MOSFET and IGBTs, so power chips
Shenzhen 12-inch plant is 40-90nm specialty analog power IC and MCUs.
Goal is to put Shenzhen fab into production by end of year and eventually build up to 480k wpy of 12-inch
big chunk of their SiC. MOS single tube ended up in cars
half bridge modules will also land on cars in second half of year
SiC material cost is coming down
Expect to keep utilization above 90%
Entered supply chain in power chips for BYD, Geely, FAW, ChangAn and Wuling as well as some Tier 1s
has 3 months of orders on the book from consumer electronics, industry equipment and new energy
IGBT products are 750V/1200V and > 450A
3000 masks wafers per month. looking to get into high end masks in Q2, 1000 wafers per month For 40nm and larger
Yes, the 5399th sanctions against Huawei just as it posts +564% surge in net profit and dethroning Apple to regain market leadership.
I welcome the 9999th copium sanctions in due time when 5nm Kirin 9100 is available which I will throw my money at.
I welcome the 9999th copium sanctions in due time when 5nm Kirin 9100 is available which I will throw my money at.
If you analyse it, it's basically a nothingburger. The intel license was going to expire later this year anyway and Qualcomm chips are no longer needed.
At most it's a few months of lost consumer pc revenue
Looking at how confident Huawei has been in launching the Pura 70 overseas I'd say they probably have some kind of unannounced truce
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You gotta do what you gotta do…
In the short term it will hurt Huawei’s PC business, but with the Chinese government going all in on domestic PCs this will be overcome within two years. Just FYI, not even Lenovo qualifies as domestic PC according to latest rules for Chinese government workers.
Delonghi Laser Semiconductor and New Energy High-end Equipment Project Starts Construction in Jiangyin, Wuxi with a Total Investment of 1.08 Billion Yuan
The Delonghi laser semiconductor and new energy high-end equipment project held a groundbreaking ceremony in Jiangyin High-tech Zone. It is reported that Suzhou Delong Laser Co., Ltd. was established in 2005 and is headquartered in Suzhou Industrial Park. It will be listed on the Science and Technology Innovation Board in 2022. It focuses on the field of laser fine micro processing and provides high-end industries for semiconductors, new electronics and new energy industries. Application of laser equipment and complete solutions.
The project has a total investment of 1.08 billion yuan to build a production line with an annual output of 300 sets of semiconductor and new energy high-end laser equipment, and establish a Jiangyin R&D center to form an integrated industry-university-research structure. On January 5, the Jiangsu Provincial Development and Reform Commission released the list of major projects in Jiangsu Province in 2024 and the list of key industrial projects for private investment in Jiangsu Province in 2024. Among them, Jiangyin Delong laser equipment is on the list of major projects in Jiangsu Province in 2024.
The project has a total investment of 1.08 billion yuan to build a production line with an annual output of 300 sets of semiconductor and new energy high-end laser equipment, and establish a Jiangyin R&D center to form an integrated industry-university-research structure. On January 5, the Jiangsu Provincial Development and Reform Commission released the list of major projects in Jiangsu Province in 2024 and the list of key industrial projects for private investment in Jiangsu Province in 2024. Among them, Jiangyin Delong laser equipment is on the list of major projects in Jiangsu Province in 2024.
Chinese scientists have developed a new laser cutting technology with an accuracy of 10 nanometers. The research team said this is equivalent to a 1m wide well dug 15,000 meters deep
According to a teardown by iFixit, the DRAM in the Pura70 comes from SK Hynix, but the company that made the NAND is unknown. YMTC is probably the only real option here as far as domestic companies go, though I do wonder if any of Huawei's memory fabs have come online in the past few months.
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