Chinese semiconductor industry

[tokenanalyst]

Chengdu plans to give comprehensive support of no more than 500 million yuan to integrated circuit manufacturing, packaging and testing, equipment, materials and other projects​

The Chengdu Municipal Bureau of Economy and Information Technology recently issued the "Chengdu City Accelerated the Implementation Rules of Several Policies for the High-quality Development of the Integrated Circuit Industry", which provides comprehensive guidance on the application of integrated circuit talent policies, design industry policies, manufacturing policies, and improvement of industrial ecological environment policies. Conditions, supporting standards, etc. shall be clarified. The "Implementing Rules" will come into force on June 30, 2023.

It mentioned that high-level talents and excellent teams in the field of integrated circuits are encouraged to innovate, start a business, and find employment in Chengdu. High-level talents selected for the "Rong Piao Plan" and "Rongbei" software talents will be given a maximum of 3 million yuan, and the team will be given The maximum subsidy shall not exceed 5 million yuan. For experts and talents selected into major talent plans, policy support will be given in terms of housing, entrepreneurship, and capital in accordance with relevant policies and regulations. For major projects of integrated circuit manufacturing, packaging and testing, equipment, and materials with a total investment of more than 500 million yuan (inclusive), according to its technical products, technological level, and market prospects, the enterprise will be given a maximum of 10% of the fixed asset investment. 500 million yuan in comprehensive support.​

 

[tokenanalyst]

China Resources Micro: The 12-inch production line in Chongqing is planned to be power devices such as MOS and IGBT, and the 12-inch line in Shenzhen is expected to be completed in 2024​

Recently, CR Micro said in an agency survey that the planned products of the company’s 12-inch production line in Chongqing are mainly power devices such as MOSFETs and IGBTs, and the products are currently ramping up; the Shenzhen 12-inch line is expected to be completed in 2024, and the planned products are power IC and MCU.

The 6-inch production line mainly increases the production capacity of third-generation wide-bandgap semiconductors; the 8-inch production line can achieve part of the increase in production capacity through technical transformation; the 12-inch production line in Chongqing is in the climbing stage. The monthly production capacity of the company's 6-inch production line exceeds 230,000 pieces, the monthly production capacity of the 8-inch production line exceeds 140,000 pieces, and the monthly production capacity of the 12-inch production line is on the way.

It is reported that IGBT products are currently mainly used in automotive OBCs, automotive air conditioners, etc. It is expected that module products will enter the main drive applications of automobiles this year. At present, the company's IGBT products have entered BYD, Great Wall, Geely and other car companies.

Diodes and MOS products of China Resources Micro-Silicon Carbide have been serialized and increased by more than 200% year-on-year in 2022. SiC products are mainly used in automotive electronics, charging piles, photovoltaics, energy storage, industrial power supplies, etc. SiC diodes and SiC MOSFET products are both There are applications in automotive electronics.​

 

[tokenanalyst]

SSMB.



FIG. 1 shows a schematic diagram of a system 100 according to an embodiment of the present disclosure. As shown in FIG. 1 , the system 100 includes an electron beam bunch storage ring, also called a storage ring main ring or main ring. The main ring may be a steady state microbeaming (SSMB) storage ring or an accelerator storage ring. The main ring includes four symmetrical deflection structures 102 and four straight segments 104 connecting the deflection structures 102 . A beam injector 124 and a beam extractor 126 may be arranged on the linear section 104 . The electron beam injector 124 is used to inject electron beams into the main ring, for example, may include an injection magnet or the like. The electron bunch extractor 126 is used to extract the electron bunches from the main ring, for example, may include an extraction magnet and the like. Electron bunches can achieve steady-state microbunching in the main ring to generate high average power extreme ultraviolet (EUV) light as an EUV light source.

 

[ZeEa5KPul]

SSMB.
View attachment 113945


FIG. 1 shows a schematic diagram of a system 100 according to an embodiment of the present disclosure. As shown in FIG. 1 , the system 100 includes an electron beam bunch storage ring, also called a storage ring main ring or main ring. The main ring may be a steady state microbeaming (SSMB) storage ring or an accelerator storage ring. The main ring includes four symmetrical deflection structures 102 and four straight segments 104 connecting the deflection structures 102 . A beam injector 124 and a beam extractor 126 may be arranged on the linear section 104 . The electron beam injector 124 is used to inject electron beams into the main ring, for example, may include an injection magnet or the like. The electron bunch extractor 126 is used to extract the electron bunches from the main ring, for example, may include an extraction magnet and the like. Electron bunches can achieve steady-state microbunching in the main ring to generate high average power extreme ultraviolet (EUV) light as an EUV light source.

Oh, oh, oh! This is huge!! This is one of the most difficult parts of the SSMB synchrotron, the electron injector needed to maintain a 1A beam.

 

[tphuang]

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alright, looks like desktop using Loongson is doing well on JD.com, ending top in certain category

also, looking at JD itself

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I just see 200+ reviews of perfect scores with people supporting domestic product


Also looks like Loongson's 2K1500 industrial control CPU has been tested for 3408 hours in Ningxia wind farm. Good news, since that means they can now enter Datang's supply chain for operating various power sector systems

 

[tokenanalyst]

Deer Laser: Signed an equipment procurement contract of 665 million yuan with customers​

Jiweiwang news, on June 5, Wuhan Dier Laser Technology Co., Ltd. (hereinafter referred to as "Deer Laser") issued an announcement that it recently signed an "Equipment Purchase Contract" with Customer A, with a total contract amount of 665 million yuan (RMB, excluding tax).

According to the announcement, as of the date of disclosure of this announcement, the daily sales contracts signed by DR Laser and customer A and its entities under the same control within 12 consecutive months totaled 976 million yuan (excluding tax, including this contract), accounting for 73.72% of its audited main business income in 2022. DR Laser will complete the complete delivery of the equipment under this contract before March 30, 2024.

It is reported that the main business of Dier Laser is the design of precision laser processing solutions and the research and development, production and sales of supporting equipment. The main products are precision laser processing equipment used in the photovoltaic industry. In the field of photovoltaics, it can provide customized and comprehensive high-efficiency solar cell laser processing solutions and related supporting equipment and services according to the needs of domestic and foreign customers; at the same time, DR Laser is actively researching and developing high-end consumer electronics, new displays and integrated circuits, etc. Laser processing equipment in the field. (Proofreading/Li Wenjing)

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Laser doping, an idea that has been crossing my mind, cheaper than Ion implantation but more precise than furnace diffusion.

 

[tokenanalyst]

1Q23 performance in line with expectations, pay attention to the progress of new products​

　　TZTEK announced its 2022 annual report and 2023 first quarter report. In 2022, the company will realize operating income of 1.589 billion yuan, a year-on-year increase of 26%; a net profit of 152 million yuan attributable to the parent company, a year-on-year increase of 13%; Corresponding to the single quarter of 4Q22, the company achieved operating income of 786 million yuan, a year-on-year increase of 17%; realized net profit attributable to the parent company of 122 million yuan, a year-on-year increase of 9%; In the single quarter of 1Q23, the company realized operating income of 182 million yuan, a year-on-year increase of 28%; the net profit loss attributable to the parent was 33.4406 million yuan, and the net profit loss not attributable to the parent was 36.4094 million yuan, both flat year-on-year. The company's 2022 and 1Q23 results are in line with our expectations.

　　Consumer electronics: From 2022, the company will ship defect detection equipment in batches to major consumer electronics customers, which will be used for defect detection of structural parts such as mobile phone glass covers and metal frames. The company previously focused on size measurement equipment for major customers. We believe that after the supply of defect detection equipment, it is expected to become a new growth point for the company's consumer electronics business and reduce the impact of cyclical fluctuations brought about by a single category.

　　Photovoltaic: The company upgraded the silicon wafer sorting equipment, with a production efficiency of 12,000 wafers per hour, and an overall efficiency increase of 50%. In addition, TZTEK has newly deployed patterned copper electroplating equipment, and the company expects to deliver samples this year.

　　Pan-semiconductor: 1) PCB. AOI equipment has formed preliminary sales, LDI equipment has been repurchased by overseas customers, and laser drilling equipment has completed sample delivery; 2) Semiconductor. Muetec Overlay products have been produced in China, and the front-end defect detection equipment of the silicon line has formed a prototype and entered the internal testing process.

　　Automobile: 1) Automated production line. The company actively develops suspension system production lines for high-end models, and the annual report discloses that the R&D investment progress has reached 83%. 2) Domain controllers. The company launched two domain controller products, both of which passed the DV test in March, among which TADC-D52 was certified by Horizon Hardware. The company expects that the two products will complete PV testing and reach mass production status in the second half of the year.

from Investor meeting:
Muetec's mask inspection equipment can cover 65-90nm process.

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[tphuang]

so, I'm seeing this rumor flying around on Chinese social media.

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今天有反馈SMIC南方Fab1启动招标（14/7nm），给到

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的金额是10亿元，倒算大概有不到1万片的招标扩产（按原规划Fab1有3.5万片待扩产）。具体订单可靠性有待进一步验证。

刚刚了解到

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M5订单大超预期，总订单35亿，半导体订单22亿，M4是13/5.5，22亿半导体订单里SMIC南方20亿，说明中芯南方目前正在进行扩产，

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占比较高的拓荆、北方、华海、中微首先受益，北方已经有订单增长确定性最高，拓荆弹性最大。

Now, why this is believable despite being rumors. @hvpc has mentioned that SMSC has about 20k wpm of production based on equipment that Lam/Amat sold to them. My personal calculation is that by second half of last year, they were doing approximately 23k wpm.

it makes sense for SMSC Fab 1 is placing order now for close to 10k wpm of production, since delivery likely won't happen until Q4 at the earliest, so production with it can't start until probably 2024Q2. Since SN2 is supposed to start production in Q3 of next year (based on the bidding info), it would make sense for Fab 1 to ramp up to full over 2024.

It is likely in my opinion that SMSC has been trialing/validating domestic tool in a de-americanized process (so ASML + domestic tools). Maybe this is feedback that early trials are looking up to par, so they are further going ahead with it. That doesn't necessarily mean they have moved past testing production at this point.

 

[Schmoe]

I am curious on this quote from the tphuang post above: "It is likely in my opinion that SMSC has been trialing/validating domestic tool in a de-americanized process (so ASML + domestic tools)." Wouldn't ASML be considered an Americanized tool since they need US licenses?

Also, it would be great to get a translation of that quote.

 

[staplez]

I am curious on this quote from the tphuang post above: "It is likely in my opinion that SMSC has been trialing/validating domestic tool in a de-americanized process (so ASML + domestic tools)." Wouldn't ASML be considered an Americanized tool since they need US licenses?

Also, it would be great to get a translation of that quote.

No, the only device US has the power over is EUV. All of ASML's DUV can't be restricted by USA. However, the Netherlands has agreed to possibly look into banning 2000 and 2050 DUV. So technically not America but still being restricted.