Chinese semiconductor industry

Huafeng Measurement and Control expects a net profit of 422 to 465 million yuan last year, a year-on-year increase of 111.95% to 133.54%​

Huafeng Measurement and Control released a performance forecast. The company expects that the net profit attributable to shareholders of listed companies from January to December 2021 will be 422 million to 465 million yuan, a year-on-year increase of 111.95% to 133.54%.

Huafeng Measurement and Control said that during the reporting period, the industry demand was strong, and the production and sales were booming to promote the company's profitability; at the same time, the company's product structure continued to upgrade, which enhanced the company's competitiveness; For publicly issued stocks, fluctuations in share prices lead to changes in non-recurring gains and losses.

In the past year, benefiting from the continuous improvement of the semiconductor industry and the company's high-quality products and services, Huafeng has maintained growth in the number of customers and equipment shipments, and has continued to expand the market; even in the case of a global shortage of chips, Huafeng Measurement and Control has been continuously increasing its stocking efforts to ensure that the supply chain is basically stable.

At the same time, with the continuous breakthrough of semiconductor technology, domestic analog and mixed-signal chips have entered a golden development period, especially the application prospects of third-generation semiconductor devices in fast charging, 5G base stations, new energy vehicles, UHV, data centers and other fields broad. According to Yole's forecast, the market size of SiC power devices will exceed US$3 billion in 2025, and the market size of GaN devices will exceed US$700 million. The third-generation wide-bandgap semiconductor power module has obtained certification and mass production, which has solved many industry problems in GaN wafer testing.

Benefiting from the acceleration of domestic substitution in the semiconductor material industry, Jingrui Electric's annual performance is expected to increase by more than 120%​

Jingrui Electric released its 2021 annual performance forecast. According to the report, the company's net profit attributable to shareholders of listed companies in 2021 is expected to reach 170 million yuan to 220 million yuan, an increase of 120.92% to 185.9% over the same period last year.

The announcement mentioned that one of the main reasons for the increase in the company's performance compared with the same period of the previous year was: Benefiting from the acceleration of the domestic substitution process in my country's semiconductor material industry, the rapid development of the new energy vehicle industry, and the strong demand for products from downstream customers, the company fully grasped the industry Development opportunities, improve the layout of the industrial chain, and actively explore the market, the company's main products such as semiconductor-grade photoresist and supporting materials, high-purity reagents, lithium battery materials and other production and sales are booming, resulting in a large year-on-year growth and overall profitability.


China semiconductor companies are growing really fast.

ansy1968 said:

SMIC's 3nm chip made a breakthrough

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Clickbait.

ansy1968 said:

However, it is worth mentioning that although SMIC has mastered the key technology of 3nm chips, it lacks the support of core equipment, especially the EUV lithography machine from ASML in the Netherlands. The distance to mass production of 3nm chips is only the EUV lithography machine.

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USA will never allow the sale of these EUV machines so these "breakthroughs" are irrelevant. Only when China has a good EUV machine replacement is when the competition can get serious.

China already got 100% Chinese EUV machines, that's why Washington was in a panic last year thinking it was made by Taiwan/Korea. It wasn't. It was made in China.

China semiconductor supply chain gets a little deeper by the day.​

Focuslight Technology: The company provides semiconductor laser annealing systems and core components for Shanghai Microelectronics Equipment​

Focuslight Technology stated on the investor interaction platform that the company provides semiconductor laser annealing systems and core components for integrated circuit chip equipment integrators such as Shanghai Microelectronics Equipment (Group) Co., Ltd.

According to the prospectus, Focuslight Technology was established in 2007. The company is mainly engaged in the research and development, production and sales of high-power semiconductor laser components and laser optical components in the upstream of the laser industry. At present, it is expanding the research and development, production and sales of photonic application modules and systems in the midstream of the laser industry, and its products are gradually used in advanced manufacturing, medical health, scientific research, automotive applications, information technology and other fields. In 2020, the company successfully entered the TSMC supply chain.

Laser annealing (LA) is one of the key technologies in the fabrication of 28nm and below logic chips. The process uses a near-infrared band semiconductor laser source, a number of different functions of laser optical shaping system and optical homogenization system to achieve an extremely narrow (12 mm * 70 µm) line laser spot with > 95% uniformity in length direction. In less than one millisecond, the surface atoms of the wafer are heated to > 1000°C and then rapidly cooled down to form ultra-shallow junctions and highly activated junctions on the wafer surface – the yield of the wafer production is then improved.

With our core technologies combined, Focuslight's DLight S series semiconductor wafer annealing system is applicable in the front process of semiconductor to complete dynamic surface annealing (DSA) and laser peaking annealing (LSA).

dfrtyhgj said:

China already got 100% Chinese EUV machines, that's why Washington was in a panic last year thinking it was made by Taiwan/Korea. It wasn't. It was made in China.

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Really? One that is operating commercially? I haven't heard or read of any source that claims that China does possess an active EUV Machine.

WTAN said:

The Shanghai Local Government is very ambitious and has plans to turn the City into a High Tech manufacturing Hub.
Yes SMIC will build 12nm to 14nm Chips in a FAB in Shanghai. SMIC will likely use the new SMEE 28nm DUVL to produce these Chips.
In any case the US sanctions against SMIC only apply to Chips below the 10nm node.
So SMIC should be able to use its existing 14nm production line to make these Chips.
If i am not mistaken, SMIC has recently completed a very large brand new 14nm FAB and they should be able to produce these Chips there.
The Shanghai Govt also wants the new EUVL to be built in Shanghai and this is why the Shanghai Institute of Optics is developing a LPP EUV Light Source and ICRD is doing EUV research at the Shanghai Synchrotron

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This is from WTAN on January 27, 2021. It seems as though the ICRD has been making quiet progress on the issue.

On another note. This quote is from January 27, 2021 and from PAGE 249 of this threat. There have been more than 800 pages since nearly 1 year ago. Amazing...