Chinese semiconductor industry

GiantPanda said:

Sounds like let rumors fly and then see.

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I think there is no question YMTC is facing some troubles and could be losing people.

escobar said:

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Is there any chinese companies in photoresist and mask related tools?

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I posted about photoresist 1 post before yours!

I can't say I disagree with him here on his overall point. China will have enough DUVi to produce all the CPUs they need. Of course, he doesn't know enough about where China is at with all these things that he wants to be sanctioned.

here Is the breakdown I did for their CPU need. Even with 50k wpm, they can fulfill half of this need.

tonyget said:

As I understand it, there is no domestic ArF photoresist been mass-produced yet

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Sure, that's why they said it's being qualified right now. We are right now trying hard to figure out which part of the process they are still relying on imports. Looks like there are domestic products being developed everywhere, but it will take time for these things to be validated and mass produced. But news of the new Hefei plant (two phases) that will like triple production of photoresist is good news. IIRC, there was another company doing photoresist @tokenanalyst ?

Huawei Whisper is at it again. Guessing that 70% chance Huawei will launch 5G Kirin chip this year in the second half most likely.

Both WAT testing machine and EDA business revenue have increased significantly​

Jiwei.com News On January 29, Guangliwei issued a performance forecast stating that the company expects to achieve a net profit attributable to shareholders of listed companies of 110 million to 130 million yuan in 2022, a year-on-year increase of 72.56%-103.93%. 64 million yuan.

At the same time, Guangliwei expects to achieve a net profit of 93 million yuan to 110 million yuan after deducting non-recurring gains and losses in 2022, a year-on-year increase of 84.71%-118.48%, and a profit of 50 million yuan in the same period last year.

Regarding the reasons for the increase in net profit, Guangliwei said that during the reporting period, although the international environment of the industry was complicated, the company continued to increase R&D investment and market development efforts, and its products and technologies were further recognized by customers. The number of customers and the contribution value per customer Both have been greatly improved, and the operating income growth rate is about 75%-85%.

Among them, the company's hardware sales business based on WAT testing machines has obtained bulk purchase orders from major customers, achieving a substantial increase in sales revenue, product performance has been fully recognized and affirmed, and market share has increased rapidly. At the same time, the company's software sales business, which mainly focuses on EDA tool authorization and yield improvement services, has obtained continuous repurchase from existing customers, made great progress in the development of new customers, and achieved steady growth in operating income.

tphuang said:

there was another company doing photoresist @tokenanalyst ?

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PopularScience said:

Nanda Optoelectronics: ArF photoresist products have been verified by two companies.

1 memory and 1 logic

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I found it here. Nanda's photoresist products is also being verified by two companies right now.

Pacific Semiconductor Quartz Materials (Phase III) project started​

Jiweiwang news, on January 28, 2023, Lianyungang, Jiangsu Province will hold a centralized start-up activity for key industrial projects in the city, and the Jiangsu Pacific Semiconductor Quartz Material (Phase III) project is listed.
Donghai County micro-platform information shows that the project was invested and constructed by Jiangsu Pacific Quartz Co., Ltd. with a total investment of 3.2 billion yuan. The new production workshop, storage and auxiliary buildings are about 120,000 square meters, and the purchase of production, inspection, packaging and public auxiliary equipment totals 943 units (sets), can form an annual production capacity of 60,000 tons of high-purity quartz sand, 150,000 tons of semiconductor-grade high-purity quartz sand, and 5,800 tons of semiconductor quartz products.

A PCB project in Shenzhen has started

Any idea why Hua Hong isn't joining the FinFET League? It would be great if two domestic companies are also competing with eachother. Look at Xiaomi, Huawei and Oppo. They overrun all the most prominent companies like Samsung, LG, HTC, Sony by competing with each other domestically

Wahid145 said:

Any idea why Hua Hong isn't joining the FinFET League? It would be great if two domestic companies are also competing with eachother. Look at Xiaomi, Huawei and Oppo. They overrun all the most prominent companies like Samsung, LG, HTC, Sony by competing with each other domestically

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Hua Hong had joined FinFET League 2 years ago. I believe now the yield have improved a lot and ready to produce more complicated CPU.

Over 10 billion yuan ultra-precision high-end manufacturing industrial base begins construction in Hunan, containing high-purity rare earth metals and its sputtering target industrialization project

tphuang said:

Sure, that's why they said it's being qualified right now. We are right now trying hard to figure out which part of the process they are still relying on imports. Looks like there are domestic products being developed everywhere, but it will take time for these things to be validated and mass produced. But news of the new Hefei plant (two phases) that will like triple production of photoresist is good news. IIRC, there was another company doing photoresist @tokenanalyst ?

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They have been validating ArF photoresist for three years already，and still validating as we speak. Looks like the "pass standard" for photoresist is even more strict than equipments.