Chinese semiconductor industry

Chinese Minister of Commerce Wang Wentao met with ASML CEO Peter Wennink on On March 28...

Wang Wentao expressed the hope that ASML will strengthen its confidence in trade and investment cooperation with China, make positive contributions to China-Netherlands economic and trade cooperation, and jointly maintain the stability of the global semiconductor industry chain and supply chain. The two sides also exchanged views on ASML's development in China and other issues..

I interpret this to mean that ASML is willing to find ways around the restrictions, just like Nvidia did, but I could totally be wrong.

Chengdu Xihua Science and Technology Advanced Semiconductor Materials and Equipment Industrialization Base Project Signed and Landed​

I wonder how closely ASML keeps track of China's EUV development.

SMIC's revenue in 2022 will exceed US$7.2 billion to achieve the best annual performance​

On March 28, SMIC, a leading wafer foundry in mainland China, released its 2022 annual financial report. SMIC's total revenue in 2022 will be US$7.27 billion, a year-on-year increase of 33.6%. The profit attributable to shareholders of listed companies will reach US$1.818 billion, and the gross profit will be US$2.762 billion, a year-on-year increase of 64%. achievement.

In 2022, SMIC's total output will reach 7.511 million pieces of 8-inch wafers, and the monthly wafer production capacity will be 714,000 pieces of 8-inch wafers. The number of wafers sold increased by 5.2% to 7.098 million pieces from 6.747 million pieces in the previous year, equivalent to 8-inch wafers. The average selling price increased to $949 from $738 a year earlier. Wafer foundry business revenue was US$6.7356 billion, a year-on-year increase of 35.2%.

SMIC's R&D investment in 2022 will increase from US$638.8 million in the previous year to US$733.1 million, and the number of R&D personnel will increase from 1,758 in 2021 to 2,326. In 2022, the research and development achievements will mainly include the 28nm high-voltage display drive process platform, the first phase of the 55nm BCD platform, the 90nm BCD process platform and the 0.11-micron silicon-based OLED process platform. As of the end of 2022, SMIC has applied for a total of 18,799 patents and authorized 12,869 patents. The number of patent applications and authorized patents are both leading the semiconductor industry in mainland China.

Puyuan Precision Electric's "Rigol" net profit will become positive in 2022, and the stock will cancel the special mark U on March 30​

According to news from Weibo, on the evening of March 28, Puyuan Precision Electronics released its 2022 annual report. During the reporting period, the company achieved operating income of 631 million yuan, a year-on-year increase of 30.30%; net profit attributable to the parent company was 92.4884 million yuan, turning losses into profits compared with the previous year; basic earnings per share were 0.83 yuan per share. In terms of a single quarter, the company achieved operating income of 216 million yuan in the fourth quarter, a quarter-on-quarter increase of 41%; net profit attributable to the parent was 42.35 million yuan, a quarter-on-quarter increase of 96%. In order to repay the majority of investors, the company plans to distribute a cash dividend of 7 yuan for every 10 shares to all shareholders, and at the same time, increase 4.8 shares for every 10 shares to all shareholders by converting capital reserves into share capital.

It is reported that at present, Puyuan Precision Electronics meets the situation of "an unprofitable company realizes profit for the first time when it is listed". The company's A-share stock will cancel the special mark U on March 30, and the A-share stock code 688337 will remain unchanged.

Puyuan Jingdian said that high-end products continue to develop. The sales of the company's high-end products have achieved rapid growth worldwide, among which the sales amount of domestic high-end products increased by 80.15% year-on-year, and the sales amount of overseas high-end products increased by 157.07% year-on-year.

The sales amount of the company's high-end digital oscilloscopes (referring to the highest bandwidth ≥ 2GHz) increased by 98.14% year-on-year. The company's 5GHz bandwidth flagship digital oscilloscope DS70000 series increased by 521.84% year-on-year, showing a rapid growth trend. The company's 2GHz bandwidth digital oscilloscope MSO8000/R series increased by 50.21% year-on-year, and has maintained rapid growth for three consecutive years since its release. At the same time, the new products DHO4000 and DHO1000 series of high-resolution digital oscilloscopes released in the third quarter of this year have started global shipments at the end of the third quarter, providing new momentum for revenue growth.

tacoburger said:

I wonder how closely ASML keeps track of China's EUV development.

Click to expand...

Let's just put it this way: If the non-classified information regarding Chinese EUV development were a person, then ASML uses a Carl Zeiss microscope to constantly measure the lengths of every hair on this person's balls at all times.

tokenanalyst said:

SMIC's revenue in 2022 will exceed US$7.2 billion to achieve the best annual performance​

On March 28, SMIC, a leading wafer foundry in mainland China, released its 2022 annual financial report. SMIC's total revenue in 2022 will be US$7.27 billion, a year-on-year increase of 33.6%. The profit attributable to shareholders of listed companies will reach US$1.818 billion, and the gross profit will be US$2.762 billion, a year-on-year increase of 64%. achievement.

In 2022, SMIC's total output will reach 7.511 million pieces of 8-inch wafers, and the monthly wafer production capacity will be 714,000 pieces of 8-inch wafers. The number of wafers sold increased by 5.2% to 7.098 million pieces from 6.747 million pieces in the previous year, equivalent to 8-inch wafers. The average selling price increased to $949 from $738 a year earlier. Wafer foundry business revenue was US$6.7356 billion, a year-on-year increase of 35.2%.

SMIC's R&D investment in 2022 will increase from US$638.8 million in the previous year to US$733.1 million, and the number of R&D personnel will increase from 1,758 in 2021 to 2,326. In 2022, the research and development achievements will mainly include the 28nm high-voltage display drive process platform, the first phase of the 55nm BCD platform, the 90nm BCD process platform and the 0.11-micron silicon-based OLED process platform. As of the end of 2022, SMIC has applied for a total of 18,799 patents and authorized 12,869 patents. The number of patent applications and authorized patents are both leading the semiconductor industry in mainland China.

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on this annoyed the heck out of me. I was so looking forward to look up the subsidiary revenue breakdown to see ow SMSC has been doing and they did not publish breakdown by subsidiary!

Now, my morning is ruined. Here is what I had calculated:

2020 total 139.2M
2021H1 219.2M
2021H2 472.6M
2021 total 691.8M
2022H1 807.9M

Starting from nearly 0 at start of 2021. Revenue likely 20M by end of 2020
Starting from 25M in Jan 2021, revenue likely 45M in June 2021
Starting from 50M in July 2021, revenue likely 105M in Dec 2021
Starting from 115M in Jan 2022, revenue likely 160M in June 2022 (if we assume lower # in Apr for COVID)

Wafer revenue
$4000 for 12/14nm
$6000 for 10nm
$9500 for 7nm

140M from wafer sales in June. May 20M from other stuff? What else can SMSC get money from?
Let's assume $5k for 12nm $10k for 7nm

5K 7nm x 11k = $50 million
90M / 5K = 18k wpm

so I was estimating about 18k wpm of 12/14nm + 5k wpm of 7nm by June
And was expecting 18k wpm 12/14nm + 7k wpm of 7nm by end of the year.

Now, this just gets even more opaque

　　Guolin Semiconductor was invited to participate in this conference and demonstrated core technology products such as semiconductor-grade ozone gas generators, ozone water generators, and ozone water-soluble concentration detectors for thin-film deposition in front-end processes and wet cleaning .

　　As the only professional company in China that has truly mastered all the core technologies of ozone, Guolin Semiconductor has received extensive attention from the industry at the exhibition. Many enterprises have expressed their recognition of Guolin and their willingness to cooperate with domestic alternatives , hoping to carry out extensive and in-depth cooperation with Guolin.

　　The company will always be committed to continuously improving the technical level of China's semiconductor ozone equipment and contributing to the development of localization of semiconductor equipment . Do not forget the original intention , forge ahead , and join hands with Chinese semiconductor companies to advance together !

tphuang said:

on this annoyed the heck out of me. I was so looking forward to look up the subsidiary revenue breakdown to see ow SMSC has been doing and they did not publish breakdown by subsidiary!

Now, my morning is ruined. Here is what I had calculated:

2020 total 139.2M
2021H1 219.2M
2021H2 472.6M
2021 total 691.8M
2022H1 807.9M

Starting from nearly 0 at start of 2021. Revenue likely 20M by end of 2020
Starting from 25M in Jan 2021, revenue likely 45M in June 2021
Starting from 50M in July 2021, revenue likely 105M in Dec 2021
Starting from 115M in Jan 2022, revenue likely 160M in June 2022 (if we assume lower # in Apr for COVID)

Wafer revenue
$4000 for 12/14nm
$6000 for 10nm
$9500 for 7nm

140M from wafer sales in June. May 20M from other stuff? What else can SMSC get money from?
Let's assume $5k for 12nm $10k for 7nm

5K 7nm x 11k = $50 million
90M / 5K = 18k wpm

so I was estimating about 18k wpm of 12/14nm + 5k wpm of 7nm by June
And was expecting 18k wpm 12/14nm + 7k wpm of 7nm by end of the year.

Now, this just gets even more opaque

Click to expand...

39% of their revenue come from their smartphone-home business and usually those processors are made in a 28nm and below process node.