Chinese semiconductor industry

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antiterror13

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Good for Loongson. partnering up with Gansu Qingyang, which is one of the 8 clusters of the 东数西算
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Should give them good number of orders
And maybe this opens the door for other data centers to use Loongson chips. Although, I think the greatest help is if HW partners up with them since HW is somewhat at a dead end in ARM design without access to 9.0

Wondering whether the ban of latest ARM designed only to Huawei or to all Chinese companies? I do hope to all Chinese companies
 

FairAndUnbiased

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This is actually about SMECS, not SMIC.
It would be a problem if SMIC is getting 70% of their revenue from IGBTs and MEMS



There are plenty of hardworking Americans actually. But we actually work for higher salaries rather than whatever TSMC pays. This is not Taiwan where semiconductor industry pays like 4x everything else. So when people join TSMC, they know they have to work hard. In America, the best and hardest working are doing startup software companies, finance, lawyers or doctors. Nobody is going into chipmaking, because nobody grew up wanting to making chips. And most people willing to work those hours are in the northeast, not in Arizona.

Another case of Taiwanese management clueless about American culture.
There's a reason why I post during work hours. I take a long lunch. I eat slowly due to the stress. I see nothing wrong. I also need frequent breaks. For the stress. Semiconductor is stressful.

All this is of course built into the price of the equipment and services we sell. Now you know why western stuff is always much more expensive than Chinese, Japanese or Korean.
 

tokenanalyst

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CMOS-compatible electrochemical nanoimprint: High throughput fabrication of ordered microstructures on semiconductor wafer by using a glassy carbon mold.​


-Department of Mechanical and Electrical Engineering, School of Aerospace Engineering, Xiamen University, Xiamen 361005, China
-Key Laboratory of Physical Chemistry of Solid Surfaces (PCOSS), Engineering Research Center of Electrochemical Technologies of Ministry of
-Education, Department of Chemistry, College of Chemistry and Chemical Engineering, Xiamen University, Xiamen 361005, China
-Institute of Machinery Manufacturing Technology, China Academy of Engineering Physics (CAEP), Mianyang, 621900 Sichuan, China

Abstract​

Metal assisted chemical etching (MACE), as an emerging wet chemical etching method for fabricating semiconductor micro/nano-structures (MNS), has attracted wide attentions because of the advantages of simple processes, high accuracy and no damages. However, the conventionally used noble metal catalysts (such as Au, Pt,) trapped in the micro/nano-structures are difficult to be removed or reused, not only harming the electronic performances of the CMOS devices but also increasing the fabrication cost. Here, we propose an electrochemical nanoimprint strategy by using a glassy carbon (GC) imprint mold. To overcome the poor electrocatalytic activity of GC, the GC imprint mold was connected to a Pt sheet in the cathodic chamber. To avoid the contaminations of metal and metallic cations in the fabricated MNS, the cathodic chamber was separated from the anodic one by a proton exchange membrane. By optimizing the technical parameters, including the contact pressure between GC imprint mold and GaAs wafer, the concentration of electron acceptor in the cathodic chamber, the imprinting time, etc., a remarkable corrosion rate of about 130 nm/min was achieved, comparable with that of platinum electrocatalyst. Furthermore, by using a GC imprint mold in the spatially separated corrosion cell, the contaminations caused by both the metal catalysts and metallic ions can be eliminated. Thus, this work provides a potential approach to the high throughput fabrication of CMOS-compatible semiconductor microdevices.

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FriedButter

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I'm really curious what kind of margins YMTC is getting, because its fabbing 4TB SSDs that's selling for under 1000 RMB
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The demand for SSD must still be really weak, because I don't think YMTC is actually producing more wafers.

Who is the DAMO company? How big are they or are they a new company? I tried looking it up but couldn’t find anything. They could be taking a loss to gather some marketshare and create brand recognition. YMTC margins may not necessarily be taking any impact from it.
 

horse

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It's possible what Jensen's now saying about China are words relayed to him from other people. He's American and so is capable of saying certain things a Taiwanese CEO cannot.

1. What the CEO of NVIDIA said recently in the press, is nothing new, radical, nor surprising, it was just common sense and logical. If some Americans in Washington DC found it surprising, that just shows how disconnected Washington DC is, and nothing more. The gap in understanding between Washington DC and a fab, is just too wide.

2. This thing could be a lot closer to FUBAR than anyone would care to admit.
 
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henrik

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I'm really curious what kind of margins YMTC is getting, because its fabbing 4TB SSDs that's selling for under 1000 RMB
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The demand for SSD must still be really weak, because I don't think YMTC is actually producing more wafers.

Are these ssd from YMTC?

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tphuang

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This kind of stuff makes me wonder how many Chinese phones are using Micron products rather than YMTC SSDs or even DRAMs produced by Samsung/SK in China
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it would make sense for companies like Honor to move off Micron if they want to not be banned in the future from Chinese govt or SOE issued phone contracts. It seems to me the next move is to just prevent corporate phones from using Micron products, that would actually force even iPhone to not use Micron. Since iPhone is unlikely to make a phone just for greater China market, the non-Micron iphones would probably expand to most of APAC region

I think that's likely the next shoe to drop in terms of ramping up sanctions. But even without further notifications, Chinese phone & PC makers likely getting pressured by govt to no longer use Micron products. All of this is good for YMTC
 

tokenanalyst

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Equipped with domestic SiC, this car breaks the Guinness record​


On June 6, Sany Group's electric heavy-duty truck "Mota 1165" launched its maiden voyage on the road. It set off from Changsha to Shenzhen, and recorded the whole process live. The goal is to "conquer 800 kilometers with one charge " .
On June 7, Mota 1165 drove into the Shenzhen Park and successfully set a Guinness World Record for a semi-trailer electric truck - 817.5 kilometers on a single charge. Guinness officially issued a certificate to Sany Group on the spot.
MBXY-CR-146c063936a041cc03829262e7a252e7.png

It is reported that the energy consumption of the Mota 1165 is less than 135kWh/100km, and the operating cost is less than 1 yuan/km. Compared with fuel vehicles, it can pay back the cost in 3 years and earn nearly one million yuan more in 5 years . In terms of charging, the Magic Tower 1165 is equipped with 4 fast charging ports, and the charging time from 10% to 90% is about 1.5 hours.
Based on such achievements, a total of 6 logistics companies and Sany Heavy Truck ordered 138 Mota 1165 units that day.
According to Esprin, the electric control of Mota 1165 adopts the company's latest 800V high-voltage platform silicon carbide dual-motor controller , and uses a 1700V SiC MOSFET module, with a total power of 550kW.

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