Chinese semiconductor industry

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tokenanalyst

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Aim at semiconductor component investment! Equipment manufacturers such as Shengmei Shanghai and Tuojing Technology jointly established Zhongke Common Core​


Recently, four semiconductor equipment manufacturers, Tuojing Technology(Piotech), Zhongke Feichai, Microconductor Nano (LeadMicro), and Shengmei Shanghai (ACM Research), jointly established a joint venture company - Zhongke Common Core.

According to industrial and commercial information, Guangzhou Zhongke Common Core Semiconductor Technology Partnership (Limited Partnership) (hereinafter referred to as "Zhongke Common Core") was registered and established on December 12, 2023, with a registered capital of 180 million yuan.

Zhongke Gongxin is located in Guangzhou. It is an enterprise mainly engaged in the manufacturing of computers, communications and other electronic equipment. Its business scope includes: manufacturing and sales of semiconductor discrete devices; integrated circuit chip design and services, product manufacturing and sales; integration Circuit design, manufacturing and sales; electronic component manufacturing, wholesale and retail; power electronic component manufacturing and sales, etc.

From the perspective of ownership structure, Tuojing Technology, Zhongke Feichai, and Microguide Nano all hold 27.7624% of the shares; Shengmei Shanghai holds 16.6574%; the executive partner of Zhongke Gongxin is Guangzhou Zhongke Qixin Semiconductor Technology Limited liability company, holding 0.0555% of the shares.

According to the Science and Technology Innovation Board Daily, Zhongke Common Core will be positioned as an investment platform. The investment scope will focus on semiconductor equipment parts and will be mainly strategic investments.​
 

tamsen_ikard

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@donjasjit

For anyone who runs into the paywall

Nvidia’s New China Pickle: Customers Don’t Want Its Downgraded Chips​

Chinese buyers are pushing back against the lower-powered AI chips it hopes to sell to them in response to U.S. export curbs​

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Write to Raffaele Huang at [email protected]
According to this Article, Chinese companies will still buy 50% of Chips from NVIDIA. So, are they still going to buy those downgraded chips by the rate of 50%? Isn't it better to just buy in another country and smuggle it into China somehow?

Smuggling of NVIDIA chips should become a big business. Bigger than even the drug business.
 

tphuang

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According to this Article, Chinese companies will still buy 50% of Chips from NVIDIA. So, are they still going to buy those downgraded chips by the rate of 50%? Isn't it better to just buy in another country and smuggle it into China somehow?

Smuggling of NVIDIA chips should become a big business. Bigger than even the drug business.
i mean that's according to some analyst at trendforce. what does he know?

I think they get below 30% on Nvidia in a few quarters. IIRC, Huawei/Ascend is already up to 25% in Q3.
 

tphuang

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I’m wondering if we should make a new thread on this topic. We are at 3155 pages and could be very hard for people to navigate. We’ve had a lot of breakthroughs in 2023 so now is a good point to make a new one in my opinion. What do you guys think @tphuang @Blitzo?
I'm totally only board with this idea.

If @Blitzo is up for it too, we can create "Semi 2.0 thread"
 

Overbom

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Just a random thought that came up:
Is there a way to give some titles for our domain experts for semiconductors? There are some members who are professionals and know their stuff inside out. I think there should be a way to visualise that so everyone knows.

This should reduce some arguments where you have newbies arguing random stuff with domain experts, and better showcase their knowledge so everyone can immediately understand that they are talking with an expert.

Of course, if someone follows the thread long enough they have a good idea of who is who, so we might as well as make it official to eliminate this vagueness and make it immediately obvious to everyone who visits this thread even for the first time.
 

Blitzo

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I'm totally only board with this idea.

If @Blitzo is up for it too, we can create "Semi 2.0 thread"

I would be in support of it

I don't have access to a computer right now so can't easily do the whole new thread thing on the mobile browser, so you or anyone else can do so.

Maybe "Chinese semiconductor thread II" or something
 
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