Looks like it won’t be long before alibaba or everything else gets sanctioned by the West. Alongside new demands that the global community must bend the knee to the West.
Chinese semiconductor industry
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Looks like it won’t be long before alibaba or everything else gets sanctioned by the West. Alongside new demands that the global community must bend the knee to the West.
To be fair Ndivia Chips are the most advanced out there and they are tried and tested, so theres also familiarity i guess. Private Businesses don't really care about patriotism or whatever, just about efficiency/ROI etc. So if they think they can get away with it and it's best for them, then they will go with it. Unless the Chinese government comes up with a law that prevents them from doing so. .
The law will most likely come from the US government. Make the best with what you have now. This is like Huawei and ZTE hoarding CPUs before the hammer fell.
Buy the bulk right now and hopefully it will be enough to cross 2~3 years of domestic Semi conductor industry development.
The thing with Nvidia is not exactly their GPUs per se but the Nvidia software ecosystem. Baidu like google use their own processors to train their models, like google, Baidu has developed a probably pretty good hardware-software ecosystem but is only used internally. Other Chinese AI companies don't have the resources to create the own complete hardware-software ecosystem so they have to rely on other companies for that. Chinese GPUs companies as Nvidia CEO stated are creating impressive GPUs hardware, specially this company called Biren, but they lack in the software ecosystem and easy to use. The software ecosystem and easy to use compute standards is something Chinese GPUs companies need to work hard, if they expect their hardware to reach wider audiences.
Teikyo Semiconductor received tens of millions of investment from Yida Capital, and is a key equipment component manufacturer
According to news from Weiwang, recently, Yida Capital completed the leading investment of tens of millions of yuan in Teikyo Semiconductor Technology (Suzhou) Co., Ltd. (hereinafter referred to as Teikyo Semiconductor), and the funds will be used to increase Teikyo Semiconductor’s investment in research and development and production. Enhance market competitiveness.
On March 6, Teikyo Semiconductor, Yida Capital, and Su Gaoxin Financial Holdings reached a three-party strategic investment intention and signed a contract. At the same time, Teikyo Semiconductor Suzhou R&D Center was also unveiled on the same day.
Founded in 2017, Teikyo Semiconductor is an enterprise focusing on the manufacturing of key components of semiconductor equipment. It focuses on the surface treatment technology of vacuum components of semiconductor equipment, and integrates materials engineering, machining, precision testing, clean packaging and other technologies to create a one-stop A service platform that responds quickly to customer needs.
According to the news from Yida Capital, the main products of Teijing Semiconductor are the reaction chamber and key components of semiconductor etching machines. Through the use of self-developed ultra-high cleanliness cleaning technology, the products have reached the international leading ultra-cleanliness and corrosion resistance standards, breaking the international giants in the IC industry. China's monopoly on key components such as etching chambers for equipment. Li Jiao, chairman of Teikyo Semiconductor, introduced that the 1,500-square-meter R&D center has been put into use recently, mainly for the research and development of new technologies and materials, and testing of high-end instruments and new materials.
Teijing Semiconductor has a R&D center in Suzhou High-tech Zone, and production bases in Nantong and Tianjin.
On April 16, an investment promotion conference was held in Jinnan District, Tianjin, and the etching reaction chamber project of Teikyo Vacuum Technology (Tianjin) Co., Ltd. was signed.
SAIC Group intends to participate in the establishment of a fund of 6 billion yuan to increase the ecological layout of the semiconductor field
SAIC Group issued an evening announcement on June 19. In order to further improve the company’s expansion, flexibility and integrity in the layout of the automobile industry, the company and its subsidiary SAIC Financial Holdings plan to jointly invest in “Shanghai SAIC Motor” with Hengxu Capital and Shangqi Capital. Xinju Venture Capital Partnership (Limited Partnership)”, with a total subscribed capital of 6.012 billion yuan, of which SAIC Motor subscribed a capital of 6 billion yuan.
According to the announcement, the investment fields of Shanghai SAIC Xinju Venture Capital Partnership (Limited Partnership) include the upstream and downstream of the semiconductor industry chain and the relevant targets of key technology products related to chips driven by intelligent, electrified, and connected cars.
According to SAIC, the company and its subsidiary SAIC Financial Holdings participated in the investment of this fund, mainly by taking advantage of the advantages of professional investment institutions, promoting deep cross-industry integration through professional investment management teams, improving the ecological layout of the chip industry, and accelerating the localization of automotive chips. , continuously promote ecological synergy, and continue to ensure the safety of the industrial chain, which is in line with the company's development strategy.
Can’t access the paid article. What DUV are sanctioned?
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