Chinese semiconductor thread II

[gotodistance]

https://twitter.com/i/web/status/2073713080588980439

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Korean article on China's memory chip progress. I posted about CXMT above, but YMTC portion also interesting

• YMTC holds 119 core patents in W2W (Wafer-to-Wafer) hybrid bonding technology
• Comparison: Samsung 83 patents, SK Hynix only 11 patents (as of 2023)
• YMTC commercialized its proprietary "Xtacking" architecture from 160-layer to latest 270-layer products
• Samsung had to sign a patent license agreement with YMTC to develop its next-gen V10 (430+ layer) triple-stack NAND
• This is a reversal — the Korean leader licensing from the Chinese upstart

Koreans also do not trust Chinese news in the Korean media because most of the media in Korea write it with anti-China. Along with the above news, they also posted anti-China news to stimulate Koreans. Repeatedly broadcast news that China is stealing Korean technology or Korean engineers. Don't trust Korean trash news 100% of the time.

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[tphuang]

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Garen Semi/嘉伦半导体 has put world's first 6 and 8-inch Gallium Oxide epitaxial wafer production line into operation and have already delivered the first batch of 6-inch (100 type) wafers to domestic chipmakers.

 

[sunnymaxi]

According to a new review of the ThinkBook 14 G9 by Notebookcheck, Chinese PC maker Lenovo has, for the first time, begun shipping globally configured laptops equipped with YMTC-made SSDs.

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[tphuang]

https://twitter.com/i/web/status/2073830379409014902

Huawei is entering Korean market and apparently 950PR is selling for 1/4 the price of H-20 (which implies around $2500 to $3000). That's quite the undercutting.

 

[tphuang]

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Shanghai Biren Tech looking to raise 7B HKD in HKSE thru shares placement @ 46.2 HKD. To be used for next generation product development, including SuperPoD, high end tech R&D and such.

 

[tphuang]

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北京信息 photonics chips platform has entered production in Beijing development zone. Ittook just 6 months for this project to complete construction and enter production.

 

[henrik]

China memory module giant’s first-half profit set to jump more than 600-fold

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[Pinko]

Seems long time no talk on Chinese EUV development, recently Diploma published an article discussing this:

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[tokenanalyst]

Seems long time no talk on Chinese EUV development, recently Diploma published an article discussing this:

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The moment I read "Chris Miller" in the article I stopped reading. Is just another think tank stooge time waster.

There is ZERO technical research in the article. Nothing about Masks, Pellicles, inspection tools. That fact they say only Tsinghua is making EUV PR is idiotic, I posted dozen of EUV PR patents from establish PR companies in China

 

[PopularScience]

EBI successfully delivered to 7nm line.