Chinese semiconductor thread II

[tokenanalyst]

Huawei applies for silicon carbide crystal growth patent​

Huawei Technologies Co., Ltd. disclosed a patent for "baffle, chip, SiC crystal, crystal growth furnace and growth method". The application publication number is CN117822097A, and the application date is September 28, 2022. .

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The patent abstract shows that the embodiments of the present application disclose a baffle, chip, SiC crystal, crystal growth furnace and growth method, which relate to the technical field of silicon carbide crystal and effectively improve the quality of the crystal. The specific plan is to set up a baffle in the crystal growth furnace. The channel of the baffle can change the movement direction of the gas phase source in the furnace, and change the movement direction of the gas phase source to obliquely upward, so that the gas phase source moves towards the facet of the seed crystal. Embodiments of the present application can increase the growth rate of crystals, increase the thickness and quality of crystals, and reduce microtube density. In addition, low-density graphite is selected as the baffle material. When the channel is blocked, the pores in the low-density graphite can allow gas to pass through, which can further reduce the content of inclusions in the crystal and improve the crystal quality.

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Currently, Huawei is making a comprehensive layout in the SiC industry. In terms of products, in April 2023, Huawei held a smart electric new product launch conference and released the "DriveONE new generation hyper-converged gold power platform" equipped with efficient SiC technology.

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According to Huawei, DriveONE's new generation hyper-converged gold power platform is the industry's most efficient mass-produced high-voltage synchronous assembly solution. Based on high-efficiency SiC modules and Huawei's motor simulation and optimization platform, Huawei has created the industry's most efficient CLTC with 92% CLTC efficiency. The operating powertrain is 1.5 percentage points more efficient than similar solutions in the industry; this platform supports both 750V and 900+V dual voltage adaptation, and can achieve extremely fast 4C charging on a 250A fast charging pile in 7.5 minutes. The battery SOC is increased from 30% to 80%, and the battery life is increased by 250km.

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[BoraTas]

I will drop a trivia knowledge. Gates on a logic circuit serve a specific purpose therefore only a small fraction of gates are doing useful work any given time. This is why things like having multiple cores, SIMD, hyperthreading, out of order execution, etc were this important. They keep a lot more of the gates busy. Then there are useless areas on a chip without much or any circuits. Think of these as useless areas in houses. They are too small or remote to fit anything. We usually put bunches of gates to these areas. These serve as back-ups for bug fixes. Once a chip goes into production, it is very expensive to have all new masks. It is much easier to change a single interconnect layer. The price difference can be 100x.

 

[tphuang]

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Q4 revenue for SICC was 420m RMB, more than all of 2022. Finally, it has turned a profit after a year and half o losses. I think much of this has been just due to high depreciation from all the capex it put in

Now, it's Lingang plant expects to achieve 300k wpy of sic substrate by 2026, first batch of products were delivered last year

a lot of these Chinese new capacity will be loss making for a couple of years just due to depreciation & revenue growth trajectory

 

[tphuang]

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Interesting graph here showcasing Suppliers for Sic Epitaxy Reactor in China in 2023. Some big domestic ones here with Naura, Crystal Grow, Naso Tech, CETC 48th institute & Sicentury (5 out of top 6 are domestic)

I don't know about other sections, but Chinese SMEs have pretty dominant market share now in SiC growth machine for substrate & Sic epitaxial machines now

 

[ansy1968]

You reap what you sow, first China ban the use of Intel and AMD in Gov't computer, Now the Chinese ordered its telecom carrier to do the same, It only shows the confidence regarding the massive progress of domestic substitute had achieved. I'll make a wager, by 2027 when SMIC N+4 3nm is being mass produced using a Chinese EUVL, the American will roll back all the sanction to protect its favored Child Intel, with a lot of money being spent they need to recoup those investment or we may see a big white elephant monument in Arizona for future tourist to visit....lol

China reportedly orders state-owned mobile carriers to replace foreign chips​

It will most likely cause heavy losses for Intel and AMD.​

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Contributing Reporter
Fri, Apr 12, 2024, 9:30 PM GMT+8·2 min read

Intel
Back in 2019, the FCC banned US carriers, which were then starting to deploy their 5G networks, from using subsidies to buy equipment from companies deemed a national security threat. Chinese manufacturers

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were at the top of that list. Now, China is implementing a similar measure: According to the

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, the Ministry of Industry and Information Technology has ordered state-owned mobile operators, including the two biggest carriers in the country, to phase out foreign chips.
The regulator has reportedly told China Mobile and China Telecom, along with all other state-owned carriers, to check their networks for any semiconductors that weren't manufactured locally. It then asked them to determine a timeline to replace them. The Journal's sources said that it's now possible to switch to domestic chips, thanks to improvements in their quality and performance over the past few years. Chinese companies like Huawei were forced to

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after getting hit by trade sanctions, in order to be self-sufficient and in case they're no longer able to import chips from the US and its allies. The Chinese government, in turn, is supporting their efforts and is

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to help the domestic semiconductor industry.

This latest move by China follows its ban on the

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in government computers. Prior to that, China also

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of US-made tech in all government institutions and public bodies and banned local firms

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made by US memory manufacturer Micron Technology. Intel and AMD will most likely suffer heavy losses from this latest development, since they provide most of the chips used for mobile networks around the world. China was also

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in 2023 and accounted for 27 percent of its revenue. In addition to losing some of their biggest customers, the companies will now have to face competition from Chinese manufacturers, as well.

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8 minutes ago — China reportedly orders state-owned mobile carriers to replace foreign chips · It will most likely cause heavy losses for Intel and AMD. · Related ...

 

[ansy1968]

And it gets better a 3nm Chip is within grasp. maybe in early 2026?

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10 hours ago — Advanced chip manufacturing and advanced packaging have now become the focus of attention in China. SMIC already confirmed that it had ...

 

[tokenanalyst]

Northern Huachuang's net profit in 2023 will surge by 65.73% year-on-year, and this year's Q1 is expected to increase by 75.77%-102.81% year-on-year.​

Northern Huachuang released a 2023 annual performance report stating that the annual revenue was 22.079 billion yuan, a year-on-year increase of 50.32%; the net profit attributable to shareholders of listed companies was 3.899 billion yuan, a year-on-year increase of 65.73%; After deducting non-recurring gains and losses, the net profit attributable to shareholders of listed companies was 3.581 billion yuan, a year-on-year increase of 70.05%.

Northern Huachuang said that compared with the same period in 2022, the company's new orders have increased significantly, its production capacity has increased significantly, and its performance has reached a new high. From 2021 to 2023, Northern Huachuang Group's operating income and net profit attributable to its parent company have increased for three consecutive years, with a compound annual growth rate of 51% for operating income and a compound annual growth rate of 90.23% for net profit attributable to its parent company.

Among various performance indicators in 2023, the main reason for the increase in operating income compared with the same period last year is that the company's main business has developed well and is used in dozens of core process equipment markets such as etching, thin film deposition, cleaning and furnace tubes in the integrated circuit field. Recognition continues to increase, process coverage and market share have increased significantly, and product sales have increased significantly year-on-year.

The main reason for the year-on-year increase in operating profit, total profit, net profit attributable to shareholders of listed companies, net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses, and basic earnings per share indicators is that while revenue is growing, continued Promoting cost reduction and efficiency improvement, diversified supply chain support capabilities have been continuously enhanced, mass production and delivery levels have been effectively improved, scale effects have gradually emerged, and expense rates have steadily declined.

On the same day, Northern Huachuang also released its 2024 Q1 performance forecast, stating that it is expected to achieve revenue of 5.42 billion yuan to 6.24 billion yuan, an increase of 40.01% to 61.19% over the same period last year; the net profit attributable to shareholders of the listed company is expected to be 1.04 billion yuan -1200 million yuan, an increase of 75.77%-102.81% over the same period last year; the net profit after deducting non-recurring gains and losses is expected to be 990 million yuan-1140 million yuan, an increase of 85.46%-113.56% over the same period last year.

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[tokenanalyst]

Not only equipment seems growing but EDA too

Banlun Electronics (Primarius) achieved revenue of 329 million yuan in 2023, and its R&D investment increased by 69.45% year-on-year.​

Banlun Electronics released its 2023 annual performance report, stating that the annual revenue was 329 million yuan, a year-on-year increase of 18.07%; the net loss attributable to shareholders of listed companies was 56.3156 million yuan, which turned from profit to profit year-on-year. The net loss attributable to shareholders of the listed company, excluding non-recurring gains and losses, was 66.6556 million yuan, turning from profit to loss year-on-year.

Banlun Electronics further explained that operating income in 2023 increased by 18.07% compared with the same period last year, mainly due to the expansion of product lines during the reporting period, enhancing product competitiveness, and the growth in EDA authorized tools, test instruments, and technology development solution business income.

The net cash flow generated from operating activities in 2023 was 51.0303 million yuan, a decrease of 27.43% from the same period last year, mainly due to the increase in cash received from selling goods being less than the wages paid for the increase in the number of employees and the increase in cash spent on purchasing raw materials.

The net profit attributable to the parent company in 2023 decreased by 225.46% compared with the same period last year, and the net profit attributable to the owners of the parent company after deducting extraordinary gains and losses decreased by 307.81% compared with the previous year, mainly due to the accrual of share-based payment expenses and the growth rate of R&D investment. Caused by higher.

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[tokenanalyst]

New testing and EDA products at SEMICON China


TESTING:


DTCO:

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[tokenanalyst]

Xinhuazhang (X-EPIC) and Woodpecker Semiconductor established in-depth EDA cooperation to create a complete RISC-V chip verification and testing solution​

Today, Xinhua Zhang, a domestic EDA technology leader, and Woodpecker Semiconductor, a global pioneer in integrated circuit verification technology, announced an exclusive strategic partnership. The two parties decided to jointly promote EDA's technical cooperation in the field of chip verification and testing, and are committed to providing complete verification and testing solutions for high-reliability processor chips, such as automotive chips based on RISC-V.

After the cooperation, the two parties will create a complete technical closed loop of verification and testing, debugging and diagnosis, and provide technical support for complex system chips from design, verification to testing.

Liang Zhongshu, head of RISC-V and ecological verification at DAMO Academy, said:
"Woodpecker Semiconductor has developed the industry's first solution based on QED technology that focuses on fully automatic verification of RISC-V CPUs. We are very happy to see the in-depth cooperation between Woodpecker and Xinhuazhang. We hope that by combining Xinhuazhang's verification platform, we can provide A complete RISC-V verification solution that is easier to use, more complete and performs better, further promoting the development of RISC-V."

Currently, chip verification is no longer just used for pre-silicon. Simultaneously improving the quality and effectiveness of post-silicon verification can bring competitive advantages in cost and time to any integrated circuit company.

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