Chinese semiconductor thread II
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Another semiconductor ceramic parts project settled in Wuhan
March 6 that Wuxi Zhuoci Technology Co., Ltd. (hereinafter referred to as Zhuoci Technology) signed a contract with the East Lake High-tech Zone to establish the Zhuoci Technology Wuhan R&D and Production Base project
Wuxi Zhuoci Technology Co., Ltd. (hereinafter referred to as Zhuoci Technology) signed a contract with the East Lake High-tech Zone to establish the Zhuoci Technology Wuhan R&D and Production Base project in Optics Valley. The signed project is located in the Donghu Comprehensive Bonded Zone. Zhuoci Technology will invest in establishing a subsidiary in the central China region to produce core components such as electrostatic chucks, ceramic heaters and other products to serve Wuhan and surrounding wafer manufacturers.
According to public information, Zhuoci Technology was established in 2021 and focuses on the research and development and production of ceramic components in the pan-semiconductor field. The products it produces are widely used in semiconductors (integrated circuits), liquid crystal panels, nanomaterials , electronic medical, aerospace and other industries. The core team of Zhuoci Technology has rich experience in semiconductors, liquid crystal displays, new energy and other fields. The company has successively carried out in-depth cooperation with many universities, research institutes, etc. The industry-university-research cooperation covers most of the company's existing and future material systems, targeting yttrium oxide structural parts and spraying, aluminum nitride, conductive ceramics, low dielectric loss ceramics, silicon carbide and other advanced ceramic powder materials; electrostatic chucks, heaters, APS, PVD coatings and other core parts and components. R&D strategies are deployed. Its products have entered domestic first-class manufacturers such as Huawei and are widely used in semiconductors, display panel equipment, etc., with semiconductor business accounting for about 80%.
Single-quarter revenue exceeds 1.7 billion! Electronic ceramics manufacturer Sunlord Electronics releases 2024 performance report!
Relying on the steady growth in traditional stock market application fields such as mobile communications and consumer electronics, and the sustained strong and rapid growth in emerging strategic markets such as automotive electronics and data centers, the company achieved operating income of 5.897 billion yuan in 2024 , an increase of 16.99% over the same period last year ; the net profit attributable to shareholders of listed companies was 832 million yuan , an increase of 29.91% over the same period last year ; the net profit after deducting extraordinary gains and losses was 781 million yuan, an increase of 31.96% over the same period last year. It should be emphasized that in 2024, the company's full-year sales revenue hit a record high. The revenue in the second, third and fourth quarters consecutively set a new quarterly record for Sunlord Electronics. Among them, the fourth quarter's quarterly revenue reached RMB 1.702 billion , achieving the first time that the quarterly revenue exceeded RMB 1.7 billion.
Sunlord Electronics is mainly engaged in the research and development, design, production and sales of new precision electronic components. Its main products cover eight series, including inductors, electronic transformers, power magnetic devices, electromagnetic compatibility components, low temperature co-fired ceramic (LTCC) components, circuit protection devices, sensors, and precision ceramics .
You don't need the technical knowledge because the stooge doesn't have it either, is just clownish mumbo jumbo. He doesn't understand or care to understand AI or semiconductors or his own life for that matter. Like most of that things that Think Tankers write is a extremely superficial crap, mostly what he read in MSM and other stooges told him in twitter, crap that is only good for US politicians who are not intelligent enough or discipline enough to do or pay for their own research.
This isn’t for the stage. It’s for optics calibration.
It does have some historical information on the events that is rather interesting. Beside the usual China x years behind, SMIC 40% yield is a lie, FT reported the wrong number, it’s still 20% according to CSIS insiders etc. To make the post smaller. I’ll put the quotes under the spoiler feature.
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The Biden Admin had assumed 2 things. China would only have access to V100 chip and Nvidia would need several years to develop an AI chip that was compliant with restrictions
Government sources told CSIS that the U.S. government knew that these restrictions would prevent Nvidia from shipping its (at the time) market-leading A100 chip and upcoming H100 chips. They inferred that Chinese customers would be restricted to using the V100, which was first introduced in 2017 and has significantly lower performance than its successors. Additionally, the U.S. government assumed that, if Nvidia were to develop a new chip specifically for the Chinese market that exceeded export control performance thresholds in one metric but not the other, this would require the typical multiyear AI chip development timeline.
What the U.S. government architects of the October 2022 export control policy did not realize, however, was that Nvidia had a mechanism for post-manufacturing modification of its existing chip products. Specifically, each Nvidia chip is designed for redundancy, recoverability, and defect tolerance to minimize the impact of manufacturing defects. Such defects are a significant concern in the advanced node semiconductor industry, and designing chips to mitigate their potential impact is near universal.
What the U.S. government architects of the October 2022 export control policy did not realize, however, was that Nvidia had a mechanism for post-manufacturing modification of its existing chip products. Specifically, each Nvidia chip is designed for redundancy, recoverability, and defect tolerance to minimize the impact of manufacturing defects. Such defects are a significant concern in the advanced node semiconductor industry, and designing chips to mitigate their potential impact is near universal.
Industry sources confirmed to CSIS that Nvidia blew fuses on A100 chips to reduce their interconnect speed (but not their processing power) below the export control performance thresholds, thus creating the A800 product lines.
According to reporting by The Information, the performance of the A800 and H800 chips was close enough to the performance of the originals that there was effectively no demand for large-scale AI chip smuggling to China during the period in which A800s and H800s were available.
According to reporting by The Information, the performance of the A800 and H800 chips was close enough to the performance of the originals that there was effectively no demand for large-scale AI chip smuggling to China during the period in which A800s and H800s were available.
H100 smuggling operations began in early 2024 and by mid 2024. Transactional volume had reached +$800 million dollars with Chinese clients.
by early 2024, large-scale H100 chip smuggling operations were underway.
In mid-2024, journalists at The Information interviewed participants in eight distinct H100 smuggling networks, each of which provided evidence that they had completed Chinese transactions worth more than $100 million.
These networks continue to be active, with increasingly sophisticated techniques for evading detection. For example, a December 2024 investigation by The Information found that
When notified of an upcoming inspection, smugglers have duplicated the serial numbers of the servers with Nvidia chips they’ve purchased from Supermicro [and already smuggled to China] and attached them to other servers they had access to.
In mid-2024, journalists at The Information interviewed participants in eight distinct H100 smuggling networks, each of which provided evidence that they had completed Chinese transactions worth more than $100 million.
These networks continue to be active, with increasingly sophisticated techniques for evading detection. For example, a December 2024 investigation by The Information found that
When notified of an upcoming inspection, smugglers have duplicated the serial numbers of the servers with Nvidia chips they’ve purchased from Supermicro [and already smuggled to China] and attached them to other servers they had access to.
Apparently, SMIC achieved 50,000 WPM of 7nm by either the end of 2024 or 2025. CSIS posted 2 different dates.
As a result of the successful in-country equipment transfer, SMIC expects to achieve 50,000 7 nm WPM by the end of 2024.
Sources told CSIS that SMIC was targeting 50,000 WPM of 7 nm specifically by the end of 2025. It is unclear whether this means that 7 nm production will now also take place at SN1 or whether SMIC has figured out a production process and equipment configuration that allows them to squeeze more production capacity than expected into SN2.
Sources told CSIS that SMIC was targeting 50,000 WPM of 7 nm specifically by the end of 2025. It is unclear whether this means that 7 nm production will now also take place at SN1 or whether SMIC has figured out a production process and equipment configuration that allows them to squeeze more production capacity than expected into SN2.
Why in the world are you assuming that the dummies at CSIS are correct about these numbers?
The idea that somehow CSIS knows the Ascend yield or 7nm capacity is laughable.
The idea that they know China's smuggling of H100 is laughable also.
I'm going to have shut down this discussion, because we are again having a debate upon garbage source.
why are you posting this crap?
