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Opinionated - China Chipping Away to Semiconductor Dominance

Did China government finally shoot it down? same like with qualcomm and nxp case?
probably not gonna shoot it down, because china has a lot of startups and big guys like the BAT doing ai chips. deephi has the least funding compare to others with hundreds of millions or billions. they probably wouldn't survive on their own. still, i prefer they merged with local company, not american. :D
 
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probably not gonna shoot it down, because china has a lot of startups doing ai chips. deephi has the least funding compare to other startups with hundreds of millions or billions. they probably wouldn't survive on their own. still, i prefer they merged with local company, not american. :D


Chinese government should encourage her domestic tech company like tencent or alibaba to acquire deephi rather than let it be taken over by US.
 
Tsinghua Unigroup to buy France’s Linxens
Source:Reuters-Global Times Published: 2018/7/25 21:53:42

China's top State chip manufacturer Tsinghua Unigroup has signed a deal to acquire French smart chip components maker Linxens for about 2.2 billion euros ($2.6 billion), five people with direct knowledge of the matter said.

Tsinghua's acquisition of Linxens from private equity group CVC is still pending regulatory clearance, three of the sources said, adding regulators in France, Germany and the company's union need to approve the deal.

The authorities are not expected to object, the sources said on condition of anonymity as the information is confidential.

Tsinghua and Linxens did not respond to requests for comment.
 
Tsinghua Unigroup to buy France’s Linxens
Source:Reuters-Global Times Published: 2018/7/25 21:53:42

China's top State chip manufacturer Tsinghua Unigroup has signed a deal to acquire French smart chip components maker Linxens for about 2.2 billion euros ($2.6 billion), five people with direct knowledge of the matter said.

Tsinghua's acquisition of Linxens from private equity group CVC is still pending regulatory clearance, three of the sources said, adding regulators in France, Germany and the company's union need to approve the deal.

The authorities are not expected to object, the sources said on condition of anonymity as the information is confidential.

Tsinghua and Linxens did not respond to requests for comment.

If the US is not available for acquisitions, Europe is. Thus, naturally, China moves where more plausible options are.

No wonder investment into the US declined more than 90%.
 
Yangtze Memory Technologies to Debut New 3D NAND Architecture and Deliver Keynote at Flash Memory Summit 2018
Date: 2018-07-25

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New entrant to participate in the high-entry-barrier NAND flash memory industry with its innovative patent-pending XtackingTM architecture

Wuhan, China, July 25, 2018 - Yangtze Memory Technologies Co., Ltd (YMTC), a new player in the NAND industry, will be joining Flash Memory Summit this year for the first time, delivering a much-anticipated keynote address to reveal its ground-breaking technology - XtackingTM. YMTC is the first Chinese company to take part in the high-entry-barrier NAND flash memory industry with its new architecture for unprecedented performance, higher bit density, and faster time-to-market.

Simon Yang, YMTC CEO, will deliver a keynote address, Unleashing 3D NAND’s Potential with an Innovative Architecture, on August 7th, from 3:00 p.m. at the Mission Ballroom in the Santa Clara Convention Center, where he will illustrate how the company’s new technology can increase NAND I/O speed up to DRAM DDR4 while delivering industry-leading bit density, marking a quantum leap for the NAND market.

The XtackingTM technology will enable the production of NAND that has unprecedented I/O speed and as a result, increase the performance of NAND solutions such as embedded UFS, client SSD, and enterprise SSD to a level that is unheard of. With help from customers, industry partners, and standard bodies, XtackingTM will bring in a whole new chapter in high performance NAND solutions for smartphone, personal computing, data center, and enterprise applications.

The XtackingTM technology enables parallel processing of the NAND array and periphery. This modular approach to 3D NAND development and manufacturing will shorten the time-to-market for new generation of 3D NAND and open the possibility for customized NAND flash products.


Yangtze Memory Technologies to Debut New 3D NAND Architecture and Deliver Keynote at Flash Memory Summit 2018|YMTC
 
Yangtze Memory Technologies Introduces New 3D NAND Architecture -- XtackingTM
Date: 2018-08-06

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Wuhan, China, August 6, 2018 - Yangtze Memory Technologies Co., Ltd (YMTC), a new player in the NAND industry, today announced its ground-breaking technology - XtackingTM, which will provide unprecedented NAND I/O performance, higher bit density and faster time-to-market.

With XtackingTM, the periphery circuits which handle data I/O as well as memory cell operations are processed on a separate wafer using the logic technology node that enables the desired I/O speed and functions. Once the processing of the array wafer is completed, the two wafers are connected electrically through millions of metal VIAs (Vertical Interconnect Accesses) that are formed simultaneously across the whole wafer in one process step, using the innovative XtackingTM technology, with limited increase in total cost.

“As monolithic die density increases with each successive generation of 3D NAND, it becomes much more challenging to maintain or improve performance for a given SSD capacity. Higher I/O speed and multi-plane operation will be necessary to achieve the required SSD performance going forward,” said Gregory Wong, Founder and Principal Analyst at Forward Insights, a renowned market intelligence firm in the field of NAND flash memories and solid-state storage.

“At present, the world’s highest 3D NAND I/O speed is targeting 1.4Gbps while the majority of the industry is offering NAND I/O at 1.0Gbps or below. With our XtackingTM technology, it is possible for NAND I/O speed to reach up to 3.0Gpbs, similar to I/O speed of DRAM DDR4. This is going to be a game changer in the NAND industry,” said Simon Yang, CEO at YMTC.

In the conventional 3D NAND architecture, the periphery circuits take up ~20-30% of the die area, lowering NAND bit density. As 3D NAND technology continues to progress to 128 layers and above, the periphery circuits will likely take up more than 50% of the total die area. With XtackingTM, the periphery circuits are now above the array chip, enabling much higher NAND bit density than conventional 3D NAND.

XtackingTM technology utilizes fully independent processing of the array and periphery, which offers a modularized, parallel approach to product development and manufacturing, reducing product development time by at least three months and shortening manufacturing cycle time by 20%, significantly accelerating 3D NAND time-to-market. This modular approach also opens possibilities for customized NAND flash solutions by the incorporation of innovative functionalities in the periphery.

YMTC has successfully utilized this innovative XtackingTM technology in its 2nd generation 3D NAND development, targeting to go to mass production in 2019. With help from customers, industry partners and standard bodies, XtackingTM ushers in a brand-new chapter in high-performance customized NAND solutions for smartphone, personal computing, data center and enterprise applications.


Yangtze Memory Technologies Introduces New 3D NAND Architecture -- XtackingTM|YMTC


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News & Analysis
YMTC Adds Detail to NAND Plans
Xtacking chips run up to 3.0 Gbits/second

Rick Merritt

8/6/2018 09:00 AM EDT SANTA CLARA, Calif. — Yangtze Memory Technologies Co. (YMTC) revealed more details about its 3D NAND plans ahead of a talk on Tuesday at the Flash Memory Summit. The company aims to deliver 256-Gbit chips late next year supporting data rates up to 3.0 Gbits/s, more than twice as fast as the competition.

YMTC’s talk will mark the first public discussion of an effort from China to produce leading-edge memory chips. Analysts were skeptical of the new product’s impact given that it will be behind rivals in density and the company has yet to prove that the chips can reach commercial yields.

Plans for the 64-layer, 3-bit-per-cell chips emerge at a time when rivals Intel, Micron, Samsung, and Toshiba/WD have announced or are shipping 96-layer, 4-bit-per-cell devices delivering 256 Gbits and above. Samsung said that its chips will support data rates up to 1.4 Gbits/s while others are expected to run at 1.0 Gbits/s.

The so-called Xstacking approach at YMTC aims to increase bit density by making NAND and I/O arrays on separate die. The chips are bonded with millions of what YMTC describes as metal vertical interconnect accesses created in a single process step.

YMTC claims that its approach significantly increases NAND bit density and helps it achieve as good or better cost per bit as competitors. The technique also shortens product development time by at least three months and manufacturing cycle time by 20%, said the company. In addition, it opens a door to customizing chips by adding unique logic functions to the I/O die, initially made in a 180-nm process.

“This is going to be a game changer in the NAND industry,” said Simon Yang, chief executive of YMTC, in a press statement.

The chips will work with multiple flash controllers, said the company, but it did not provide names of any partners. Meanwhile, it plans to be in volume production of conventional 32-layer NAND chips by October, and it has a second-generation Xstacking product in development.

YMTC has been working for years on its flash chips and its 32L plans are on track with its stated roadmap,” said Alan Niebel, memory analyst at Web-Feet Research. However, “it has a difficult challenge to bring yields up, actually manufacture parts, and still catch up with the incumbents that are three generations ahead.”

“I am not sure whether the market will adopt something that has a high-speed interface in front of a slow memory technology — NAND flash is really slow,” said Jim Handy, memory analyst at Objective Analysis. “I would guess that ONFi and Toggle Mode would perform about as well.”

“PMC Sierra and Toshiba showed off something similar [to Xstacking] a few years ago at the Flash Memory Summit,” he added. “It used a very high-speed PMC logic chip under a stack of NAND chips that connected through TSVs. YMTC’s approach is a little different because it doesn’t use the costly TSVs in exchange for being able to stack only a single NAND chip above the logic chip.”

Without a new approach, I/O circuits will rise from taking up 20% to 30% of a 3D NAND die today to more than 50% for chips with 128 layers and beyond, said YMTC.

“As monolithic die density increases with each successive generation of 3D NAND, it becomes much more challenging to maintain or improve performance for a given [sold-state drive] capacity,” said Gregory Wong, principal analyst at Forward Insights, quoted in YMTC’s press statement. “Higher I/O speed and multi-plane operation will be necessary to achieve the required SSD performance going forward.”

The company, described as the pride of China, has long been seen as one of the country’s most likely candidates to deliver a commercially viable mainstream memory chip. It was founded in 2016 with a whopping $24 billion in funding, leveraging the 12-inch fabs of China’s XMC in Wuhan.

The YMTC news comes at a time of heightened trade tensions between the U.S. and China, where semiconductors have been a particular flash point.

Industry trade groups have long lobbied the U.S. government to help set a level playing field in China. The China government is investing heavily in chips and requiring foreign firms to transfer their technology in exchange for market access, they claim. However, they protested the Trump administration’s recent tariffs as an ineffective and even harmful approach.

In an announcement last week, YMTC said that its Xtacking chips will be used in UFS as well as client and enterprise solid-state drives for use in smartphones, PCs, and data centers. The company will target global customers with the 48-layer chips, it said in an email exchange.

Ironically, Samsung, which was the first company to announce commercial 3D NAND chips at the Flash Memory Summit, is not participating in the event this year. The gap leaves YMTC an opening to be the talk of the show, at which all of the other major flash vendors are participating.

— Rick Merritt, Silicon Valley Bureau Chief, EE Times


YMTC Adds Detail to NAND Plans | EE Times
 
Graphene could be key to China's self-made chips
By Xu Xinchen, Wang Yao
2018-08-08 15:44 GMT+8

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The rhetoric coming from the Trump administration may be targeting more than just matters of trade. Some say China's rising technology capabilities are an underlying issue. From semiconductors to microchips, Chinese scientists are constantly working to reduce reliance on American technology. One place to start could be replacing silicon with graphene.

A total of 16 companies brought their graphene projects to a roadshow competition in Qitaihe – a northeastern Chinese city whose graphene industry is booming. Zhang Shilong, a 29-year-old engineer, is one of them. By mixing flexible insulator with graphene, Zhang makes what he calls "magic fiber." He brought his magic fiber project to the roadshow.

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A Graphene Innovation & Entrepreneurship Competition is being held in the city of Qitaihe, northeast China's Heilongjiang Province. The city has one of China’s largest graphene production capacities. /CGTN Photo

"At the moment, China's research and development on the use of graphene is leading the world. It could be our 'secret weapon' as we look to make gains in certain industries," said Zhang.

But Zhang's project just demonstrates graphene's basic capabilities. Experts say using it instead of silicon in building semiconductors and microchips will shorten processing time and enlarge storage.

"There are many possible third generation materials that can replace silicon. Graphene stands out among them all. But it will be difficult to put into effective use; it is like the crown jewel everyone is chasing after," said Li Yichun, secretary-general of the China Innovation Alliance of the Graphene Industry.

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Graphene is just one atomic layer of graphite. Graphene can be made so thin and so light that one gram of graphene can flow to fill a three-liter-jar after shaking. /CGTN Phot

Research shows that graphene's electron mobility under room temperature is ten times that of silicon yet consumes only half of the energy. In addition, China has a huge reserve of graphite – the raw material for making graphene, and it is also possible to make synthetic graphene.

It is estimated China can now produce about 3,000 tons of graphene a year. But in order to help mining cities become graphene powerhouses that can compete with international tech hubs like Silicon Valley in the US, graphene makers need to take on projects that fully realize the material's potential as "the next black gold."

"Experts say the 20th century was a century of silicon, and that this century will be one of carbon materials like graphene. But the application of graphene into micro-electronics and energy storage still needs to be realized. That is where graphene producers and researchers will need to collaborate and work together... to hopefully find a breakthrough,” Ma Qing, president of Baotailong New Materials, said.

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The inside of Baotailong New Materials, a graphene manufacturing facility in the city of Qitaihe, northeast China's Heilongjiang Province. The factory can make up to 150 tons of graphene a year. /CGTN Photo

Mixing graphene with insular products can help control the material's conductivity, but semiconductor production may still be years away. Some scientists say it is necessary to break down graphene's fundamental structure – removing or adding new elements to make it more like silicon. But they also point out that before it all happens, Chinese makers need to be sure that they can produce quality graphene consistently.
 
probably not gonna shoot it down, because china has a lot of startups and big guys like the BAT doing ai chips. deephi has the least funding compare to others with hundreds of millions or billions. they probably wouldn't survive on their own. still, i prefer they merged with local company, not american. :D
This may haunt Chinese government in the future
 
China’s top chip maker SMIC sees revenue grow as state subsidies surge amid trade war
State subsidies for the semiconductor industry have surged more than 20 per cent from 2017, according to the company’s CFO

PUBLISHED : Friday, 10 August, 2018, 11:49am
UPDATED : Friday, 10 August, 2018, 12:23pm

Xie Yu

China’s biggest contract chip maker, SMIC, announced solid revenue growth for the second quarter as state subsidies soar amid the escalating trade war.

Semiconductor Manufacturing International Corp (SMIC), which is listed in Hong Kong and the US, said its revenue for the second three months of the year reached US$890.7 million, up by 7.2 per cent from the previous quarter and 18.6 per cent year on year.

Profit for the second quarter declined 5 per cent from a year ago to US$31.7 million, or 5 cents per share.

“SMIC is in a period of transition and preparation,” said Zhao Haijun, co-chief executive officer of the company, in a conference call on Friday morning.

Trump administration to impose additional tariffs on Chinese products
State subsidies have surged since the beginning of the year, rising by more than 20 per cent from 2017, said Gao Yonggang, the company’s chief financial officer.

“The company received research and development subsidies worth about US$19 million from the state in the second quarter. For the whole year, the subsidies are expected to reach US$100 million,” he added.

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The executives said they have achieved significant progress in developing 14 nanometre FinFET technology – similar to the 16nm processing technology produced by the Taiwanese chip maker TSMC, which Apple adopted for its iPhone 7 core processor chips in 2016.

“The first version of the products is ready for circuit evaluation by customers,” Zhao said.

Beijing issues new list of American goods to be hit with tariffs
The trade war between the US and China has so far had a “limited” impact, even though the firm relies heavily on equipment and wafers – thin slices of semiconductor material – from American suppliers.

“We have limited exposure on the end products, but we have been closely observing progress,” Zhao said.

The Trump administration on Tuesday finalised plans to impose new tariffs on US$16 billion worth of Chinese imports, mainly chemicals and electronic parts, which will bring the total value of products covered by the duties to US$50 billion by the end of the month.

“The tariff impact has still been relatively modest for the semiconductor industry as both sides are still avoiding directly targeting areas that both countries’ suppliers have high exposure to, including PCs, servers and smartphones, which account for a sizeable portion of chip demand,” said Randy Abrams, an analyst with Credit Suisse in Taipei.

He said Chinese chip makers still have an opportunity to benefit from domestic policy aimed at supporting the industry and building up a local ecosystem to enable better self-sufficiency.

China forced to be more restrained in US trade war to protect interests
“For SMIC, there is still a wide gap in resources, scale and dollars – even with the government support – to match the leader TSMC, so it will take time, even with the broader support.

“The risk here is if foreign governments put more export controls on critical technology, though, to limit this progress,” he said.

New big role for trade war negotiator as China bids to strengthen hand
After the first batch of tariffs kicked off on July 6, only about 10 per cent of China’s tech exports to the US would come under the tariffs, according to a report issued by Credit Suisse.

“The latest US$200 billion tariff amount announced from the US and subject to a review in the next few months still largely spared direct technology categories, although it did add TVs and covers a number of consumer products (appliances, home products, tools, and seafood),” said the report issued in mid July.



China’s top chip maker SMIC sees revenue grow as state subsidies surge amid trade war | South China Morning Post
 
State subsidies for the semiconductor industry have surged more than 20 per cent from 2017, according to the company’s CFO

But US regime's economic war was working and China was about to put a break on Made in China 2025?

Was that a lie by the Western media for the Western (US) dumbaudiance?
 
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techcrunch.com
Crypto mining giant Bitmain on target for $10B revenue this year
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cryptoground.com
Tencent and SoftBank Invest in Bitmain as it gears up for IPO Launch
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chinamoneynetwork.com
Tencent Leads $50M Pre-A Round In Chinese AI Chip Maker Suiyuan


Thanks to US regime, China's chipmaking industry has perhaps begun to receive much more attention and investment than was actually planned under the Made in China 2025. I think tariffs are really working... just working for the one that they were not supposed to be working. :D
 
Thanks to US regime, China's chipmaking industry has perhaps begun to receive much more attention and investment than was actually planned under the Made in China 2025. I think tariffs are really working... just working for the one that they were not supposed to be working. :D
My only wish for America is ban all Chinese import. Than China can modernize by 2025 not 2049.
 
My only wish for America is ban all Chinese import. Than China can modernize by 2025 not 2049.

Plus, it will kill of the remaining neoliberal virus that got plump in the past two-three decades prior to Xi's presidency.

Xi Jinping was going nice and easy (too many other stuff he has to handle from BRI to environment, anti-corruption and anti-poverty, one of which would be enough of a task for a government to handle and bloat if they did a good jib) but I think the US decided to give a helping hand to speed things up.
 
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image-sensors-world
CMOSIS/Fillfactory Key Team Joins Gpixel

A team of CMOS image sensors industry veterans creates Gpixel NV. Gpixel NV is structured as a privately-held company and started operation on August 9th, 2018 providing turn-key solutions to industrial and professional markets ranging from sensor design, prototyping, characterization and packaging to qualification and volume production.

Gpixel NV founders are Tim Baeyens, Tim Blanchaert, Jan Bogaerts, Bart Ceulemans and Wim Wuyts. Together they have more than 75 person-years of relevant experience in CMOS imaging technology, development, operations and commercialization. Gpixel NV is set up with financial and operational backing of Gpixel Inc. (Gpixel Changchun Optotech), a CMOS sensor supplier based in Changchun, China, founded by Xinyang Wang in 2012.

“Imaging and CMOS image sensors are ubiquitous today,” states Tim Baeyens, CEO of Gpixel NV. “Nevertheless, there is still a strong need for dedicated companies such as Gpixel to address high end markets like industrial and professional imaging. Through our wide industry network and strong collaboration with Gpixel Inc, we anticipate growing Gpixel rapidly to become one of the key players in solid state imaging.”


Xinyang Wang, founder and CEO of Gpixel Inc. states, “I am very pleased to join forces with Gpixel NV to grow Gpixel to become a dominant player in our application areas. I am also convinced that the addition of Jan Bogaerts as Chief Technical Officer (CTO) and Wim Wuyts as Chief Commercial Officer (CCO) for Gpixel worldwide will foster our company’s innovation and global sales significantly.”


 

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