News & Events

39 semiconductor listed companies on the A-share market have disclosed their 2023 interim performance forecasts. Among them, 30 companies are expected to make profits, 9 are expected to incur losses, and the proportion of companies with expected profits exceeds 70%. Specifically, 8 companies are expected to see an increase in performance, 21 are expected to see a decrease, 8 will experience their first loss, 1 will turn a loss, and 1 will see an increase in losses. The main business of companies with expected year-on-year increase in net profit is mostly semiconductor equipment. Several equipment companies expect a significant increase in net profit, for example, Zhongwei Company expects a year-on-year increase of 109.49% -120.18% in net profit attributable to shareholders in the first half of the year. The company stated that the market share of its key customers for etching equipment continued to increase during the reporting period. In addition, Wanye Enterprise expects its net profit attributable to the parent company to increase by about 316% year-on-year in the first half of the year, and its equipment manufacturing business revenue to increase by about 18% year-on-year. Li Keyi, Chief Expert of Yuanhe Semiconductor Technology Co., Ltd., told Securities Daily reporters that there is still a demand gap in key areas such as semiconductor equipment and materials, and related listed companies are expected to continue to benefit. Most listed companies with relatively mature core technologies and innovation capabilities have dominant advantages in the industry chain and strong risk resistance capabilities. In the long run, semiconductor companies still need to master core technologies to enhance their voice. The listed companies with expected net profit reduction are mainly focused on SoC chip research and development, IC design (integrated circuit design), packaging and testing, and most of their cutting-edge technology project development and research are in the early stage of investment. Leaders in segmented industries such as Zhaoyi Innovation and Shanghai Beiling are expected to see a net profit decline of over 50% in the first half of the year. The lower than expected demand in the consumer electronics market and the pressure on product sales prices have become important factors affecting company performance. Semiconductor packaging and testing leader Huatian Technology expects a net profit decline of 86.38% -90.27% in the first half of the year. The company stated that the demand for end market products has decreased during the reporting period, and the company's orders are not full. Song Jia, director of the Integration and Collaborative Innovation Center of the Machinery Industry Economic Management Research Institute, said in an interview with Securities Daily, "Due to the fact that the consumer electronics industry still needs to recover, the performance of semiconductor companies may continue to be under pressure in the second half of this year. However, with the sudden breakthrough of processes and the continued enthusiasm for capital, we still have a positive outlook on the industrial chain development and investment opportunities brought by the localization process of semiconductor equipment in the long run "In the past year, the global semiconductor market experienced a cyclical decline. At present, the terminal market has not fully recovered, and the inflection point of the semiconductor industry may be delayed to next year. However, with the gradual release of the inventory pressure of semiconductor enterprises and the recovery of demand, market confidence will continue to improve." Guo Tao, an angel investor and well-known Internet expert, believes. At the same time, the localization process of various links in China's semiconductor industry chain is also accelerating, and equipment enterprises are maintaining countercyclical high-speed growth. Currently, there are huge opportunities for localization in multiple sub sectors of the semiconductor industry. At the same time, applications such as large models and autonomous driving are accelerating their large-scale implementation, which will also drive the semiconductor industry to enter a high-speed growth stage in the coming years. Driven by artificial intelligence technology, digital chips, semiconductor equipment, and packaging and testing have become important directions for institutions to increase their holdings, and market investment activity has increased, "said Chen Jia, a researcher at the Institute of International Monetary Studies at Renmin University of China. In this context, listed companies in the semiconductor industry chain that seize development opportunities are expected to continue to benefit. An Guangyong, an expert from the Credit Management Committee of the All Union Mergers and Acquisitions Association, suggested that relevant listed companies should achieve diversification of their supply chains, increase investment in research and development of new technologies, and establish effective management mechanisms for cost control. Relevant departments should also continue to provide policy support and financial guidance to provide a favorable development environment for listed companies. Source: Securities Daily

Power semiconductor devices are the core of electrical energy conversion and circuit control in electronic devices, mainly used to change voltage and frequency, DC-AC conversion, etc., in electronic devices. Power semiconductor devices include rectifier diodes, power transistors (power MOSFETs, Insulated Gate Bipolar Transistors (IGBT)), thyristors, triacs, etc.
In recent years, the application fields of power semiconductor devices have expanded from industrial control and consumer electronics to new energy, rail transportation, smart grids, variable frequency home appliances, and many other markets, with the market size showing steady growth. From current market demand, silicon-based MOSFET...

MOSFET (Metal-Oxide-Semiconductor field-effect transistor) is a common semiconductor device widely used in digital circuits, analog circuits, power electronics, and other fields. This article will explain the basic knowledge of MOSFET from aspects such as basic structure, working principle, and parameter characteristics.
1. Basic Structure of MOSFET
MOSFET is composed of three parts: Metal, Oxide, and Semiconductor. Its...

Classification by frequency: The most basic classification method. Diodes are classified according to their characteristics into rectifier diodes, switching diodes, Schottky barrier diodes, Zener diodes, and high-frequency diodes for high frequencies. Additionally, Zener diodes are generally used as protection components, but with the refinement of peripheral circuits and application miniaturization, higher-performance protection components — TVS (Transient Voltage Suppressor) are required.
 Classification by structure: Mainly divided into the current mainstream Planar type and mesa type for high voltage resistance.

According to the latest forecast from Semiconductor Intelligence, semiconductor capital expenditures (CapEx) will decrease by 14% in 2023, with the storage industry experiencing the largest reduction of 19%. In recent years, the PC and smartphone markets have remained sluggish without any signs of improvement, and the storage industry has been severely affected. In addition to significant spending cuts by storage companies, contract manufacturers will also reduce capital expenditures by 11% in 2023, TSMC by 12%, UMC by 2%, and Gexin by 27%. IDM manufacturers have reduced their capital expenditures by 7%, with Intel planning to cut by 19%. Texas Instruments, STMicroelectronics, and Infineon have risen to the challenge and increased their capital expenditures in 2023, with the automotive and industrial related markets making the main contribution. The decline in the personal computer market has affected Intel and memory companies, while the weakness in the smartphone market has affected TSMC and memory companies. Apple and Qualcomm are TSMC's two largest customers.

The maximum requirement of 30 KV in JEDEC is because it is a common electrostatic discharge (ESD) voltage limit.
ESD is an electrostatic discharge that occurs between two objects, which may damage electronic equipment or cause data loss. Therefore, to ensure device reliability and stability, JEDEC established the 30 KV electrostatic discharge standard. This standard is based on actual testing and experience, ensuring that devices are not subject to unacceptable electrostatic discharge effects during normal operation and use.

JEDEC has established several standards for electrostatic discharge (ESD) in electronic chips, mainly including the following...

Overview of SiC Power Devices
SiC (Silicon Carbide) power devices, with their characteristics of high temperature resistance, high voltage resistance, and low switching losses, can effectively achieve requirements such as high efficiency, miniaturization, lightweight, and high power density in power electronic systems, and are highly sought after in fields such as new energy vehicles, photovoltaic power generation, rail transportation, and smart grids.
In automotive applications, the significant advantages of SiC power devices in energy conversion efficiency can effectively increase the driving range and charging efficiency of electric vehicles. Additionally, SiC devices have lower conduction resistance, smaller chip size, and higher operating frequency, enabling electric vehicles to adapt to more complex driving...

On July 19th, the China Semiconductor Industry Association issued a statement on maintaining the global development of the semiconductor industry. The full text is as follows:

Global chip experts believe that talent shortage is the main obstacle to growth. With the weakening of global economic growth, politicians and universities in various countries are eager to make the most of it, which has a significant impact on the funding sources of research institutions.