第三代半导体

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清纯半导体:平面栅SiC芯片Rsp降至2.1mΩ·cm²
行家说三代半· 2025-04-21 09:53
5月15日,"电动交通&数字能源SiC技术应用及供应链升级大会"活动将在上海举办, 三菱电机、wolfspeed、三安半导体、天科合达、元山电子、大族半导体、香港大学、长 飞先进、宏微科技、利普思、国基南方、芯长征、合盛新材料等将出席本次会议,点击文章底部 "阅读原文" 即可报名参会。 4月21日,清纯半导体官微宣布,他们推出了 第3代碳化硅(SiC)MOSFET技术平台,首款主驱芯片(型 号:S3M008120BK)的常温导通电阻低至8mΩ。 据"行家说三代半"调研发现,清纯半导体发布的第三代技术平台及其首款芯片已达到国际先进水平,并具 有以下亮点: 插播: 图 2 S3M008120BK芯片输出特性 图 1 清纯半导体1、2、3代产品比电阻Rsp变化 二是 额定电压为 1.2kV,额定电流超过220A,室温阈值电压典型值为2.7~2.8V。在等效的芯片面积下,与 上一代技术相比导通损耗降低约20%,能够以更高的效率、更小的封装和更高的可靠性实现应用设计。 三是在动态性能方面, S3M008120BK在相同芯片尺寸下寄生电容进一步降低,提高了开关速度,且显著 改善了MOSFET体二极管的反向恢复特性,峰值电 ...
对话英飞凌科技高级副总裁范永新:未来AI或将消耗大部分电力 高能效功率芯片成节能降耗关键
Mei Ri Jing Ji Xin Wen· 2025-03-31 12:19
Core Insights - Infineon Technologies has celebrated the 30th anniversary of its Wuxi factory, which has become one of the largest IGBT production bases globally, supporting the development of electric vehicles, renewable energy, consumer electronics, and industrial applications [1][3] Group 1: Company Overview - The Wuxi factory is a key player in the production of IGBTs, which are essential for various rapidly growing sectors [1] - Infineon holds a leading position in the automotive semiconductor market, with over half of its revenue coming from automotive business [5] Group 2: Industry Trends - The demand for power semiconductors is increasing due to the rapid growth of AI, which is expected to consume significant amounts of electricity [3] - The use of third-generation semiconductors, such as silicon carbide and gallium nitride, is becoming crucial for improving efficiency in AI servers [4] Group 3: Local Ecosystem Development - Infineon Wuxi is actively responding to local market demands by enhancing its product offerings and manufacturing capabilities [5] - The company collaborates closely with local suppliers to improve supply chain resilience and has established a rapid response mechanism to meet diverse customer needs [5]
第三代半导体需求爆发 英诺赛科2024年营收大增近四成
Zheng Quan Shi Bao Wang· 2025-03-31 02:56
Core Viewpoint - Innosilicon, a leading third-generation semiconductor company in China, reported a significant improvement in its financial performance for the fiscal year 2024, with a sales revenue of 828.5 million, representing a 39.8% increase from 2023, and a substantial reduction in overall gross loss margin from -61.6% to -19.5% [1] Group 1: Financial Performance - Innosilicon achieved a sales revenue of 828.5 million in 2024, marking a 39.8% growth compared to 2023 [1] - The overall gross loss margin improved significantly from -61.6% in 2023 to -19.5% in 2024, an increase of 42.1 percentage points [1][3] Group 2: IDM Model and Technological Innovation - Innosilicon's rise is attributed to its disruptive innovation in the IDM (Integrated Device Manufacturing) model, establishing the world's first 8-inch silicon-based gallium nitride production line [2] - The company has achieved a wafer production capacity of 13,000 pieces per month, with a manufacturing yield exceeding 95%, ensuring lower production costs and higher product quality [2][3] Group 3: Competitive Advantage and Market Position - Innosilicon is positioned as a leader in the consumer electronics market, benefiting from the explosive growth in emerging industries such as AI computing, electric vehicles, and robotics [5] - The company has developed a strong customer base across various sectors, including power semiconductor manufacturers, automotive OEM suppliers, and renewable energy companies, enhancing its supply chain capabilities [8] Group 4: Future Outlook - The global gallium nitride power semiconductor market is projected to reach 50.1 billion RMB by 2028, with Innosilicon poised to capitalize on this growth [7] - Innosilicon is expected to enter a "blowout period" in 2025, driven by increasing demand for AI computing and electric vehicles, as well as its ongoing product innovations [6][7]
宏微科技分析师会议-2025-03-18
Dong Jian Yan Bao· 2025-03-18 14:54
Investment Rating - The report does not explicitly state an investment rating for the semiconductor industry or the specific company, Hongwei Technology [1]. Core Insights - Hongwei Technology has made significant advancements in the electric vehicle sector, achieving mass production of vehicle-grade dual-sided cooling encapsulation modules, becoming the second domestic company to do so [19]. - The company is focusing on the development of third-generation semiconductors, with multiple technological breakthroughs and a complete technical layout across substrates, chips, devices, and modules [24]. - A strategic cooperation memorandum was signed with Huahong Hongli to enhance collaboration on core products like IGBT and FRD, aiming to improve market competitiveness [27]. Summary by Sections 1. Basic Research Information - The research was conducted on Hongwei Technology in the semiconductor industry on March 1, 2025, with participation from various investment institutions [13]. 2. Detailed Research Institutions - The research involved several fund management companies and securities firms, including Huazhang Fund, Guangfa Fund, and Huatai Securities [14][15]. 3. Research Institution Proportions - The research institutions comprised 56% fund management companies, 33% securities companies, and 11% others [15]. 4. Main Content Information - Hongwei Technology's subsidiary, Xindong Neng, successfully produced its one-millionth vehicle-grade module, which meets the market demand for motor controllers up to 200KW [19]. - The M7i product has improved current density by 20% and reduced switching losses by 10% compared to the previous generation [22]. - The company is advancing its third-generation semiconductor technology, with a focus on SiC and GaN products, and has established a subsidiary to accelerate the commercialization of these technologies [25]. - The company is exploring new applications for power devices in the robotics industry, aiming to increase revenue from this segment in the future [29].
芯导科技分析师会议-2025-03-13
Dong Jian Yan Bao· 2025-03-12 23:30
Investment Rating - The report does not explicitly state an investment rating for the semiconductor industry or the specific company being analyzed [1]. Core Insights - The company, ChipGuide Technology, focuses on power devices and power ICs, with a significant portion of its products being TVS/ESD, MOSFETs, and Schottky diodes. The company has established long-term partnerships with major brands like Xiaomi and TCL, and its products are utilized across various sectors including consumer electronics, telecommunications, security, industrial, automotive, and energy storage [18][19]. - The company emphasizes research and innovation to enhance its core competitiveness, aiming to expand its product offerings and integrate power devices with power ICs to provide comprehensive solutions. It plans to extend its reach into automotive electronics and renewable energy sectors [18][19]. - The company maintains stable pricing strategies and overall gross margins by optimizing supply chain resources and fostering long-term relationships with partners, despite experiencing seasonal fluctuations in its main business due to demand from downstream clients [19][20]. Summary by Sections 1. Basic Research Information - The research was conducted on March 11, 2025, focusing on ChipGuide Technology within the semiconductor industry, with key personnel from the company participating in the meeting [13]. 2. Detailed Research Institutions - The research involved institutions such as Northeast Electronics, which participated in the discussions regarding the company's operations and market strategies [16]. 3. Research Institution Proportions - The report does not provide specific data on the proportions of different research institutions involved [17]. 4. Main Content Information - The Q&A session highlighted the company's product structure, research focus, pricing strategies, seasonal business trends, acquisition strategies, and advancements in third-generation semiconductor products, particularly in the context of the global shift towards low-carbon energy [18][19][20].
【倒计时7天】第六届半导体湿电子化学品与电子气体论坛3月19日杭州召开!中石油、金宏气体、润晶科技、华为实验室、江苏集萃齐聚
国芯网· 2025-03-12 04:22
Core Viewpoint - The semiconductor wet electronic chemicals and electronic gases market in China is experiencing significant growth opportunities, driven by domestic production capabilities and increasing demand in the semiconductor manufacturing sector [1][3]. Market Overview - In 2023, the market size for electronic chemicals in China reached 24.04 billion yuan, a year-on-year decrease of 7.6%, accounting for 34.6% of the wafer manufacturing materials market [1]. - The wet electronic chemicals sales revenue in 2023 was 8.7 billion yuan, with a year-on-year growth of 9.3%, and is expected to rise to 9.94 billion yuan in 2024 [2]. - The electronic gases market size in 2023 was 8.26 billion yuan, experiencing a decline of approximately 7% compared to 2022, while sales revenue for electronic gas companies reached 17.41 billion yuan, a year-on-year increase of 22.1% [2]. Domestic Production and Growth - Domestic wet electronic chemicals have made significant progress, with over 80% localization in 12-inch integrated circuit production lines and more than 40% in logic products [2]. - The overall sales revenue of electronic chemicals in China was approximately 28.95 billion yuan in 2023, reflecting a substantial year-on-year growth of 14.9% [3]. - The demand for wet electronic chemicals and electronic gases is expected to grow faster than the global average due to the expansion of traditional wafer factories and the acceleration of third-generation semiconductor projects [3]. Forum Information - The 6th Semiconductor Wet Electronic Chemicals and Electronic Gases Forum will be held on March 19, 2025, in Hangzhou, Zhejiang, organized by Asia Chemical Consulting [1][4]. - The forum will feature presentations from leaders and experts from various companies and institutions, including PetroChina, Runjing Technology, and Huawei Electronic Materials Laboratory [1][3]. Sponsorship Opportunities - Various sponsorship options are available for the forum, including keynote speeches, advertising in the conference materials, and on-site exhibition opportunities [8].
【第六届半导体湿电子化学品与电子气体论坛】3月19日杭州开幕,中石油、金宏气体、润晶科技、中科院过程所、华为实验室、江苏集萃齐聚
国芯网· 2025-03-06 04:35
Core Viewpoint - The semiconductor wet electronic chemicals and electronic gases market in China is experiencing significant growth opportunities, driven by domestic production capabilities and increasing demand in the semiconductor manufacturing sector [1][3]. Market Overview - In 2023, the market size for electronic chemicals in China reached 24.04 billion yuan, a year-on-year decrease of 7.6%, accounting for 34.6% of the wafer manufacturing materials market [1]. - The wet electronic chemicals sales revenue in 2023 was 8.7 billion yuan, with a year-on-year growth of 9.3%, and is expected to rise to 9.94 billion yuan in 2024 [2]. - The electronic gases market size in 2023 was 8.26 billion yuan, experiencing a decline of approximately 7% compared to 2022, while sales revenue for electronic gas companies reached 17.41 billion yuan, a year-on-year increase of 22.1% [2]. Domestic Production and Trends - Domestic wet electronic chemicals have made significant progress, with over 80% localization in 12-inch integrated circuit production lines and more than 40% in logic products [2]. - The overall sales revenue of electronic chemicals in China was approximately 28.95 billion yuan in 2023, reflecting a substantial year-on-year growth of 14.9% [3]. - The demand for wet electronic chemicals and electronic gases is expected to grow faster than the global average due to the expansion of traditional wafer factories and the acceleration of third-generation semiconductor projects [3]. Forum Information - The 6th Semiconductor Wet Electronic Chemicals and Electronic Gases Forum will be held on March 19, 2025, in Hangzhou, Zhejiang, organized by Asia Chemical Consulting [1][4]. - The forum will feature presentations from industry leaders and experts, covering topics such as market trends and advancements in high-purity electronic chemicals [5][9].
中石油、金宏气体、润晶科技、中科院过程所、华为实验室、江苏集萃共聚杭州【第六届半导体湿电子化学品与电子气体论坛】3月19日启幕
国芯网· 2025-03-03 12:23
Core Viewpoint - The semiconductor wet electronic chemicals and electronic gases market in China is experiencing significant growth opportunities, driven by domestic production capabilities and increasing demand in the semiconductor manufacturing sector [1][3]. Market Overview - In 2023, the market size for electronic chemicals in China reached 24.04 billion yuan, a year-on-year decrease of 7.6%, accounting for 34.6% of the wafer manufacturing materials market [1]. - The wet electronic chemicals sales revenue in 2023 was 8.7 billion yuan, with a year-on-year growth of 9.3%, and is expected to rise to 9.94 billion yuan in 2024 [2]. - The electronic gases market size in 2023 was 8.26 billion yuan, experiencing a decline of approximately 7% compared to 2022, while sales revenue for electronic gas companies reached 17.41 billion yuan, a year-on-year increase of 22.1% [2]. Domestic Production and Trends - Domestic wet electronic chemicals have made significant progress, with over 80% localization in 12-inch integrated circuit production lines and more than 40% in logic products [2]. - The overall sales revenue of electronic chemicals in China was approximately 28.95 billion yuan in 2023, reflecting a substantial year-on-year growth of 14.9% [3]. - The demand for wet electronic chemicals and electronic gases is expected to grow faster than the global average due to the expansion of traditional wafer factories and the acceleration of third-generation semiconductor projects [3]. Forum Information - The 6th Semiconductor Wet Electronic Chemicals and Electronic Gases Forum will be held on March 19, 2025, in Hangzhou, Zhejiang, organized by Asia Chemical Consulting [1][4]. - The forum will feature presentations from industry leaders and experts, covering topics such as market trends and advancements in high-purity electronic chemicals [5][6].
中石油、金宏气体、润晶科技、中科院过程所、华为实验室、江苏集萃等齐聚,【第六届半导体湿电子化学品与电子气体论坛】3月19杭州召开
国芯网· 2025-02-26 04:49
Core Viewpoint - The semiconductor wet electronic chemicals and electronic gases market in China is experiencing significant growth opportunities, driven by domestic production capabilities and increasing demand in the semiconductor manufacturing sector [1][3]. Market Overview - In 2023, the electronic chemicals market in China reached a scale of 24.04 billion yuan, a year-on-year decrease of 7.6%, accounting for 34.6% of the wafer manufacturing materials market [1]. - The wet electronic chemicals sales revenue was 8.7 billion yuan in 2023, with a year-on-year growth of 9.3%, and is expected to rise to 9.94 billion yuan in 2024 [2]. - The electronic gases market size in China was 8.26 billion yuan in 2023, down approximately 7% from 2022, while sales revenue for electronic gas companies reached 17.41 billion yuan, a year-on-year increase of 22.1% [2]. Domestic Production and Growth - Domestic wet electronic chemicals have made significant progress, with over 80% localization in 12-inch integrated circuit production lines and more than 40% in logic products [2]. - The overall sales revenue of electronic chemicals in China was approximately 28.95 billion yuan in 2023, reflecting a substantial year-on-year growth of 14.9% [3]. - The semiconductor manufacturing industry in China is expected to grow rapidly in the coming years, driven by traditional wafer factory expansions, advanced process demand, and domestic substitution [3]. Upcoming Forum - The 6th Semiconductor Wet Electronic Chemicals and Electronic Gases Forum will be held on March 19, 2025, in Hangzhou, Zhejiang, organized by Asia Chemical Consulting [1][4]. - The forum will feature reports from leaders and experts from various companies, including PetroChina, Runjing Technology, and Huawei Electronic Materials Laboratory [1][4].
今天苏州女博士IPO敲钟,300亿
投资界· 2024-12-30 03:04
以下文章来源于天天IPO ,作者王露 陈晓 天天IPO . 投资界(PEdaily.cn)旗下,专注IPO动态 苏州产业缩影。 作者 I 王露 陈晓 报道 I 投资界-天天IPO 20 24即将过去,苏州迎来一个超级IPO。 投资界-天天IPO获悉,今天(12月30日),英诺赛科正式登陆港交所。此次发行价为 30 . 86港元/股,开盘后市值一度涨至约300亿港元。 公司背后是一位女博士,骆薇薇。201 7年,英诺赛科成立,她带队攻克鲜少有人敢尝试 的8英寸硅基氮化镓工艺技术。七年过去,英诺赛科已坐拥全球最大的8英寸硅基氮化镓 晶圆制造厂。至今,骆薇薇集结一支长长的投资人队伍,就连曾毓群也出现在招股书 里。 放眼望去,这是苏州硬核产业崛起的一缕缩影,"江南水乡"正在揭开另一层面纱。 女博士带队 苏州诞生一个超级IPO 英诺赛科的故事始于一位女科学家。 骆薇薇,新西兰梅西大学应用数学博士,1999年加入美国宇航局(NASA)旗下研究 院,花了15年从高级项目经理做到首席科学家。骆薇薇曾表示,正是这一段科研经历给 了她日后创业的勇气。 20 15年,骆薇薇看到第三代半导体的崛起,以及对于打造中国芯的热忱,她决定回 ...